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Merge pull request #37 from Dakota-LM/hotfix/fixninjarmm
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Added ConnectSecure Dynamic Integration Page
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colinblaise authored Oct 18, 2024
2 parents 2ae7acb + e8aeae0 commit 7c11d19
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1 change: 1 addition & 0 deletions .vitepress/config.mts
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items: [
{ text: 'Build Your Own', link: '/build-your-own-integration' },
{ text: 'ConnectSecure', link: '/connectsecure-integration-setup' },
{ text: 'ConnectWise Automate', link: '/connectwise-automate-integration-setup' },
{ text: 'ConnectWise Control', link: '/connectwise-control-integration-setup' },
{ text: 'ConnectWise Manage', link: '/connectwise-manage-integration-setup' },
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53 changes: 53 additions & 0 deletions connectsecure-integration-setup.md
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# ConnectSecure Dynamic Integration

### Setting up this integration allows you to:

- Agent identification by adding an inventory script to be run against all of your endpoints
- Importing agents from linked clients into ImmyBot
- Mapping clients from the integration to tenants in ImmyBot
- Getting an install token for a specific client

### Prerequisites

- The tenant name you use to log in to the ConnectSecure portal

## Create ImmyBot Api User

1. On the home page, switch to the Global view

![image](./.vitepress/images/connectsecuredocs/ApiUser_Step01.png)

2. Open the toolbar on the left and navigate to Settings > Users

![image](./.vitepress/images/connectsecuredocs/ApiUser_Step02.png)

3. Create a new api user, `AssetViewer` is the only role you need. Other viewer roles might be utlized in future interfaces, if you want to add them.

![image](./.vitepress/images/connectsecuredocs/ApiUser_Step03.png)

4. Save and copy the Client ID and Client Secret

## Get "pod" URL

1. Open the API Documentation from user icon menu in ConnectSecure portal.

![image](./.vitepress/images/connectsecuredocs/PodURL_Step01.png)

2. Grab the root URL from the API Documentation

![image](./.vitepress/images/connectsecuredocs/PodURL_Step02.png)

## Create Integration in ImmyBot

1. Create a new ConnectSecure Dynamic Integration from Show More -> Integration -> Add Integration -> ConnectSecure.

2. Insert the information you have previously obtained into the parameter fields.

![image](./.vitepress/images/connectsecuredocs/Integration_Step01.png)

3. Click "Update"
4. Map clients, as necessary.

![image](./.vitepress/images/connectsecuredocs/Integration_Step02.png)

5. Your done

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