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Faronics Core User Guide

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  • Page 1 Faronics Core User Guide...
  • Page 2 Last modified: November, 2009 © 1999 - 2009 Faronics Corporation. All rights reserved. Faronics, 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 trademarks of Faronics Corporation. All other company and product names are trademarks of their respective owners.

  • Page 3: Table Of Contents

    Elements of Core Server and Core Database........
  • Page 4 Uninstalling the Core Agent from the Workstation ....... . 94...
  • Page 5 Appendix C Multiple Subnet Multiple Core Servers ....... . .

  • Page 6: Contents

    Contents Faronics Core Console User Guide...

  • Page 7: Preface

    Preface Faronics Core provides enterprise deployment and management capabilities for Faronics’ software solutions. Topics Important Information Technical Support Definition of Terms Faronics Core User Guide...

  • Page 8: Important Information

    • Faronics Core User Guide — This document guides you how to use the product. • Faronics Core Release Notes — This document lists the new features and known issues and closed issues. • Faronics Core readme.txt — This document will guide you through the installation process.

  • Page 9: Technical Support

    • Fax: 800-943-6488 or 604-637-8188 • Hours: 7:00am to 5:00pm (Pacific Time) • Address: Faronics Technologies USA Inc. 2411 Old Crow Canyon Road, Suite 170 San Ramon, CA 94583 Faronics Corporation 609 Granville Street, Suite 620 Vancouver, BC V7Y 1G5...

  • Page 10: Definition Of Terms

    The Core Agent, that is installed on the workstation, enables communication between the workstation and the Core Server. Faronics Core Faronics Core consists of the Core Server, Core Console, Core Database and the Core Agent. Loadin A Product Loadin is a software library that adds new product-specific functionality to Faronics Core.

  • Page 11: Introduction

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

  • Page 12: Faronics Core Overview

    Faronics Core with product-specific status, actions and reports. Faronics Core has the following components: • Core Console (UI Tier) — The user interface used to manage and monitor Core Servers and workstations. A single instance of Core Console can connect to multiple Core Servers. •...

  • Page 13: Elements Of Core Server And Core Database

    Products that use Faronics Core consist of two main components: 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 Server and allows you to manage the Product Loadins installed on the various workstations.
  • Page 14 These generated reports appear under the Reports node in the Console Tree pane. Faronics Core can host multiple Product Loadins at the same time and can manage all products concurrently. For more information on installing and uninstalling a particular Product Loadin refer to the documentation for the specific Product Loadin.
  • Page 15 Faronics Core Overview When Core Console is launched, it is displayed as follows: The Loadins displayed in 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 Server.

  • Page 16: System Requirements

    Introduction System Requirements The system requirements for Faronics Core and its components is described in the following section. Core Console Requirements System Requirements The following system requirements must be met to successfully install Core Console: • 32- or 64-bit editions of Windows XP SP3, Windows Vista and Windows 7 •...

  • Page 17: Workstation Requirements

    For deployments over 1,000 computers it is highly recommended to use the Standard or Enterprise versions of SQL Server. Workstation Requirements System Requirements The Core Agent can be installed on any computer running the following Microsoft Windows operating systems: • Windows 2000 SP4 •...
  • Page 18 Introduction Faronics Core User Guide...

  • Page 19: Installing Faronics Core

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

  • Page 20: Installation Overview

    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 download and install them. When Core Console is run for the first time, the Configuration Wizard is launched automatically.

  • Page 21: Installing Faronics Core

    3. There are two options to install Faronics Core components: — Select Install Core Console only to install only the Core Console on the computer. Select this option if the Core Console and the Core Server are on two different computers.
  • Page 22 Installing 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. Click Install to start the installation.

  • Page 23: Accessing Core Console

    6. Click Finish when 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 Console. You can also access Core Console via the shortcut on the desktop. Faronics Core User Guide...
  • Page 24 Installing Faronics Core Faronics Core User Guide...

