econtrol 3.5 for Active Directory & Exchange Installation & Update Guide

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1 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide This Guide Welcme t the ecntrl 3.5 fr Active Directry Installatin and Update Guide fr Micrsft Active Directry and Exchange management. This guide cvers ecntrl 3 system requirements, installatin, initial sign-n, and upgrading r updating the ecntrl system. Other guides in this series includes: ecntrl 3.5 Requirements Checklist fr Active Directry and Exchange ecntrl 3.5 fr Active Directry and Exchange Administratr Guide ecntrl 3.5 fr Active Directry and Exchange Operatr Guide ecntrl 3.5 fr Active Directry and Exchange Self-Service Guide ecntrl 3.5 fr Active Directry and Exchange delivers a simplified, web-based management, prvisining, self-service and audit applicatin designed fr nn-technical users. ecntrl empwers junir administratrs, help desk peratrs, HR staff, department managers, supprt staff and even end-users t perfrm cmmn user accunt management tasks in Active Directry and Exchange frm a web brwser, with NO security permissins and NO access t Micrsft Management Cnsle r Task Pads. Revised: September 1, Omni Technlgy Slutins, Inc. Page 1 f 42

2 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Table f Cntents Hw ecntrl Wrks... 3 Planning fr ecntrl Planning fr ecntrl 3 Envirnment... 5 Typical ecntrl 3 Scenaris... 5 Preparing fr ecntrl Certified Micrsft Systems... 6 ecntrl Service Accunts... 6 ecntrl Hst Server - System Requirements... 6 Active Directry - System Requirements... 7 Requirements fr SSL Certificates fr Active Directry Cnnectins... 8 Hme Flder Supprt Requirements fr the ecntrl Hst Server... 8 ecntrl Requirements fr Windws Servers Hsting Hme Flders... 8 Requirements fr Micrsft Exchange Supprt... 9 Requirements fr Multiple Exchange Versin Systems Firewall Requirements fr ecntrl in Active Directry and Exchange Install and Cnfigure ecntrl Step 1 - Install ecntrl Step 2 - Cnfigure the Target Active Directry Dmain Cnnectin(s) Step 3 - Cnfigure the Target Exchange Mailbx Server Cnnectin(s) Step 4 - Cnfigure hme Flder Supprt Step 5 - Install and Cnfigure the Omni ecntrl Cnnectin Agent Service Step 6 - Cnfigure Remte Agent Supprt Step 7 Restart IIS Initial Sign-n License ecntrl Request a License Uplad the License Assign Delegated Administratin Upgrading ecntrl Upgrade ecntrl 2.5 t ecntrl Update ecntrl t the Latest Release Cnfirm the ecntrl Installatin Backup ecntrl Cnfiguratin and License Files Uninstall the Omni ecntrl Cnnectin Agent Service Uninstall ecntrl Reinstall ecntrl Reinstall Omni ecntrl Cnnectin Agent Service Restre the ecntrl Cnfiguratin and Licenses Flders Supprt fr ecntrl Reprting a Technical Issue Upgrade and maintenance Supprt Agreements Cntacting Supprt Online Resurces Revised: September 1, Omni Technlgy Slutins, Inc. Page 2 f 42

3 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Hw ecntrl Wrks ecntrl 3.5 prvides a web-based directry and service management system with special features designed t empwer nn-it staff with the ability t manage users withut requiring SUPERVISOR r ADMINISTRATOR rights! With ecntrl, cncerns such as WAN bandwith, distance, time-znes, training f IT staff, imprving helpdesk effectiveness, csts, and security are vercme. ecntrl installs as a Windws service that can cnnect directly t the cnfigured mail and directry systems via native API and/r LDAP calls. This enables supprt staff t manage mixed and multiple Active Directry, Exchange, edirectry and GrupWise systems frm a single web interface. Revised: September 1, Omni Technlgy Slutins, Inc. Page 3 f 42

4 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide ecntrl cmprises fur feature mdules that are enabled thrugh the licensing prcess and prvisined in the administratin panel: Prvisining ecntrl is perfrmed by lgging int the ecntrl prtal using the ecntrl service accunt credentials and clicking the Administratin ptin in the tl bar. This is the nly accunt that can cnfigure hw ecntrl wrks and can prvisin management task cllectins, create prfiles, self-service assignments, and audit file access t ther users in the envirnment. Revised: September 1, Omni Technlgy Slutins, Inc. Page 4 f 42

5 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Planning fr ecntrl Planning the ecntrl Envirnment: ecntrl integrates int a large number f systems using a wide variety f different prgramming interfaces (APIs) t cmmunicate with each system. Windws is the required perating system fr ecntrl because many f the APIs required t manage and prvisin user accunts in Nvell-nly, Micrsft-nly and mixed and multiple GrupWise, edirectry, Active Directry and Exchange envirnments are nly available n the Windws platfrm. Typical ecntrl Scenaris There are three typical ecntrl scenaris: ecntrl managing Active Directry nly: "Dmain Cntrller" ne per dmain must be cnfigured t supprt SSL LDAP authenticatin t supprt creating and changing user accunt passwrds. "Active Directry Dmain" each dmain that ecntrl will manage must be cnfigured with an ecntrl master service accunt. "ecntrl Hst Server" - a Windws 2003 r 2008 server that will hst the ecntrl website: Windws server that meets system requirements Installatin f ecntrl Cnfigure Active Directry Cnnectins License the ecntrl installatin ecntrl managing Active Directry with Hme Directries - All requirements fr "ecntrl managing Active Directry nly" and add: "Hme Directry Servers" - must be cnfigured t supprt WMI s that user hme directries can be created, managed and deleted. "ecntrl Server" - IIS must be cnfigured t supprt WMI cnnectins t remte Hme Directry servers. Active Directry cnnectins "WMI" settings must be cnfigured. ecntrl managing Active Directry with Exchange - All requirements fr "ecntrl managing Active Directry nly" and add: "ecntrl Hst Server" - Exchange cnnectins must be added/cnfigured in Riva. Existing Active Directry cnnectin "Remte Agent" settings must be cnfigured. "ecntrl Remte Agent Server" - ecntrl must be installed and then prperly cnfigured n Windws server that will hst the Omni ecntrl Cnnectin Agent windws service that the ecntrl hst server will use t cnnect t the Exchange server. This server must als have the applicable Exchange Management Tls installed. Revised: September 1, Omni Technlgy Slutins, Inc. Page 5 f 42

