This webinar is a roundtable discussion from our community and around IT Glue and automation tips and tricks. If you use IT Glue, you don’t want to miss this. If you are looking into IT Glue, this is another great chance to see under the hood.

[irp posts=”1996″ name=”ITDUG 2019.9b Webinar – ITGlue automation roundtable”]

Video Transcript

​Allen Edwards
Just open the floodgates everybody can pop in. We are still five till glad to have you guys on board. Feel free to unmute your mic. This is a roundtable session. So we’ll just be chatting we have not a whole lot of official content plan, aside from a welcome will do it on the hour. And that it’s about it documentation. I’m sorry, it glue automation. Specifically, Tracy, now we’re just lamenting about how hard it is to share it glue and everybody because our data is in there. Yep,

Tracy Hardin
we’re just gonna have to get a demo account. And Theresa,

Allen Edwards
I talked to Louis, he made a recommendation to create a single user that only has rights to one. Oh, organization. Mm hmm. And for the organization to have no real data in it, then you can still show your flexible asset structure and I have a thing in there.

Tracy Hardin
Yeah, I’m also have to pay for that license. Kinda yucky.

Allen Edwards
How convenient for it glue? Hmm.

Tracy Hardin
I had is to look, I have to see think all my licenses are in use.

Do I downgrade in my license to?

Yeah, I have a couple of lighter read only licenses, which don’t count against me.

Allen Edwards
Right? Well, that would work too. for demo purposes.

Tracy Hardin
I don’t think you would see all the options, though.

Allen Edwards
They’re like, they’re not gonna be. It would be really hard to show automation stuff. But for other types of demo activity, showing data search features, that kind of thing.

Tracy Hardin
Maybe I, I have never had a light account. So I don’t know how much they get access to

Unknown Speaker
that and

Tracy Hardin
then I have to make the account outside of my domain. Which not impossible. I have other email accounts to tie it to. No, no.

Unknown Speaker
I’d have to set one up.

Allen Edwards
What’s other exciting news that our carrot and scout can see here is talking about what’s exciting. I’ve been using the heck out of breakage lately.

Tracy Hardin
I think Luke’s had some exciting announcements.

Allen Edwards
Yeah. What what’s so exciting about them? I mean, like what they say,

Tracy Hardin
go to the conference.

Allen Edwards
I did not. I did not go to the conference. Oh, I

Unknown Speaker
thought you had all that lined out.

Allen Edwards
I didn’t get the final stuff that I needed in time for last minute trips. I didn’t go.

Tracy Hardin
Ah, okay. What was it to Ronnie came in and told me what the new announcements were. Where’s Ronnie yet?

Allen Edwards
I want to call

Tracy Hardin
him working. If I can, I’m not working. Somebody has to work. Yes, somebody

Allen Edwards
has to welcome Jason. Everybody, we’re going to get official start in just a minute or two. Again, give you the heads up. encourage you to unmute your microphone whenever possible is a conversations filed today. There is almost no presentation planned. We’re counting on you guys to help provide the content and questions. Hope that doesn’t backfire on me. Maybe it’s more appropriate to say this part now. before everybody joins, see some chats. Ah, I see it Hello from Karen and Jason. Um, I was told him from my office and my colleagues that there’s no such thing as a man called and this office therefore I sound funny and I’m here anyways, not complaining.

Tracy Hardin
Yes, there are some cool new features for it glue. One of the cool things that we have talked about this before is the image upload so through the app on your phone, you can take pictures and upload them directly into your it glue because that’s one of the things I like to do is take pictures of clients, equipment and wiring rooms and make it part of my documentation.

Allen Edwards
Alright, that’s a great tip and I’m going to call it automation. So let me do the official kickoff launch start. I have it’s right on the hour. So welcome, everybody. This webinar series is put on by the it documentation users group it is about this month, it is about it glue automation. It’s a roundtable. So it’s for everybody to participate. Um, thank you all for joining. But it is around tables. So if you get a chance to unmute your mic, use the chat feature, because we have no content plan except for the category. I took two snapshots to kind of share if we have questions. So hoping you guys can help out. I have just a couple of brief slides to give you the basics about us. I’m sure the screenshare is working or Tracy would have complained by now. You’re good. And guys, even if you have something to share on your screen, I can make you a co admin keep it super informal for me to share something so be prepared. A little bit about it documentations for lovingly call it it Doug, we recently rebranded it from the original it Doc, it Doug’s we started using that word. If you ever want to post about it on Facebook, you can use the app it big, and it will automatically fill in it with a hyperlink. Tracy originally founded this back in May of 2018. To try to get some tips and tricks on it glow she was willing to share what she had known when she confesses is not much. Actually, Tracy, do you wanna take it away at the rest of the slide?

Tracy Hardin
Thank you just outside at all. Because there was nothing out there. And it’s so important to have your documentation if you plan to scale your company or sell your company, or if you plan to take a vacation one day. So I didn’t see anything out there. So I created group, I created it around it glue to begin with. And I quickly realized that no matter what your platform documentation is the same challenge across all platforms. So I just renamed it to it documentation user group, user group, and we got a lot more people involved. And now it really doesn’t matter what your tool is. Of course, we’re doing a deep dive into it glue, but it doesn’t matter what your tool is. There’s documentation as a challenge.

