Kaseya BMS Integration

Modified on Wed, 18 Oct 2023 at 02:57 PM

Kaseya BMS Integration

CyberCNS supports Kaseya PSA integration to add value to partners using existing ticketing system functionality. This integration can be used primarily to notify and manage security assessments reported by CyberCNS.

Select Integration

This screen will likely change as we add more integrations.

There are two Kaseya integrations based on Kaseya Versions, Kaseya( V1_Jan2022) & Kaseya(Post_Jan2022), Please select the appropriate version.

  • Navigate to Global Settings((blue star)) > Integrations and choose Kaseya from the integrations listed here.

  • It will lead to add credentials for your Kaseya Instance. Provide details as requested by clicking on the '+' sign.

Enter Credentials

  1. Enter Credential Name: Choose a name of your choice for the credentials to be added.

  2. Enter UserName: Enter a Kaseya Username for the credentials to be added.

  3. Enter Password: Enter the Kaseya Password name for the credentials to be added.

  4. Enter Domain: Enter the Kaseya Domain name for the credentials to be added.

  5. Enter Tenant Name: Enter the Tenant Name of the domain.

(blue star) For how to set up the Kaseya credentials, refer to this link https://helpdesk.kaseya.com/hc/en-gb/articles/360015206778-Getting-Started-with-your-PSA-tenant.(Use this documentation for Kaseya Version Before January 2022).

For Kaseya_Version After January 2022 please follow the below steps:

  1. Browse the Kaseya portal and login.

  2. Navigate to HR Portal and choose Api Employee as the User Type in the Employees section and create a API user as shown below.

3. Use this API user credentials in Kaseya (post_jan2022) for CyberCNS integration purpose.

  • Once all the below details are provided, SAVE the data. Likewise, can add multiple credentials in this section using the '+' sign.

  • The next step is to map local companies in CyberCNS to Kaseya companies corresponding to the selected domain.

Company Mapping

  • In Company Mapping, there are three rules to be set. Those are Event Set, Integration Profile, and Manage Company Mapping.

  • Under the Event Set, click on +Add to add the Alert Rule.

  • Here a set of Events are to be set to get notified on. Those events are categorized under Agent, Company, Asset, Ports, Remediation, and AD Audit.

  • Enter the Event Name and select the category of an Event as required.

  • Every Category has a set of events/alerts under them which needs to be selected as per requirements.

  • e.g. Asset category has below-listed alerts and selection of all or any is allowed.

  • The Ports category has the below-listed alerts and selection of all or any is allowed.

  • For the Remediation category, selection of Remediation by company OR Remediation by Assets OR Remediation by Product is allowed.

  • Choose the Vulnerability and Azureerror alerting events that should be notified on selected channels.

  • Asset category has below-listed alerts and selection of all or any is allowed.

  • The Adaudit category has below-listed alerts and selection of all or any is allowed.

  • Azure AD Adult and Unquoted service path category has below-listed alerts and selection of all or any is allowed.

  • For the Reports, the below-listed alerts and selections are allowed.

  • Choose the listed events to set up CyberCNS Alerting as required.

  • Once the above details are selected, click on Save.

  • There is an option to Edit, Delete, and Set as default for the Notification Rules using the Action column. The listed Notification Rule can be edited and deleted if needed.

  • For settings, the created Event as default, select the option Set as Default.

  • To confirm the set as the default action, select Yes or No in the confirmation dialogue box.

  • Once the event is set to default, under the Is Default column the status can be seen.

Integration Profile

Users will be able to set notification rules from integrations right away for conditions listed under it.

  • Under the Integration Profile, click on +Add to add the Integration Rule.

  • Enter the Name, Select the credential and fill out all of the required fields in the Integration Parameters.

  • Once the below details are provided, click on Save.

  • There is an option to Edit, Delete and Set as default under the Integration Rules using the Action column. The listed Integration Rule can be edited and deleted if needed.

  • For setting the newly created Event as the default, select the option Set as Default.

  • To confirm the Set as the default action, select Yes or No in the confirmation dialogue box.

Manage Company Mapping

  • Click on Manage Company Mapping.

  • Choose Kaseya Credentials from the dropdown and click on + Add to add Integration Mapping for specific companies.

  • In New Company Mapping, choose the Kaseya Credential which are listed. (These are to be added under the Integration section for Kaseya)

  • One of these two options could be selected

(blue star) Import Companies from Kaseya:- To import multiple companies listed under Kaseya to CyberCNS at a time.

(blue star) Map Existing Company to a Kaseya company:- To map an existing company in CyberCNS to the existing company under Kaseya.

  • To import multiple companies from Kaseya, choose Import Companies from Kaseya, and click on Next.

  • In the below image, the company can be searched using the search option given.

  • The Page Size shows the rows per page that can be displayed for search results and the Page shows the number of pages that can be displayed for a search result.

  • Click on Get Companies to show the list of the companies as requested in the search column.

  • Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.

  • In case you want to manually search the company, you can simply click on the drop-down of Kaseya Companies and it will list all companies available under Kaseya.

  • Once the company is selected, it shows as an additional entry below. It can be deleted or click on Next to proceed further.

  • Now click on Finish to import all the selected Kaseya companies. This completes importing companies from Kaseya.

  • Click on +Add to Map Existing Company to Kaseya company.

  • In case the local company is already created in CyberCNS and is to be mapped with Kaseya company, then select Map Existing Company to Kaseya company and click on Next.

  • As shown in the below image, select the Local company and Kaseya company by using a dropdown or with the search bar as per the requirement.

  • Once the company is selected click on ‘Add' to select the company and click on Finish to map all the selected Kaseya companies.

  • Please choose/select the No Notification option only if no notifications are required using this integration and click Add.

  • Once all the fields are provided, click on Finish.

  • Selected companies are shown in the image below, along with details such as Existing Company Name, Company Name, and Mapped Date.

  • Here click on Copy Settings to Copy the company mapping settings to other company mappings.

  • To copy the settings, select the desired company mappings and click on Update. This will copy the event set, integration profile, and ticket creation fields from the source company mapping to the selected target company mappings.

  • Using the Action column, you can delete the integration mapping. Any mapping can be removed as and when necessary.

This completes the documentation of Kaseya Integration.

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