6 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Preparing fr ecntrl 3 Certified Micrsft Systems ecntrl 3 can cnnect t: Certified Directry: any 2000, 2003 r 2008 Active Directry system Certified System: any Exchange 2003, 2007, r 2010 system ecntrl Service Accunts ecntrl service accunts will need t be created. Pay clse attentin t this requirement thrughut the system requirements belw. It is highly recmmended that the same cmmn name (SAM accunt lgn name) and passwrd be used fr all ecntrl service accunts created. Ensure that the service accunt name is nt the same as the cmputer name f the Windws system hsting ecntrl, e.g. if the ecntrl hst server is named ecntrl then use a different name fr the ecntrl service accunt like ecadmin. All assignments in ecntrl are made t grup bjects that exist in the target Directry(s). A best practise fr ecntrl bjects in the target Directry(s) is t: Create an ecntrl cntainer at the tp f the Directry that will nt be in the same path as ther user bjects that will be managed by ecntrl peratrs. This will ensure that the ecntrl bjects cannt be inadvertently mdified by ecntrl. Create an ecntrl-admins universal grup bject and make the ecntrl service accunt a member f that grup. ecntrl Hst Server System Requirements ecntrl must be installed and cnnectins must be cnfigured and licensed n a ecntrl hst server that meets the fllwing requirements: Windws Server 2003 r 2008 Standard r Enterprise server and R2 supprted (2008 R2 preferred) AD Dmain 2008 hme flders hsted n Windws 2008 servers, install ecntrl n Windws 2008 server. AD Dmain 2003 hme flders hsted n Windws 2003 servers, install ecntrl n Windws 2003 server. x86 and x64 server platfrms are bth supprted 500 MB available disk space (in additin t server requirements) 256 MB RAM (in additin t server requirements) Full supprt fr VMware, Micrsft Virtual Server, Xen, and ther virtualizatin technlgies Can be stand alne r member server ecntrl 3.x cannt be installed n Windws Apply the latest Service Packs and applicable Micrsft Updates. Install Micrsft.NET 3.5 SP1 Revised: September 1, Omni Technlgy Slutins, Inc. Page 6 f 42

7 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Webserver n Windws 2003: IIS 6 is installed. Ensure that ASP.NET v web service extensin is enabled in IIS Manager. Webserver n Windws 2008: IIS 7 is installed. Ensure that the fllwing Rle Services are installed (in additin t the standard IIS rles): Under Applicatin Develpment ASP.NET is installed. Under Security the applicable Authenticatin rle fr yur envirnment is installed. Under Management Tls IIS 6 Management Cmpatibility and all child rles are installed. Install Windws Pwershell available thrugh Micrsft Update as an ptinal update r frm: Install Windws Silverlight (ptinal t supprt the Dashbard) dwnlad frm: Disable IE Enhanced Security (recmmended) fr Windws Server 2003: 1. Open "Cntrl Panel" > "Add r Remve Prgrams". 2. Select "Add/Remve Windws Cmpnents". 3. In the "Windws Cmpnents Wizard" windw uncheck the "Internet Explrer Enhanced Security Cnfiguratin" ptin and click "Next" and "Finish". fr Windws Server 2008: 1. Open "Server Manager". 2. Under the "security infrmatin sectin, click n the Cnfigure IE ESC" link. 3. Change the Administratrs setting t "Off". 4. Click "OK". Active Directry System Requirements All versins f Active Directry in Mixed r Native mde supprted. ecntrl 3.x Server can be installed n a dedicated stand-alne r member Windws server: If ecntrl will manage multiple Active Directry dmains in the same Frest, install the ecntrl server n a member server a tp-level dmain that will be least impacted by Dmain GPOs (best practise). If ecntrl will manage a single Active Directry dmain, install the ecntrl server n a member server in that dmain. It is nt recmmended t install ecntrl server n a Dmain Cntrller, r SharePint server r ther dedicated applicatin server utilizing IIS. Create an ecntrl service accunt in AD and make it a member f the Dmain Admins and Dmain Users grups. The Dmain User grup shuld be the primary grup. Set the passwrd t nt expire. Revised: September 1, Omni Technlgy Slutins, Inc. Page 7 f 42

8 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Requirements fr SSL Certificates fr Active Directry Cnnectins ecntrl must establish a SSL secured LDAP cnnectin between the ecntrl hst server and the Dmain Cntrller(s). This is a Micrsft security requirement that enables Active Directry passwrd management (passwrd changes) t be made in SSL encrypted mde. The recmmended means t enable SSL supprt is ensure that an Enterprise Certificate Authrity server is installed and functining in each Active Directry Frest/Dmain (as applicable): if the ecntrl Hst Server is installed n a member server in the same Active Directry dmain as the Dmain Cntrller server being cnnected t, SSL certificates will be autmtically cnfigured and n additinal setup is required: The Enterprise CA will autmatically issue a server certificate t the dmain cntrller server, and the member server that is hsting the ecntrl Hst Server will autmatically trust that Enterprise CA. if the ecntrl Hst Server is installed n a stand-alne server, exprt a trusted rt certificate frm each Enterprise CA and imprt it as a trusted rt certificate n the stand-alne server hsting the ecntrl Hst Server. Refer t the fllwing dcuments fr additinal infrmatin: Enterprise Certificate Authrity - D nt install the Enterprise Certificate Authrity n the ecntrl server. Hw t enable LDAP ver SSL with a third-party certificatin authrity Hme Flder Supprt Requirements fr the ecntrl Hst Server WMI is used t manage hme flders and netwrk shares. User hme flder supprt requires additinal cnfiguratin f the ecntrl hst server which is nrmally cmpleted as part f the initial ecntrl hst server installatin and cnfiguratin. Create a lcal user accunt that uses the same name and passwrd as the Active Directry ecntrl Service Accunt (this will be the lcal ecntrl service accunt). Set the passwrd t never expire and add this accunt t the lcal "Administratrs" grup. ecntrl Requirements fr Windws Servers Hsting Hme Flders The fllwing additinal cnfiguratin is required n Windws servers hsting user hme directries: Cnfigure the ecntrl Service Accunt: if user hme directries are hsted n Windws member server, create a lcal user accunt that uses the same name and passwrd as the Active Directry ecntrl Service Accunt (this will be the lcal ecntrl service accunt). Set the passwrd t never expire and add this accunt t the lcal "Administratrs" grup. if user hme directries are hsted n Dmain Cntrller servers, add the Active Directry "ecntrl" service accunt t the built-in "Administratrs" grup. Revised: September 1, Omni Technlgy Slutins, Inc. Page 8 f 42

