Agent Setup

 

OptiTune Client Software

Each computer you wish to manage through OptiTune needs to have the OptiTune agent software installed.  The OptiTune agent software carries out the management activities that you specify for each computer or group of computers.

To download the agent software, click on the “Computers and Groups” tab, and select “Agent Setup”.  Note that the agent software is available in several formats – either as a general purpose zip file that contains an installation script and unpackaged executables, or as fully customizable installer executable which is more end user friendly.

 

General Purpose Package

If you want to download the agent in a simple zip file, click on the “Download” button under the “Download Agent Software” section.  Save the OptiTuneAgent.zip file to a local folder on your computer.  After you decompress the zip file, you will find the following files inside:

To install the software on a client computer, either manually run “install.cmd” on each computer, or use another deployment mechanism to run the commands inside “install.cmd” on each computer.  Similarly, to remove the client software from a computer, run “uninstall.cmd”, or remove it using the Add/Remove Programs control panel on the computer.

Note that “account.cert” contains the mapping to your organization on the OptiTune management server.  It is required for a computer to be registered with your organization.  All files except “readme.txt”, “install.cmd”, and “uninstall.cmd” are required to install the agent.

 

Customized Installer

For an end user friendly installer that is fully customizable with your own branding, company name, and logos, you can generate a custom installer which will install the OptiTune agent on a computer.

You can customize the following details of the installer:

·         Application Name

·         Publisher Name

·         Installer Icon (used by the installer, and the Add/Remove Programs entry)

·         Installer Background image

·         End User License Agreement (EULA)

·         Post Install application (run an executable you provide after the OptiTune agent is installed).

This allows you to fully brand the agent installer which your customers or end users see.  You can even change the application name and publisher name, so the user won’t even know you are using OptiTune, and will only see your branding information.

After you generate the installer, you can either download it and provide it directly to end users (e.g. through your own website, email attachment, etc…), or you can provide end users with a publicly accessible link to download the customized installer, for example:

https://manage.opti-tune.com/agent/download.ashx?id=ABA6EA12-EA0C-4F0F-AB9E-8FDB2EF6A959

To generate a custom installer, click on the “Add” button in the “Custom Installers” section. 

 

Client ID

For larger organizations with hundreds or thousands of computers, or Managed Service Providers (MSPs) with many customers, these types of organizations will often make use of the Organization Hierarchy to divide up all the managed computers into a hierarchy of groups, each of which contains several computers.

For example, a large company may divide up the computers it manages according to business units or divisions.  Each such division may be further divided into departments.  A Managed Service Provider would divide the computers into groups based on customers, and then customer locations.

When you create business entities in the organization hierarchy, they will each be assigned a “Client ID”, and their associated group of computers will define a membership rule based on this Client ID value.  For example, if you had the following hierarchy:

·         Bravura Software LLC

o   Corporate HQ

o   Accounting

o   Sales

The “Sales” department would have a client id:

“bravura-software-llc\sales”

Custom Installers and Client ID

If you want to create an installer for the OptiTune agent that will automatically assign the computer it’s installed on to a specific group, you would need to specify the Client ID value when creating the customized installer.  For convenience’s sake, you can also select an associated group in the organization’s hierarchy to lookup its Client ID, rather than specify it directly in the page where you enter in the parameters for the customized installer.

 

General Purpose Package and Client ID

If you are using the general purpose package to deploy the OptiTune agent, you can specify the client ID as one of the parameters to OTService.exe when installing the OptiTune agent.

For example, the default command to install the OptiTune agent is:

OTService.exe /checkinstall cserv://manage.opti-tune.com/client

To specify a client ID, you would use:

OTService.exe /checkinstall cserv://manage.opti-tune.com/client “bravura-software-llc\sales”

This will automatically associate the computer you install the agent on with the specific group, assuming the group has a membership rule that refers to this client ID.

 

Automated Deployment

If you have a small number of computers to deploy the OptiTune agent to, it may be simplest to just manually install it on each computer.  However, if you are going to deploy it to hundreds or thousands of machines, you will need to use the automation you have in place already (e.g. Group Policy, another IT management system, etc…) to deploy the agent.

To deploy the agent through automated means, you will need to download the zip file with the agent, and use the commands in “install.cmd” with your existing automation system.  You can also use the customized installer in silent mode for deploying the agent through automation.  You will need to specify the /S switch to the installation program (note that this switch is case sensitive).

For example, use

AgentInstaller.exe /S

to run the customized agent installer silently.