SyAM Software Management Utilities. Client Deployment

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1 SyAM Software Management Utilities Client Deployment

2 Step 2: Setting Up Templates The Management Utilities allow you to create multiple templates for each of the Tasks that it can perform. These templates are used to execute the action chosen by the user. Click Configure Templates from the Functions Menu. This will expand to show all the Template Options Click on the appropriate Template Option to bring up those specific templates

3 Discovery Template The Discovery Template is used to define the method to be used for discovery and current status of systems on the network either by IP ranges or Domain Organizational Units. You can set filters to Include or Exclude specific machine names. Template Name Group Name (This is the group name where the discovered systems will be shown) Select the Domain Option and discover the Domain or select Network Scan and enter the details Existing Templates are listed and can be edited by clicking on them In this example we are discovering a network range and placing the discovered information into a group called Office

4 Windows Client Deployment Template The Client Deployment Template is used to define the version and configuration that is to be used to install the SyAM System Client software silently across the network without interrupting the user on the target machine. Template Name Operating System on Target Authentication Template for accessing the network share Executable Name Client Configuration Existing Templates are listed and can be edited by clicking on them In this example we are defining a template to deploy the SyAM V4.43 Windows Client

5 Macintosh Client Deployment Template The Client Deployment Template is used to define the version and configuration that is to be used to install the SyAM System Client software silently across the network without interrupting the user on the target machine. Template Name Operating System on Target Authentication Template for accessing the network share Executable Name Client Configuration In this example we are defining a template to deploy the SyAM V4.34 Macintosh Client When deploying the Macintosh Client, a local directory path must be used, and the Copy this file locally option must be selected

6 Linux Client Deployment Template The Client Deployment Template is used to define the version and configuration that is to be used to install the SyAM System Client software silently across the network without interrupting the user on the target machine. Template Name Operating System on Target Authentication Template for accessing the network share Executable Name Client Configuration In this example we are defining a template to deploy the SyAM V4.07 Linux Client

7 When deploying to ESXi systems, the client installation files must be stored on a local drive of the Management Utilities server, and the path name must be a local drive path such as c:\apps instead of specifying a Windows network share. The option to copy the file locally before installation must be checked (this is typically done automatically when ESXi options are selected). The Client Version will need to be entered, as the field is not automatically populated as it is for Windows clients. ESXi Client Deployment Management Utilities - Creating Templates 7

8 System Area Manager IP Address Template The System Area Manager IP Address Template is where you identify the System Area Manager that the System Client will be programmed to report to. Template Name System Area Manager IP Address that the System Clients report to Existing Templates are listed and can be edited by clicking on them In this example we have defined the System Area Manager IP Address to be

9 Location/Function Template The Location/Function Template is where you set the Location and or Function that is to be programmed into the System Client. This is used in the System Area Manager Tree and Reporting. Template Name Checkbox to use the Location and/or Function fields Note: You do not need to set both Location and Function together, by un-checking you can disable setting the Field In this example we have defined the Sales Office Notebook Template to program the Location as Sales Office and the Function as Sales Notebook Existing Templates are listed and can be edited by clicking on them

10 Step 3: Create and Run Unattended Installation Wizard The Unattended Installation Wizard is a powerful tool for the SyAM Management Utility which allows you to configure all of the settings required to get your network up and running the SyAM System Area Manager and SyAM System Client suite. Clients are deployed and configured silently, making it easy to have a fully managed network in minutes. The wizard guides you through discovery of systems on the network, specifying normal power on hours, client software deployment, and connection to the SyAM System Area Manager by creating new templates or using existing ones. Optionally, location, function, and power settings can also be configured through the wizard. The installation job can be set up to run on a regular schedule. To begin, click the Unattended Installation Wizard link in the Functions menu at the lower left of the browser page. If you have already used the wizard to configure a deployment job, you can choose it, or else create a new one.

11 Unattended Installation Wizard 1. Select the Discovery Template for the systems you wish to discover.

12 Unattended Installation Wizard 2. Select the default Power On Hours template, or create a new one.

13 Unattended Installation Wizard 3. Select the Client Deployment template for the System Client to be deployed.

14 Unattended Installation Wizard 4. Select the System Area Manager IP template to set the address where System Clients will report.

15 Unattended Installation Wizard 5. You have the option to program your SyAM System Clients with a Location and/or Function.

16 Unattended Installation Wizard 6. You have the option to program your SyAM System Clients with a Power Management schedule.

17 Unattended Installation Wizard Now you will schedule the days and times the Unattended Installation Wizard job runs. Click the calendar to set the date to start this job. If you wish to have the job start at a later date you can set that date. Set the time(s) (24 hour clock) for when you wish the job to run. Click the + button to add additional times for the job to run. You can have a job run up to five times each day.

18 Unattended Installation Wizard Choose which days of the week you wish to run the job. You will now be presented with a summary of the Schedule you have defined. Whether or not systems will be removed from the job once completed Date the job will start Time(s) the job will run Day(s) the job will run You can click the Previous button to go back and make changes or click the Finished button to complete the schedule configuration.

19 Unattended Installation Wizard Finally, you will be prompted to review the tasks and schedule before saving the job. By default, the wizard does not attempt to deploy the client on devices with blank names. To override this, check Allow Blank Device Names. When you have reviewed the wizard configuration, click the Save Changes button to complete the Unattended Installation Wizard.

20 Step 4: Review Detailed Results Choose the Group to View There are three types of groups shown in the Groups window. SyAM Function / Location / Operating System - These are the groups of systems discovered by SyAM Management Utilities that are running the SyAM System Client. They are broken down by the SyAM Client programmed fields for Function, Location, and Operating System. User Defined Groups These are the groups that users create either through a Discovery Template or manually by right clicking the mouse button and choosing New Group, or by clicking on a group name and then right clicking the mouse button and choosing Add Subgroup. Patch Scans These are the groups of systems that have had a manual Microsoft Vulnerability scan performed on them.

21 Group Detail Details Panel The Details panel displays information on all the systems in the chosen group. The columns can be sorted in ascending and descending order. The default sort order is IP Address; this can be changed to Machine Name under the Administration Settings. Click on the column heading to go from ascending to descending; click one more time to remove it from the sorting order.

22 Group Detail - Columns Column Heading OU IP MAC Name OS Client Type Mgd Data Organizational Unit Name IP Address last obtained for that system Network Adapter MAC Address Machine Name Operating System (This is retrieved through the SyAM System Client) Version of SyAM System Client installed Client configuration type, Server, Desktop or Notebook Managed status of Client. Yes means the Client is managed by a SyAM System Area Manager; No means the Client is not managed by a SyAM System Area Manager. Area Manager IP Power Power Template Set Location Function Refreshed IP Address of the SyAM System Area Manager the Client is reporting to Current Power Status Set means the specified Power Template that has been programmed to the Client, Not Set means the Power Template has not been modified from the default of no shutdown schedule The Location programmed into the Client The Function programmed into the Client The date and time the system data was last refreshed by the SyAM Management Utilities

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