9 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Cnfigure File System Permissins: Administratrs can use any share/security permissins plan that meets crprate security plicy. The ecntrl service accunt must be granted full cntrl security permissins t the parent Hme flder. As an example, the fllwing permissins are based n SBS 2003 deplyment: Share the Hme flder ff and mdify permissins as fllws: Share Permissins: Dmain Admins grup - assign full cntrl Dmain Users grup - assign full cntrl NETWORK SERVICE - assign full cntrl Security Permissins: Dmain Admins grup - assign full cntrl Dmain Users grup - assign special permissins - that apply nt "This flder and files" (Ensure that "Apply these permissins t bjects and/r cntainers within this cntainer nly" is checked): Traverse Flder / Execute File - Allw List Flder / Read Data - Allw Read Attributes - Allw Read Extended Attributes - Allw Create Flders / Append Data - Allw Read Permissins - Allw ecntrl service accunt (applicable lcal r AD accunt) - assign full cntrl Netwrk Service - assign full cntrl SYSTEM - assign full cntrl Requirements fr Micrsft Exchange Supprt The ecntrl hst server must cnnect t a supprted Exchange system via an Omni Cnnectin Agent service installed n a Windws 2003/2008 server. The Omni Cnnectin Agent service can be installed n the ecntrl hst server, an Exchange server, a dmain cntrller r a server which meets the requirements: Exchange Minimum Exchange 2003 SP1+ is required. Crrespnding Exchange Management Tls must be installed n the server hsting the Omni ecntrl Cnnectin Agent service. Exchange Minimum Exchange 2007 SP1 with Rllup 1+ is required. Crrespnding Exchange Management Tls (32 bit nly) must be installed n the server hsting the Omni ecntrl Cnnectin Agent service. Exchange 2010 Minimum Exchange 2010 with latest updates is required. Cntact Omni Technical services t schedule their assistance t add supprt fr Exchange Revised: September 1, Omni Technlgy Slutins, Inc. Page 9 f 42

10 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Cmmn Requirements: Windws Pwershell 1.0 (Exchange 2003 / 2007) r 2.0 (Exchange 2010) Micrsft.NET 3.5 SP1 The AD ecntrl service accunt must be added t the grup(s) necessary t create and manage Exchange mailbxes. Recmmend lgging nt this server as the "ecntrl" service accunt and manually create/manage an exchange mailbx. TCP Prt 7190 (cnfigurable) in/ut must be enabled n the server's Windws Firewall (if active) t ensure that the ecntrl hst server can cmmunicate with the Omni ecntrl Cnnectin Agent service. Requirements fr Multiple Exchange Versin Systems Fr thse Exchange systems that hst multiple versins f Exchange, e.g. Exchange 2003 and 2007 in the same system, the Omni ecntrl Cnnectin Agent service must be installed: Exchange 2003 / 2007 Install Exchange Management Tls (32 bit) fr bth Exchange versins n the same server. This can be n the ecntrl Hst Server r anther Windws server. ecntrl will be installed and cnfigured. The Omni ecntrl Cnnectin Agent service will be installed. Exchange 2007 / 2010 Install Exchange Management Tls fr Exchange 2007 (32 bit). This can be the the ecntrl Hst Server r anther Windws server. ecntrl will be installed and cnfigured fr Exchange The Omni ecntrl Cnnectin Agent service will be installed. Cntact Omni Technical services t schedule their assistance t add supprt fr Exchange Exchange 2003 / 2007 / Install Exchange Management Tls (32 bit) fr bth Exchange versins n the same server. This can be the the ecntrl Hst Server r anther Windws server. ecntrl will be installed and cnfigured. The Omni ecntrl Cnnectin Agent service will be installed. Cntact Omni Technical services t schedule their assistance t add supprt fr Exchange Firewall Requirements fr ecntrl in Active Directry and Exchange Ensure that any firewalls between the ecntrl hst server and the all Windws servers that the ecntrl hst server will cnnect with are pen fr: TCP Prt 636 In/Out t supprt SSL fr passwrd management with the Dmain Cntrller. TCP Prt 7190 In/Out t supprt cnnectin between the ecntrl hst server and the Exchange server where the ecntrl Remte management Agent is installed. TCP Prt 135 In/Out t supprt WMI cnnectins between the ecntrl hst server and Windws servers hsting hme directries. Revised: September 1, Omni Technlgy Slutins, Inc. Page 10 f 42