  • Page 25: Configuring Faronics Core Via The Configuration Wizard

    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 Configuration Wizard Faronics Core User Guide...

  • Page 26: Configuration Wizard

    Certificates, create the first administrator and configure the Core Database. 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. For this example, we have selected Generate a new certificate.
  • Page 27 Backup private key for storage or sharing with other servers — select the check box to create a backup of the Private Key. Click Browse to select the path. This is useful when multiple Core Servers need to decrypt communication from the same Core Agent.
  • Page 28 When creating the database for the first time, or when logging in under a new account with Windows Authentication, enter the 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.
  • Page 29 — Re-enter password — Re-enter the password. — E-mail — Specify the email address. 7. Click Next to view the new features in this release. 8. Click Finish to exit the Configuration Wizard. Faronics Core User Guide...
  • Page 30 Configuring Faronics Core via the Configuration Wizard Faronics Core User Guide...

  • Page 31: Configuring Core Console Manually

    Configuring Core Console Manually 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 Console Core Console Properties Dialog Console Tab...

  • Page 32: Connecting To A Core Server

    • Name or IP — the name of the Core Server or the IP address. • Port — the port through which Core Console connects to the Core Server. The default port is 1234. • UserId — the UserId for the Core Server.

  • Page 33: Compatibility Of Loadin Versions On Core Server And Core Console

    It is recommended that the Loadins on all Core Servers are upgraded at the same time. If the Loadin versions on the Core Console and the Core Server are different, the following dialog is displayed: Complete the following steps to resolve the mismatch: 1.

  • Page 34: Core Console Properties Dialog

    IIS 7.0 runs on Microsoft Windows Vista, Microsoft Windows Server 2008, Windows 7. The WOL Web Service tab is displayed only if you have installed Core Console on Microsoft Windows Vista and Microsoft Windows Server 2008.

  • Page 35: Console Tab

    Core Console connects to the Faronics web site. • Port Number— displays the port for the Core Server on the Core Server node. • Logged User — displays the user currently logged in to Core Console.

  • Page 36: About Tab

    Configuring Core Console Manually 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 installation. Loadins are licensed and installed separately.

  • Page 37: Configuring Core Server Manually

    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 Tab About Tab Faronics Core User Guide...

  • Page 38: Overview

    Configuring Core Server Manually Overview 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 and 7753. For more information, refer to Ports used by Faronics Core.

  • Page 39: Server Tab

    Configure Action Behavior This feature allows you to configure the behavior of various actions configured via Core Console. You can configure the behavior of actions for the Core Server as well as the Loadins. To Configure Action Behavior, complete the following steps: 1.
  • Page 40 Keep tasks active for - select this check box to keep the action active if the workstation is not communicating with the Core Server. If this option is selected, the tasks will remain in the Active node of the Console Tree pane until all the offline computers come back online or, until...
  • Page 41 Restore Defaults - select this option to restore to default settings. 5. Click OK to apply the settings. Changes to the settings in the Edit Action Behavior dialog will be applied globally to all new and scheduled tasks of the type displayed in the dialog. Faronics Core User Guide...

  • Page 42: Database Tab

    The Database tab allows you to configure the database. Complete the following steps to configure the database: 1. In the Console Tree pane, right-click Core Console and select Properties. Select the Database tab. 2. Click Change Settings to change the database connection settings or to connect to a different database server.

  • Page 43: Wol Web Service Tab

    IIS 7.0 runs only on Microsoft Windows Vista, Microsoft Windows Server 2008 and Windows 7. The WOL Web Service tab is displayed only if you have installed the Core Console on Microsoft Windows Vista or Microsoft Windows Server 2008.
  • Page 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 necessary during this step. Faronics Core User Guide...

