wsm installation guide

Installation GuideWyse Streaming Manager

Issue: 022806PN: 883875-01 Rev. A

Copyright Notices© 2006, Wyse Technology Inc. All rights reserved.

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Specifications subject to change without notice.

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Contents

1 Introduction 1About this Guide 1

Organization of this Guide 2Wyse Technical Support 2

Links to Related Documentation and Services 2

2 Overview 5System Overview 5General Overview of the Installation Process 6

3 Preparing for Installation 7Hardware Requirements 7Software Requirements 7Pre-Installation Checklist 8Security and Credentials 9Server to Server Communication Ports 9Domain Names 10Server License Files 10Installing Microsoft SQL Server 2000 11Installing the Latest Microsoft SQL Server 2000 Service Pack 12Configuring a DHCP Server to Boot Thin Clients 12Installing and Configuring TFTP 13

4 Installing and Configuring WSM Core Server 15Installing WSM Core Server 15

5 Starting the Wyse Streaming Manager for the First Time 27Using the Configuration Wizard 27

6 Installing and Configuring WSM Client 33Preparing to Install WSM Client 33

Installing WSM Client on Wyse Thin Clients 33Installing WSM Client in a VMWare Environment 33

Installing WSM Client 34Capturing an OS Image to the Core Server 45Configuring the OS Image 48

7 Installing and Configuring WSM Edge Server 51Installing WSM Edge Server 51

8 System Maintenance 63Passwords 63Logs 63

iv Contents

Backup Recovery 64System Monitoring 64

9 Troubleshooting 65Enabling Active Directory for the First Time 65Installing WSM Client on Windows XP 65Network Devices are Unable to be Created in Active Directory 66HTTP Error:404 /admin/ not found RequestURL=/admin/ powered by jetty 66Verifying the Status of the Wyse Streaming Manager Service Files 67Re-configuring an OS Image 68Uninstalling Wyse Streaming Manager 70

A Error Codes 71

Figures 73

Tables 75

1 Introduction

Wyse Streaming Manager is an operating system and application distribution and streaming technology that provides a cost-effective method to rapidly deploy and manage operating systems and applications to a large pool of users. It provides core functions for streaming operating systems and applications to subscribers.

Wyse Streaming Manager main features include:• Patented streaming operating system and application technology.• Anti-piracy protection of operating system and application code.• Usage metrics collection.• Licensing policies to enforce all operating system and application usage.• Scalability and built-in fail-over support.

About this GuideThis guide is intended for administrators of the Wyse Streaming Manager system. It describes the Wyse Streaming Manager installation process for Windows servers and clients. This guide provides the step-by-step instructions you need to install and configure a Wyse Streaming Manager environment. It also includes the requirements you must address before you begin the installation procedures.

This installation guide is intended for experienced network administrators and Information Technology professionals who have installed and configured Windows operating systems and applications.

It is recommended that you have the following technical knowledge:• Working knowledge of Windows Server 2000 and Windows Server 2003.• Working knowledge of client/server systems and technologies.• A conceptual understanding of database systems and SQL server.• Working knowledge and understanding of the Windows registry, including machine

profiles, user profiles, and software registry entries.• Experience in an environment with some automated/centralized networking tool is a

major plus (Tivoli, Openview, Unicenter, etc.)• Understanding of the Jetty Web server.• Knowledge of network monitoring tools.

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Organization of this GuideThis guide is organized as follows:• Chapter 2, "Overview," provides an overview of the Wyse Streaming Manager system

and a general overview of the installation process.• Chapter 3, "Preparing for Installation," contains hardware and software requirements

and the procedures you must complete to prepare the environment for the Wyse Streaming Manager system installation.

• Chapter 4, "Installing and Configuring WSM Core Server," provides the detailed procedures you must complete to install the Wyse Streaming Manager Core Server.

• Chapter 5, "Starting the Wyse Streaming Manager for the First Time," provides the detailed procedures you must complete to start the Wyse Streaming Manager for the first time.

• Chapter 6, "Installing and Configuring WSM Client," provides the detailed procedures you must complete to install the Wyse Streaming Manager Client.

• Chapter 7, "Installing and Configuring WSM Edge Server," provides the detailed procedures you must complete to install the Wyse Streaming Manager Edge Server.

• Chapter 8, "System Maintenance," contains information to help you successfully maintain the Wyse Streaming Manager system.

• Chapter 9, "Troubleshooting," provides information and help on installation, setup, conflicts, and general troubleshooting.

• Appendix A, "Error Codes," includes the most common errors that you may encounter, either in a displayed message box or in a log file.

Wyse Technical SupportTo access Wyse technical resources, visit AskWyse.com. If you still have questions, you can submit your questions using the Wyse Support Request Form, or call Customer Support at 1-800-800-WYSE (toll free in U.S. and Canada). Hours of operation are from 7:00 am to 7:00 pm CST, Monday through Friday.

To access international support, visit http://www.wyse.com/global.

Links to Related Documentation and ServicesWyse Streaming Manager features can be found in the Wyse Streaming Manager Datasheet. It is available on the Wyse Web site at:http://www.wyse.com/products/software/streamingmanager.

The Wyse Streaming Manager Publisher Guide is intended for administrators of the Wyse Streaming Manager system. It describes how to use Wyse Streaming Manager Publisher to publish applications and to make them available for distribution.

The Wyse Streaming Manager Administrators Guide is intended for administrators of the Wyse Streaming Manager system. It provides information, and detailed system command and parameter configurations, to help administrators design and manage a Wyse Streaming Manager environment. It also explains how to use Wyse Streaming Manager, manage the availability of software applications for distribution to subscribers, manage application subscription licenses, install and configure published applications, provide subscriber profile and billing information for efficient application usage tracking, and control subscriber access to the Wyse Streaming Manager system.

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http://www.wyse.com/service/supportform/index.asp

http://www.wyse.com/global

http://www.wyse.com/products/software/streamingmanager

Introduction 3

The Wyse Streaming Manager Users Guide is intended for users of the Wyse Streaming Manager Client system. It provides detailed instructions on using the Wyse Streaming Manager Client to manage the applications available to users from a network server.

Wyse Thin Computing Software is available on the Wyse Web site at:http://www.wyse.com/products/software.

http://www.wyse.com/products/software/

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2 Overview

This section provides an overview of the Wyse Streaming Manager system and a general overview of the installation process.

