This article explains how to deploy the SaaS Management data collector to your devices via N-Central/N-Able .
The SaaS Management agent can be easily deployed via the Automation Policy Manager. Note these instructions may vary slightly based on your N-Able version and configuration.
Note:
- SaaS Management uses different variables from N-Able 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 generate the client’s account in SaaS Management using their name and client ID from data you input in N-Able.
Uploading the AMP file to N-Able’s Automation Policy Manager
- Open your N-Able dashboard
- Navigate to Configuration > Scheduled Tasks > Script/Software Repository from the left sidebar
- Select Add at the top of this screen
-
Select Automation Policy
- This will allow you to create a new automation that will silently deploy the SaaS Management Data Collector
- In a separate tab, open your SaaS Management Portal
- Navigate to Partner Hub > Org Preferences > Integrations > N-Able
-
Download the .AMP file listed on this page locally
- This .AMP file is an Automation Manager Package which can be imported into N-Able to begin the deployment
-
Upload the file downloaded from your SaaS Management dashboard to enable
- Click Browse
- Select the .amp file from the previous step
-
Click OK to save the file to N-Able’s script repository
-
Fields like Name and Description will import automatically upon upload
- Can be manually edited for further clarity/description
-
Fields like Name and Description will import automatically upon upload
Selecting Target Devices and Running The Automation Policy
Note: When deploying new clients or sites, this automation policy will automatically create a new tenant in the SaaS Management platform when it is run. There is no need to add a client manually.
- On the left hand sidebar, navigate to Actions > Run an Automation Policy
- In the Repository Item field, type the name of the script saved in the Automation Repository
- Once Selected, you’ll notice three additional input parameters appear
-
Enter the Input Parameters:
- Partner Token: Your partner token is a unique token specific to all of your sites. You can find this token in your SaaS Management portal under Org Preferences > Integrations > N-Able
-
-
N-Able Client Name: A unique client name to easily identify this specific deployment
- This field will be used as the tenant name in the SaaS Management Platform
-
N-Able Client Name: A unique client name to easily identify this specific deployment
-
-
N-Able ClientID: A unique client ID from N-Able
-
This becomes the user’s tenant identifier in the SaaS Management Platform
Note: If you are not using N-Able Account/Site IDs, you can simply put any other unique value in this field. If you do not have any form of uniqueID per client/site, we recommend simply using the client’s name with spaces and special characters removed.
-
This becomes the user’s tenant identifier in the SaaS Management Platform
-
N-Able ClientID: A unique client ID from N-Able
- Select the Targets tab to define which workstations you’d like to run the deployment on
- Use either the Filters options to run the deployment on devices that meet certain criteria or manually select devices to target under the Devices filter
Note: Agents must be on version 9.0 or later and must have version PowerShell 3.0 or higher to run successfully on any target devices.
- Under the Schedule Tab, set the automation policy to run at the desired interval (either Now or in the future)
Note: You may also run your SaaS Management deployment on a recurring schedule - this will install the data collector if it is not present. There is no impact on the device if the agent is already installed. -
When complete, hit Save, and the deployment will be automatically run
- You’ll see the status and progress of the deployment under the Scheduled Tasks menu
- If successful, you can also navigate to Clients section of the SaaS Management platform to watch new devices check into the platform in real-time
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.