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ConnectWise

Install ConnectWise Automate

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Version 2022+
Version 2021

Overview

Learn all the steps necessary to successfully install ConnectWise Automate. Be sure to have reviewed the ConnectWise Automate Requirements and the Installation Prerequisites before proceeding with the instructions listed in this document. 

In version 2021, MySQL database access using Automate credentials is no longer supported. Please refer to this supportability statement for more information.

Important: New installs of Automate v2022 require Windows Server 2016, Windows Server 2019, or Windows Server 2022.

Note: Please refer to the Additional Recommended Configurations article for guidance with backup Internet connections, alternate ports, etc..

Install Automate

To install Automate:

  1. Download the ConnectWise Automate installation executable from the Products and Updates page. We recommend you run the installer from a local drive. If run from a network share, you run the risk of the network connection dropping and the installation failing.
    Important: If using Internet Explorer, you may receive a File Download from Internet warning. Complete steps 2-5 to resolve this message. Failure to complete the following steps, regardless if you received this warning or not, results in a failed upgrade with limited recovery options.
  2. Right-click on the file and select Properties.
  3. Click on the General tab, if not already selected.
  4. In the Security section, click Unblock. This removes the downloaded file from the Internet status flag and any warnings or blocks associated with it.
    scn_file_properties_security_2021.10.png
  5. Click OK.
  6. Right-click the Automate icon and select Run as Administrator. 
  7. Click Install. It may take a few minutes for the Setup Wizard to prepare for installation.
    cwa_install_setup_2021.10.png
  8. Click Next to continue. 
    cwa_install_setup_welcome_2021.10.png
  9. It is important to read the End-User License Agreement before you continue. If you accept the terms, select I accept the terms in the License Agreement and click Next.
    cwa_install_licenseagreement_2021.10.png
  10. You have the option to select Complete or Custom. Refer to the definitions below before proceeding.
    • Complete installs all Automate components on one server. If you are installing on one server, proceed to the Complete Setup section.
    • Custom allows you to install a Web Server and Database Server separate from the Automation Server. This distributes the workload among different servers, allowing the system to support a higher number of total agents. We recommend that the database is split from the Automate (Automation) server prior to a web server split. If you are installing on multiple servers, please refer to Custom Setup.
    cwa_install_setuptype_2021.10.png

Complete Setup

To install Automate on one server:

  1. Click Complete > Next.
  2. Enter your CD key (without the dashes) and click Validate. The validation may take a few moments. The icon changes from a red x to a green checkmark if the CD key comes back valid. If it is not valid, reenter and click the Validate button again. Once validated, click Next.
    cwa_install_licensecheck_2021.10.png
  3. The installer does a prerequisite check at this time. If the installer does not find any issues, a green checkmark is displayed before each listed prerequisite. If the Automate Installation Prerequisites were not completed prior to installing Automate, they are indicated by a red X (see example below). Click on the Help links in the installer or refer to the table below to review documentation to resolve each issue. Any issues found must be resolved before the install continues. After the issues have been resolved, click Check Prerequisites.
    cwa_install_prereqcheck_2021.10.png
    Prerequisite Document
    Web Server (IIS) must be enabled and/or
    IIS (Web Server) must be enabled and/or
    ASP.NET support for IIS must be enabled.

    Windows Server - IIS Features and Roles
    MySQL Connector/ODBC Check Install ODBC Connectors
    Conflicting Software Conflicting Software
    MySQL Installer Install a MySQL Database
    Database Configuration (Required for fresh installs only) Configuring your Database
  4. When all prerequisites have been met, click Next.
    cwa_install_prereqcheck_success_2021.10.png
  5. The installer allows you to create your database during the install; however, if the database was created while following the Automate Installation Prerequisites, this step is not necessary. Click Next to enter your database access credentials. If you have not yet installed a MySQL compatible database, click on the desired database link for installation instructions before continuing.
    cwa_install_dbserver_2021.10.png
  6. Enter the following credentials associated with the MySQL database that was installed.
    cwa_install_dbconfigsettings_2021.10.png
    1. Leave the Database Server Address field populated with the localhost because the database resides on the Automation Server.
    2. Enter the Admin Username.
    3. Enter the Admin Password.

