1.2.2 Installing JP1/IT Desktop Management 2 - Agent

(1) Building relay systems

In this stage, you create an installation set for relay systems, and then you use it to build relay systems. Before creating an installation set, you specify the Agent settings that are required to create the installation set. For JP1/IT Desktop Management 2 - Operations Director, you do not need to perform this procedure. Proceed to 1.2.2(2) Installing JP1/IT Desktop Management 2 - Agent and the Packager on the administrator's computer.

Operation procedure

1. Log in to the JP1/IT Desktop Management 2 operation window.

2. Click the Settings button.

   

   The Settings module appears.

3. Select Agent, and then Windows Agent Configurations and Create Agent Installers.

   The Windows Agent Configurations and Create Agent Installers window appears.

4. Click the Add Agent Configuration button.

   The Add Agent Configuration window appears.

5. Enter any name in Agent Configuration Name.

   

   In this manual, BuildRelaySystem is entered.

6. Select Basic settings.

   The Basic settings window appears.

7. Make sure that the management server's host name has been specified for the following items in the Basic settings window:

   • Host name or IP address in Management server

   • Host name or IP address in Higher system that uses Remote Install Manager for distribution

   Specify other items as necessary. If you change port numbers, do so after carefully checking the system configuration and connection settings.

8. Select Password settings.

   

   The Password settings window appears.

9. In Settings to protect agents, set the password.

   Set a password to protect the agent settings. By setting a password, you can stop users from changing agent settings or uninstalling the product.

   Select other items as necessary.

10. Click the OK button.

    The BuildRelaySystem agent configuration is added to the Windows Agent Configurations and Create Agent Installers window. Perform the following steps to select this configuration.

11. Select the line of the BuildRelaySystem agent configuration that has been added, and click the Create Agent Installer button.

    

    The Create Agent Installer window appears with BuildRelaySystem selected as the agent configuration.

12. Select Settings for the component to be installed.

    

    The Settings for the component to be installed window appears.

13. For Type, select IT Desktop Management 2 - Agent (relay system).

    Select other items as necessary.

14. Click the Create button.

    After the Create Agent Installer dialog box appears, the File Download popup appears.

15. In the File Download popup, click the "▼" on the right side of the Save button, and select the Save As.

    The dialog box for selecting the folder in which to save the installation set appears.

16. Check the file name and save destination.

    In this manual, the file name is ITDM2Agt(BuildRelaySystem).exe.

17. Click the Save button.

    The installation set is saved, and the Download complete popup appears.

18. In the Create Agent Installer dialog box, click the Close button.

    The Create Agent Installer dialog box closes.

19. In the Download complete popup, click the Open Folder button.

    The folder containing the ITDM2Agt(BuildRelaySystem).exe file opens.

20. Move the ITDM2Agt(BuildRelaySystem).exe file to a location that is convenient for being downloaded from relay systems.

    Now you have completed the installation set for BuildRelaySystem. In the following steps, you use that installation set to build relay systems.

    Note

    At this point, check and record the IP address and host name of the relay system. You will need this information when you check whether the relay systems have been built correctly, or when you set up the administrator's computer.

21. Log on with the administrator role to the first server to be used as a relay system.

22. Download the ITDM2Agt(BuildRelaySystem).exe file, and then double-click it.

    Installation of JP1/IT Desktop Management 2 - Agent starts. When installation (building of a relay system) finishes, a window appears, explaining to that effect.

23. Click the OK button.

24. Log in to the JP1/IT Desktop Management 2 operation window, and then click the Inventory button.

    

    The Device module appears.

25. Select Device Inventory, and then Device List.

    A list of devices appears.

26. From the Windows Start menu, select All Programs, JP1_IT Desktop Management 2 - Manager, and then Remote Install Manager.

    The Login (Remote Install Manager) dialog box appears.