Allen Edwards
And check out our membership growth this year. We breached 1000 users earlier this month and just zoomed right past to past 1100 as of this morning. And I always like to encourage membership for no other selfish reason then more brains to answer our questions. Tracy, I just noticed this week we’ve actually had several new posts from other members. Almost all not even about it, which is great. I love how your presentation is a great link Karen are in Jason’s commenting on our turnaround come April. Two things. IPO compass was definitely a start. But I also feel like that 500 Mark puts you in a different level of search algorithm and Facebook. Because you’re right. We slowed it down. And Tracy notice the same thing when you hit but 200 was it last year? Yeah. 200 was 200 after we finally showed up in any searches? And 500 we must be ranking. Yeah. I and I’ve also consciously been promoting the group. Anything that I do, because I figured even when I’m marketing myself and like if I can’t help you go to it. Doug’s I’ll see you again.

Tracy Hardin
Something else that’s interesting is we are attracting a lot of people who work for IT companies, not msps

Allen Edwards
Yes, internal ID education of people worldwide as well. Yeah. Oh, yeah. And I’m glad to have the difference of perspective. A little about me and why I get involved. Tracy, I guess did mention was on the slide. And she is an MSP looking to improve documentation. I used to own an MSP grant a few others. And then I founded Eureka process which specializes in process consulting for it firms. And of course, I find the secret to process is to document your decisions, which can be anywhere from technical slps to how you run your business. So I love the fact that Tracy asked me to co admin this group with her documentation is near and dear to my heart. So let’s just get into it. I’m just going to leave this slide up so our video is not my giant head the whole time. It glue has Automation features. I’m wondering what questions you guys have or what things you have done to make things happen. Just because I will try to be a good steward and bring up a few things. I took two screenshots today. Doing some very basic stuff, see if I can actually use the load. I was learning I had to do screenshots instead of showing a live data, so I didn’t reveal customer data. Inside it glue, there are workflows. You can see a couple of common ones here. There are not many. One obvious one is configuration expirations. Any flexible asset or configuration that has an official Expiration Date field type can be used to trigger an action. There aren’t many actions except for email, or webhook. Or Slack channel update, which is a specialized form of web hook. I one I’ve seen done twice. Now two of our clients is any change to an SLP a document, they actually posted into a Slack channel called documentation so that people can see what’s changing on one. Yeah, and one of those cases during our service meeting every week, we look at the documentation channel at all the changes and we ask anybody is there any of these as a reminder, what change that you would like to update everybody else on or ask a question about so we can make sure people stay advised and what’s changing in glue. Brian and Dan are discussing their use of lion guards roar. Um, I would love to hear more about that. Um, if any of you guys are able to unmute your mic and talk about it. And while y’all are figuring that out, I also invited Tim shoeing of lab tech expert to this call. I know he’s been playing with some API updates to it glue, nothing official. But I would just love to hear about what types of things we’re thinking about we can do. what’s useful, what’s not not useful? What do we wish could happen? Somebody take it away.

Tracy Hardin
I like to hear them talk about how they’re leveraging roar. As I saw Lion Guard,

Allen Edwards
and datacom looking at the chats everybody’s asking no one’s using it. Does anybody using more right now?

Unknown Speaker
I think Dan, I think Dan said he was using roar. But all I’ve done is I’ve just seen a demo, which I was I was pretty impressed with.

Allen Edwards
Tell us a little bit. Tell us a little bit about the demo, right.

Unknown Speaker
So the devil I mean, they, they they’ll hook into, they’ll hook into office 365. They’ll hook into your your whole your whole network. And they basically create all their own flexible assets, which they then keep up to date. And they leave, they leave a collector on the network, which which like, basically keeps your documentation up to date on. And they, they they pick up, like configurations and network configurations and office 365. And like, I mean, it’s been a while now. And I’m not I’m not actively in it. So I don’t remember everything I could do. But when I looked at I was like, Oh my God, this looks awesome. But I’m like the minimum I think the minimum buy in was was like 170 170 bucks a month. us. And I just don’t have that right now.

Allen Edwards
And do you recall that? Was that price scalable? Does that is that kind of an all in price?

Unknown Speaker
Yeah, no, it was basically. So 170 was for 10 companies. And then it’s like, basically $17 per company per month. Got it above that.

Allen Edwards
And Dan, you’re using this, maybe you can weigh in. Best of all on nor I want to say I’ve also seen a demo of it. And a concern that I had not been as founded or not, was too much data in it glue. So suddenly you have data that roars put in you have your own data with other fields. Has anybody experienced that or saw that as a potential issue in their demo?

And Dana’s he’s super active in chat, so maybe you’re not able to weigh in. Dan was also asking about voodoo magic. I have never heard of this on my screen. Thank goodness, this wasn’t an adult site. Because I just clicked it.

