Enroll User Devices for Management
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Click 'Assets' > 'User Management' > 'User List' > select users > click 'Enroll Device'.
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Complete the wizard to send device enrollment mail to your users. Users must open the mail on the device itself. See the tutorial below.
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The mail contains an enrollment token. Multiple devices can be enrolled with the same token by the user simply responding to the mail from each device. Each token is valid for 720 days.
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Each license covers one endpoint or 5 mobile devices per user. You will need additional licenses for each endpoint or mobile device (exceeding 5) you add for a user.
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You can also bulk enroll users and Windows endpoints by creating a software installation policy in Active Directory (AD). See Enroll Windows Devices Via AD Group Policy and 'Import User Groups from LDAP' for more details.
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This section explains how to enroll devices for multiple users.
Tutorial
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Click 'Assets' > ''User Management' > 'User List.'
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Select the users for whom you want to add devices.
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Click 'Enroll Device'.
This starts step 1 of the device enrollment wizard:
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Enroll by customer - Enrolls the device you are currently using. You may disregard this option at this stage as we are adding multiple devices with the 'Other device' option.
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Enroll by user - Add devices owned by the users you selected previously. Those users should already be listed in the 'Specify User' box:
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You can add additional, existing users by simply typing their email address in the box. Xcitium will auto-suggest users that have already been created.
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Create New User - Click if you want to add a new user to Xcitium. You cannot add devices unless you have first added the users that own them. The add-user process is explained here.
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Click 'Next' to proceed to step 2.
TLDR -
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Click 'Not Specified' if you only want to install the communication client on target devices. The wizard will detect the target operating system and send the appropriate client to the device user.
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Click one of the operating system tiles if you also want to install the security client. Make sure the target devices use the operating system you selected.
There are two broad ways you can enroll devices:
Option 1 - Enroll + Protect - Single Operating System
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Click one of the operating system boxes to enroll devices of that type. Please make sure all your target devices use this operating system.
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The wizard will send enrollment mails that only provision the OS you choose. For example - If you select the 'Windows' box, then the wizard will send enrollment mails which only contain download links for the Windows clients.
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Once you have chosen the OS, you can customize enrollment options as required. You can configure items such as enrollment type, reboot policy, client version, configuration profile and device name.
Option 2 - Enroll Only -
Multiple Operating Systems
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Click the 'Not Specified' box. This option installs only the communication client, and doesn't install the security client.
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Your target devices can be a mix of operating systems rather than a single OS. This option auto-detects the OS of the device and emails the appropriate client link to the user.
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The latest version of the communication client is installed on each device. The MDM profile is installed on MAC devices
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Note - You can use this option to quickly connect devices to Xcitium, then go back later and install the security client if required.
Enrollment Type
Applies to Windows, Mac and Linux devices.
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Enroll and Protect - Installs both the communication client and the security client.
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Just Enroll - Installs only the communication client.
Background. There are two types of clients:
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Communication Client - Connects the device to Xcitium Platform for central management. It is mandatory to install this client.
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Security Client - This is the security software. Depending on the operating system, it includes antivirus, firewall, threat-containment, web-filtering, and more. It is optional to install this client.
Click 'Next' to skip to step 3 if you are happy with your choices on this page.
OR
Use the following links to read more about the various settings per OS:
Setting |
Description |
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Choose platform. |
Select Window OS version. 64-bit, 32 bits, or
hybrid. |
Use default Communication Client version. |
This client enrolls the endpoint for central management.
|
Use default Communication Client Security version. |
This client installs security software such as antivirus, firewall and auto-containment.
|
Additional options |
AV Database - Choose whether to include
the latest virus database with the installation package. This
increases the size of the package. If disabled, the client will download the latest database anyway when you run the first virus scan. |
Configuration Profile |
A configuration profile is a collection of
settings which specify a device's network access rights, security
settings, antivirus scan schedule, and more. The default is 'Windows - Security Level 1' profile. Choose a different profile if required.
|
Set Reboot Options |
Endpoints need to be restarted to complete xCS installation. You have the following restart options:
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Device Name Options |
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Click 'Next' to proceed to step 3
Setting |
Description |
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Choose platform. |
Select Linux OS version.
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Device Name Options |
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Click 'Next' to proceed to step 3
Setting |
Description |
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Select Method |
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Device Name Options |
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Click 'Next' to proceed to step 3
Device Name Options:
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Do Not Change - The device's existing name is used to identify the device in Xcitium console.
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Change - Enter a new device name. Note - You can restore the original name from the device list screen if required.
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Click 'Next' to proceed to step 3
Step 3 - Installation Instructions
The final step is to send out the enrollment emails to the device owners:
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Send - Click this to send enrollment mails to users with the settings you choose in steps 1, 2 and 3.
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Enroll Another Device - Takes you back to step 1.
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Go to Bulk Installation Package - Takes you to bulk installation package screen to configure and enroll users in bulk. See 'Bulk Enrollment of Devices'.
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Click 'Finish' to close the window.
Note - If you chose 'Current Device' in step 1, then you can enroll your device in two ways:
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Download the client in the final step. Follow the instructions and complete the enrollment procedure.
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Click 'Enrollment Instructions' at top-right, click the appropriate enrollment link to your device and complete the procedure.
An example mail that is sent to
users is shown below:
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Clicking the link will take the user to a page which lets them download the appropriate communication client/profile:
Tip: Here's two other ways you can enroll devices for users:
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Click 'Assets' > 'User Management' > 'User List' > click the name of a user to open their details screen > click 'Enroll Device'
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Click 'Assets' > 'Devices' > 'Device List' > 'Enroll Device.'
The following sections contain help per device operating system:
Note - See Appendix 1 for a list of ports that Xcitium uses to communicate with endpoints and Xcitium servers. |