  7. On the System Configuration screen, the System Password automatically populates. The system password is used to install remote agents. It is recommended that you leave the system password at the default value.
    cwa_install_systemconfig_2021.10.png

  8. Install Ignite™ is selected by default. It is recommended to leave this option selected so all options are installed. Otherwise, only the bare minimum is installed.
  9. Enter an administrator Password to be used to log in to the Automate Control Center. Passwords must be a minimum of eight characters.
  10. Enter an administrator Email Address to be used to receive your MFA login token.
  11. Click Next.
  12. On the Access Configuration screen, the Server FQDN and LTShare Path fields are automatically populated. Enter the FQDN of the Automate server in the Server FQDN field. This address will be the FQDN (URL) that the Automate agents will use to check-in to your server, so be sure that the URL is externally available.
    cwa_install_webservicesconfig_v2021.10.png
  13. By default, the LTShare is installed on the C: drive of the Automate server. If desired, click on the Change button to change the path to a different location.

    Important: During the install, the installer checks LTShare folder permissions for the appropriate user groups and attempts to grant permissions if any are missing. The install fails if the installer cannot grant the necessary permissions. If the install fails, ensure that the IIS AppPool\LabTech, IIS AppPool\LabTech WebCC, IIS AppPool\CwaRestApi, and System user groups have Modifiy, List folder contents, Read & Execute, Read, and Write permissions for the LTShare folder.

    The LTShare is used to store screenshots, tools, uploads, reports, etc. The LTShare utilizes a File Service running as a Windows service alongside the database agent. This service primarily impacts split server environments as each Automate server has its own local LTShare. The File Service activates when a remote agent attempts to download a file from the system by requesting that file from the Web Server. The Web Server first checks its local LTShare directory for the file, and if the file is outdated or does not exist, it communicates with the File Service to get a current copy of the file. The Web Server then streams the content of that file back to the entity requesting the download, while simultaneously saving a copy to the LTShare directory on the Web Server. This local copy can then be used to service future requests for that file that come to that Web Server. The Web Server communicates with the File Service via port 12413 and only inside and below the LTShare may be accessed. Refer to ConnectWise Automate Installation Prerequisites for more information on port requirements.

  14. Click Next.
  15. On the Choose Email Type screen, if you are using Gmail or another SMTP email configuration click Standard SMTP, or if you are using Office 365 click Office 365.
    cwa_install_ChooseEmailType_2021.10.png
  16. Click Next. 
  17. Enter your email credentials. 
    • If you selected Standard SMTP, enter your SMTP mail server settings. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_2021.10.png
    • At this time, if you are an Office 365 user, you must Register the Application before the install can continue. After the steps are complete, enter your Username, Tenant ID, Client ID, and Client Secret. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_Office365_2021.10.png
  18. Click Next.
  19. Click Email Token. An email with your MFA token is sent to the Admin User email address.
  20. Enter the Token, then click Validate Token.
    cwa_install_tokencheck_new_2021.10.png
  21. Click Next.
  22. Ten emergency recovery tokens are generated. These recovery tokens can be used to log in to Automate if the Super Admin cannot access their email. The recovery tokens never expire but can only be used one time each. This is the only time the recovery tokens are displayed, therefore it is essential that you copy and save the recovery tokens.
    cwa_install_recoverycodes_new_2021.10.png
  23. Select the checkbox to verify that you have saved the recovery codes.
  24. Click Next.
  25. Click Install to begin the installation. Otherwise, click Back to review or make any changes. The installation takes a few moments.
    cwa_install_readytoinstall_2021.10.png
  26. Click Finish.
    cwa_install_finish_2021.10.png
  27. Click Close.
    cwa_install_installsuccessful_2021.10.png
  28. Refer to Logging in to the Control Center for instructions on how to log in.

Custom Setup

To install Automate on a split server:

  1. Click Custom > Next. 
  2. Select the features you want to install. If you want to install the Web Server on a separate server, select Entire feature will be unavailable for the Automate Web Server. You must run the installer again on the Web Server when you have completed the Automation Server installation.
    cwa_install_customsetup_automationserver.png
    Note: It is recommended to have both the Control Center and the Remote Agent on the Automation Server. The Control Center is not necessary on the Web Server and is optional.

  3. The installer does a prerequisite check at this time. If the installer does not find any issues, a green checkmark is displayed before each listed prerequisite. If the Automate Installation Prerequisites were not completed prior to installing Automate, they are indicated by a red X (see example below). Click on the Help links in the installer or refer to the table below to review documentation to resolve each issue. Any issues found must be resolved before the install continues. After the issues have been resolved, click Check Prerequisites.
    cwa_install_prereqcheck_2021.10.png

    Prerequisite Document
    Web Server (IIS) must be enabled and/or
    IIS (Web Server) must be enabled and/or
    ASP.NET support for IIS must be enabled.

    Windows Server - IIS Features and Roles
    MySQL Connector/ODBC Check Install ODBC Connectors
    Conflicting Software Conflicting Software
    MySQL Installer Install a MySQL Database
    Database Configuration (for FRESH installs only) Configuring your Database
  4. When all prerequisites have been met, click Next.
  5. The installer allows you to create your database during the install; however, if the database was created while following the ConnectWise Automate Installation Prerequisites, this step is not necessary. Click Next to enter your database access credentials. If you have not installed a MySQL compatible database yet, click on the desired database link for installation instructions before continuing.
    cwa_install_dbserver_2021.10.png
  6. Enter the following credentials associated with the database that was installed.
    cwa_install_dbconfigsettings_2021.10.png
    1. Enter the Database Server Address because Automate is installed on a split-server.
    2. Enter the Admin Username.
    3. Enter the Admin Password.
  7. Click Check to verify the configuration and credentials. Errors indicate that settings need to be changed in the my.ini file. For steps on modifying your my.ini file, refer to Configure your Database. These settings must be updated before you continue. After you have made the changes, click Check to verify. When all errors and warnings have been addressed restart the LabMySQL service and click Check again. Click Next to continue. If you see only warnings, we recommend you review and make the changes before continuing, but it is not required in order to continue.
  8. On the System Configuration screen, the System Password automatically populates. The system password is used to install remote agents. It is recommended that you leave the system password at the default value.
    cwa_install_systemconfig_2021.10.png
  9. Install Ignite™ is selected by default. It is recommended to leave this option selected so all options are installed. Otherwise, only the bare minimum is installed.
  10. Enter an administrator Password to be used to log in to the Automate Control Center. Passwords must be a minimum of eight characters.
  11. Enter an administrator Email Address for receiving your MFA login token.
  12. Click Next.
  13. Enter the FQDN of the Automate server in the Server FQDN field.
    cwa_install_webservicesconfig_v2021.10.png
  14. Leave the Create Network Share (LTShare) option selected. 

    Important: The install fails if the LTShare is not created.

    The LTShare is used to store screenshots, tools, uploads, reports, etc. The LTShare utilizes a File Service running as a Windows service alongside the database agent. This service primarily impacts split server environments as each Automate server has its own local LTShare. The File Service activates when a remote agent attempts to download a file from the system by requesting that file from the Web Server. The Web Server first checks its local LTShare directory for the file, and if the file is outdated or does not exist, it communicates with the File Service to get a current copy of the file. The Web Server then streams the content of that file back to the entity requesting the download, while simultaneously saving a copy to the LTShare directory on the Web Server. This local copy can then be used to service future requests for that file that come to that Web Server. The Web Server communicates with the File Service via port 12413 and only inside and below the LTShare may be accessed. Refer to ConnectWise Automate Installation Prerequisites for more information on port requirements.

  15. By default, the LTShare is installed on the C: drive of the Automate server. If desired, click on the Change button to change the path to a different location.
  16. Click Next.
  17. On the Choose Email Type screen, if you are using Gmail or another SMTP email configuration with Automate click Standard SMTP, or if you are using Office 365 click Office 365.
    cwa_install_ChooseEmailType_2021.10.png
  18. Click Next. 
  19. Enter your email credentials. 
    • If you selected Standard SMTP, enter your SMTP mail server settings. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_2021.10.png
    • At this time, if you are an Office 365 user, you must Register the Application before the install can continue. After the steps are complete, enter your Username, Tenant ID, Client ID, and Client Secret. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_Office365_2021.10.png
  20. Click Next.
  21. Click Email Token. An email with your MFA token is sent to the Admin User email address.
  22. Enter the Token, then click Validate Token.
    cwa_install_tokencheck_new_2021.10.png
  23. Click Next.
  24. Ten emergency recovery tokens are generated. These recovery tokens can be used to log in to Automate if the Super Admin cannot access their email. The recovery tokens never expire but can only be used one time each. This is the only time the recovery tokens are displayed, therefore it is essential that you copy and save the recovery tokens.
    cwa_install_recoverycodes_new_2021.10.png
  25. Select the checkbox to verify that you saved the recovery codes.
  26. Click Next.
  27. Click Install to begin the installation. Otherwise, click Back to review or make any changes. The installation takes a few moments.
    cwa_install_readytoinstall_2021.10.png
  28. You are prompted to restart the computer. Restart.
  29. If you chose to install the Web Server on a separate server, skip to Install Web Server and complete the steps. If you choose to install the Web Server on the same server, click Finish.
    cwa_install_finish_2021.10.png
  30. Refer to Logging in to the Control Center for instructions on how to log in.

