Step 5 - Enroll user devices
The
next step is to add user devices for management.
Process in brief:
-
Click 'Management' > '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.
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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 AEP 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.
Enroll user devices
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Click 'Management' > 'User Management' > 'User List'
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Select users for whom you want to enroll devices
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Click 'Enroll Device'
This starts step 1 of the device enrollment wizard:
Step 1 - Device Options
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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 |
---|---|
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:
|
Device Name Options |
|
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Click 'Next' to proceed to step 3
Setting |
Description |
---|---|
Choose platform. |
Select Linux OS version.
|
Device Name Options |
|
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Click 'Next' to proceed to step 3
Setting |
Description |
---|---|
Select Method |
|
Device Name Options |
|
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Click 'Next' to proceed to step 3
Setting | Description |
Device Name Options |
|
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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 'Management' > 'User Management' > 'User List' > click the name of a user to open their details screen > click 'Enroll Device'
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Click 'ITSM' > 'Device Management' > 'Device List' > 'Enroll Device'
Enroll devices
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The user should open the mail on the device itself and click the device enrollment link.
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This starts a wizard which lets them download the appropriate client software for their device. An example is shown below:
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Once installed, the client software will connect the device to Xcitium Enterprise.
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The following sections explain the enrollment process on different operating systems:
Enroll Android Devices
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There are two steps to enroll Android devices:
Step 1 - Download and Install the communication client
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The user should open the mail on the device itself and open the device enrollment link.
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Next, tap 'Get it on Google Play' to download and install the client software.
Step 2 - Configure the communication client
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After installation in step 1, the user should go back to the device enrollment page and tap the 'Enroll' button under 'Step 2':
Next, the user has to tap
'Activate' to enroll the device.
Enroll iPhones, iPods and iPads
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Device owners should open the mail on the device itself and tap the enrollment link. This will take them to the device enrollment wizard.
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Tap 'Download MDM Profile'.
The 'Install Profile' wizard starts:
Note: Users must keep their device switched on at all times during enrollment. The enrollment process may fail if the device auto-locks or enters standby. |
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Tap 'Install' and follow the steps in the wizard.
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Then touch 'Install' at the app installation screen.
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The app is required to connect the device to Xcitium Enterprise:
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The app is downloaded from the Apple store using the user's account.
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After installation, tap the green 'Run After Install' icon on the home screen:
The
device is now enrolled and connected to Xcitium.
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Users should open the mail on the device itself and open the device enrollment link
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The following wizard opens:
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Click the 'Download Windows Installer' button.
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The Xcitium client setup file gets downloaded.
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Double-click on the file to install the communication client.
The device automatically gets added to Xcitium Enterprise once installation is complete. Xcitium Client Security is installed if you chose it in the setup wizard. You also have the option to install XCS manually after device enrollment.
The client icon appears at the bottom-right of the endpoint screen.
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Users should open the mail on the device itself and open the device enrollment link
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The device enrollment wizard starts:
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Click 'Download mac OS Installer' in the wizard and save the setup file
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Open the setup file to install the communication client.
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Follow the wizard to complete the installation.
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The profiles screen will show you details of the Xcitium Enterprise profile, if you have chosen to install it.
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The device is automatically added to Xcitium Enterprise once the installation is complete. XCS is installed if you included it in the setup wizard.
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Users should open the mail on the device itself and open the device enrollment link
-
The device enrollment wizard starts:
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Click the 'Download Linux Installer' button and save the file:
The communication client can be installed the device by completing the following:
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Change installer mode to executable - enter the following command:
$ chmod +x {$installation file$}
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Run installer with root privileges - enter the following command:
$ sudo ./{$installation file$}
For example:
chmod +x itsm_cTjIw6gG_installer.run
sudo./itsm_cTjIw6gG_installer.run
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The device is automatically added to Xcitium Enterprise once the installation is complete. XCS is installed if you included it in the setup wizard.