FARONICS CORE, Manual

Page 1: ...Faronics Core User Guide 1 CaS 5cWRS...

Page 2: ...onics Deep Freeze Faronics Core Console Faronics Anti Executable Faronics Device Filter Faronics Power Save Faronics Insight Faronics System Profiler and WINSelect are trademarks and or registered tra...

Page 3: ...erview 20 Installing Faronics Core 21 Accessing Core Console 23 Configuring Faronics Core via the Configuration Wizard 25 Configuration Wizard 26 Configuration Steps for the Configuration Wizard 26 Co...

Page 4: ...s 69 Core Console Action Pane 70 Manage Users and Roles 72 Create a User 72 Permissions for User Roles 73 Edit a User 74 Activate or Deactivate a User 76 Custom Workstation Groups 77 Dynamic Custom Wo...

Page 5: ...Faronics Core Console User Guide Contents 5 Appendix B Single Subnet Multiple Core Servers 97 Appendix C Multiple Subnet Multiple Core Servers 99...

Page 6: ...Faronics Core Console User Guide 6 Contents...

Page 7: ...onics Core User Guide 7 Preface Faronics Core provides enterprise deployment and management capabilities for Faronics software solutions Topics Important Information Technical Support Definition of Te...

Page 8: ...f information technology professionals Fueled by a market centric focus Faronics technology innovations benefit educational institutions health care facilities libraries government organizations and c...

Page 9: ...ics com Phone 800 943 6422 or 604 637 3333 Hours 7 00am to 5 00pm Pacific Time Contact Information Web www faronics com Email sales faronics com Phone 800 943 6422 or 604 637 3333 Fax 800 943 6488 or...

Page 10: ...s or Ethernet Hardware Address EHA hardware address adapter address or physical address is a quasi unique identifier assigned to most network adapters or network interface cards NICs by the manufactur...

Page 11: ...Introduction 11 Faronics Core User Guide Introduction This chapter introduces the concept of Faronics Core its components and system requirements Topics Faronics Core Overview System Requirements...

Page 12: ...e Servers and workstations A single instance of Core Console can connect to multiple Core Servers Core Server Logic Tier The management of workstations processing of tasks and communication between Co...

Page 13: ...s Product Loadin and workstation component The workstation component will be the actual product specific features installed on the workstation The Product Loadin will be installed only on the Core Ser...

Page 14: ...workstations Reports Product Loadins add the ability to generate reports compiled from the data reported to the database by the workstations These generated reports appear under the Reports node in th...

Page 15: ...n the user guide are not part of the Faronics Core installation Loadins are licensed and installed separately The Loadins have to be installed via Core Console The Loadins are installed on the Core Se...

Page 16: ...crosoft MMC 3 0 Core Server Requirements System Requirements The following system requirements must be met to successfully install Core Server 32 or 64 bit editions of Windows XP SP3 Windows Vista and...

Page 17: ...2005 Express is included with Faronics Core Console and is perfectly acceptable for deployment sizes of 500 machines or less Deployments of 500 to 1 000 machines can use the Express edition but may ex...

Page 18: ...Faronics Core User Guide 18 Introduction...

Page 19: ...19 Faronics Core User Guide Installing Faronics Core This chapter describes the installation process of Faronics Core Topics Installation Overview Installing Faronics Core...

Page 20: ...uisites see System Requirements Installing Faronics Core Core Console Core Database and Core Server Accessing Core Console If the prerequisites for Faronics Core have not been met the installer will d...

Page 21: ...in the installation process 2 Read and accept the License Agreement Click Next to continue 3 There are two options to install Faronics Core components Select Install Core Console only to install only...

Page 22: ...g Faronics Core 4 Specify the install location and click Next The default is C Program Files Faronics Core Console Select the Add a shortcut to the desktop check box to add a shortcut Click Next 5 Cli...

Page 23: ...the installation is completed Core Console is launched automatically to complete the installation process Accessing Core Console Core Console can be accessed through Start Program Files Faronics Core...

Page 24: ...Faronics Core User Guide 24 Installing Faronics Core...

Page 25: ...re User Guide Configuring Faronics Core via the Configuration Wizard This chapter explains the Configuration Wizard that allows you to configure Core Console Core Server and Core Database Topics Confi...

