How to set up LiveLinks in Autotask

This section outlines the steps to configure N-central LiveLinks in Autotask. LiveLinks enable seamless integration between Autotask and N-central, allowing users to open Autotask tickets from N-central. To configure this setup, you must be an Autotask System Administrator or have the appropriate LiveLinks permissions assigned. The "Administer LiveLinks" permission can be assigned via the LiveLinks Designer Security Policies tab in Autotask.

Configure LiveLinks in Autotask

  1. Sign in to Autotask using an account with the required LiveLinks permissions.

  2. Navigate to Admin > Automation.

  3. Click AutoForms & LiveLinks.

  4. Select LiveLinks Designer.

  5. Click Explore the AXN LiveLinks Catalog.

  6. Search for or locate the N-central LiveLink extensions.

  7. Right-click the row for the desired N-central extension and select Install LiveLink.

  8. Review and accept the Terms & Conditions.

  9. Click Install. After installation completes, confirm the installation.

  10. In LiveLinks Designer, locate the newly added N-central extension. Right-click it and select Edit LiveLink.

  11. In the LiveLink configuration screen, verify that the Base URL matches the address of your N-central server. If needed, enter the correct IP address or fully qualified domain name (FQDN).

  12. Click Save & Close.

  13. Click OK to confirm.

  14. In LiveLinks Designer, right-click the N-central extension row and select Activate LiveLink.

  15. Right-click the same row again and select Publish LiveLink.

  16. In the "LiveLink Publication" screen, choose the Security Levels, Departments, or Resources tab to configure user access.

  17. Select the users or groups who should have access to the extension. For example, under the Resources tab, you might select Administrator, Autotask.

  18. Click Save and then Close.

  19. Repeat steps 3–18 for each additional N-central extension you want to install.