Install Web Server

  1. After restarting, select Web Server when prompted.
    cwa_install_customsetup_webserver.png
  2. Select Entire feature will be unavailable for the Automate Automation Server and then select Will be installed on local hard drive for the Automate Web Server. It is recommended to also install the Remote Agent but the Control Center is optional.
  3. Click Next.
    scn_server2012_labtechinstall_customsetup_webserver_review.png
  4. Enter the following credentials associated with the database that was installed.
    cwa_install_dbconfigsettings_check_2021.10.png
    1. In the Database Server Address field, enter your Automation Server if you installed your database on the Database Server.
    2. Enter the Admin Username.
    3. Enter the Admin Password.
  5. Click Check to verify the configuration and credentials.
  6. Once the credentials have been verified and are successful, click Next.
    cwa_install_dbconfigsettings_2021.10.png
  7. Enter the Server Address of the Automation Server (e.g., where Automate resides) and click Next.
    cwa_install_customsetup_webserver_automationserveraccess.png
  8. Click Install. Installation may take a few minutes.
    cwa_install_readytoinstall_2021.10.png
  9. Click Finish and then Close.
    cwa_install_finish_2021.10.png
  10. Copy the mysqldump.exe file from your Database Server Installation path (default path listed below) and place it in C:\Program Files\Labtech on the Automation Server. 
    • MySQL Default Path: C:\Program Files\MySQL\MySQL Server 5.X\bin\mysqldump.exe
  11.  Refer to Logging in to the Control Center for instructions on how to log in.

Overview

Learn all the steps necessary to successfully install ConnectWise Automate. Be sure to have reviewed the ConnectWise Automate Requirements and the Installation Prerequisites before proceeding with the instructions listed in this document. 

In version 2021, MySQL database access using Automate credentials is no longer supported. Please refer to this supportability statement for more information.

Important: New installs of Automate v2021 require Windows Server 2016 or Windows Server 2019, but Server 2019 is recommended.

Note: Please refer to the Additional Recommended Configurations article for guidance with backup Internet connections, alternate ports, etc..

Install Automate

To install Automate:

  1. Download the ConnectWise Automate installation executable from the Products and Updates page. We recommend you run the installer from a local drive. If run from a network share, you run the risk of the network connection dropping and the installation failing.
    Important: If using Internet Explorer, you may receive a File Download from Internet warning. Complete steps 2-5 to resolve this message. Failure to complete the following steps, regardless if you received this warning or not, results in a failed upgrade with limited recovery options.
  2. Right-click on the file and select Properties.
  3. Click on the General tab, if not already selected.
  4. In the Security section, click Unblock. This removes the downloaded file from the Internet status flag and any warnings or blocks associated with it.
    scn_file_properties_security_2021.10.png
  5. Click OK.
  6. Right-click the Automate icon and select Run as Administrator. 
  7. Click Install. It may take a few minutes for the Setup Wizard to prepare for installation.
    cwa_install_setup_2021.10.png
  8. Click Next to continue. 
    cwa_install_setup_welcome_2021.10.png
  9. It is important to read the End-User License Agreement before you continue. If you accept the terms, select I accept the terms in the License Agreement and click Next.
    cwa_install_licenseagreement_2021.10.png
  10. You have the option to select Complete or Custom. Refer to the definitions below before proceeding.
    • Complete installs all Automate components on one server. If you are installing on one server, proceed to the Complete Setup section.
    • Custom allows you to install a Web Server and Database Server separate from the Automation Server. This distributes the workload among different servers, allowing the system to support a higher number of total agents. We recommend that the database is split from the Automate (Automation) server prior to a web server split. If you are installing on multiple servers, please refer to Custom Setup.
    cwa_install_setuptype_2021.10.png

