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Technical Support

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How to deploy agents directly from the web portal of Systems Management 

Information applies to:

Products
Systems Management

Introduction

This article will explain how to deploy agents to Windows and OS X devices in your network that do not currently have an agent on. Web portal LAN deploy uses agents on a local LAN but does not need to initiate the deployment from the Agent browser, instead the deployment is initiated from the web portal.

This is just one method of deployment of the agent. You can still install the agent on many devices by using group policy in a windows domain, and for all other methods, there is email a link and download agent options in the web portal.

Pre-requisites

  • Deployment of a Windows agent must be initiated from a device with an existing Windows agent on already.
  • Likewise, the OS X agent can only be deployed from an existing OS X device with an agent installed.
  • Deployment to Windows devices must conform to the list of pre-requisites.
  • The device to be used for deployment must be online and selected as a network node with network scanning, and have completed a full audit in order to populate the discovered devices list.
Cache Logon Credentials

To be able to deploy an agent across a LAN, you'll need to have a username and password for the device or devices you're going to deploy onto. It is possible to cache these credentials in the web portal so that you do not have to enter them each time for each device. You can enter these on a per account basis or on a per site basis. Any details entered at the site level will be used in addition to those specified at the account level when deploying from a site, unless you turn this option off.

To cache credentials on an account basis:

  1. Login to the web portal.
  2. Click on Setup.
  3. Click on Account Settings.
  4. Scroll down to Agent Deployment Credentials and click on Edit on the right hand side.
  5. Enter the domain (if in use) then the username in the first field in the format 'domain\username' and then enter the password.
  6. To add additional usernames and passwords click on the green '+' sign.
  7. Repeat until finished, and then click on save changes.
To cache credentials on a profile basis:

  1. Login to the web portal.
  2. Click on the site you wish to cache credentials for.
  3. Click on Settings.
  4. Scroll down to Agent Deployment Credentials and click on Edit on the right hand side.
  5. Enter the domain (if in use) then the username in the first field in the format 'domain\username' and then enter the password.
  6. To add additional usernames and passwords click on the green '+' sign.
  7. Repeat until finished, and then click on save changes.
  8. If required you can turn this off to force the deployment to only use profile cached credentials by turning the option Use System level Agent Deployment credentials to OFF.

Deploying an agent to a device

  • Windows:

    1. Login to the web portal.
    2. Go to the site of the Windows device you wish to deploy from.
    3. Click on Manage, and then ensure the network management radio button is selected (this should be the default option).
    4. Press the arrow down on the discovered devices.
    5. Click on the Select columns button on the right hand side of the screen (next to where it says Total Devices) and enable the column Last Seen By. Doing this will ensure you are deploying from a windows device and thus the deployment will succeed.
    6. Locate the devices you wish to deploy to and place a tick next to it, ensuring that the device that it was discovered by is a Windows device. To help you with this you can sort the list by selecting the Windows devices radio button. When you are done, click on the green arrowed icon in the actions bar labelled Manage Device. You will then be presented with 4 options: Windows, OS X, Network and printer. In this example we will need to choose the Windows option.
    7. You will now be presented with two options. The first is Admin Logon Credentials. When selecting this option, you must enter the relevant username and password for the devices you wish to deploy to. The second is to Use System/Profile Agent Deployment Credentials. These are cached so you don't have to place these in manually every time.
    8. Click on Deploy. This will then queue the devices to install the agent. You can see the progress by clicking on the hostname that is hyperlinked at the bottom of the window presented when you clicked Deploy.
  • OS X

    1. Login to the web portal
    2. Go to the site of the OS X device you wish to deploy from.
    3. Click on Manage, and then ensure the network management radio button is selected (this should be the default option).
    4. Press the arrow down on the discovered devices.
    5. Click on the select columns button on the right hand side of the screen (next to where it says Total Devices) and enable the column Last Seen By. Doing this will ensure you are deploying from an OS X device and thus the deployment will succeed.
    6. Locate the devices you wish to deploy to and place a tick next to it, ensuring that the device that it was discovered by is an OS X device. When you are done, click on the green arrowed icon in the actions bar labelled Manage Device. You will then be presented with 4 options: Windows, OS X, Network and printer. In this example we will need to choose the OS X option.
    7. You will now be presented with two options. The first is Admin Logon Credentials. When selecting this option, you must enter the relevant username and password for the devices you wish to deploy to. The second is to Use System/Profile Agent Deployment Credentials. These are cached so you don't have to place these in manually every time.
    8. Click on Deploy. This will then queue the devices to install the agent. You can see the progress by clicking on the hostname that is hyperlinked at the bottom of the window presented when you clicked Deploy.
Help nº- 20160913 300162 EN

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