Datto Workplace Integration

SECURITY  Administrator

NAVIGATION  ComStore tab

About Datto Workplace

Datto Workplace is Datto's online file sharing and collaboration service. Datto Workplace is an all-in-one solution for synchronizing files between devices, project collaboration, continuous background file backup, and remote file access. It consists of the following components:

  • Workplace Online: The web interface that provides the administrative functions and access to all files stored on the Workplace service.
  • Workplace Desktop: Installed on your computer, Workplace Desktop runs silently in the background ensuring the latest versions of files are available locally on your computer. It is also responsible for making backups of folders you have selected.
  • Workplace Server: Workplace Server is a component of the Workplace service. It makes all your files accessible through Workplace while retaining local, centralized data storage so that your data is also available via your local area network (LAN). The Workplace service keeps all data on your LAN accessible internally and in sync with Workplace.
  • Workplace Mobile: Available for iOS (iPhone/iPad) and Android, Workplace Mobile provides access to your files stored in the Workplace cloud, and allows document editing within Workplace Mobile.

For more detailed information about Datto Workplace, please visit the Datto Workplace Manager Help.

About the Datto Workplace Integration

The integration offers the following major benefits:

  • Seamless, silent deployment and removal of Datto Workplace using Datto RMM. The Datto Workplace team key allows you to install or uninstall Workplace Desktop without end user interaction. The installation and uninstallation of the Workplace Desktop can be performed using the same component. Refer to Install Workplace Desktop.
  • Monitoring of Datto Workplace and alerting when, for example, devices fail to sync. Tickets can also be created from the alerts in Autotask PSA if the ticket integration is enabled. Refer to Configure ticket integration.
  • Visibility on Datto Workplace status in Datto RMM. Any managed device will display the Datto Workplace status, as well as related sync information. You can use this information in reports or filters. Moreover, if you use the Autotask PSA Integration and the user-defined field synchronization is enabled, the Datto Workplace information will be synced to your Autotask PSA configuration items. Refer to Configure device synchronization.

How to...

To set up the integration, you first need to download the Datto Workplace component (Datto Workplace [WIN] or [MAC] for Windows or macOS devices, respectively). To monitor Datto Workplace on Windows devices, you need to download the Datto Workplace Desktop Monitor [WIN] component.

NOTE  The Datto Workplace [WIN] or [MAC] components can be used to either install or uninstall the Workplace Agent. Refer to Install Workplace Desktop.

  1. Log in to your Datto RMM account and click the ComStore tab.
  2. Search for Datto Workplace.
  3. Open either the Windows or Mac version of the component, and click Add to my Component Library to download it.
    Repeat the same with the Datto Workplace Desktop Monitor [WIN] component.
  4. Open your Component Library by clicking on the Components tab.
  5. Locate the Datto Workplace component and mark it as a favorite by clicking on the toggle favorite icon . This will allow you to run this component as a quick job in the current UI. For more information, refer to Make a component available for quick jobs.

In order to deploy Workplace Desktop to the users on your team, you will either generate a team key, which will then be used by the system to configure Workplace Desktop on the users' desktop or laptop devices, or users can configure Workplace Desktop by entering their user credentials. For information on how to create or find the Datto Workplace team key, refer to this topic in the Datto Workplace Manager Help: Configure Deployment.

To install Workplace Desktop via Datto RMM, follow these steps:

  1. Click the Sites tab and open one of your sites.
  2. Click the Devices tab and select one or more of your devices.
  3. Click the Run a quick job icon in the action bar. A window with all components available for quick jobs will open.
  4. Select the Datto Workplace component.
  1. Enter the team key obtained from the Datto Workplace Manager in the TeamKey field.

NOTE  If this field is left blank, the end user will be prompted to enter their user credentials when they launch the application.

NOTE  You can also add TeamKey as a variable to your Datto RMM account and it will be used in the back end when running the job. Refer to the Variables and Update Site Variables sections in Account Settings and Site Settings.