Page 26: ...abase Configuration Steps for the Configuration Wizard 1 When Core Console is run for the first time the following screen is displayed Click Next to continue 2 Create or import a security certificate...

Page 27: ...le searches your computer for existing database servers The following dialog is displayed No action is required during this step 5 The following screen is displayed when existing database servers are...

Page 28: ...credentials of the SQL Server Administrator These credentials are used to give the current user access to the Core Database These credentials are used temporarily and then discarded You can test the c...

Page 29: ...user name Password Specify a password Passwords must be 8 to 15 alphanumeric It must consist of upper case lower case and numeric characters Re enter password Re enter the password E mail Specify the...

Page 30: ...Faronics Core User Guide 30 Configuring Faronics Core via the Configuration Wizard...

Page 31: ...ally This chapter explains the Core Console Properties Dialog its various tabs and configuration options Topics Connecting to a Core Server Compatibility of Loadin versions on Core Server and Core Con...

Page 32: ...Console in the Console Tree pane 3 Select Connect to Server The Connect to Core Server dialog is displayed 4 Specify the values for the following fields Name or IP the name of the Core Server or the I...

Page 33: ...match 1 Click Clear Product Cache The Loadins from the Core Console are cleared Click Clear Server Connections to clear all connections with Core Servers The Core Server connections are removed perman...

Page 34: ...ins various tabs that allow you to configure Core Console The tabs are explained in detail in the following sections Some tabs displayed depend on the Loadins installed on your system Loadins are lice...

Page 35: ...n options Welcome Page Select the Connect to www faronics com to check for news and updates check box to ensure that Core Console connects to the Faronics web site Port Number displays the port for th...

Page 36: ...anually About Tab The About tab displays the version of Core Console installed on your computer This tab also displays the Loadins installed The Loadins displayed are not part of the Core Console inst...

Page 37: ...Core User Guide Configuring Core Server Manually This chapter explains the Core Database Properties Dialog its various tabs and configuration options Topics Server Tab Database Tab WOL Web Service Ta...

Page 38: ...rview A Faronics Core architecture can have multiple Core Servers Right click the Core Server and select Properties The Core Server properties dialog is displayed Faronics Core uses ports 7751 7752 an...

Page 39: ...story stored in the Core Server Action Behaviors Click the Configure button to configure the Action Behaviors Addressing Mode Select Connect by computer name or Connect by IP address as required Confi...

Page 40: ...s in the Edit Action Behavior dialog Display this dialog every time a new task of this action type is created select this check box to display the Edit Action Behavior dialog whenever new tasks of thi...

Page 41: ...and maximum 168 or days minimum 0 and maximum 365 Automatically attempt to wake up any offline workstations select this check box to attempt to wake up any offline workstation s associated with the t...

Page 42: ...ction settings or to connect to a different database server The following dialog is displayed 3 Select the database server from the drop down list Alternatively you can enter the name of the database...

Page 43: ...te connection to workstations Configuring WOL Web Service The WOL Web Service Tab provides the following configuration options 1 Select the Enable Remote WOL Web Service check box 2 The Configure IIS...

Page 44: ...44 Configuring Core Server Manually 3 Click Install The packages necessary to run the web page will be installed and enabled on IIS 4 The following screen is displayed during install No action is nec...

Page 45: ...e user to select the target from the managed workstations This feature provides limited security by preventing users from waking up all workstations on the network without knowing the individual works...

Page 46: ...ail Generator dialog is displayed Click Legend for a list of macros that can be used Click Save Template to save the current Email as a template for future use Templates can be saved only in txt forma...

Page 47: ...Email 2 The Remote Workstation Wake up screen is displayed 3 Select User s Workstations to wake up selected workstations and select the check box for the particular workstation s Alternatively you ca...

Page 48: ...ut Tab The About tab displays the version of Faronics Core installed on your computer This tab also displays the Loadins installed on the Core Server The Loadins displayed are not part of the Faronics...

Page 49: ...lick on the Core Server connection node and select Create Core Agent Installer 2 The Create Core Agent Installer dialog is displayed with the following options Event Reporting Connection This field di...

Page 50: ...Faronics Core User Guide 50 Configuring Core Server Manually...

