Get started with EcoStruxure IT for Partners

Assess and monitor your customer’s existing IT environment and give them recommendations on how to lower utility costs and avoid downtime with ITE for Partners.   1. Sign up for EcoStruxure IT for Partners   Go to EcoStruxure IT for Partners on se.com  Tip: Bookmark this page. There's a wealth of information on the site about how EcoStruxure IT will benefit your customers! Select Sign up to create an account. See How to create a new EcoStruxure IT Expert for Partners account   2. Invite your customers to EcoStruxure IT   See Invite your customers to EcoStruxure IT   What you do:   Go to https://app.ecostruxureit.com/manage/register/partner and log in to your account. Click Customers > Invite customer, create an invitation and send it.   What your customer does:   The customer clicks the link you sent. The customer enters their information and clicks Sign up. The customer downloads and configures the EcoStruxure IT Gateway:   Gateway System requirements Installing and setting up EcoStruxure IT Gateway   IT Expert EcoStruxure IT Expert   EcoStruxure IT mobile app EcoStruxure IT mobile app   Security information  EcoStruxure IT security   After your customers have connected a Gateway to IT Expert, you can monitor their IT infrastructure:   Read-only access (the default) to device information and smart alarms from their connected devices regardless of vendor. Run assessments on their physical infrastructure, including a UPS Health Check and Lifetime Alarms. Use the EcoStruxure IT mobile app to monitor their organizations. Customers can assign alarms to you.   IT Expert Administrators can allow partners full Administrator access to their organization. See What's new in IT Expert Note: By default, read-only partner access to customer device data is turned on in IT Expert. Customers can choose to not allow partners access to their device data.   New to EcoStruxure IT? Learn more. Visit What is EcoStruxure IT? and sign up for a free demo.   Brochure

Go to https://ecostruxureit.com/for-partners/ Tip: Bookmark this page. There's a wealth of information on the site about how EcoStruxure IT will benefit your customers! Click Sign Up > Partner. P_new_account_1_360006664798.png Complete all the fields. Be sure to add a + and the country code to your phone number. For example, in the US, add +1. P_new_account_2_360006664798.png P_new_account_3_360006664798.png   Set up two-factor authentication (2FA).   Once you're through 2FA, copy your recovery code and save it in a safe place. Check the box and click the arrow. P_new_account_4_360006664798.png P_new_account_5_360006664798.png   Click Continue in the welcome message. Complete the information about your organization. Remember to add + and the country code in front of the phone number. Click Complete Registration. P_new_account_6_360006664798.png Click Log in for your first time now. P_new_account_7_360006664798.png You are now logged into your EcoStruxure IT for Partners account! P_new_account_8_360006664798.png If you are not immediately logged in: Go back to https://ecostruxureit.com/for-partners/ Click Log In > Partner Log in with credentials and 2FA.

What you do   Log in to your EcoStruxure IT Partner account. On the Customers page, click Invite customer.   Partner_invite_customers_360006033778.png   Enter the customer's organization name and address, and click Create Invitation.  P_invite_2_360006033778.png   Share the auto-generated link with your customer. This link is active for 30 days. P_invite_3_360006033778.png   What your customer does   When the customer clicks the link you sent, they enter their information and click Sign up. Note: The mobile phone number must include + and the country code before the phone number, for example, +12223456 for the United States. +1 is the US country code.   P_invite_4_360006033778.png   They then follow the on-screen instructions for 2 factor authentication (2FA), including saving the recovery code in a safe place.   P_invite_5_360006033778.png   The customer can see they were invited by their partner, with their organization name and address populated.  They click Create organization, and will then be logged into their EcoStruxure IT account.   P_invite_6_360006033778.png   On the EcoStruxure website, the customer then downloads the EcoStruxure IT Gateway from the Administration  > Subscriptions > Download Gateway software page.   Once the Gateway download is complete, and they install and set up the Gateway software, they can activate a free trial of IT Expert either in the EcoStruxure IT web application or the mobile app.

To add a colleague as a user in your IT Expert for Partners organization: Log in to EcoStruxure IT for Partners. Go to Administration > Users > Add User. Enter the user's name and email address, and click OK. Your colleague will receive a welcome email from your organization. EITP_add_user_360026245794.JPG How to invite your customers to EcoStruxure IT

You can create a connector to get alarms from IT Expert for Partners in your ConnectWise PSA ticketing system.   Before you begin, make sure your customer has allowed you to access the API.   If your customer has not granted you Administrator access to their organization: Contact the customer and ask them to log in to their EcoStruxure IT, navigate to Administration > Subscriptions, and check Allow API access to device data in the Your partner section.     Go to Connectors > Create Connector. Required fields are marked with an asterisk. *   Create an API key. The API key you generate the first time you create a connector will be used for all the connectors you create subsequently, and for all your current and future customers who give permission to access the API. You will not be asked to generate a new API key for each connector. Note: If you delete every connector you have created, the API key you use for the connectors will also be deleted. You will be asked to generate a new API once you create your first connector.   Do not modify or delete the API key used for connectors.   The API key is stored on the Administration > API tab.   Be sure to save your API key in a safe place. You will be asked to enter it when you create subsequent connectors.   10709721203357_10613644703901.png   10709830286749_10613644703901.png   Select the ITE customer organization. The list shows all the customer organizations you manage, including those who have not given you permission to access the API. The connector won't work if you don't have API access for the organization you selected.   10709871342493_10613644703901.png   Enter your ConnectWise credentials: Site, Company, Public key, Private key   10709721216413_10613644703901.png   Specify the Connector configuration. The connector configuration maps the IT Expert device alarm severity levels and priorities to your ConnectWise boards.   Create one or more new configuration items to specify how ConnectWise tickets are created for IT Expert alarms. You can duplicate configuration items and modify them as needed.   10709676832029_10613644703901.png   Specify the Connector data. Enter the connector name (required), description and company name, and toggle to activate or deactivate the connector. Click Submit.   10709721241245_10613644703901.png   The Connectors tab lists all the connectors you have created. If you create a connector and choose a customer who has not given you permission to access the API, a message is displayed.   Once the customer has given you permission, refresh the Connectors page in your browser to clear the error message.   10724987385501_10613644703901.png   10653821371805_10613644703901.png  In ConnectWise, click the device information tab in the description and notes field to drill directly into a device to further analyze alarm details in IT Expert.