Need to learn how to handle datto RMM integration with ITBOOST? You’ve come to the right place.
We can get you there in four easy parts:
- Entering your RMM Credentials
- The Sync
- Organization Matching
- Configuration Mapping
Let’s take a look at each.
PART 1: ENTERING YOUR RMM CREDENTIALS
1. First, let’s open ITBOOST. (You probably already knew that one, right?)
2. Now let’s go where we need to be. First, we want Organization Settings.
3. Next, let’s click Integrations Management.
4. See the datto RMM option? It looks like the image below. That’s the one we want! Head there.
5. Welcome to the Connect screen! Here, you’ll select whichever of the platforms applies to you:
FUN FACT: An easy way to determine which platform you need is to check the URL in the datto RMM API.
So, if your API URL value happened to be https://merlot-api.centrastage.net – your platform would be Merlot!
By the way, your API Account UID is also your datto API Account ID!
Okay, back to work!
6. Now we’ll enter the API values we just determined, then click Connect.
7. Here’s where you can choose to match either by Autotask Companies or by datto RMM Sites. Click whichever option applies to you.
Now, we’re off to the Sync Logs screen!
FUN FACT: Did you know that if, for any reason, the credentials fail during a sync, the syncing will stop until you re-enter the correct credentials?
Good to know, right?
Okay, we’re ready to roll now! Let’s head into The Sync!
PART 2: The Sync
Just so you’re aware, the default to perform newly queued syncs is automatically scheduled to take place one hour later. But if you’d like to perform a sync immediately, you can do it from the Account Integrations screen. Just click Actions and then Start Manual Sync, and you’re on your way!
While it’s syncing, the status column reads – not surprisingly – “Syncing.” You can tell when it’s done because this will then change to “OK.”
Initial syncs usually takes an hour or so. After the initial sync, only changes will be synced, which should complete much more quickly. It all really depends on how many changes you’ve made.
Halfway there now!
PART 3: Organization Matching
Hey, nobody likes a bunch of identical entries swelling up their database, right? That’s why ITBOOST takes steps to automatically match entries so that doesn’t happen.
But let’s suppose you have a few things ITBOOST doesn’t automatically match. What then?
Well, that just means you’ll need to manually match them. Here’s how:
1. Pop back over to Organization Settings.
2. Next, let’s head to Mapping and Merging.
3. Remember how in Part 1, we identified which RMM you’re using? Well, find that in the list, then click on AEM Company Mapping.
4. And here we are! Let’s start by taking a look at the Companies, and review for any unmapped organizations.
5. You should see a suggested mapping. If you like it, just click the Save button.
However, if you’d like to choose a different organization, you can search for it using the Mapping option. And if you’d rather some organizations not count as unmapped items in subsequent syncs, you can always choose to Ignore organizations, and you’re golden.
FUN FACT: If you still can’t find the organization you want, just click Create Organization, and you can import it in. Before you decide to do this, make absolutely certain it doesn’t already exist. Otherwise, you’ll have two!
6. Make sure all your unmapped organizations are mapped.
“Oh no!! I made a mistake in matching! How do I fix it?!”
Relax. We got you. Just click AEM COMPANY MAPPING and manually search for the organization you want. Easy-Peasy-Lemon-Squeezy.
Almost done! Let’s finish up by matching configurations.
PART 4: Configuration Mapping
1. Jump in there by clicking on the AEM Configuration Merging tab at the top.
2. Now, we’ll turn on the Matched filter. From here, select a matched organization, then choose Match Devices.
3. Take a quick minute to look your matched devices over to make sure everything looks okay.
4. If you see any unmapped configurations, Map them all until each are actioned – meaning they’re either matched, ignored, or created.
HANG ON! Make sure that BEFORE you create new configurations, make sure you first map any device you couldn’t previously map based on MAC addresses or serial numbers, like virtual servers. Whenever that’s all done, feel free to begin creating – in bulk or individually – any remaining devices coming in from your RMM.
ANOTHER THING: If you’re wanting your configurations to populate from ITBOOST to your PSA, you really shouldn’t create them from your RMM. When you do, they do not automatically sync with your PSA. In order to get them to sync, you’ll have to manually edit and save each and every item. Kind of a pain. So if you can avoid it, go for it.
5. Now, just repeat this for each entry until all are actioned.
And THAT’S IT! Look what you did! You’re amazing. Virtual high-five!
Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.