Slide BCDR Integration Demo

Autotask PSA + IT Glue Workflow Demonstration

Fictitious Data
💾
Slide BCDR
Detects Alert
→
🔗
Integration
Processes Alert
→
🎫
Autotask PSA
Creates Ticket
→
👨‍💻
Technician
Clicks Link
→
✅
Remediation
Executed

1 Slide BCDR Detects Alert

💾
Slide BCDR Console
Active alerts for Contoso Financial Services
Agent Reboot Required
yourserver01.contoso.local
Warning
The protected system yourserver01.contoso.local requires a reboot to complete pending Windows updates. Backups may be affected until the system is rebooted.
Backup Failed
yoursql-prod.contoso.local
Critical
Backup failed for yoursql-prod.contoso.local with error: VSS writer 'SqlServerWriter' failed with error 0x800423f4. The SQL Server VSS writer encountered an error during backup.

2 IT Glue Maintenance Window Lookup

📚
IT Glue Documentation
Maintenance windows for Contoso Financial Services
📅 Weekly Server Maintenance
Day
Sunday
Time Window
02:00 - 06:00
Timezone
America/Chicago
Notes: Approved window for server reboots, updates, and maintenance. Change management approval not required for routine maintenance.
How it works: The integration looks up the device hostname in IT Glue to find the organization, then retrieves any documented maintenance windows. This information is included in the Autotask ticket and used to validate remediation actions.

3 Autotask PSA Ticket Created

🎫
Autotask PSA
New ticket with remediation links

Autotask PSA Ticket #T20240204.0042

[Slide BCDR] Agent Reboot Required: yourserver01.contoso.local

Company Contoso Financial Services
Priority Medium
Status New
Source Monitoring Alert

4 Technician Executes Remediation

🔧
Remediation Actions
Click any action to see the confirmation page

When a technician clicks a remediation link in the Autotask ticket, they're taken to a confirmation page where they can review the action and execute it.

🔄
Reboot Device Now
Requires maintenance window
🕐
Schedule Reboot at Midnight
Queue for automatic execution
⏸️
Pause Backups
No maintenance window required
💻
Start Recovery VM
Requires maintenance window
✅
Mark Resolved
Close the alert
Maintenance Window Enforcement: Actions like "Reboot Device" and "Start Recovery VM" check the IT Glue maintenance window before executing. If outside the window, the technician can either wait or force the action (with acknowledgment).