11 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Install and Cnfigure ecntrl There are 6 steps t install and cnfigure the ecntrl hst server: Step 1 Install ecntrl Step 2 Cnfigure the target Active Directry dmain cnnectin(s) Step 3 Cnfigure the target Exchange Mailbx server cnnectin(s) Step 4 Cnfigure hme flder supprt Step 5 Install and cnfigure the Omni ecntrl Cnnectin Agent service Step 6 Cnfigure Remte Agent supprt Step 7 Restart IIS Step 1 - Install ecntrl Dwnlading ecntrl Prir t installing the ecntrl hst server, ensure that the server meets the system requirements. Dwnlad the ecntrl.setup-latest.zip file frm the dwnlad link prvided by the ecntrl dwnlad . The recmmended best practise is t create a C:\Dwnlad-Omni\eCntrl flder and extract the the ecntrl.setup-latest.zip file t that flder. This shuld create a C:\Dwnlad-Omni\Cntrl\3.x.xx.xxxx ecntrl setup flder that is specific t the release versin cntained in the ecntrl.setup-latest.zip file. IMPORTANT NOTE: D nt delete r remve the flder cntaining the ecntrl installatin files. Yu can use thse files t upgrade r uninstall ecntrl in the future. Where t install ecntrl Prir t installing ecntrl, ensure that each target server meets the system requirements. Run the ecntrl installatin n the fllwing hst servers: On the Windws server that will hst the ecntrl hst server and website On each Windws server that will hst the Omni ecntrl Cnnectin Agent service Run the ecntrl Installer The ecntrl setup.exe file will ensure that Windws installatin and.net framewrk requirements are met, then install ecntrl and Riva n the hst Windws system: 1. Execute the setup.exe file in the C:\Dwnlad-Omni\Cntrl\3.x.xx.xxxx ecntrl setup flder. 2. If yu see the EULA license agreement page fr Windws Installer 3.1 click Accept. This indicates that the Windws Installer 3.1 applicatin is nt installed and yu agree t install it. Revised: September 1, Omni Technlgy Slutins, Inc. Page 11 f 42

12 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 3. If yu see the EULA license agreement page fr.net Framewrk 3.5 SP1 click Accept. This indicates that the required.net Framewrk cmpnents are nt installed and yu agree t install it. Clicking Accept will start the installing the installatin f the Windws 3.1 installer sftware. 4. When yu see a windw indicating that Setup must rebt befre prceeding click the Yes buttn t allw the hst Windws system t rebt. 5. After the Windws system rebts, lgin and the installatin f the.net Framewrk 3.5 SP1 cmpnents will autmatically cntinue. This may take sme time s please be patient. 6. When yu see a windw indicating that Setup must rebt befre prceeding click the Yes buttn the hst Windws system rebt. 7. At the Welcme t the Omni ecntrl Setup Wizard windw click Next >. 8. At the License Agreement windw, ensure that Agree is selected and click Next >. 9. At the Select Installatin Flder windw yu can make the necessary adjustments and click Next > t cntinue. 10. At the Cnfirm Installatin windw click Next >. 11. At the ecntrl Language Settings windw, select the default language and remve the checks frm the languages that yu d nt want installed. ecntrl has been lcalized t supprt English, French, Spanish, German, Dutch, and Plish in the ecntrl web prtal. Click OK t cntinue. Revised: September 1, Omni Technlgy Slutins, Inc. Page 12 f 42

13 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide At the ecntrl Web Cmpnent Cnfiguratin Windw windw: Click Yes if installing n t the ecntrl Hst Server and the ecntrl Prtal will be the default web site. Click N if this server hsts anther website in the default website flders. Yu can always cnfigure the ecntrl website manually in IIS manager. Cntact Omni supprt fr additinal infrmatin. Click N if installing n the server that will hst the Omni ecntrl Cnnectin Agent service. 13. At the Installatin Cmplete! ecntrl Web Server restart required windw, click Yes (this windw will nt appear if yu selected N in the previus step) 14. At the Installatin Cmplete windw click Clse. Revised: September 1, Omni Technlgy Slutins, Inc. Page 13 f 42

14 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Step 2 Cnfigure the Target Active Directry Dmain Cnnectin(s) The next step invlves running a Micrsft Active Directry wizard t create an ecntrl cnnectin t a target Active Directry (AD) dmain. This prcedure needs t be repeated fr each target AD dmain that will be managed using ecntrl. Cnnectins need t be created fr each instance where ecntrl has been installed in Step 1 (ecntrl Hst Server and ecntrl Remte Agent Server). Prir t running the Active Directry wizard, ensure that an ecntrl service accunt has been created in each target AD dmain, that this accunt uses the same username, e.g. ecntrl r ecadmin, that each accunt uses the same passwrd and that the passwrd is set t never expire, and that each accunt has been added t the crrespnding Dmain Admins grup fr the crrespnding AD dmain. T create an Active Directry cnnectin: 1. Frm the windws desktp f the Windws system where ecntrl is installed click "Start" > "All Prgrams" > "Omni" > "ecntrl" > "Cnfigure Cnnectins". This will pen the Riva Applicatin. 2. Select "Setup" and click n the "Micrsft Active Directry" link in the "Cnnectin Wizards" bx. This will start the Active Directry Cnnectin wizard. 3. At the "Welcme t Micrsft Active Directry Cnnectin Wizard" windws click Next >. 4. At the "Target Infrmatin" windw prvide the IP address r DNS name f the Dmain Cntrller and ensure that Enable SSL is checked (mandatry). Click Next >. Revised: September 1, Omni Technlgy Slutins, Inc. Page 14 f 42

15 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 5. At the Enter the infrmatin t cnnect t Micrsft Active Directry windw, ensure that yu specify the ecntrl service accunt AD lgn credentials. If the user specified is nt a member f the Dmain Admins grup f the target AD dmain, then management functins in ecntrl will encunter permissin-based errrs. Click Next > t cntinue. 6. If an IP address was specified fr the Hst in step 4, yu may see a Cnflict Hstname Detected windw: If this server is a member server f the AD dmain and is cnfigured t use the DNS server fr the AD dmain, select Yes, therwise Select N t use the IP address cnfigured in step 4 abve. Revised: September 1, Omni Technlgy Slutins, Inc. Page 15 f 42

