- Navigate to Integrations on the left Navigation Pane
- Select "New Integration"
- Select "Kaseya"
You will need access to the following information from the BMS instance you wish to integrate: (BMS Friendly Name is whatever you would like to name the Integration)
- BMS Server URL
- BMS Company Name
- BMS Username
- BMS Password
After entering the API credentials, click save and test. If the API successfully connects you will be seeing the options to " Create Tickets in BMS, Update Contracts, and BMS and ThreatLocker Accounts.
Create Tickets in Kaseya BMS:
The Options for Queue, Status BMS Issue Type and Priority are subjective to your organization's needs. However, they are required to make sure the ticket flow is handled correctly.
Do you want to allow ThreatLocker to update contracts?
It is extremely important that the clients are mapped, otherwise request for new software will not flow through. Adding in the Account Contract on this portion of the integration is not necessary for the ticket flow.
Please note: Tickets automatically close when a request is approved, so you don't need to manually close them in Kaseya BMS.
Custom Security Roles Required Permissions
We have tested and this set of permissions works in our environment. This should provide a good starting point for configuring your own Custom Security Role if desired.