Discover IT Glue’s latest feature rollout

• NOW LIVE! Cooper Copilot Smart Assist: Simplify and declutter your IT documentation with AI-powered automation from Cooper Copilot. Smart Assist streamlines documentation upkeep by thoroughly reviewing all documents to pinpoint outdated assets, enabling you to quickly clean up stale documentation with just a few clicks. It flags stale documents for quick removal, highlights duplicates and marks expired content for efficient cleanup. Additionally, Smart Assist recognizes frequently used documentation across your team, enabling easy replication across organizations, so you can scale proven processes without starting from scratch. Read the Knowledge Base article for more information.
  • Coming Soon: Smart Assist will extend to passwords and configurations, expanding automated support to declutter these critical areas.
• NOW LIVE! BitLocker Recovery Key Auto-Documentation: Avoid downtime during unforeseen emergencies and never waste time trying to access BitLocker recovery keys again. With our BitLocker Recovery Key Auto-Documentation feature, recovery keys are automatically documented and associated with their respective devices in Network Glue. This ensures keys are readily available, minimizing downtime in case of a device lockout. Learn more in the Knowledge Base article, or book a live demo of Network Glue to see the feature in action.

• NOW LIVE! Datto Endpoint Backup Insights & Datto SaaS Protection User Insights: All your backup documentation — Datto SaaS for user data, Datto Endpoint for devices and Datto BCDR for appliances — is now centralized. These key integrations in IT Glue enable quick troubleshooting and ensure data security with comprehensive, up-to-date backup insights for each layer of protection. Read the Knowledge Base article to learn more.
  • NEW: Datto BCDR Backup Health Flexible Asset via Cooper Copilot Smart Create: This feature allows you to effortlessly monitor the health of Datto BCDR backups by generating flexible assets automatically, making it easier to track backups across your environments and manage them proactively.
  • NEW: Datto SaaS Protection User Insights: Gain granular visibility into user backup specifics with Datto SaaS Protection User Insights, offering detailed data to ensure you have every piece of information about a user in one pane for faster troubleshooting.
  • NEW: Datto Endpoint Backup Integration for PCs: The latest integration with Datto Endpoint Backup allows comprehensive documentation of device backups, ensuring all your PC backup data is centralized ensuring users’ productivity is never at risk.

• NEW! Password Policy Enforcement: Our new Password Policy Enforcement feature allows you to meet compliance standards effortlessly. Set policies that align with your organization’s security needs by choosing password type, length and complexity, which will be instantly enforced across all IT Glue organizations for peace of mind. Read the Knowledge Base article to learn more.

• NEW! Customizable Runbooks: Now, with Customizable Runbooks, you can create tailored exports for core and flexible assets, saving you time and eliminating the need to “export all or nothing.” Focus only on the essential information that matters, making runbooks more relevant and efficient. Customizable runbooks are applicable for scheduled runbooks as well. Read the Knowledge Base article to learn more.

• NEW! QBR Report Builder in myITprocess: Tired of manually compiling QBR reports? Our QBR Report Builder lets you automate the entire process, templating reports for each client. This feature covers essential areas like Warranty Lookup, Executive Summary, Alignment and Budget, and a Strategic Roadmap. Customize your own agenda only with relevant reports for each client, and seamlessly duplicate these reports with updated data for every upcoming meeting thereafter, reducing significant manual labor. Read the Knowledge Base article to learn more, or book a one-one-one myITprocess demo to see the feature in action.

What’s next? Get excited for our new features coming soon

• COMING SOON! Datto RMM Software Asset Tracker: Launching in November 2024, the Datto RMM Software Asset Tracker will automatically track every application installed on your network’s devices. Gain visibility into each device’s software inventory, or identify which devices are running specific software with ease.
• COMING SOON! IT Glue Mobile App 2.0: Expected in December 2024, the IT Glue Mobile App 2.0 brings a refreshed UI and UX, along with key features like asset pinning to streamline access to essential data. This update addresses efficiency and performance, giving you a better mobile experience on the go.
• COMING SOON! myITprocess Device Expiration Auto-Documentation: Releasing in November 2024, this feature will provide full visibility into warranty and end-of-life expiration dates for devices from myITprocess, directly within IT Glue — offering comprehensive asset documentation in a single pane. Book a one-one-one myITprocess demo to learn more.
• COMING SOON! Cooper Copilot: Smart SOP Generator: Coming in 2025, Cooper Copilot will introduce the Smart SOP Generator, an AI-driven tool that will automatically create SOPs based on the actions taken by your technicians with seamless screen recording, helping IT teams build reliable documentation faster than ever.

Stay tuned for the latest from IT Glue, as we continue to deliver innovative tools designed to elevate your documentation experience and drive your success. Exciting updates are on the way—don’t miss out!

Ready to see these new features in action? Book a live IT Glue demo with an expert to experience our new features first-hand.

The post IT Glue Product Updates from Kaseya DattoCon 2024 appeared first on IT Glue.

**Updates published on October 25, 2024

Welcome to the era of Cooper Copilot, a revolutionary AI engine poised to transform the landscape of IT documentation and the power it can bring to IT teams. This blog post dives deep into Cooper Copilot, showcasing how it eliminates manual processes, enhances accuracy and boosts efficiency. Through specific use cases and real-world applications, we’ll demonstrate the tangible benefits of this innovative tool.

Meet Cooper Copilot: Your new documentation superpower

Cooper Copilot for IT Glue is an advanced, AI-driven tool that brings automation, precision and efficiency to IT documentation. Leveraging natural language processing (NLP), generative AI, machine learning and intelligent algorithms, Cooper Copilot stands as the first of its kind, fully developed in-house to meet the unique needs of IT professionals.

Developing a high-quality AI feature like Cooper Copilot isn’t an overnight endeavor. It requires a clear goal, business outcomes and high-quality data. When we think about how to incorporate intelligence within IT documentation, we consider how IT Glue can assist your team throughout the entire documentation lifecycle. This foundation ensures that Cooper Copilot provides meaningful, accurate and actionable insights and automations.

Automated, intelligent asset relationships: Cooper Copilot – Smart Relate

One of Cooper Copilot’s standout features is Smart Relate, which automates the documentation of asset relationships. This refers to the ability to link, view and click on any assets related to the one you are currently viewing in IT Glue, all from the same pane. As IT environments grow, manually creating and updating these relationships becomes increasingly burdensome and error-prone.

Cooper Copilot solves this by automatically suggesting and forming asset relationships, like linking a password asset to a user’s device with just a click. Also, Smart Relate automatically deletes outdated relationships it created, ensuring your documentation always accurately reflects the current connections between assets in any IT environment.

On average, mature IT Glue accounts form around 14,000 relationships, highlighting the significant time savings and error reduction this feature provides.

Harnessing Smart Relate for swift issue resolution

Interconnected documentation helps you quickly identify the root causes of issues and highlights any linked assets that should be checked, reducing downtime. With Smart Relate, all relevant information is always up to date and easily accessible, saving you from time-consuming searches.

When one asset causes an issue, any related assets that might also be affected will be clearly visible in a single view. This ensures the technician won’t overlook any linked assets, even those they may not know about, allowing them to address all potential problems upfront and prevent future delays from additional tickets caused by the same issue.