Page 51: ...51 Faronics Core User Guide Using Advanced Options This chapter explains advanced features of Faronics Core Topics Faronics Core Security Ports used by Faronics Core Wake On LAN...

Page 52: ...ore Server 2 The Certificate and Thumbprint are displayed 3 Click Import 4 Repeat this procedure on multiple Core Consoles that need to connect to the same Core Server Now multiple Core Consoles can c...

Page 53: ...e same workstation s Now multiple Core Servers can connect to the same workstations s The Public Key and Private Key are automatically added on the workstation via the Core Agent Installer It is highl...

Page 54: ...his port is on the Core Server and is used to receive events from the workstation s 7753 This port is on the Core Server and is used to communicate with the Core Console By default Faronics Core opens...

Page 55: ...always cross routers and other networking equipment and therefore cannot always wake up workstations on remote subnets it is possible to designate one or more workstations as WOL relays To designate a...

Page 56: ...Faronics Core User Guide 56 Using Advanced Options...

Page 57: ...r network Topics Discovering Unmanaged Workstations in Core Console Discovering Unmanaged Workstations on the Local Network Discovering Unmanaged Workstations using LDAP Deploying the Core Agent from...

Page 58: ...s two methods for discovering unmanaged workstations These methods discover workstations that exist on the Windows Network and stored in Microsoft Active Directory or Novell Directory Services using t...

Page 59: ...k Workstations and the workgroups are discovered automatically To view the workstations right click the workgroup and select Refresh Core Console re scans the network in the background and creates a n...

Page 60: ...onnection complete the following steps 1 Select the LDAP Connection node Core_Server_Name Workstations Discovered Workstations LDAP Connections and choose the Add LDAP Connection action 2 The Add New...

Page 61: ...button Enter the User name and Password The Show only groups or subgroups that contain computers check box can be used to prevent empty groups from being displayed 3 Click OK to save changes to the c...

Page 62: ...elect one or more unmanaged workstations displayed in either the Core_Server_Name Discovered Workstations Network Workstations sub node or an LDAP Connection sub node If Windows Firewall is enabled on...

Page 63: ...ation will act as a Wake on LAN WOL Relay For more information on the Wake on LAN feature refer to WOL Web Service Tab Network Traffic Management Select the Max frequency of reports in minutes and sec...

Page 64: ...oying the Core Agent 4 Click OK The Core Agent is installed on the selected workstation The above Windows credentials are required to install the Core Agent using WMI Ensure that the credentials are u...

Page 65: ...Agent installer msi file from the folder where it was saved and executing it on the target workstation s Double click the msi file and click Next to continue the installation The wizard will guide you...

Page 66: ...playing Workstations in Core Console Once the Core Agent has been installed on a workstation either via the Core Console or attended install it reports to the Core Server and the workstations list col...

Page 67: ...sole This chapter explains how to use Core Console Topics Core Console Layout Core Console User Interface Components Manage Users and Roles Custom Workstation Groups Scheduling Action Reports Configur...

Page 68: ...Core User Guide 68 Using Core Console Core Console Layout The following diagram illustrates the layout of Core Console displaying the main screen elements These elements are described in greater deta...

Page 69: ...operties Console Tree Pane The Console Tree pane has the following nodes Core Console This is the root node Core Server There can be multiple server nodes The management of workstations processing of...

Page 70: ...groups node These workstations can also be added to custom groups Custom Workstation Groups Workstations can be added to a custom group by standard Windows clipboard functionality Cut copy or paste al...

Page 71: ...workstations to perform an immediate Wake On LAN Schedule Action Select one or more workstations to receive a scheduled task For more information refer to the Scheduling Action section Remove from Dat...

Page 72: ...tiple users The users can be assigned to different groups depending upon different roles Create a User Complete the following steps to create and manage users 1 Right click the Core Server and select...

Page 73: ...the user is an Administrator Power User User or Guest 4 Click Create The user is created Permissions for User Roles The User Roles for Core Console drop down in the Create User or Edit User dialogs a...

Page 74: ...ons available to members of the Guest role Guest View all workstations Generate Reports for the Loadins if Loadins are installed The users in the User role can only edit or delete the Scheduled Tasks...

