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Creating a Laptop Backup Installation Package for Windows or Macintosh

Applies To: Windows and Macintosh

From the Cloud Services website, you can generate proxy and laptop backup installation packages for laptop computers.

Before You Begin

Review the following requirements:

Procedure

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

    • 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 Profile Information page, in the Select a Profile box, click Create New Profile, and then click Next.

    To choose an existing profile, click the profile name, and then click Next. To edit the profile, click Edit.

  4. In the Service Pack box, select the service pack version that you will use to create the package, and then click Next.
  5. On the CS Information page, do either of the following:
    • In the Select a CS Client Name box, select the name of the CommServe computer that you used earlier from the list to create the laptop package.

      To add a new CommServe client name, select Enter a new CS Client Name, and then click Next.

    • In the 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.
  6. Click Next.
  7. 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. Choose one of the following Proxy options:
      • If you are using a proxy, select the Use Proxy check box to create a proxy package.
      • If you require one-way firewall connection to the CommServe, select the Roaming clients check box.
    • 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 laptop package directly without the necessity of selecting more options.
      • Require end users to enter their credentials during installation: Select this option if you want to display 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.
    • In the Create Package for options, click Desktop/Laptop.
  8. If you creating the installation for package for Macintosh (Mac) client computers, select the Include MacOS check box.
  9. Click Next.
  10. Optional: To change the branding settings in the installation package, in the Branding Images box, click Select Files, and then upload the cvoem.zip file (for windows) or cvoem.tar file (for Macintosh) that contains the customized branding files.
  11. Optional: If you selected the Use Proxy check box, 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 Port Number 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. To add another proxy, click Add Another.
    7. When you are finished adding the proxy information, click Next.
    8. On the HTTP Proxy Information 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
    9. Click Next.
    10. If you selected the I will enter it manually option, complete the following information:
      • 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.
      • Click Next.
  12. 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.
  13. 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.
  14. On the summary page, do either of the following:
    • Optional: Click Edit Advanced Options.
      1. In the Client Group box, enter the name of the client group under which the laptop client must be added, and then click Next.
      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. 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.
      8. To create a shortcut for the Edge Monitor tool on Windows laptops, select the Create Edge Monitor shortcut check box.
      9. To create a shortcut for the Migration Assistant tool on Windows laptops, select the Create Migration Assistant shortcut check box.
      10. To create a shortcut for the Process Manager tool on Windows laptops, select the Create Process Manager shortcut check box.
      11. Click Next.
      12. Click OK on the summary screen after verifying the information.
    • Click OK to create the packages.
  15. Click Finish to create the packages.
  16. 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.
  17. Using the link provided, download the packages.

What to Do Next

Decide how to install the laptop packages. For more information, see Distributing the Laptop Backup Installation Package.

Last modified: 11/7/2019 3:58:47 PM