BMS-VSA integration setup

Introduction

RMM integrations with VSA and BMS allow you to sync your organizations and machines to BMS. This integration provides the ability to push tickets, create client portal users from VSA contacts, use Live Connect on synced assets, and run agent procedures via workflows in BMS. Integration prerequisites such as server details can be found here.

NOTE   We have a new authentication method, and this method uses access tokens instead of password. This method is more secure. We suggest that you move the integration to this new method. For detailed information, please see Use VSA Access Token: BMS | VSA Integration.

Integration has three steps and involves configuration on both BMS and VSA:

  1. BMS RMM Integration
  2. VSA Sync Configuration
  3. Live Connect

Steps

BMS-RMM Integration

  1. Navigate to Admin > Service Desk > RMM Integration Settings.
  2. Click New.
  3. Enter the integrator user name and password created in VSA.
    • Server Address: Enter FQDN or the IP address of your VSA.
    • Show Server Address: Your selection determines whether the VSA server details will be shown on tickets under Affected Assets > RMM Server.
  4. When a ticket is created in BMS based on a ticket in VSA, those tickets need default values for required fields. Set those defaults in the Ticket Defaults section.
  5. Click Save.
  6. Click Test Connection to confirm the integration.
    11OR_RMM_BMS_int_page_wout_asset_sync.png

VSA Sync Configuration

  1. Navigate to System > BMS Integration > Sync Configuration.
  2. Click Edit.
  3. Fill in the server details of your BMS.
  4. Choose Asset Push and configure the ticket processing rules as required.
  5. Click Save.
  6. Activate the Integration module.
  7. Click Test to confirm the integration.

The Sync Processing and Integration modules are now activated and will display a green checkmark to confirm the successful setup.

2OR_RMM_VSA_int.png

Tip! If you use an on-prem VSA which is not accessible publicly, we advise you to add our BMS server IPs to your VSA server whitelist. Refer to this article for IPs.

Live Connect

If you are using Live Connect and want to enable access between VSA and BMS, ensure that you have the latest version of the Live Connect app installed from VSA first.

Configure VSA

  1. Navigate to VSA > System > OAuth Clients.
  2. Click Register Client.
    1. Client Name - Enter your tenant name.
    2. Redirect URL - Enter your BMS server URL (https://<bms-domain-name>/OAuth/KaseyaVSACallback.aspx).
    3. Email - Enter a valid email address. The client secret code will be sent to this address.

Configure BMS

  1. Navigate to Admin > Service Desk > RMM Integration Settings.
  2. Click the Live Connect tab and then add the Client ID and Secret.
  3. Click Save. 
  4. Navigate to My Settings > Integrations.
  5. Click Connect. If you are already logged into VSA, this will auto-authenticate. If you are not logged in, you will need to provide the correct credentials. 

NOTE  BMS has an Auto Remediation feature which enables you to associate a VSA agent procedure with a BMS workflow, and automatically execute the procedure when the workflow is triggered.