American Dynamics Intellex Policy Manager Installation And Configuration Manual
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American Dynamics Intellex Policy Manager Installation And Configuration Manual

American Dynamics Intellex Policy Manager Installation And Configuration Manual

Version 1.30
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Installation and

Configuration Guide

®
Intellex
Policy Manager
Version 1.30
Part Number 8200-2603-11 A0

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Summary of Contents for American Dynamics Intellex Policy Manager

  • Page 1: Configuration Guide

    Installation and Configuration Guide ® Intellex Policy Manager Version 1.30 Part Number 8200-2603-11 A0...
  • Page 2 Customer Service Thank you for using American Dynamics products. We support our products through an extensive worldwide network of dealers. The dealer through whom you originally purchased this product is your point of contact if you need service or support. Our dealers are empowered to provide the very best in customer service and support.

  • Page 3: License Information

    License Information READ THIS LICENSE AGREEMENT BEFORE OPENING THE DISK PACKAGE, INSTALLING THE SOFTWARE, OR USING YOUR SYSTEM. THIS LICENSE AGREEMENT DEFINES YOUR RIGHTS AND OBLIGATIONS. BY BREAKING THE SEAL ON THIS PACKAGE, INSTALLING THE SOFTWARE, OR USING YOUR SYSTEM, YOU AGREE TO ALL OF THE TERMS AND CONDITIONS OF THIS AGREEMENT.
  • Page 4 license will substantially perform as described in the user documentation provided with the product when used with the specified hardware. CUSTOMER REMEDIES Sensormatic's entire liability and your exclusive remedy under this warranty will be, at Sensormatic's option, to a). attempt to correct software errors with efforts we believe suitable to the problem, b).

  • Page 5: Table Of Contents

    Contents Installation and Configuration Compatibility of Policy Manager Configurations ......1 Compatibility Within the 4.1 Release ........1 Introduction .
  • Page 6 Contents Intellex® Policy Manager...

  • Page 7: Installation And Configuration

    Installation and Configuration Caution You must read these instructions before installing Policy Manager. It is essential that you adhere to the compatibility matrix below when configuring versions of Intellex, the Policy Manager Admin Client, and the Policy Manager server. Compatibility of Policy Manager Configurations Policy Manager 1.30 is compatible with Intellex versions 3.2, 4.0, 4.1, 4.2 and their service packs.

  • Page 8: Introduction

    Policy Manager and Intellex. The User Requirements that precede the instructions cover the minimum skill set for an administrator installing Intellex Policy Manager. The minimum configuration is a starting point for setting up Policy Manager. If, however, you wish to use an alternate system setup, adjust the process where necessary to accommodate your custom configuration.

  • Page 9: Preparing To Install Policy Manager

    Installation and Configuration Preparing to Install Policy Manager Before installing Policy Manager, you must set up the domain network and user accounts. Network Requirements Policy Manager is not network administration software and does not provide any tools for setting up a network, adding computer names, instrument or user accounts. These areas are outside the scope of this document.

  • Page 10: Windows Firewall

    Installation and Configuration Windows Firewall Policy Manager Server does not support the Windows Firewall on Windows XP (SP2) or Windows Server 2003 (SP1). If you want to install the server on one of these specific operating systems, you must disable the firewall. Refer to Microsoft documentation for instructions. This restriction does not have an impact on installation of the client software.

  • Page 11: Site Worksheet

    Installation and Configuration Site Worksheet Complete this worksheet and use as a reference for all the computer names and user accounts related to the Intellex DVMS network with Policy Manager. Note These accounts must either already exist, or you must add them to the domain before beginning installation.

  • Page 12: Site Worksheet Continued

    Installation and Configuration Site Worksheet Continued Enter account names for users who fill the following three roles. Use these later when assigning permissions to the roles. Instruments • ______________________________ (Have permission to auto log on from instruments to the network and connect to Policy Manager •...

  • Page 13: Upgrade Instructions

    Installation and Configuration Upgrade Instructions Upgrading Policy Manager from v1.2 to v1.30 When you install the Policy Manager server, the following message appears: Do you want the installation to reset your existing SiteMap settings? This will also delete all existing instrument settings and default security template. •...

  • Page 14: Accounts And Roles

    Installation and Configuration To ensure that these accounts are active and the passwords are correct prior to beginning the installation procedure, simply log on to the network domain using the user name and password for each account. A typical installation would use a networked PC set aside for the Policy Manager application. Refer to Appendix A for information on installing Policy Manager on a Windows Server 2003 system.

