How to Integrate with N-able N-central for converting Alerts to Ticket Generation
Step 1: On side navigation bar, access the Control Center.
Step 2: Choose the "Integrations" option from Marketplace section
Step 3: Within the displayed list of integrations, select N-able and initiate the connection process by clicking on "Connect".
Step 4: Upon selecting N-able, a new screen will appear. Locate the section labeled "API Ticket Generation". Copy all the provided credentials from this section and paste them into the designated space for API Ticket Generation within N-able N-central.
How to Find the API Ticket generation space in N-able N-Central and Configure it.
Step 1: Begin by logging into your N-able N-central account. Navigate to the side navigation bar and locate "Administration" > "PSA Integration" > "Configure PSA Integration".
Within the configuration screen, choose "Custom PSA" from the dropdown menu labeled "Choose your PSA solution". If there's an existing integration, remove it by clicking on the "Remove" button located at the bottom.
Step 2: After selecting "Custom PSA", set your desired password in the "API CREDENTIALS FOR COMMUNICATING WITH N-ABLE N-CENTRAL" section.
Step 3: In the "DELIVERY MECHANISM FOR TICKETS" section, choose the first option, which is "Generate Tickets through an API".
Step 4: Proceed to locate the "API TICKET GENERATION" space. Paste the credentials provided in Deskday’s Integration space, as mentioned previously. Customize the password as desired.
Step 5: Scroll down to find the "TICKETING ERRORS" space.
Here, enter the custom email recipient associated with DeskDay. This email recipient ID will be displayed in DeskDay’s integration space. Alternatively, you can find the Email Recipient ID from DeskDay’s
Control Center > Company Settings > Channels > Email.
Finally, click on "Save" to save your configuration settings.
How to do advance integration with N-able N-Central.
Once you've completed the setup of Custom PSA, additional options will become available in the PSA integration section of the side navigation bar.
Enabling Customer settings.
Step 1: Navigate to the side navigation bar and click on "Customer Settings" from the new options within the PSA integration section.
Step 2: On the right-hand side screen, identify the specific customer you wish to enable and toggle the button to enable it.
Step 3: After making the necessary adjustments, click on "Save" to confirm and enable your customer settings.
Configuring Alert Notifications From N-able N-central
Step 1: Access the side navigation bar and select "Ticketing" from the available options within the PSA integration section.
Step 2: On the subsequent screen add ticket recipient by clicking on “Add” and filling in the name & description fields as you desire.
(NB: Here, you'll discover options to Associate notification profiles, Turn on notifications as you desire. Additionally, configure notifications for each tab : “Notification Settings”, “Notification Schedule” as needed.)
Step 3: Once you've completed the configurations, click on “Save” to preserve the settings.
Creating Notification Profile
To begin, go to the side navigation bar and navigate to Configuration > Monitoring > Notifications and select “Notifications”.
Upon accessing the screen, you have the option to either choose an existing notification profile or create a new one by clicking on “Add Notification”.
On the subsequent screen, input the preferred details. Under Profile Type, select “Single Device, Multiple Service Notifications”.
Within the primary notification section, add the previously created recipient to the selected recipient column. Then, click on “SAVE AND CONTINUE”.
Proceed to add triggers for this profile. Locate “Add” on the trigger list screen and click on it.
On the ensuing screen, select Monitoring Service or Service Instance triggers according to your requirements, and choose the relevant devices. Click on save to finalize the process.
Creating Sample Template
Start by accessing the side navigation bar and navigating to Configuration > Monitoring > Service Templates, then select “Service templates”.
Upon reaching the screen, you can either select an existing template or create a new one by clicking on “Add”.
On the following screen, enter the desired details. Under the “Details” tab, choose the preferred device and click on “Add Service” to configure relevant details in the modal that appears.
Finally, click on “Save” to finalize the process.
Creating Rules
Begin by accessing the side navigation bar and navigating to Configuration > Monitoring > Rules, then select “Rules”.
Once on the screen, you have the option to either choose an existing rule or create a new one by clicking on “Add”.
On the subsequent screen, input the desired details. Under the “Devices to Target” tab, select the appropriate filter. Then, under the “Monitoring Options” tab, select the notification created earlier, as well as the Service Template under the section named “SERVICE TEMPLATES”. Scroll through the tabs and find the “Grant Customers & Sites Access” section. Ensure that the checkboxes for customers and sites are marked.
Finally, click on save to finish the setup process.
Configuring a New User
Step 1: Begin by navigating to the side navigation bar "Administration" > "User Management" > "User". Select users from this specified location.
Step 2: On the right-hand side screen, find “CREATE USER” and click on it. Fill in all the required fields accordingly on the screen that opens.
Step 3: Locate the “Roles” tab on the screen and click on “ASSIGN ROLES”. A new modal will appear; assign the role as needed.
Step 4: Proceed to select the Access Group and click on “ASSIGN ACCESS GROUP” to provide access as desired.
Step 5: Navigate to the next tab “User Details” and select the sub-tab “User Information”. Scroll down to find the access section where you'll see an option “MFA Not Required” mark the checkbox adjacent to it.
Step 6: Move to the adjacent tab ”API Access” and ensure the “API-Only User” checkbox is marked.
Step 7: Save all the entered details. You'll then be redirected to the list view of users. Select the user you have just added. Open the “API Access” tab within the user's profile. Locate the “GENERATE JSON WEB TOKEN” button and click on it. A new modal will appear containing the JSON web token. Copy the token for future use.
How to Paste the JSON Web Token for advanced Integration inside DeskDay.
Once you have copied the JSON web token from N-able, follow these steps to integrate it into DeskDay:
Navigate to the Integrations page of DeskDay by selecting “Integrations” from the side Navigation Bar.
Find N-able N-central from the list of integrations and click to open the configurations.
Within the opened configuration screen, locate the space designated for pasting the JSON web token. Paste the token into this space.
Additionally, you'll find two other fields:
URL: Copy the URL provided above N-able N-central and paste it into this field.(Same URL as the login URL of N-able N-central)
Board: Choose the default board where you want your tickets to be raised to.
How to do Customer Mapping in DeskDay
After completing all the aforementioned processes, follow these steps to perform customer mapping in DeskDay:
Click on the enabled "Next" button.
On the subsequent screen, you'll encounter two sections: "N-able’s Customers" & "DeskDay Customers". In each section, you can map customers by selecting them from the respective drop-down menus.
Once the mapping is complete, click on the "Next" button to proceed and finalize the process. Alternatively, if you prefer to skip this step for now and add customer mapping later, you can do so by clicking on "Skip & Add Later".
How to do Device Mapping in DeskDay.
After completing the Customer Mapping process, proceed by clicking on “Next” and follow these steps to map devices:
On the screen that appears, you'll encounter three sections: one for selecting customers, one displaying N-able devices, and one with a user drop-down against each device to select the user who should be mapped to it. Start by selecting the customer for which you want to map devices with users.
Against each device listed in the N-able devices section, select the corresponding user from the drop-down menu.
Once you've mapped the devices with the appropriate users, click on "Finish" to complete the process.
After completing all the steps outlined in DeskDay and N-able, congratulations, you have successfully integrated N-able with DeskDay! This seamless integration enables efficient management and tracking of devices, tickets, and customers between the two platforms, enhancing productivity and streamlining workflows for your business. Enjoy the benefits of this integration as you continue to optimize your operations and deliver exceptional service to your clients.