Viewing, Managing, and Deleting Integrations

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The BetterCloud Integration Center is where you can view, manage and connect an array of different third party SaaS applications to your BetterCloud domain. BetterCloud supports multiple instances of an individual integration, fostering integration and automation across the multiple platforms used by your organization in a single interface.

Exploring Integrations

The Integration Center can be accessed via the left side navigation bar.

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Integrations that have already been added to your environment will appear under the "Installed" section. Click on the integration to view more details about it. 

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Note that not every integration is the same in terms of the Assets, Alerts, and Actions it provides. Information about what each integration includes can be found by clicking on the integration from the Integration Center.

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Renaming Integrations

The most important way to distinguish between multiple enabled integrations, especially of the same type, is by name. Naming a new integration is required during the installation process, but integrates can also be renamed at a later date.

To rename an integration, navigate to the Installed section of the BetterCloud Integration Center, hover over the enabled integration in question, and click on it.

Select the "Modify" option underneath the integration's logo.

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From there you can rename the integration.

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Editing Authentication and Environment Variables

Depending on the integration, and how it was initially configured, you may want or need to update the authentication or environment variables. To change the authentication, navigate to the Installed section of the BetterCloud Integration Center, hover over the enabled integration in question, and click on it.

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You can change the authentication under Basic Information.

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Environment variables can be updated from the Environment Variables section.

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Please keep in mind that if you change the authentication or environment variables for an existing integration to an invalid value, your integration may no longer be able to successfully take action.

 

Viewing Integrations Elsewhere in BetterCloud

To help you distinguish between your enabled integrations in BetterCloud, as well as which directory entities, data items and historical actions are associated with your integrations, BetterCloud grids and filters will always list your integration by name. 

*Please note: Not all integrations are available in all of the areas described below. Information about what each integration includes can be found by clicking on the integration from the Integration Center.

Alerts

In the Alerts section, the "Integration" column will list an active alert's associated integration by name.

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Once an alert is triggered, it will appear in the Triggered Alerts section and can be filtered by provider.

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Directory

In the Groups Lists in the BetterCloud Directory, the "Integration" column will list the associated integration by name. In the Users List, if the “Groups Integrations” option is selected, these names will be truncated to display just the integration icon, since users can be associated with multiple unique integrations. If a user is associated with more than one integration of the same type, this will be represented by a number count over the relevant integration icon.

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When viewing a user's User 360 profile flyout tab, any integrations associated with the entity's account will be listed by name.

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Files

In the Files grid, the "Integration" column will list the associated integration by name.

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Workflows

You can choose which integration to use for a WHEN event in the Workflow Builder:

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If your Workflow is being triggered by an Alert and there are multiple instances of an integration with active alerts, these alerts can be filtered for in the WHEN section, by selecting the integration's name:

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Privileges

When creating a new role in the Privileges section of BetterCloud, you can select privileges for all enabled integrations, which will be distinguished by name:

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Audit Logs

In the Audit Logs section of BetterCloud, if a historical action is associated with a particular integration, the "Integration" column will list that integration by name.

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Adding an Integration

Adding a new integration in BetterCloud is a multi-step process, requiring an admin with necessary privileges to initiate, accept and verify permissions. You can find a full set of instructions here: Adding New/Multiple Integrations

Removing an Integration

To remove an integration that is no longer needed in your BetterCloud instance, open the app's details and select "Delete Integration."

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If you have active workflows associated with the integration, you will not be able to delete it. Please remove all relevant actions, events, and conditions targeting that integration and try again.

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Once your integration has been deleted, you will need to reconnect it in order for BetterCloud to sync any data, or enable any actions for that integration.

Important / Requirements

  • Adding integrations will require that you have the necessary admin credentials in those services to grant permissions.
  • Please note that some integrations may require additional installation or verification steps outside of BetterCloud. Please see the Integrations section of the Help Center, where there are step-by-step walkthrough articles for each integration.
  • If you experience difficulties adding integrations to your BetterCloud instance, please contact Support.
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