Installation Guide Wyse Device Manager™ Release 4.9.1 Issue: 042012 PN: 883886-01 Rev.
Copyright Notices © 2012, Wyse Technology Inc. All rights reserved. This manual and the software and firmware described in it are copyrighted. You may not reproduce, transmit, transcribe, store in a retrieval system, or translate into any language or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual or otherwise, any part of this publication without express written permission.
Contents 1 Introduction 1 About this Guide 2 Finding the Information You Need in this Guide Wyse Technical Support 2 Related Documentation and Services 2 Wyse Online Community 2 2 2 Preparing for Installation 3 Pre-Installation Checklist 3 Hardware Requirements 6 Software Requirements 6 Communication Port Requirements 7 Upgrading Requirements 8 Requirements for Managing PCoIP Devices 9 Creating a DNS Service Location (SRV) Resource Record for Wyse ThreadX Devices 9 3 Installing or Upgrading WDM Workgr
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1 Introduction Wyse Device ManagerTM (WDM) software is the premier enterprise solution for managing network intelligent devices simply, remotely, and securely.
2 Chapter 1 About this Guide This guide provides the step-by-step instructions you need to install and configure a WDM environment. It also includes the requirements you must address before you begin the installation procedures. This guide is intended for experienced network administrators and Information Technology professionals who have installed and configured Windows operating systems and applications.
2 Preparing for Installation This chapter contains the pre-installation requirements you must complete to prepare the environment for WDM installation and configuration. After you have completed all pre-installation requirements, you can continue with the installation/upgrade you want ("Installing or Upgrading WDM Workgroup Edition" or "Installing or Upgrading WDM Enterprise Edition").
4 Chapter 2 • • WDM Workgroup Edition Only: · You do not need to obtain special licenses to install WDM (you will use the WDM Workgroup Sales Key that appears by default in the InstallShield Wizard). · Ensure your FTP service is running (see also "How the WDM Installer Installs and Configures FTP"). Note that you can ignore all HTTP/HTTPS information in this guide, as you must use FTP. · Ignore all WebDAV for Microsoft Windows information in this guide (you do not need WebDAV for Microsoft Windows).
Preparing for Installation • 5 Upgrading Current WDM Installations Only: · Planning for Upgrading - WDM 4.9.1 supports an upgrade from WDM version 4.9.0 ONLY. You cannot upgrade from any other version. IMPORTANT: After upgrading to WDM 4.9.1, you must upgrade all devices with the latest HAgent packages available to ensure your devices can be managed using WDM. Be sure to consult the latest WDM Release Notes. WDM 4.9.0 supports direct upgrades from WDM version 4.8.0, or 4.8.5.
6 Chapter 2 Hardware Requirements Depending on your operating system, be sure the machine(s) to which you will install WDM meets or exceeds the minimum system requirements shown in Table 1 for 32-bit operating systems or in Table 2 for 64-bit operating systems (as these are general guidelines, be sure to refer to your operating system documentation for details on hardware requirements).
7 Preparing for Installation Communication Port Requirements To perform their full range of management functions, WDM software components require certain ports to remain open on your servers, routers, and switches. For example, WDM relies on the HTTP/HTTPS communications port designated by your Web service (such as Microsoft Internet Information Service) for push operations (push refers to operations initiated by WDM and sent/pushed to devices).
8 Chapter 2 Table 4 Communication Ports, Continued WDM Component Protocol Port Function OLE DB 1433 (default) Can be configured during installation Communicate with the WDM Database. HTTP 8008 Communicate with the GUI and Web Service. DHCP 67 68 4011 Process UDP requests from PXE-enabled devices to the Standard Service. TFTP 69 Download bootable image to enable management processing. HTTP 80 Communicate with the Web Service regarding actions and status of current task.
Preparing for Installation 9 Requirements for Managing PCoIP Devices PCoIP devices (running ThreadX firmware) require a DNS Service Location (SRV) resource record to perform the following actions: • Partial Check-In (heartbeat) - Where the device performs a heartbeat check-in every 5 minutes (this amount of time is not configurable).
10 Chapter 2 Figure 2 Service Location (SRV) 3. Select the Service Location (SRV) resource record type and then click Create Record to open the New Resource Record dialog box. Figure 3 New Resource Record 4. Use the following guidelines (Domain is automatically shown): • Enter _Pcoip-tool in the Service box. • Enter _tcp in the Protocol box. • (Optional) Enter the value you want for this WDM server in the Priority box (the lower the priority value the higher the priority).
3 Installing or Upgrading WDM Workgroup Edition This section provides the detailed procedures you must complete to install or upgrade WDM Workgroup Edition. Caution Be sure you have completed all pre-installation requirements as described in "Preparing for Installation" before you begin installing or upgrading WDM Workgroup Edition.