In addition to identifying, suggesting and creating relationships between core IT Glue assets, Smart Relate has evolved to automatically document relationships between Microsoft users and their Intune devices without any additional clicks.

Similarly, Smart Relate is equipped to instantly create relationships between Datto Networking Access Points to the Wireless Networks they belong to, and Datto BCDR Appliances to Agents.

Seamless IT infrastructure management: Cooper Copilot – Smart Create

Smart Create is another powerful feature of Cooper Copilot, intelligently organizing and summarizing IT information. Using AI, it provides a clear overview of specific functions of an IT environment through flexible asset templates. These templates bring together critical assets already documented inside IT Glue so you can click and view additional related assets from one place.

Harnessing Smart Create for maximizing personnel ROI

Consolidating IT information into a Flexible Asset template ensures all critical data for a specific concern is available in one organized view. This is especially useful for new technicians who are less familiar with the IT environments or for dynamic organizations with limited resources that struggle to keep large amounts of data organized. For example, instead of manually gathering backup health data from various sources, Smart Create automatically compiles it into a single, easy-to-navigate tab, enabling technicians to spot potential issues before they escalate.

By providing comprehensive, structured views of the IT ecosystem, Cooper Copilot – Smart Create significantly enhances technician productivity. For example, when setting up a new network, Smart Create can automatically document Wi-Fi credentials and create wireless flexible assets, eliminating the need for manual data entry. This integration extends to automatic updates, ensuring documentation remains current and reducing the risk of stale information.

Clutter-free documentation: Cooper Copilot – Smart Assist (NOW LIVE – October 2024)

Smart Assist helps users manage and maintain their documentation by keeping it organized, up to date and clutter-free, ensuring the entire team can rely on its accuracy without needing to double-check. It supports this in two key ways:

1. Cleaning up stale assets: Smart Assist identifies outdated items like documents, passwords or configurations. It flags documents that haven’t been viewed or modified in a long time, highlights duplicates, and marks expired documents for quick and efficient cleanup.
2. Replicating proven processes: Smart Assist also identifies documentation frequently used by your team and allows you to easily copy and apply it across other organizations. This ensures successful processes can be reused across multiple organizations, saving time and eliminating the need to reinvent the wheel or go through trial and error with new processes.

Harnessing Smart Assist for documentation audits

Maintaining clutter-free, up-to-date documentation ensures compliance and simplifies audits. Cooper Copilot’s Smart Assist feature helps by keeping your information accurate and relevant — critical for regulatory reviews and internal audits. By effectively managing your documentation, your IT team can focus on solving problems and supporting your organization. Smart Assist highlights important, frequently used documents and tracks their usage, allowing you to streamline processes and boost efficiency.

Final Thoughts: Embracing the future of IT documentation with Cooper Copilot

Cooper Copilot for IT Glue represents a significant leap forward in IT documentation, bringing automation, precision and efficiency to the forefront. By leveraging AI technologies, Cooper Copilot transforms how IT teams handle documentation, from automating asset relationships to intelligently summarizing critical information and managing documentation clutter.

Start harnessing the power of Cooper Copilot today with a free demo and experience a new level of productivity and accuracy in your IT operations.

The post Transforming IT Documentation With Cooper Copilot appeared first on IT Glue.

As MSPs spend countless hours consolidating data from diverse platforms, the QBR reports risk becoming outdated by the time they’re ready. This cycle not only consumes resources but also hinders productivity, making it difficult for MSPs to focus on delivering value to their clients. Enter the QBR Report Builder in myITprocess — a transformative solution designed to streamline the entire QBR process. With up-to-date data readily available at all times, MSPs can now generate insightful reports quickly and efficiently.

Put QBR management on auto-pilot

Effectively managing quarterly business reviews (QBRs) is a challenge for MSPs, especially when dealing with multiple clients with varying needs. The QBR Report Builder in myITprocess is designed to simplify and automate the entire process, allowing MSPs to effortlessly create tailored, up-to-date and professional reports. Here’s how the QBR Report Builder can put QBR management on auto-pilot:

• Focus only on relevant information: Different clients come to the table with different expectations, and meeting those expectations can feel like juggling an overwhelming number of priorities. To address this challenge, the QBR Report Builder in myITprocess allows MSPs to draft custom tables of content and include only what is relevant for each specific client and meeting. The feature also allows users to save customized templates for future use or build upon previous reports, saving time on report preparation so that each report is efficient yet comprehensive. Additional sections can also be added as needed, making the QBR Report Builder both flexible and powerful.
• Compile data from multiple sources with ease: When preparing for a QBR, especially for larger clients, MSPs often need to source information from multiple platforms and then manually compile it into one cohesive report — a time-consuming and error-prone process. However, with the QBR Report Builder, all the necessary data is centralized, allowing you to generate a professional and informative PDF report in just a couple of clicks. This functionality not only saves time but also ensures that the information in your reports is always up to date.
• Add customized branding and colors: The QBR Report Builder also offers branded and customized reports that align with your organization’s branding standards, including the option to add logos, titles and custom cover pages. The result is a polished and professional report every time.

Build professional, insightful reports in seconds

Sometimes, a client may request an impromptu meeting to get an update on ongoing projects or strategic plans. In such cases, MSPs often scramble to gather the required information in a limited timeframe. The QBR Report Builder has you covered. With readily available data in myITprocess, MSPs can quickly draft a report and enter the meeting fully prepared — even at a moment’s notice.

The QBR Report Builder includes various report types:

• Integrated Executive Summary: Integration with tools like Autotask, Datto BCDR, DEBC for PCs and Servers, Datto RMM, BMS, Graphus, Network Detection and Response (NDPro), and SaaS Protection for Google and M365.
• Budget Report
• Strategic Roadmap
• Alignment Report
• Progress Report
• Hardware Warranty Report
• Coming Soon: Microsoft License Report and EDR Report in the Integrated Executive Summary

With these options, MSPs can effortlessly create detailed, data-driven reports that meet their clients’ needs.

Make buying easy with client-facing, strategic reports

Securing client buy-in for strategic plans, especially those requiring increased budgets, can be challenging. The QBR Report Builder empowers MSPs to present critical data on IT health, risk management and growth opportunities — all in one clear and concise report. By presenting this information in a visually appealing dashboard format, MSPs help their clients easily understand key metrics and the rationale behind strategic recommendations.

These client-facing reports are instrumental in bridging the gap between complex IT concepts and client understanding, ultimately driving better decision-making. With an emphasis on transparency and strategic insights, clients are more inclined to approve increased budgets or invest in new technologies to strengthen their IT infrastructure.

Transform your QBR process today

The QBR Report Builder in myITprocess is a game changer for MSPs aiming to enhance efficiency and client relationships. By putting QBR management on auto-pilot, building professional reports in seconds and simplifying strategic decision-making for clients, this feature empowers MSPs to focus on what truly matters: delivering exceptional value and fostering stronger client partnerships. Say goodbye to the headaches of traditional QBR report preparation and hello to a streamlined, insightful and effective reporting process.

Ready to see how myITprocess can streamline your QBR process and make securing client buy-in easier than ever? Schedule a demo today and discover why myITprocess is the trusted choice for IT strategic planning by IT professionals worldwide.

