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Configure ConnectWise Integration for Reports

To integrate the reports generated by your WSM Report Server or Dimension with your ConnectWise server, you must configure your ConnectWise client and server to receive the necessary information from your WSM Report Server or Dimension. You must also configure your WSM Report Server or Dimension and Fireboxes to generate the correct reports and log messages, and send them to the correct ConnectWise server.

For your Fireboxes that run Fireware OS v11.12 and higher, you can configure ConnectWise integration directly on the Firebox. The enables you to automatically synchronize customer asset information for more efficient device management and monitoring. When you enable ConnectWise integration on your Firebox, you do not have to manually add your Fireboxes to a company account as described in the subsequent sections. For more information, see Integrate with Your Firebox with ConnectWise.

For example, a WatchGuard partner who manages Fireboxes for different clients can generate daily reports of the activity on these Fireboxes to include in their ConnectWise reports. The partner can automate the report generation process and send a monthly summary report to each client.

When you configure your WSM Report Server or Dimension, you specify which WatchGuard reports to generate for ConnectWise integration. The available reports include Firebox Statistics, Intrusion Prevention Service Summary, WebBlocker Summary, and Most Popular Domains.

For more information about how to specify which reports are generated by Dimension, see Schedule Reports.

For more information about how to specify which reports are generated by the WSM Report Server, see Configure Server Settings for the Report Server.

Before You Begin

Make sure that you have:

Specify Company Users to Receive Executive Summary Report in ConnectWise

In your ConnectWise configuration, you can specify a list of users in the companies you manage to receive an Executive Summary Report .

  1. Log in to ConnectWise.
  2. From the left navigation menu, expand the Companies list and select Companies.
    The Company tab appears with the Company Search details.
  3. In the Company Name text box, type the name of the company.
    For this example, type Client_A.
  4. Press Enter on your keyboard.
    The Client_A Company page appears.
  5. At the bottom of the page, select the Management tab.
  6. In the Report Recipients section, click + to add a new recipient.
  7. From the Notify drop-down list, select Email Address.
  8. In the adjacent Who text box, type an email address where you want to sent the report.
  9. Click Save.

Screen shot of the Company Client_A page, Management tab

  1. To add another email notification message recipient, repeat Steps 6–9.
  2. If you added other new companies, repeat Steps 3-10 for each company you added.

Schedule Delivery of the Executive Summary Report in ConnectWise

When you configure ConnectWise to send the Executive Summary Report, for each company that you added and specified a user for notification, all of the reports generated are sent to those companies in the Executive Summary Report in a monthly email notification message.

  1. From the left navigation menu, expand the System list and select Setup Tables.
    The Setup Table List page appears.
  2. From the Category drop-down list, select Company.
  3. Press Enter on your keyboard.
    All results for the Company category appear.
  4. Select Management.
    The Management page for the selected company appears.
  5. In the Schedule Executive Summary section, select the Schedule on day check box.
  6. From the adjacent drop-down lists, select the day of the month and the time of day to send the report.

Screen shot of the Management Company page

  1. Click Save and Close.

Configure the ConnectWise Settings for your WSM Report Server or Dimension

After you have completed the configuration for each company in ConnectWise, you configure your WSM Report Server or Dimension to send reports to ConnectWise.

Create a Report Schedule

After you configure the ConnectWise settings for your WSM Report Server or Dimension, you must create a Report Schedule to generate the ConnectWise reports and send the reports to ConnectWise.

Troubleshooting

If the reports you selected do not generate:

  • Verify there is data for the selected reports on the specified date. For daily reports, your WSM Report Server or Dimension includes data from the day before the report is generated.
  • Verify the ConnectWise information you added in the ConnectWise Settings section for your WSM Report Server or Dimension matches the information in your ConnectWise configuration.
  • Verify the WSM Report Server or Dimension is started and the CA certificate you imported is valid.

See Also

Schedule Reports

Integrate with Your Firebox with ConnectWise

Configure Server Settings for the Report Server

Configure Report Deletion Settings and Database Settings

Configure Notification Settings for the Report Server

Configure Report Generation Settings

See Log Messages & Reports in WebCenter

Configure Logging Settings for the Report Server

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