NOTE: This only applies if you are signing up for a brand new instance of ConnectSecure using the Free Trial Sign Up page found here: https://portal.myconnectsecure.com/sign-up
NOTE: If you are an existing V2/V3 partner, you can refer to the V3 to V4 Migration Informationpage. This will migrate your existing companies and settings to the new V4 version.
ConnectSecure V4 - Free Trial Sign Up
Complete all required fields and tap the submit button to create your free trial. This process should take a few minutes to complete, and you will have access to your ConnectSecure tenant immediately.
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Getting Started Wizard
Upon successful login to your new ConnectSecure V4 portal, you will be presented with the Getting Started Wizard that walks you through the initial, first login, one-time setup.
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PSA = Professional Services Automation Examples: AutoTask, ConnectWise, Halo, Kaseya, ServiceNow, Sherpadesk, SuperOps, and SyncroMSP |
Create Company
Choosing the NON-PSA option means we create the company manually instead of importing the company details from one of the supported PSAs.
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Complete the required fields and any optional fields, then tap Save.
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Discovery Settings & Credentials
Next, you can configure any Discovery Settings or Credentials used for the company during various scanning types. These settings will be applied against agents to convert them into a probe agent. These are optional at this point and not required to continue.
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If you are not planning to use a probe, tap the Next button at the bottom of the screen to continue.
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Deploy Agent
Here, we will prepare to install and deploy the ConnectSecure V4 Agent using our prebuilt PowerShell script for Windows or Terminal command for MacOS.
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Tap the Next button to see the Agent Details.
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Agent Details
Your newly installed V4 agent is listed under Probe Agents or LightWeight Agents, depending on if you mapped the required Discovery Settings & Credentials to convert to a probe.
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