16 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 7. At the Detected Available Services windw, click Next >. 8. At the "Micrsft Active Directry cnnectin Wizard cmplete" windw, uncheck Launch Exchange Cnnectin Wizard ptin and click Finish t create the cnnectin. Revised: September 1, Omni Technlgy Slutins, Inc. Page 16 f 42

17 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 9. This will add a Micrsft Cnnectr in the Riva Cnnectins panel under Setup. 10. Duble-click the Active Directry cnnectin. Under the General tab, cnfirm that the crrect LDAP distinguished name fr the Dmain Cntrller is displayed and that the Username shws the LDAP distinguished name fr the ecntrl service accunt. 11. Yu shuld test the cnnectin t make sure that it is wrking. Duble click the Active Directry cnnectin. This will pen a "Cnnectin Edit" windw. Revised: September 1, Omni Technlgy Slutins, Inc. Page 17 f 42

18 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Select the "Cnnectin Targets" panel. Highlight the ldap cnnectin and click the "Test the cnnectin target" link. A "Cnnectin Successful" windw will pen if the cnnectin is wrking. Click OK t clse the windw and select Save >> t save the settings and clse the "Cnnectin Edit" windw. 12. Repeat steps 1-11 abve fr each Active Directry dmain that will be managed by ecntrl. Step 3 Cnfigure the Target Exchange Mailbx Server Cnnectin(s) The next step invlves running the Micrsft Exchange cnnectin wizard t create an ecntrl cnnectin t a target Exchange mailbx server. This prcedure shuld detect all Exchange mailbx servers and build a unique cnnectin fr each server. T create the Exchange Mailbx server cnnectin(s): 1. If the Riva applicatin is nt already pen, click "Start" > "All Prgrams" > "Omni" > "ecntrl" > "Cnfigure Cnnectins". This will pen the Riva Applicatin. 2. In the Riva Applicatin select "Setup" and click n the "Micrsft Exchange" link in the "Cnnectin Wizards" bx. This will start the Exchange Cnnectin wizard. 3. In the Welcme t Micrsft Exchange Cnnectin Wizard windw, click Next >. 4. In the Chse Active Directry Cnnectins windw, select thse AD dmain cnnectins where Exchange servers are installed and click Next >. Revised: September 1, Omni Technlgy Slutins, Inc. Page 18 f 42

19 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 5. In the Exchange Cnnectins Detected windw, select any Mailbx cnnectins that yu d nt want t create an ecntrl cnnectin fr and click the Remve buttn. Click Next > t cntinue. 6. In the Cnfiguratin Results windw, click Finish t clse the wizard and create the Exchange mailbx server cnnectin(s). 7. This will add the Exchange cnnectins belw the Active Directr cnnectins under Setup. Revised: September 1, Omni Technlgy Slutins, Inc. Page 19 f 42

20 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Step 4 Cnfigure Hme Flder Supprt ecntrl uses WMI t enable hme flder creatin supprt between the ecntrl hst server and the hme flder hst server(s). Prir t cnfiguring hme flder supprt and testing WMI, ensure that each Windws server hsting hme flders has a lcal user created that uses the same accunt name and passwrd as the AD ecntrl service accunt. The lcal ecntrl service accunt must be added as a member f the lcal Administratrs grup. If the server hsting hme flders is a dmain cntrller, add the AD ecntrl service accunt t the Built-in Administratrs grup. Test and ensure that the lcal ecntrl service accunt can create user accunts including hme flders. T cnfigure hme flder supprt n the lcal IIS server: 1. Open Cnfigure Cnnectins (Riva applicatin) and pen the AD dmain cnnectin under Setup. 2. Under the Hme Directries tab, cnfigure the accunt details and cnfigure the web server: Revised: September 1, Omni Technlgy Slutins, Inc. Page 20 f 42

21 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Specify the Username and Passwrd fr the lcal ecntrl service accunt. This accunt must use the same lgn name and passwrd as the AD dmain ecntrl service accunt. Under Web Server click the Cnfigure buttn. This will: Create the lcal ecntrl service accunt and add it t the IIS_WPG grup, Create an ecntrl Pl IIS applicatin pl, set the identity fr the applicatin t use the lcal ecntrl service accunt, and Set the ecntrl website t use the ecntrl Pl. At the Success windw, click OK. 3. Add all the hme flder hsting servers t the Cnfigured servers list. Use the same Accunt Details Username and Passwrd as was used fr the Web Server cnfiguratin (step 2 abve). Add the DNS name f a hme flders hst server t the Hst field and click the Add link. If the target server is cnfigured with the lcal ecntrl service accunt, the server will be added t the list. Revised: September 1, Omni Technlgy Slutins, Inc. Page 21 f 42

22 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Click OK. If the target server is Windws 2003 and is nt cnfigured with the lcal ecntrl service accunt, ecntrl will create and cnfigure the ecntrl service accunt n the target server and then add the server t the Cnfigured servers list. If the target server is Windws 2008 r if ecntrl cannt access the target server, then the attempt will fail. Hld dwn the Ctrl key and click Add again and ecntrl will manually add the target server t the Cnfigured servers list. NOTE: The lcal ecntrl service accunt will still need t be created and cnfigured n the target server. T test WMI: 1. Use the WMI Access tab t test remte windws servers that are hsting hme flders t verify that they are WMI cmpliant: Fr Username, specify the AD lgn name f the ecntrl service accunt fr the AD dmain that server hsting the hme flders is installed int. Fr Passwrd, specify the AD passwrd fr that ecntrl service accunt. Fr Server, specify the DNS name r IP address fr the server hsting the hme flders. 2. Click the Test buttn. If WMI is cnfigured crrectly, a successfully cnnectin windw will pen. Revised: September 1, Omni Technlgy Slutins, Inc. Page 22 f 42

