MSP Integration Setup: Difference between revisions
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Option 2<br>This option allows setting the customer's email address as the "From" email address of the incoming alert and use it as the customer's identifier for the Commit Email Connector. | '''Option 2'''<br>This option allows setting the customer's email address as the "From" email address of the incoming alert and use it as the customer's identifier for the Commit Email Connector. | ||
Set the alert's "From" email address per customer to contain the customer's email address (as it has been entered in Commit). You can then teach the Commit Email Connector to detect these alerts and open Tickets for the Account in CommitCRM based on the "From" email address. | Set the alert's "From" email address per customer to contain the customer's email address (as it has been entered in Commit). You can then teach the Commit Email Connector to detect these alerts and open Tickets for the Account in CommitCRM based on the "From" email address. | ||
Revision as of 07:03, 29 July 2009
This section includes a recommended setting for the supported MSP systems. Configuring N-able™ Configuring Level Platforms™ Managed Workspace™
N-able™ N-central™
When working with alerts in N-able™, you should set up N-central™ according to the version you use:
Using N-able™ N-central™ version 6 or later
In order for the Commit Email Connector to identify the CommitCRM Account for the incoming N-central Email notification, you should include the External Customer ID field in the email notification Subject. The External Customer ID in N-central will be used to store the parallel CommitCRM Account' RecordID per customer.
To do this, customize the N-central Email template for notifications to include the External Customer ID in the email subject automatically.
See more details in Using N-central™ version 6 or later
Using N-able™ N-central™ versions older than 6
When using older versions of N-central, you may consider two alternative options for setting up the email alerts in order for the Commit Email Connector to analyze them correctly.
Option 1
For the Commit Email Connector to identify the customer for the incoming email alert, the customer's ID must be in the email subject.
For each customer, hard-code the CommitCRM Account's Record ID in the email template subject so the Email Connector will be able to detect the Account when processing the email.
Option 2
This option allows setting the customer's email address as the "From" email address of the incoming alert and use it as the customer's identifier for the Commit Email Connector.
Set the alert's "From" email address per customer to contain the customer's email address (as it has been entered in Commit). You can then teach the Commit Email Connector to detect these alerts and open Tickets for the Account in CommitCRM based on the "From" email address.
This option requires your N-able™ server to allow relay in order for it to be able to send emails which will "originate" from the customer's email address. If your servers do not support relay, you should use the first option.
See more details under Using N-central™ versions older than 6
Using N-central™ version 6 or later
In order for the Commit Email Connector to identify the CommitCRM Account for the incoming N-central Email alert, you should include the External Customer ID field in the email alert subject. The External Customer ID in N-central will be used to store the parallel CommitCRM Account RecordID per customer.
This requires setting up CommitCRM and N-able:
N-central™ settings
To set up N-central, you should modify the default N-central Email template for notifications to include the External Customer ID in the email subject automatically.
When using templates, it is possible to add the Template:ExternalCustomerID variable to the email subject templates. This will propagate the customer ID to the email alert's subject.
Here are the recommended steps for non-hosted N-able users:
- Login to the Admin console of your N-central server (i.e. https://192.168.1.1/admin)
- Here you define the Notification settings. In order for the notifications to be automatically processed by Commit Email connector, make the following adjustments:
- Sender Email Address - set as the "N-able" email (e.g. n-central@n-able.com)
- Subject - create a template which will include:
- A word/phrase which you can associate with alerts (e.g. "Alert:")
- A word/phrase which you can associate with the External Customer ID (e.g. "RECID:")
For example:
Alert Template:CustomerName RECID:Template:ExternalCustomerID, Device: Template:DeviceName... etc.