  • Page 45: Sending An Email Via The Remote Wol Email Generator

    IDs. 9. Click OK to exit the Core Console Properties dialog. Sending an Email via the Remote WOL Email Generator The Remote WOL Email Generator can be used to create and send a reminder email to the users of a particular workstation.
  • Page 46 Configuring Core Server Manually 1. Select workstation(s) from the list of managed workstations. 2. Right-click and select Create Remote WOL Reminder. The Remote WOL Email Generator dialog is displayed. — Click Legend for a list of macros that can be used.

  • Page 47: Waking Up Workstations Via The Remote Workstation Wake Up Web Interface

    Virtual Private Network (VPN) (if a VPN has been set up). The Web Server is installed on the Core Server and users have to log on to your corporate VPN to wake up the workstations.

  • Page 48: About Tab

    Configuring Core Server Manually About 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 Core installation. Loadins are licensed and installed separately.

  • Page 49: Core Agent Installer

    Core Agent Installer Core Agent Installer The Core Agent Installer is used to install the Core Agent on the workstation. The Core Agent is used to establish communication between the Core Console, Core Server and the Core Database. This installer must be deployed to the workstations to be managed using Core Console.
  • Page 50 Configuring Core Server Manually Faronics Core User Guide...

  • Page 51: Using Advanced Options

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

  • Page 52: Faronics Core Security

    This might be useful when multiple Core Servers have to manage the same set of workstations in an organization. Although a workstation can connect to only one Core Server at a time, this can be changed by re-installing/upgrading the Core Agent on the workstation so that it can report to another Core Server.
  • Page 53 Faronics Core Security 4. Repeat this procedure on multiple Core Servers that need to connect to the 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.

  • Page 54: Ports Used By Faronics Core

    This section explains the ports used by Faronics Core and their significance. The following ports are used by Faronics Core: • 7751 — This port is on the workstation and is used to receive commands from the Core Server. The Ping command is enabled on this port. •...

  • Page 55: Wake-On-Lan

    Core Agent Installer. When Faronics Core Console attempts to wake up a workstation on a remote subnet, it contacts a WOL relay on that subnet, using it to re-broadcast the wake up message on the target subnet. For information on configuring Wake-on-LAN Web service, refer to WOL Web Service Tab.
  • Page 56 Using Advanced Options Faronics Core User Guide...

  • Page 57: Deploying The Core Agent

    Deploying the Core Agent This chapter explains the process of deploying the Core Agent on your 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 the Console...

  • Page 58: Discovering Unmanaged Workstations In Core Console

    Deploying the Core Agent Discovering Unmanaged Workstations in Core Console An unmanaged workstation is a workstation that does not have the Core Agent installed. Once the Core Agent has been installed, that workstation can be fully managed through Core Console.

  • Page 59: Discovering Unmanaged Workstations On The Local Network

    To view the workstations, right-click the workgroup and select Refresh. Core Console re-scans the network in the background and creates a new node in the Console Tree pane for every workgroup or domain it discovers. Selecting any of these nodes displays the workstations that exist in that particular domain or workgroup.

  • Page 60: Discovering Unmanaged Workstations Using Ldap

    Deploying the Core Agent Discovering Unmanaged Workstations using LDAP To discover workstations using a directory service, such as Microsoft Active Directory or Novell Directory Services, a new LDAP connection must be added. To add a new LDAP Connection, complete the following steps: 1.
  • Page 61 — Select Anonymous Connection to connect anonymously. — Select Use Privileges of Console User to use the credentials of the Core Console user. — If the connection requires a user name and password, be sure to select the Connect with these credentials radio button.

