CloudRadial Agent Deployment
Purpose
This solution outlines the full process for automatically deploying the CloudRadial agent using ConnectWise RMM, utilizing custom fields, a dynamic device group, a scheduled monitor, and automated installation scripts for both Windows and Mac computers.
Associated Content
Custom Fields
| Name | Example | Type | Level | Required | Purpose | 
|---|---|---|---|---|---|
| CloudRadial Installation | Windows Workstation and Macintosh | Dropdown | COMPANY | Yes | Select operating systems to enable CloudRadial Agent deployment for. | 
| CloudRadial Exclusion Location | Flag | SITE | No | Prevents agent deployment at specific locations. | |
| CloudRadial Exclusion Device | Flag | ENDPOINT | No | Prevents agent deployment to specific endpoints or devices. | |
| CloudRadial Windows DownloadUrl | https://example.com/installer.exe | Text Box | COMPANY | Yes (for Windows) | The URL from which to download the CloudRadial Agent installer for Windows machines. | 
| CloudRadial Mac SERVICE_ENDPOINT | https://service.example.com | Text Box | COMPANY | Yes (for Mac) | Service endpoint URL where the CloudRadial application is hosted. | 
| CloudRadial Mac PARTNER_URL | https://partner.example.com | Text Box | COMPANY | Yes (for Mac) | Partner URL where partner information is hosted. | 
| CloudRadial Mac COMPANY_ID | ABC123 | Text Box | COMPANY | Yes (for Mac) | Company ID used to identify the specific company within the application. | 
Group
| Name | Purpose | 
|---|---|
| CloudRadial Agent Deployment Enabled | Dynamic group targeting devices that are eligible for auto deployment based on OS, installation settings, and exclusion status. | 
Monitor
| Name | Type | Schedule | Purpose | 
|---|---|---|---|
| CloudRadial Agent Deployment | Complex | Every 60 minutes | Monitors and runs the agent installation task on devices missing the CloudRadial agent. | 
Task
| Name | Purpose | 
|---|---|
| Install CloudRadial Agent [Windows, Mac] | PowerShell and Bash scripts that install the CloudRadial agent on Windows and Mac devices respectively. | 
Implementation
Step 1: Create the Required Custom Fields
Create all the custom fields listed above under SETTINGS → Custom Fields in CW RMM. See individual documentation pages for configuration details.
- CloudRadial Installation
- CloudRadial Exclusion Location
- CloudRadial Exclusion Device
- CloudRadial Windows DownloadUrl
- CloudRadial Mac SERVICE_ENDPOINT
- CloudRadial Mac PARTNER_URL
- CloudRadial Mac COMPANY_ID
Step 2: Create the Dynamic Group
Create the group CloudRadial Agent Deployment Enabled under ENDPOINTS → Groups as a dynamic group. This group targets Windows workstations, Windows servers, and Mac devices based on the installation settings and exclusion status.
Step 3: Create the Installation Task
Create the install script task Install CloudRadial Agent [Windows, Mac] under AUTOMATION → Tasks. Set up all required variables and use the detailed scripts from the referenced documentation.
Step 4: Set up the Deployment Monitor
Configure the monitor CloudRadial Agent Deployment under ENDPOINTS → Alerts → Monitors to target the deployment enabled group, running every 60 minutes and triggering the installation task on devices missing the CloudRadial agent.
Step 5: Configure Required Values
Set the Windows DownloadUrl and Mac configuration values (SERVICE_ENDPOINT, PARTNER_URL, COMPANY_ID) in the appropriate custom fields for each client according to your CloudRadial configuration.
FAQ
Q: What happens if an endpoint is excluded at the site or device level?
A: Devices or sites flagged for exclusion will not receive the agent, regardless of task or group membership. However, the Install CloudRadial Agent [Windows, Mac] task can be executed manually.
Q: How often does the solution check devices for agent installation?
A: The monitor runs every 60 minutes, but this can be changed in the monitor's configuration.
Q: Can I trigger the agent install manually?
A: Yes, the Install CloudRadial Agent [Windows, Mac] task can be run on demand independent of monitor or group status.
Q: Where do I find the Windows DownloadUrl and Mac configuration values?
A: These values are provided by CloudRadial and should be obtained from your CloudRadial account or support representative.
Q: What OSes are supported for automated deployment?
A: Supported OS selection is controlled by the CloudRadial Installation custom field (Windows Workstation, Windows Server, Macintosh, or combinations).
Q: Does the installer support verification of successful installation?
A: Yes, both the Windows and Mac logics verify the installation was successful before completing.