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Workstation Installation

The Big Idea: We want it to be easy for you to download our products into your system. This page is your central source for steps to install ConnectWise PSA™ or Automate into your workstation, as well as add-ins for PSA. The add-ins are optional and not required for your system. You can find the relevant files to download below.

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1

Logging in to PSA Browser Version

  • Open your favorite web browser.
  • Input the "Site" from your PSA login information in the browser's address bar.
  • Log in as normal.
1a

Install the ConnectWise PSA Internet Client (Optional) For Windows OS Only

  • Click Download below. The file might download to your computer's Downloads folder depending on your browser settings.
  • Locate the downloaded file called ConnectWise-Internet-Client.msi.
  • Double-click on the ConnectWise-Internet-Client.msi file to start the installation process.
Download Now

Important: For Mac Users

  • There is only a Browser version of ConnectWise PSA for Mac. It has the same functionality as the Client version.
  • Alternatively, you can install and run the Client version on a Mac via Boot Camp or virtual machine (e.g. Parallels).
  • Once your database is set up, you can access the Browser version via Safari.

Note: Review the PSA Feature Comparison Table to see functionality of the Internet Client vs the browser version.

Note: ConnectWise PSA is not supported on a Terminal Server for both Cloud and On-Premises Partners.

2

Install the ConnectWise PSA Outlook Add-in

ConnectWise PSA can capture Outlook email as Tickets or Sales Activities.

This download is only for a 64-bit machine and ConnectWise PSA 2017.2 and higher.

  • Uninstall previous versions of the ConnectWise PSA Outlook Add-in and close Outlook prior to installation.
  • Click the Download button. The file might download to your computer's Downloads folder depending on your browser settings.
  • Locate the downloaded file called ConnectWiseManageOutlookAddinSetup.exe.
  • Double-click on the file to start the installation process.
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Note: To determine your current ConnectWise PSA version, open the application and the version will display at the very top left corner of the application window.

Optional

Install the ConnectWise PSA Mobile App

The ConnectWise PSA Mobile add-on gives you the power of ConnectWise PSA anytime, anywhere so you can have instant access to contacts, tickets, and configurations.

Prerequisites

  • Check out the Supported Versions page for accepted phones and operating systems.
  • You must perform the following steps in ConnectWise PSA before you download the mobile app:
    • Navigate to System > Members > drill into a Member.
    • Select the Enable Mobile Edition checkbox from the Member Information section.
    • Repeat the steps above for each Member that will be using the mobile app.
Adding the ConnectWise PSA Mobile App
  • On your phone, navigate to the Google Play Store.
  • Search for ConnectWise PSA Mobile, then click Install.
  • Tap the ConnectWise PSA Mobile icon after it has installed and complete the following fields:
    • Site - This is your company-established ConnectWise PSA site name.

      Note: Do not use "http://" or "https://" when entering your site.

    • Company - This is your company name.
    • Member - Your member ID.
    • Password - Application password.
    • Tap Login.
Adding the ConnectWise PSA Mobile App
  • On your phone, navigate to the App Store.
  • Search for ConnectWise PSA Mobile, then click Get.
  • Tap the ConnectWise PSA Mobile icon after it has installed and complete the following fields:
    • Site - This is your company-established ConnectWise PSA site name.

      Note: Do not use "http://" or "https://" when entering your site.

    • Company - This is your company name.
    • Member - Your member ID.
    • Password - Application password.
    • Tap Login.
Adding the ConnectWise PSA Mobile App
  • On your phone, navigate to the Microsoft Store.
  • Search for ConnectWise PSA Mobile, then click Install.
  • Tap the ConnectWise PSA Mobile icon after it has installed and complete the following fields:
    • Site - This is your company-established ConnectWise PSA site name.

      Note: Do not use "http://" or "https://" when entering your site.

    • Company - This is your company name.
    • Member - Your member ID.
    • Password - Application password.
    • Tap Login.

Overview

This page walks you through the process of downloading and installing the Control Center. The Control Center installation file can be downloaded from the Web Control Center.

The Control Center requires .NET 4.5.2. It is installed automatically if it is missing. However, if you are installing a remote Control Center (not on the ConnectWise Automate® server) on Windows® 2008 r2, 2012 or 2012 r2, .NET 3.5 SP1 does not get installed automatically, it must be installed manually.

The Control Center installer file can also be found in the LTShare\WksInstall directory of the Automate server.

Installing the Control Center on a Workstation

To install the Control Center, follow these steps:

1

Navigate to https://yourdomain.com/automate in a supported browser (e.g., https://123.45.67.89/automate). Refer to Logging in to the Web Control Center for more information.

control-center-web-portal
2

Enter your Username. This is the same username that is used to log in to the standard Control Center.

3

Press [ENTER] or click NEXT.

4

Enter the Password associated with the user account.

5

Click LOGIN. A verification token is sent to the email address associated with your user account. The token expires after five minutes.

6

Enter the verification token.

Automate Log In screen
7

The Web Control Center is displayed.

control-center-web-portal
8

Select System > Installers > Automate Control Center. Click Download when the message appears that describes the functionality of the Control Center.

Note: Depending on the browser you are using, the download package is downloaded to your Downloads folder or you are prompted to Run or Save. Save the file.

9

Navigate to the Control Center Installer.exe, right-click and select Run as Administrator. If a notification displays, click Yes to allow the installation to make changes to the workstation.

10

Read the licensing agreement and if you agree, select the I agree to the license terms and conditions checkbox.

scn_controlcenter_installer_license_v12.png
11

Click Options if you wish to modify the default installation location.

12

Enter the new installation location directory or click Browse to select a location. The default location is %windir%\Program Files (x86)\LabTechClient. Click OK to proceed with the installation.

control-center-setup-option
13

Click Install to begin the installation. The installer starts to download the required files for installation. This may take a few minutes. After the installation has completed, the Login screen displays.

web-server-control-center-login-screen
14

Enter your Username and Password. If this is the first time accessing the Control Center, the default username and password is Admin. If you want to remember the password so you do not have to enter it again, select the Remember Password checkbox.

Important: Upon logging in for the first time, you are prompted to change the default password. This change is required. If the password needs to be changed in the future, from the Control Center, in the User Profile drop-down, select Change Password and follow the prompts.

15

Enter the FQDN or IP address of your Automate server in the Web Server URL field. If you are logging in to the Control Center and you are not on the same private network as the Automate server, use HTTP or HTTPS as the preferred method of connection to improve performance. Please note that by using HTTP or HTTPS, any functions that are required to be done on the server will not work.

Note: By giving Automate Control Center technicians (users) the Allow HTTP Tunnel you can use HTTP://FQDN or HTTPS://FQDN to log in to the Control Center from a remote workstation console without requiring a VPN tunnel, L: drive mapping and MySQL ODBC mappings.

16

Click on Advanced to access the advanced options.

16a

Select the Slow Network Link checkbox if you are connecting from a slow link (less than 10baseT). This limits the data loaded from the database. Enabling this triggers the Control Center to skip loading network intensive information upon opening. The data is only loaded upon request. This is very useful when using the Control Center through a remote access tool or a low bandwidth wireless connection.

16b

Select the appropriate language from the Language Pack drop-down to localize the Control Center to a specific language. The default language is set to English and is the only language available until other language packs have been created. Refer to Creating Language Packs for more information.

17

Click Login. A verification token is sent to the email address associated with your user account. The token expires after five minutes.

Note: If you have UAC turned on and are running Windows 10, you are prompted to run the Control Center as Admin.

18

Enter the verification token.

Control-center-login-enter-token-screen
19

Welcome to the Control Center!

Note: The user's defined view and option settings are maintained when accessing the Control Center from different computers.