12 Chapter 3 Installing or Upgrading Procedures (WDM Workgroup Edition) The WDM Workgroup Edition installation wizard automatically detects whether a new installation or an upgrade installation is needed, and guides you through the process. Use the following guidelines: 1. Download and extract the WDM Workgroup Edition files to a folder on the machine to which you will install WDM (for upgrades, this is the machine on which you are currently running WDM Workgroup Edition version 4.9.0). 2.
Installing or Upgrading WDM Workgroup Edition 13 • Be Sure to Carefully Follow the WDM Prerequisite Utility - It finds out what you have and what you need, and then guides you through all the steps needed for your environment. • If You are Upgrading - Be sure to use the correct system administrator password (SA Password) for the current installation of your WDM Workgroup Edition.
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4 Installing or Upgrading WDM Enterprise Edition This section provides the detailed procedures you must complete to install or upgrade WDM Enterprise Edition. Caution Be sure you have completed all pre-installation requirements as described in "Preparing for Installation" before you begin installing or upgrading WDM Enterprise Edition.
16 Chapter 4 About Evaluation Licensing If you are installing WDM Enterprise Edition for evaluation, you must use an Enterprise Evaluation License Key to install and use WDM for 30 days.
Installing or Upgrading WDM Enterprise Edition 17 Use the following guidelines: Tip Use the Correct Key - For all WDM Enterprise Edition installations or upgrades (Typical or Custom) be sure to use the correct WDM Enterprise Sales Key or Enterprise Evaluation License Key provided to you by Wyse (after purchase, you should have received an email from Wyse or your reseller with full instructions on registering and generating your WDM Enterprise Sales Key; if you did not receive this email, contact your rese
18 Chapter 4 • If You are Upgrading - Be sure to use the correct system administrator password (SA Password) for the current installations of your WDM Enterprise Edition. • For Typical Installations and Upgrades, Use Defaults - It is recommended to use the InstallShield Wizard recommendations. IMPORTANT: Typical installations are for FTP use only. If you want to use HTTP or HTTPS, you must perform a custom installation (see "Detailed Custom Installation and Upgrade Instructions").
Installing or Upgrading WDM Enterprise Edition 19 Detailed Custom Installation and Upgrade Instructions Whether you are performing a Custom installation or upgrade on a single server or multiple servers, you must install or upgrade the WDM components in the following order: 1. WDM Database (Database) - There can be only one instance of this WDM Database in your WDM environment. 2.
20 Chapter 4 WDM Database Installation Tips You Need to Know Depending on how you are installing, use the following guidelines when prompted for Database configurations during an installation or upgrade: • If you are installing a new WDM Database on a server - be sure to select the The Wyse Device Manager database has not been installed option.
Installing or Upgrading WDM Enterprise Edition Figure 8 • SQL Server Properties If you have already installed the WDM Database on a separate server and you are currently installing other WDM components on a server - the InstallShield Wizard will prompt you for a WDM Database confirmation. Be sure to select the correct server name, enter the correct TCP/IP Port, and enter the correct database password (for the default user named rapport).
22 Chapter 4 Software Repository Installation Tips You Need to Know Depending on how you are installing, use the following guidelines when prompted for Repository configurations during an installation or upgrade: Tip If your network has multiple subnets, consider deploying a copy of the WDM Software Repository (Repository) on each subnet to allow you to store large device applications and image files locally.
Installing or Upgrading WDM Enterprise Edition · Windows Authentication - This is the most secure form of authentication in IIS. When you log in, Windows NT validates your login and only your username is transmitted over the network. Your password is not transmitted. · Basic Authentication - This authentication mode requires you to log in with a valid Windows NT username and password to access the system. The password is transmitted over the network in clear text.
24 Chapter 4 Administrator Console Installation Tips You Need to Know If you are installing multiple instances of the Administrator Console (MMC Snap-in) in your WDM environment and want to use other administrators for additional Administrator Console installations, you must do the following (in the order presented): Caution These instructions do not pertain to the initial installation of the Administrator Console for the local administrator. 1.
A Activating Your Sales Key This appendix includes the detailed steps you must complete to activate your Sales Key (WDM Workgroup Sales Key or WDM Enterprise Sales Key). Tip A WDM Enterprise Evaluation License Key cannot be activated. Caution Be sure to perform the activation (enter an Activation Code) on the server to which you installed the Administrator Console (MMC Snap-in). Use the following guidelines: 1.
26 Appendix A Figure 14 Licensing Wizard 4. Note your Sales Key and Non-activated Key numbers as you will use them in the online WDM licensing form. Tip If the server on which you installed the Administrator Console (MMC Snap-in) has internet access, you can copy-and-paste the Sales Key and Non-activated Key numbers from the Key Information area of the Licensing Wizard into the online WDM licensing form. 5.
