- Install the primary image OS and required applications
- Install the Carbon Black Cloud Sensor with CLI_USERS switch to ensure RepCLI Authentication is enabled
- If Background Scan or Local Scanner are disabled, please skip to Step 4
- Verify that Background Scan has completed and Policy has updated. See Check Background Scan Status of Carbon Black Cloud Sensor
- Verify that virus signature files have been updated to the latest using RepCLI. See How to manually Update Virus Definition Signature via RepCLI
- As the final preparation step, schedule the command "repcli reregister now" to run on the clones, not on the "primary/golden" image, ideally as a scheduled task (or GPO) upon login OR restart, preferably from a batch file, and a five-minute delay if scheduled at bootup, change "Primary" with the computer name of the master machine.
NOTE: Do not run commands repcli reregister now or repcli reregister onrestart on the golden image. Either command turns the golden image into a clone, which might de-register other pre-existing clones because they become orphans. Also, do not enable auto-cleanup of deregister devices. Keeping this capability off will ensure no persistent full clones get auto-deregistered.
- Shut down the machine
NOTE: By default, every newly installed sensor is assigned to the Standard policy unless otherwise specified. The endpoint inherits the policy from the primary image unless you have previously created sensor groups, and the installed sensor matches a sensor group’s criteria. Manual policy assignment post-installation overrides the inheritance. If GROUP_NAME or POLICY_NAME was used to install the primary image OS into a specific VDI policy (e.g. VDI Standard), move the primary image OS to a separate policy (e.g. Standard).
NOTE: Disable Local Scanner and Background Scan on the specified VDI policy (e.g. VDI Standard) to be used for non-persistent VDI endpoints. Persistent VDI endpoints also should be managed in a separate policy.
- Create the primary image/VM template
- Deployed clones will register as separate devices and be assigned a new device ID at boot
- To create a new template, repeat steps 4-6.