27. Enter the following information:

    

    • Management Server: Host name of the management server recorded in 1.2.1(1) Installing JP1/IT Desktop Management 2 - Manager on a server

    • Connection port number: 31080 (default)

    • User ID: system

    • Password: New password entered in 1.2.1(4) Log in to the operation window

28. Click the OK button.

    The Remote Install Manager window appears.

29. Check whether the host name of the relay system that you built is displayed in both of the following locations:

    • Device List view in the operation window

      

    • System Configuration window of Remote Install Manager

      

    If the relay system that you built is displayed in both locations, the first relay system has been built correctly.

    If the relay system that you built is not displayed in both locations

    Make sure that:

    - The host name of the administrator's server can be resolved correctly.

    - The agent settings are correct.

30. Similarly as described above, download and install ITDM2Agt(BuildRelaySystem).exe on the second and following servers to be used as relay systems.

What you do next

Now you have completed building the relay systems. Next, install JP1/IT Desktop Management 2 - Agent and the Packager on the administrator's computer.

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(2) Installing JP1/IT Desktop Management 2 - Agent and the Packager on the administrator's computer

Install JP1/IT Desktop Management 2 - Agent and the Packager on the administrator's computer. By installing JP1/IT Desktop Management 2 - Agent, the administrator's computer can also be managed. The Packager is used to distribute files. For JP1/IT Desktop Management 2 - Operations Director, install JP1/IT Desktop Management 2 - Agent only. (Do not install the Packager.)

Operation procedure

1. Insert the provided media of the product into the CD/DVD drive of the administrator's computer.

2. Select JP1/IT Desktop Management 2 - Agent, and then click the Install button.

3. Click the OK button.

4. Click the Next button.

   The Installation Type window appears.

5. Select Custom installation, and then click the Next button.

6. In the Installation Folder window, click the Next button.

   The Types of components to be installed window appears.

7. Click the Next button.

   The Components to be installed window appears.

8. Click the icon on the left of Packager, and then select This feature, and all subfeatures, will be installed on local hard drive.

   

   The agent and packager programs are selected as components to be installed on the administrator's computer.

9. Click the Next button.

   The The program is ready to be installed window appears.

10. Click the Install button.

    

    Installation starts, and the Installing JP1/IT Desktop Management 2 - Agent window appears. When installation finishes, the The installation wizard finished window appears.

11. Click the Finish button.

    The Setup (Agent) dialog box appears. When you are instructed to restart the computer, restart the computer.

12. Open the Connection-destination settings tab. Then, in Management server, set Host name or IP address to the host name of the administrator's server recorded in 1.2.1(1) Installing JP1/IT Desktop Management 2 - Manager on a server.

    

13. Click the OK button.

    The Setup (Agent) dialog box closes, and the dialog box that asks you whether you really want to update the setup information appears.

14. Click the Yes button.

15. In the Hitachi Integrated Installer dialog box, click the Finish button.

    The Hitachi Integrated Installer dialog box closes, and then the dialog box for confirming that the installer has been completed appears.

What you do next

Now you have completed installation of JP1/IT Desktop Management 2 - Agent and the Packager on the administrator's computer. Next, prepare to install JP1/IT Desktop Management 2 - Agent on the users' computers.

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(3) Preparing for installation on the users' computers

The same way as for building relay systems, prepare installation on the users' computers by specifying the Agent settings, and then create an installation set.

If the created installation set is used to install JP1/IT Desktop Management 2 - Agent on computers, the user information of those computers, such as the name and email address, is subject to management. In the procedure described below, to reduce the administrator's work load, each user individually fills in their name and other information in a dialog box displayed on their own computer.

Operation procedure

1. Log on with the administrator role to the administrator's computer.

2. Log in to the JP1/IT Desktop Management 2 operation window, and then click the Settings button.

   

   The Settings module appears.

3. Select Agent, and then Windows Agent Configurations and Create Agent Installers.

   The Windows Agent Configurations and Create Agent Installers window appears.

4. Click the Add Agent Configuration button.

   The Add Agent Configuration window appears.

5. Enter any name in Agent Configuration Name.

   

   In this manual, UserComputer is entered.

