Roaming Agent
Quick Start Guide
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Document Version: VB-RQSG-7.0.4
Last updated: September 23, 2014
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Roaming Agents
VIPRE Business 7 includes new roaming agent functionality.
When an agent can no longer talk directly with the Console, it becomes a roaming
agent. Roaming agents communicate to the Console through the VIPRE Roaming
Service (VRS).
Roaming allows for easier management of remote agents, as you no longer need to use
firewall port forwarding to retain a remote agent connection.
The roaming service acts as a holding queue for messages between the Console and
roaming agents. The Console checks the VIPRE Roaming Service every 5 minutes for
incoming roaming agent messages.
When an agent is connected directly to the Console, it has a call in period of once every
5 minutes. If an agent is unable to connect directly to the Console, it is considered a
roaming agent. When roaming, the call in period changes (by default) to once per hour.
AP (Active Protection) events will still be handled immediately.
Types of Roaming Agents
There are two distinct types of roaming agents:
•
You may configure a previously installed “regular” agent as a roaming agent. This
means any existing agent can be configured to roam, once it is installed locally on the
network.
•
You may install an agent on a remote machine that has no direct VIPRE Console
contact. This uses the Roaming Agent installation package, and allows for a full
installation without direct contact with the VIPRE server.
Turning Roaming On
Roaming is controlled on both the site level and policy level. You must enable both for
roaming to function correctly.
To enable roaming agent installation at the site level
1. Select Admin Console > Site Properties.
2. From the left pane, click Roaming Agent Installation.
3. Select Allow, from under Roaming Agent Installation. This enables roaming agent
installations to contact VIPRE Site Service for all the policies under the site.
4. Click OK.
To enable roaming agent installation at the policy level
1. Select Admin Console > Site Navigator.
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2. From the left pane, click the policy you wish change.
3. Click the Enable roaming for this policy link.
Approving Roaming Agents
When a roaming agent calls in for the first time, the admin must manually approve or
reject the pending roaming installation. Alternatively, a policy can be set to auto-approve
pending roaming installations.
To approve or reject a pending roaming installation
1. Select Admin Console > Site Navigator.
2. From the left pane, click the policy you wish change.
3. For the agent in question, in the Install column, click Approve or Reject.
NOTE
Some pending roaming installs may not immediately show as pending.
To resolve this, select a different policy, and then click back to the policy
in question.
To set a policy to auto-approve roaming installations
1.
2.
3.
4.
5.
6.
Select Admin Console > Site Navigator.
From the left pane, click the policy you wish change.
Click the Settings tab, then Properties. The Policy Properties window will display.
Select Agent > Roaming Agents from the left pane.
Click the Automatically approve roaming installations for this policy check box.
Click OK.
Creating a Roaming Installer
You may create roaming agent installation packages to enable a remote machine to
roam. This can be used to install the agent on laptops or in remote offices.
To create a roaming installation package
1.
2.
3.
4.
5.
Select Admin Console > Install Agent. The Install Agent Wizard will launch.
From the drop down, choose the type of device you are installing to, and click Continue.
From the drop down, choose the policy this device will adhere to, and click Continue.
Select Roaming Installation. Optionally:
Select the Make the installer expire after ten days check box to limit the amount of time
the installer may be used,
Or
Select the Allow only “x” installations with this package check box to limit the number of
installations to a number of your choosing (10 by default).
6. Click Continue.
7. Enter or browse to the location where you would like the installation file to be saved, and
then click Continue.
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8. You should see a message confirming successful creation of the EXE package. Click
Finish.
9. Distribute this file to your end-user.
NOTE
Roaming agents receive their definitions updates from ThreatTrack, not
through the Console.
NOTE
Roaming agents will not auto-update their versions. An administrator
must create a new roaming installation package and send it to the user
for installation.
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Contacting VIPRE Business Support
USA, CANADA AND CENTRAL AND SOUTH AMERICA
Business and Enterprise Customers
33 North Garden Ave., Clearwater, FL 33755, USA
Telephone: +1 (877) 757-4094
support.threattracksecurity.com
VIPRE Sales
33 North Garden Ave., Clearwater, FL 33755, USA
Telephone: +1 (855) 885-5566 (+1 727-324-0001)
Email: [email protected]
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