23 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Step 5 Install and Cnfigure the Omni ecntrl Cnnectin Agent Service The ecntrl hst server needs t cmmunicate thrugh an Omni ecntrl Cnnectin Agent t Exchange servers. This agent service needs t be installed n a designated server. The ptins include: Single Versin f Exchange (2003 r 2007) install the ecntrl Cnnectin Agent service n the ecntrl Hst Server r a dmain cntrller, an exchange server, r ther server that will act as an ecntrl Remte Agent Server. Exchange management tls (32 bit nly) fr the versin f Exchange being managed must be installed n this server. Single Versin f Exchange 2010 cntact Omni technical fr assistance. Mutiple Versins f Exchange (2003 and 2007) - install the ecntrl Cnnectin Agent service n the ecntrl server, a dmain cntrller, r a designated server. Exchange management tls (32 bit nly) fr bth versins f Exchange being managed must be installed n this server. Multiple Versins f Exchange that include Exchange install the ecntrl Cnnectin Agent service n the ecntrl server, a dmain cntrller, r a designated server. Exchange management tls (32 bit nly) fr 2003 and/r 2007 versins f Exchange being managed must be installed n this server. Cntact Omni technical supprt fr custm cnfiguratin. Install the ecntrl Cnnectin Agent Service T install and cnfigure the ecntrl Cnnectin Agent service: 1. If ecntrl has nt been installed n this server, ensure that the server meets system requirements fr ecntrl and fllwing the prcedure detailed in STEP 1 Install ecntrl (see pages 10-13). At the ecntrl Web Cmpnent Cnfiguratin Windw windw click N, Skip r Cnfigure Manually. 2. Create and cnfigure the Active Directry cnnectins fllwing the prcedure detailed in STEP 2 Cnfigure the Target Active Directry Dmain Cnnectins (see pages 14-18). Revised: September 1, Omni Technlgy Slutins, Inc. Page 23 f 42

24 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 3. Create and cnfigure the Exchange cnnectins fllwing the prcedure detailed in STEP 3 Cnfigure the Target Exchange Mailbx Server Cnnectins (see pages 18-20). 4. T install the ecntrl Cnnectin Agent service, run the InstallAgent.bat file lcated in C:\Prgram Files\Omni\eCntrl\Omni.Services.Cnnectin Answer y t cmplete the installatin f the service. 5. Open Cmputer Management and under Services lcate the Omni ecntrl Cnnectin Agent. 6. Open the prperties f this agent and select the Lg On tab. Mdify the settings t use This accunt, click the Brwse buttn and lcate and select the ecntrl AD dmain service accunt. Revised: September 1, Omni Technlgy Slutins, Inc. Page 24 f 42

25 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Prvide the passwrd and click OK. 7. At the Services windw, click OK. In Cmputer Management > Services, restart the Omni ecntrl Cnnectin Agent service. Step 6 Cnfigure Remte Agent Supprt If the ecntrl Cnnectin Agent service is installed n the ecntrl hst server, there is n additinal cnfiguratin required. If the ecntrl Cnnectin Agent service is installed n a different server, then bth the ecntrl hst server and the Remte Agent server need t be cnfigured. Cnfigure Remte Agent Supprt n the ecntrl Hst Server T cnfigure the ecntrl hst server t cnnect t the Remte Agent server: 1. Open Cnfigure Cnnectins (Riva applicatin) and pen the AD dmain cnnectin under Setup. 2. Under the Remte Agent tab, specify the Hst that is running the ecntrl Cnnectin Agent service. Revised: September 1, Omni Technlgy Slutins, Inc. Page 25 f 42

26 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 3. Click Save >> t save the settings and clse the Cnnectin Edit windw. Cnfigure Remte Agent Supprt n the Agent Server T cnfigure the Remte Agent server t cnnect t the ecntrl hst server: 1. Open Cnfigure Cnnectins (Riva applicatin) and pen the AD dmain cnnectin under Setup. 2. Under the Remte Agent tab, specify the ecntrl Server IP that is running the ecntrl website. 3. Click Save >> t save the settings and clse the Cnnectin Edit windw. Step 7 Restart IIS 1. Once all edirectry and GrupWise cnnectin settings have been cnfigured and tested, IIS n the ecntrl Hst Server must be restarted by perfrming an iisreset /restart. Initial Sign-n The first time that an ecntrl Lgin is perfrmed is imprtant as there are sme initializatin tasks that get perfrmed. The first lgin shuld use the credentials f the accunt cnfigured in the Active Directry cnnectin fr the primary Active Directry dmain. The initial lgin will prvide an ptin t create a sample ecntrl cnfiguratin which can be used fr training and evaluatin. Yu can access the ecntrl lgin frm: n the ecntrl hst server hst server IP address> frm any brwser n any desktp ecntrl has been ptimized t wrk best with Internet Explrer 7.0 r higher, but wuld wrk with mst brwsers that supprt AJAX. Revised: September 1, Omni Technlgy Slutins, Inc. Page 26 f 42

27 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Username prvide the lgin name cnfigured t the Active Directry cnnectin cnfigured during the installatin. If there are multiple AD cnnectins, chse the dmain where yu want t hst the ecntrl management accunts frm. Language This will appear if ecntrl was installed with multiple language supprt. The visible language f the ecntrl web pages will be lcalized t the language selected during the lgin. T prperly initialize the ecntrl web prtal: 1. Lgin as the primary ecntrl administratr cnfigured in the Active Directry cnnectin during the installatin. Revised: September 1, Omni Technlgy Slutins, Inc. Page 27 f 42

28 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 2. At the Welcme t ecntrl page: Chse START t run the basic cnfiguratin wizard, r Chse Skip wizard t skip the wizard (see Setup the Basic Cnfiguratin belw) Setup the Sample Cnfiguratin 3. Assuming that START is selected, Step 1 will present a list f Active Directry dmains that cnnectins have been created during the ecntrl installatin. If yu want sample ecntrl bjects created in all the dmains, click Select All, therwise, select the dmain(s) frm the list and click Next >. Revised: September 1, Omni Technlgy Slutins, Inc. Page 28 f 42

