Creating a Universal Package Using the Cloud Services Website

Applies To: Windows and Macintosh

From the Cloud Services website, you can create a universal package to add new client and proxy computers to your CommCell environment. The universal package contains the File System Agent, which establishes connections between the client computer and the CommServe database.

Before You Begin

Obtain a user account for the Cloud Services website. For more information, see Getting Access to the Cloud Services Website.

Procedure

Log on to the Cloud Services website and open the Custom Install Package Creation form on the Forms page.

For instructions on obtaining a user account for the Cloud Services site, see Getting Access to the Cloud Services Website.
On the CS Information page, do either of the following:
- In the Select a previously used CS Client Name box, select the name of the CommServe computer that you used earlier from the list to create the universal package.
- In the Or enter a new CS Client Name box, enter the name of the CommServe computer. The name that you enter is case-sensitive and must match the CommServe name in the CommCell Console.
Click Next.
On the form, fill in the following information:
- In the CS Client Name (case sensitive) box, verify that you have the same name that you entered in the Or enter a new CS Client Name box.
- In the CS Hostname box, enter the host name of the CommServe. You can also use an IP address instead of the host name.
- Optional: The proxy computer communicates with laptops that are outside the network. If you are using a proxy, select the Use Proxy check box to create a proxy package.
- In the Service Pack box, select the service pack version that you will use to create the package.
- Choose one of the following End-User Interaction options:
  - Do not require any end user interaction: Select this option if you want the end-users to install the package directly without the necessity of selecting more options. You can also select this option if you want to install the package using a third-party software.
  - Require end users to enter their credentials during installation: Select this optionif you want to display the user authentication prompt during the package installation. If you plan to configure clients to register with the CommServe computer automatically, do not select this check box because you will need to specify the user authentication credentials later in the package creation.
  - Do not require any end user interaction and follow multiple CommCell routing rules: Select this option if you have more than one CommServe computer running in your CommCell environment and you want to configure clients to register with their respective CommServe computer automatically without the necessity of selecting more options.
- Choose one of the following Create Package for options:
  - Desktop/Laptop
  - Server Seed (Add File System Advanced via Console for full functionality)
Click Next.
Optional: If you selected the Use Proxy check box, fill in the following information:
- In the Proxy Client Name (case sensitive) box, enter the name of the proxy computer. The name that you enter must match with the name of the proxy computer in the CommServe.
- In the Proxy Hostname box, enter the host name of the proxy computer. You can also use an IP address instead of the host name.
- In the Port Number box, enter the port number. This port will be used for incoming connections to the proxy computer, when a firewall is configured.
- In the HTTP Proxy Hostname (if required) box, enter the host name of the HTTP proxy server.
- In the HTTP Proxy Port box, type the port to be used by the HTTP proxy server. By default, the port is 443.
Optional: If you selected the Do not require any end user interaction check box, fill in the following information:
- In the Username box, enter the user name that the end-user must provide during the silent installation of the package.
- In the Password box, enter the password that the end-user must provide during the silent installation of the package.
Note: Skip this step if user authentication is not enabled on the CommServe computer for installing agents. For more information, see Enabling User Authentication for Installing Agents on the CommCell.
On the summary page, click Edit Advanced Options, and then click OK.
On the Advanced Options page, fill in the following information:
1. In the Client Group box, enter the name of the client group under which the client must be added.
2. In the Windows Subclient Policy box, you can use the default or assign a new subclient policy.
3. In the Mac Subclient Policy box, you can use the default or assign a new subclient policy.
4. Optional: Select the Allow users to enter an install directory check box, so that the end-users can create an install directory except for the silent installs. This option is applicable only for Windows laptops.
5. Make sure that you do not select the Do not create laptop shortcuts or apps check box.
6. Optional: To install the Commvault VPN Access software on a Windows x64 client, select the Include VPN Client check box. The software enables the client to use the Commvault firewall framework to establish a VPN tunnel.
7. Clear the Configure Laptop Client check box, and then click Next.
8. Click OK on the summary screen after verifying the information.
9. Click OK to create the packages.
Verify the confirmation email.

You will receive an email confirming the package creation request. Subsequently, you will receive another email with links to the following downloadable packages:
- 32 bit proxy (if the Use Proxy option was selected)
- 64 bit proxy (if the Use Proxy option was selected)
- 32 bit Windows
- 64 bit Windows
- macOS Dmg
- macOS Pkg
- Notes:
  - The proxy package consists of the File System Core package which can be installed interactively. However, you cannot perform a silent install of the proxy package.
  - You can perform a silent install of the macOS Pkg package. However, the macOS Dmg package supports only interactive installations. If your Macintosh laptop uses a proxy computer, then the proxy package is Windows-based.
Using the link provided, download the packages.

What to Do Next

Install the universal package on computers that you want to protect. For more information, see Installing Commvault on All Computers Across Your Organization.