Remote Monitoring & Management Help

Passportal Integration Configuration

Through the Passportal and RMM integration you can map your RMM Clients to the corresponding entry in Documentation Manager or create new Passportal Clients where these do not exist.

Visit RMM Integration Features for information on the available functionality.

Integration Prerequisites

  • Passportal Documentation Manager enabled. (Please contact your account manager if you are interested in enabling this feature.)
  • RMM Dashboard URL
  • RMM API Key

Generate your RMM API Key

  1. Log into the RMM Dashboard as a user with API permissions enabled
  2. Go to Settings > General Settings > API
  3. Select Generate Key to create the API Key or Regenerate Key if you want to create a new key
  4. Enter your email address in the Email API token to field, click Email Token then OK

This action sends the API key and server URL to the entered email address.

The RMM API key is used to authenticate against the Public API. If you regenerate a new key then anything that uses the existing key to authenticate against the Public API will stop working.

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Enable the RMM Integration

  1. Log into Passportal
  2. Click Settings in the sidebar, then navigate to the Integration Center tab
  3. Select SolarWinds RMM in the Integration Center page

Enter your RMM API Details

  1. Under API Settings enter your SolarWinds RMM Portal URL and API key (both are contained in the RMM API email sent in the above Generate an RMM API Key > Step 4)
  2. Select Enable Device Sync to allow your RMM devices to synchronize as assets in Passportal
  3. Click Authenticate to proceed

Select the Clients to Synchronize

The next step is the Data Wizard section, this allows you to choose the Clients to synchronize between Passportal and RMM.

  • Select Auto-Match All to match any Passportal and RMM Clients with identical names. Using this option ensures duplicates Clients are not created
  • To manually match Clients, click on Match and the select the corresponding Client from the drop-down
  • For those Clients that do not exist in Passportal, click the Create or Exclude buttons beside their names
  • If you have a large list, exclude the Clients you do not want to map then select the Create Unmatched button to create the remaining clients
  • If you excluded a Client that you would like to later add, simply select the Excluded Records tab and select Create, Match or Exclude

Setup Completion

  1. Select Next once you have finished creating your Clients
  2. This displays an overview of created, matched, or excluded Clients
  3. Click Finish
  4. All imported devices will appear in their respective clients under Assets

Once you have completed the process, it may take some time to allow the initial synchronization of assets to occur. Depending on the number of devices, this can take several hours.

New devices are currently synchronized once per day during the evening.

Edit RMM Integration

Once setup, you may find it necessary to change your integration settings to enter a new API key or add new Clients in Passportal.

  1. Log into Passportal
  2. Click Settings in the sidebar, then navigate to the Integration Center tab
  3. Select SolarWinds RMM in the Integration Center page.
  4. Make the required changes then Save to apply

If making any changes to the API Settings page, you must re-enter your RMM API Key (found in Settings > General Settings > API on the RMM Dashboard). Even where this change is to the Enable Device Sync setting.

Disable RMM Integration

Where you no longer require the RMM integration it is disabled from with Passportal.

  1. Log into Passportal
  2. Click Settings in the sidebar, then navigate to the Integration Center tab
  3. Select SolarWinds RMM in the Integration Center page.
  4. Go to the API Settings section
  5. Click Disable RMM then confirm