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Asset tracking within ConnectWise Manage integration

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What is asset tracking?

Asset tracking implies automatic inventorying of Backup & Disaster Recovery appliances associated with your clients’ accounts. This is intended primarily for ticketing purposes, though is useful for monitoring the overall appliances status details.

Asset tracking allows identifying the appliance, which is directly related to a specific service ticket.

How does asset tracking work?

The system creates the default configuration type in ConnectWise Manage, pushes sets of data about the appliances from the Infrascale Dashboard to ConnectWise Manage, stores each set in a separate configuration (based on the default configuration type), and associates each service ticket with the respective appliance.

What data is used within asset tracking?

By default, the following appliance data is pushed from the Infrascale Dashboard to ConnectWise Manage:

  • Primary UUID

  • Name

  • IP Address

  • Protected Clients

  • Protected Clients With Last Failed Job

  • Total Jobs In Last 24h

  • Failed Jobs In Last 24h

  • Replication Status

  • Firmware Is Up To Date

  • Default Retention Period

  • Protected Space Purchased (GB)

  • Primary Disk Space Total (GB)

  • Primary Disk Space Used (GB)

  • Primary Disk Space Free (GB)

  • Primary Protected Space Used (GB)

  • Primary Protected Space Free (GB)

  • Date of all clients successfully booted

  • Date of all clients successfully backed up

  • Date of last successful restore

  • Secondary UUID

  • Secondary Disk Space Total (GB)

  • Secondary Disk Space Used (GB)

  • Secondary Disk Space Free (GB)

  • Secondary Protected Space Used (GB)

  • Secondary Protected Space Free (GB)

Configurations and data are updated daily at 11:00 PM Central Time (UTC -6).

How to enable asset tracking?

For asset tracking to work properly, you have to match ConnectWise and Dashboard companies beforehand.

  1. Sign in to your account in the Dashboard.

  2. Go to IntegrationsConnectWise ManageTicketing Settings (or Billing Settings).

    Menu item

    The consolidated billing data page opens.

  3. Click Settings.

    Settings action

    The integration settings open.

  4. On the Ticketing tab, select Create and update Configuration Items for Appliances at the bottom, and then click Apply.

    If you do not want to save and apply changes, click Go back to return to the consolidated data page.

    Configuration items

    This will create configurations in ConnectWise Manage with the respective data for the existing appliances (if any), and will automatically do this for the new appliances when they become available in the Infrascale Dashboard.

If an appliance becomes unavailable in the Dashboard, the related configuration in ConnectWise Manage stays. You have to remove it manually.

Where to find the default configuration type?

  1. In your ConnectWise Manage environment, go to SystemSetup Tables.

  2. Search for the Configuration table, and then click it.

    Configuration table

    The configuration list opens.

  3. In the Configuration List, click Infrascale Appliance to see the details.

How to remove a configuration?

To remove an instance of the Infrascale appliance configuration:

  1. In your ConnectWise Manage environment, go to Service DeskConfigurations.

  2. In the Configuration Name column, click the name of the required configuration (of the Infrascale Appliance configuration type).

  3. Click Delete (Delete icon).

    Delete configuration item