Converting an unmanaged client to a managed client

Article:HOWTO27437  |  Created: 2010-01-08  |  Updated: 2010-01-20  |  Article URL http://www.symantec.com/docs/HOWTO27437
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Converting an unmanaged client to a managed client

If a user installed a client from the installation CD, the client is unmanaged and does not communicate with the management server.

You can convert the unmanaged client to a managed client by using the following process:

  • You export a file that includes all the communication settings for the group that you want the client to be in.

    The default file name is group name_sylink.xml.

  • You deploy the file to the client computer.

    You can either save the file to a network location or send it to an individual user on the client computer.

  • On the client computer, you or the user imports the file.

    You do not need to restart the client computer.

The client immediately connects to the management server. The management server places the client in the group that is specified in the communication file. The client is updated with the group's policies and settings. After the client and the management server communicate, the notification area icon with the green dot appears in the client computer's taskbar.

Unmanaged clients are not password-protected, so the user does not need a password on the client. However, if the user tries to import a file onto a managed client that is password-protected, then the user must enter a password. The password is the same one that is used to import or export a policy.

See Password-protecting the client.

You may also need to redirect a managed client to another server.

See Recovering client communication settings by using the SylinkDrop tool.

See Assigning a management server list to a group and location.

To export the communications settings from the server

  1. In the console, click Clients.

  2. Under View Clients, select the group in which you want the client to appear.

  3. Right-click the group, and then click Export Communication Settings.

  4. In the Export Communication Settings for group name dialog box, click Browse.

  5. In the Select Export File dialog box, locate the folder to where you want to export the .xml file, and then click OK.

  6. In the Export Communication Settings for group name dialog box, select one of the following options:

    • To apply the policies from the group from which the computer is a member, click Computer Mode.

    • To apply the policies from the group from which the user is a member, click User Mode.

  7. Click Export.

    If the file name already exists, click OK to overwrite it or Cancel to save the file with a new file name.

    To finish the conversion, you or a user must import the communications setting on the client computer.

To import the server communications settings into the client

  1. Open Symantec Endpoint Protection on the computer that you want to convert to a managed client.

  2. In the upper right, click Help and Support, and then click Troubleshooting.

  3. In the Troubleshooting dialog box, under Communication Settings, click Import.

  4. In the Import Communication Settings dialog box, locate the group name_sylink.xml file, and then click Open.

  5. Click Close to close the Troubleshooting dialog box.

    After you import the communications file, and the client and the management server communicate, the notification area icon with appears in the computer's taskbar. The green dot indicates that the client and the management server are in communication with each other.


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Article URL http://www.symantec.com/docs/HOWTO27437


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