How to Add/Modify a Remote Office

Overview

This guide walks you through the steps required to add/modify a remote office in your system. The process includes configuring server details, communication settings, replication policies, and managing devices. Follow each step carefully to ensure a smooth setup.

Table of Contents

  1. Add Remote Office Details
  2. Central Server Details
  3. Communication Details
  4. Distribution Server Details
  5. Distribution Server/WAN Agent to Central Server Communication
  6. Remote Control Settings
  7. OS Deployment Settings
  8. Remote Agent Installation
  9. Managed Computers
  10. Modifying a Remote Office and Distribution Server
  11. Conclusion

Step 1: Add Remote Office Details

Go to Agent->Remoteoffice Click +Add Remote office icon.

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Enter the Remote Office Name and Click Add Description for adding the description related to the Location/Remote Office.

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Step 2: Central Server Details

Central server details are pre-filled. To change the server IP address, click the edit icon. You can enter the IP via LAN or the internet. The HTTP/HTTPS port is set to default 8383.

Note: This change will also update the NAT settings. To Learn more about NAT settings.

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Step 3: Communication Details

Select the communication type: either through a distribution server or direct communication. To Learn more about communication types.

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Step 4: Distribution Server Details

  • Enter the NetBIOS name of the domain for the machine you plan to use as the Distribution Server(DS).(e.g., for a server under the domain "manageengine.com," specify "manageengine").
  • Enter the computer name and IP address. If you have a registered public DNS name, enter it in the FQDN/DNS Name field.
  • Enter the Port number; if it's not required, leave it at the default port number.

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Replication Policy: Ensures softwares and patches are replicated from Central Server to Distribution Server/ Agent with the controlled Data Transfer rate and in a desired day schedules To Learn more about replication policy.

  • If you haven’t created a policy yet, click "Create Policy."
  • Provide a policy name and description (optional).
  • Select the data transfer rate from the drop-down menu.
  • Set the replication interval (in minutes).
  • Choose the days and times to replicate patches and software, then click Save. The policy will be automatically applied.

Note:

  • For Direct Communication type of Remote Office, only Data transfer rate from Replication Policy is applicable.
  • The data transfer rate applies to communication between the Distribution Server and the Central Server, or between the Agent and the Central Server. It does not apply to communication between the Agent and the Distribution Server, as both will typically be on the same LAN.

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Step 5: Distribution Server/WAN Agent to Central Server Communication

Communication is set to HTTPS by default. If needed, you can configure a proxy by enabling the checkbox.

Configure Proxy:

  • Enter the proxy host name.
  • Enter the Proxy server portnumber. 
  • If the Proxy Server is configured with credentials to allow the communications, provide username and password.

Note: If the environment is configured to route all outbound communications through a proxy, ensure that the proxy server details are properly configured to allow the Agent and Distribution Server (DS) to communicate effectively with the Central Server..

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Step 6: Remote Control Settings

Choose the compression level from the dropdown and select the color quality of Remote Control for the Remote Office agents To Learn more about Remote Control.

Step 7: OS Deployment Settings

OS deployment enables automated installation of operating systems on endpoints in remote offices. Select a replication policy and configure the necessary repositories To Learn more about OS deployment.

  • Enter the image repository. If you don’t have one, click "Add Image Repository" in the right pane to create it.
  • Enter the driver repository. If you don’t have one, click "Add Driver Repository" in the right pane.

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Step 8: Remote DS/Agent Installation

Enable the checkbox to automatically install the Distribution Server and WAN Agent. Select the domain credentials. If none are available, click Add CredentialsTo Learn more about Credential Manager.

Note:

  • Remote Agent and Distribution Server(DS)installation are not applicable for Cloud/MSP products To Learn more about Installing Wan Agen/DS.
  • While adding/select domain credentials provide a credentials with access to install DS/Agent in computers.  

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Step 9: Managed Computers

Add the list of computers to be managed under the Remote Office by clicking Add Computer or by importing a CSV file using Import CSV. Once the Remote Office is added, the installation of the Distribution Server and Agent will be triggered automatically based on the configuration and the added list

Modifying a Remote Office

To modify an existing remote office:

  1. Go to the Remote Office section.
  2. Find the office you want to modify and click the Modify icon in the Actions column.
If you have modified the communication type from Direct Communication to Through Distribution server, you have to install a Distribution server to manage that remote office.

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Note: If you intend to modify the Distribution Server (DS) details, please ensure you adhere to the guidelines outlined in the DS modification document. You can access the document by Click here to access the document before proceeding.

Conclusion

By following these steps, you can successfully set up and manage a remote office, ensuring proper synchronization, secure communication, and streamlined OS deployments. Each setting plays a crucial role in maintaining the network's efficiency and security across remote locations.