System OverviewWyse Streaming Manager is a software-based thin-computing solution that allows IT staff to deploy a standardized operating system and applications to stateless thin computers (or thin-computing devices) from a central location. By streaming the entire operating system and applications, Wyse Streaming Manager makes it possible for thin computers to operate like a PC, but without the local storage. Streaming the operating system and applications independent of each other makes it easier for IT to backup, update, manage, maintain, and support multitudes of desktops with minimal staff.

This Wyse software-only solution takes advantage of existing computing, network, and storage elements. It does not require specialized hardware, proprietary BIOS extensions, or highly specialized adapters such as IP/iSCSI host bus adapters. In order to boot over the network, client systems use PXE (Pre-Boot eXecution Environment). PXE is an open industry specification that defines how network clients automatically download both software images and configuration parameters. PXE was designed to assist in system manageability, including such tasks as remotely installing an operating system, or as an emergency boot method (in the case of a client systems hardware or software failing). The Wyse solution uses PXE to download a bootstrap file that will then load the Windows operating system. PXE is common on almost all personal computers with an integrated network interface, and is also standard in many Network Interface Cards.

Wyse Streaming Manager includes:• An easy-to-use operating system image-creation tool for IT administrators that allows

them to create and deploy operating system images. This tool is installed as part of the Wyse Streaming Manager Client.

• An application packager, Wyse Streaming Manager Publisher, that allows IT administrators to create and deploy application images.

• A centralized Web-based management interface installed with the Wyse Streaming Manager Core Server.

• Windows Server-based services which include:• OS Authentication Service - Allows you to manually start and stop the

authentication service for the Wyse Streaming Manager. • OS Streaming Service - Allows you to manually start and stop the streaming service

for the Wyse Streaming Manager. • Application Authentication Service - Manages subscriber licenses and metering

application usage. • Application Streaming Service - Services end-user application client requests.

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• Monitor Service - Monitors and controls the Wyse Streaming Manager Services on the machine to which it is loaded.

• Content Distribution Service - Allows you to synchronize the repositories of OS and Application images between the Core and remote servers.

These services and applications are briefly introduced in this installation guide during the installation process, however, the actual usage of the Wyse Streaming Manager tools are more fully discussed in the Wyse Streaming Manager Administrators Guide.

General Overview of the Installation ProcessThis section contains a general overview of the steps you need to complete to install the Wyse Streaming Manager system. Detailed procedures of these general steps are found in the appropriate sections of this installation guide.

To install the Wyse Streaming Manager system:

1. Prepare for installation by completing all pre-installation requirements as described in "Preparing for Installation."

2. Install Wyse Streaming Manager Core Server by completing the procedures in "Installing and Configuring WSM Core Server."

3. Start the Wyse Streaming Manager as described in "Starting the Wyse Streaming Manager for the First Time."

4. Install and configure the Wyse Streaming Manager Client by completing the procedures in "Installing and Configuring WSM Client."

5. (Optional) Install Wyse Streaming Manager Edge Server by completing the procedures in "Installing and Configuring WSM Edge Server."

3 Preparing for Installation

This section contains hardware and software requirements and the procedures you must complete to prepare the environment for the Wyse Streaming Manager system installation. If you configure multiple machines, you will repeat some of the steps. You must complete the Wyse Streaming Manager Core Server and Wyse Streaming Manager Client installation steps for each related machine being configured.

Hardware RequirementsEach machine must meet or exceed the minimum system requirements shown in Table 1.

NoteThese requirements may vary due to application and operating system sizes.

Software RequirementsIn addition to the Wyse Streaming Manager software, the following software must be installed on each server as shown in Table 2.

NoteIt is highly recommended that all software be updated to the latest versions.

Table 1 Server Hardware Requirements

Category Minimum Requirements Recommended

CPU 733 MHz CPU 1 GHz dual CPU or higher

RAM 512 MB 1 GB or higher

Disk Space 20 GB + AppSets size 20 GB (RAID) + AppSets size (if applicable)

Network Interface Card (NIC) 100 Mbps 100 Mbps/1 Gbps

Table 2 Server Software Requirements

Hardware or Machine Software Requirements

Operating System Microsoft Windows 2000 Server SP4 or Windows 2003 Server

Database Server Microsoft SQL Server 2000

Directory Service (optional) Microsoft Active Directory 2000 or 2003

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Pre-Installation ChecklistTo help ensure a trouble-free installation use this checklist to verify that you have the required items and have completed the required procedures before you start the installation.• Obtain and configure all hardware, as planned for in this section.• Be sure to have administrator rights on all systems to begin the server installations.• Install Windows 2000 Server or Windows 2003 Server systems on all server machines.

Be sure that all systems are up-to-date with current Microsoft service packs, patches, and updates.

• Download and install Microsoft Internet Explorer (IE) 6.0 or later on all machines (for complete information on downloading and installing IE 6.0 or later, refer to the Microsoft Web site).

• A minimum of one public IP addresses will be required, be sure to set-up DNS entries for these (for information on these Domain Names, refer to "Domain Names").

• Obtain a Server License File from Wyse (provided to you in e-mail) for the system as described in "Server License Files."

• Install the Microsoft SQL Server 2000 as described in "Installing Microsoft SQL Server 2000." Be sure that the server is running before you begin installing WSM.

• Download and install the latest Microsoft SQL Server 2000 Service Pack as described in "Installing the Latest Microsoft SQL Server 2000 Service Pack."

• Download and install the Microsoft SQL Server 2000 Driver for JDBC Service Pack 3 onto the Core Server (for complete information on downloading and installing the driver, refer to the Microsoft Web site).

• Download and install the latest version of Microsoft Data Access Components (MDAC) on the Core Server (for complete information on downloading and installing MDAC, refer to the Microsoft Web site).

• Configure the DHCP Server as described in "Configuring a DHCP Server to Boot Thin Clients."

• Install and configure the Trivial FTP (TFTP) Windows component as described in "Installing and Configuring TFTP."