  • Page 62: Deploying The Core Agent From The Console

    Deploying the Core Agent from the Console Once unmanaged workstations have been discovered, (either through the Windows Network or via an LDAP Connection) the Core Agent can be installed directly from Core Console. If Windows Firewall is enabled on the target workstation, the File and Printer Sharing as well as Remote Administration exceptions must be enabled.
  • Page 63 Deploying the Core Agent from the Console 2. Click on Install Core Agent in the Action pane. The Create Core Agent dialog is displayed with the following options: — Event Reporting Connection — This field displays the server to which the workstation communicates.
  • Page 64 Deploying the Core Agent The above Windows credentials are required to install the Core Agent using WMI. Ensure that the credentials are unique on the target workstation. 4. Click OK. The Core Agent is installed on the selected workstation. Faronics Core User Guide...

  • Page 65: Deploying The Core Agent Manually On The Workstation (Attended Install)

    Creating a Core Agent Installer to create a Core Agent installer. The Core Agent installer file can be deployed manually on the workstation by copying the Core Agent installer .msi file from the folder where it was saved and executing it on the target workstation(s).

  • Page 66: Displaying Workstations In Core Console

    Deploying the Core Agent Displaying 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 columns are populated with the information in Core Console.

  • Page 67: Using Core Console

    Using Core Console 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 Configuring the Core Agent Upgrading the Core Agent Faronics Core User Guide...

  • Page 68: Core Console Layout

    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 detail below. Faronics Core User Guide...

  • Page 69: Core Console User Interface Components

    Core Server — There can be multiple server nodes. The management of workstations, processing of tasks and communication between Core Console and workstations is done by the Core Server. There is one Core Server node for each connection between Core Console and a Core Server.

  • Page 70: Core Console Action Pane

    Console Tab in the Core Console properties dialog for a check to succeed. If this box is not selected, clicking on the Core Console node only displays the current version installed and does not connect to www.faronics.com to check for a newer version.
  • Page 71 Remove from Database — One or more workstations can be removed from the list. The workstation will reappear in the list if it is restarted or if it is trying to send information to the console computer. If the Core Agent is uninstalled from the workstation, it will not appear in the list.

  • Page 72: Manage Users And Roles

    Using Core Console Manage Users and Roles Core Console allows you to configure and manage multiple 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.

  • Page 73: Permissions For User Roles

    • Email address — enter the email address for the user. • User Role for Core Console — select if 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 allow assigning users to users.

  • Page 74: Edit A User

    Once a user has been created, the credentials can be edited 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 the user to edit and click Edit User.
  • Page 75 Email address — enter the email address for the user. • User Role for Core Console — select if the user is an Administrator, Power User, User or Guest. 4. Click OK. The user is edited. Click Close. Faronics Core User Guide...

  • Page 76: Activate Or Deactivate A User

    Using Core Console Activate or Deactivate a User Users can be activated or deactivated via Core Console. Users deactivated will not be able to perform any actions on Core Console. Deactivated users can be activated as required. Complete the following steps to edit a user: 1.

  • Page 77: Custom Workstation Groups

    Workstation Groups and Mixed Custom Workstation Groups. Dynamic Custom Workstation Groups In a scenario where you have multiple managed workstations, Core Console 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.
  • Page 78 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 created and displayed in the Rule Editor dialog. Click OK. Faronics Core User Guide...
  • Page 79 — less than or equal to The options displayed in the Column and Comparison drop-down depend on the Loadins installed on your system. The Loadins displayed are not part of the Core Console installation. Loadins are licensed and installed separately.

  • Page 80: Static Custom Workstation Groups

    Workstations in the Static Workstation Group can be deleted by selecting the workstation and pressing Delete. Workstations in the Dynamic Workstation Group cannot be deleted. To delete workstations in the Dynamic Workstation Group, modify or delete the filter. Faronics Core User Guide...

  • Page 81: Scheduling Action

    Once a task has been created, the workstations in the task can be modified in the following ways: • Drag and drop one or more workstations from Console Tree pane > Managed Workstations node to Console Tree pane >Task>Scheduled>[Task Name]. The task is now updated with the newly added workstation. Faronics Core User Guide...

