Review Workstation Requirements

Ensure your system is compliant with the ConnectWise Manage Requirements. For more information, refer to ConnectWise.com/Requirements.

Review Microsoft .NET Framework

Ensure that you have .NET Framework 3.5, .NET FrameWork 4.0, .NET Framework 4.5, .NET FrameWork 4.5.2, .NET Framework 4.6.1, .NET Framework 4.7.2, and .NET FrameWork 4.8. Download the latest version here.

Configure Regional and Language Options

This section is only applicable to international partners or partners with client installations that are not in the same time zone as their ConnectWise Manage Server.

Note: European number formats (currency symbol and separator) will only be supported for the United Kingdom, Sweden, Belgium, Luxembourg, Netherlands, Germany and Ireland.
Important: SQL requires time stamps to include the global AM/PM format. If you live in New Zealand or another country where the time in your task bar appears as a.m/p.m., you will have to update your regional time settings to use AM/PM.
  • Navigate to Start > Control Panel > Region and Language.
  • Select the applicable country from the Format drop-down.
  • Click on Additional Settings or Customize, depending on your operating system.
  • Drill into the Time tab.
  • In the field for AM symbol, select AM. Repeat for PM.
  • Drill into the Date tab and set the Short date to have four characters in the year (yyyy).
  • Click OK to confirm the Time and Date Settings.
  • Drill into the Administrative tab.
  • Click the Change system locale option, then update the locale accordingly.
  • Click OK on the Region and Language pop up window.

Install the ConnectWise Manage Internet Client

Note: ConnectWise Manage is optimized to run in the browser. The Internet Client is only required for the TAPI and QuickBooks desktop integrations. For more information about the browser version, refer to the ConnectWise Manage Browser Version Checklist.

Configure Antivirus Exclusions

The following folders and sub-folders should be excluded in your antivirus software.

  • C:\Users\[YourUserName]\AppData\Roaming\connectwise
  • C:\Program Files\ConnectWise
  • C:\Program Files (x86)\ConnectWise
Note: This folder may be hidden by default. To display it, navigate to My Computer > Organize > Folder and Search Options > View tab > Hidden files and folders. Select to Show hidden files, folders and drives and then click OK.

Clear Cache

If you experience errors while using ConnectWise Manage, it is suggested that you delete the following folder as part of the clear cache process. Replace [username] with your name:

C:\users\[username]\appdata\roaming\connectwise\cache

Note: This folder may be hidden by default. To display it, navigate to My Computer > Organize > Folder and Search Options > View tab > Hidden files and folders. Select to Show hidden files, folders and drives and then click OK.

Display Settings

  • Navigate to Start > Control Panel.
  • Search for Display in the Search Control Panel field.
  • Select the main Display option.
  • In the Make it easier to read what's on your screen section, select the Smaller - 100% (default) option.
  • Click Apply.

Enable ClearType Text

  1. Navigate to Start > Control Panel.
  2. Search for Display in the Search Control Panel field.
  3. Select the main Display option.
  4. Select Adjust ClearType text from the menu on the left.
  5. Enable the Turn on ClearType option, then click Next.
  6. Complete the tuning options.
  7. Click Finish.

Troubleshooting

Internet Client not working as expected? Check out the Internet Client Troubleshooting documentation for additional steps.