Agent package

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Before you start:

  • Download and install the latest version of Viewer on the computer where you are going to run the configuration process.
  • If you already have the Host installed and running on the Viewer PC — stop Host (right click on the Host tray icon and select Stop Host).

Where to use

The "Agent" configuration option allows you to customize Agent. You can add your logo and welcome text, and pre-configure Agent settings.

Sample goals

For the purposes of this tutorial, we will assume that you have the following goals when building an Agent package:

  • Goal 1 Enable Internet-ID connection on Agent.
  • Goal 2 Configure Agent to send the Internet-ID access credentials to you via email.
  • Goal 3 Configure Agent to show a disclaimer message at startup. For example, if you are providing remote support services you can display your rate card before a remote session starts.
  • Goal 4 Customize Agent window with your company logo and welcome text.
  • Goal 1 Have the program generate an Internet-ID code and send it to your e-mail address.
  • Goal 2 Use the default (public) Internet-ID server.
  • Goal 3 Also generate a unique access password for each Agent and send it encrypted via email.
  • Goal 4 You want the program to display a disclaimer message at Agent startup. For example, if you are providing remote support services you can display your rate card before a remote session starts.
  • Goal 5 You want the Agent window to display your company logo and welcome text.

Let’s see how you can configure the program to achieve these goals.

Configuration process

Run Viewer as an administrator and select ToolsMSI Configurator:

MSI Configurator button

Step 1: Specify how the configuration process should proceed

Select Online configurator and click Next:

Select configuration option

Important!

In this tutorial we select Online configurator at step 1. With this option your choices are uploaded to our server and a final output file is downloaded. The output file is signed with our digital signature. The Online configurator option is recommended in most cases.

Step 2: Select the type of distribution

Select Agent package and click Next.

Select the type of distribution

Step 3: Advanced options

"Internet-ID" tab

On the "Internet-ID" tab do the following:

  1. Select the following checkboxes (Goal 1):
    • Set or update Internet-ID connection settings
    • Generate a new Internet-ID code
    • Send Internet-ID to email
  2. Select Automatically generate Host password. Each Agent will have a unique randomly generated access password.
  3. Select Use default (public) Internet-ID server. Each Agent will use our company's Internet-ID server in the cloud to broker a remote connection. Select Internet-ID options

Configuring SMTP

In this example we'll be using a free Gmail account without two-factor authentication. Adding SMTP server information will let Agent send an email with access credentials to the email address that you specify (Goal 2).

Important!

If your email account uses 2-factor authentication, you will need to create an "application password". Please, refer to your account documentation for more information. Example: How to sign in using app passwords in Gmail.

  1. Click Configure SMTP...: Click Configure SMTP
  2. Enter your SMTP server account details and access credentials. Modify the message template if necessary and click Send test email: Enter SMTP credentials
  3. If you entered your email account credentials correctly, a "successful" message will appear: Test email successful
  4. You should receive a test message to your "Destination email" address: Test email
  5. In the Configure SMTP window click OK. Read the disclaimer message and click Yes if you agree (and No if you do not agree): Disclaimer
  6. Click Next to proceed to the next configuration step: SMTP configuration finished

On the Internet ID tab do the following:

  • Enable Set or update Internet-ID connection settings
  • Enable Generate a new Internet-ID code and Send Internet-ID to email.
  • Specify your email address (Goal 1).
  • Select Automatically generate Host password (Goal 3).
  • Select Use default (public) Internet-ID server(Goal 2).
Change Internet-ID options

"Other" tab

Switch to the Other tab and check Show disclaimer at startup (Goal 3). Enter the text of the disclaimer in the field.

Change other options

Switch to the Other tab and check Show disclaimer at startup (Goal 4). Enter the text of the disclaimer in the field.

Change other options

"Integrate your logo" tab

Switch to the Integrate your logo tab and add your logo and welcome text in the appropriate fields (Goal 4).

Integrate your logo and welcome text

Click Preview to see how the customized portion of the Agent window will look like after the customization. Close the preview window.

Preview Agent window.

In the MSI Configurator window click Next.

Step 4: Settings update

In this step you can pre-configure Host/Agent settings. Neither of our goals for this tutorial requires Host/Agent settings configuration, so we can skip this step. Select Skip Host settings configuration and click Finish.

Skip Host settings configuration

The configuration process will begin:

Starting configuration

At the end of the configuration process the output file will download:

Downloading output file

You will be prompted to save the output file. Choose a destination and click Save:

Save final output file

Configuration has been finished successfully. Click OK to close the configuration window.

Configuration completed
Skip Host settings configuration

The configuration process will begin:

Starting configuration

At the end of the configuration process the output file will download:

Downloading output file

You will be prompted to save the output file. Choose a destination and click Save:

Save final output file

Configuration has been finished successfully. Click OK to close the configuration window.

Configuration completed

Running Agent

Let's see what will happen when you or your customer run the configured Agent file on a remote computer.

Copy the Agent file onto the target computer and double click the file to run it:

Agent file
Agent file

In the User Account Control (UAC) prompt click Yes:

UAC prompt window
UAC prompt window

You may also need to click Allow access in Windows Firewall message:

Windows Firewall message

A disclaimer window will be shown with the message that you added during configuration (Goal 3). Click Accept:

Disclaimer window

An Agent window with your logo and welcome text will appear. The Ready for connection checkmark means that Agent has successfully connected to an Internet-ID server and is waiting for a remote session to start.

Agent window
Agent window

Adding a new connection to Viewer

Since you have enabled Send Internet-ID to email option (Goal 1) and also chose to generate and send an access password (Goal 2) you should receive an encrypted email with access credentials. To add a new connection to your Viewer please follow the steps described here.

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