Complete Setup

To install Automate on one server:

  1. Click Complete > Next.
  2. Enter your CD key (without the dashes) and click Validate. The validation may take a few moments. The icon changes from a red x to a green checkmark if the CD key comes back valid. If it is not valid, reenter and click the Validate button again. Once validated, click Next.
    cwa_install_licensecheck_2021.10.png
  3. The installer does a prerequisite check at this time. If the installer does not find any issues, a green checkmark is displayed before each listed prerequisite. If the Automate Installation Prerequisites were not completed prior to installing Automate, they are indicated by a red X (see example below). Click on the Help links in the installer or refer to the table below to review documentation to resolve each issue. Any issues found must be resolved before the install continues. After the issues have been resolved, click Check Prerequisites.
    cwa_install_prereqcheck_2021.10.png
    Prerequisite Document
    Web Server (IIS) must be enabled and/or
    IIS (Web Server) must be enabled and/or
    ASP.NET support for IIS must be enabled.

    Windows Server - IIS Features and Roles
    MySQL Connector/ODBC Check Install ODBC Connectors
    Conflicting Software Conflicting Software
    MySQL Installer Install a MySQL Database
    Database Configuration (Required for fresh installs only) Configuring your Database
  4. When all prerequisites have been met, click Next.
    cwa_install_prereqcheck_success_2021.10.png
  5. The installer allows you to create your database during the install; however, if the database was created while following the Automate Installation Prerequisites, this step is not necessary. Click Next to enter your database access credentials. If you have not yet installed a MySQL compatible database, click on the desired database link for installation instructions before continuing.
    cwa_install_dbserver_2021.10.png
  6. Enter the following credentials associated with the MySQL database that was installed.
    cwa_install_dbconfigsettings_2021.10.png
    1. Leave the Database Server Address field populated with the localhost because the database resides on the Automation Server.
    2. Enter the Admin Username.
    3. Enter the Admin Password.

  7. On the System Configuration screen, the System Password automatically populates. The system password is used to install remote agents. It is recommended that you leave the system password at the default value.
    cwa_install_systemconfig_2021.10.png

  8. Install Ignite™ is selected by default. It is recommended to leave this option selected so all options are installed. Otherwise, only the bare minimum is installed.
  9. Enter an administrator Password to be used to log in to the Automate Control Center. Passwords must be a minimum of eight characters.
  10. Enter an administrator Email Address to be used to receive your MFA login token.
  11. Click Next.
  12. On the Access Configuration screen, the Server FQDN and LTShare Path fields are automatically populated. Enter the FQDN of the Automate server in the Server FQDN field. This address will be the FQDN (URL) that the Automate agents will use to check-in to your server, so be sure that the URL is externally available.
    cwa_install_webservicesconfig_v2021.10.png
  13. By default, the LTShare is installed on the C: drive of the Automate server. If desired, click on the Change button to change the path to a different location.

    Important: During the install, the installer checks LTShare folder permissions for the appropriate user groups and attempts to grant permissions if any are missing. The install fails if the installer cannot grant the necessary permissions. If the install fails, ensure that the IIS AppPool\LabTech, IIS AppPool\LabTech WebCC, IIS AppPool\CwaRestApi, and System user groups have Modifiy, List folder contents, Read & Execute, Read, and Write permissions for the LTShare folder.

    The LTShare is used to store screenshots, tools, uploads, reports, etc. The LTShare utilizes a File Service running as a Windows service alongside the database agent. This service primarily impacts split server environments as each Automate server has its own local LTShare. The File Service activates when a remote agent attempts to download a file from the system by requesting that file from the Web Server. The Web Server first checks its local LTShare directory for the file, and if the file is outdated or does not exist, it communicates with the File Service to get a current copy of the file. The Web Server then streams the content of that file back to the entity requesting the download, while simultaneously saving a copy to the LTShare directory on the Web Server. This local copy can then be used to service future requests for that file that come to that Web Server. The Web Server communicates with the File Service via port 12413 and only inside and below the LTShare may be accessed. Refer to ConnectWise Automate Installation Prerequisites for more information on port requirements.

