Trend Micro

Overview and Configuration Guide: Integrating Trend Micro with Gradient

Overview

The Trend Micro integration synchronizes subscriptions from the Licensing Management Platform Integration (LMPI). Services are dynamically generated based on the subscriptions sold in your Trend Micro account.

    Note: The Trend Micro Customer Reports API provides a summary of license usage from the previous month. Changes made during the current month will appear in the next month's report.

    How to Connect with Trend Micro

    To connect and configure the Trend Micro integration, please click to navigate to the following:

    1. API Requirements
    2. Connect to Trend Micro
    3. Map Accounts and Services

    API Requirements

    To connect the Trend Micro integration with Reconcile, you’ll need the following:

    • Access Credentials: To obtain the LMPI Access Token and Secret Key, please contact your Trend Micro Channel Account Manager or Trend Micro Support.
      • Access Token
      • Secret Key
    • API URL: https://cspi.trendmicro.com (Be sure not to add a trailing slash)

    Email Template

    Subject: Request for Trend Micro LMPI Access Token and Secret Key

    Hi,

    Could you please provide the Access Token and Secret Key required to connect to the Trend Micro Licensing Management Platform (LMPI) API?

    Thanks for your help!


    Connect Trend Micro

    1. Login to Gradient.
    2. Navigate to the Integrations tab.
    3. Select the Trend Micro integration and click Connect.
    4. Enter the Access Token and Secret Key retrieved from the previous steps.
    5. Click Authenticate.
    6. Once successfully authenticated, accounts and services will be generated, and the integration will be updated to a pending status. You can click the status refresh button or simply refresh your browser if you are unable to proceed to the next step.


    Map Accounts and Services

    Note: If you need further details on account and service mapping, click here.

    1. Map Accounts and Services

      • When setting up the integration for the first time, accounts are automatically matched if there's an exact match between your vendor and PSA.
      • For accounts not automatically matched:
        • Use the filter button beside the account names on the right, or
        • Use the search bar on the left to find PSA accounts.
      • Drag and drop the PSA accounts from the left to match them with vendor accounts on the right.
    2. Proceed to Service Mapping

      • Once accounts are mapped, click "Next" to access the Service Mapping step.
      • Align services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, search by Product ID.
      • Ensure at least one account and one service mapping is completed to finish the configuration.
      • After mapping the services, click "Next".
    3. Finalize Configuration

      • Review your service configurations and click "Finish" to complete the setup.
      • This will initiate a sync. The "Sync Status" indicator at the top-right will start spinning, showing that a sync is in progress.
      • Once the sync is complete, the "Refresh" button will light up pink, indicating the sync is complete. Click that button to see the vendor usage data populated.
      • Use the filter or sort options to jump to the connected services and start reviewing and approving usage!

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