  1. In the Uninstall Agent field, False is selected by default. Keep this selection for the Workplace Agent installation.

NOTE  Setting the Uninstall field to True would trigger the Workplace Agent uninstallation process. Uninstalling does not require a team key.

  1. Click Save. This will install Workplace Desktop on the selected devices.
  2. The installation may take a few minutes. Once it is completed, you can check the output of the installation by clicking on the Stdout icon . Refer to The job view.

NOTE  The installation is silent. However, a Datto Workplace administrator needs to approve the device either manually or automatically. Once the device has been approved, the end user will get an email requiring them to approve the installation and accept an End User License Agreement (EULA). Once the EULA has been accepted, the deployment will be completed and projects will start to sync.

To monitor the sync status and other information about devices with Workplace Desktop installed, you can create a Component monitor by utilizing the .xml file included in Workplace Desktop 7.0 and later versions. You can then apply the monitor at the device level or at the account or the site level as part of a Monitoring policy.

For details on the XML header and body fields, refer to this topic in the Datto Workplace Manager Help: Integrate with Datto RMM.

  1. If you want to create the monitor at the device level, navigate to your Device > Monitor > Monitors radio button.
    If you want to add the monitor to a Monitoring policy either at the account or the site level, follow the instructions outlined in the Specify the policy details for a monitoring policy and the Add a target sections of this topic: Create a Monitoring policy.
  2. Click Add a monitor... .
  3. Select Component Monitor as Monitor Type and click Next.
  4. In the Trigger Details area, select Datto Workplace Desktop Monitor [WIN] from the drop-down menu. As soon as it is selected, you will be presented with a number of variables:
Field Description
usrShowInstallStatus Toggle whether to report on the Datto Workplace Agent's installation status.
usrDaysToCheck Specify how far back (in days) to report backup information for.
usrUDF2 Shows the Datto Workplace version and the Datto Workplace Agent ID, which will allow you to quickly find the device in the Datto Workplace Manager. It also displays the sync status.
By default, Custom5 is used. Enter one of Custom1, Custom2, ... Custom10, according to the user-defined field you wish to populate.

EXAMPLE  Custom1 will populate User-Defined Field 1, Custom2 will populate User-Defined Field 2, and so on.
usrUDF1 Shows the status, size of backup, and when the last backup was completed.
By default, Custom4 is used. Enter one of Custom1, Custom2, ... Custom10, according to the user-defined field you wish to populate.

EXAMPLE  Custom1 will populate User-Defined Field 1, Custom2 will populate User-Defined Field 2, and so on.
usrShowServiceStatus Toggle whether to report on Agent offline status.
usrMonitorLastBackupDate Toggle whether to report if the date of the last successful backup exceeds the date given in usrDaysToCheck.
usrShowBackupWarnings Toggle whether to report on warnings encountered during the backup process.
And executed every... Specify when the component monitor should be run.

NOTE  We recommend that you set this interval to at least 1 hour.
  1. Refer to Create a monitor in the current UI to configure the Alert Details, Auto-Resolution Details, Response Details, and Ticket Details of the monitor, or refer to Creating a monitor in the New UI.
  2. If you have created the monitor at the device level, it will be added to the list of monitors of that device.
    If you have created a Monitoring policy, you need to save and apply the changes. Refer to Save the policy and push the changes.
  3. The targeted devices will now be monitored. You will be alerted according to the monitor configuration, and the UDF information will be displayed on the Device Summary page.

The integration uses User-Defined Fields 4 and 5 by default to show the status of Datto Workplace on the Device Summary page in Datto RMM. We recommend that you rename these user-defined field names in Account Settings to reflect what information is captured through the integration. To learn how to change the field names, refer to the User-Defined Fields section in Account Settings.

EXAMPLE  You can, for example, rename the Account Label of User-Defined Field 4 to Workplace Status, and that of User-Defined Field 5 to Workplace Version | ID. This would result in a similar screenshot of the User-Defined Fields section of the Device Summary page: