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

• 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. Go to the Cloud Services website.

2. On the top of the page, click menu > PACKAGE CREATOR.

   The Package Configuration page appears, which allows you to select the following settings for each package category.

   Package Category	Settings
   Profile	Create a new profile by adding a new profile name and selecting the corresponding release version
   Roles	You can select the roles/agents that the tenants will see during installation. Select the applicable role (for example, Virtualization). Tip Select Show to user to display the selected role on the installer screen during installation by an end user. If you want to accelerate backups to cloud storage libraries, select Optimized for cloud backups. For more information, see Accelerating Backups to Cloud Storage Libraries. If you want to include the latest maintenance release and all selected package binaries in this new package for the roles you selected above, then select Pre-include binaries to create package.
   Gateway/Server	Perform one of the following steps, and then click Next: Enter the server name and port information in CommServe or gateway hostname. For example: <hostname1>:<port1>;<hostname2>:<port2> If a one way tunnel is configured from the CommServe computer to the client, select CommServe will connect to this computer to finish registration. Note If you are using Command Center endpoint for installation, enter http://<EndPointURL>, where <EndPointURL> is the URL of the Command Center. For more information see Multiple CommCell Installation Routing Using Command Center Endpoint. If you selected a server role (that is, anything other than Laptop) in Roles, above, the following option is available: If you want gateway information shown on the installation screens created by this new package, select Show to user.
   Configuration	Select one of the following authentication methods: Prompt users for authentication code and username/password: Enables authentication using the Edge Monitor tool or the command line interface. Provide username/password: Distributes the package with a username and password. Select 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. Provide authentication code: Distributes the package with an authentication code. In the Authentication code box, type the authorization code that you received in the email. In the Select platforms field, select one of the following platforms: WinX64 Win32 macOS Note The laptop package for Mac-OS is notarized by Apple. Additionally, it is optimized for use with the M1 chip and the backup processes run with the support of the Rosetta-2 emulator. Linux/UNIX 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.
   Advanced	The settings that appear on this tab are dependent on the roles selected in Roles, above. Click Edit Advanced Options. If you want to install the package using a pre-defined plan, in the Plan name box, type the plan name to which you want to assign the laptop client. In the Client Groups box, enter the name of the client group under which the client must be added. In the Windows subclient policy box, you can use the default or assign a new subclient policy. In the Mac subclient policy box, you can use the default or assign a new subclient policy. Under Choose HTTP proxy, select one of the following options (the proxy computer communicates with laptops that are outside the network): If you are not using a proxy, select I don't use an HTTP proxy. If you want to connect to a proxy that is already being used, select Automatically detect and use HTTP proxy. If you are using a proxy, select the Provide HTTP proxy details check box and provide HTTP proxy hostname and HTTP proxy port. Select the Allow users to enter an install folder 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. If you selected a server role (that is, anything other than Laptop) in Roles, above, the following options are available: To configure the server as a remote cache server during installation using this package, select Configure as remote cache server. To configure the server as a network gateway during installation using this package, select Configure as network gateway. Click Desktop/Laptop options. If you do not want to show the Edge Monitor tool to the end-user, clear the Create laptop shortcuts or apps option. This option is applicable only for Macintosh laptops. To create a shortcut for the Edge Monitor tool on Windows laptops, select Create Edge Monitor shortcut. To create a shortcut for the Migration Assistant tool on Windows laptops, select Create Migration Assistant shortcut. To create a shortcut for the Process Manager tool on Windows laptops, select Create Process Manager shortcut To skip installation of third-party application packages for Windows laptops, select Exclude third-party application (Windows only). To install the Commvault VPN Access software on a Windows x64 client, select Include VPN client (Windows only). The software enables the client to use the Commvault firewall framework to establish a VPN tunnel. Click Perform registration using, and select one of the following options: Default: The end-user must enter the username, password, and authentication code to complete the Edge Monitor registration. Username and password: The end-user must enter only the username and password to complete the Edge Monitor registration. Authentication code: The end-user must enter only the authentication code to complete the Edge Monitor registration.
   Confirmation	Review your selected settings and then click SUBMIT.

3. 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

     Note

     • 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.

4. 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.