ConnectWise Automate: push-deploy the agent to your computers

What it does

• Imports each Automate client as an office and lists its computers.
• Sends the install to the computers you choose through Automate's command runner, so no script has to be pasted anywhere.
• Follows each command to completion and shows the result for every PC.

How it connects

Your Automate server address and a login that can read clients and run commands, with a two-factor code if that login has one.

What it reads and writes

• Reads: clients and computers, and whether each computer is currently checking in.
• Writes: it runs a command on each computer you selected, to download and then run the agent installer. It changes nothing else in Automate.
• Credentials are kept in AWS Secrets Manager, not the database.

Limits you should know about

• We have not yet run this against a real Automate server. It was built from Automate's documented API and tested against a stand-in that imitates the responses, so the first customer may meet differences.
• Automate requires an integrator client ID. Ours may not be registered on your server, in which case you supply your own from the ConnectWise developer site.
• It deploys the agent only. Reading and changing tickets is a separate integration.

Setting it up

1. Create or choose an Automate login that can read clients and computers and run commands on them.
2. Have your server address ready, for example the one you sign in to.
3. If asked, add an integrator client ID from the ConnectWise developer site.
4. Open the setup wizard, enter the details and test the connection, then choose clients and computers.
5. Select deploy and watch each PC report in.

Related

• Security & Trust Center: where this fits in the wider flow.
• ConnectWise RMM (live)
• Autotask PSA (live)
• All 5 integrations and what we do not do.