The post Revolutionize Your Quarterly Business Reviews With QBR Report Builder in myITprocess appeared first on IT Glue.

Intelligent and automated backup documentation

Building on our mission, we are excited to introduce a new development to the Datto BCDR integration that combines intelligence with automation to bring you IT peace of mind and new efficiencies in your operations. Leveraging our new AI engine, IT Glue Copilot, and more specifically, the Smart Create and Smart Relate functionalities, IT professionals can now get an interconnected view of their backup appliances and agents and an overall backup health overview in one pane.

These new features offer a smarter, more efficient way to manage and protect your data backups. They allow you to streamline your day-to-day tasks, proactively optimize your data backups and drastically enhance the troubleshooting processes — all at once.

Quick overview of appliance resources for optimal backup agent management

Historically, documenting individual servers and appliances can consume a considerable amount of your time as you do not want any human errors during the process. The information can also be hard to sift through in your original backup portal. This challenge becomes even more prominent when the volume of data and backup devices you manage grows continuously.

Leveraging the power of IT Glue Copilot, we have brought an intelligent backup documentation approach to the Datto Continuity integration to tackle this challenge. With the Smart Relate feature, powered by IT Glue Copilot, documenting and relating appliances and agents has never been easier. The feature enables IT professionals to put more tasks on autopilot so they can focus on more strategic initiatives.

Key benefits include:

• Seamless documentation: This feature documents Datto BCDR appliances and their respective agents, which are automatically related as well. It also brings in critical backup information, such as total disk space used and last backup.
• Automatic agent-appliance correlation: Smart Relate automatically correlates agents to their respective appliances, regardless of whether you manage a handful of devices or hundreds. This feature eliminates the manual effort of linking agents to appliances, saving time and reducing errors.
• Proactive storage optimization: Traditionally, IT professionals manually check every appliance and agent to understand if an appliance has sufficient volume or resources to manage assigned agents, consuming a considerable amount of their time. However, with this feature, IT professionals can now easily find out if an appliance is nearing its storage volume. If so, they can proactively add more resources to handle the agents, ensuring optimal data backup and recovery.
• Enhanced visibility: Easily scroll through the list of appliances to quickly identify unprotected or failed backups for each agent, bypassing the complexities of a backup portal.

Daily backup health audit

IT Glue Copilot’s Smart Create functionality introduces a streamlined approach to perform backup audits and ensure compliance.

Checking the backup status of devices across multiple clients is a tedious and time-consuming task that requires multiple hours per week. With the Datto BCDR Backup Health summary in IT Glue, IT teams can turn this into a five-minute task by having all important backup details consolidated in a single view. To facilitate this, Smart Create automatically creates and manages a new Backup Health flexible asset, compiling the most critical backup details in a single pane.

Key benefits include:

• Quick review: Effortlessly check details about Datto BCDR appliances, including total disk space as well as details of the related agents, such as any backup alerts, failed backups and unprotected volumes. 
• Global view: View at-a-glance backup details for all your appliances and quickly gain a comprehensive understanding of the most critical backup information of your managed environments. 
• Enhanced efficiency: Technicians can more efficiently monitor BCDR equipment and backup statuses from a single, easy-to-navigate platform that they are already used to consuming information from, reducing the need to log into the Datto portal repeatedly.

Speed up backup troubleshooting

Lapses in data backup can be critical because they can endanger all business-critical data as well as the business itself. These two new features ensure that no backup issues go unnoticed.

You won’t have to switch between different platforms to identify an issue — all critical backup information is consolidated and delivered to you in a single view. This also significantly speeds up the troubleshooting process, allowing technicians to quickly identify any issues related to the backup appliances and agents.

Easily manage your backup documentation with IT Glue

The enhanced backup documentation capabilities in IT Glue provide an ideal way to manage your backups and secure your IT infrastructure. By automating documentation and enabling the auto-relation of Datto BCDR appliances to agents with a Backup Health summary, IT Glue empowers IT professionals to optimize operations and ensure data continuity. This streamlines day-to-day tasks and significantly improves troubleshooting, allowing professionals to focus on delivering superior service to their clients. Embracing these innovative tools to streamline your backup management helps you stay ahead in the ever-evolving IT landscape.

Learn more about these features and how to set them up at this Knowledge Base link.

IT Glue is an award-winning, SOC 2-compliant documentation management platform that can help you streamline your IT operations and make the most out of your IT environment. With over 100 integrations to bring in your critical IT information and an intelligence-driven framework and structure to help standardize your processes, IT Glue will help you take your IT documentation to the next level.

Want to discover how to simplify your IT management and unlock the exponential efficiencies of your IT environment? Get a demo now.

The post Quickly Audit Backup Health in IT Glue appeared first on IT Glue.

Here’s how the Integrated Executive Summary transforms reporting to better highlight your achievements and the successful outcomes for your clients.

Streamlined data compilation and customization

Gathering and consolidating data from various tools into a single, comprehensive report has traditionally been a time-consuming and cumbersome task. The Integrated Executive Summary eradicates this hassle, providing MSPs with a seamless solution that not only saves time but also allows for the tailoring of reports to meet each client’s unique needs. By selecting metrics that best reflect the client’s organizational priorities, MSPs can customize the information included, ensuring that reports are both relevant and impactful.

Cohesive and insightful presentations

Maintaining a professional appearance across all reports can be challenging, especially when dealing with disparate data sources. The Integrated Executive Summary addresses this by ensuring all reports adhere to a unified visual standard, making data easy to understand and presentations more compelling. Furthermore, the addition of insightful dashboards into myITprocess presentations enhances strategic recommendations, enabling MSPs to back up their advice with up-to-date, easily manageable data.

Key metrics at your fingertips

Recognizing the critical business functions for MSP clients, myITprocess has grouped essential metrics into three main categories: service desk KPIs, network risks and backup metrics. This organizational structure simplifies the process of data consolidation, allowing MSPs to focus on delivering value through efficient service ticket management, comprehensive security measures and robust data backup solutions.

Service desk KPIs

Effectively managing the influx of service tickets is a significant factor in building trust with clients. This transparency not only reinforces client confidence but also showcases the MSP’s commitment to prompt and effective problem resolution.

The Integrated Executive Summary provides deep insights into the following service desk KPIs:

• Ratio of open to closed tickets: Showcases the MSP’s ability to efficiently resolve issues, maintaining operational continuity for clients.
• Average resolution time: Demonstrates the speed at which problems are resolved, directly impacting client satisfaction.
• Integration with Autotask or BMS: Enables the inclusion of service desk metrics such as ticket volume, time to resolution and adherence to service-level agreements (SLAs), showcasing the quality of service delivery.
• Service delivery score: Offers a glance at your performance across various services delivered, including Asset Management, Software Monitoring, Antivirus and Patch Management, via Datto RMM.

Network risks

With cyber threats on the rise, prioritizing network security has never been more critical. This feature simplifies the communication of security initiatives, allowing MSPs to detail their efforts in defending clients’ networks.