• If you are planning to integrate Active Directory with Wyse Streaming Manager as described in "Starting the Wyse Streaming Manager for the First Time," be sure that the Core Server and the Active Directory Server are part of the Domain before the administrator of the local system begins installing WSM Core Server. Also be sure that you create a new user in the Active Directory with the username password that you intend to use during the WSM Core Server installation (database Server screen). In addition, be sure that the display name for this user is the same as the username

• If you are planning to install and configure WSM Edge Server as described in "Installing and Configuring WSM Edge Server" and you want to manage (Start and Stop) the services on the Edge Server from the Wyse Streaming Manager Administrator Console, be sure that the Core Server and the Edge Server are part of the Domain and that all installations are done by the administrator of the local system. Also, be sure to create a Domain user and make this Domain user a member of the Local Administrator group of the Core Server and Edge Server machines. In addition, ensure that the Remote Registry Service is running on the Core Server before you begin installing an Edge Server.

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Security and CredentialsTo ensure security Wyse Streaming Manager uses various credentials. Most of these are common for system administrators. The only new credential is for the Wyse Streaming Manager system itself.

The following credentials will require passwords when they are installed.• Wyse Streaming Manager Database – The database requires a username and

password for executing SQL queries. Each server in Wyse Streaming Manager requires this password to access the database. This information is stored encrypted in the Windows registry after installation. The default account is wsmdb. The default password is wsmdb.

• Windows Service – All Wyse Streaming Manager servers are required to run as Windows Service with local system privileges. However, if a depot is located on a network file share, the service needs an account with both local system access and access to the file share. This is configured and can be modified under the Management Console for Windows Services.

• Wyse Streaming Manager – To administer the Wyse Streaming Manager provider environment, a default account named admin must be created in the system. This account enables you to log on for the first time and to configure the system. You can change the default password (admin) after you log in for the first time.

Server to Server Communication PortsThe servers communicate through the port attribute in the Server table. These values are not exposed through the Administrator Console. However, a mechanism is in place to resolve port conflicts at startup. When the server detects a port conflict, it will try to allocate another port above it (For example: 5000 + 1, 5000 + 2, 5000 + 3, and so on). It will try for a maximum of 100 times before failing.

The following is a list of servers and default Server/Server communication ports:• Monitor Service (Default Port Range: 5000-5100)• Application Authentication Service (Default Port: 8001)• Application Streaming Service (Default Port: 8002)• Operating System Authentication Service (Default Port: 6910)• Operating System Streaming Service (Default Port: 6911 - NOTE that this port can be

configured to a different port by an administrator through the Administrator UI)

NoteEnsure that these ports are open for proper communication between servers.

If you have a firewall enabled on any server where Wyse Streaming manager is installed, ensure that the services and ports are configured as follows:• Services:

• WSM Multicast boot service • WSM OS streaming service

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• Ports:• Application Streaming Service (Default Core Server Port: 8002 and Default Edge

Server Port: 8001)• Operating System Streaming Service (Default Port: 6911 - NOTE that this port can

be configured to a different port by an administrator through the Administrator UI)• NetBIOS Name Service (Default Port: 137)• TFTP Service (Default Port: 69)

Domain NamesIt is important to use DNS entries for mapping IPs to servers. Although you can use IP addresses, it will make scaling and system changes more difficult. This entry point DNS will be used to allow the client to talk to the server farm. The DNS name that is used should be entered into the machine name when configuring the core server (as described in "Installing and Configuring WSM Core Server"). Also, the client port configured in that section, will be the port used by the clients and will need to be configured in both the firewall and load-balancing switch. Wyse Streaming Manager requires a minimum of two public IP addresses with DNS entries.

Server License FilesYou need to obtain license files to start the system and register network devices (license files are provided to you in e-mail by Wyse). Wyse Technology uses License files to control client seats and prevent software piracy. A license file is encrypted using a PKI to sign each key based on x509 SSL Certificate.

You need a key for any of the following reasons:• adding additional network devices• license expiration

License files are stored in the database in an encrypted format. You can add the license file to the system by using the Administrator Console (after the server installation is complete). For instructions on adding the licenses file, refer to "Starting the Wyse Streaming Manager for the First Time." For more details on the Administrator Console, refer to the Wyse Streaming Manage Administrators Guide.


Installing Microsoft SQL Server 2000It is recommended that you install the Database Server on a server machine that is separate from the Wyse Streaming Manager servers. Ensure that the network is configured to allow all servers to communicate with the database on the configured SQL port. However, the Database Server can be installed on the same machine as the Wyse Streaming Manager servers for a single-server installation. All servers will authenticate with the database using configured credentials.

NoteYou should refer to the documentation provided by the database vendor for complete installation instructions, performance enhancements, and setup.

To install the Microsoft SQL Server 2000:

1. Start the SQL Server 2000 installation and select the Install SQL Server 2000 Components option.

2. Select the Database Server option, select the Local Computer option, and click Next.

3. Select the Create a new instance of SQL server, or install client tools installation option and click Next.

4. Enter your name, company name, and click Next.

5. After reading and agreeing to the End User License Agreement, click Yes.

6. Select the Server and Client Tools installation option and click Next.

7. Select the Default installation option and click Next.

8. Select the Typical setup type option and click Next.

9. Within the Service Account window, ensure that the Use the same account for each service option is selected.

10.Select one of the following Service Setting options:• If you plan to install all of the components of the Wyse Streaming Manager Core

Server onto one server, select the Use the Local System Account option and click Next.

• If you have a domain level user account, select the Use a Domain User Account option, enter the appropriate account information, and click Next.

11.Select the Mixed Mode authentication mode option and click Next.

NoteVerify that the database is configured to run in Mixed Mode for authentication. Wyse Streaming Manager uses both ODBC and JDBC to communicate with the database using SQL authentication. If Mixed Mode is not chosen, the servers cannot communicate with the database. This setting is located under the Security tab of the database properties labelled SQL Server and Windows NT.

12.Click Next to start the installation.

13.Select a licensing mode and click Next.

14.After the setup is complete click Finish, and continue with "Installing the Latest Microsoft SQL Server 2000 Service Pack."

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Installing the Latest Microsoft SQL Server 2000 Service PackIt is recommended that you download and install the latest service pack for the SQL Server version that you are using. For Windows Server 2003, SQL Server 2000 Service Pack 3a or later is required. For complete information on SQL service packs, refer to the Microsoft Web site.

NoteIf you are given the option to modify the Authentication Mode during service pack installation, select Mixed Mode to allow the Wyse Streaming Manager Core Server software to access the database.

Configuring a DHCP Server to Boot Thin ClientsSome DHCP servers can provide all of the boot information to a thin client (including, IP address, boot server name, and boot file name). Using such a server eliminates the need for the PXE service. For example, you can set the DHCP options for a Microsoft DHCP server as shown in Table 3.