B Uninstalling WDM When using a Microsoft Windows remove program feature (such as Add and Remove Programs or Programs and Features) to remove WDM, the database server will require login credentials to complete the uninstallation of WDM. Figure 16 Database Server Login Credentials Depending on your WDM installation, do one of the following: • WDM Workgroup Edition - You must enter sa for the Login ID and enter ThinMgmt_451 for the Password.
28 Appendix B Figure 17 Microsoft data execution prevention message - example Figure 18 IIS error message - example Open the IIS Web Sites Properties dialog box (according to the IIS documentation for your server version). Figure 19 Remove the RapportFilter entry from IIS - example On the ISAPI Filters tab, select RapportFilter from the list, click Remove, confirm, and then click OK. After removing the RapportFilter entry from IIS, restart the server.
C Reference and Troubleshooting: FTP, IIS, and Firewall Information Although WDM automatically installs and configures everything you need for WDM use with respect to FTP, IIS, and the Windows Firewall, the following reference information can be useful for understanding your environment and for various troubleshooting purposes.
30 Appendix C How the WDM Installer Installs and Configures FTP Depending on your server version, use one of the following sections to understand how FTP is installed and configured for use with WDM (information is presented as if you would complete the procedures manually): • "Installing and Configuring FTP on Windows Server 2008" • "Installing and Configuring FTP on Windows Server 2008 R2" • "Installing and Configuring FTP on Windows 7" Installing and Configuring FTP on Windows Server 2008 Before
Reference and Troubleshooting: FTP, IIS, and Firewall Information Figure 21 31 Select Role Services 4. Under Role Services, expand FTP Publishing Service, select the FTP Server and FTP Management Console check boxes, and then click Next to open the Confirm Installation Selections window. 5. After confirming, click Install. 6. After installation is complete (the Results window displays a successful installation), click Close. Use the following guidelines to configure FTP on Windows Server 2008: 1.
32 Appendix C Figure 23 Default FTP Site 5. In the tree pane, right-click on Default FTP Site, and then select Properties to open the Properties dialog box. Figure 24 Properties 6. Click the Security Accounts tab and be sure that the Allow Anonymous Connections check box is selected.
Reference and Troubleshooting: FTP, IIS, and Firewall Information 33 7. Click the Home Directory tab and be sure that the Read, Write and Log visits check boxes are selected. 8. Click Apply, and then click OK. 9. Close the Internet Information Services (IIS) Manager window. 10.The FTP server is now configured to accept incoming FTP requests. Copy or move the files that you want to make available to the FTP publishing folder for access.
34 Appendix C Installing and Configuring FTP on Windows Server 2008 R2 Before setting up your own FTP server in Windows, you must be sure that Internet Information Services (IIS) has already been installed on the server. 1. On the taskbar, click Start > Administrative Tools > Server Manager to open the Server Manager window. 2. In the Server Manager tree pane, expand Roles, and then click Web Server (IIS) to open the Web Server (IIS) window. Figure 26 Web Server (IIS) 3.
Reference and Troubleshooting: FTP, IIS, and Firewall Information 35 Use the following guidelines to configure FTP on Windows Server 2008 R2: 1. On the taskbar, click Start > Administrative Tools > Internet Information Services (IIS) Manager to open the Internet Information Services (IIS) Manager window. Figure 28 Internet Information Services (IIS) Manager 2. In the tree pane, right-click on Sites, and then select Add FTP Site to begin creating an FTP site. Figure 29 Site Information 3.
36 Appendix C Figure 30 Binding and SSL Settings 4. Keep the default value for IP Address as All unassigned and port as 21. 5. Select the Start FTP site automatically check box, change the SSL option to No SSL, and then click Next. Figure 31 Authentication and Authorization Information 6. Select the Anonymous and Basic Authentication check boxes. 7. Select All users in the Allow access to list. 8. Select the Read and Write check boxes. 9. Click Finish.
Reference and Troubleshooting: FTP, IIS, and Firewall Information 37 Installing and Configuring FTP on Windows 7 Before setting up your own FTP server in Windows, you must be sure that Internet Information Services (IIS) has already been installed on the server. 1. On the taskbar, click Start > Control Panel to open Control Panel. 2. Click Programs > Programs and Features, and then on the left pane click Turn Windows Features on or off to open the Windows Features window. 3.
38 Appendix C Figure 33 Internet Information Services (IIS) Manager 2. In the tree pane, right-click on Sites, and then select Add FTP Site to begin creating an FTP site. Figure 34 Add FTP Site 3. Enter the FTP site name, select the Physical path for the FTP root directory, and then click Next.
Reference and Troubleshooting: FTP, IIS, and Firewall Information Figure 35 39 Binding and SSL Settings 4. Keep the default value for IP Address as All unassigned and port as 21. 5. Select the Start FTP site automatically check box, change the SSL option to No SSL, and then click Next. Figure 36 Authentication and Authorization Information 6. Select the Anonymous and Basic Authentication check boxes. 7. Select All users in the Allow access to list. 8. Select the Read and Write check boxes. 9.
