document hosting virtual appliance setup vmware
TRANSCRIPT
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 1/18
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 2/18
Contents
Introduction .................................................... ....................................................... ............................ 4
Key Features ................................................... ....................................................... ............................ 4
Pre-requisites ........................................................... ....................................................... .................. 5
Image Selection ........................................................ ....................................................... .................. 5
OVA file ............................................... ....................................................... ...................................... 5
OVF file ............................................... ....................................................... ...................................... 5
VMX file ........................................................................................................................................... 5
Useful Links ..................................................... ....................................................... ............................ 6
DocumentHosting Virtual Appliance Overview ..................................................... ......... 6
DocumentHosting Support Forum and Knowledge Base ............................................ 6
Default Username and Password ................................................. .............................................. 6
Installation ....................................................... ....................................................... ............................ 7
Install Image on VMWare Host ..................................................................................... ......... 7
Configure VMWare Guest Profile ................................................................ .......................... 7
Boot VMWare Guest .................................................. ........................................................ ......... 7
Network Configuration ................................................. ........................................................ ......... 8
System Console ........................................................ ....................................................... .................. 9
Authentication ..................................................... ....................................................... .................. 9
Network Configuration .......................................................................................................... 10 System Information ................................................... ........................................................ ...... 10
Restart Device............................................................................................................................ 11
Shut Down Device .................................................................................................................... 11
Web Console ................................................................................................................................... 12
License Entry ............................................................................................................................. 12
Web Console Login .................................................................................................................. 13
Network Settings ........................................................ ........................................................ ...... 13
Email Settings ............................................................................................................................ 14
Plug-In Settings ................................................... ....................................................... ............... 14
SSL Settings ................................................................................................................................ 15
Default SSL Certificate ................................................... .................................................... 15
Custom SSL Certificate ...................................................................................................... 15
Storage Settings ........................................................................................................................ 16
Initialize Device ...................................................... ........................................................ ...... 16
Assign Primary Storage ................................................. .................................................... 16
Support Settings ....................................................................................................................... 17
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 3/18
System Tools .............................................................................................................................. 17
System Logs .......................................................... ....................................................... ............... 18
Appliance Messages ........................................................ .................................................... 18
Mail Messages ....................................................................................................................... 18
Kernel Messages .................................................................................................................. 18
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 4/18
Introduction
DocumentHosting is an easy-to-use, powerful and secure solution for all file transfer
and collaboration needs, including:
- Managed File Transfer
- Secure Email Attachments
- Storage and Collaboration
- FTP Replacement Solution
- Incoming Folders
The DocumentHosting appliance is 100% user friendly with an intuitive, Web-based
interface and familiar look and feel that anyone can easily understand and use from
day one. This immediately saves time and unnecessary expense, because there is no
ramp up period for staff training, maintenance or hassles. From entry-level computer
users to seasoned IT professionals, all users find that the DocumentHosting appliance
is an easy-to-use, powerful and secure solution for all file transfer and collaboration
needs.
Key Features
-
Deploy a secure file transfer solution within a VMware virtual environment - Download entire folders with one click via Zip Folder Download
- Access control – each file or folder can be set as private or as public and
restricted based on user profile
- Delivery to multiple recipients
- Detailed delivery confirmations
- View and edit documents, spreadsheets, presentations, graphics files and
PDF files from a web-based interface
- Send and receive notifications – file has been received or Customer "X"
uploaded a new file
- Version History
- Always have the latest version of documents accessible by your team while
still providing access to all previous versions of the same document.
- Add comments to files to provide context
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 5/18
Pre-requisites
Before you start, the following criteria should be met:
- VMWare workstation or server is installed and ready to use.o At least 512MB of memory is available for the Virtual Machine.
o At least 2GB of storage is available for the Virtual Machine.
Up to 50GB of additional storage can be utilized.
o A network is configured and available to the Virtual Machine.
Image Selection
The latest version of the DocumentHosting.com appliance should always be used
when installing a new virtual server. This can be downloaded from our website
at http://www.documenthosting.com/ (registration might be required).
There are three types of images available for download:
OVA file
Can be used with VMWare versions supporting OVF version 1.1
OVF file
Can be used with VMWare versions supporting OVF version 1.1
VMX file
Can be used with most VMWare versions, including legacy.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 6/18
Useful Links
DocumentHosting Virtual Appliance Overview
For a complete overview of the appliance features, visit the following URL:
http://www.documenthosting.com/products/virtual-appliance.php DocumentHosting Support Forum and Knowledge Base
For help and to search our knowledge base, please visit the following URL:
http://support.documenthosting.com
Default Username and Password
The default login credentials for the appliance.
Username: admin
Password: default
Note:
- It is recommended that you change the admin password immediately
after configuring the appliance for the first time.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 7/18
Installation
Install Image on VMWare Host
Once the image has been downloaded, it will need to be uploaded to the VMWare
server that it will be run on. Specific instructions on this task vary depending on
the version of VMWare and the chosen image type.
If using an OVF or OVA file, the virtual machine should be imported using the
‘Import Virtual Machine’ function within the VMWare administrative interface.
If using a VMX file, the virtual machine should be copied into a folder within a
datastore of the VMWare server host. The guest should be available to be
imported once it has been copied to the server.
Configure VMWare Guest Profile
The minimum available memory to the virtual machine should not be any lower
than 512MB. Higher values may yield better performance, and will be utilized if
present and required.
