Managing Trend Micro ConnectWise Automate Clients

The client information screen provides basic ConnectWise Automate client summary information including the main client contact, email address, and the current license status for Worry-Free Business Security Services.

Important:

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.

Use the information on the Endpoints and Unmanaged Endpoints tabs to send commands to the Worry-Free Security Services Security Agent, or to deploy the agent to endpoints.

Note:
  • You can select to view specific client/endpoint information at any level under the Trend Micro Customers node of the client tree.

  • Common Worry-Free Business Security Services agent commands are also available using ConnectWise Automate scripts.

    For more information, see Using Trend Micro Scripts in ConnectWise Automate

  1. Open the Automate Control Center, go to Trend Micro > Trend Micro Customers, and select a client in the navigation tree.

    The title of the screen that appears depends on the level of the client information selected in the client tree. The following image displays the Trend Micro Customers > {Client} screen.

  2. View details about the available Worry-Free Business Security Services licenses from Remote Manager by clicking the license expiration date.
  3. View specific endpoints by clicking the any of the following counts:
    • Managed machines: Displays a list of machines with the Worry-Free Business Services Security Agent installed on the Endpoints tab

    • Unmanaged machines: Displays a list of machines that do not have the Worry-Free Business Services Security Agent installed on the Unmanaged Endpoints tab

    • Viruses detected: Displays a list of Worry-Free Business Services Security Agents with virus detections on the Endpoints tab

    • Spyware detected: Displays a list of Worry-Free Business Services Security Agents with spyware detections on the Endpoints tab

    Tip:

    For clients with a large number of Worry-Free Business Services Security Agents displaying on the Endpoints tab, you can further filter the results using the status information in the drop-down control above the endpoints table.

  4. Enable Automatic Deployment to automatically deploy Security Agents to unprotected endpoints assigned to the ConnectWise Automate client once per hour.
    Important:

    Ensure that the ConnectWise Automate client has sufficient licenses available before enabling automatic deployment. If there are no licenses available, the Trend Micro Worry-Free Services Plug-in still deploys Security Agents, but unlicensed Security Agents are unable to report back to the Worry-Free Business Security Services console and remain in the unmanaged endpoints list.

  5. On the Endpoints tab, select the check box for the endpoint you want to manage, and click the buttons above the list to send the necessary commands.
    • Scan: Triggers the Security Agent on the selected endpoints to perform a Manual Scan during the next server synchronization

    • Update: Triggers the Security Agent to check for component updates during the next server synchronization

    • Other Actions: Displays the following commands:

      • Unload Agent: Unloads the Security Agent from the selected endpoints for a specified period of time during the next server synchronization

      • Remove Agent: Uninstalls the Security Agent from the selected endpoints during the next server synchronization

        Warning:

        Removing the Security Agent may leave the endpoints vulnerable to security threats.

    Note:

    You must confirm that you want to send the command to the selected Security Agents.

    Endpoints receive the command the next time Remote Manager synchronizes with Worry-Free Business Security Services. The default synchronization time is five minutes.

  6. On the Unmanaged Endpoints tab:
    • Select the unmanaged endpoints that you want to save as a list in CSV format and click Export.

    • Select the unmanaged endpoints that you want to install the Security Agent on and click Deploy Agent.
      Note:

      You must confirm that you want to send the command to the selected endpoints.

      Endpoints receive the command the next time Remote Manager synchronizes with Worry-Free Business Security Services. The default synchronization time is five minutes.