This article explains how to deploy the SaaS Management data collector to your devices via Connectwise Automate.
The SaaS Management agent can be easily deployed via Connectwise Automate via the Automation/Scripting feature.
Note:
- SaaS Management uses different variables from Connectwise like Client Name and Client ID. This allows SaaS Management to use one single script that you can deploy across all clients.
- You do not have to manually create a client from within the SaaS Management platform. When the automation is run, Connectwise will automatically create the client’s account in SaaS Management using their name and client ID from Connectwise.
- Open Connectwise Automate Control Center
- Navigate to the Automation > Scripts menu
- Select the View Scripts option
- Select a location to save your script
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Select +Add
- A new pop-up will appear that will allow you to configure the new script
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Enter Script Details as follows:
- Name: Auvik SaaS Management Installer
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Target: Computer
Note: Auvik SaaS Management Silent Install - Run to install SaaS Management on any client or site. (This field does not have an impact on the deployment, so you may add any other context you or your team might find helpful). - Configure Isolated Script: Checked
The SaaS Management deployment script takes two steps, one step to install the latest version of the desktop agent and browser extension, and a second step to complete clean-up tasks and properly configure your installation.
- Click the blank space next to the first cell of the Statement table under the Then heading
- A new pop-up will appear that will allow you to configure the first step of the script
- The fields which need to be modified are highlighted in the screenshot below
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- Function: Execute Script
- Script Type: PowerShell Bypass
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Script Credentials: Run as Admin
Note: This permission may change based on your environment, but generally the script needs the ability to read/write files on the target device and make web requests via Powershell.
- To complete the Script to Execute field of Step 1, open SaaS Management in another tab
- Navigate to Org Preferences > Integrations > Connectwise Automate
- Copy the first command listed under the Script Code section towards the bottom of the page
- Copy and paste the script into the Script to Execute field within Connectwise Automate
- Select Save to save Step 1
- Once complete, repeat the same process for step 2 of the script
- Click the blank space next to the second step of the Statement table
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A new pop-up will appear that will allow you to configure the second step of the script:
- Function: Execute Script
- Script Type: PowerShell Bypass
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Script Credentials: Run as Admin
Note: This permission may change based on your environment, but generally the script needs the ability to read/write files on the target device and make web requests via Powershell
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To complete the Script to Execute field of Step 2
- Open SaaS Management in another tab
- Navigate to Org Preferences > Integrations > Connectwise Automate
- Copy the second script listed under the Script Code section towards the bottom of the page
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Once both steps have been successfully created, hit Create to save the newly created script to Connectwise Automate’s Script Repository
- You can see the script under Automation > Scripts > View Scripts
To run the script, you can right-click on a specific workstation, navigate to the Scripts menu and select the newly created script SaaS Management Script. You can also right-click a specific group to run the script across all workstations within that group.
If the script has run successfully, you’ll see the devices appear under the SaaS Management platform under Clients > (Select the Newly Created Client) > Users > Devices Tab after about 10 minutes.