29 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 4. In Step 2 Chse Cntainers, click n the ellipsis beside the empty text bx t pen an ecntrl Directry Brwser windw. Navigate the Active Directry dmain and select the cntainer t act as the parent fr the ecntrlsample cntainer and sample bjects. In this example, an ecntrl cntainer has been previusly created t hld the ecntrl user bject that was cnfigured in the Active Directry cnnectin during the setup. Click OK t clse the ecntrl Directry Brwse windw. The selected cntainer will appear in the text bx. Revised: September 1, Omni Technlgy Slutins, Inc. Page 29 f 42

30 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 5. In the Step 2 Chse Cntainers windw, click Next > t cntinue. 6. In the Step 3 Select mdules windw click Next >. 7. In the Step 4 Summary windw, click Next >. Revised: September 1, Omni Technlgy Slutins, Inc. Page 30 f 42

31 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 8. In the Save cnfiguratin t disk windw, click Next >. 9. In the Wizard Cmplete windw, click Apply Settings. Setup the Basic Cnfiguratin 1. Assuming that the Skip wizard buttn is clicked, in last step windw click the Finish buttn. Revised: September 1, Omni Technlgy Slutins, Inc. Page 31 f 42

32 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 2. In the Wizard Cmplete windw, click Apply Settings. License ecntrl Request a License ecntrl is licensed frm the Administratin panel in the ecntrl prtal website. Yu must first request a license: 1. In the ecntrl prtal, ntice that the fter indicates that ecntrl is running in DEMO mde. Click n the Administratin in the menu bar. Revised: September 1, Omni Technlgy Slutins, Inc. Page 32 f 42

33 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 2. In the Administratin Manage page, click n the Licenses link in the fter. 3. In the Licenses - Details page, click n the Request License tab. 4. In the Licenses Request License page, select mdules t license, specify the desired license cunt and cmplete the cntact infrmatin. The * next t a field indicates infrmatin must be prvided. Revised: September 1, Omni Technlgy Slutins, Inc. Page 33 f 42

34 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Click Submit t cntinue. A successful uplad will be indicated. Uplad the License A.license file will be sent by within 24 wrking hurs. Save a cpy f the.license file lcally and cmplete the fllwing steps: 1. Lgin in ecntrl as the ecntrl service accunt. 2. Select Administratin frm the menu bar and click n the Licenses link in the fter. 3. T apply the license file, click the Uplad License tab. Click the Select buttn, navigate t and select the.license file and click Uplad. Revised: September 1, Omni Technlgy Slutins, Inc. Page 34 f 42

35 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 4. If the license file uplad is successful, click Apply New Settings. 5. License details can be verified under the Details tab. 6. Once the license has been applied, the license status in the fter shuld change. Nte: If the fter infrmatin des reflect the new license infrmatin, lgut f ecntrl and clse the brwser. Perfrm an IISRESET /RESTART. Open a brwser and lgn int ecntrl and check the fter infrmatin. Revised: September 1, Omni Technlgy Slutins, Inc. Page 35 f 42

36 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Assign Delegated Administratin Access t the ecntrl Administratin pages is limited t the accunt cnfigured in the edirectry cnnectin (r an Active Directry cnnectin in a mixed Directry envirnment), and t members f the grup that is assigned Delegated Administratin. T assign Delegated Administratin : 1. Create a grup in edirectry (e.g. ecntrl-admins) and add members that shuld be prvided access t the ecntrl administratin panel. 2. Lgin t ecntrl as the edirectry cnnectin user. 3. Click n Administratin in the menu bar. 4. Click n the Delegated Administratin link in the fter f any Administratin panel page. 5. Click Add. Navigate t and select the desired grup fr ecntrl Delegated Administratrs. 6. Navigate t the Manage page and click the Apply Settings buttn. 7. Lgut and lgin as a Delegated Administratr. Upgrading ecntrl There are 2 types f upgrading fr ecntrl: Upgrade upgrade an existing installatin f ecntrl t a new majr release, e.g. frm ecntrl 2.5 t ecntrl 3.x Update update an existing ecntrl installatin t a newer minr release, e.g. frm ecntrl 3.3 t 3.4 Upgrade ecntrl 2.5 t ecntrl 3.x Upgrading ecntrl 2.5 t the latest release f ecntrl 3.x is a tw step prcess: Upgrade ecntrl 2.5 t ecntrl 3.0. This usually invlves migrating ecntrl 2.5 frm a Windws 2000 server platfrm t ecntrl 3.0 n a Windws 2003 r 2008 server platfrm. Update the ecntrl 3.0 installatin t the latest 3.x release. Upgrading ecntrl requires direct interventin and assistance frm Omni technical supprt. Custmers must cntact Omni t schedule an ecntrl 2.5 upgrade. Update ecntrl t the Latest Release Upgrading ecntrl 3.x t the latest release can be perfrmed by the custmer withut assistance frm Omni technical supprt. Revised: September 1, Omni Technlgy Slutins, Inc. Page 36 f 42