Table 3 Example of DHCP server options

DHCP Option Number Purpose DHCP Option Value for the Thin Client

03 Gateway Specific to the network.If a DNS server is not on the local area network then specify the IP address of the gateway for the local area network in which the client resides. Otherwise, this option is optional.

06 IP Address of the DNS Server

Specify the IP address of DNS server that contains the record for the boot server.

66 Boot server name Fully qualified domain name of the server running the TFTP service (e.g. boot.company.com)

67 Boot file name Boot file named VLDRMI13.BIN.


Installing and Configuring TFTPYou must install Trivial FTP (TFTP). You can install a third party Trivial FTP (TFTP) or the Trivial FTP (TFTP) Windows component.

To install a third party Trivial FTP (TFTP), follow the installation procedures of the software you obtain.

To install the Trivial FTP (TFTP) Windows component, install the Windows Remote Installation Services Setup (as this will provide the TFTP service). Install the Remote Installation Services Setup by clicking Start | Programs | Administrative Tools | Remote Installation Services Setup and completing the Remote Installation Services Setup Wizard.

Be sure to change the Registry Setting by going to:

hklm\system\current control set\services\TFTPD\parameters

NoteThe default location is: C:/program files/wyse/wsm/os/TFTPboot

and adding a string value named directory with a value=<the Path to the TFTPBOOT directory>.

NoteThe parameters key does not exist by default in Windows 2000 Advanced Server. This key must be created.

After you have completed installation and configuration, be sure to start the TFTP Daemon.

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4 Installing and Configuring WSM Core ServerThis section provides the detailed procedures you must complete to install the Wyse Streaming Manager Core Server. Although you can select customized installation configurations during the installation, it is recommended that you use the default configurations.

NoteBe sure you have completed all pre-installation requirements as described in "Preparing for Installation" before you begin installing WSM Core Server.

Installing WSM Core ServerTo install WSM Core Server:

1. After downloading the Wyse Streaming Manager Core Server software, double-click the WSMCoreServer.exe to open the InstallShield Wizard.

Figure 1 InstallShield Wizard

2. Click Next to open the Welcome window.

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Figure 2 InstallShield Welcome

3. Click Next to open the License Agreement window.

Installing and Configuring WSM Core Server 17

Figure 3 License Agreement

4. After reading the agreement, select the I accept the terms in the license agreement option and click Next to open the Destination Folder window.

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Figure 4 Destination Folder

5. Click Next to open the Streaming Directory Information window.


Figure 5 Streaming Directory Information

NoteThe Streaming Directory is where the Write Cache files, OS Images, and Application Images will be stored.

6. Click Next to open the Database Server window.

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Figure 6 Database Server

7. Use the following guidelines to complete the Database Server window:• Enter the Database Name you want to use for the SQL server (default is

StreamingDB).

NoteDo not use special characters for the Database Name.

• Enter the Username for the database (default is wsmdb).• Enter the Password for the database (default is wsmdb).

NoteIf you are using Active Directory, be sure you use a password that meets the requirements of the policy settings in Active Directory. In addition, be sure to use the same username and password that you created in the "Pre-Installation Checklist."

• Confirm the password by re-typing it in the Re-Type Password text box.

NoteIf you will be installing WSM Edge Server, be sure to remember the information you enter in this Database Server window, as you will need this information when you install WSM Edge Server.

• Click Next to open the SQL Server window.


Figure 7 SQL Server

8. Use the following guidelines to complete the SQL Server window:• Enter the SQL Server IP Address or Name in the SQL Server text box (you can use

Browse to find the server you want).• For WSM to successfully install, you must select the SQL Server authentication

using the Login ID ad password below option for your connection.• Enter the Login ID and Password for the server in the appropriate text boxes.• Click Next to open the Ready to Install the Program window.

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Figure 8 Ready to Install the Program

9. Click Install to begin the installation.


Figure 9 Installing WSM Core Server

CautionDo not interrupt the installation.

During the installation, the WSM Core Server Config Wizard opens.

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Figure 10 WSM Core Server Config Wizard

10.Use the following guidelines to complete the WSM Core Server Config Wizard:• Select the IP address to be used by the WSM OS Streaming Service from the list of

IP addresses available (the default IP address is first in the list; the Subnet Mask and Gateway are automatically entered).

• Depending on whether or not you are integrating Active Directory with Wyse Streaming Manager, select or clear the Enable Active Directory Integration check box. If you enable Active Directory Integration, enter the Active Directory Server IP address.

• Enter the OS Authentication and OS Streaming Server Port information (default is automatically entered).

• Select the Bootstrap file to download from the server (default is automatically entered, however you can use Browse to make a different selection).

• Click OK to save the configurations, close the WSM Core Server Config Wizard, and open the InstallShield Wizard Completed window.


Figure 11 InstallShield Wizard Completed

11.Click Finish to close the InstallShield Wizard.

12.Continue with "Starting the Wyse Streaming Manager for the First Time."

NoteIf you plan on installing the Edge Server as described in "Installing WSM Edge Server," you must use the Services Console to stop all WSM Services, configure the WSM Services to run with the same login credentials as the Domain User as you configured in the "Pre-Installation Checklist," and then restart all WSM Services.

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5 Starting the Wyse Streaming Manager for the First TimeThis section provides the detailed procedures you must complete to start the Wyse Streaming Manager for the first time.

NoteBe sure you have successfully installed the WSM Core Server before you complete the procedures in this section.

Using the Configuration WizardAfter you successfully install the WSM Core Server, you must use the Configuration Wizard to add your Core Server License (required) and enable Active Directory integration with Wyse Steaming Manager (optional).

To complete the Configuration Wizard:

1. Open the Administrator Console login page by clicking Start | WSM Server | WSM on the machine to which you have installed the WSM Core Server (you can also open a Web browser from any machine with access to the WSM Core Server and go to http://<ipaddress>:8080/admin/login.htm).

Figure 12 Login

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2. Enter the Admin Username (default is admin) and Password (default is admin) and click Login to open the Import Server License page.

Figure 13 Import Server License

3. Click Browse to find and select the license.txt file that was provided to you by Wyse, and then click Import Server License to import the license and view the valid dates of the license.

