The Create page creates a machine ID account and agent install package for a single machine. You create the machine ID account first, then create an install package for this single machine. Typically the Create page applies to:
Note: Use Agent > Deploy Agents to create and distribute agent install packages to multiple machines. The Deploy Agents install package automatically creates a machine ID account when it is installed provided automatic account creation is enabled using System > Check-in Policy.
Note: Use Install Agent to install agents on remote systems.
Because the Create install packages does not automatically create a new machine ID account, you can use the Create page to re-install agents on managed machines for existing accounts.
Machine IDs vs. Agents
When discussing agents it is helpful to distinguish between the machine ID / group ID / organization ID and the agent. The machine ID / group ID / organization ID is the account name for a managed machine in the VSA database. The agent is the client software installed on the managed machine. A one-to-one relationship exists between the agent on a managed machine and its account name on the VSA. Tasks assigned to a machine ID by VSA users direct the agent's actions on the managed machine.
Agent License Counts
The following events affect agent license counts:
Including Credentials in Agent Install Packages
If necessary, an agent install package can be created that includes an administrator credential to access a customer network. Credentials are only necessary if users are installing packages on machines and do not have administrator access to their network. The administrator credential is encrypted, never available in clear text form, and bound to the install package.
Operating System Selection
Agent packages can be created to install agents on machines running either Windows or Macintosh operating systems, or to automatically choose the type of operating system of the downloading computer.
Machine ID Templates
Machine ID template is a machine ID record without an agent. Since an agent never checks into a machine ID template account, it is not counted against your total license count. You can create as many machine ID templates as you want without additional cost. When an agent install package is created, the package's settings are typically copied from a selected machine ID template. Machine ID templates are usually created and configured for certain types of machine. Machine type examples include desktops, Autocad, Quickbooks, small business servers, Exchange servers, SQL Servers, etc. A corresponding install package can be created based on each machine ID template you define.
If you create a machine ID account using Agent > Create and do not copy settings from any other machine, then several typical alerts are created for the machine ID account by default.
Copy new account settings from
Click a radio button next to any machine ID listed in the paging area. Agent settings are copied from this machine ID.
Note: If you don't include a machine ID to copy from and click Create, a new, usable machine ID account is created using KServer defaults. You can copy settings between existing machine ID accounts at any time using Agent > Copy Settings.
New Machine ID
Enter a unique name for the new machine ID you are creating.
Select an existing group ID for the new machine ID you are creating. The default is
Click Create to create the new machine ID for the selected group ID.
Set/Clear New accounts created in group ID <Group ID> copy settings from <Machine ID>
For each group ID you can specify a different default machine ID to copy settings from.
Set/Clear Accounts created in unassigned group IDs copy settings from <Machine ID>
This option specifies the default machine ID to copy settings from if no default machine ID is set for a group ID. This option only displays for master role users.
Entering Contact Information
When you enter contact information on this page for a new machine ID account, then create the new machine ID account by clicking the Create button, these same contact information fields populate the Agent > Edit Profile page. Contact information includes:
These icons indicate the agent check-in status of each managed machine:
Online but waiting for first audit to complete
Agent online and user currently logged on. Icon displays a tool tip showing the logon name.
Agent online and user currently logged on, but user not active for 10 minutes
Agent is currently offline
Agent has never checked in
Agent is online but remote control has been disabled
The agent has been suspended
Click a radio button next to any machine ID listed in the paging area. Machine ID settings are copied from this machine ID.
Download / Email Agent Installation
Click a machine ID link to create and distribute an install package for an existing machine ID account using the Download Agent wizard.
Note: An install package created using this page is for a specific machine ID account. Use Deploy Agent to create install packages for multiple machines.
The type of operating system used by the managed machine:
Lists the time that each agent checked into the KServer for the first time.