This is a commonly used & easy to set up PSA Integration supported by CyberCNS.
Using CyberCNS PSA integration capability, tickets can be raised for suggested remediations from CyberCNS.
Some of these screens are likely to change as we continue adding more features.
Select Integration
Navigate to Global Settings(⚙) > Integrations and choose Halo PSA from the integrations listed.
It will lead you to a page where you can add credentials for Halo PSA Instance. Please provide details as requested.
Enter Credentials
Enter Credential Name: Choose a name of your choice for the credentials to be added.
Enter Client ID: Enter a Halo PSA Client ID for the credentials to be added.
Enter Client Secret: Enter a Halo PSA Client Secret for the credentials to be added.
Enter Domain: Enter the Halo PSA Domain name for the credentials to be added (Please do not use https while adding the credentials in HaloPSA).
Enter Tenant Name: Enter the Halo PSA Tenant name for the credentials to be added.
6. Enter Authorisation Server: Enter the Halo PSA Authorisation Server for the credentials to be added (Please do not use 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.
Please make sure NOT to use https in the Domain name and Authorisation Server while adding Halo PSA credentials.
🔹 How to fetch the details of Halo PSA:
Tenant Name, and Authorisation Server to get from Halo PSA API section. Below is the snapshot for your reference.
Refer to this API documentation link of Halo PSA, to fetch the details of Client ID and Client Secret Key https://haloservicedesk.com/apidoc/info. Below are the snapshots attached for your reference.
The next step is to map local companies in CyberCNS to Halo PSA companies corresponding to the selected domain.
Company Mapping
In Company Mapping there are three rules to be set. Those are Event Set, Integration Profile, and Manage Company Mapping.
Under the Event Set, click on +Add to add the Alert Rule.
Here set of Events are to be set to get notified on. Those events are categorised under Agent, Company, Asset, Ports, Remediation, and AD Audit.
Enter the Event Name and select the category of an Events as required.
Every Category has a set of events/alerts under them which needs to be selected as per requirement.
e.g. Asset category has below listed alerts and selection of all or any is allowed.
For Remediation category, selection of Remediation by Company OR Remediation by Asset OR Remediation by Product is allowed.
Once the above details are provided, click on Save.
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.
For setting the created Event as default, select the option Set as Default.
To confirm the Set as default action, select Yes or No in the confirmation dialogue box.
Once the event is set to default, under Is Default column the status can be seen.
Integration Profile
Users will be able to set notification rules from integrations right away for conditions listed under it.
Under the Integration Profile, click on +Add to add the Integration Rule.
Enter the Name, Select the credential and fill out all of the required fields in the Integration Parameters.
Once the below details are provided, click on Save.
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.
For setting the newly created Event as the default, select the option Set as Default.
To confirm the Set as default action, select Yes or No in the confirmation dialogue box.
Manage Company Mapping
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 are listed. (These are to be added under Integration section for Halo PSA).
One of these two options could be selected
🔸 Import Companies from Halo PSA:- To import multiple companies listed under Halo PSA to CyberCNS at a time.
🔹 Map Existing Company to a Halo PSA company:- To map an existing company in CyberCNS to the existing company under Halo PSA company.
To import multiple companies from Halo PSA, choose Import Companies from Halo PSA, and click on Next.
In 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.
Once the company is selected, it shows as an additional entry below. It can be deleted or click on Next to proceed further.
Now click on Finish to import all the selected Halo PSA companies. This completes importing companies from Halo PSA.
Click on +Add to Map Existing Company to Halo PSA company.
In case the local company is already created to be mapped with Halo PSA company, then select Map Existing Company to Halo PSA company and click on Next.
As shown in the below image, select the Local company and Halo PSA company by using a dropdown or with the search bar as per the requirement.
Once the company is selected click on ‘Add' to select the company and click on Finish to map all the selected Halo PSA companies.
In case want to be notified, do not select the No Notification option; if don't want to be notified, select the No Notification option and click Add.
Once all the fields are provided, click on Finish.
Selected companies are shown in the image below, along with details such as Existing Company Name, Company Name, and Mapped Date.
Using the Action column, you can delete the integration mapping. Any mapping can be removed if necessary.
This completes the documentation of Halo PSA Integration.