This guide will walk you through setting up basic ConnectWise Automate monitoring with Perch. You’ll need the following on hand to complete the setup:
- Your ConnectWise Automate instance base URL
- Your ConnectWise Automate username and password
In this article, you will:
- Authenticate with the Automate instance
- Configure scripts and map to an Automate company
- Go to the ConnectWise Automate settings in the Perch app here.
- Input the following information into their respective fields:
- Base URL: The URL to the central Automate server (ex: automate.acme.com)
- Username: The user that Perch will use to access Automate
- Password: Encrypted on saving. After you enter it, you won’t be able to see this value
- If you have Two-Factor Authentication enabled for this user via Google Authenticate, copy and paste the Manual Entry Code (that was emailed to the user’s account) into the Google Authenticate Secret Key field.
- Toggle the slider for Allow scripts to be run by an analyst when suppressing an alert to enabled (purple).
- Click ADD SCRIPT and select at least one Automate Script that can be run.
- Repeat Step 2 as many times as needed (you can use the trash can to remove them, too).
- Link the Perch organization with its corresponding ConnectWise Automate client.
- Click SAVE.
- After the authentication has been configured, slide the slider for “Enable log collection” to enabled and click the saveSave icon.
To enable ConnectWise Automate Advanced Monitoring, follow the guide here
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