From overall health assessments to specific risk metrics, MSPs can now provide a clear picture of the following proactive security measures:

• Overall network health: Assess the efficiency and health of the network infrastructure to ensure optimal performance.
• Hardware component performance: Gain insights into the status of critical hardware to preemptively address potential issues.
• Software application state: Evaluate software applications for improvements, enhancing functionality and security.
• Security protocol vulnerabilities: Monitor and mitigate vulnerabilities to strengthen defenses against cyber threats.
• Password policy integrity: Verify the strength of password policies to prevent unauthorized access.
• Comprehensive risk metrics: Utilize key risk metrics from Network Detective Pro for a thorough security overview.

Backup metrics

Data backup is a cornerstone of any robust IT infrastructure, yet its importance is often overlooked by clients. The Integrated Executive Summary brings backup metrics to the forefront, offering a detailed overview of backup health and reinforcing the MSP’s role in ensuring data security and business continuity.

The Integrated Executive Summary provides insights into the following backup metrics:

• Cloud-based data integrity: Gather insights into the health of Microsoft Azure, Microsoft 365 and Google Workspace backups, affirming data availability.
• Endpoint and server backup health: Monitor the backup status of PCs and servers to guarantee data is securely backed up and ready for quick recovery.
• Local storage utilization: Understand device storage use for efficient resource management.
• Update necessity: Stay informed on devices requiring updates to maintain performance and security.
• Backup infrastructure overview: Leverage a detailed look at the backup status across various platforms including Datto BCDR, Datto Endpoint Backup, Datto File Protection and solutions for M365, Google Workspace and Salesforce.

Getting started

The Integrated Executive Summary feature within myITprocess represents a significant step forward in the way MSPs manage, present and leverage data to demonstrate value to their clients. By streamlining the data compilation process, enabling customization and providing key metrics on essential business functions, MSPs can now more effectively highlight their successes and reinforce the crucial role they play in their clients’ IT strategies.

To explore this feature further and discover how it can transform your executive summaries, visit our Knowledge Base article or book a myITprocess demo today.

The post Unlocking New Insights: Integrated Executive Summary Reporting in myITprocess appeared first on IT Glue.

Microsoft environment in IT Glue: A hub for Microsoft data consolidation

The seamless integration of Microsoft services with IT Glue has been a game changer for IT documentation, simplifying the consolidation of Microsoft 365, Intune, Active Directory and Azure AD data into a singular, structured and secure platform. This centralization empowers IT teams with a comprehensive view of their Microsoft ecosystem, enhancing both data accessibility and the overall management process. Through IT Glue, information flows effortlessly, enabling a real-time, accurate overview of assets, licenses and users, which is pivotal for operational efficiency and decision-making.

By automatically centralizing your Microsoft data, IT Glue alleviates the manual labor previously required to maintain up-to-date documentation. Custom templates and relationship mapping further streamline this process, ensuring that all Microsoft-related information is not only consolidated but also easy to understand and consume. This structured approach to documentation, combined with IT Glue’s capability to integrate multiple Microsoft solutions, transforms cluttered data into an organized, actionable asset. The result is a more intelligent IT documentation environment where critical decisions are informed by a complete and current understanding of the IT landscape.

For an in-depth understanding of the value of IT Glue’s Microsoft integration, refer to our blog post on this topic.

Smart Relate: Microsoft Users to Devices – A leap towards intelligent documentation

Building on the foundation of relationship mapping, the new feature is set to transform how Microsoft data is correlated within IT Glue. Before, setting up connections for complex organizations with constantly changing IT infrastructure was a manual process that involved hundreds of clicks to establish all the different relationships. Smart Relate: Microsoft Users to Devices eradicates this inefficiency by automating the process, making your documentation work smarter.

The powerful feature enhances IT Glue’s documentation efficiency by automating the creation of relationships. Specifically, through the Microsoft 365 integration, Smart Relate: Microsoft Users to Devices automatically links Intune devices (stored as IT Glue Configurations) with the assigned Microsoft 365 Users (IT Glue Users). This means that when viewing either the User or the Device in the Related Items section, the other will be readily visible, eliminating the time-consuming hunt for device-user relationships.

Use cases – How Smart Relate: Microsoft Users to Devices transforms IT operations

Here are some use cases illustrating the impact of Smart Relate: Microsoft Users to Devices.

1. Troubleshooting: Instantly knowing which devices are associated with a user simplifies resolving device-related issues, speeding up the troubleshooting process.
2. Onboarding: During initial setup, Smart Relate: Microsoft Users to Devices facilitates easy assignment of users to their devices, streamlining the onboarding process.
3. Offboarding: When an employee leaves, there’s no guesswork involved in determining which devices need to be locked out or collected, ensuring a smooth offboarding process.
4. Lifecycle management: Whether it’s a user switching devices or managing device assignments, the feature ensures HR and IT departments are always updated on resource allocation, preventing multiple devices from being erroneously assigned to a single user.

Elevating IT documentation with Smart Relate: Microsoft Users to Devices

With the launch of Smart Relate: Microsoft Users to Devices, IT Glue reaffirms its commitment to making IT documentation more intelligent, automated and efficient. By significantly reducing manual efforts and enhancing operational efficiency, this feature is set to become an indispensable tool for IT professionals navigating the complexities of modern IT environments.

Visit our Knowledge Base for step-by-step instructions on setting up your Microsoft integration with IT Glue.

Not an IT Glue partner yet? Discover how IT Glue can transform your IT documentation by signing up for a demo today.

The post Smart Relate: Microsoft Users to Devices – Bridging Microsoft Users to Devices Effortlessly in IT Glue appeared first on IT Glue.

Committed to this mission, we have been pioneering and setting the industry standard for how to manage IT documentation effectively. We leverage over 100+ integrations to bring in your critical information and an intelligence-driven framework and structure to help standardize your processes. All of this has been delivered on a platform that prioritizes security both from a platform perspective (SOC 2 Type II compliant) and a management perspective (with features such as password rotation, IP access control and Vault) to ensure your data in IT Glue remains completely secure.

IT Glue will always continue to improve upon and enhance its core functionalities to take IT documentation to the next level. The innovations and roadmap we shared on the IT Operations Q1 2024 Product Update webinar are a testament to that. 

Let’s take a look at what’s new on the IT Glue side. Meanwhile, you can also view the recording of the IT Operations Q1 2024 Product Update HERE. [Insert Webinar Recording Link]

By looking at industry needs and our customers’ feedback, we have identified the need to focus on innovation in these six categories:

Intelligence

Embracing the new industry trends of intelligence and automation is the key to working smarter — your tools should be able to handle a significant portion of the workload for you. Our latest updates focus on elevating intelligent, automated documentation to new heights by focusing on the three pillars of integration: intelligence, intelligent automation and actionable intelligence.

Integration intelligence

Over the years, we have been building a strong foundation for an intelligence hub by bringing in more and more information into IT Glue from your various tools and sources. We are moving to the next level by effectively leveraging all this consolidated information to automate workflows that will help your team in their day-to-day.

