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PSA: Configuring it to send tickets to a custom ConnectWise �Board� - Connect IT Community | Kaseya
<main> <article class="userContent"> <h2 data-id="summary"><strong>SUMMARY</strong></h2> <p>PSA: Configuring it to send tickets to a custom ConnectWise �Board�</p> <h2 data-id="issue"><strong>ISSUE</strong></h2> <p></p> <h3 data-id="purpose">Purpose</h3> <p>How to configure the PSA ConnectWise feature to sent tickets to a custom ‘Board’</p> <h3 data-id="description">Description</h3> <p>The default ConnectWise Board is set to ‘Professional Services’, but this can be overridden by using the /usr/bp/bpinit/master.ini configuration file. This can also be used to configure the default Status for a created ticket (default=’N’ for New). </p> <p>Note: This requires using command-line access.</p> <h3 data-id="resolution">Resolution</h3> <p>1) To change to using a Board named ‘MyBoard’, edit the file<b> /usr/bp/bpinit/master.ini</b>, and<br>find the <b>[PSA]</b> section.</p> <p><b>2) </b>In the [PSA] section, you can see comments about the Board and Status fields:<br><b> ;Board=Professional Services ; Clients can store the tickets in different boards to manage who a ticket gets assigned to</b></p> <p><b> ;Status=N ; Status of a ticket that is created</b></p> <p>3) So add a line to the PSA section with the parameter you wish to change, for instance:<br><b> Board=MyBoard</b><br>and save the file.</p> <p>4) Subsequent PSA events will use the new parameter.</p> <h3 data-id="how-to-edit-master-ini-with-vi-in-step-3-above"><b>How to edit master.ini with “vi” in step 3 above</b></h3> <p>1) Type ssh –l root <IP address of system></p> <p>then give it the appropriate root password.</p> <p>2) Type “vi /usr/bp/bpinit/master.ini” and press Enter.</p> <p>3) Type “/^.PSA” and press Enter.</p> <p>4) Type “o”, then “ Board=MyBoard” where MyBoard represents the custom Board.</p> <p>5) Press the Esc key to finish that line.</p> <p>6) Type “:wq” to write and quit the edit session</p> <p>If you make a mistake, you can type “:q!” at any time and start over. </p> <p>If you don’t feel comfortable with “vi” or the command-line access please contact Unitrends Support for help. </p> </article> </main>