Configuring Autotask
The following are the steps to configure Autotask:
Creating User-Defined Fields
If you have an existing legacy Autotask integration, some of the required user-defined fields might already exist. Existing user-defined fields with the Field Type set to ATEDataMapping instead of Text (Single Line) do not need to be modified.
The user-defined field names must match the names provided in the procedures below.
To create an account user-defined field
Log in to Autotask using an Administrator account.
Hover over the Autotask menu in the upper left corner
, click Admin > User Defined Fields.
Click the Companies tab.
Click New.
In the Name box, type Managed Workplace Site GUID.
From the Field Type box, select Text (Single Line).
Click Save & Close.
To create service ticket user-defined fields
Log in to Autotask using an Administrator account.
Hover over the Autotask menu in the upper left corner
Click the Companies tab.
Click the Tickets tab.
Click New.
In the Name box, type Managed Workplace Ticket ID.
From the Field Type list, select Text (Single Line).
Click Save & New.
In the Name box, type Managed Workplace Var GUID.
From the Field Type list, select Text (Single Line).
Click Save & New.
In the Name box, type Managed Workplace Alert Type.
From the Field Type list, select Text (Single Line).
Click Save & Close.
To create configuration item user-defined fields
Log in to Autotask using an Administrator account.
Hover over the Autotask menu in the upper left corner
Click the Companies tab.
Click the Site Configuration Items tab.
Click New.
In the Name box, type Managed Workplace Device GUID.
From the Field Type list, select Text (Single Line).
Click Save & New.
In the Name box, type Managed Workplace Device Description.
From the Field Type list, select Text (Single Line).
Click Save & New.
In the Name box, type Managed Workplace Device IP Address.
From the Field Type list, select Text (Single Line).
Click Save & New.
In the Name box, type Managed Workplace Device Inventory Tag.
From the Field Type list, select Text (Single Line).
Click Save & New.
In the Name box, type Managed Workplace Device Type.
From the Field Type list, select Text (Single Line).
Click Save & New.
In the Name box, type Managed Workplace Device Last Logged On User.
From the Field Type list, select Text (Single Line).
Click Save & Close.
To ensure that user-defined fields are editable when they’re imported, click Autotask > Admin > Features & Settings > Resources/Users (HR) > Security > Protected Data. Then ensure the following check boxes are enabled:
Edit Protected Data
Edit Unprotected Data
Disabling the MW Extension
Next, you will disable the legacy Autotask integration by disabling the Barracuda RMM Extension. If you are configuring an Autotask integration for the first time, skip this step.
Newer versions of Autotask may not have a Barracuda RMM Extension.
Log in to Autotask using an Administrator account.
Hover over the Autotask menu in the upper left corner
Click the Extensions & Integrations tab.
Click Other Extensions & Tools, then Managed Workplace Extension.
Clear any existing Device Discover batches that have not been reconciled by clicking Clear Batches.
Clear the Active check box and all discovery time check boxes.
Click the Options tab.
Clear the Enable Round-Trip Closure check box.
Click the Notification tab.
Clear all check boxes.
Click Save.
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