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This plug-in allows Remote Manager to sync Worry-Free Business Security Services customer information with ConnectWise Automate.
Important
Important
  • The Trend Micro Worry-Free Services Plug-in for ConnectWise Automate is not supported for customers using a Customer Licensing Portal account.
  • Some features of the Worry-Free Services Plug-in for Automate require the latest version of Worry-Free Business Security Services. Update all of your Security Agents to the latest version to ensure full support of all new features.

Procedure

  1. On the ConnectWise Automate console, go to the Solution Center and install Trend Micro Worry-Free Services Plug-in for ConnectWise Automate.
  2. From the ConnectWise Automate Plugin Manager, enable the following plug-ins:
    • Trend Micro Worry-Free Services Plug-in for ConnectWise Automate
    • Trend Micro Worry-Free Services Plug-in for ConnectWise Automate Remote Agent
  3. Reload the plug-ins, then restart the ConnectWise Automate console.
  4. Return to the Automate Control Center screen.
    Trend Micro is added to the Tools section of the sidebar.
    cwa-worry-free-plugi.jpg
  5. Click Tools → Trend Micro.
    The Activate Trend Micro Integration screen appears.
  6. Step 1 - Provide the Remote Manager activation credentials.
    • URL
    • Access token
    • Secret key
    Tip
    Tip
    To locate the activation credentials:
    1. Open the Remote Manager console and go to Administration → Configure third-party integration → ConnectWise Automate.
    2. Click View credentials.
  7. Click Next.
  8. Step 2 - Provide your ConnectWise Automate integration credentials.
    Important
    Important
    We recommend that you create a unique account in ConnectWise Automate for this integration.
    • ConnectWise Automate Web Server
      Note
      Note
      This web server is used to log in to ConnectWise Automate. The format is either a URL or an IP address.
    • Username
      Note
      Note
      The account must have access to all clients and endpoints, and disable Multi-Factor Authentication (MFA).
    • Password
  9. Click Next.
    The Activation Successful screen appears. You can begin integrating ConnectWise Automate client data with Trend Micro Accounts by clicking Start.
    For details, see Importing ConnectWise Automate clients.
    labtech-activation-s.png
    Note
    Note
    To integrate accounts at a later time, click the Trend Micro button in the toolbar and go to Customers → Non-Trend Micro Customers.