Activating VSA Integration v2

VSA > System > BMS Integration > Sync Configuration

In the VSA the Sync Configuration page configures VSA access to data in Vorex™. Once the configuration is activated, Vorex™ creates tickets for the VSA, based on ticket creation events detected in the VSA.

Prerequisites

• The RMM Integration - Kaseya v2 record for the corresponding Vorex™ company you wish to integrate must already be configured and enabled for your VSA.
• The Activate Service Desk checkbox in the VSA > Service Desk module—if installed—must be deactivated.

Actions

• Edit - Configures the Vorex™ company account that creates tickets for this VSA.
• Test - Tests the connection with the Vorex™ server and company account.
• Resume / Enable Sync Processing
  • Resumes creating tickets in Vorex™.
  • Any ticket creation events in the VSA that have occurred since sync processing was paused are forwarded to Vorex™.
• Pause Sync Processing
  • Halts ticket creation in Vorex™.
  • Ticket creation events continue to be queued, ready to create tickets when you resume sync processing.
• Activate Integration Module
  • The VSA > Service Desk and Ticketing modules will no longer create tickets for any ticket creation events in the VSA. This includes tickets created for alerts and for inbound emails.
  • The email readers for Service Desk and Ticketing will no longer be polled.

    Note: Existing tickets are not processed in this initial release of RMM Integration - Kaseya v2.

• Deactivate Integration Module
  • Ticket creation events in the VSA begin creating tickets in the Ticketing module.

Procedure

1. In the VSA, select the System > BMS Integration > Sync Configuration page.
2. Click Edit.
3. Enter the following in the Edit Settings dialog.
   • URL of BMS Server - Enter the URL of your Vorex™ server.
   • Company - Enter your Vorex™ company name.
   • Username - Enter a Vorex™ login username. The Vorex™ "root" user account is recommended. See the prerequisites in Integrating Servers v2.
   • Password - Enter the password for your Vorex™ login username.
   • Select Asset Push Rule
     • Agent Assets Only - Only computers with agents installed on them are pushed to Vorex.
     • All Assets - Devices without agents can be promoted to assets. Both computers and devices promoted to assets are pushed to Vorex.
     • None - No assets are pushed to Vorex.
   • Ticket Processing Rules
     • Deduplicate matching tickets updated within <N> hours – Matching tickets can be sent to Vorex as a single ticket with a duplicate count of X within the designated time frame.
     • Reopen closed duplicate tickets – Closed duplicate tickets can be reopened after synchronization to Vorex.
4. Click Test to verify your VSA can access the Vorex™ server.
5. Click the Activate Integration Module.
6. Click the Resume/Enable Sync Processing button.
   • Both buttons must have a green checkmark to trigger the creation of tickets in Vorex™.
7. Configure ticket creation events in the VSA.
8. Optionally review log entries created by the VSA for ticket requests sent to Vorex™
   • System > BMS Integration > Sync Transaction Log - Displays a log of sync transactions between the VSA and Vorex™.
   • System > BMS Integration > BMS API Log - Displays a log of REST API requests related to the integration between the VSA and Vorex™.