Starting the Wyse Streaming Manager for the First Time 29

Figure 14 Valid dates of successfully added license

4. Click Next to open the Configure Active Directory page.

Figure 15 Configure Active Directory

5. Depending on whether or not you want to enable Active Directory integration with Wyse Streaming Manager select or clear the Enable Active Directory check box.

NoteIf you need to configure or re-configure the Active Directory in the future, refer to the Wyse Streaming Manager Administrators Guide.

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If you select the Enable Active Directory check box, the Configure Active Directory page expands.

Figure 16 Configure Active Directory page - expanded

Use the following guidelines to complete the Configure Active Directory page:• Enter the Domain of the Active Directory (for example, wsm.com).• Enter the Active Directory Server Port.• Enter the Group Root of the Active Directory (if left blank the root is assumed to be

the top level of the Active Directory).• Enter the Group Synchronizing Polling Frequency time (number of seconds

between synchronizing the members of user groups between the Active Directory and the Wyse Streaming manager database; the default is 600 seconds, however, you can turn off the feature by setting the time to 0).

NoteIf you have trouble connecting to the Active Directory after clicking Finish, be sure that the Core Server and the Active Directory Server are part of the Domain before the administrator of the local system begins installing WSM Core Server as described in "Pre-Installation Checklist."

6. Click Finish to view the System Overview Congratulations page.

Starting the Wyse Streaming Manager for the First Time 31

Figure 17 System Overview Congratulations

7. After completing the Configuration Wizard, you can view the Core Server Details page to see that the Core Server Services are successfully running by clicking the Servers link in the Category list on the System Overview page, and then clicking the Name link of the Core Server.

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Figure 18 Core Server Details page

Now that the Core Server services are running, you can continue to configure the rest of the Wyse Streaming Manager system according to your environment by following the appropriate procedures in the Wyse Streaming Manager Administrators Guide.

6 Installing and Configuring WSM ClientThis section provides the detailed procedures you must complete to install the Wyse Streaming Manager Client. Although you can select customized installation configurations during the installation, it is recommended that you use the default configurations.

NoteBe sure you have completed all pre-installation requirements as described in "Preparing for Installation" before you begin installing WSM Client.

Preparing to Install WSM ClientThis section contains the procedures you must complete to prepare the environment for the WSM Client installation. Before you begin installing WSM Client, you must first decide where and how you want to install the WSM Client and complete all pre-installation requirements for the installation environment you want. After preparing the environment, you can install WSM Client as described in "Installing WSM Client."

Installing WSM Client on Wyse Thin ClientsIf you are planning to install WSM Client on Wyse thin clients, you must complete the following:• Access to reference device VRO with 4GB of flash - • Use USB CD ROM drive - Although you can use other USB CD ROM drives, the

following are certified for use.• IBM USB CDROM, Model Part Number 00N8239• Addonics USB CDROM, Model Part Number AECD2K32UM.

• Install the Microsoft operating system on the flash.

Installing WSM Client in a VMWare EnvironmentIf you are planning to use WSM in a VMWare environment, you must complete the following:• Create a target VM machine on an ESX Server as described on the VMWare Web site

and install the Microsoft operating system in VM.• Use USB CD ROM drive - Although you can use other USB CD ROM drives, the

following are certified for use.• IBM USB CDROM, Model Part Number 00N8239• Addonics USB CDROM, Model Part Number AECD2K32UM.

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Installing WSM ClientTo install WSM Client:

1. After downloading the Wyse Streaming Manager Client software, double-click theWSM Client.exe to open the InstallShield Wizard.



Installing and Configuring WSM Client 35


3. After reading the agreement, select the I accept the terms in the license agreement option and click Next to open the Customer Information window.

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Figure 21 Customer Information

4. Enter the User Name and Organization and click Next to open the Destination Folder window.



5. Click Next to open the Ready to Install the Program window.

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Figure 24 Installing WSM Client


NoteDuring installation, Windows Logo testing messages may appear in front of or behind the wizard windows. If these messages appear, click Continue Anyway to continue installation.

Figure 25 Windows Logo testing message

During the installation, the Found New Hardware Wizard opens.

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Figure 26 Found New Hardware Wizard

7. Select the Install the software automatically (Recommended) option and click Next to begin installation.


Figure 27 Installing hardware

After the software is installed, the Completing the Found New Hardware Wizard window appears.

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Figure 28 Completing the Found New Hardware Wizard

8. Click Finish to close the wizard and open the WSM Client Config Wizard.


Figure 29 WSM Client Config Wizard

9. Use the following guidelines to complete the WSM Client Config Wizard:• Enter the Authentication Server Info IP address to be used by the WSM OS

Authentication Service (this address is the same as the Core Server). The default Port information is automatically entered.

• Enter the Imaging Server Info IP address to be used by the WSM OS Streaming Service (this address is the same as the Authentication Server Info IP Address). The default Port information is automatically entered.

NoteThe default Client Info IP Address and Port, Subnet Mask, and Gateway IP Address are automatically entered.

• Click OK to close the WSM Client Config Wizard and open the InstallShield Wizard Completed window.

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After completing the procedures in this section, reboot the system (Escape out of the network boot by using ESC) and continue with "Capturing an OS Image to the Core Server."


Capturing an OS Image to the Core ServerAfter installing the Wyse Streaming Manager Client software, you must capture an OS Image to a Core Server.

NoteBe sure you have all peripherals you want to use (for example, keyboard, mouse, printers and so on) connected before you begin capturing the OS Image to the Core Server.

To capture an OS Image to the Core Server:

1. After installing the Wyse Streaming Manager Client software, locate the OSMVDiskImage.exe (default location is C:\Program Files\Wyse\WSM\os).

Figure 31 OSMVDiskImage.exe

2. Double-click the OSMVDiskImage.exe to open the WSM VDisk Image Creation Utility window.

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Figure 32 WSM VDisk Image Creation Utility

3. Enter the Virtual disk size (if you are running in shared mode, the maximum virtual disk size is 8 GB).

4. Enter a Disk name.

5. (Optional) Enter a Description for the disk.

6. Depending on whether or not you want to integrate WSM Streaming Manager with Active Directory, select or clear the Enable Active Directory Integration check box.

7. Click OK to begin building the virtual disk.


Figure 33 Building Virtual Disk

After building is complete, the Done message appears in the WSM VDisk Image Creation Utility window.

Figure 34 Done message

8. Click Finish to complete the OS Image capturing process.

After completing the procedures in this section, continue with "Configuring the OS Image."