  14. Click Next.
  15. On the Choose Email Type screen, if you are using Gmail or another SMTP email configuration click Standard SMTP, or if you are using Office 365 click Office 365.
    cwa_install_ChooseEmailType_2021.10.png
  16. Click Next. 
  17. Enter your email credentials. 
    • If you selected Standard SMTP, enter your SMTP mail server settings. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_2021.10.png
    • At this time, if you are an Office 365 user, you must Register the Application before the install can continue. After the steps are complete, enter your Username, Tenant ID, Client ID, and Client Secret. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_Office365_2021.10.png
  18. Click Next.
  19. Click Email Token. An email with your MFA token is sent to the Admin User email address.
  20. Enter the Token, then click Validate Token.
    cwa_install_tokencheck_new_2021.10.png
  21. Click Next.
  22. Ten emergency recovery tokens are generated. These recovery tokens can be used to log in to Automate if the Super Admin cannot access their email. The recovery tokens never expire but can only be used one time each. This is the only time the recovery tokens are displayed, therefore it is essential that you copy and save the recovery tokens.
    cwa_install_recoverycodes_new_2021.10.png
  23. Select the checkbox to verify that you have saved the recovery codes.
  24. Click Next.
  25. Click Install to begin the installation. Otherwise, click Back to review or make any changes. The installation takes a few moments.
    cwa_install_readytoinstall_2021.10.png
  26. Click Finish.
    cwa_install_finish_2021.10.png
  27. Click Close.
    cwa_install_installsuccessful_2021.10.png
  28. Refer to Logging in to the Control Center for instructions on how to log in.

Custom Setup

To install Automate on a split server:

  1. Click Custom > Next. 
  2. Select the features you want to install. If you want to install the Web Server on a separate server, select Entire feature will be unavailable for the Automate Web Server. You must run the installer again on the Web Server when you have completed the Automation Server installation.
    cwa_install_customsetup_automationserver.png
    Note: It is recommended to have both the Control Center and the Remote Agent on the Automation Server. The Control Center is not necessary on the Web Server and is optional.

  3. The installer does a prerequisite check at this time. If the installer does not find any issues, a green checkmark is displayed before each listed prerequisite. If the Automate Installation Prerequisites were not completed prior to installing Automate, they are indicated by a red X (see example below). Click on the Help links in the installer or refer to the table below to review documentation to resolve each issue. Any issues found must be resolved before the install continues. After the issues have been resolved, click Check Prerequisites.
    cwa_install_prereqcheck_2021.10.png

    Prerequisite Document
    Web Server (IIS) must be enabled and/or
    IIS (Web Server) must be enabled and/or
    ASP.NET support for IIS must be enabled.

    Windows Server - IIS Features and Roles
    MySQL Connector/ODBC Check Install ODBC Connectors
    Conflicting Software Conflicting Software
    MySQL Installer Install a MySQL Database
    Database Configuration (for FRESH installs only) Configuring your Database
  4. When all prerequisites have been met, click Next.
  5. The installer allows you to create your database during the install; however, if the database was created while following the ConnectWise Automate Installation Prerequisites, this step is not necessary. Click Next to enter your database access credentials. If you have not installed a MySQL compatible database yet, click on the desired database link for installation instructions before continuing.
    cwa_install_dbserver_2021.10.png
  6. Enter the following credentials associated with the database that was installed.
    cwa_install_dbconfigsettings_2021.10.png
    1. Enter the Database Server Address because Automate is installed on a split-server.
    2. Enter the Admin Username.
    3. Enter the Admin Password.
  7. Click Check to verify the configuration and credentials. Errors indicate that settings need to be changed in the my.ini file. For steps on modifying your my.ini file, refer to Configure your Database. These settings must be updated before you continue. After you have made the changes, click Check to verify. When all errors and warnings have been addressed restart the LabMySQL service and click Check again. Click Next to continue. If you see only warnings, we recommend you review and make the changes before continuing, but it is not required in order to continue.
  8. On the System Configuration screen, the System Password automatically populates. The system password is used to install remote agents. It is recommended that you leave the system password at the default value.
    cwa_install_systemconfig_2021.10.png
  9. Install Ignite™ is selected by default. It is recommended to leave this option selected so all options are installed. Otherwise, only the bare minimum is installed.
  10. Enter an administrator Password to be used to log in to the Automate Control Center. Passwords must be a minimum of eight characters.
  11. Enter an administrator Email Address for receiving your MFA login token.
  12. Click Next.
  13. Enter the FQDN of the Automate server in the Server FQDN field.
    cwa_install_webservicesconfig_v2021.10.png
  14. Leave the Create Network Share (LTShare) option selected. 

