To learn more about Out-of-the-box Integrations and their benefits, please refer to
this article. The ConnectWise PSA (formerly Manage) Out-of-the-Box Integration allows you to manage incidents detected by Lumu in your preferred ConnectWise PSA service board. A new service ticket will be created when Lumu detects an incident. Incident and related ticket status will be kept in sync between the Lumu portal and the ConnectWise PSA service board. As there are new contacts for the incident, the ticket will be updated with notes containing updated data.
Requirements
-
A valid ConnectWise License
- A Lumu Defender active subscription
Setup ConnectWise PSA
To setup the integration, you will need the following data:
Data
|
Description
|
Hostname
|
The hostname you use to access the ConnectWise PSA portal
|
Company ID
|
The company you use to log in to the ConnectWise PSA portal
|
API Member Public Key
API Member Private Key
|
The credentials of the API Member the integration will use to interact with ConnectWise PSA |
Board
|
The Service Board where the tickets corresponding to the incidents will be created
|
Company
|
The company the tickets will be associated to
|
Open state
|
The status assigned to the ticket when it is created by the integration
|
Closed state
|
The status corresponding to a Closed incident
|
Muted state
|
The status corresponding to a Muted incident
|
Type
|
Optional.
Categorization to be assigned to tickets created by Lumu.
Can be specific by threat type.
|
Subtype
|
Optional. Categorization to be assigned to tickets created by Lumu.
Can be specific by threat type.
|
Item
|
Optional. Categorization to be assigned to tickets created by Lumu.
Can be specific by threat type.
|
During the first part of this procedure, we will be configuring ConnectWise PSA to obtain the information required to create the integration. To begin with, log in to your ConnectWise PSA portal.
Keep this information at hand, since you will use the hostname you are connecting to and the company during the creation of the integration in the Lumu portal.
API Member
To set up the integration, you will need an API member. The API member must have permission to list companies and boards, and to create and modify tickets. To learn more about this procedure, refer to the following
article in Connectwise’s official documentation.
Access to ConnectWise University is required to read this article.
You can list and, if necessary, create a security role by going to
System
> Security Roles.
The role, at a minimum, must have the following permissions:
Module
|
Description
|
Add Level
|
Edit Level
|
Delete Level
|
Inquire Level
|
Comments
|
Companies
|
Company Maintenance
|
None
|
None
|
None
|
All
|
Allows Lumu to fetch and display client company information
|
Service Desk
|
Close Service Tickets
|
None
|
All
|
None
|
All
|
Allows Lumu to close service tickets based on service board statuses
|
|
Service Desk
|
Service Tickets
|
All
|
All
|
None
|
All
|
Allows Lumu to create tickets when an incident is detected and change statuses according to changes in the portal
|
System
|
Table Setup
|
None
|
None
|
None
|
All
|
Allows Lumu to sync boards, statuses, etc.
|
To create an
API Member
in the ConnectWise PSA portal, go to System > Members and choose the API Members tab. Click the “+” button, and fill out the information in the New Member form. Remember to assign the appropriate Role ID
to the API Member.
To generate the API key, select the API Member and go to the API Keys tab. Click the “+” button and fill out the required information. Public and private keys are then displayed. Save these keys as they are required for the integration. Please note that the Private Key is only available when the key is created.
Board
For every incident detected by Lumu, the integration will generate tickets in a Service Board of your choice. The integration creation process will list the available boards for you to choose from; however, should you need to create a new board, go to Setup Tables and search “Service Board” in the Table column. Click on the Service Board option.
A screen listing the available boards will appear. Choose the one you want to use for the integration, or create one clicking on the “+” button.
You can see or edit the board data clicking on the board name.
Status (Open, Closed and Muted)
Incidents in the Lumu Portal can have three statuses:
-
Open
-
Closed: the incident has been resolved. A new contact with the same adversary will create a new incident.
-
Muted: the incident is no longer updated with new contacts
The Service Board should provide at least three statuses to match. Please note that an incident cannot be reopened in the Lumu portal; however, it can be unmuted.
While creating the integration, the Lumu Portal will list the available statuses for you to choose from.
You can list the available statuses for a board - and create new ones if needed, by accessing the Statuses tab in the board data view.
The integration will keep the statuses of incidents and corresponding tickets aligned.
Type
Optionally, you can assign a
type, subtype, and item to the tickets created by the integration. You can choose a different categorization for each threat type if you wish to do so.
While creating the integration, the Lumu Portal will list the available types, subtypes, and items for you to choose from.
You can view types, subtypes and items, and if needed, create new ones by accessing the Types, Subtypes and
Items tabs in the Service Boards
view. Please make sure to create the required associations between types, subtypes and items.
Company
The tickets created by the integration will be associated with a company managed in your ConnectWise PSA portal.
The integration creation process will list the available companies for you to choose from.
To list, and if necessary create, the companies in the ConnectWise PSA portal choose
Companies
>
Companies.
Add Integration
1. Log in to your Lumu account through the Lumu Portal and navigate to the Integrations screen.
2. Locate the ConnectWise PSA integration in the available apps area and click to add, then click to view details.
Familiarize yourself with the integration details available in the app description and click the button below to activate the integration.
3. Add the integration description and fill in the integration data.
Hostname is the hostname you use to login into the ConnectWise PSA portal - e.g. staging.connectwisedev.com
Company ID is the Company you use to login into the ConnectWise PSA portal.
Public Key and Private Key are the credentials assigned to the API Member you’ve chosen for the integration.
4. Select the company and the board the tickets created by the integration will be assigned to.
5. Select the statuses in ConnectWise PSA that correspond to the statuses of the incidents in the Lumu portal
a. Optionally, select the type, subtype and item to be assigned to the tickets created by the integration. You can choose default values to be assigned to all tickets, and/or values to be used for each threat type. This step is optional and you can leave it blank if you do not wish to categorize the tickets.
6. You can now see the details of the created integration