Unknown Speaker
It was it was in response. An employee of voodoo magic put it in response to someone saying that they couldn’t afford it glue for a one user one user shop right? At two it’s a bunch of us replied like well, it glue actually allows you to have one user now and they’re currently if you sign on for three years, but waiving the onboarding fee and this that and the other thing, but yeah, this guy’s popped in voodoo magic. So

Allen Edwards
I will just add Trace here I can refer you to it glue and they will waive the onboarding fee. Just I mean, that’s their that’s their leverage point is when I have found Dan’s having audio issues looking for a computer guy and you don’t know of one. Yeah, no enterprise, they moved it to a different pricing model to try to make it more affordable. They still jacked the price up for it, though.

Unknown Speaker
Yeah. But then, then what I what I did is I went to the I’m a one man shop. And so I went for the one at 79. Because I was at I was at five at 19. And so I’m still about I’m still ahead of the game. Right. And then on Black Friday, last year, they did triple your seats for triple your seats for 20 bucks. So now I’m paying 99 for three seats.

Allen Edwards
Wow, very good. And that’ll be perpetual deals

Unknown Speaker
like that too.

Allen Edwards
And anybody we call this the show specials it glue head from glue x last week.

Tracy Hardin
I thought they were all around myglue. Did they do something for it? Well,

Allen Edwards
it’s it’s all it glue just Michaels different product, right.

Unknown Speaker
I, I remember the I talked to one of the IP salesmen and they were doing some big special about it glue plus rapid fire.

Allen Edwards
Right. I do recall seeing that bundle. They had a couple of third party tool bundles where if you bought them separately, it costs normal price and together with it glue, I assume it glues becoming a reseller of these products.

Unknown Speaker
Well, they’re all they’re all owned by Cassia. Right. Ah,

Allen Edwards
okay. Yeah. And it glue plus ID agent was one of the bundles.

Unknown Speaker
Yeah, all all load. Like I say,

Allen Edwards
I get it. I get it. Tim, are you with us?

That slacker.

Unknown Speaker
I am? Not sure. I was muted.

Allen Edwards
Um, yeah, I had heard you were playing with some API type stuff with it glue. Are you able to expand on any of that?

Unknown Speaker
Yeah, so I’m working on a plugin. It’s actually for connectwise, automate, to sync data between automate and it glue. So it’s not it glue specific and that it will be a standalone tool. But it’ll basically allow you to get data from automate into glue. I really like the Lion Guard idea. But I didn’t like the Lion Guard pricing. So I kind of went about doing something else. And plugin development for automate is something I’ve been doing for years, as you know, but you know, so not really just winging it here. But the way that it work is that you can have it collate various pieces of information on Webroot, Mauer bi and your users from Active Directory plugin and things like that and get it synced in to it glue so that you have those configurations available. Or so there’s those flexible assets available. And then that way, you’re able to see it all within it portal. And of course, it stays updated as well. And it also does to a password sync. So any passwords that you’ve got within it, glue can be brought into automate, and then synchronize both ways and not just available as a tab within automate, but it’ll sync within your regular password section so that you’ve got access to via scripts or however else that you want to utilize those

Allen Edwards
that does that require the Enterprise Edition of it looks you need a

Unknown Speaker
does enterprise requires is required for API access. Yeah.

Allen Edwards
I don’t know who else in the room is using or even comfortable with API’s? I mean, I can spell it. Like, what is an API? Is it passing URLs back and forth.

Unknown Speaker
It, the way that it communicates back and forth is through the API is just REST API. So the plug in, takes the needed information and passes along, back and forth. So it’s not, you know, sound like anybody has any configuration or anything to do other than basically, you enter in your API key that you retrieved from articles website, and then you’ll tell it what all you want it to continually sync, and then the plugin does the rest.

Allen Edwards
And can update existing flex lessons that you’ve created?

Unknown Speaker
Not as of yet, but that is kind of in the works. I’ve seen some interest in doing that. So that’s probably going to come along as well, where if you get an existing flexible asset, or rather than being stuck with the flexible assets that I provide, being able to adjust those a little bit to bring in custom data or to rearrange that data so that you’re not getting chunky don’t care about.

Allen Edwards
Um, so what type of skills it take for people like me to automate and customize it like that?

Unknown Speaker
What’s the plugin that’s doing all the work. So the only skill again, regardless just till it till the plug in your API key and and check some boxes to say what you want to sync. Pretty easy.

Allen Edwards
Okay. And for those who can find the chat button is three dots, it might be orange dance and posting all those it live specials up there as well as a bunch of other questions as well. Um, I’m just going to keep rattling off ideas. Anybody can still the floor. Go ahead,

Unknown Speaker
Tim. Dan it the tool, it’s a new plugin that I built does it all in the back in via automate? So it’s a plugin that works within automate that does all the work during the automate normal sync processes that run every six minutes and midnight and 3am. So it does various times to different things occur.

Allen Edwards
So instead, this is something you’re writing like in code.

Unknown Speaker
Yeah, yeah. It’s the plugin. Actually, if you’d like, feel free to if you want to make me presenter, I can show what I’ve got so far. I if no one objects I don’t mind.

