windream Client Installation windream GmbH, Bochum

Transcription

1 windream Client Installation windream GmbH, Bochum

2 Copyright by windream GmbH / winrechte GmbH Wasserstr Bochum Issue: 06/ All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form (print, photocopy, or any other form) or by any means without the express written permission of windream GmbH / winrechte GmbH. Important Note All information and technical specifications in this book have been collected by the authors with great care. They cannot, however, either guarantee, take legal responsibility for or make any other warranty resulting from the use of this information. We would also like to point out that all software and hardware logos and names are the exclusive property of the Trademark, Brandname or Patent right holders. These are naturally protected by the appropriate laws and trade agreements.

3 Table of Contents i Table of Contents windream Client Installation 1 Introduction 1 windream client requirements 3 System requirements 3 System settings under Windows 9x 5 System settings under Windows NT 4.0, Windows 2000 and Windows XP 7 Executing the windream client installation 11 Client installation Standard 11 Client installation on Server - local Server share drive 11 Client installation on a terminal Server 11 Client setup installation modes 12 Client setup Starting the installation 14 Reboot 14 Installing the windream client (standard installation) 16 Launching the setup program 16 Welcome 16 Licence agreement 16 windream Info 17 windream system check 17 Select destination path 17 Settings database Server 17 Select program folder 17 Installation summary 17 windream setup complete 17 windream drive mapping 18 Starting windream 19 Update installation windream client 20 Client installation - local Server share drive 21 System requirements 21 Installing the Server drive 22 Welcome 22 Licence agreements 22 windream Info 22 windream components 22 windream system check 23 Select destination path 23 windream drive 23 VFS-Service logon account 24 Configuration database Server 25 Select program folder 26 Summary of the installation 26 windream setup complete 26 After the installation 27 Restrictions for the windream Clients 28

4 ii Table of Contents Installing the windream Client 30 windream components 30 Finishing the setup program and mapping the network drive 32 Client installation on a terminal server 35 System requirements 35 Installing the terminal Server network driver 36 Welcome 36 Licence agreements 36 windream Info 37 windream components 37 windream system check 37 Select destination path 38 VFS-service logon account 38 Settings database Server 39 Select program folder 40 Timestamp 40 Installation summary 41 windream setup complete 41 Connecting the windream drive 43 After the installation 43 Restrictions of the windream terminal Clients 44 Index 45

5 windream Client Installation 1 windream Client Installation Introduction The present documentation serves as a guideline for the installation of the windream client. Since windream version 3.6 has been released, the following installation types can be executed via the windream client setup: Client installation standard: The windream client is installed locally with the driver for the windream drive (VFS-driver) on every workstation computer (simulating a network drive). Client installation on server local server share drive : The driver for the windream drive (VFS-driver) is installed once and locally on a server which can be accessed by the clients (shared server drive). The windream client is installed with a filter driver (Windows 2000 or higher required) and without VFS-driver on the workstations. Client installation on a terminal server: In this case, the windream client and the driver for the windream drive (VFS-driver) are installed as terminal server network drivers on a terminal server. This way, the windream client application is available in the Windows terminal server environments as provided by Microsoft and in Citrix MetaFrame as well. Depending on the question which type of driver is installed for getting access to the windream drive respectively which of the mentioned installation types are to be executed, the windream client setup can be run in the standard mode or in an extended mode. Installation requirements and procedure The installation description first explains the steps to be executed before the installation of the windream client at the workstations. Depending on the operating system used (Windows 95/98, Windows NT 4.0, Windows 2000 or Windows XP), different system requirements are to be fulfilled, and additional components as well as specific system settings are required. The requirements to be fulfilled for the installation on a shared server or on a terminal server are explained with the description of the respective installation procedure. The respective installations are described in separate chapters. Client installation - standard p. 16 f. Client installation local server share drive p. 21 f.

