IT Guide: Clari Copilot Desktop App Setup

This guide will help you set up your desktop application for both Mac and Windows systems. 

Download the Clari Copilot Desktop app from https://copilot.clari.com/settings#downloads

For Microsoft Intunes

1. Intune - Microsoft Intune admin center

2. Azure Portal - Microsoft Azure

Download Desktop App Guide

Version Information

Enterprise IT teams can track the current version of the application using these YAML configuration files:

• Windows: https://strings-rta-public.s3.us-east-1.amazonaws.com/enterprise/latest.yml

• macOS: https://strings-rta-public.s3.us-east-1.amazonaws.com/enterprise/latest-mac.yml

Example of version information structure:

version: 2.8.3

files:

• url: Clari Copilot-2.8.3.exe

    sha512: EDx1P0iLWrNRFo5Io42tcHRLTrwnOJfsYkkKMM1jgWYIFsBG25FPzPzu6yTV1EjXNehKTrkAMescQY7zzZPQNw==

    size: 108668688

path: Clari Copilot-2.8.3.exe

sha512: EDx1P0iLWrNRFo5Io42tcHRLTrwnOJfsYkkKMM1jgWYIFsBG25FPzPzu6yTV1EjXNehKTrkAMescQY7zzZPQNw==

releaseDate: 2025-03-21T06:09:43.313Z

Installation

Downloading Latest Versions

1. Access the appropriate YAML file for your operating system

2. Note the path attribute from the YAML file

3. Construct the download URL using this format:

https://strings-rta-public.s3.us-east-1.amazonaws.com/enterprise/${path}

Example download URL:

https://strings-rta-public.s3.us-east-1.amazonaws.com/enterprise/Clari Copilot-2.8.3.exe (Windows)

https://strings-rta-public.s3.us-east-1.amazonaws.com/enterprise/Clari Copilot-2.8.3.dmg (OS)

Mac

Step 1: Uploading the Build to Intune

Follow these steps to upload the build to Intune:

1. Log in to Intune.

2. Navigate to Apps > All Apps.

3. Click on add.

4. Select the app type to be .dmg from the dropdown.

Fill out the form with the following details:

• Upload the .dmg file generated in the dist folder.

• Enter Clari Copilot as the publisher's name.

• Upload the logo from the assets folder.

• Select a minimum operating system.

• Enter bundle id and app version.

6. Choose the required group for all devices.

7. Click on finish to upload the application.

Windows

Note: Intune requires a minimum of the Windows Pro edition. It will not work with the Home edition.

Step 1: Choosing between Required vs. Available Installation Flow

• In the Required flow, the application is installed automatically and Azure AAD setup is needed.

• In the Available flow, the user needs to install the application manually from the company portal. Azure AAD setup is not needed.

Required Installation Flow

Azure AAD Setup

• On your Windows machine navigate to Settings > Accounts > Access work or school

• Click on connect work or the School account

• Click on connection with Azure AD

• Enter the provided credentials

• After successful authentication, the device will be registered with Azure AAD

• Navigate to Azure Home page > Azure Active Directory > users > user > licenses and add the following licenses, if they are not already present:

  • Azure Active Directory Premium P2

  • Enterprise Mobility + Security E5

  • Intune

Intune Setup

• Download the company portal app for windows

• Sign in using the shared credentials

• After 15-30 minutes, the device should be visible in Intune admin center > devices > all devices

Uploading the Application

• Navigate to Intune admin center > apps > All apps

• Click on add

• Select the app type to be win32 from the dropdown

• Select the intune created file above to upload

• Fill out the name, description, and publisher

• Enter Clari Copilot.exe as the install command

• Enter Uninstall Clari Copilot.exe as the uninstall command

• Set the install behavior to system

• Select requirements as per the machine

• For detection rules:

  • Manually configure detection rules

  • Click on add

  • Select rule type is File

  • Add Path as C:\Program Files\Clari Copilot

  • Add file or folder as Clari Copilot.exe

  • Set the Detection method as File or folder exists

• In the assignment under required, select All Devices

• Wait for the application to be uploaded.

• The application will be installed automatically on the machine in ~1-2 hours

Available for Enrolled Devices Flow

Intune Setup

• Download the company portal app for Windows

• Sign in using the credentials shared above

• After 15-30 minutes, the device should be visible in Intune admin center > devices > all devices

Uploading the Application

• Navigate to Intune admin center > apps > All apps

• Click on add

• Select the app type to be win32 from the dropdown

• Select the intune created file above to upload

• Fill out the name, description, and publisher

• Enter Clari Copilot.exe as the install command

• Enter Uninstall Clari Copilot.exe as the uninstall command

• Set the install behavior to system

• Select requirements as per the machine

• For detection rules:

  • Manually configure detection rules

  • Click on add

  • Select rule type is File

  • Add Path as C:\\Program Files\\Clari Copilot

  • Add file or folder as Clari Copilot.exe

  • Set the Detection method as File or folder exists

• In the assignment under available for enrolled devices, select All Devices

• Wait for the application to be uploaded.

• The application will be installed automatically on the machine in ~1-2 hours

Notes

1. For the required group, do not select all devices and all users together. With this configuration, the application is not installed on the enrolled devices. This is based on feedback received from the Microsoft customer team.

2. When asked to ignore the app version, please choose No.

Version Rollback Process

Accessing Previous Versions

If a rollback is needed, IT teams can access previous versions through the releases file:

https://strings-rta-public.s3.us-east-1.amazonaws.com/enterprise/releases.yml

The releases file contains information about all enterprise builds starting from version 2.7.1 onwards, including:

• Version numbers

• File paths

• Checksums

• Release dates

• Target operating system

Release File Structure

• version: 2.7.1

  files:

• url: Clari Copilot-2.7.1.exe

      sha512: 4OnweCcgLT+zp4I3TXuCSQxdpozrVE793UUV0cRLkkmdb6nLFSfS1j8eCddFytOOh1bvnzC/ZBaRUTYhDwISzA==

      size: 108667358

  path: Clari Copilot-2.7.1.exe

  sha512: 4OnweCcgLT+zp4I3TXuCSQxdpozrVE793UUV0cRLkkmdb6nLFSfS1j8eCddFytOOh1bvnzC/ZBaRUTYhDwISzA==

  releaseDate: 2025-01-23T07:12:53.717Z

  targetOS: win

Operating System Identification

• Windows builds are marked with targetOS: win

• macOS builds are marked with targetOS: mac

Performing a Rollback

1. Access the releases.yml file

2. Locate the desired version for your operating system

3. Use the path attribute to construct the download URL as described in the Installation section

4. Deploy the selected version to your organization