Allen Edwards
I see. Make co host controls are yours. Don’t abuse it. Do that. Suddenly, Tim boots everybody out. You have some cheerleaders who want to see this and sit myself down?

Unknown Speaker
Who may I never do that? Alright. So yeah, like I said, it’s just right here under automate, get this

Allen Edwards
far, what I’m seeing is tropical cyclone. Jerry,

Unknown Speaker
we’re sharing the wrong screen. Why did you do that? There we go. And glued. So under the Tools menu, there’s a new button, they’re glued, which just brings us up. And like I said, it’s a piece of cake to configure you punch in your key and your API key and set your organization, check some boxes to tell it what you actually want it to sync. And then it just starts doing it automatically. And then of course, you can match your clients to your it glue organizations to make sure everything goes to the right place.

Allen Edwards
And so glue has a into your account settings and glue your API key doesn’t show up unless you have enterprise.

Unknown Speaker
Correct. Yeah, you can’t even you can’t generate it or anything else like that. So just be available there. Okay. So once that’s done, like I said, it does start sinking various data over so one of the things that it will sync over is your scripts, it’ll back those up. So somebody goes and messes it up, you can restore, and of course, with glues versioning. That means that if somebody edits, you know, multiple times, or whatever URL is able to restore back to one that worked. That will retrieve network shares that you get on various computers and permissions for that. Your network devices that are picked up by the network pro users from Active Directory, which I don’t have any in this environment Malwarebytes Webroot data as well. So that gets brought in. And then finally, we’ve also got to a password sync. So you come over here to the password section and tell it which passwords you want it to sync. And it will regularly sync them and bring them over to password section.

Allen Edwards
And Curiously, is anybody using automate a stopping user great ideas for at least capability that is deep under the hood for any system?

Unknown Speaker
I am

Allen Edwards
not going to comment comments yet. Um, I see a data task.

Unknown Speaker
I’m sorry for that damn.

Allen Edwards
continuum. I had made a valid if I were starting an MSP in 2016. I want to use continuum and then I change my mind later. solar winds. Alright, well, thank you for the presentation, Tim. Yes, I too. But it shows there’s possibilities out there. I wonder if there’s a market coming. For more people creating these types of third party tools just work with it glue without having to associate directly with it glue just using API calls. Anybody heard of a marketplace or anything like that?

Unknown Speaker
I know that it glue is trying to make that happen because they waived the onboarding fee for me in order for me to develop the plugin. I told them that I was looking to create it. And I didn’t want to pay the onboarding fee. And they basically said, okay, make the product. Let us see that it kind of works. And we’ll waive the onboarding fee.

Allen Edwards
All right. I mean, easy enough. Something at least, Brian mentioned that there is a GitHub for this, which I’m barely moving to GitHub myself. I’ve checked it out, but but it’s pretty sparse. I Tracy, you and I had started a conversation. before everybody joined in regarding glue Connect. Oh, I think we were debating on like, what is that?

Tracy Hardin
Well, it is a way to from just first glance as a way to invite other people to access your documentation in ways, what they have now is a built out several, I got to find it again,

Allen Edwards
on the pricing page, and I found it once gives me a pop up for the list.

Tracy Hardin
It allows you to bring in, like third parties. For instance, if you have a third party group you’re using for support, maybe they’re doing tier one support for you. You can bring them into your glue to see your documentation on your clients. And they have some built in ones apparently, when I go to glue connect and hit New. There’s three of them out there already for the big big ones. gms live expert, Mission Control, knock and help his services, and last ones in Bay. And of course, you can also invite another it glue user who the invite account and bring them in if you’re working with another company that already uses glue. So it looks like a way of sharing your documentation with a party that’s helping you support your clients.

Allen Edwards
Um, all right. Another interesting side note, I am a member of multiple Ico glue accounts, because I’m a consultant to msps. And I’m attempting to share my screen or love have been successful or not, are you seeing my web my web page,

Tracy Hardin
I see your GitHub get perfect

Allen Edwards
as somebody shared the links that I just showed up there for everybody else. Um, and what I found interesting about this, and I did not know this was this was possible. Even though I don’t I have an account on every instance, I don’t have my own account. But when I log on, still use the same username or password, I literally have access to all three instances, not at the same time. But I can go to my login name at the top right. And I can just change which company I’m in without having to log off and back on each time. It

Unknown Speaker
was convenient.

Allen Edwards
It was convenient, it was the unintended consequences of one client where I have a an email address on their domain, which is now my problem child. It’s not as convenient. So that was the GitHub. Trace Tracy was talking about the glue Connect. I was trying to find where you were you were reading at Tracy

Tracy Hardin
when I was reading it, oh, I found this. I logged into my T glue account and I I just went over under in it glue. It’s under account, then glue connect and it’s on the left side under account list in mind. And Dan reports that despite continuum not being in the integrations list is fully supported. have direct integration with icy glue and

Allen Edwards
Nintendo and their knock services. Wonder who you have to be friends with to get in that list?

And continue uses it was anyways for everybody internally. Other shares hacks for it glue.

Tracy Hardin
I’m the new announcements we were talking about earlier. I found the rest of them.