• NOW LIVE! Datto SaaS Protection Integration: Auto-document Datto SaaS Protection details for Microsoft 365 and Google Workspace services directly in IT Glue for complete visibility and protection of your managed IT environments.
  • COMING SOON! Datto SaaS Protection User Insights: With this new addition, IT Glue users can effortlessly access and manage critical contact details related to Datto SaaS Protection directly within their IT Glue platform. This integration ensures that all essential information, including contact names, emails and phone numbers, is seamlessly synchronized, providing a centralized hub for comprehensive data protection documentation.
• NOW LIVE! ADPassword Rotation Per Organization Scheduler: Those with a high level of compliance needs will be able to create unique rules defining rotation frequency and password complexity for each organization.
  • COMING SOON! Entra ID Password Rotation: Network Glue will let you set a schedule and rotate Entra ID passwords directly from IT Glue. ​Complimenting on-premises password rotation in IT Glue, you will no longer need to rely on third-party password rotation tools.
• NOW LIVE! SNMPv3 in Network Glue: As cybersecurity threats become more advanced, compliance requirements get stricter for your clients or organization. As a result, SNMPv3 has gained popularity among network devices and information collectors, providing assurance that all your devices will be discovered.

Discover how to automate your IT documentation at scale with Network Glue. Visit this page to learn more.

Intelligent automation

When your entire tool stack intelligently integrates with IT Glue, you will have your foundation set up, and you will be ready for intelligent automation that will skyrocket your team’s productivity.

The “Glue” of IT Glue collates all information in a single pane of glass through related items, improving operational efficiency and empowering your team to achieve predictable results when gathering information for ticket resolution. While linking related assets still involves manual efforts, this is going to change in 2024 as IT Glue is actively working on putting this task on autopilot for you.

• NOW LIVE! Datto Networking Integration: With the Datto Networking integration, you get real-time access to contextual hardware information alongside the rest of your documentation, allowing you to quickly identify the status of your hardware and troubleshoot any issues.
• NOW LIVE! Introducing a brand-new category in IT documentation — Smart Relate: Get real-time information on related items through automated relationship mapping.

• NOW LIVE! Datto Networking Access Points to Wireless Network: When you spin up a network, its Access Points will automatically get mapped to the Wireless Flexible asset inside IT Glue.
• COMING SOON! Microsoft Users to Devices: Microsoft 365 Contact will be automatically related inside IT Glue to their respective Intune devices.

Actionable intelligence

Once you consolidate and have all of your documentation connected, your team will be ready to perform effectively on tickets, projects and support. On that front, good quality documentation will help you set up predictable processes and results on your team’s daily tasks. This is where IT Glue actionable intelligence comes into play by streamlining your team’s everyday tasks.

• NOW LIVE! IT Glue Auto-Suggested Documentation in Autotask and BMS: With this feature, you can view IT Glue passwords and documents automatically suggested inside an Autotask or BMS ticket, allowing technicians to resolve issues more efficiently by having the information they need right at their fingertips.
• NOW LIVE! IT Glue Checklists in Autotask Tickets: This seamless integration allows you to access and utilize checklists directly from Autotask tickets, ensuring that critical tasks are efficiently executed every single time. This feature provides a centralized and structured approach to task management, allowing your team to stay organized and focused, reducing the time spent resolving tickets and troubleshooting.
• NOW LIVE! Datto RMM Web Remote Control and SNMP Data in IT Glue: Streamline your IT workflow with the enhanced IT Glue and Datto RMM integration. No more toggling between platforms — reduce ticket resolution times by accessing Datto RMM Web Remote and SNMP data directly within IT Glue. 

Security

In an era where digital threats loom larger than ever, ensuring the security of sensitive information is not just an obligation but a necessity. Our latest updates underscore our unwavering commitment to security, introducing advanced measures designed to fortify data protection while ensuring that your documentation journey stays effective and seamless.

• NOW LIVE! OTP Code – Copy Directly From Password List: With multifactor authentication (MFA) being increasingly leveraged all over the digital world, almost every shared password that your team uses will likely require a one-time password (OTP) code.​ Understanding the importance of OTP in your day-to-day work, we have launched a feature that allows you to copy an OTP code along with the password from the password list view. A more streamlined workflow with no more extra clicks.
• NOW LIVE! SSO for Offline Mode: Offline mode now supports offline MFA as well as single sign-on (SSO) as an authentication mechanism, ensuring a standardized authentication process for both the IT Glue web app and the Offline Mode browser extension. ​Enjoy a simplified user experience with enhanced security.
• COMING SOON! Password Complexity Selection: With this feature, you will be able to select a password complexity for password generation that is in line with your business requirements, including choosing the generated password type (e.g., passphrase), required character length and complexity.

Efficiency

We know that time is the most valuable asset for IT professionals, and that is why our latest updates are meticulously designed to optimize workflows and eliminate inefficiencies. These enhancements not only streamline processes but also empower IT teams to deliver superior service with greater speed and precision.

• NOW LIVE! New Flexible Asset Templates for IT Departments in Education — Student Asset Inventory and Grant Tracking: This is a feature that can be incredibly beneficial for IT teams in educational institutions.​ We have designed two Flexible Asset templates that will guide them through the process of documentation and structuring, offering benefits such as efficient device management, optimized resource allocation, personalized onboarding and support, and future growth planning.
• NOW LIVE! KaseyaOne SSO Auto-Provisioning: You can now automatically provision new technicians and other team members to seamlessly log in to any Kaseya module with a pre-defined role. You will no longer need to manually add new members to all the different tools in your stack one by one, wasting valuable time. 
• COMING SOON! Asset Type Selection for Runbooks: We believe that IT Glue as a platform should adapt to your needs rather than you adapting to our documentation​. For instance, when generating runbooks, you might want some extra flexibility to exclude passwords or to add certain flexible internal asset types and contacts. Soon, you will be in full control of deciding what asset types should be part of your runbook, whether for scheduled or manual generation.​

Client collaboration

In IT Glue, you can take your customer relationships to the next level by leveraging MyGlue for day-to-day collaboration and myITprocess for assessing clients’ technology risks and conducting QBR meetings for guaranteed project approvals.

Day-to-day collaboration with MyGlue

When it comes to client collaboration, MyGlue can save the day. It offers your clients a secure and flexible password management solution, allows you to securely share (SOC 2 Type 2 compliant environment) passwords or any other IT documentation with your clients that you already manage inside IT Glue, and empowers self-service through the MyGlue Help Center. ​It is particularly essential in co-managed environments as it provides transparency and allows you to collaborate on the same information so that important data is not lost.​

MyGlue was first launched as a solution for MSPs, but due to increased demand and industry evolution, we have now made it available for internal IT as well. IT departments can now leverage MyGlue to seamlessly collaborate with their end users across their organization, creating a secure company knowledge hub.

Make your IT team’s collaboration with clients and end users efficient, seamless and secure using MyGlue. Visit this page to learn more.

