Configuring UpdateWarranty for On-Premise ConnectWise

UpdateWarranty can update warranty information by either using the ConnectWise API integration or by direct database access. The ConnectWise direct database acces method allows UpdateWarranty to populate both the warranty expiration and purchase date fields. If you are a ConnectWise On-Premise user you can use the direct database access method explained below.

Prerequisites

1. You have access to your ConnectWise database server.
2. You have workstation and server configurations with the Serial Number or Tag Number fields populated.
3. You have Java 6 Update 27 or Java 7 installed (Warning: Java 6 Update 29 is not compatible with SQL Server 2008).

1. Create a SQL Account for UpdateWarranty

A. Log or Remote Desktop into your ConnectWise Database Server.

If you have separate server instance for Database and Web services ensure you are using the Database server. You need to log into the Windows Server environment that runs ConnectWise, not log into the ConnectWise application.

B. Launch SQL Server Management Studio

C. Login into SQL Server

Typically, the login credentials will already be configured for your SQL Server instance and you can click "Connect" to continue to the next step. Otherwise, the Server name should be set to the hostname of your database server or set to LOCALHOST. Authentication should be set to "Windows Authentication". If Windows Authentication fails, log out and log back into the ConnectWise Server using the CWAdmin account.

D. Launch the New Login Wizard

Expand the Security tree in the left-side navigation window. Right-click the Logins folder under Security and select "New Login..."

E. Create a ConnectGraph SQL Account(Do not click OK until the next step)

Enter the Login name as "connectgraph". Ensure you select SQL Server authentication and enter a password. You will need this password for a later step and it is essential to record the correct password. Uncheck Enforce password expiration and change the Default database to your ConnectWise instance. If your CW Company Name is "Costco" then you would select "cwwebapp_costco" from the Default database drop-down list.

F. Set Permissions for ConnectGraph Account

Select User Mapping in the left-side navigation window. Check your ConnectWise database instance and check db_datawriter and db_datareader. Click OK to create the ConnectGraph account.

You have completed Step 1 and may close SQL Server Management Studio.

Step 2: Launch the UpdateWarranty Client

A. Open the UpdateWarranty Website

Open a web browser to http://www.updatewarranty.com/. If you have already purchased UpdateWarranty you can log into the site; otherwise, use the Evaluation version. Launch the UpdateWarranty client via the website's Launch button.

B. Populate Fields for ConnectWise Settings

Click on the ConnectWise tab and begin populating the required fields. The Database Server Url field should correspond to the name of the server you remoted in for Step 1A. If you are using Microsoft SQL Express you will need to include the Instance Name. The Database Name field should correspond to the Company ID value you use when logging into the ConnectWise client. The Database Username and Database Password were created during Step 1E. After you have filled in all the fields, click on the Begin Warranty Lookup button.