Configurations

IT Glue was designed to help you load most network devices through a PSA or RMM integration, rather than manually entering each and every device. In the most common set up, the RMM agents are deployed, and later on the RMM device data pushes to your PSA, and then from your PSA to IT Glue. However, there can still be a few printers, virtual servers, and other agentless devices to be manually entered.

If you have a role that has permissions to create data, you can create and update all of the device information for configurations. If you're not an Administrator, you can make these changes only if you have access to the organization the device belongs to.

Have a brand new account? Check out Six steps to a successful setup to get it set up.

Preparation

  • Configurations can only be created in an existing organization. If you do not yet have this organization created, read our Overview of client onboarding steps before going further.
  • Make sure the client organization and all of the device information you want brought over from external data sources have propagated to IT Glue. If any device names are wrong or duplicated, they're usually best fixed from the original source.

Instructions

IT Glue has two-way sync capability with ConnectWise and Autotask. With two-way syncing enabled, you can add a configuration from within IT Glue and we also add the configuration to your PSA.

If you are two-way syncing, the procedure for adding configurations has these simple steps:

  1. Verify that the configuration has not already been entered in the system. Use the search field at the top of any screen.
  2. Navigate to the organization that the device belongs to.
  3. From the Configurations list view, click + New.

    new_button.png

  4. For each device, you can capture the following information:
    • Name (required to save and sync the configuration)
    • Type (required to save and sync the configuration)
    • Status (required to save and sync the configuration - ConnectWise only)
    • Serial Number
    • Manufacturer
    • Model
    • Location
    • Hostname
    • Primary IP
    • [Warranty] Expiration Date (check manufacturer's website)
    • MAC Address
    • Default Gateway
    • Platform
    • Operating System
    • Interfaces (secondary NICs, additional IP addresses, management ports)
    • Notes
  5. When you're done, click Save.

After you save it, the same configuration information (except for notes) will be immediately added to your PSA if the configuration type and status are set to sync. If someone later edits the configuration, your PSA will be updated. Likewise, if they make a change in the PSA, the configuration record in IT Glue will also be updated.

Configurations-IT-Glue.png

Note: If you are one-way syncing with your PSA, add the configuration to your PSA instead. It will be brought over in the next data load if its type and status are set to sync. See Syncing between IT Glue and PSAs overview. After that's done, you can add certain other pieces of data from IT Glue, including attachments, embedded passwords, and related items.

A few notes on adding configurations

  • When choosing a configuration name, use a consistent naming convention. According to IT Infrastructure Library (ITIL) guidelines, hardware names should be short but meaningful, and not based on manufacturer device names. 
  • You cannot enter free text in the Platform and Operating System fields. You must select a pre-configured value for these fields.
  • Types, statuses, manufacturers, and models can be created at any time, but make sure you read this article before creating new data types in IT Glue. 
  • In order to preserve integrity with PSA and RMM integrations, the configuration form and fields are hard coded in IT Glue. You can create custom flexible assets to capture more information, or you have three places in a configuration to add more information:
    • Notes field - e.g. switch port usage notes
    • Attachments - e.g. PDFs, manuals, config files
    • Related Items - e.g. documents, directly connected devices
  • ConnectWise configuration questions and Autotask user defined fields will be displayed in IT Glue. You'll see them in the configuration record view. It should be noted that this data is read only in IT Glue.

 

Configurations checklist

  1. Servers (physical, backup, virtual hosts, virtual guests)
  2. Firewalls
  3. Switches, routers
  4. Storage devices (SAN, NAS)
  5. Wireless access points
  6. Printers, scanners
  7. PBX devices
  8. Security camera controllers
  9. UPS devices
  10. Workstations
  11. Mobile devices (Optional)
  12. Any other device with an IP address
  13. Devices that need to be controlled and managed but that do not have IP addresses, such as a display, camera, security panel/alarm, or back up power supply

 

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