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6. Enter Authorisation Server: Enter the Halo PSA Authorisation Server for the credentials to be added
(Please do NOT include https while adding the credentials in HaloPSA).
Once all the details above are provided, SAVE the data. Likewise, you can add multiple credentials in this section using the '+' sign.
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Under the Halo PSA click on API Details here we will get the Details about the Resource Server, Authorisation Server, and Tenant Name.
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Default Template
When the credentials are added, an option to add the Default Template is seen.
Instead of selecting each time for ticket creation in Integration action, we can add a default template here for a particular integration.
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In the Default template, choose the Select SLA for Ticket Creation, Priority for Ticket Creation, Ticket Type for Ticket Creation, Status for Ticket Creation, Status for Ticket Close, Team for Ticket Creation, Agent for Ticket Creation, client for Ticket Creation, user for Ticket Creation, Category for Ticket Creation, Urgency for Ticket Creation, Impact for Ticket Creation.
Click on Save once all the fields are selected.
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For Client ID and Client Secret: In HaloPSA, navigate to Configuration → Integrations → HaloPSA API. Choose View Integrations, then click on "New".
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Application Name: Enter a relevant, such as a company name without spaces. Client ID and Client secret will be displayed by choosing Authentication Method as Client ID and Secret(Services).
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If enabled all permissions under permissions are enabled, select the client under the details agent to log in Please select the client Agent here.
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To add an Agent into the team click on Departments and Team and Click on Add button.
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After clicking on the Add button add the agent to a team.
If the particular agent is not added to the team, the selected team for Ticket creation will not be created.
Click on save.
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For the client permissions please provide below mentioned access to allow the creation of the tickets.
Please set all: standard parameter parameters under permissions as Yes.
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Domain Name: Navigate to Configuration > Integrations > HaloPSA API > Resource Server will be the domain name(Copy the Domain Name to add to the CyberCNS Halo PSA Integration).
Please make sure NOT to use https in the Domain name and Authorisation Server while adding Halo PSA credentials.
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Here a set of Events is to be set to get notified on. Those events are categorized under Agent, Company, Asset, Ports, Remediation, and AD Audit.
Enter the Event Name and select the category of an Event as required.
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Every Category has a set of events/alerts under them which needs to be selected as per requirement.
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e.g. Asset category has below-listed alerts and selection of all or any is allowed.
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For the The Ports category, has the below-listed alerts, and the selection of all or anyone is allowed.
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For the Remediation category, selection of any one of the listed, Remediation by Company OR Remediation by Assets OR Remediation by Product, Remediation by Asset and Product is allowed.
To Enable Tickets for Remediations based on EPSS, one of the below-listed events is to be selected from the Remediation Group and then select an event from Remediation Filters.
Enable Remediation for Critical and High Severity (Select any one of them)can enabled as additional Remediation Filters.
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For the Vulnerability & Azure error category, the below-listed alert, and selection is allowed.
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For the AD Audit category, the below-listed alerts are available and selection of all or any is allowed. (Make sure to select the needed as it will create tickets based on the events).
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For the Vulnerability & Azure error Azure AD Audit and Unquoted service path category, the below-listed alert, and selection is allowed.
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For the Reports, the below-listed alerts and selections are allowed.
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Choose the listed events to set up CyberCNS Alerting as required.
Choose the Vulnerability alerting events that should be notified on selected channels.
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Once the above details are provided, click on Save.
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There is an option to Edit, Delete, and Set as default for the Notification Rules using the Action column. The listed Notification Rule can be edited and deleted as needed.
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There is an option to Edit, Delete, and Set as default under the Integration Rules using the Action column. The listed Integration Rule can be edited or deleted as needed.
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Click on Manage Company Mapping.
Choose Halo PSA Credentials from the dropdown and click on + Add to add Integration Mapping.
In New Company Mapping, choose the Halo PSA Credential which is listed. (These are to be added under the Integration Credentials section for Halo PSA).
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One of these two options could be selected
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To import multiple companies from Halo PSA, choose Import Companies from Halo PSA, and click on Next.
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In As per the below image, the company can be searched using the search option given.
The Page Size shows the rows per page that can be displayed for search results and the Page shows the number of pages that can be displayed for a search result.
Click on Get Companies to show the list of the companies as requested in the search column.
Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.
In case you want to manually search the company, you can simply click on the drop-down of Halo PSA Companies and it will list all companies available under Halo PSA.
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when the companies are imported, the names will be created with the selected company name and site_id, which refers to site numbers. here it can also import the same companies but with different site names.
This will allow multiple sites per company to be created as a different company considering multiple sites for a single company.
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Once the company is selected, it shows as an additional entry below. It can be deleted or click on Next to proceed further.
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when the companies are imported, the names will be created with the selected company name and site_id, which refers to site numbers.
Click on the checkbox to enable Create Ticket. This is create a ticket with PSA for selected events.
To enable the pushing asset configuration to PSA, need to Enable configuration under the integration company mapping.
From the dropdown select the event set and Integrate Profile and click on
button to add the event set and integration profile.Once the Event Set, Integration profile is selected click on ‘Add' to select the company and click on Next.
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Now click on Finish to import all the selected Halo PSA companies. This completes importing companies from Halo PSA.
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Click on +Add to and select Map Existing Company to Halo PSA company.
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In case the local company is already created to be mapped with Halo PSA company, then select Map Existing Company to Halo PSA to add map existing company and click on Next.
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As shown in the below image, select the Local company( CyberCNS) and ConnectWise HaloPSA company by using a dropdown or with the search bar as per the requirement so it will map the companies accordingly.
when the companies are imported, the names will be created with the selected company name and site_id, which refers to site numbers.
Click on the checkbox to enable Create ticketTicket.
To enable this configuration, need to Enable configuration under the integration company mapping.
From the dropdown select the event set and Integrate Profile and click on
button to add the event set and integration profile.Once the company is selected click on ‘Add' to select the company.
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Once all the fields are provided, click on Finish.
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Selected companies are shown in the image below, along with details such as Existing Company Name, Company Name, and Mapped Date.
Here click on Copy Settings toCopy the company mapping settings to other company mappings.
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To copy the settings, select the desired company mappings and click on Update. This will copy the event set, integration profile, and ticket creation fields from the source company mapping to the selected target company mappingsmapping.
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Using the Action column, you can edit and delete the integration mapping. Any mapping can be removed if necessary.
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Click on Edit to update Company mapping.
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This completes the documentation of Halo PSA Integration.