6. Select Basic settings.

   The Basic settings window appears.

7. In Management server, enter the host name of the management server for Host name or IP address.

   

8. In Higher system that uses Remote Install Manager for distribution, specify the settings as follows:

   For JP1/IT Desktop Management 2 - Manager

   System type: Select Relay system.

   Host name or IP address: Enter the host name of a relay system recorded in 1.2.2(1) Building relay systems.

   For JP1/IT Desktop Management 2 - Operations Director

   System type: Select Management server

   Host name or IP address: Enter the host name of the management server recorded in 1.2.1(1) Installing JP1/IT Desktop Management 2 - Manager on a server.

   Specify the other items as necessary. If you change port numbers, do so after carefully checking the system configuration and connection settings.

9. Select Password settings.

   

   The Password settings window appears.

10. In Settings to protect agents, set the password.

    Select other items as necessary.

11. Click the OK button.

    The UserComputer agent configuration is added to the Windows Agent Configurations and Create Agent Installers window. Perform the following steps to select this configuration.

12. Select the line of the UserComputer agent configuration that has been added, and click the Create Agent Installer button.

    

    The Create Agent Installer window appears with UserComputer selected as the agent configuration.

13. Click the Create button.

    After the Create Agent Installer dialog box appears, the File Download popup appears.

14. In the File Download popup, click "▼" on the right side of the Save button, and select the Save As.

    The dialog box for selecting the folder in which to save the installation set appears.

15. Check the file name and save destination.

    In this manual, the file name is ITDM2Agt(UserComputer).exe.

16. Click the Save button.

    The installation set is saved, and the Download complete popup appears.

17. In the Create Agent Installer dialog box, click the Close button.

    The Create Agent Installer dialog box closes.

18. In the Download complete popup, click the Open Folder button.

    The folder containing the ITDM2Agt(UserComputer).exe file opens.

19. Move the ITDM2Agt(UserComputer).exe file to a location that is convenient for being downloaded from relay systems (for example, a web site or file server).

    Now you have prepared for users to install Agent by themselves. Next, you specify the settings for display of the user information entry window. The information entered from this window allows JP1/IT Desktop Management 2 to recognize the user of each device.

20. Click the Settings button.

    

    The Settings module appears.

21. Select Assets, and then Asset Field Definition.

    The Asset Field Definition window appears.

22. In Common Fields (Assets and Device Inventory), select the User Name line, and click the Edit button.

    The Edit Custom Fields dialog box appears.

23. For Data Source, select End User.

    

    Tip

    To display an instruction to the user, enter it in Description. If you select the Restricting Input Characters check box, you can restrict the characters that the user can enter.

24. Select the Entering item is mandatory check box.

    This makes entry of User Name mandatory in the user information entry window that is displayed on each user's computer.

25. Click the OK button.

    End User is displayed as Data Source on the User Name line, allowing the user to enter a name for User Name.

    Note

    In the same way as you set User Name, you can set other items, such as the email address and phone number.

    If the administrator has user information as hardware asset information in a CSV file, the information can be updated at one time by importing the file.

    For details, see Importing hardware asset information in the JP1/IT Desktop Management 2 Administration Guide.

What you do next

Now you have prepared for users to perform installation on their computers. Next, you instruct users to perform installation on their computers.

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(4) Instructing the users to perform installation on their computers

In this manual, instructions for users to perform installation are given via the representative of their group (section or department).

Operation procedure

1. Send the following information to the group representative by email or another means, and request the representative to have the computer users install Agent by themselves:

   • Location in which ITDM2Agt(UserComputer).exe is saved

   • Following installation procedure that the users will perform by themselves:

     Use the following procedure to install the program:

     

     When installation finishes, the window for entering user information (such as user name) appears. Fill in the window as instructed. If your computer is vulnerable to threats, a message is displayed. If the message is displayed, take the appropriate action according to the message.

2. Log in to the JP1/IT Desktop Management 2 operation window, and then click the Inventory button.

   The Device module appears.