6 2 windream Client Installation Client installation on a terminal server - p. 35 f. Update installation If you have already installed an earlier windream version, you can also execute an update installation via the setup routine. Note: A switch from a standard client with local server drive to a client with access to the server share incl. filter driver (or the other way round) is not possible via the setup program or via an update installation. In this case, the client application must be uninstalled and the computer must be rebooted. Then, you will have to select the components mentioned in the extended mode and within a new installation process. More documentations This documentation can also be found on the installation CD. The directory for the client installation also contains an HTML readme file named Readme.htm. This file allows to access all windream documentations provided with the installation CD.

7 windream Client Installation 3 windream client requirements We will now describe the requirements for the installation of the windream client. These requirements are valid for the installation of the windream workstations. The system requirements to be fulfilled for the installation of the server drive on a server share respectively the installation of a windream terminal server network driver are described separately. System requirements Consider the following minimum system requirements (recommended requirements in brackets) to ensure that the system will work properly. Computer RAM Free hard disk capacity Display Drive letter Hardware Pentium processor 133 MHZ (266 MHZ or higher) 64 MB At least 20 MB (50 MB) SVGA with 1024x768 resolution At least one free drive letter for the windream drive. Windows 9x / ME Windows 95 OS with Service Release 2, Windows 98 or Windows ME. Microsoft DCOM 1.3 and Microsoft DCOMConfig (for the DCOM-configuration under Windows 9x) must be installed. A reboot of the computer is required after the installation of DCOM. Microsoft WinSock 2 Update must be installed (Windows 95 only). Note: The Microsoft programs DCOM and DCOMConfig are not available on the windream installation CD. The entries MS DCOM 1.3 and DCOMConfig on the windream installation CD are linked to the download area of the supplier's homepage from which the Software can be downloaded. Windows NT 4.0 / 2000 / XP Windows NT 4.0 with Service Pack 6, Windows 2000 with Service Pack 4 or Windows XP Professional with Service Pack 1.

8 4 windream Client Installation Further requirements additional components Before installing the windream client application, it is required to install specific additional components. The windream installation CD contains the required components, which can be installed from the CD directly. Microsoft Internet Explorer version 5.01 or higher with Active Desktop must be installed. Microsoft Scripting Host 5.0 with Java/VB-support and Microsoft Script Control 5.0 must be installed (for executing scripts in windream). Optional components: Microsoft Management Console 1.2 must be installed, if administrative tasks with the windream Management Console shall be executed on this computer. Microsoft XML 3 (msxml3.dll version ) must be installed. This file can be found on the installation CD. On setup execution, the system will check whether MSXML has already been installed on the target system. If not, MSXML will have to be installed manually by executing the EXE-file. Adobe Acrobat Reader 4.0 or higher must be installed for displaying and printing the documentation. Note: If the installation of Microsoft Scripting Host should be required, this has to be executed before installing the windream client. If you install this component during the windream setup, answer the question displayed whether the computer shall be rebooted with No, reboot later. Otherwise, setup will be cancelled at this point. If the installation of Microsoft Script Control is required, this has to be executed before installing the windream client. Due to an error in the Script Control setup, the predefined path (for example C:\Program Files\Script Control) in the dialog box displayed cannot be changed via the Browse button, but only via a manual entry. Otherwise, the installation of the Script Control will be cancelled with an error. Thus, change the predefined path manually (for example C:\Program Files to D:\Programs). How to install the additional components 1. Insert the windream CD into your CD-ROM drive of your computer. If the autorun function is enabled, file Autorun.inf will be launched automatically.

