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 Commvault Cloud website.

• If you plan to change the branding settings in the installation package, create a cvoem.zip file (for windows) or a cvoem.tar file (for Macintosh) that contains customized branding files for your company. For more information, see the following links:

  • Creating Branding Files for Windows Custom Installation Package

  • Creating Branding Files for Macintosh Custom Installation Package

Procedure

1. Access the Custom Install Package Creation form on the Cloud Services website using one of the following methods:

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

   • If you installed the Commvault Edge Server Package on your computer, from the Getting Started pane in the CommCell Console, click Generate Package.

2. On the first page, click OK.

3. On the Forms > Enter Profile Info page:

   • To create a new profile:

     1. Click Create New Profile, and then click Next.

     2. On the Forms > New Profile Name page, in the New Profile Name box, enter a new profile name, and then click Next.

     3. On the Forms > Custom Install Package - Select Feature Release page, in the Feature Release box, select the feature release version that you will use to create the package, and then click Next.

   • To choose an existing profile:

     1. Click the profile name, and then click Next.

     2. On the Forms > Details from your profile page, review your profile details, and click Next.

     3. Optional: To change the feature release version, click Edit Release, modify the feature release, and then click Next.

     4. On the updated Forms > Details from your profile page, to create a custom package form, click Submit, and then go to step 12. Alternatively, to review or create a new custom package, click Review, and go to step 4.

4. On the Forms > Custom Install Package - CommServe Client page, in the Select a CommServe Client box, do either of the following:

   • Select the name of the CommServe computer that you used earlier, from the list, to create the package, and then click Next.

   • To add a new CommServe client:

     1. Select [Enter a new CS Client Name], and then click Next.

     2. On the Forms > Custom Install Package - CommServe Client page, in the Enter a new CommServe Client Name box, enter a client name, and then click Next.

5. On the Forms > Custom Install Package - Configure Options page, fill in the following information, and then click Next:

   • In the CommServe Client Name box, verify that you have the same client name that you had entered in the Enter a new CS Client Name box.

   • In the CommServe Hostname box, enter the host name of the CommServe. You can also use an IP address instead of the host name.

   • Under Choose Proxy, select one of the following options (the proxy computer communicates with laptops that are outside the network):

     • If you are using a proxy, then select the Use Proxy check box to create a proxy package.

     • If you require one-way firewall connection to the CommServe, then select the Roaming clients check box.

     • If you are not using a proxy, then select None.

   • Under End-User Interaction, select one of the following options:

     • Do not require any end-user interaction: Enables users to install the package without prompting the user to select additional options.

     • Require end-users to enter their credentials during installation: Displays the user authentication prompt at the end of the package installation. This package will automatically register with the CommServe when you pass the authentication code in the command line.

   • Under Create Package for, select one of the following options:

     • Desktop/Laptop: Creates a backup installation package or an end-user custom package.

     • Server Seed (Add File System Advanced via Console for full functionality)

   • Under Select Platform(s), select one or more platforms:

     • Windows 64 bit

     • Windows 32 bit

     • Mac-OS

6. Optional: To change the branding settings in the installation package, in the Windows Branding Images or MacOS Branding Images boxes, click Select Files, and then upload the cvoem.zip file (for Microsoft Windows) or cvoem.tar file (for Macintosh) that contains the customized branding files.

   If you do not have any branding images, click Skip.

   Note

   If you are using an existing profile, you must upload the branding files again.

7. Optional: If you selected the Roaming clients check box, in the Roaming port box, type the port that the client will use to communicate to the CommServe.

8. Optional: If you selected the Use Proxy check box, on the Forms > Custom Install Package - Enter Proxy Information fill in the following information:

   1. 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.

   2. 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.

   3. In the Proxy Port box, enter the port number. This port will be used for incoming connections to the proxy computer, when a firewall is configured.

   4. Click Next.

   5. In the Proxy Confirmation box, review the proxy information.

   6. Optional: To add another proxy, click Add Another.

   7. Optional: To modify the existing proxy information, click Clear, and then reenter the proxy client, hostname, and port information, and then click Next.

   8. When you are finished adding the proxy information, click Next.

   9. On the Forms > Custom Install Package - Choose HTTP Proxy page, under Choose HTTP Proxy, choose one of the following options:

      • Automatically detect and use HTTP Proxy

      • I will enter it manually

      • I don't use an HTTP Proxy

   10. Click Next.

   11. If you selected the I will enter it manually option, complete the following information:

       • In the HTTP Proxy Hostname 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.

       • Click Next.

9. Optional: If you selected the Do not require any end user interaction check box, choose one of the following authentication method, and then click Next.

   • To distribute the package with a user name and password, click I have a username/password. Choose this option when you have configured companies outside the MSP framework.

     • 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

       The administrator can prevent a user from becoming a Laptop Owner using the Laptop Admin Group feature.

     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.

   • To distribute the package with an authentication code, click I have an authentication code.

     • In the Enter an Authorization Code box, type the authorization code that you received in the email.

   • To provide the authentication method using the Edge Monitor tool or the command line interface, click I will enter authentication information later.

10. On the summary page, do either of the following:

    • Optional: Click Edit Advanced Options.

      1. In the Client Group box, click , and 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. If you want to install the package using a pre-defined plan, in the Subclient Plan to use box, type the plan name to which you want to assign the laptop client.

      5. 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.

      6. 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. Select Include Storage Accelerator to use the storage accelerator that enables you to send the data to the configured cloud storage library directly.

         Note

         This option is applicable only to custom packages for the Windows platform. For more information, see Accelerating Cloud Storage Backups from Clients.

      8. If you do not want to show the Edge Monitor tool to the end-user, clear the Create laptop shortcuts or apps check box . This option is applicable only for Macintosh laptops.

      9. To create a shortcut for the Edge Monitor tool on Windows laptops, select the Create Edge Monitor shortcut check box.

      10. To create a shortcut for the Migration Assistant tool on Windows laptops, select the Create Migration Assistant shortcut check box.

      11. To create a shortcut for the Process Manager tool on Windows laptops, select the Create Process Manager shortcut check box.

      12. Click Next.

      13. Click OK on the summary screen after verifying the information.

    • Click OK to create the packages.

11. On the Forms > Acknowledgment page, click Finish.

12. 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:

    • 64 bit proxy (if the Use Proxy option was selected)

    • 32 bit Windows

    • 64 bit Windows

    • macOS Pkg

      Notes

      • The proxy package consists of the File System Core package which can be installed interactively.

      • You can perform a silent install of the macOS Pkg package. If your Macintosh laptop uses a proxy computer, then the proxy package is Windows-based.

13. Download the packages from the links in the email.

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.