Connectwise Automate - Setup & Deployment
Table of Contents
With these instructions, you can set up your CW Automate server to easily deploy and license your client machines with the AutoElevate agents. The Installation script will deploy the agent on the client machine into the LTSvc -> packages -> AutoElevate folder, silently install the MSI, and start the AutoElevateAgent service without interaction from the user.
As per other deployments done with CW Automate, for initial installation to be successful you must have valid credentials configured within CW Automate in the Company or Location deployment settings. Once the AutoElevate agents are deployed, you can elevate the standard user’s credentials to admin privileges on the fly with the simple tap of a button and without requiring you to remote into the end user’s machines to enter additional password credentials.
Please use the following instructions to set up AutoElevate deployment using CW Automate.
ConnectWise Automate (Labtech) Setup Files
Downloading and installing ConnectWise Automate (Labtech) Setup Files
AutoElevate INSTALL.xml - this script downloads the MSI and sets the company name, location, and license key as variables Before running the script, save your AE license key in the company/info tab in Automate. This script initiates a silent installation of the Agent in Audit mode.
AutoElevate LIVE MODE INSTALL-v13.xml - this script downloads the MSI and sets the company name, location, and license key as variables. Prior to running the script, save your AE license key in the company/info tab in Automate. This script initiates a silent installation of the Agent in Live mode.
Download AutoElevate LIVE MODE INSTALL - v13.xml Here
If an uninstall of the agent is necessary we recommend uninstalling by deleting the computer from the AutoElevate Admin Portal (https://msp.autoelevate.com ). This will remove the computer from the Admin Portal and will also initiate an uninstall of the AE Agent. To delete the computer, go to the Computers screen in the AE Admin Portal and then select the computer(s) click the Actions menu, and Delete.
If an installation of an agent has taken place but has not shown up in the Admin Portal, make sure you are looking at current data by clicking the refresh data button at the top right corner of the computer screen. If you have confirmed that AutoElevate is installed on the target machine you can use the AutoElevate Uninstall-v12.xml script to initiate uninstall from Automate.
Download AutoElevate UNINSTALL-v12.xml Here
Best Practice: Uninstall via Portal and not Scripted.
Since AutoElevate agents are updated continually, We DO NOT RECOMMEND UNINSTALLATION VIA SCRIPT IF THE AGENT IS BEING REPORTED IN THE AutoElevate ADMIN PORTAL. To initiate an uninstall AutoElevate recommends using the AutoElevate admin portal as described above.
The attached scripts were generated on version 12 of ConnectWise Automate but have been confirmed to work in version v11 as well.
ConnectWise Version 11 Known Issue
An issue was reported when importing the scripts into v11. The import fails part way through due to the system not having the cache updated or refreshed. If this occurs, delete the script from your system, reload the cache and navigation tree in the Labtech Control Center, and re-import the script. It should succeed once the cache has been reloaded, and it then can see that the EDTs (extra data fields) are there. If there are any additional issues, please open a ticket by clicking the Contact Us link in the upper right of this page.
Automate Control Center
From the Automate Control Center, do the following:
- Import the AutoElevate INSTALL.xml file by going to System->General->XML Expansion and then selecting the file from where you downloaded it on your machine.
- Import the AutoElevate UNINSTALL.xml file by going to System->General->XML Expansion and selecting the file from where you downloaded it on your machine.
- Locate the AutoElevate INSTALL and AutoElevate UNINSTALL scripts in the Scripts folder in your Automate Control Center and double-click to open and modify.
- Locate each line that starts with Create New Ticket and decide whether you would like a ticket created as part of the installation for the given conditions. If you would like to customize your preferences in the script to control ticketing by setting lines that create tickets to the ticket creation and/or to customize ticket contents, double-click on the script line to open and modify.
- Customize the text to adjust the Subject and Body of the created tickets and change the setting from Function Disabled to Windows OS
License Each Client
For each client you wish to deploy Agents on, you will need to add your license key to the Company Info tab by clicking Browse, locate the desired Company in your Client list, and double-click on the Company.
The license key is supplied to you upon purchase of the AutoElevate system. If you run the Install script on a client machine without a valid license key listed in the Company Info screen, the agent service will not start properly and will not successfully communicate to the AutoElevate notification server. This can be remedied by entering a valid license key and re-running the installation scripts.
- Enter your license key on the Company->Info->AutoElevate tab and save.
- On this same screen you can enter 2 initials that represent the client in the AE Company Short Initials. If supplied, these initials will override the default initials that the system generates and will show up in the mobile app as a quick reference for the technician if no other default graphic is available.
Run Installation Script
You are now ready to deploy the AutoElevate installation script and verify that everything is installed and working as anticipated.
- To initiate installation run the AutoElevate INSTALL script on client machines at the desired Companies, Locations, or Individual machines where you have installed your license key.
- Once the agent installation is complete, the client machine will have a new auto-start service named AutoElevateAgent which will also start the AEAlert and AEUACAgent processes. These services will automatically communicate and register with your AutoElevate server and Mobile Notification Apps. You can now log in to the AutoElevate Admin portal to configure and control the agent behavior and features.
- The agents are automatically installed in Audit mode so that information regarding the workstation’s UAC security settings and user behavior can be monitored without changing the user experience. To start managing the user’s UAC experience and to enable notifications to your technical staff you will need to login to your Admin portal and enable your agents to run in Live mode. For the next steps, please review the Admin Portal guide Quickstart.
Adjust Labtech Policies for Processes and Services
Next, you should whitelist the AutoElevate processes. Depending on your deployment phase, you may also want to Blacklist the AutoElevate service so as not to be alerted or have tickets opened due to the service being stopped. This will only need to be done once for all agents on your Labtech server.
- Double-click on one of the client machines that an AutoElevate Agent has been installed on, then right-click on the Windows Symbol at the top of the agent window. From the list, select Processes.
- Scroll down through the list of processes and look for the AutoElevateAgent, AEAlert, and AEUACAgent processes. Right-click on each process and select Classify as Good Program for each process.
If you don’t want CW Automate to monitor, alert, or respond to the AutoElevateAgent service’s running state, you will need to Blacklist the service. This may be a desirable option during a deployment trial or testing phase. To turn off Labtech monitoring of the service, do the following:
- Double-click on one of the client machines that an AutoElevate Agent has been installed on, then right-click on the Windows Symbol at the top of the agent window. From the list, select Services.
- Scroll down through the list of services and look for the AutoElevateAgent, AEAlert, and AEUACAgent processes. Right-click and select Blacklist for each process. You now should see the symbol to the right of the service indicating that the service has been Blacklisted.
To uninstall from within CW Automate, run the AutoElevate UNINSTALL script, which will silently stop the AutoElevateAgent service and stop other AE processes, silently uninstall, remove the AutoElevate folder from .\LTSvc\packages directory, and the license key from the registry. You should only use the process if the agent has not actively checked into AutoElevate.
If an uninstall of the agent is necessary, we recommend uninstalling by deleting the computer from the AutoElevate Admin Portal (https://msp.autoelevate.com ). This will remove the computer from the Admin Portal and initiate an uninstall of the AE Agent. To delete the computer, go to the Computers screen in the AE Admin Portal and then select the computer(s) click the Actions menu, and Delete.