  • Page 82: Viewing, Editing, Re-Executing, Canceling And Renaming Scheduled Actions

    Right-click on Succeeded and select Re-execute task (x) to re-execute the task on workstations where the task has succeeded. — x stands for the number of workstations under this option. 3. The task is re-executed. Faronics Core User Guide...
  • Page 83 Rename To rename a task, complete the following steps: 1. Select Tasks>Active>[Task Name] in the Console Tree pane. 2. Right-click on the task and select Rename task. 3. Specify a new name and click OK. Faronics Core User Guide...

  • Page 84: Reports

    5. Enter the Email address and click Send. Printing Reports 1. Select Reports>[Report Name] in the Console Tree pane. 2. Right-click on the selected report. 3. Select Print Report. 4. Select the printer and click Print. Faronics Core User Guide...

  • Page 85: Configuring The Core Agent

    — Event Reporting Connection — This field displays the server to which the workstation communicates. This field cannot be edited. — Core Server Connection — This field displays the port on which the Core Agent listens. The default port is 7751. The port cannot be changed.

  • Page 86: Upgrading From Core Console 2.X To Faronics Core 3.0

    Using Core Console Upgrading from Core Console 2.x to Faronics Core 3.0 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 2.x to Faronics Core 3.0, refer to the...

  • Page 87: Upgrading The Core Agent

    Workstations > 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 Agent reports to, a new Core Agent has to be created with the credentials of the new Core Server.
  • Page 88 Using Core Console Faronics Core User Guide...

  • Page 89: Uninstalling Faronics Core

    Uninstalling Faronics Core This chapter explains the process 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 Uninstalling Core Console (Including Database)

  • Page 90: Uninstalling Core Console And Core Server Via The Installer

    Uninstalling Faronics Core Uninstalling Core Console and Core Server via the Installer Core Console and Core Server can be uninstalled through the installer. To uninstall, complete the following steps: 1. Double-click FaronicsCore.exe. 2. Click Next. Click Remove. 3. Core Console and Core Server are removed from the computer.

  • Page 91: Uninstalling Core Console And Core Server Via Add Or Remove Programs

    Uninstalling Core Console and Core Server via Add or Remove Programs Uninstalling Core Console and Core Server via Add or Remove Programs Core Console and Core Server can be uninstalled through Add/Remove Programs. To uninstall, complete the following steps: 1. Click Start > Control Panel.

  • Page 92: Uninstalling Core Console (Including Database)

    Uninstalling Faronics Core Uninstalling Core Console (Including Database) To completely remove Core Console, Core Server, including all previously created database entries, 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.
  • Page 93 Uninstalling Core Console (Including Database) 6. Click Remove. Core Console and the database are removed from the computer. 7. Click Finish to exit the dialog. Faronics Core User Guide...

  • Page 94: Uninstalling The Core Agent From The Workstation

    Uninstalling Faronics Core Uninstalling the Core Agent from the Workstation The 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 the following steps: 1.

  • Page 95: Appendix A Single Subnet Single Core Server

    Core Agent — There are multiple workstations with the Core Agent installed. Multiple Core Agents report to the Core Server. The Core Sever is managed via Core Console 1 and Core Console 2. The Core Server stores all the information about workstations in the database.
  • Page 96 Appendix A Single Subnet Single Core Server Faronics Core User Guide...
  • Page 97 Core Console 1 and Core Console 2. Core Console 1 and Core Console 2 can manage Core Sever 1 and Core Server 2. The Core Server 1 and Core Server 2 store the information about workstations in the database.

  • Page 98: Appendix B Single Subnet Multiple Core Servers

    Appendix B Single Subnet Multiple Core Servers Faronics Core User Guide...
  • Page 99 The above architecture has the following components: • Core Server — There are two Core Servers in this setup, Core Server 1 and Core Server 2. • Core Console — Multiple Core Consoles connect to the both Core Servers. Core Console 1, Core Console 2 and Core Console 3.

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