ConnectWise Automate upkeep: monitor tuning, script hygiene and server security
Keeping an Automate environment in good order, from ConnectWise's own guidance: matching internal monitors to the data agents actually send, duplicate alert frequency, remote monitor intervals and failure counts, changing stock monitors and scripts safely, finding what triggers a script, periodic clean-ups of users, monitors and scripts, and acting on ConnectWise security bulletins for on-premises Automate servers, including what to watch on the server itself.
- Level
- Intermediate
- Length
- About 45 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 2 Oct 2026
- ConnectWise Automate
Skills you'll practise
- Set an internal monitor's frequency to match the agent data it reads
- Explain duplicate alert frequency and the red and green states
- Configure remote monitors with sensible intervals and failure counts without editing alert subjects
- Change stock monitors and scripts through copies, with logging, notes and references
- Plan a periodic Automate clean-up of users, permissions, monitors and scripts
- Act on an Automate security bulletin for an on-premises server, including post-update steps
Course outline
- 1.ConnectWise Automate upkeep: monitors, scripts and security bulletinsVideo · 2 min
- 2.Monitors that tell you something newLesson · 15 min
- 3.Script hygiene and periodic clean-upsLesson · 14 min
- 4.Security bulletins and watching the serverLesson · 16 min
- 5.ConnectWise Automate upkeep: monitor tuning, script hygiene and server security: knowledge checkKnowledge check · 16 questions
- 6.Final exam10 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- ConnectWise blog: ConnectWise Automate monitoring 101, internal monitors
- ConnectWise blog: ConnectWise Automate monitoring 101, remote monitors
- ConnectWise blog: ConnectWise Automate, ten tips on how to better utilize this solution (scripting)
- ConnectWise blog: Tune up ConnectWise Automate (performance, users, scripts and monitors review)
- ConnectWise blog: Monitor for threats in ConnectWise Automate on-prem
- ConnectWise Trust Center: ConnectWise Automate 2026.5 security update bulletin
- ConnectWise Trust Center: ConnectWise Automate 2026.4 security fix bulletin
- ConnectWise Trust Center: ConnectWise Automate 2024.3 security fix bulletin
- ConnectWise Trust Center: ConnectWise Automate API vulnerability update (June 2020)
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