  • Page 15: Installing Policy Manager On A Networked Pc

    Installation and Configuration Installing Policy Manager on a Networked PC You can install Policy Manager on a PC running Windows 2000, Windows XP Pro or Microsoft Vista. Caution Do not connect the hardware key until the end of the server installation procedure. 1 Insert the Policy Manager CD.
  • Page 16 Installation and Configuration 3 Review and accept the license agreement and click Next. The Choose Destination dialog displays: 4 Confirm that the install destination folder is correct. Click on the Browse... button to select another. 5 Click Next. The Select Features dialog displays: Caution DO NOT select Policy Manager...
  • Page 17 Installation and Configuration 7 The Ready to Install dialog displays. Click Install. The Set Application Identity dialog displays: 8 Enter the Username, Password, and Domain Name for the Policy Manager Server user account. 9 Click Next. The Populate Application Roles dialog displays: This screen defaults to the Instruments...
  • Page 18 Installation and Configuration 10 Click on the Add Member... button. The Select Users or Groups dialog displays: Note Different versions of the operating system may have different versions of this dialog. This one is for Windows 2000. Refer to your Microsoft documentation for information about this dialog. Intellex®...
  • Page 19 Installation and Configuration 11 To assign the Instrument role: a Select a user and click on the Add button. b Repeat as appropriate (you can assign the Instrument role to more than one user). c Click OK. 12 The Populate Application Roles dialog redisplays: The users you selected in step 12 will display in the Members Assigned to Instruments section.
  • Page 20 Installation and Configuration 16 The Populate Application Roles dialog redisplays. The users you selected in step 15 will display in the Members Assigned to Security Administrators section. 17 Select the Security Administrators option (in the left-hand side of the screen). The Populate Application Roles screen displays: 18 Click on the Add Member...
  • Page 21 Installation and Configuration 23 The installation will continue and the following screen will eventually appear: 24 In the Username field, enter the Policy Manager Server account that you created in step 8. The Domain Name text box should be filled in for you. 25 Click Next.
  • Page 22 Installation and Configuration 28 Insert the hardware key into a USB socket and double-click on the AdminClient Management Console icon that has been placed on your desktop. The Archive Manager Console displays: Note If you do not have Site Administrator or Security Administrator roles, the following dialog displays instead of the Archive Manager Console: If this happens, click OK.
  • Page 23 Installation and Configuration 30 The hardware key serial number should be recognized and the License Status box should be auto-populated with the terms of your license agreement. If the License Status box does not auto-populate or if it suggests that the license Product ID is invalid, click on the Update button. The following screen displays: 31 Enter your Product ID and click Update.

  • Page 24: Installing Policy Manager Adminclient On A Local Pc

    Installation and Configuration Installing Policy Manager AdminClient on a Local PC In the previous section, you may have chosen to install the Policy Manger AdminClient on a networked PC. You can also install AdminClient on a local PC. Policy Manager AdminClient is recommended as it provides an interface with which you can administer Policy Manager using the system on which it is installed.

  • Page 25: Installing Policy Manager Components On Intellex

    Installation and Configuration 5 Click Next. The Select Features dialog displays: Caution DO NOT select Policy Manager Intellex Components. 6 Select Policy Manager AdminClient and click Next. Note Do not select Policy Manager Intellex Components. 7 On the dialog that displays, click Install. 8 At the Locate Server screen, enter or browse for the computer name of the Policy Manager server that you previously installed.
  • Page 26 Installation and Configuration 1 Insert the Policy Manager CD. Setup.exe will run and the Policy Manager - InstallShield Wizard will display: 2 Click Next to begin the installation. The License Agreement dialog displays. 3 Review and accept the license agreement and click Next. 4 Click Next.
  • Page 27 Installation and Configuration 6 On the dialog that displays, select Install. The following screen displays: Installation and Configuration Guide 21...
  • Page 28 Installation and Configuration 7 Enter your Policy Manager server name. Note To locate the server on the network, click on the Browse... button. The following dialog will display: Select Entire Network > Microsoft Windows Network > “Your Domain" (example Ntlxvideo) > “PM Server Name”...
  • Page 29 Installation and Configuration 9 Enter the instruments role account name, password, and domain specified on your Site Worksheet to be used for Automatic Domain Logon. Note These details relate to the instrument account set up by your network administrator or IT department.

  • Page 30: Installing Policy Manager On A Windows Active Directory Domain

    Installation and Configuration 14 Intellex’s advanced security logon screen displays: 15 Enter valid logon details and click OK. Note Select the Remember User Name/Domain radio button if you want Intellex to remember your logon details. 16 Installation is now complete. You should be able to see this Intellex in the Policy Manager list of secured instruments.