9 windream Client Installation 5 2. Select menu item Installation on the start page. 3. Click menu item Additional components. 4. Select the menu item of the first additional component you want to install. 5. Repeat step 4 until all missing components have been installed. During the following setup process, the system will check whether the required components are available. If important components are missing, a respective message will be displayed in the System check dialog box. The setup process will be cancelled at this point and must be continued after having installed the missing components. System settings under Windows 9x After having installed the additional components, it is required to adjust the following system settings on Windows 9x workstations. Control panel network configuration TCP/IP must be configured. Adjust network access control on user level Before starting the setup, it is required to adjust the network access control on the user and group level. Depending on the current system configuration, meaning whether a domain controller is available or not, different procedures are necessary. Note: If the system should request the Windows installation CD when adjusting the access control, this question must be confirmed by clicking OK. As source directory, determine <drive letter>:\windows or <drive letter>:\windows\system, where Windows is your program directory (for example: C:\Windows). Usually, the requested files are available there.

10 6 windream Client Installation Figure 1: Adjusting the access control on user level Obtain list of users and groups from domain How to adjust the network access control on user level with an available domain controller 1. Start the Windows control panel (command Start>Settings>Control panel). 2. Double click the Network entry in the Windows control panel. 3. Select the Access Control tab page in the Network dialog box. 4. Enable the user level access control button. 5. In field Obtain list of users and groups from, enter the domain name under which the windream server operates. 6. Confirm your entry with OK. 7. Reboot your computer to make the changes become effective. or Logon to an NTdomain 1. In the Windows Explorer, select folder Network neighborhood or the respective desktop link. 2. Enable the Properties command from the context menu. 3. In dialog box Network, switch to tab page Configuration. 4. Click entry client for Microsoft networks. 5. Click the Properties button. 6. In dialog box Properties of client for Microsoft networks on tab page Common, enter the Windows NT domain of the windream server.

11 windream Client Installation 7 7. Confirm the entry with OK. 8. Reboot your computer to make the changes become effective. Note: The user and group list must be obtained from the same domain in which the selected windream server operates, or, if the windream server itself is the domain controller, from its domain. If you do not know the domain name, ask your responsible system administrator. The Windows NT domain must be the domain of the windream server. If the domain from which the user and group lists are obtained (domain 1) is different from that at which a logon is executed (domain 2), the user accounts of domain 1 must also be configured on domain 2. Configuration without domain controller How to adjust the network access control on user level without domain controller 1. Start the Windows control panel (command Start>Settings>Control panel). 2. Double click the Network entry in the control panel. 3. Click entry Network. 4. Select the Access control tab page in dialog box Network. 5. Switch the access control to user level. 6. Enter the name of the NT server on which the windream server operates. 7. Reboot your computer to make the settings become effective. Note: In order to be able to obtain DCOM-events from the windream server (only then will the windream indexing service be able to execute synchronous indexing for received jobs), the user account must be configured as a windream user on the windream server. System settings under Windows NT 4.0, Windows 2000 and Windows XP After the installation of the additional components, it is required to make the following system settings on Windows NT 4.0, 2000, or XP workstations. Note: The installing user must be a member of the administrators group to be able to install services and drivers. We recommend an installation under the "Administrator" ID.

12 8 windream Client Installation Identification of the connected NT workstation Before starting the windream setup, it is required to identify the connected NT workstations in the network. Depending on the current system configuration (meaning whether a domain controller is available or not), different procedures are necessary. Note: If a domain controller is available, the current client PC must possess an account in the NT domain from which the windream DMS Service obtains the windream authorization information. If no domain controller is used, the user account under which the installation is executed must be configured with the same name and password on the workstation computer and the Windows NT server and must be assigned to the administrators group. A windream user account must be configured on the workstation computer and on the windream NT server with the same name and password and must at least be assigned to one windream group. We will now describe how to switch the network identification of a client under Windows NT 4.0. This is executed under Windows 2000 or XP in the same way via the respective commands of the operating system.

