{"id":7292,"date":"2023-09-11T05:19:45","date_gmt":"2023-09-11T05:19:45","guid":{"rendered":"https:\/\/pariswells.com\/blog\/?p=7292"},"modified":"2023-09-11T05:19:48","modified_gmt":"2023-09-11T05:19:48","slug":"connectwise-automate-useful-links","status":"publish","type":"post","link":"https:\/\/pariswells.com\/blog\/research\/connectwise-automate-useful-links","title":{"rendered":"Connectwise Automate Useful Links"},"content":{"rendered":"\n<p>Enabling AI<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/090\/083\/010\/040\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/090\/083\/010\/040<\/a><\/p>\n\n\n\n<p>Templates and Monitors refresher<\/p>\n\n\n\n<p><a href=\"https:\/\/university.connectwise.com\/university\/training\/videolibrary.aspx?CourseID=156\">https:\/\/university.connectwise.com\/university\/training\/videolibrary.aspx?CourseID=156<\/a><\/p>\n\n\n\n<p>Automation (Scripting)<\/p>\n\n\n\n<p><a href=\"https:\/\/university.connectwise.com\/university\/training\/videolibrary.aspx?CourseID=404\">https:\/\/university.connectwise.com\/university\/training\/videolibrary.aspx?CourseID=404<\/a><\/p>\n\n\n\n<p>Automate System Configuration (Email configuration, LTShare, retention)<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/060\/260\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/060\/260<\/a><\/p>\n\n\n\n<p>reducing ticket noise<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requests\n<ul class=\"wp-block-list\">\n<li>creating and editing the tray Menus &#8211;&nbsp;<a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F060%2F020%2F010&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546294330%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=UOX%2BtOzxE%2BHYmtTEBH2PrjO%2BOezw5KYYj4ZtJLxaAAk%3D&amp;reserved=0\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/060\/020\/010<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Incidents\n<ul class=\"wp-block-list\">\n<li>Configure an alert and an action on an alert &#8211;&nbsp;<a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F060%2F030%2F010&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546294330%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=d%2FOfNXkD9n9WKcU5PSfi6X6iD%2BsDepMyozrRSWdhhJg%3D&amp;reserved=0\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/060\/030\/010<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>monthly reporting<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>how to create a report &#8211;&nbsp;<a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Funiversity.connectwise.com%2Funiversity%2Ftraining%2Fvideolibrary.aspx%3FCourseID%3D3108&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546294330%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=DQ4j9PGD9OnehXcM5KUfAb5G80M6%2B57sUMq6ntmsy5s%3D&amp;reserved=0\">https:\/\/university.connectwise.com\/university\/training\/videolibrary.aspx?CourseID=3108<\/a><\/li>\n<\/ul>\n\n\n\n<p>Report Center:&nbsp;<a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F070%2F210%2F030&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546294330%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=qwWknuIEWVQOjBvmFvJSdmrURQS2AGGI6m%2FTjgT0z5s%3D&amp;reserved=0\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/070\/210\/030<\/a><\/p>\n\n\n\n<p>Report Designer:&nbsp;<a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F070%2F210%2F030%2F070%23Create_a_Basic_Computer_Report&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546294330%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=AkabeM54NcKwk5rkLfS%2BmXlSk4zPUuTOHzGzCBCNHiA%3D&amp;reserved=0\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/070\/210\/030\/070#Create_a_Basic_Computer_Report<\/a><\/p>\n\n\n\n<p>Example of search criteria for a group set by site<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/pariswells.com\/blog\/wp-content\/uploads\/2023\/09\/image-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/pariswells.com\/blog\/wp-content\/uploads\/2023\/09\/image-2-1024x575.png\" alt=\"\" class=\"wp-image-7293 img-responsive\" srcset=\"https:\/\/pariswells.com\/blog\/wp-content\/uploads\/2023\/09\/image-2-1024x575.png 1024w, https:\/\/pariswells.com\/blog\/wp-content\/uploads\/2023\/09\/image-2-300x168.png 300w, https:\/\/pariswells.com\/blog\/wp-content\/uploads\/2023\/09\/image-2-768x431.png 768w, https:\/\/pariswells.com\/blog\/wp-content\/uploads\/2023\/09\/image-2.png 1097w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>User access permissions<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/060\/300\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/060\/300<\/a><\/p>\n\n\n\n<p>Configuring the Manage to Automate Integration<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/080\/040\/020\/040#Field_Mapping\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/080\/040\/020\/040#Field_Mapping<\/a><\/p>\n\n\n\n<p>Embend Control into