  • Page 31: Adding Other Policy Manager Users And Roles

    Installation and Configuration Adding Other Policy Manager Users and Roles Note If you add new users later, you must manually set the remote launch and activation permissions for those users, and then re-export the application. To set remote launch and activation permissions manually, see Manually Setting Remote Launch and Activation Permissions on page 25.
  • Page 32 Installation and Configuration 1 Open Component Services and navigate to the local computer. 2 Right-click the computer icon and select Properties. The properties for the local computer appear. Intellex® Policy Manager...
  • Page 33 Installation and Configuration 3 Select the COM Security tab and click Edit Limits for Launch and Activation Permissions. The Access Control Editor appears. 4 Click Add to display the object picker to select new users and/or groups. For each new user or group you add, be sure that full access is granted.

  • Page 34: Exporting The Proxy After New Users Are Added On Windows Xp Service Pack 2 Or Windows Server 2003 Sp1

    Installation and Configuration Exporting the Proxy after New Users are Added on Windows XP Service Pack 2 or Windows Server 2003 SP1 This section describes the required steps to run the PolicyManager AdminClient software on workstations using Windows XP with SP2 installed. Configuration Explanation Service Pack 2 dramatically alters the security environment of Windows XP.
  • Page 35 Installation and Configuration a From Component Services, right-click the PolicyManagerRemoteServices application and select Export… b The welcome screen for the Component Services export dialog appears. Click Next to enter the main dialog. Choose Export as Application proxy. Be sure to export to a shared network drive that is accessible from the client machine where you will install the AdminClient software.
  • Page 36 Installation and Configuration Installing a client proxy Note If you have not done a normal installation of the AdminClient software on the target client machine, install it now. The following steps are based on your having a valid installation for the client software on the target machine before you begin.
  • Page 37 Installation and Configuration 3 Right-click COM+ Applications and select New > Application. The new application dialog appears. Installation and Configuration Guide 31...
  • Page 38 Installation and Configuration 4 Click Install pre-built application(s). In the dialog box, navigate to the network share folder where you saved the exported application from step 1b above. 5 Select the proxy .MSI file and click Open. The Select Application Files dialog appears. Intellex®...
  • Page 39 Installation and Configuration 6 Click Next to proceed to the Application Installation Options dialog. 7 Click Next and then click Finish. Installation and Configuration Guide 33...
  • Page 40 Installation and Configuration Windows Firewall Settings on Client To allow the server to call back to the client, the Windows Firewall must allow the port used by DCOM to pass. To enable the DCOM port: 1 Navigate to C:\Control Panel and open the Security Center. Intellex®...
  • Page 41 Installation and Configuration 2 Click the Windows Firewall entry and the firewall settings dialog appears. 3 Select the Exceptions tab, then click Add Port…. The Add a Port dialog appears. Installation and Configuration Guide 35...
  • Page 42 Installation and Configuration 4 Fill in the record as shown and then click change scope. The Change Scope dialog appears. 5 Select My network (subnet) only and click OK to return to the Add a Port dialog. 6 Click OK to add the port. Exceptions contains an entry for DCOM. Click OK to complete the process.

  • Page 43: Installing Policy Manager On A Windows 2003 Server

    Appendix A Installing Policy Manager on a Windows 2003 Server To install Policy Manager on a Windows 2003 server, perform the following steps before proceeding with installation. 1 In Control Panel > Administrative Tools, open the Configure Your Server Wizard. The Configure Your Server Wizard dialog appears.
  • Page 44 Appendix A 2 Click Next to display a short introductory screen. 3 Click Next again. A progress dialog appears while the wizard gathers information about the current settings. Intellex® Policy Manager...
  • Page 45 Appendix A After the information has been gathered, it displays and you can make changes. 4 Select the entry for Application server (IIS, ASP.NET). If, as shown above, it is not currently installed (configured), you must install it. Installation and Configuration Guide 39...
  • Page 46 Appendix A 5 Select the Application server (IIS, ASP.NET) entry and click Next. The Application Server Options page appears. Intellex® Policy Manager...
  • Page 47 Appendix A 6 Policy Manager requires enabling the ASP.NET sub-system. Select that item and click Next. The Summary of Selections page displays. Note You may need to insert the Windows 2003 server. 7 To finish the installation, click Next and follow the instructions. Installation and Configuration Guide 41...
  • Page 48 Appendix A 8 If the installation completes successfully, the completion page appears. For further information about configuring server Roles, consult the Windows 2003 server documentation. Intellex® Policy Manager...

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Intellex policy manager 1.30

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