IT strategic planning with myITprocess

myITprocess is a tool that will guide you through running QBRs effectively. ​No longer will you need to manage a separate file and consolidate your notes manually. You can create meetings with automatically generated agendas, take notes and decisions while presenting to a client, and then automatically send a PDF file on approved projects upon the meeting’s completion. ​With myITprocess QBR management capabilities, you save at least two hours per client when it comes to scheduling and meeting management. ​

• NOW LIVE! Integrated Executive Summary: Consolidated reporting can transform your client presentations, save you time and ultimately, drive client satisfaction and business growth. With our latest feature, you can seamlessly include critical metrics from your core services and easily add these to your myITprocess presentations. Automatically include summary reports from Network Detective Pro, Autotask, Datto RMM and Datto Backup solutions in one pane directly in myITprocess, and easily present key stats of network risks, ticket resolution times and other insights on your service delivery performance. This feature will soon introduce summary reports from all IT Complete solutions, such as BMS, Graphus and more.
• COMING SOON! Device Lifecycle Management: Device lifecycle management provides MSPs with real-time asset tracking and secure access to device details. This will eliminate the need for yet another tool to find device warranty information for your clients. This feature will support Dell, Lenovo, HP and Cisco devices.​

myITprocess empowers you to elevate client relationships with client-facing executive summaries, IT roadmaps and interactive QBR presentations. Visit this page to learn more.

Mergers and acquisitions (M&A)​

In today’s ever-evolving IT landscape, the M&A trend is skyrocketing, and we want to provide you with the right tools to ensure you can stay at the top of your game. The merging of two companies represents a significant and complex transition, with challenges in harmonizing disparate structures, technologies, processes and cultures. However, having all your documentation in one place will allow your team to serve your clients without dropping the ball.  ​

IT Glue offers two features that will significantly simplify documentation alignment and consolidation between two companies.

• GlueConnect: GlueConnect helps you link two IT Glue accounts together so that a user from one account can easily access, use, edit and create information in the other account. This ensures your team can easily onboard and support newly acquired customers through M&A. It also allows your help desk to be productive immediately, even before the final migration of data to a unified PSA and RMM​​.
• Leverage IT Glue’s cross-account migration service to automate the recompilation of already documented information from one account to another. This allows you to maintain all asset relationships like tags, related items and document folder structure so that you don’t have to spend time on relating assets and documents again post-acquisition.​ While this service was already available in North America, it is now available for our Australian and European data centers as well.

Predictable cash flow

When you’re running a business, it’s important to get paid quickly. ConnectBooster is the ideal solution to help you with that. Once you’ve provided your IT services, ConnectBooster helps you cut time, save money and offer customer transparency, all while ensuring predictable cash flow. We’re excited to announce some new features that will make the whole process even easier:

• NOW LIVE! ConnectBooster Integrated Service Ticketing in Autotask and BMS: Receive important ConnectBooster notifications on Autotask or BMS service boards.
• NOW LIVE! Single Sign-On to ConnectBooster directly through your preferred SSO Provider. This is enabled via KaseyaOne. 
• NOW LIVE! Quebecois French Language Support: ConnectBooster partners and customers in Quebec can now experience their ConnectBooster portal in Quebecois French. 
• COMING SOON! UK Direct Debit Support (BACS): In addition to supporting credit card payments, ConnectBooster now supports direct debit, or BACS in UK. 
• COMING SOON! Credit Card Fee Adjustments Exception: You can strategically decide which clients should be exempt from credit card surcharges.

Enjoy streamlined and optimized financial operations, a solid cash flow foundation and unparalleled peace of mind with ConnectBooster. Visit this page to learn more.

The post IT Operations Q1 2024 Product Update Webinar Summary appeared first on IT Glue.

That’s where our 1-Click AD Password Rotation feature comes into play. It simplifies the process of rotating on-prem Active Directory (AD) passwords directly from IT Glue. This feature brings several benefits, including the ability to efficiently bulk-rotate passwords and automatically sync new ones back into AD. Let’s dive deeper into the intricacies of this feature.

We’re fully aware of the ever-evolving cybersecurity landscape, and we’re committed to continuously enhancing our features to meet these evolving challenges. With cyber threats constantly on the rise, we’re dedicated to providing users with the flexibility they need to maintain secure passwords and protect their data with ease. With this mission in mind, we’re thrilled to introduce two new live improvements: the AD Password Rotation Scheduler and Custom Roles.

1-Click AD Password Rotation: On-demand or based on a schedule (NEW)

Our first enhancement is the introduction of the AD Password Rotation Scheduler, which allows you to automate password rotation based on a user-defined frequency. In addition to on-demand rotation, this new capability puts password rotation on autopilot, enhancing compliance and security. IT Glue Administrators can set the preferred frequency for AD password rotation, and selected AD passwords on a predetermined schedule will undergo automatic rotation.

This means you can set up password rotation to align with your organization’s specific needs, ensuring that passwords remain fresh and secure without manual intervention.

1-Click AD Password Rotation: Centralized account management with Custom Roles (NEW)

In addition to the existing capabilities, we’ve added Custom Role functionality. Administrators and managers can now delegate network management tasks, specifically password rotation in Network Glue, to other technicians and team members who previously lacked this ability. By utilizing the Custom Role for 1-Click AD Password Rotation, permissions can be updated without interfering with access to other IT Glue features. This guarantees that all relevant team members will possess the required access to the crucial task of password rotation, enabling administrators and managers to allocate more of their time and attention to other responsibilities.

With the introduction of Custom Roles, your team can efficiently manage password rotation while streamlining access control and delegation.

AD Password Rotation Roadmap: What’s Next?

But we’re not stopping here. We’re committed to further improving this feature, and we have a roadmap of enhancements on the horizon:

• Scheduler Per Organization (Q4 2023): We’re working on a feature that will allow you to customize password rotation schedules on a per organization basis to match their unique needs, offering enhanced control and flexibility.
• Azure Passwords (Q1 2024): One of the most anticipated updates to this feature will be the addition of Azure passwords, providing a comprehensive solution for both on-premises and cloud-based password management.

Stay tuned for these exciting developments and more, as we continue to provide you with the most advanced and comprehensive password rotation solutions in the industry.

For more information on the new 1-Click AD Password Rotation features and how IT Glue can save you time, increase productivity, and enhance your cybersecurity efforts, please visit our Knowledge Base article. Discover why over 300,000 users trust IT Glue to save them time and increase their productivity with industry-leading, centralized and consolidated IT documentation.

The post Product Updates: 1-Click Active Directory Password Rotation for Enhanced Security appeared first on IT Glue.

At Kaseya DattoCon 2023, the IT Glue product team unveiled a series of significant feature launches and innovative workflow integrations that we are excited to share with our partners. We extend our gratitude to those who joined us live in Miami and became part of the IT documentation community.

For those who may have missed the news, here’s a recap:

Offline Mode for Passwords – General Availability (NOW LIVE)
Access to passwords is mission-critical for IT professionals to perform their jobs effectively. With Offline Mode for Passwords, you can securely access your most sensitive IT Glue assets — your stored passwords — whenever and wherever you need them. This new feature ensures seamless and secure password access, even when IT Glue is undergoing maintenance, providing peace of mind and ensuring uninterrupted business operations.

This means you can be confident that you’ll always have access to the credentials necessary to log in to your tools, even during unforeseen emergencies. The new IT Glue Offline Mode browser extension preserves essential information, such as user permissions, OTP codes, host-proof hosting and activity logs, when using passwords in offline mode.

Learn more HERE.

AD Password Rotation Scheduler (NOW LIVE)
Regularly changing passwords is an established industry best practice. However, the manual process of rotating passwords can be cumbersome and time-consuming. Through Network Glue, AD passwords can now be automatically rotated within IT Glue based on a user-defined frequency. This enables enhanced compliance and security, effectively putting password rotation on autopilot.