Allen Edwards
All right. And Dan also posted them in the chat.

Tracy Hardin
No dating man beat me to

Allen Edwards
enterprise add on for five extra license bundles of it glue, sorry, bundles of ID agent, bundles and rapid fire tools. A little discount on network glue

Tracy Hardin
knows something about the features. So we wake up earlier.

Allen Edwards
Yes Do to share you want to share your screen or

Tracy Hardin
No. Because it’s not quite all on here. And remember some of them. I had this conversation with Ronnie earlier. One of the great features is the app on the phone, you can take pictures of data rooms, have it go directly into glue, tie directly to a client, which sets the image upload support.

Unknown Speaker
All right now.

Tracy Hardin
Also what and I’m so glad they’re doing this. You can now edit in the app. Word and Excel documents won’t know if it’s right now, but they’re going to make it so that you don’t have to have a separate copy of office. So you can just do you can edit them live in the app itself. That’s a really big deal. Yeah,

Allen Edwards
I was told on the download a couple weeks before the conference and they were announcing that they have become an office 365 storage partner.

Tracy Hardin
That’s how they’re doing it. Yeah.

Allen Edwards
I don’t know exactly all the details that that means that part of it was You would have Office Online available inside it glue. So you could do co hosting editing, which sounded amazing. I didn’t know what else it meant. I also thought it might mean that they could store other types of documents in it glue. Like PowerPoints, Word documents first, yeah.

Tracy Hardin
curious how that, how that goes. Also, they’re doing barcode scanning with your phone. So if you take a picture of the barcode while on site, the apple scan and identify the barcode with the associated asset tag or serial number, and return the associated config automatically. That’s pretty cool.

Allen Edwards
So you would have to print barcodes that equal the item ID and it glue.

Tracy Hardin
Yeah, you would get barcode stickers. And they have to be in glue to begin with. So I wonder how you can be can use your phone to get them in there quicker. Not sure if this is just a like a little blurb. It’s kind of vague. It says take a picture of a physical barcode while on site. But they like you got to put the stickers on you got to get them into glue first.

Allen Edwards
It’s never as easy as advertised.

Tracy Hardin
Yeah, I’m getting ready to barcode all my equipment for my company. And we were going to leverage it through glue. So I’m kind of curious, I’m doing it more for accounting and for insurance purposes than I am for support. Just keeping track of all the assets in my company in case something happens to my

Allen Edwards
building. Yeah, and I have a client who just added an official labeling policy, a big push in their client onboarding process. So they’ve been improving. They were going around and around about to barcode to make it easy. And I’ve always wondered, how often are we really in a position to scan the barcode? I feel like we do so much remote work. I don’t know if it was worth the effort.

Tracy Hardin
Yeah. I agree. But with this, if you can use your phone to scan it while you’re on site, and it takes you write to the item.

Allen Edwards
What is going to find out that’s not there already. Because you read the computer file you don’t

Unknown Speaker
Well, you may have access to the password, Gary may have access to what port is supposed to be on the network switch specs.

Allen Edwards
So last time I did a survey, very few people use it glue for password storage, and no one allowed what they called integrated passwords is their company policy. Most people use a third party such as last pass or pass portal for that. issue. Anybody has trials and tribulations with password storage or reasons they don’t do it and I ticular getting better.

Tracy Hardin
I store passwords in glue. However, as individuals, we all use pass portal for our personal passwords. It glue is just for client passwords that we have to share.

Allen Edwards
Do you feel better by having that separation client data versus your data, especially in a world of MSP targets and hacking.

Tracy Hardin
That’s not why I did it. I did it because pass portal just handles password so much better. And they have a two factor authentication and the encryption or security phrase and you can put it on your in Chrome plugs it in for you. I can track everything. And then we also resell the product to clients.

Allen Edwards
I’ve also had people who are connected by shops with pass portal there, for whatever reason pass portals integration into screen Connect, which in turn is integrated into manage and automate is phenomenal. I’ve had people choose not to consolidate to other documentation just because of the integration. Jason also mentions for while we’re talking passwords, that key pass, he does keep his stored off the cloud and behind a VPN only. Another vote for passwords in icy lube but never embedded. Well, why not embedded? Yeah, really?

Tracy Hardin
I’m not sure.

Allen Edwards
I think has a search ability.

I not a medic, as you can’t control the permissions. I wonder if that also in fact, affects reportability. Well, I

Tracy Hardin
kind of disagree with that. Because if he can’t get to the client, he can’t see the map. He can’t get to that particular client info. You don’t have permission to see the client you won’t see the device.

Unknown Speaker
This is for me, for my clients. So I have I have say the say the VP of operations has a guy who’s like a power user. And he wants him to be able to get a DI t clue and see what’s the IP address of the switches, but he doesn’t have the haven’t have the password for the switch FAMAS. If you embed the password with the switch, if you got, if you have permission to see the switch, you have permission to see the password. So I never embed the passwords, I always make them a separate object and make them related so that I can control the access to the password separately from the access to the configuration. And never.

Tracy Hardin
Right now it’s my staff, they all need access to those types of passwords.

