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. This 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 this topic. For more information, go to Integrate 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, go to Schedule Dimension Reports.

For more information about how to specify which reports are generated by the WSM Report Server, go to 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.

  1. Select Server Management from the admin settings.
  2. Select Configuration.
  3. Select the Reporting tab.
  4. Select the Enable ConnectWise Integration check box.
    The ConnectWise settings appear.

Screen shot of the ConnectWise Settings

  1. In the ConnectWise Server (Site) text box, type the IP address or hostname of your ConnectWise on-premise server or cloud-based server.
    For example: example.connectwise.com or example.connectwise.com:<port>.
  2. In the Company ID text box, type the ConnectWise identification for your company.
  3. In the Public API Key and Private API Key text boxes, type the API keys from your ConnectWise integration configuration.
  4. In the Company Names section, click Add to add company names to the list.
    The company name appears in the Company Names list.
  5. To import the CA certificate for your ConnectWise server, click Import Certificate.
    The Select a Certificate File dialog box appears.
  6. Click Choose File and select the CA certificate for your ConnectWise server.

This is the CA certificate you added when you set up SSL on your ConnectWise server. You can export this certificate to your local computer and then upload the certificate to your ConnectWise configuration settings in Dimension.

For the ConnectWise Manage cloud server, you cannot export a certificate because the service uses a public certificate available from the Amazon Web Servers (AWS) repository signed by the Starfield Services Root CA. You must import this CA certificate https://www.amazontrust.com/repository/SFSRootCAG2.pem to enable the ConnectWise configuration in Dimension to validate the certificate chain during the SSL handshake.

  1. Click OK.
  2. Click Save.
  1. On the Report Server Server Settings tab, select the Enable ConnectWise Integration check box.
    The ConnectWise settings are enabled.
  2. In the ConnectWise Server (Site) text box, type the IP address or hostname of your ConnectWise on-premise server or cloud-based server.
    For example: example.connectwise.com or example.connectwise.com:<port>.
  3. In the Company ID text box, type the ConnectWise identification for your company.

  4. In the Integrator Login and Integrator Password text boxes, type the user name and password for your ConnectWise Company ID.
  5. From the Server Time Zone drop-down list, select the time zone where your ConnectWise server is located.
  6. Click Add to add the Managed ID and Management Solution information for your company to the Company Names list.
    The New Company dialog box appears.

Screen shot of the New Company dialog box

  1. In the Managed ID text box, type the Managed ID for the company.
    For this example, type IDclientA.
  2. In the Management Solution text box, type the Management Solution for the company.
    For this example, type clientA_Solution
  3. Click OK.
    The company name appears in the Company Names list.

Screen shot of the Report Server ConnectWise Settings

  1. If you added other new companies, repeat Steps 6–9 for each company you added.
  2. Click Import, to import the CA certificate for your ConnectWise server.
    The Select a Certificate File dialog box appears.

Screen shot of the Select a Certificate File dialog box

  1. Select the CA certificate for your ConnectWise server.

This is the CA certificate you added when you set up SSL on your ConnectWise server. You can export this certificate to your local computer to upload to your ConnectWise settings in the Report Server.

For the ConnectWise Manage cloud service, you cannot export a certificate because the service uses a public certificate available from the Amazon Web Services (AWS) repository signed by the Starfield Services Root CA. You must import this CA certificate https://www.amazontrust.com/repository/SFSRootCAG2.pem to enable the ConnectWise configuration in the Report Server to validate the certificate chain during the SSL handshake.

  1. Click OK.
  2. Click Apply to save your changes to the Report Server.

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.

  1. Select the Report Generation tab.
    The Report Generation page appears.

Screen shot of the Report Generation page

  1. In the Report Schedules section, click Add.
    The New Schedule dialog box appears with the Schedule Settings tab selected.

Screen shot of the New Schedule dialog box

  1. In the Schedule Name text box, type a descriptive name for this schedule.
    For this example, type ConnectWise Reports for Client A.
  2. (Optional) In the Description (Optional) text box, type a description to help you identify this schedule.
  3. In the Devices list, select the check box for each device, device group, or FireCluster to include in the group.
    This is the device information you specified in the Configure ConnectWise Integration for Reports section.
  4. In the Report types list, select the check box for each report you want to generate.
  5. To send the report types you selected to ConnectWise, select the Send generated reports to ConnectWise check box.
  6. From the Managed ID drop-down list, select the ConnectWise managed ID for a company you added to the Company Names list on the Server Settings tab.
    This is the Management ID information you specified in the Configure ConnectWise Integration for Reports section.
  7. From the Report Schedule options, select Run recurrently.
  8. From the adjacent drop-down list, select Daily.
  9. In the Range of recurrence section, select No end date.
  10. Click OK to save your settings.
    The schedule appears in the Report Schedules list.
  1. Select Administration > Schedule Reports.
    The Report Schedules page appears.
  2. Click Add.
    The Create Schedule wizard starts, with the Name & Description page selected.
  3. In the Schedule Name text box, type a descriptive name for this schedule.
    For this example, type ConnectWise Reports for Client A.
  4. (Optional) In the Description (Optional) text box, type a description to help you identify this schedule.
  5. Click Next.
    The Resource Selection page appears.
  6. Select the Devices option.
  7. From the drop-down list, select Specify Devices and add the devices, device groups, or FireClusters to include in the schedule.
    This is the device information you specified in the Configure ConnectWise Integration for Reports section.
  8. Click Next.
    The Destination Selection page appears.
  9. Select the Send reports to ConnectWise check box.
  10. From the drop-down list, select the select the ConnectWise managed ID for a company you added to the Company Names list.
    This is the Management ID information you specified in the Configure ConnectWise Integration for Reports section.
  11. Click Next.
    The Report Selection page appears.
  12. From the Report types drop-down list, select ConnectWise Reports.
  13. From the Time Zone drop-down list, select the time zone for the reports.
  14. From the Report Template drop-down list, select the template to use for the reports.
  15. From the Report Aggregation drop-down list, select Single.
    The Run Reports drop-down list has the Daily option selected. You cannot change that option.
  16. Click Finish to save your settings.
    The schedule appears in the Report Schedules list.

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.
  1. Edit the report schedule you added for ConnectWise reports.
  2. Change the Start date to the current date, and the Start time to two minutes from the current time.
    For example, if the current time is 12:47, set the Start time to 12:49 PM.
  3. After the Start time you specified, open the ConnectWise PSA Client.
  4. Go to the Company page and select the Configuration tab.
    The Configuration Questions section should include updated data.
  5. If updated data is present, make sure you specified the correct email address in the report schedule.
  6. If updated data is not present, contact WatchGuard Support and send this log file for review:
    C:\Documents and Settings\WatchGuard\logs\wrserver\ap_reporting.log
  1. Edit the report schedule you added for ConnectWise reports.
  2. Log in to ConnectWise.
  3. Go to the Company page and select the Configuration tab.
    The Configuration Questions section should include updated data.
  4. If updated data is present, make sure you specified the correct email address in the report schedule.
  5. If updated data is not present, contact WatchGuard Support and send the support.tgz log file from the Dimension System Diagnostics.

Related Topics

Schedule Dimension Reports

Integrate 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