# Creating a Custom Package for a Server

You can create a custom package for a server by adding the server to a new universal package. You can create a new universal package on the Cloud Services website. The universal package contains the File System Agent, which establishes connections between the client computer and the CommServe database.

## Before You Begin

- You must have a user account for the Cloud Services website.

## Procedure

1. Go to the Cloud Services website.

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

   The Package configuration page appears.

   Settings | Steps
   --- | ---
   Profile | Create a new profile by adding a new profile name and selecting the corresponding release version, and then click Next.
   Roles | You can select the roles/agents that the tenants will see during installation. Select the applicable role (for example, Virtualization), and then click Next. 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. During installation, the required media is automatically downloaded from the software cache and installed on the client. If the media is not available in the software cache, a Download Software job is triggered to retrieve and install the necessary components. If you want to embed all required binaries directly in the custom package, select the Pre-include binaries to create package option. This option is not selected by default. Selecting this option ensures that the package media already contains the binaries for all selected roles, avoiding additional downloads during installation.
   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.
   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 macOS 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.
   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 on Roles tab. Optional: 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, then 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, then 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. 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.

   Once the packages are ready, you will receive another email with links to downloadable packages.

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.

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