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Configuring the OS Image After capturing an OS Image to a Core Server, you must configure the OS Image using the Administrator Console.

NoteWhen a user starts the WSM Client device for the first time, they may encounter a WSM Client Login in progress message. This will occur for all users who log in and are not yet registered in the WSM database. Completing the procedures in this section prevents these users from encountering these messages.

To configure the OS Image:

1. Log in to the Administrator Console, add the OS Image you created in "Capturing an OS Image to the Core Server," and assign the OS Image to a Core Server. For procedures on adding an OS Image and assigning it to a server, refer to the Wyse Streaming Manager Administrators Guide.

NoteFor the Mode be sure to select the No Cache (Private Mode) option when you add the OS Image.

2. Reboot the machine to which you installed the WSM Client, and use the following guidelines for the DOS prompts:• You must enter the client name.• Entering a description is optional.• Be sure you select the vdisk you just added in "Capturing an OS Image to the Core

Server."• Press any key to restart the system.

NoteUpon system restart, close the WSM Client Login in progress message that appears (right-click the minimized application in the taskbar and select Close to close the window).

Figure 35 WSM Client Login in progress message


3. Upon system restart, the System Settings Change message appears; when this message appears, click No to close the window. Note that this is a good time to clean up or customize your environment (for example, selecting the desktop background, and so on, prior to sharing the OS Image on multiple client machines).

Figure 36 System Settings Change message

4. After you have completed customizing your environment, shut down the client machine.

5. After the client machine has shut down, log in to the Administrator Console.

6. Edit the OS Image you created in "Capturing an OS Image to the Core Server," so that either the Persistent Cache (Shared Mode) or Volatile Cache (Shared Mode) option is selected for the Mode. For procedures on editing an OS Image, refer to the Wyse Streaming Manager Administrators Guide.

After completing the procedures in this section the OS Image is ready to be used by multiple client machines. For more information on setting up your Wyse Streaming Manager environment, refer to the Wyse Streaming Manager Administrators Guide.

NoteIn the future, if you want to copy or move an OS Image from one streaming server (for example, a lab environment) to another streaming server (for example, a production server), or if you want to change the current Active Directory integration mode (Enabled or Disabled), then that OS Image must be re-configured as described in "Re-configuring an OS Image."

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7 Installing and Configuring WSM Edge ServerThis section provides the detailed procedures you must complete to install the Wyse Streaming Manager Edge Server. Although you can select customized installation configurations during the installation, it is recommended that you use the default configurations.

NoteBe sure you have completed all pre-installation requirements as described in "Preparing for Installation" and installed WSM Core Server before you begin installing WSM Edge Server.

Installing WSM Edge ServerTo install WSM Edge Server:

1. After downloading the Wyse Streaming Manager Edge Server software, double-click the WSMEdgeServer.exe to open the InstallShield Wizard.


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2. Click Next to open the Welcome window.

Figure 38 InstallShield Welcome


Installing and Configuring WSM Edge Server 53


4. After reading the agreement, select the I accept the terms in the license agreement option and click Next to open the Destination Folder window.

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5. Click Next to open the Core Server Information window.


Figure 41 Core Server Information

6. Enter the IP address of the Wyse Streaming Core Server and click Next to open the Streaming Directory Information window.

NoteIf the WSM Edge Server cannot connect to the Core Server Registry (for example, the remote registry is disabled on the Core Server for security reasons), then a warning message appears.

Figure 42 Warning message

Click OK to close the Warning message and open the Database Server window.

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Figure 43 Database Server

Use the following guidelines to complete the Database Server window (this information is the same information you entered in the WSM Core Server Database Server window when you installed the Wyse Streaming Manager Core Server as described in “Installing WSM Core Server” ):Enter the Database Server IP Address in the Database Server text box.Enter the Database Name.Enter the Username and Password for the server (be sure to re-enter the Password in the Re-Type Password text box).Click Next to open the Streaming Directory Information window.


Figure 44 Streaming Directory Information

7. Enter a valid Streaming Directory path and click Next to open the Ready to Install the Program window.

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Figure 46 Installing WSM Edge Server

CautionDo not interrupt the installation.

During the installation, the WSM Edge Server Config Wizard opens.

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Figure 47 WSM Edge Server Config Wizard

9. Click OK to close the WSM Edge Server Config Wizard and open the InstallShield Wizard Completed window.

If you want to change the default configurations use the following guidelines:Select the IP address to be used by the WSM OS Streaming Service from the list of IP addresses available (the default IP address is first in the list; the Subnet Mask and Gateway are automatically entered).Select the Bootstrap file to download from the server (default is automatically entered, however you can use Browse to make a different selection).




NoteAfter installing the Edge Server, you must complete the following procedure before you can use the Edge Server:Click Start | Control Panel | Administrative Tools | Services to open the Services console and start the WSM services as the Domain user that you created in "Pre-Installation Checklist." In the Services console, be sure that you start the services in the following order 1) WSM Monitor service, 2) WSM OS Streaming Service, 3) WSM Multicast Boot Service.

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8 System Maintenance

This section contains information to help you successfully maintain the Wyse Streaming Manager system.

PasswordsWyse Streaming Manager uses three sets of username and password credentials. The following list describes how to change the passwords:

NoteIt is strongly recommend that administrators implement a password policy.

• Wyse Streaming Manager Database – If you need to change the database user account (default is wsmdb) then you will need to make the change in at least three locations. The account password on the database itself will need to be changed. The ODBC setup will need to be changed. And finally, the Wyse Streaming Manager servers store the password encrypted in the windows registry. You will need to run a utility supplied in your <install dir>\app folder called admin_utils.

• Windows Service – If you change the windows system password on the administrator user, which is used to start the Wyse Streaming Manager services servers, then you will need to update the services. This is can be accomplished under the Management Console for Windows Services by selecting the Log On tab and changing the account password.

• Wyse Streaming Manager – To change the administrator account password for the Wyse Streaming Manager provider environment, log in to the Wyse Streaming Manager as an administrator, select Change Password, and use the Change Password page.

LogsErrors pertaining to the Wyse Streaming Manager and related components are logged to the System Event Viewer. Descriptions of errors regarding licensing, server connections, database problems, configuration errors, and so on, are available through the System Event Viewer.

Wyse Streaming Manager stores log files in the database and on your file system. These have a set size and will rollover when they become too large (making the system self-maintaining). The default size of these logs is 10,000,000 bytes.

