Installing the Trend Micro Worry-Free Services Plug-in for ConnectWise Automate

This plug-in allows Remote Manager to sync Worry-Free Business Security Services customer and detection data with ConnectWise Automate.

Tip:

You can upgrade the Trend Micro Worry-Free Services Plug-in for ConnectWise Automate from the ConnectWise Automate Solution Center.

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.

Note:

This procedure displays screens from ConnectWise Automate 11. Depending on the version of ConnectWise Automate you are using, the screens may vary.

  1. Install the Trend Micro Worry-Free Services Plug-in for ConnectWise Automate from the Automate Solution Center.
  2. Return to the Automate Control Center screen.

    The Trend Micro icon is added to the toolbar.

  3. Click the Trend Micro button in the toolbar.

    The Activate Trend Micro Integration screen appears.

  4. Provide the Remote Manager activation credentials.
    • URL

    • Access token

    • Secret key

    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.

  5. Click Connect.

    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.

    Note:

    To integrate accounts at a later time, click the Trend Micro button in the toolbar and go to Non-Trend Micro Customers.