Page 75: ...for the user Password specify a password the password must be alphanumeric between 8 to 15 characters with upper case lower case and numbers Re enter password re enter the password Email address ente...

Page 76: ...vated users can be activated as required Complete the following steps to edit a user 1 Right click the Core Server and select Manage Users and Roles 2 The User Management dialog is displayed Select th...

Page 77: ...sole provides a feature to create Dynamic Custom Workstation Groups This feature allows you to create workstation groups and dynamically update the workstation list based on predefined parameters To c...

Page 78: ...Add Rule The Rule Editor dialog is displayed 5 Click Add The Clause Editor dialog is displayed 6 Select or specify the appropriate value for Column Comparison and Value fields Click OK The rule is cr...

Page 79: ...merical Value field is a numeric field where any numeric value can be specified In this example we have selected the following options 7 Double click on the sub group created in the previous steps The...

Page 80: ...n shows the Static Custom Workstation Group with the icon displayed adjacent to the workstation Mixed Custom Workstation Groups A Dynamic Filter can be created and added to a Static Custom Workstation...

Page 81: ...he Actions pane Select the action to be applied from the menu The selected action will be applied to all the workstations listed in the selected node 2 Select the desired task from the list of tasks d...

Page 82: ...he task and click OK If the task was created through Group Actions it is edited and applied on all workstations If the time for executing the task arrives while editing a task it will not execute unti...

Page 83: ...ask 3 The task is canceled If the task is currently being executed on a workstation it is not canceled If the task has not started on a particular workstation while canceling it is canceled before bei...

Page 84: ...Tree pane Emailing and Printing Reports Emailing Reports 1 Select Reports Report Name in the Console Tree pane 2 Right click on the selected report 3 Select Email Report 4 The default Email program i...

Page 85: ...dialog The Core Agent configuration consists of the following Event Reporting Connection This field displays the server to which the workstation communicates This field cannot be edited Core Server C...

Page 86: ...0 It is not possible to directly upgrade from Core Console 2 x to Faronics Core 3 0 Faronics Core 3 0 will be installed along with Core Console 2 x For more information on migrating from Core Console...

Page 87: ...Advanced Upgrade Core Agent Browse to select the Core Agent msi file and click OK A Core Agent can report to only the Core Server that it is configured for To change the Core Server that the Core Age...

Page 88: ...Faronics Core User Guide 88 Using Core Console...

Page 89: ...ocess of uninstalling Faronics Core and its components Topics Uninstalling Core Console and Core Server via the Installer Uninstalling Core Console and Core Server via Add or Remove Programs Uninstall...

Page 90: ...llowing steps 1 Double click FaronicsCore exe 2 Click Next Click Remove 3 Core Console and Core Server are removed from the computer If there are multiple Core Servers complete the uninstall process o...

Page 91: ...all complete the following steps 1 Click Start Control Panel 2 Select Add Remove Programs Faronics Enterprise Console 3 Remove 3 Core Console is removed from the computer If there are multiple Core Se...

Page 92: ...ries reporting account and all Core Console data complete the following steps 1 Click Start Control Panel 2 Click Add Remove Programs Faronics Core 3 Change 3 The following dialog is displayed Click N...

Page 93: ...Uninstalling Core Console Including Database 93 Faronics Core User Guide 6 Click Remove Core Console and the database are removed from the computer 7 Click Finish to exit the dialog...

Page 94: ...he Core Agent can be uninstalled from the workstation No communication between the workstation and Core Console is possible after the Core Agent has been uninistalled To remove the Core Agent complete...

Page 95: ...ponents Core Server There is only one Core Server in this setup Core Console Multiple Core Consoles connect to the single Core Sever Database There is only one database Core Agent There are multiple w...

Page 96: ...Faronics Core User Guide 96 Appendix A Single Subnet Single Core Server...

Page 97: ...is setup Core Console Multiple Core Consoles connect to the both Core Servers Database There is only one database Core Agent There are multiple workstations with the Core Agent installed Multiple Core...

Page 98: ...Faronics Core User Guide 98 Appendix B Single Subnet Multiple Core Servers...

Page 99: ...Core Console 2 and Core Console 3 Database There are two databases one for each subnet Core Agent There are multiple workstations with the Core Agent installed Subnet 1 Multiple Core Agents report to...