37 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Cnfirm the ecntrl Installatin It is imprtant t upgrade all related installatins f ecntrl. Cnfirm the fllwing infrmatin: On the ecntrl hst server: Is the Omni Cnnectin Service Agent installed? Open Windws Manage > Services and cnfirm if there is an Omni ecntrl Cnnectin Agent service installed and "Started". View the prperties f this agent and under "Lg On" cnfirm hw the agent is cnfigured t lg n as. If the "Lcal System accunt" is nt selected, recrd the accunt being used as this will have t be recnfigured after the agent is reinstalled (see belw). On the ecntrl remte agent server hsting the Omni ecntrl Cnnectin Agent: Open Windws Manage > Services and cnfirm if there is an Omni ecntrl Cnnectin Agent installed and "Started". View the prperties f this agent and under "Lg On" cnfirm hw the agent is cnfigured t lg n as. If the "Lcal System accunt" is nt selected, recrd the accunt being used as this will have t be recnfigured after the agent is reinstalled (see belw). Backup ecntrl Cnfiguratin and License Files On the ecntrl hst server, use Windws explrer make a cpy f the fllwing flders: On a Windws 2003 server: C:\Prgram Files\Omni\Riva\Cnfiguratin C:\Prgram Files\Omni\Riva\Licenses On a Windws 2008 server: C:\Prgram Files (x86)\omni\riva\cnfiguratin C:\Prgram Files (x86)\omni\riva\licenses On the ecntrl remte agent server, use Windws explrer make a cpy f the fllwing flders: On a Windws 2003 server - C:\Prgram Files\Omni\Riva\Cnfiguratin On a Windws 2008 server - C:\Prgram Files (x86)\omni\riva\cnfiguratin Uninstall the Omni ecntrl Cnnectin Agent Service Uninstall the ecntrl Cnnectin Agent service frm the ecntrl hst server r the ecntrl remte agent server where the Agent is installed (Nte: the path will vary depending n the release f ecntrl currently installed). Run the UninstallAgent.bat file frm ne f the fllwing lcatins: C:\Prgram Files\Omni\eCntrl\Agents\Omni.Interp.Agent\ C:\Prgram Files\Omni\eCntrl\Agents\Omni.Services.Cnnectin\ Revised: September 1, Omni Technlgy Slutins, Inc. Page 37 f 42

38 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide C:\Prgram Files\Omni\eCntrl\Agents\Omni.Services.Cnnectin.Agent\ C:\Prgram Files (x86)\omni\ecntrl\agents\omni.interp.agent\ C:\Prgram Files (x86)\omni\ecntrl\agents\omni.services.cnnectin\ C:\Prgram Files (x86)\omni\ecntrl\agents\omni.services.cnnectin.agent\ Uninstall ecntrl Uninstall ecntrl frm the ecntrl hst server and the ecntrl remte agent server where the Omni ecntrl Cnnectin Agent is installed. This can be dne in ne f tw ways: Use Windws Cntrl Panel > Add r Remve Prgrams t remve "Omni ecntrl" OR Run the ecntrl setup.exe installer fr the versin f ecntrl currently installed and select "Remve Omni ecntrl" Reinstall ecntrl Reinstall ecntrl n the ecntrl hst server and the ecntrl remte agent server where the Omni ecntrl Cnnectin Agent needs t be installed. 1. Dwnlad and extract the latest release f ecntrl 2. Run the setup.exe file and install ecntrl in the same manner and in the same lcatins that it was previusly installed. n the ecntrl hst server first n the ecntrl remte agent server Reinstall Omni ecntrl Cnnectin Agent Service Reinstall ecntrl n the ecntrl hst server r the ecntrl remte agent server, wherever it was installed previusly: 1. Run the InstallAgent.bat file n the ecntrl server and n the Exchange servers where the Omni Services Cnnectin Agent is installed: Run the InstallAgent.bat file frm C:\Prgram Files\Omni\eCntrl\Agents\Omni.Services.Cnnectin Answer Y t the questin t start the service. Using Windws Manage > Services cnfigure the Lg On prperties f the Omni Services Cnnectin Agent t match thse credentials cnfirmed befre starting the update prcess and restart the agent service. 2. Run iisreset /restart Restre the ecntrl Cnfiguratin and Licenses Flders (Optinal) After the update is cmpleted, if ecntrl des nt appear t cnnect t the cnfigured AD dmains and Exchange Mailbx servers, r if the ecntrl website appears t be running in DEMO mde, restre the backup cpies f the \Cnfiguratin and \Licenses flders: Revised: September 1, Omni Technlgy Slutins, Inc. Page 38 f 42

39 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide 1. Clse the Riva applicatin. 2. Using Windws Task Manager, end the prcess fr the Omni.Services.Cnnectin.exe prcess. 3. Restre the backup files as required: Cpy the backup \Licenses flder t C:\Prgram Files\Omni\Riva\Licenses Cpy the backup \Cnfiguratin flder t C:\Prgram Files\Omni\Riva\Cnfiguratin 4. Run iisreset /restart 5. Open a brwser and lgin int the ecntrl prtal. A new Omni.Services.Cnnectin.exe prcess shuld launch in Windws Task Manager. 6. Cnfirm that the ecntrl web prtal is behaving as expected. 7. Clse Windws Task Manager. Revised: September 1, Omni Technlgy Slutins, Inc. Page 39 f 42

40 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Supprt fr ecntrl Reprting a Technical Issue The ecntrl Administratin pages include a Request Supprt link in the fter. Cmplete the frm and click Submit. The ecntrl server will send the issue and a cpy f the applicatin lgs and cnfig files t ur technical supprt team.. Upgrade and Maintenance Supprt Agreements Custmers wh have current upgrade and supprt cntracts are eligible t receive full and telephne supprt Mnday t Friday between 9:00 a.m. and 5:00 p.m. Muntain Time during regular wrking days. Limited supprt may be available during extended hurs. and telephne supprt is als available t custmers wh are evaluating Riva. 365x7x24 supprt is available fr ptinal purchase. Revised: September 1, Omni Technlgy Slutins, Inc. Page 40 f 42

41 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Cntacting Supprt Yu can cntact supprt by phne, r fax. supprt@mni-ts.cm Phne: Fax: Yu can als use the "Cntact Us" link in the upper right-hand crner f ur web site. Please include as many details as pssible when requesting supprt: Revised: September 1, Omni Technlgy Slutins, Inc. Page 41 f 42

42 ecntrl 3.5 fr Active Directry & Exchange Installatin & Update Guide Online Resurces Online resurces fr Riva include: Prduct Dcumentatin: G t select Supprt, fllw the link fr Dcumentatin and select ecntrl and EMU Dcumentatin ecntrl Flash Tutrials: will be added t Supprt Frum: G t and: Select the ecntrl ~ Installatin, Management and Supprt frum. ecntrl Tips available at 1.html is a cllectin f frum articles t prvide trubleshting and advanced management steps fr ecntrl. Prduct FAQ: G t and select Frequently Asked Questins Revised: September 1, Omni Technlgy Slutins, Inc. Page 42 f 42

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