3. Select Device Inventory, and then Device List.

   A list of devices appears. For JP1/IT Desktop Management 2 - Operations Director, you do not need to perform steps 4 to 6. Proceed to step 7.

4. From the Windows Start menu, select All Programs, JP1_IT Desktop Management 2 - Manager, and then Remote Install Manager.

   The Login (Remote Install Manager) dialog box appears.

5. Enter the following information:

   • Management Server: Host name of the management server recorded in 1.2.1(1) Installing JP1/IT Desktop Management 2 - Manager on a server

   • Connection port number: 31080 (default)

   • User ID: system

   • Password: New password entered in 1.2.1(4) Log in to the operation window

6. Click the OK button.

   The Remote Install Manager window appears.

7. Check whether the host name of the user's computer is displayed in the following windows:

   For JP1/IT Desktop Management 2 - Manager

   If the user's computer is displayed in both of the following windows, Agent has been installed correctly:

   - Device List view in the operation window

   - System Configuration window of Remote Install Manager

   If the user's computer is displayed in neither the operation window nor Remote Install Manager, check the following:

   - Make sure that the host name of the connection-destination relay system can be resolved correctly.

   - Make sure that the agent settings are correct.

   For JP1/IT Desktop Management 2 - Operations Director

   If the user's computer is displayed in the Device List view in the operation window, Agent has been installed correctly.

   If the user's computer is not displayed in the operation window, make sure that the agent settings are correct.

   Note

   There are other ways to distribute Agent to users other than the procedure described in this manual. For details, see the description Installing the agent in the JP1/IT Desktop Management 2 Overview and System Design Guide.

What you do next

Now you have completed instructing computer users to install Agent. Computers with Agent installed automatically connect to relay systems to communicate with the management server. On computers that are managed, the JP1/IT Desktop Management 2 operation window is displayed. When agent installation on computers progresses to some extent, proceed to the next stage.

In the next stage, you make sure that JP1/IT Desktop Management 2 - Agent is installed on all target computers by checking the list of devices created by JP1/IT Desktop Management 2 against the device management ledger.

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(5) Confirming installation of JP1/IT Desktop Management 2 - Agent

First, use JP1/IT Desktop Management 2 to create a list of devices on which Agent has been installed. Then, check this list against the device management ledger (that lists the correspondence between devices and users in the organization). If you find computers on which Agent has not been installed, instruct the users of those computers to install Agent.

Operation procedure

1. Log in to the JP1/IT Desktop Management 2 operation window.

2. Click the Inventory button.

   

   The Device module appears.

3. Select Device Inventory, and then Device List.

   A list of devices appears.

4. Select Action, and then Export Device List.

   The Select Export Columns dialog box appears.

5. Select the following items:

   

   • Device Type

   • Host Name

   • IP Address

   • User Name

   • E-mail

   The selected items are subject to exporting. You can also select other items if necessary.

   Tip

   If you want to select only a few items, you can first deselect all items, and then select only the necessary items. To deselect all items, clear the Columns check box.

6. Click the OK button.

   The Select Export Columns dialog box closes, and then the dialog box for saving the export file (CSV file) appears.

7. Click the Save button.

   The dialog box for selecting the save location of the CSV file appears.

8. Select the save destination, and then click the Save button.

   The values of the selected items for the managed computers, on which Agent is installed, are saved to a file named Export_Device_Inventory.csv.

9. Open the Export_Device_Inventory.csv file with Microsoft Excel.

10. Check the device management ledger for user names that are not included in the Export_Device_Inventory.csv file.

    

    Using the above procedure, you can identify the users of computers on which Agent has not been installed.

11. Create a list of identified users, and send the list to the group representative.

    Request the representative again to have those users install Agent on their computers.

What you do next

Now you have confirmed that JP1/IT Desktop Management 2 - Agent has been installed on all computers. In the next chapter, you use JP1/IT Desktop Management 2 to understand security status, and learn about how to take security measures.

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