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Starting from version 22.02, the Trend Micro Worry-Free Services Plug-in for ConnectWise Automate received a major upgrade that included significant improvements in usability and performance. The upgraded version is built on a new integrated web-based data architecture and features a redesigned user interface. This topic describes how to migrate from older versions of the plug-in to the new web-based plug-in.
Note
Note
To support the new web-based plug-in architecture, the following data are migrated to your Trend Micro Remote Manager:
  • ConnectWise Automate Web Server URL and login credentials
  • Client information
  • Integration settings
  • Contact information
  • Endpoint information and management settings
  • User permissions settings for endpoint management
  • Ticket settings
Important
Important
Once the migration is complete, the plug-in cannot be rolled back to the previous version.
If you do not want to perform the migration at this time, click Not Now Exit. (Trend Micro will remind you to complete the migration next time you log in.)

Procedure

  1. In ConnectWise Automate, click Tools Trend Micro.
    In the Trend Micro Worry-Free Services Plug-in for ConnectWise Automate, the Set Up Trend Micro Worry-Free Services Plug-in pop-up screen appears.
  2. Provide your ConnectWise Automate integration credentials.
    Important
    Important
    We recommend that you create a unique account in ConnectWise Automate for this integration. The account must have access to all clients and endpoints, and disable Multi-Factor Authentication (MFA).
    • 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
    • Password
  3. Click Start Migration.
  4. Click Done.