Allen Edwards
Brian, well, what’s the size of your team?

Unknown Speaker
It’s just me. And so I use this. This is This is something I do purely because of how my clients

Unknown Speaker
got it.

Unknown Speaker
Oh, I see.

Allen Edwards
And you’re not the only one with that opinion. So I just wanted to hear it spelled out from others. With why that is. So Dan also mentions a quick pass integration that was recently there’s anybody using that are familiar with hex editor. Nothing about that one.

Unknown Speaker
I’ve seen the announcement, but I don’t know anything about it.

Allen Edwards
Dan reports it was a little underwhelming, especially with Azure AD already allowing self service password resets. Something past printed has been doing as an add on feature for a couple of years now as well. And Dan’s looking at password boss getting away from it, Lou, as far as passwords go. due to it being ScreenConnect, integrated, MSP focused, and NFR to the reseller program. I am Dan’s official translator By the way,

Tracy Hardin
doing great job.

Allen Edwards
I know it’s kind of hard to track chat windows and conversations and screen shares all at the same time. What else do we have it automation. I actually had suspicions that this would be a light conversation. I saw a lot of topics about it. But as I was thinking in I thought, the conversation I saw that it was because frankly, there’s so little right now. I mean, I was all excited to dig into the it glue workflows option. And there’s like, three triggers and three actions. And that’s it.

Unknown Speaker
I know. I thought I went to the workflows. I was like, This is great. I’m like, Well, at least I could do configurations expiring. But like other than that I’m like, Well, I don’t see a whole lot of use for this.

Allen Edwards
Yeah, that Slack channel posts about the best use. I’ve seen it so far. Cool. Yes, Scott, you can absolutely ask an IT glue noob question. Some of us are five year noobs. All while he’s posing his question. Yeah, so it was Oh, Scott’s on audio. Let’s do it. Scott.

Unknown Speaker
Hi. Thanks for hosting us. Can you hear me? Okay. Sir, can? Okay. So during our demo with it blue we did a little while ago. We, you know, one of our legacy documentation tools that we use as a spreadsheet for each client, with rows one through 256. And then for every subnet we put what are the what’s the DHCP range? What’s the static IPS? And I know that when you’re in it glue, you can create documentation for each device and put its IP address in. But when we asked, Can you give us a summary of all the IPS in use on a network, so if a copier gets delivered, and we need to assign a static, we can just quickly pull that up? And I think we kind of stumped them coming at looking at an entire spreadsheet from that direction. Does anybody have an answer for that? Or? I had a question right when I was on the demo.

Unknown Speaker
That’s sort of what their network glue is for right?

Allen Edwards
I haven’t seen network glue in action to see what it does now never glue. That’s an add on product. Is that correct?

Unknown Speaker
It is Yeah.

Allen Edwards
And I’ve heard not so great things, at least about value versus output.

Unknown Speaker
That was my big thing. I was like, Well, why would it like if I’m gonna, if I’m going to use network glue, forget it. I’m just gonna pay for albick

Allen Edwards
that right? I’ve heard that and Dan mentioned rapid fire tools. They’re working on getting the more integration into glue. For those who are already paying for that tool. It’s a great tool. I love rapid fire tools. Network detective. Yes, network detective and three or four other tools along with that with detective Ziegler. Sorry in rapid fire tools. I Scott, another client I had address, your topic and more complex fashion, where he created an IP address flexible asset. He only documented IPS that were actually in use. And he linked into what was using it, why I was using it impact that type of that type of thing. So when he went to the IP address flexible asset list, they would then list and you could sort it by IP address, or name, all the IPS and use that way, a bit of data entry, but it did show all the data that way.

Unknown Speaker
Would that duplicate what he already had for each asset within the IP address field? Or does it link it all together? Is that

Allen Edwards
what the secret the glue is always linked together? But that’s something it’s up to you to do. So yes, we ended up after coming up with that going back to his other flexible assets that he wanted to reference an IP address. We removed the text field that was the IP address, and we added a link field I’m sorry, a tag field instead to the IP. Who was what is Eric Anderson shared with us back in one of our very first webinars beginning of the year? What was that called? connection ratio, glue ratio. It was like number of records, the number of references to show how connected all your items are, versus just a list of data.

Unknown Speaker
And apparently, if you had a really high ratio, you got a cookie.

Allen Edwards
Over cookies. I love cookies. Tracy, tell us a five second segue about your marketing campaign. Oh,

Tracy Hardin
we sent cookies we sent shotgun all boxes to specific clients that were located near potential clients that were located in your existing clients. In those boxes, we included cookies. Now, one type of two types of cookies, gluten full and a gluten free option. Start off. And yes, I got a hot head off those boxes we sent out to banking clients.

