Clients and Agents Tab (Agent View)

The documentation project is a set of posts designed to describe in great detail how the plugin operates and how you can manage the plugin inside ConnectWise Automate.
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Cubert
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Clients and Agents Tab (Agent View)

Post by Cubert »

This page is in Beta and is subject to change

Here is what you want to see
When you select a client from the client list the first thing you will want to view is the overall patch status of your agent. This is the quickest way to see how well your patching services are doing.

AgentsUptoDateCounter.PNG
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Clients and Agents Tab (Agent View)
The agent view is much like the client view but focuses on just the agent selected. Each agent can have different settings from the client. In this view you will see a chart of available updates by category and a list of all patches and hotfixes the agent is reporting.


clients-agents-tab-agent.PNG
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Disable Services Control
This control manages the automation services that both Patch Remedy and Windows provides. (this is incomplete at this time, new additions are coming).


disable-services-agent-control.PNG
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  • Patch Remedy Scan
This is Patch Remedy (PR) automated patch scanning service control for this agent. This is completely passive and does not install or change anything on the agent.
  • (PR) Auto Update
This is Patch Remedy (PR) automated patching update service control for this agent
  • (PR) OS Upgrade
This is Patch Remedy (PR) automated OS Upgrade service control for this agent
  • Defer Updates
This control adds the necessary Reg Keys to tell Microsoft to defer updates and upgrades.
  • Disable Windows Automatic Update
This control is missing from image but provides the ability to disable the Windows services that manage Windows Updates.


Available Patch List
Each agent scanned will have an "Available Patches" list displayed for the agent.

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Agent View Button Controls
When you select an agent these buttons will change to focus on the selected agent.

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  • Scan Agent
Force a Patch Remedy scan of the agent
  • Update Agent
Force an update of patches for agent
  • Upgrade Agent
Force the OS upgrade of an agent
  • Set OS Upgrade Policy
Sets the OS Upgrade policy for an agent
  • Install KB From List
Select a KB from the available patches and install that one patch now.
  • Schedule Updates
Schedule the weekly or monthly patch schedule for the agent
  • Print Report
Prints an agent report to the default printer.

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