The default configuration does not include storage space for user files. To allow
the appliance to store files, an additional drive should be added to the virtual
server before powering it on. A virtual disk that is 50GB in size is recommended.
Additional CPU and performance/optimization options can be tuned as needed.
Boot VMWare Guest
Once the guest is installed and configured, the appliance is ready to be started for
the first time. The new guest system might need some basic settings assigned,
which is done at the console screen.
The console for the DocumentHosting.com appliance boots to a user-friendly
console including some basic maintenance operations for the appliance.
There is also a web-based administration console that is used for more advanced
configuration and maintenance. The web-based console is usually listening on
TCP, at port 8000. This can be verified within the Information function of the
console.
Note:
- It is recommended that at each step of the way, a snapshot of the virtual
machine is created so that changes can easily be reverted. Consult the
VMWare documentation for more details on creating and managing
virtual machine snapshots.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 8/18
Network Configuration
If the network is to be configured using DHCP, this information is automatically
assigned and should be verified with your network administrator.
If configuring the network settings manually, the following information will be
required:
- The hostname of the appliance.
o For example, “dochost ” .
- The domain name of the appliance.
o For example, “ yourdomain.com”.
- The IP address of the appliance.
o For example, “123.45.56.78”.
- The netmask of the appliance.
o For example, “ 255.255.255.0”.
- The gateway of the appliance.
o For example, “123.45.56.1”
- A primary DNS server for the appliance to use.
o For example, “123.45.56.2”
o Optionally, a secondary DNS server can be used as well.
The console menu provides an Information screen that can tell you which IP
address the appliance is currently listening for connections on.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 9/18
System Console
The system console provides interfaces to:
- Network Configuration- System Information
- Reboot/Shutdown Appliance
Authentication
The current administrator password is required to use some of these functions.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 10/18
Network Configuration
The appliance network settings can be changed using this function.
System Information
This function provides a reading of the current system load and memory usage.
The current IP address of the system can also be found on this screen.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 11/18
Restart Device
This function can be used to restart the virtual machine.
Shut Down Device
This function can be used to safely shut down the virtual machine.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 12/18
Web Console
The web-based console provides most of the administration functions for the
virtual appliance. It is usually listening on port 8000 (TCP) and requires the
current administrator login and password.
To reach the console, if the appliance hostname is dochost.localdomain:
http://dochost.localdomain:8000/
The Information function of the console will display the addresses and ports
where the appliance can be reached if network configuration was successful.
Notes:
- A JavaScript-capable browser is recommended, and may be required for
some functions within the web console.
- It is recommended to limit access to this port using external
router/firewall ACL rules.
License Entry
Before the appliance can be used, a form to update the license will be presented.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 13/18
Web Console Login
Access to the web console will require the current administrator login and
password.
Note:
- The administrator password can be changed within the web console.
Network Settings
The network configuration for the appliance can be adjusted using this screen.
Either DHCP or Static mode can be enabled, as well as some additional settings
suitable for the current mode. Assignment of a secondary DNS server is optional.
Note:
- Changes to network configuration require the device to be restarted.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 14/18
Email Settings
In order for an appliance to send email, a remote SMTP server must be
configured that will relay mail for the appliance.
Note:
- It will not be possible for the system to send any emails or notifications if
this has not been configured.
Plug-In Settings
To use external services with the appliance, their API keys can be entered on this
screen.
Note:
- The appliance must have a valid hostname that can be reached over the
internet by these services for this feature to be fully functional.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 15/18
SSL Settings
Default SSL Certificate
After installation, the appliance will be configured to use a standard self-signed
certificate. This does not provide much (if any) security, and is only intended tobe used as a default. It is recommended that a custom certificate is used instead.
Custom SSL Certificate
A custom SSL certificate can be entered into this screen once custom mode has
been selected. The certificate and private key can be pasted and saved for use by
the appliance.
Note:
- The appliance will need to be restarted for this change to take effect.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 16/18
Storage Settings
When a secondary disk has been added to the appliance, it will be available for
initialization on this screen.
It is recommended that this disk be allocated at least 15GB of storage. This canbe configured in the guest settings of the VMWare administration console.
Initialize Device
To prepare a drive for the appliance, use the “Initialize device” function. This
process can take several minutes, depending on the size of the disk and the
speed of the system.
Assign Primary Storage
Once the disk has been initialized, it can be set as the primary storage volume.
This is the device that will be used to store users’ uploads and serve downloadrequests.
Note:
- The appliance needs to be restarted to activate after changing the
primary storage device on this screen.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 17/18
Support Settings
The support configuration is used in the main application pages, to direct users
to an email and phone number for support.
System Tools
The web console also contains core system functions, which are available on this
screen.
- The appliance can be restarted, or shut down.
- The administrator password can be changed.
- The software can be reset to ‘factory’ settings. - The software can be upgraded if an update is available.
8/8/2019 Document Hosting Virtual Appliance Setup Vmware
http://slidepdf.com/reader/full/document-hosting-virtual-appliance-setup-vmware 18/18
System Logs
When diagnosing system issues, there are several log files available that can help
in determining the cause of a problem.
Appliance Messages
This log file contains information about the appliance start-up process, as well as
the update process.
Mail Messages
This log file contains information about mail sent by the appliance.
Kernel Messages
This log file is useful in determining hardware problems and other issues with
the appliance.