IT Glue Administrators can set the preferred frequency for AD password rotation. Selected AD passwords on a predetermined schedule will undergo automatic rotation, and the updated password records will be seamlessly documented in both IT Glue and Active Directory.

Learn more HERE.

Datto RMM Web Remote and SNMP Data in IT Glue (NOW LIVE)
Previously, technicians had to go through the challenging process of toggling between information retrieval in IT Glue and action in Datto RMM. This integration reduces ticket resolution times and expedites remediation by significantly reducing tool switching. Now, we have introduced Web Remote control and Datto RMM SNMP data in IT Glue for even more efficiency gains.

Achieve comprehensive device visibility with real-time, contextual insights from Datto RMM, including CPU usage, memory statistics, disk utilization, last reboot timestamps and more. With the latest addition of SNMP data from Datto RMM managed devices now available in IT Glue, you can further centralize and consolidate your IT documentation.

While working on IT tickets, IT teams traditionally rely on IT Glue to review vital device data, passwords and contact information before initiating Web Remote access. With our latest IT Glue and Datto RMM integration update, IT teams can significantly reduce the effort required, eliminating more than three clicks in the process. Now, they can swiftly provide instant support by directly launching the Datto RMM Web Remote from within an IT Glue Configuration page.

Learn more here.

Datto BCDR DR Runbook (NOW LIVE)
An easily accessible, up-to-date DR Runbook with crucial device information is essential for swiftly restoring affected devices during emergencies. The traditional approach of manually storing and managing this data, which is labor-intensive and time-consuming, has now been streamlined with the Datto BCDR DR Runbook in IT Glue. You can effortlessly export a comprehensive list of Datto BCDR devices, complete with their latest details, such as CPU, RAM, hostnames and more, directly from IT Glue.

This integration maximizes the efficiency of your recovery process, ensuring that disaster recovery can be executed within minutes instead of hours. Additionally, you can specify a specific boot order to expedite the recovery process following a disaster.

Learn more about this feature here.

Unified Executive Summary Reports in myITprocess
In myITprocess, we’ve simplified the process of preparing for client meetings by allowing you to add reports automatically to client presentations from other IT solutions. This functionality streamlines your QBRs and enriches the content you can share while getting time back. Currently, this is possible with Network Detective Pro, so you can add various risk metrics directly to myITprocess presentations and effectively communicate these risks to your clients in an easily digestible format.

What’s even more exciting is that we’re continually expanding the list of integrations for this feature, with plans to incorporate more of our IT Complete solutions in the near future. You can expect to be able to add Autotask and Datto RMM reports that include SLA and ticket metrics before the end of October.

With Unified Executive Summary Reports in myITprocess, you can eliminate the need for cumbersome data copying and pasting between different sources when creating customer presentations.

SSO Access Control – Bypass Capability (COMING SOON)
The SSO Access Control feature empowers you to enforce Single Sign-On (SSO) login for IT Glue, eliminating the need for local IT Glue credentials if preferred. With the latest enhancement, users included in the SSO bypass list can continue to log in using SSO while retaining the option to use local credentials in case of an emergency restricting access to their SSO tool.

Robotic Process Automation with CooperBots (COMING SOON)
Through our new intelligent system, a collaborative effort involving Autotask, Datto RMM and IT Glue, you can now automate daily, repetitive tasks for your team, such as fixing slow internet connection or resetting a password. This automation streamlines the resolution of minor tickets, freeing up valuable time to concentrate on more significant tasks and projects.

Coming later this year

• SNMP v3 Discovery for Network Glue – Get complete visibility into your networks with new device data at your fingertips.
• Password Complexity Selection – Ensure passwords are compliant and secure with enhanced requirements for password complexity.
• Asset Type Selection for Runbooks – Reduce noise by selecting the exact assets you need to include in runbooks.

Recap
Kaseya DattoCon 2023 witnessed an array of game-changing features and integrations from IT Glue that promise to revolutionize IT documentation. These innovations empower IT professionals to work more efficiently and securely. Here’s a quick recap of the top features we’ve introduced:

• Offline Mode for Passwords – Ensures secure access to critical passwords, even during maintenance.
• AD Password Rotation Scheduler – Automates password rotation to enhance compliance and security.
• Datto RMM Web Remote and SNMP Data in IT Glue – Provides comprehensive device visibility and centralizing IT documentation.
• Datto BCDR DR Runbook – Streamlines disaster recovery with up-to-date device information.
• Unified Executive Summary Reports in myITprocess – Simplifies client presentations and expands integration possibilities.

Stay tuned for even more exciting features on the horizon, including SSO Access Control and Robotic Process Automation with CooperBots, as we continue to push the boundaries of IT documentation.

The post IT Glue Announcements at Kaseya DattoCon 2023 appeared first on IT Glue.

During the IT Operations Q3 Product Update on August 22, 2023, we shared some exciting new features and updates released over the past few months. We also shared a product roadmap and a list of things you can expect from IT Glue, myITprocess and ConnectBooster in the near and far future.

This past quarter, our product innovation focused on these key themes: Business Continuity, Automation, Service Delivery, Client Collaboration and Automated Accounts Receivable.

Let’s take a look at what’s new! You can also view the recording of the IT Operations Q3 Product Update HERE.

Business Continuity

To ensure business continuity for any IT team, it’s crucial that your operations continue to run even in the face of potential emergencies. Additionally, your entire team must have access to your IT documentation at all times. This requires round-the-clock access to IT documentation and comprehensive backup documentation consolidated in one pane. Having access to backup details alongside the rest of your IT Glue documentation makes achieving compliance and securing your assets a breeze.

• COMING AUGUST 28! SSO Access Control Enhancement — Bypass Capability: The SSO Access Control feature allows you to enforce the use of SSO login for IT Glue should you wish to avoid local IT Glue logins. Coming soon, users on the SSO bypass list will be able to log in with SSO or with local credentials in case of an emergency.
• NEW! Password Export and Import With OTP Secret Key: With the IT Glue OTP feature, you can seamlessly access the OTP Secret Key, making the use of team-shared passwords easy and secure. OTP Secret Keys also allow you to import and export passwords, making onboarding a breeze and ensuring you can view crucial information even if you lose access to IT Glue.
• NOW LIVE! Offline Mode for Passwords (Beta Access): Offline Mode for Passwords gives you the confidence to ensure business continuity — with or without internet access. With the new IT Glue Offline Mode browser extension, information, such as user permissions, OTP codes, host-proof hosting and activity logs, will be preserved when using passwords during offline access.
• NEW! Datto SaaS Protection Integration: Auto-document Datto SaaS Protection details for Microsoft 365 and Google Workspace services directly in IT Glue for complete visibility and protection of your managed IT environments.
• NEW! Spanning Backup for Google Workspace and Microsoft 365: With Spanning for Microsoft 365 and Google Workspace integration in IT Glue, you can view your Mail, Calendar, Contacts and Drive backup details alongside the rest of your contact information in IT Glue. You can easily determine the user protection status for both Google and Microsoft solutions, along with other backup details in IT Glue, such as the last backup time, status, total protected asset size and asset backup time.
• COMING SOON! Datto BCDR DR Runbook: Similar to our Unitrends DR Runbook, Datto BCDR customers will be able to run a Disaster Recovery runbook directly from IT Glue. This feature provides you with up-to-date information about the continuity devices protected by Datto that need to be recovered, giving you confidence that disaster recovery will be executed within minutes, instead of hours.