40 Appendix C How the WDM Installer Installs and Configures IIS Depending on your operating system, use one of the following sections to understand how IIS is installed and configured for use with WDM (information is presented as if you would complete the procedures manually): • "Installing IIS 7.0 on Windows Server 2008" • "Installing IIS 7.5 on Windows Server 2008 R2" • "Installing IIS 7.5 on Windows 7" Installing IIS 7.0 on Windows Server 2008 By default, IIS 7.
Reference and Troubleshooting: FTP, IIS, and Firewall Information 41 5. Under Roles Services, expand Web Server, expand Common HTTP Features, and then select the HTTP Redirection check box. 6. Under Web Server, expand Application Development and then select the ISAPI Extensions check box. 7. Under Web Server, expand Security, select the Basic Authentication and Windows Authentication check boxes, and then be sure that the Request Filtering option is cleared. Figure 39 Select Role Services continued 8.
42 Appendix C Installing WebDAV Extension for IIS 7.0 1. Download the 32-bit Installation Package of the WebDAV Extension for IIS 7.0 from: http://blogs.iis.net/robert_mcmurray/archive/2008/03/12/ webdav-extension-for-windows-server-2008-rtm-is-released.aspx 2. After downloading, double-click webdav_x86_rtw.msi to open and use the Microsoft WebDAV Extension for IIS 7.0 Setup wizard. Figure 40 Setup wizard 3. After the software is installed, click Finish. Configuring the Web.
Reference and Troubleshooting: FTP, IIS, and Firewall Information 43 Installing IIS 7.5 on Windows Server 2008 R2 By default, IIS 7.5 is not installed on Windows Server 2008 R2. You can install IIS by using the Add Roles wizard in Server Manager. 1. On the taskbar, click Start > Administrative Tools > Server Manager to open the Server Manager window. 2. In the Server Manager tree pane, select Roles, and then click Add Roles to open the Add Roles Wizard window. 3.
44 Appendix C Figure 42 Select Role Services continued 8. Under Role Services, expand Performance, and then be sure that each option is cleared (Static Content Compression and Dynamic Content Compression should be cleared). 9. Under Role Services, expand Management Tools, and then select the IIS Management Console and IIS Management Scripts and Tools check boxes. 10.
Reference and Troubleshooting: FTP, IIS, and Firewall Information Figure 43 45 DefaultAppPool - Advanced Settings c. Right-click the DefaultAppPool and select Advanced Settings to open the Advanced Settings window. Figure 44 Advanced Settings d. In the General section, ensure that Enable 32-Bit Applications is set to True. e. In the Process Model section, ensure that Idle Time-out (minutes) is set to 0 (zero) 14.Continue with "Installing or Upgrading WDM Enterprise Edition.
46 Appendix C Installing IIS 7.5 on Windows 7 By default, IIS 7.5 is not installed on Windows 7. You can install IIS by using the Turn Windows Features on or off wizard in Programs and Features. 1. On the taskbar, click Start > Control Panel to open Control Panel. 2. Click Programs > Programs and Features, and then on the left pane click Turn Windows Features on or off to open the Windows Features window. 3. Scroll to Internet Information Services. Figure 45 Internet Information Services 4.
Reference and Troubleshooting: FTP, IIS, and Firewall Information Figure 46 47 Internet Information Services expanded 5. Expand Web Management Tools, and then select the IIS 6 Management Compatibility, IIS Management Console, and IIS Management Scripts and Tools check boxes. 6. Expand World Wide Web Services, expand Application Development Features, and then select the ISAPI Extensions check box. 7.
48 Appendix C Figure 47 Request Filtering 9. Under World Wide Web Services, expand Security, select the Basic Authentication and Windows Authentication check boxes, and then be sure that the Request Filtering option is cleared. 10.Click OK to install IIS. 11. Continue with "Installing or Upgrading WDM Enterprise Edition.
Reference and Troubleshooting: FTP, IIS, and Firewall Information 49 Using Windows Firewall with WDM If you are using Windows Firewall with your WDM Workgroup Edition or your WDM Enterprise Edition, the WDM installer logs on as an administrator and adds the WDM DHCP Proxy, WDM TFTP, Inetinfo, and Rptservicelogs programs to the Programs and Services list on the Exceptions tab of the Windows Firewall dialog box (for information on adding a program to the Windows Firewall exception list, refer to the Microso
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51 Tables 1 2 3 4 Server Hardware Requirements for 32-bit OS Server Hardware Requirements for 64-bit OS Server Software Requirements 6 Communication Ports 7 6 6
Installation Guide Wyse Device ManagerTM Release 4.9.1 Issue: 042012 Written and published by: Wyse Technology Inc.