The Profile Log is a log of communication statistics on the server side giving information on how long request queue is at a given time, the effective bandwidth amount of requests

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received so far, and the type of requests received so far. It is located at the /server-install/log folder with the name in the format of:

prof-<erver-id>-<random>.txt. Format: Date [universal-time] [start-time] [delta-time] [request-count] [S/M] [CLIENT/CACHE] [IP address] [app-id] [fileID,pageID] (S=single, M=multiple)

Backup RecoveryIt is highly recommended that all system data is backed up for recovery purposes. Wyse Streaming Manager stores all system, topology, user, application, and usage data within the database. Since all information is contained in the Wyse Streaming Manager Database, backing up this database enables you to recover all system data. Use standard backup procedures common to database servers. For fault-tolerant systems, it is also recommended to replicate the database for fail-over.

System MonitoringWyse Streaming Manager comes with built-in monitoring tools that can be used to watch and check the health of the system. When an administrator logs into the Administrator Console, the System Overview page is shown. The System Overview page allows you to quickly view important summary information for each functional area of the Wyse Streaming Manager system. It also provides links to all of the functional areas so you can easily perform many of the Administrator duties that are required to run and maintain your Wyse Streaming Manager environment. For example, the Overview page allows you to quickly see that a server requires your attention (since Wyse Streaming Manager has noted this server problem in the Requires Attention area and provides you a link to the Server functional area page that you need to address the message.

For fault-tolerant provider systems, it is recommended to have system hardware monitoring in place. Third-party system monitoring software can be configured to watch and report on system status including:• Ping availability and response times• % CPU Utilization• Memory Available• Bandwidth consumption

The following list provides a few examples of system monitoring software:• Tivoli by IBM• Big Brother by Quest software• Nagios by Nagios• Performance Monitor by Microsoft

NoteFor additional information about Wyse Streaming Manager monitoring plug-ins for many of these systems, contact Wyse Technology Support.

9 Troubleshooting

This section provides information and help on installation, setup, conflicts, and general troubleshooting. For a complete list of error codes and descriptions, refer to "Error Codes."

Enabling Active Directory for the First TimeProblem: After enabling and configuring the Active Directory for the first time (as described in "Starting the Wyse Streaming Manager for the First Time"), clicking Finish produces an error stating that the Active Directory cannot be connected.

Solution: Use the following procedures to solve this problem:• Be sure that the Core Server and the Active Directory Server are part of the Domain

before the administrator of the local system begins installing WSM Core Server as described in "Pre-Installation Checklist."

• Ensure that the database user wsmdb is created in Active Directory with the same password as that of the database.

• Ensure that the display name for the database user is the same as the username.• Ensure that you can ping the Domain (for example, wsm.com).

Installing WSM Client on Windows XPProblem: You are installing the WSM Client on Windows XP (without a SP) and you encounter an error message that a .dll file is missing.

Figure 49 Missing file message

Solution: Obtain winhttp.dll and copy it into the Windows system32 folder. After you have done this, begin installing the WSM Client as described in "Installing and Configuring WSM Client."

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Network Devices are Unable to be Created in Active DirectoryProblem: You are trying to add a Network Device from the WSM Administrator Console and you encounter an error message.

Solution: Use the following procedures, in the order presented, to solve this problem:

1. Ensure that the Network Device is created in Active Directory.

2. Change the OS Authentication service to run with a User with Account Operator credentials

HTTP Error:404 /admin/ not found RequestURL=/admin/ powered by jettyProblem: You are logging in to the Administrator Console and you encounter the following error message:

“HTTP Error:404 /admin/ not found RequestURL=/admin/ powered by jetty.”

Solution: Use the following procedures, in the order presented, to solve this problem:

1. Ensure your WSM Administration Web Service is running (see "Verifying the Status of the Wyse Streaming Manager Service Files"). If you still encounter the error, go to Step 2.

2. Ensure that your database is correctly configured and running. If you still encounter the error, go to Step 3.

3. Open the registry at HKLM\System\CurrentControlSet\Services\WSMAdminService, add a multi-string key called DependOnService, set the value to MSSQLSERVER, and then reboot the Core Server. If you still encounter the error, go to Step 4.

4. Ensure that you downloaded and installed the Microsoft SQL Server 2000 Driver for JDBC Service Pack 3 onto the Core Server as described in "Pre-Installation Checklist." If you did not complete this installation, you must now use the custom installation procedures as described on the Microsoft Web site and install the driver to the following location:C:\Program Files\Wyse\WSM\admin\Jetty\webapps\admin\WEB-INF\libAfter you install the driver, be sure to restart the WSM Administration Web Service as described in "Verifying the Status of the Wyse Streaming Manager Service Files."

Troubleshooting 67

Verifying the Status of the Wyse Streaming Manager Service FilesA successful installation places the following WSM files into the Services folder (you can view these files by clicking Start | Control Panel | Administrative Tools | Services): • WSM Administration Web Service - Provides an administration interface for the Wyse

Streaming Manager.• WSM Monitor - Monitors and controls the WSM Services on the machine to which it is

loaded.• WSM OS Authentication Service - Allows you to manually start and stop the OS

Authentication service for the Wyse Streaming Manager.• WSM OS Streaming Service - Allows you to manually start and stop the OS Streaming

service for the Wyse Streaming Manager.• Content Distribution Service - Allows you to synchronize the repositories of OS and

Application images between the Core and remote servers.

Figure 50 Services folder and WSM files

NoteTo start or stop a service, right-click on the service file (for example, WSM Administration Web Service) and select Start or Restart (to start the service) or select Stop (to stop the service).

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Re-configuring an OS ImageIf you want to copy or move an OS Image from one Core Server (for example, a lab environment) to another Core Server (for example, a production server), then that OS Image must first be re-configured.

Similarly, if you want to change the current Active Directory integration mode (Enabled or Disabled), then that OS Image must be re-configured.

NoteThese re-configuration procedures must be done on a client machine that has been booted from this OS Image in No Cache (Private Mode). For procedures on adding an OS Image and assigning it to a server, refer to the Wyse Streaming Manager Administrators Guide.

To re-configure an OS Image:

1. (Only required if you want to change the current Active Directory integration from Disabled to Enabled) Join the OS Image to the domain you specified (when you added the OS Image using the Administrator Console as described in "Configuring the OS Image") by using the Microsoft procedures for joining a domain, reboot the system, and continue with Step 2.

