Skip Ribbon Commands
Skip to main content

View, add, and edit customer endpoints

Last Update: 7/21/2017 11:34 AM
This article has been moved to our new Help Center. Please update your bookmarks.

​​​​​​An endpoint is a set of customer-specific connection information and credentials that allow MSPComplete to establish a connection to a server or service such as Exchange Server, Office 365, G Suite, or other cloud services. When you create a new endpoint, you have the option to set unique administrator credentials that make the delivery and 24/7 monitoring of services and other customer-related activities more efficient and secure.

The endpoints you create for your customers enable you to perform migrations and other projects, run administrative tasks, continuously gather performance and activity information, and generate data-driven reports. The network access made possible by endpoints facilitates the automatic discovery of customers’ users and user groups. You can use a single endpoint as many times as you want, across the entire range of BitTitan products and services.

In the MSPComplete interface, you manage endpoints from the Endpoints page in the context of individual customers, as shown in this screen shot:

endpoints01.png 

Important: When working in MigrationWiz, you have the option of either using existing MSPComplete endpoints or creating new ones. If you choose to create new endpoints, they are generated directly in MSPComplete and then automatically synchronized with MigrationWiz so that they can be used there.

Contents of this article:

 

View endpoints

The Endpoints page in MSPComplete provides an overview of a customer’s endpoints and the features available for adding, sorting, searching, editing, and deleting them. Here you can also add services for a customer through its endpoints.

To view endpoints for a customer, complete these steps:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer whose endpoints you want to view.
  3. Click the Endpoints tab at the top of the page.
  4. To see the users associated with any of the listed endpoints, click that endpoint row.
  5. When finished viewing the endpoint details, click X at the upper right.

 

Add endpoints

Manually adding endpoints for a customer in MSPComplete is an easy process. Be aware, however, that MSPComplete currently supports only the three endpoint types listed below for automatically discovering and importing users and groups:

  • Exchange Server 2003+
  • G Suite (Gmail with administrator user name)
  • Office 365
  • Office 365 (China)
  • Dynamics CRM
  • Salesforce CRM

To add an endpoint, complete these steps:

1.       In the left navigation pane, select the appropriate workgroup and click All Customers.

2.       Click the customer for which you want to add an endpoint.

3.       Click the Endpoints tab at the top of the page, and then click Add Endpoint.

4.       In the New Endpoint form, provide the requested information under Details.

Field name

Description

Name

Type any name you want for the endpoint.

Find My Service Provider

Use this control only if the endpoint you’re creating is hosted by a service provider and not a local endpoint.

 

If you don’t know your server type, click this button and then click your provider in the drop-down list. Based on your selection, MSPComplete will automatically fill in some or all of the remaining fields for you.

Endpoint Type

Click the down arrow in the Endpoint Type field, and then click the appropriate endpoint type in the drop-down list.

 

Note: When you select an endpoint type, the form will expand so that you can provide whatever additional connection information and credentials are required or available for that endpoint type. These additional fields will vary depending on the endpoint type.

  • Provide credentials
  • Do not provide credentials

These two options appear on the form only for some endpoint types. If you select Provide credentials, the form expands to present more fields for you to fill in.

Use SSL

For some endpoint types, there is an SSL check box at the bottom of the form. Select this check box if you want to secure your new endpoint with Secure Sockets Layer (SSL).


Note that IMAP and POP endpoints include an SSL option (check box):

  • If your provider uses SSL, you should select this check box and enter the SSL port number in the field provided. For IMAP endpoints, the default port number for SSL is 993. For POP endpoints, the default port number for SSL is 995.

If your provider does not use SSL, do not select this check box, and enter the non-SSL port number in the field provided. For IMAP endpoints, the default port number for non-SSL is 143. For POP endpoints, the default port number for non-SSL is 110.

5.       Click Add.

The screen shots below illustrate how the credentials you’re prompted to provide for new endpoints differ based on the endpoint type you select. Some credentials are required, while others are optional.

endpoints02.png 

For a list of the endpoint types and systems that are supported by MSPComplete, see the Knowledge Base article What endpoints do you currently support?

 

Add services through endpoints

As an alternative to adding customer-wide services, you can use an endpoint to add services that apply only to whatever users, groups, and computers are associated with that endpoint.

To add a service through an endpoint, complete these steps:

1.       In the left navigation pane, select the appropriate workgroup and click All Customers.

2.       Click the customer for which you want to add a service.​​

3.       ​Click the Endpoints tab at the top of the page, and then click New Service.
The list that appears is a filtered subset of the entire Service Library that contains only endpoint-related services.

4.       Click the service you want to add.

5.       Fill out the fields under Service Details in the form.

Field name

Description

Service Name

By default, this field contains the name of the selected service. You can change the service name to anything you want.

Assign Team

If teams have been created for the customer, you can assign the service to any team in the drop-down list. Or you can skip this field and assign the service to a specific member.

Assignee

Assign the service to a specific member in the drop-down list.

Schedule (Optional)

  • Start date
  • Due date

 

  • Set a start date for the service in the drop-down calendar.
  • Set a due date for the service in the drop-down calendar.

               
                Tip: To view the lists of tasks in this service, click About This Service in the form.

6.       Click Add Service.

 

Sort and search for endpoints

Sorting and searching can make it easier to work with your lists of customer endpoints. For instance, you might want to view only the Office 365 endpoints for a specific customer, or find an endpoint whose exact name you’ve forgotten.

To sort endpoints, complete these steps:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer whose endpoints you want to sort.
  3. Click the Endpoints tab at the top of the page.
  4. Click the up arrow or down arrow next to Name, Endpoint, or Users.

    Tip:
    To the left of each option in the Sort menu are two arrows. Click the top arrow to set an ascending sort order (A, B, C,…) or the bottom arrow to choose a descending order (Z, Y, X,…).

To search for endpoints, complete these steps:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer whose endpoints you want to search.
  3. Click the Endpoints tab at the top of the page.
  4. Type search text in the Search Endpoints box, and then press Enter.

 

Edit endpoints

There are many reasons why you might need to change endpoint information for existing endpoints in MSPComplete. For example, maybe there were no administrator credentials provided when an endpoint was created, but you’ve since decided that it would be better to have these credentials in place.

To edit endpoints, complete the steps below:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer whose endpoints you want to edit.
  3. Click the Endpoints tab at the top of the page.
  4. Point to the endpoint you want to edit, and then click Edit (the pencil icon).
  5. Make whatever changes are necessary in the fields and options displayed in the form.

    Note that the fields and options you see in this form for a particular endpoint will vary depending on the endpoint type.

 

Delete endpoints

Getting rid of endpoints that have become obsolete or were created for customers that no longer have active users can help you manage your current endpoint lists.

To delete endpoints, complete the steps below:

  1. In the left navigation pane, select the appropriate workgroup and click All Customers.
  2. Click the customer for which you want to delete one or more endpoints.
  3. Click the Endpoints tab at the top of the page.
  4. Point to an endpoint you want to delete, and then click Delete (the trash can icon) on the right.
  5. When prompted to confirm the delete action, click OK.
  6. Repeat steps 4 and 5 for each additional endpoint you want to delete.​​