Automation

Your tools should enable you to work smarter, handling a significant portion of the workload for you — and this is possible through automation. Smart, automated documentation can be your anchor during times of uncertainty and help you maximize efficiency daily.

• NOW LIVE! 1-Click AD Password Rotation: One of our most anticipated features, 1-Click AD Password Rotation, is now live and available to all IT Glue users with a Network Glue subscription. This feature lets you easily rotate on-premises Active Directory passwords directly in IT Glue with just one click to minimize credential stealing. The new password you rotate in IT Glue will be automatically updated in Active Directory as well, reducing human errors.
  • COMING SOON! Password Rotation Scheduler: For those with a high level of compliance needs, you will be able to create unique rules defining rotation frequency and password complexity for each organization.
  • COMING SOON! Password Rotation Custom Roles: To relieve administrators of the task of managing password matching, you can now delegate the administration of the Password Rotation feature to your technicians using custom role capabilities.
• COMING Q4! SNMP V3 in Network Glue: As cybersecurity threats become more advanced, compliance requirements get stricter for your clients or organization. As a result, SNMP v3 has gained popularity among network devices and information collectors, providing assurance that all your devices will be discovered.
• With the Datto Networking integration, you get real-time access to contextual hardware information alongside the rest of your documentation, allowing you to quickly identify the status of your hardware and troubleshoot any issues.
  • COMING SOON! Auto-Document Wi-Fi Credentials and Wireless Flexible Assets: Wi-Fi passwords are now automatically generated and stored within IT Glue as part of a Wireless Flexible Asset for a specific location. Additionally, all associated fields are thoroughly documented and tagged for the newly acquired site or sites. To keep this data automated and up to date, any information updated inside Datto Network manager will automatically be reflected in IT Glue.
• COMING AUGUST 28, 2023! Asset Archive Automation — Workflow Notifications: To further ensure operational efficiency and allow you to concentrate on essential tasks, IT Glue will now automatically remove all archived assets from your workflow rules. This ensures you won’t receive any unnecessary notifications or false alarms.
  • COMING SOON! Asset Archive Automation — Runbooks: You will soon also be able to automatically remove archived assets from your expiration list and runbooks.

Service Delivery

When it comes to your service desk, you want your team to efficiently manage tickets, decrease SLAs and reduce resolution times. You can achieve this by consolidating information in your documentation tool and PSA. Doing so will also enable you to reduce the cost-of-service delivery since you will no longer be wasting time looking for data across multiple systems and platforms.

• COMING SOON! IT Glue Auto-Suggested Flexible Assets in Autotask: With Auto-Suggested IT Glue Documentation in Autotask and BMS, you can view IT Glue Passwords and Documents automatically suggested inside an Autotask or BMS ticket, allowing technicians to resolve issues more efficiently by having the information they need right at their fingertips. In addition to seeing Documents and Passwords inside Autotask Tickets, we are adding an ability that allows you to set up rules for Flexible Assets, ensuring your team has all the relevant IT Glue documentation they need to resolve issues and close tickets faster.
• COMING SOON! Datto RMM Web Remote Launcher in IT Glue: To enhance the integration capabilities with Datto RMM, you will soon be able to initiate a web-based remote device session directly from IT Glue. This will be especially useful if your team happens to be using IT Glue when troubleshooting is needed.
• COMING SOON! Datto RMM Managed Networking Devices in IT Glue: Datto RMM offers a distinct capability to seamlessly discover both machines and network devices. Soon, you’ll be able to centralize all this information within IT Glue. This means you’ll have the ability to import vital SNMP details for networking devices, including information like uptime, serial numbers, OID and names for switches, firewalls and routers. These details will be updated in real-time within IT Glue as soon as you load the page.

Interested in learning more about IT Glue? Request a 1:1 call with a documentation specialist HERE.

Client Collaboration

In IT Glue, you can take your customer relationships to the next level by leveraging MyGlue for day-to-day collaboration and myITprocess for assessing clients’ technology risks and conducting QBR meetings for guaranteed project approvals.

• NOW LIVE! Automated QBR Management in myITprocess: Streamline your QBR meetings with myITprocess by automating the process of sending meeting invitations and creating agendas. After the meeting, post-meeting reports will be sent directly to attendees’ email inboxes. This automation removes the need for time-consuming administrative QBR tasks, making it easier to gain client cooperation and hold them accountable. This streamlined management of your meetings, from beginning to end, allows you to concentrate on discovering missed revenue opportunities and nurturing profitable client relationships.
• NOW LIVE! Autotask Automated Opportunity Creation in myITprocess: Automatically turn client-accepted myITprocess recommendations into Autotask Opportunities. This way, you can clearly track the progress of each recommendation and ensure the lifecycle of any project is seamlessly handled and executed on time, every single time.
• NOW LIVE! Compliance Manager Integration in myITprocess: Automatically turn risks identified in Compliance Manager into client-facing IT roadmap items for fast budget, timeline and project approvals. This integration helps you keep your client’s IT environments secure by providing you with complete visibility into their compliance risks alongside the rest of their technology misalignments in myITprocess.
• COMING SOON! Network Detective Pro Integration in myITprocess: Effortlessly link Network Detective Pro Executive Summaries to myITprocess QBR invitations and seamlessly present them alongside your client-facing myITprocess presentations within your IT Roadmap. This will make it easier for clients to visualize, track and understand different project proposals and quickly get them on board.

Interested in learning more about myITprocess? Get a demo and take your QBRs to the next level HERE.

Automated Accounts Receivable

When it comes to getting paid, cash is king. With business owners having to wear many hats, it is important that business documentation, task automation, security and client collaboration are as streamlined as possible. Once you have completed your IT services, getting paid is the next crucial step — and that is where ConnectBooster comes in. ConnectBooster has been proven to cut time, save money and offer customer transparency all while ensuring predictable cash flow. To make things as seamless as possible, we are excited to introduce some new features:

• COMING SOON! Customer Onboarding Checklist: The main goal of ConnectBooster is to help you grow and scale your business, but sometimes onboarding clients can involve a lot of manual and time-consuming work. For this reason, we created a checklist to help you structure and standardize the way you onboard so you don’t forget the important things.
• COMING SOON! Notifications to Autotask and Kaseya BMS: To better streamline internal admin workflows, we are offering the ability to create a ticket on a service board in addition to or in place of an email. Some of these will also be capable of automatic resolution, helping save you time.
• NOW LIVE! Dashboard Customization: With Dashboard Customizations, you will be able to customize your ConnectBooster Partner Portal to prioritize what you want to see. You will have the ability to select what analytics you would like to be displayed first, from Aging A/R total to Average Days Past Due.

Interested in learning more about ConnectBooster?

The post IT Operations Q3 2023 Product Update Webinar Summary appeared first on IT Glue.