Download and Install SiteAgent

SiteAgent Overview

The Site Agent section in Asset Management allows you to track and assign assets to specific locations or departments, ensuring accurate asset allocation and inventory management. It also provides visibility into asset distribution across your organization. The Site Agent section in Asset Management allows you to track and assign assets to specific locations or departments, ensuring accurate asset allocation and inventory management. It also provides visibility into asset distribution across your organization.

How to Download SiteAgent?

You can download SiteAgent to enable automated asset detection, tracking, and management across multiple locations. You can download SiteAgent to enable automated asset detection, tracking, and management across multiple locations.

1. Navigate to Settings > Assets Management > Site Agent.

The Site Agent page is displayed.

1. Click Download SiteAgent 2.6.1.208.

Note: This is the latest version available but it may change with future updates.

The BOSSDesk SiteAgent installer is downloaded to your system.

1. Run the installer.

The BOSSDesk SiteAgent Setup Wizard dialog is displayed.

Note:

• If a block is applied, ensure you grant the necessary permissions to allow the setup.
• To install the SiteAgent, ensure the following requirements are satisfied: -- Windows Server 2012 R2 SP1 and above -- .NET Framework 4.8 (Download here)

1. Click Next.

The License Agreement dialog is displayed.

1. After thoroughly reading the license, check the box I accept.
2. Click Next.

The Destination Folder dialog is displayed.

1. Select the destination folder on your system and click Next.

The BOSSDesk Credentials dialog is displayed.

1. Enter the URL and API Key for BOSSDesk.
2. Click Next. The Ready to Install BOSSDesk SiteAgent dialog is displayed.

1. Click the Install.

The User Account Control dialog is displayed.

1. Click Yes.

The BOSSDesk SiteAgent > Completed dialog is displayed.

1. Click Finish. The BOSSDesk SiteAgent is successfully installed.

How to Edit SiteAgent?

You can edit the SiteAgent to ensure that credentials, Active Directory access, WMI-based inventory, user and computer synchronization, and scheduled scans are up-to-date for accurate asset management.

1. Navigate to Settings > Assets Management > SiteAgent.

The SiteAgent page is displayed.

1. Click the Edit (docs/screenshots/Edit Icon.png) icon in the row of the SiteAgent you wish to update.

The Edit SiteAgent page is displayed.

Note:

• The account used in SiteAgent must have Active Directory rights to perform inventory tasks.
• It must have WMI call permissions and be a local admin on all inventoried machines.

• Most users prefer a domain account, but any account with the proper rights can be used.

• Enter the Active Domain credentials for the BOSSDesk account in the Name, Domain Username, Domain Password, and Confirm Password fields respectively.

4. Click Apply and continue.

The Groups section is displayed.

1. Select the group for organizing assets from the What do you want to be used for groups? dropdown list. The available group options are:

2. Departments - Departments filled out in the Active Directory

3. Locations - Location information for asset categorization

4. AD Groups - Security field filled out in the Active Directory

5. Click Apply and continue.

The Computer Synchronization section is displayed.

1. Select organizational units and computers you want to synchronize from Active Directory to BOSSDesk.

Note: The Import New Computers button must be enabled to allow the system to import new computers from the selected Organizational Units.

1. Click Apply and continue.

The User Synchronization section is displayed.

1. Select the users you want to synchronize from Active Directory to BOSSDesk.

Note:

• The Import New Users button must be enabled to allow the system to import new users.
• The Username attribute for identification must be either UserPrincipalName or SAMAccountName.
• You must select the Organizational Units (OUs) where the users are located to import their data.

• If a user is moved to the disabled user section, the system will archive that user.

• Click Apply and continue. The Schedule Settings section is displayed.

1. Enable the Active Import Directory button to configure the user schedules.
2. Select specific days from the Days options to import the users.
3. Enter the time for the schedule to run in the Run at field.
4. Select the organizational unit or computer from which you wish to import the users from the Selected OU dropdown list.
5. Enter a name for the import in the Name field.
6. Enable the Hardware scanning button to configure the hardware schedules.
7. Enable the Software scanning button to configure the software schedules.
8. Enable the Scan Windows Updates button to configure the hardware schedules.

Note:

• A WMI call can be scheduled to run on all computers at a specific time.
• We recommend scheduling the WMI call around 9 or 10 AM, as most computers will be active.

• For hardware and software scans, scheduling around lunchtime is ideal, as most computers are usually turned on.

• Click Apply and Continue.

The Misc section is displayed. 20. Click Apply. The SiteAgent is successfully updated.