Create

Agent > Create

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 secured environments that require each machine to be setup manually. For example, you might be required to name a new machine ID account manually and/or create an agent install package with a unique credential for a single machine. A user must be logged into a target machine locally as an administrator to install the package.

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.

Note: Use Install Agent to install agents on remote systems.

Re-Installing Agents

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 and the agent. The machine ID / group ID is the KServer's user account name for a managed machine in its database. The agent is the client software installed on the managed machine. A one-to-one relationship exists between the client agent on a managed machine and its machine ID / group ID account name on the KServer. Tasks assigned to a machine ID by a KServer administrator direct the agent's actions on the managed machine.

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.

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.

Group ID

Select an existing group ID for the new machine ID you are creating. The default is unnamed. Group IDs are created by a master administrator using the System > Admin Accounts: Create / Delete page.

Create

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.

1. Select a machine ID to copy settings from by clicking the radio button next to any machine ID listed in the paging area.
2. Select a group ID from the group ID drop down list. Select a group ID.
3. Click the Set to ensure that new machine IDs you create for the selected group ID will copy settings from the selected default machine ID.
4. Click the Clear link to remove this assignment.

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 if a master administrator is logged on.

1. Select a machine ID to copy settings from by clicking the radio button next to any machine ID listed in the paging area.
2. Click the Set to ensure that new machine IDs created without a group default machine ID copy settings from the master administrator's default machine ID.
3. Click the Clear link to remove this assignment.

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:

• Contact Email - Enter the phone number of the individual using the managed machine.
• Auto Assign - Check Auto Assign to automatically populate the Contact Email field with an email address that uses the following format: machineid@groupid.com. This feature assumes you are creating machine IDs and group IDs that conform to user email addresses.
• Contact Name - Enter the name of the individual using the managed machine.

  Note: This field is required to generate a new password for the Agent > User Access page.

• Contact Phone - Enter the email address of the individual using the managed machine.
• Admin Email - Enter the email address of the individual responsible for providing IT support for the managed machine.

Check-in status

These icons indicate the agent check-in status of each managed machine:

Agent has checked in

Agent has not recently checked in

Agent has never checked in

Online but waiting for first audit to complete

The agent is online but remote control is disabled

Copy Settings

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 Agent Deploy to create install packages for multiple machines.

1. Optionally bind an administrator logon credential to the install package. Fill in the Administrator Credential form to securely bind administrator rights to the install package.
   • Users without administrator rights can install the package successfully without having to enter an administrator credential.
   • If the administrator credential is left blank and the user does not have administrator rights to install software, the install package prompts the user to enter an administrator credential during the install.
2. Select the method of distribution.
   • Download - Download the install package immediately to the machine you are currently using. The install package is always called KcsSetup.exe.
   • Email - Email a text message that contains a link to download the install package.

First Checkin

Lists the time that each agent checked into the server for the first time.

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