Allen Edwards
So this cookies work? I don’t know if that wasn’t terribly related it glue but yeah, that that ratio was really cool to see. And I always recommend to clients to words, and documentation and frankly, life necessary and sufficient. Those are kind of two opposites. Whenever you’re documenting something, ask yourself, Is this information even necessary when I’m looking at the documentation? Like some things you just have to be in device to see anyways? Or even needed? And is it sufficient? Do you have enough data? So is it necessary to type the IP address in two places? No. But you need it. So Lincoln whenever possible. Oh, my goodness, I have fallen slack on the chat window. Yeah, pro avec 1000 times over network glue I get I’ve heard that before. alteryx. Also a great integration with continuum. Jason says they offer a discount. I don’t know who they is, in this case. Cassia I think okay, let’s say it has a partnership with our tools as well. I’m and Brian is pro gluten. Hey, somebody’s got to be. I’m also pro gluten or gluten.

Tracy Hardin
I did learn something new about it glue today was that used it for two and a half years. And I learned something new kind of by accident. So if you’re writing an article, like I was doing a step by step for onboarding, a new managed service, I was doing another part of that documentation. And so I, I, yesterday, I done like four steps. And I came in the office this morning, sharing my service manager and he looked at the steps were missing. And I was like, Oh my god, you know, I said, I type those in. I have never lost anything in glue before. I can’t believe this, but it wasn’t there. So I went back to my desk. And I was like, Well, I’m going to go ahead and put those steps back in. There’s only four of them. And I went in hit I found the article hit dark was there. It was empty. I hit edit. And there were all my steps. And that’s when I realized it saves it as you type but until you hit publish, nobody else can see it.

Allen Edwards
So was it in cash or in it glue server somewhere?

Tracy Hardin
No, it saves it as you type. But published means you share it with other people so until you hit the publish button, others won’t be able to see it. So when I went back into it because it was my article it showed the steps were missing. I hit published them. We could all see it. So there’s no Save button. I’ve always thought published was kind of a Save button, but I thought so too.

Allen Edwards
Nope, you’re not. So you just let them So you just left the screen before,

Tracy Hardin
I guess something your phone rang, I scrolled out whatever it is, I left it, and I closed it and closed everything for the night and came back and it was all

Allen Edwards
there. One tip I can share, because I updated the client yesterday, pet peeve of mine is the I love the fact that mighty Louis, if you copy the first part of the URL, it’s pretty static, the URL will only change for a document or a flexible asset if you change its organization. And so if you change folders, change the name that that URLs say, which is great. So a lot of people will send links, here’s a direct link, here’s the promise, you can’t tell what the SSP is about until you click the link. Well, at least. And they were doing that habit within it close of one document reference to another and they wanted a direct link in line they would put the URL. But for those who don’t know, follow everybody knew you can do the Add sign is like you do on Facebook and Instagram at and type the name of the SLP. And it will try to find it as you’re typing. And once you find it, you click it and then it hyperlinks the name of the SLP to the article. And when you click save, it’ll automatically add it to the related tab related Doc’s tab. So the tab, column toolbar. So I’ve been trying to use it a lot more. So I can link to documents in turn, a lot of times as people get very developed documentation, you begin to have too many documents. How do you find what’s what? So typically, I start creating master documents where Hey, this whole invoicing workflow, we wrote eight si peas and various steps you can find them when you need them. However, I go back, and then I write an overview of all the ways that invoices should flow. But most of it are links to other documents, putting them in an order, or helping you find what you need when you need it.

Tracy Hardin
That’s what I was doing the onboarding of a new client was the master document I was working on yesterday. Like it ties in so many different scenes. You know, is it an MSP client? Is it a break fix, there’s

Allen Edwards
a lot of it’s like client onboarding, you might want to create the company in autotask. Where your PSA? Yep. But you sometimes you want to create a company when you’re not onboarding somebody. So it’d be nice to have that SAP separate. Yeah. Speaking of which, I am thinking of, since client onboarding is still the most popular thing I’ve ever done. Both videos, webinars, presentations, and such. I’m thinking about doing an actual Carl Palak style class on client onboarding. Next year. We can do a deep dive, get the details and help you actually set yours up as we go. But it’s a lot of work. So more to come. Yeah. Anybody else have questions and it glue or just tips and tricks to share?

It’s amazing how five seconds of silence online seems like an eternity.

All right, well, what I’m going to do then, is I’m going to share just two more slides as we wrap up. If you have other questions that pop in your head, interrupt us asking us this take care of us over here for back to our slide show. There’s two slides left. One is what’s next. How the heck did I do that?

Unknown Speaker
Oh, we are not the only one.

