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      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). 

        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 configure and connect the Trend Micro integration, please select from 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 name 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.
          • Match services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, you can also 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 mappings and click "Finish" to complete the setup.
          • This will start 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 data filled out.
          • Use the filter or sort options to jump to the connected services and start reviewing and reconciling!

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