Navigate to the Support -> Integrations section within the platform.     


Click on the Autotask tile, provide the required fields for your account:     




1. Provide Autotask Username

2. Provide Autotask Password

3. Click on "Next" to fetch the rest of the configuration items from your Autotask account.



4. Select "Material Code" from the available values in your organization.   

5. Select the Ticket Queue from the available values in your organization.  

6. Once you fill in all the fields, click on the switch on the top-right of the Autotask integration widget to enable the integration.


Verification 

With the provided Username and Password we will get your Autotask Account Url. If failed will show you an error message letting you know that your credentials are not valid.


General Setup

- The following User Defined Fields for "Configuration Item Type" Entity will be created within your Autotask Account:

  • Battery Capacity Loss Percentage [Addigy]
  • Serial Number [Addigy]
  • Device Name [Addigy]
  • Device Model Name [Addigy]
  • Timezone [Addigy]
  • Processor Type [Addigy]
  • Processor Speed (GHz) [Addigy]
  • Hardware Model [Addigy]
  • Total Memory (GB) [Addigy]
  • MAC OS X Version [Addigy]
- The following "Configuration Item Type" will be created within your Autotask Account and will be associated with the User Defined Fields created in step 1:
  • Addigy_Device

- The following "Product" will be created within your Autotask Account:

  • Addigy_Mac_Computer
*The previous steps will be automatically done when enabling the account. They do not require any further action on your side. 


Configurations Setup

1. Navigate to the Policies section of the platform.

2. Click on the Integration section for the policy you want to sync.

3. Click on the Autotask dropdown.

4. Search for the Autotask account you want to link.

5. Select the account you want to sync

6. Click on "Save Account" button.

7. A "Devices Binding" section should appear showing the sync progress for the devices within the policy. 

8. If the sync process fails you can see the error by clicking on "View" under the "Error" column for the specific device.

9. If any of the devices fail to be linked to the account, you can click on "Retry Pending" and the process would be re-tried for the unlinked devices


Notes
When you link an Autotask account to a Policy, for every device within that policy a Configuration Item will be created in your Autotask account (or activated if it already exists).


a) A gray Autotask icon next to the policy means that the policy is not linked to any AutoTask Account.

c) A blue-red Autotask icon next to the policy means that the policy and its devices are linked to an AutoTask Account.

b) A red Autotask icon next to the policy means that the policy has devices that are not linked to the policy Autotask Account.



Notes:
  • If a device is added to a policy that is linked to an Autotask Account, the Configuration Item created for that device in your Autotask account will be deactivated. 
  • If a device is removed from a policy that is linked to an Autotask Account, the Configuration Item created for that device in your Autotask account will be deactivated. 
  • Tickets created by the device will be created within Autotask Platform and linked with the Configuration Item for that device
  • If a ticket for a monitoring item is closed, and you receive exactly the same ticket/alert (Same alert name, alert fact, alert value, and device), the closed ticket will be reopened. 
  • Please review the "Duplicate Ticket Handling" settings on your Autotask Platform. 
    • If you have option 2 checked, all tickets from the same device received within the specified time will be treated as duplicates.
    • If you want that tickets received for the same alert (i.e: alert name, alert fact, alert level, alert value, and device) are considered duplicates, we recommend checking setting 1
blob1476900369736.png