Allen Edwards
Well, somehow I’m looking at my edit mode in PowerPoint versus my presentation mode. But I also had the presentation going I don’t even know how I did that. Um we are trying to do at least a monthly webinar for everybody. And we’re trying to cover all of our different interests in groups. We did Vizio a couple of times with an IT glue a couple of times now. We’ve done professional presenters on a topic we’ve done roundtables, we’ve done two or three peers to present we need more ideas. It’s amazing that Tracy and I only 10 months in are like oh now let thinking about what is it next and I might post this in the forum as well. But feel free to share ideas especially if you guys something you want to share. We’d love to hear from you. So 2019 dot 10 would be next. I’ve been aiming for the last Wednesday of the month. About this time it doesn’t have to be we can customize it for who’s presenting or wants to attend. So you are being heard Not a single one of these topics. Tracy and I invent this is all suggest to somebody else. So feel free to be on that. I like to tell you guys that In case you see this name pop up, Skye Shaw is an intern. She’s a senior at Columbia College in South Carolina, and she’s got some marketing chops. So I’m going to be putting her in charge of some of the it Doug events is what typically happens is I finally get created a bit late. And then I forget to tell anybody about it besides posting it once. So somebody to help remind everybody so we can get more folks more minds into the hive. So stay tuned for that. There will be a recording to this I will send it to everybody who is registered. I see a chat which I can’t find whenever I want to find them. Hello, here it comes to slow. Here’s an idea from Dan how to manage the document folder structure in the IT recipes. Well, speaking of which, Dan, we may cover that again. But we have covered it. Eureka process comm if you’ll click on the Resources tab, I just scroll down about a half page all the old it Doug webinars are there. The what structure should my documentation take was covered in there. And if you’ll also ping me afterwards, I also had my process library I have Yeah, Brian thing was either number one or number two, I forget which Yeah, definitely early on. It is still very high level. So maybe we can possibly dig deeper into documentation structure. Maybe we leave learning grown since then as well. But on that Resources tab, but your your process that come or the old webinars. Um, so it’s in there if you want to reference it. I also have a process that I offer for free from our library. I call it D 05. But it’s all of the flexible assets that I have documented. I also have one called the process process. But I include where you should store your slps and what structure you should store it in should is a strong word. I have one idea on how I’ve done it in the past our contact info both for the group if you’re not already a member of it, Doug, as well as my direct contact info. Is there any other questions before we adjourn?

Tracy Hardin
I have an idea for future 100 we should do one on avec all the column is all MC has some really cool stuff in it. But I can’t demo it because I’d have client stuff in there. Right I don’t know if we can get maybe one of the reps involved or maybe we don’t want to get a vendor involved which is fine because sometimes they can be super annoying but all it does some cool documentation stuff and there’s a lot of things it does that a lot people don’t realize like how it documents a virtual environment is really pretty slick. And even our group here today are heard some avec fans.

Allen Edwards
Hopefully if we post and avec topic you guys can help join in. Yeah, so let’s uh, float avec and document folder structure as well. Yeah. I’m just like we did for it blue today, maybe the automation but tips and tricks for ice glue. We could do tips and tricks for all the little share Intel?

Tracy Hardin
Oh, yeah. Probably all kinds of things. And then I don’t know about OPIC.

Allen Edwards
Or why don’t complain that they do this more in it lose wheelhouse.

Tracy Hardin
But I tell you what, I don’t use rapid fire tools.

Allen Edwards
I use mob IQ. I those two those two competed all?

Tracy Hardin
Not Not that way. Okay.

Allen Edwards
All of it was network mapping, right?

Tracy Hardin
But I do I use all of it to met my network and help me do my network emails. And then I use my RMM to finish it off. And then I write my own reports.

Allen Edwards
Alright, so avec is giving you the data you need to do your own analysis with so in that way it is competing with why you spend your dollars there. And not

Tracy Hardin
Oh, yeah. But the info it gives back. It gives us a lot of troubleshooting stuff. And usually when we do our big network analysis, we’re working with an internal it. We hand all that stuff to them and they love it. For fear, right? Well, yeah, those are really big. Yeah, those are 40 at our jobs.

Allen Edwards
It’s a whole nother conversation. Dan makes an excellent point of it competes against rapid fire tools, but that’s fine.

Tracy Hardin
That’s a good one. Yeah. We use all the port because I can turn it on for a month. Run it per month and then turn it off. Yeah. Throw it on a little nook and throw it amongst in the network and it just does its job.

Allen Edwards
What is the name of that chart type of overlapping circles always forget. Oh, the Venn diagram

Tracy Hardin
Venn diagram. There

Allen Edwards
you go. Thank you, Brian. I swear I thought of it before you wrote it. That’s kind of like, avec indenfor tools is that they definitely have some overlap. And they’re competing with your dollars, obviously. But they also have their own unique places they can do better jobs at. Like Brian mentioned, access to Active Directory. I love to show you them. Hey, you have all these usernames that haven’t been deactivated, haven’t used the system in 30 days. It’s not a hard thing to fix, but your previous vendor didn’t catch it. Mm hmm. Dan’s leveraging that continuing to get discounts on both those tools.

Unknown Speaker
Mm hmm.

Allen Edwards
continuum does have its advantages. Absolutely. All right, guys, thank you all so much for your time. I have harvested your email addresses just so I can send you guys a follow up to this meeting. And it will have a link to the recording once I have it posted. It does take me a few days to get that and it may be early next week. And it will have what else in it. Tim, do you have a link I should provide in there

Unknown Speaker
for the the plugin not as of yet. Okay.

Allen Edwards
So I’ll just type it in there and send it out to you guys. And then I’ll get it posted on it dog as well as the website for easy reference. Thanks again. so thankful you guys participated. We fill up almost the whole hour so I am super stoked with you. You guys rock. Thanks.

Tracy Hardin
Thank you, Allen.

Allen Edwards
Take care

Unknown Speaker
how you go.

 

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