For ConnectWise Manage On-Premise Customers Only
If your ConnectWise Manage instance is hosted by ConnectWise in their cloud service, you will need to authorize Cognition360, you may skip this step and proceed to Step 2a - Authorize ConnectWise Cloud
If your ConnectWise Manage instance is on-premise or hosted by you please continue using this article.
Not sure which setup instructions apply to you? Click here ConnectWise Manage - Hosted or Cloud?
Configure your on-premise instance of ConnectWise Manage to talk to our Cognition360 environment.
To setup the on-premise component of the Cognition360 Analytics to connect to your on-premise installation of ConnectWise Manage, you'll need to be a Network Administrator and you will be performing the following:
Install the Cognition360 Windows Service
Configure the Windows Service
N.B. The Windows Service can be installed on any server within your network, but has two mandatory requirements. 1- the service must reside on a machine that has access to the database server which hosts the ConnectWise database. 2- the service must reside on a machine that has direct access to the internet.
The next step is to Download and run the MSI Installer
Install the Cognition 360 Windows Service
Download and run the MSI installer
Once the MSI file has been downloaded, double click to start the setup wizard.
Select and Click “Next >” to proceed add the configuration items for the Windows Service.
Configure Windows Service Installation
Select Installation Folder:
Either type or use the “Browse…” button to enter the drive and folder location of where you want to install the Windows Service. It is recommended that the windows service is not installed within the “Program Files (x86)” folder on the machine. Once the drive and folder location have been selected, save the value to Notepad as it will be needed for later in the installation process. Click “Next >”.
Organization Connection Details:
This info is unique to your account and should be provided during initial setup. If you cannot locate your info Contact Provisioning to request your unique token and key. The Organization Token is your unique identifier within the Cognition 360 environment. The "security key" is used to provide an extra layer of security when communicating with the Cognition 360 cloud environment. Once this information has been entered click “Next >”.
Organization Database Connection String:
This screen collects the information required to connect to your organizations ConnectWise database. The “Server” is the name of the Microsoft SQL Server that hosts your ConnectWise database. The “Database” is the name of the ConnectWise database (e.g. cwwebapp_xxxx), and the “Username” and “Password” are the SQL login credential with Read Only permissions to your ConnectWise database.
You will need to have created a SQL Login/User in the Master database for Cognition360. This Login/User needs db_datareader access to the ConnectWise Manage database.
--Run in master --Create Database User CREATE LOGIN [svc-cognition] --Or whatever name you want WITH PASSWORD = 'Please make sure you alpha numerical characters and use no special characters as this could interfere with SQL reserved characters' --Add your own Complex password --Run in Datawarehouse --Create user in DW CREATE USER [svc-cognition] --Or whatever name you want FOR LOGIN [svc-cognition] --Or whatever name you chose WITH DEFAULT_SCHEMA = dbo GO --Add user to the dabase owner role EXEC sp_addrolemember N'db_datareader', N'svc-cognition' GO
Once this information has been entered click “Next >”.
Comparison Data Location:
Add the saved folder path from Notepad to this screen. Click “Next >” to confirm and start the installation.
Once installation is complete, use the close button to finish the MSI installation.
Configure the Windows Service
Once the Cognition 360 Windows Service installation completes a new Service will show up within the Windows Services. There are two post installation updates that are required to ensure the correct running of the service.
1. Set the Service to start – Automatic (Delay Start)
2. Confirm that the login account is “Local Service”
Open the “Services” control panel on the machine where the Windows Service has been installed. This can be found in the “Administrative Tools” section of the Windows Control Panel or can be access by running services.msc from the “Run” prompt (Windows Key-R).
Find and double click the “Cognition BIT Windows Data Service”. On the General tab select the “Startup type” drop down and select “Automatic – Delay Start”. Then select the Log On tab and ensure that the “This account” radio button is selected, and the Local Service user is selected. Apply the changes and close the window.
Start the Cognition360 windows service.