    Important: The install fails if the LTShare is not created.

    The LTShare is used to store screenshots, tools, uploads, reports, etc. The LTShare utilizes a File Service running as a Windows service alongside the database agent. This service primarily impacts split server environments as each Automate server has its own local LTShare. The File Service activates when a remote agent attempts to download a file from the system by requesting that file from the Web Server. The Web Server first checks its local LTShare directory for the file, and if the file is outdated or does not exist, it communicates with the File Service to get a current copy of the file. The Web Server then streams the content of that file back to the entity requesting the download, while simultaneously saving a copy to the LTShare directory on the Web Server. This local copy can then be used to service future requests for that file that come to that Web Server. The Web Server communicates with the File Service via port 12413 and only inside and below the LTShare may be accessed. Refer to ConnectWise Automate Installation Prerequisites for more information on port requirements.

  15. By default, the LTShare is installed on the C: drive of the Automate server. If desired, click on the Change button to change the path to a different location.
  16. Click Next.
  17. On the Choose Email Type screen, if you are using Gmail or another SMTP email configuration with Automate click Standard SMTP, or if you are using Office 365 click Office 365.
    cwa_install_ChooseEmailType_2021.10.png
  18. Click Next. 
  19. Enter your email credentials. 
    • If you selected Standard SMTP, enter your SMTP mail server settings. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_2021.10.png
    • At this time, if you are an Office 365 user, you must Register the Application before the install can continue. After the steps are complete, enter your Username, Tenant ID, Client ID, and Client Secret. These settings are required to send the MFA login tokens.
      cwa_install_mailconfig_Office365_2021.10.png
  20. Click Next.
  21. Click Email Token. An email with your MFA token is sent to the Admin User email address.
  22. Enter the Token, then click Validate Token.
    cwa_install_tokencheck_new_2021.10.png
  23. Click Next.
  24. Ten emergency recovery tokens are generated. These recovery tokens can be used to log in to Automate if the Super Admin cannot access their email. The recovery tokens never expire but can only be used one time each. This is the only time the recovery tokens are displayed, therefore it is essential that you copy and save the recovery tokens.
    cwa_install_recoverycodes_new_2021.10.png
  25. Select the checkbox to verify that you saved the recovery codes.
  26. Click Next.
  27. Click Install to begin the installation. Otherwise, click Back to review or make any changes. The installation takes a few moments.
    cwa_install_readytoinstall_2021.10.png
  28. You are prompted to restart the computer. Restart.
  29. If you chose to install the Web Server on a separate server, skip to Install Web Server and complete the steps. If you choose to install the Web Server on the same server, click Finish.
    cwa_install_finish_2021.10.png
  30. Refer to Logging in to the Control Center for instructions on how to log in.

Install Web Server

  1. After restarting, select Web Server when prompted.
    cwa_install_customsetup_webserver.png
  2. Select Entire feature will be unavailable for the Automate Automation Server and then select Will be installed on local hard drive for the Automate Web Server. It is recommended to also install the Remote Agent but the Control Center is optional.
  3. Click Next.
    scn_server2012_labtechinstall_customsetup_webserver_review.png
  4. Enter the following credentials associated with the database that was installed.
    cwa_install_dbconfigsettings_check_2021.10.png
    1. In the Database Server Address field, enter your Automation Server if you installed your database on the Database Server.
    2. Enter the Admin Username.
    3. Enter the Admin Password.
  5. Click Check to verify the configuration and credentials.
  6. Once the credentials have been verified and are successful, click Next.
    cwa_install_dbconfigsettings_2021.10.png
  7. Enter the Server Address of the Automation Server (e.g., where Automate resides) and click Next.
    cwa_install_customsetup_webserver_automationserveraccess.png
  8. Click Install. Installation may take a few minutes.
    cwa_install_readytoinstall_2021.10.png
  9. Click Finish and then Close.
    cwa_install_finish_2021.10.png
  10. Copy the mysqldump.exe file from your Database Server Installation path (default path listed below) and place it in C:\Program Files\Labtech on the Automation Server. 
    • MySQL Default Path: C:\Program Files\MySQL\MySQL Server 5.X\bin\mysqldump.exe
  11.  Refer to Logging in to the Control Center for instructions on how to log in.
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