2. Login as a user with administrator privileges on the client machine and locate the WSMClientPostConfig.exe (default location is C:\Program Files\Wyse\WSM\os).

Figure 51 WSMClientPostConfig.exe

Troubleshooting 69

3. Double-click the WSMClientPostConfig.exe to open the WSM Client Post Configuration window.

Figure 52 WSM Client Post Configuration

4. Complete WSM Client Post Configuration dialog box using the following guidelines:• Depending on whether or not you want to integrate WSM Streaming Manager with

Active Directory, select or clear the Enable Active Directory Integration check box.

• If you want to change the WSM Core Server settings, select the WSM Core Server settings check box and enter the new IP Address of the Core Server, and Port settings of the WSM OS Streaming Server.

5. Click OK.

6. Shutdown the client machine.

7. Log in to the Administrator Console and edit the OS Image so that either the Persistent Cache (Shared Mode) or Volatile Cache (Shared Mode) option is selected for the Mode. For procedures on editing an OS Image, refer to the Wyse Streaming Manager Administrators Guide.

8. If the intention of this re-configuration was to move the OS Image to a different Core Server, the OS Image can be now copied to that new Core Server, and added to the new Core Server through the Administration Console. For procedures on adding an OS Image to a server, refer to the Wyse Streaming Manager Administrators Guide.

After completing the procedures in this section the OS Image is ready to be used by multiple client machines.

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Uninstalling Wyse Streaming ManagerTo uninstall the Wyse Streaming Manager Core Server you must stop all services listed in "Verifying the Status of the Wyse Streaming Manager Service Files" (right-click each WSM file in the Services folder and select Stop), and then use the Windows Add or Remove Programs dialog box to remove WSM Server from the list of Currently installed programs (follow the Windows procedures for removing a program).

NoteYou can be sure that the WSM services are stopped by viewing that the status of each of the files is empty (when running the status of the files is Started).

Figure 53 Add or Remove Programs

NoteIf you want to re-install the Wyse Streaming Manager, verify that the Wyse/WSM directory and all contents are deleted from your installation folder before you begin to re-install Wyse Streaming Manager. If you want to reuse your existing OS Images and Application Images, you can copy them before you delete the folders.

A Error Codes

This section includes the most common errors that you may encounter, either in a displayed message box or in a log file. For information and help on installation, setup, conflicts, and general troubleshooting, refer to "System Maintenance."

Table 4 Error codes, symbolic representation, and error description

Code Symbolic Representation Error Description

2 OTERROR_AI_BAD_XML_FORMAT Missing configuration data in the basicConfig.jsp file for the AutoInstall routine.

4 OTERROR_AI_SYSCHECK_REJECTED Failed AutoInstall system check because of existing MacID.

10 OTERROR_AI_ENVTEST_BAD_OS Unsupported Operating System version.

15 OTERROR_AI_ENVTEST_NO_APPSERV Could not ping the Application server, probably because of an Application server outage or a firewall issue.

16 OTERROR_AI_ENVTEST_NO_SLIMSERV Could not ping the Application Authentication Server, probably because of a Application Authentication Server outage or a firewall issue.

26 OTERROR_AI_TERMINAL_SESSION_DET Client cannot be installed using Terminal Services.

3002 to 3008

OTERROR_EMS* Network communication time-out.

3024 to 3030

OTERROR_EMS_PROXY* Proxy issues with authentication or proxy gateway detection.

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5006 OTERROR_SLIM_AT_ALREADY_HELD User attempted to run more sessions of an application than allowed (for information on license management, refer to the Wyse Streaming Manager Administrators Guide).

5010 OTERROR_SLIM_USER_DISABLED Disabled or deleted user attempted to run an application session.

7003 OTERROR_APS_BAD_PAGE_NUMBER The page requested is not valid. Either the appset has been unloaded or badly published.

8001 OTERROR_DB_CONNECT_FAILURE Servers could not connect to the database. Be sure that the ODBC and JDBC configurations are correct and DB is up.

10021 OTERROR_MONITOR_TERMINATED Monitor terminated.

100020 OTERROR_OUT_OF_MEMORY AutoInstall component cannot download the configuration XML, usually because of an old AutoInstall version.

Table 4 Error codes, symbolic representation, and error description, Continued

Code Symbolic Representation Error Description

Figures1 InstallShield Wizard 152 InstallShield Welcome 163 License Agreement 174 Destination Folder 185 Streaming Directory Information 196 Database Server 207 SQL Server 218 Ready to Install the Program 229 Installing WSM Core Server 2310 WSM Core Server Config Wizard 2411 InstallShield Wizard Completed 2512 Login 2713 Import Server License 2814 Valid dates of successfully added license 2915 Configure Active Directory 2916 Configure Active Directory page - expanded 3017 System Overview Congratulations 3118 Core Server Details page 3219 InstallShield Wizard 3420 License Agreement 3521 Customer Information 3622 Destination Folder 3723 Ready to Install the Program 3824 Installing WSM Client 3825 Windows Logo testing message 3926 Found New Hardware Wizard 4027 Installing hardware 4128 Completing the Found New Hardware Wizard 4229 WSM Client Config Wizard 4330 InstallShield Wizard Completed 4431 OSMVDiskImage.exe 4532 WSM VDisk Image Creation Utility 4633 Building Virtual Disk 4734 Done message 4735 WSM Client Login in progress message 4836 System Settings Change message 4937 InstallShield Wizard 5138 InstallShield Welcome 5239 License Agreement 5340 Destination Folder 5441 Core Server Information 5542 Warning message 5543 Database Server 5644 Streaming Directory Information 5745 Ready to Install the Program 5846 Installing WSM Edge Server 5947 WSM Edge Server Config Wizard 6048 InstallShield Wizard Completed 6149 Missing file message 6550 Services folder and WSM files 6751 WSMClientPostConfig.exe 6852 WSM Client Post Configuration 69

74

53 Add or Remove Programs 70

Tables1 Server Hardware Requirements 72 Server Software Requirements 73 Example of DHCP server options 124 Error codes, symbolic representation, and error description 71

Installation Guide

Wyse Streaming ManagerIssue: 022806

Written and published by: Wyse Technology Inc., February 2006

Created using FrameMaker® and Acrobat®

wsm installation guide

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