Managing End-User Self Service

With the Self Service Client application, you can publish software to Windows endpoints so that users can install software on their own without the need for IT to install them. To use the Self Service Client application on your Windows endpoints, you must create a self service profile in Deploy version 1.2 or later.

Before you begin

Create a self service profile

  1. From the Deploy menu, go to Self Service Profiles and then click Create Profile.
  2. Provide a name and optionally a description for the profile.
  3. Select computer groups or define a group of computers to target.
  4. (Optional) Deselect Use Latest if you want to add versions of software packages other than the latest.
  5. To choose packages or bundles to include in the profile, click Add next to the available package or bundle.
    You can also select multiple packages or bundles and click Add to add multiple packages or bundles at the same time.
    1. Select whether the package or bundle is allowed to be installed, updated, or removed in the Self Service Client application.
      By default, bundles are allowed only to be installed. Some options cannot be deselected.
    2. If a package or bundle requires a restart of the endpoint, you can select Restart Required.
  6. Click Create Profile.

View self service profiles

From the Deploy menu, go to Self Service Profiles to view all self service profiles.

This page displays all currently defined profiles and basic information about those profiles. You can expand the profile to view more detail about the profile, including the defined software packages and the allowed actions that are associated with each package. This expanded detail also shows the targeted groups or questions for the profile.

Edit a self service profile

To edit a self service profile, click the profile name and then click Edit.

Delete a self service profile

To delete a self service profile, click the profile name and then click Delete .

Track usage statistics

You can check the status of packages or bundles that are used in the Self Service Client application and track usage statistics of the Self Service Client application on endpoints.

From the Deploy menu, go to Deployments and then click Self Service. This page displays all software packages and bundles that are included in self service profiles. It also shows the number of times a given operation was performed for each package.

Use the Self Service Client application on endpoints

The Self Service Client application lets you install, update, or remove software applications on endpoints. You can customize the End-User Self Service interface with a custom name, support link, logo, and shortcut icon. For more information about customizing the Self Service Client interface, see Tanium End User Notifications User Guide: Customizing the End-User Self Service interface.

The Self Service Client application includes the following tabs:

Catalog

On the Catalog tab, you can perform the following actions:

  • See a list of all available software applications in the catalog. You can filter to show applications to be installed, removed, or updated, or to show only the applications available to the endpoint. You can also select a gallery or list view, and that view automatically adjusts based on the resolution set on the endpoint.

  • See all active deployments in the Current Activity area at the top of the tab, until the install, update, or removal is complete.

  • Select additional languages that you have enabled in the End User Notifications settings. For more information, see Tanium End User Notifications User Guide: Customizing the End-User Self Service interface.

  • See additional details about each available package. Hover your mouse over the information icon for each package to see additional details about the package. You can configure those details, including the name of the package, on each software package.

    For more information, see Create a software package.

Updates

On the Updates tab, you can see updates that are available for installed software applications.

History

On the History tab, you can see any completed activities that occurred on the system, as well as who initiated the activity. You can filter results by deployment type, as well as by time period.

Activity

On the Activity tab, you can see current and upcoming deployment activity. You can also select Run Now to start the deployment before its scheduled start time. However, you can hide upcoming deployment activity on the Activity tab by selecting Hide from Self Service Client when you configure the deployment. Similarly, if you do not select Make Available Before Start Time when you configure the deployment, then end users cannot start a deployment before its scheduled start time. For more information, see Deploy a software package or bundle.