your website<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.connectwise.com\/ConnectWise_ScreenConnect_Documentation\/Get_started\/Knowledge_base\/Embed_ConnectWise_ScreenConnect_on_your_site\">https:\/\/docs.connectwise.com\/ConnectWise_ScreenConnect_Documentation\/Get_started\/Knowledge_base\/Embed_ConnectWise_ScreenConnect_on_your_site<\/a><\/p>\n\n\n\n<p>Wildcard Searches<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/ConnectWise_Automate_Knowledge_Base_Articles\/Monitors%3A_SW_-_Unclassified_Apps_Monitor_Troubleshooting\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/ConnectWise_Automate_Knowledge_Base_Articles\/Monitors%3A_SW_-_Unclassified_Apps_Monitor_Troubleshooting<\/a><\/p>\n\n\n\n<p>Setting up and maintaining the Ignite Plugin<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\" start=\"1\">\n<li><a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F080%2F030%2F040%2F010&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546450548%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=ThxfcdxQdLtN8YR%2BCFfhXeITA%2FqSg8J7nkF0ypuo4F0%3D&amp;reserved=0\">Installing the&nbsp;<strong>Ignite<\/strong>&nbsp;Solution<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Funiversity.connectwise.com%2Funiversity%2Ftraining%2Fvideolibrary.aspx%3FCourseID%3D1086&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546450548%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=yv3N7H0qBgXV6oKUTDkJ1i9QRHmswSf%2FJiOHQPkezwQ%3D&amp;reserved=0\">Getting Started with&nbsp;<strong>Ignite<\/strong>&nbsp;Tuning<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F050%2FManaging_Ignite&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546450548%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=mmOjjyGgOiLv%2BwagC6XZ0WL7vJrceCr07FPXp9fWBkE%3D&amp;reserved=0\">Managing&nbsp;<strong>Ignite<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F080%2F030%2F040&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546450548%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=Vs1omQvJ4SFG8YyRbg9pInwm1UKUdgWMS9mX7%2Fhs5pM%3D&amp;reserved=0\"><strong>Ignite<\/strong>&nbsp;Plugin for ConnectWise Automate<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Funiversity.connectwise.com%2Funiversity%2Ftraining%2Fvideolibrary.aspx%3FCourseID%3D1786&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546450548%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=DBcWCqafFhP6HdGA8gyCCxMgVlTMs9gvhPLODOfsb9Y%3D&amp;reserved=0\"><strong>Ignite<\/strong>&nbsp;Management Packs<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F020%2F010%2F050&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546450548%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=Lcb0eS%2BfdttJOYjwngoI2JpT1ux%2F%2FMLB7tl%2Fi%2BVW9VY%3D&amp;reserved=0\">Update&nbsp;<strong>Ignite<\/strong><\/a><\/li>\n<\/ol>\n\n\n\n<p>Upgrading Automate version &#8211; onprem<\/p>\n\n\n\n<p>&#8211;&nbsp;<a href=\"https:\/\/aus01.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fdocs.connectwise.com%2FConnectWise_Automate_Documentation%2F020%2F010%2F040&amp;data=05%7C01%7Cparis.wells%40pa.com.au%7C2d02bd08b5f64017f5e308dbb01b1087%7Ce417d5cce5d84cadb2cdc5ef82dea0a0%7C0%7C0%7C638297402546450548%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=HTo65vGSqeEfsp8ArpDSOAUwyLAhf1SkTgPFPm77yaI%3D&amp;reserved=0\">https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/020\/010\/040<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Enabling AI https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/090\/083\/010\/040 Templates and Monitors refresher https:\/\/university.connectwise.com\/university\/training\/videolibrary.aspx?CourseID=156 Automation (Scripting) https:\/\/university.connectwise.com\/university\/training\/videolibrary.aspx?CourseID=404 Automate System Configuration (Email configuration, LTShare, retention) https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/060\/260 reducing ticket noise monthly reporting Report Center:&nbsp;https:\/\/docs.connectwise.com\/ConnectWise_Automate_Documentation\/070\/210\/030 Report [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-7292","post","type-post","status-publish","format-standard","hentry","category-research"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/posts\/7292","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/comments?post=7292"}],"version-history":[{"count":1,"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/posts\/7292\/revisions"}],"predecessor-version":[{"id":7294,"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/posts\/7292\/revisions\/7294"}],"wp:attachment":[{"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/media?parent=7292"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/categories?post=7292"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pariswells.com\/blog\/wp-json\/wp\/v2\/tags?post=7292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}