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Using the plugin with ConnectWise Automate v11

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If you haven’t already configured ConnectWise Automate to integrate with Auvik, see Integrating with ConnectWise Automate v11.

MSP administration

A few of the administration areas for your MSP dashboard have been made visible in ConnectWise Automate. These include:

For more information on how to use these functions, refer to the appropriate knowledge base article.

To access any of these areas from the ConnectWise Automate navigation tree, expand Clients. Double-click on a client you know has been mapped to an Auvik multi-client. Click the Auvik tab, then click on the appropriate sub-tab.

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If Windows prompts you to log in after clicking an Auvik tab, see How do I troubleshoot issues with my Auvik / ConnectWise Automate integration? for possible resolutions.

MSP client map

Just as you can from the MSP dashboard in Auvik, you can see a map of your clients and access clients in ConnectWise Automate.

  1. From the ConnectWise Automate navigation tree, expand Clients.

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  1. Double-click on a client you know has been mapped to an Auvik multi-client.
  2. Click the Auvik tab.

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  1. Hover over any pin to see the client’s name. Click on any pin to access the client’s dashboard.

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Client network map

Just as you can from a client dashboard in Auvik, you can see a map of a client’s network in ConnectWise Automate.

  1. From the ConnectWise Automate navigation tree, expand Client locations.

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  1. Double-click on a location you know has been mapped to an Auvik client.
  2. Click the Auvik tab.

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Client network devices

Just as you can from a client dashboard in Auvik, you can see the dashboard for a device in ConnectWise Automate. You can do this by clicking on a device node from the client’s network map or from the ConnectWise Automate device screen.

  1. From the ConnectWise Automate navigation tree, expand Client locations.
  2. Expand a location.

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  1. Double-click on a device you know exists in both ConnectWise Automate and Auvik.
  2. Click the Auvik tab.

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Providing the devices discovered by Auvik are also discovered by ConnectWise Automate, you’ll be able to view the networkdevice, or interface dashboard and manage them from within ConnectWise Automate. Although the Auvik network map shows you all devices, only those that have also been discovered by the ConnectWise Automate agent will be accessible from within ConnectWise Automate.

If you encounter an error viewing a device in ConnectWise Automate, see How do I troubleshoot issues with my Auvik / ConnectWise Automate integration? for possible resolutions.

 

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