13 windream Client Installation 9 How to identify the connected NT workstations with an available domain controller 1. Start the Windows control panel with command Start>Settings>Control panel. 2. Double click the network entry in the Windows control panel. 3. Select tab page Identification in the Network dialog box. 4. Enable the Change button to change the domain. 5. Enter the name of the domain which administers the rights for the windream server in field Domain.. 6. Confirm the entry with OK. 7. Reboot your computer to make the changes become effective. Figure 2: Identification of an NT workstation with domain How to identify the connected NT workstation without domain controller 1. Start the Windows control panel using command Start>Settings>Control panel. 2. Double click the Network entry in the Windows control panel. 3. Select tab page Identification in dialog box Network.

14 10 windream Client Installation 4. If necessary, enable button Change to change the workgroup. 5. In the dialog box for identification changes, enter the name of your workgroup in the respective field. 6. Confirm the entry with OK. 7. Reboot your computer to make the changes become effective.

15 windream Client Installation 11 Executing the windream client installation The following installations can be executed with windream client setup version 3.6 or higher: client installation standard, client installation on server local, shared server drive, client installation on a terminal server. In any case, the installation of the windream server must be executed separately via the respective setup program. Client installation Standard The windream server has been installed and is ready to operate. The windream client will be installed on the connected workstations with local client VFS-driver. For this installation type, you execute a standard client installation on the respective workstations (see also chapter "windream client installation - standard", p. 16 f.). Client installation on Server - local Server share drive The windream server has been installed and is ready to operate. The VFS-driver shall be installed as a local server share drive. These shares connect the workstations with a drive letter. Depending on the system configuration, the driver can be installed on the windream server itself or on one or several separate servers (server shares). For this installation type, you execute the client setup on these servers in the extended mode (see also chapter "Client installation - local server share drive ", p. 21 f.). Then, you execute the client setup in the extended mode on the connected workstations and install the windream client there without VFS-driver (see also chapter "Client installation - local server share drive ", p. 21 f.). Client installation on a terminal Server The windream server has been installed and is ready to operate. The windream client will be installed on a terminal server including the terminal server network driver (VFS-driver for terminal server). Depending on the system configuration, the windream client can be installed on one or several terminal servers. In this installation procedure, you execute the client setup on these servers in the extended mode (see also chapter "Client installation on a terminal server", p. 35).

16 12 windream Client Installation Client setup installation modes The client setup routine can be executed in two different modes: Standard, Extended. The selected mode depends on the question which driver type for access to the windream drive shall be installed and which of the client installations mentioned shall be executed. Driver type for VFS-driver The driver for the windream drive (VFS-driver) will either be installed locally on each workstation (emulation of a network drive), locally and once on a server which can be accessed by the clients (server share drive) or as terminal server network driver. Standard In this mode, the following components will be installed without the option of manual selections: DMS Connectivity, Shell and search extensions, Local network driver (standard). The VFS-driver will be installed locally as a network driver on the client. The network drive will be connected to the windream drive by configuring a manual network mapping via the Windows Explorer. Extended In this mode, a dialog for selecting the following components will be displayed: DMS Connectivity, Shell and search extensions, Local network driver (standard), Local server share drive, Access to server share (not for Windows 9x), terminal server network driver. windream components (extended mode) The components named DMS Connectivity and Shell and search extensions must always be installed on a windream client. Additionally, you must also select the desired component for the driver type to be installed.

17 windream Client Installation 13 Local network driver (standard) This component installs the local network driver on a client and corresponds to the standard client installation. Local server share drive This component installs the VFS-driver locally on a server. The drive will be shared. The associated workstations connect the share (e.g. \\Myserver\windream) with a free drive letter. A local VFSdriver installation is not required any more on these clients. The windream client will be installed via the client setup in the extended mode without selecting one of the driver components. Access to the server share (not Windows 9x) On Windows 2000 or XP workstations, the filter driver required for access to the server share (not Windows 9x) has to be installed in addition to the DMS and Shell / search extension components. Further information can be found in chapter "Access to the server share ", p. 31 and "Filter driver for access to the server share ", p. 31. Terminal server network driver This component installs the VFS network driver on a terminal server. Additionally, the client components for DMS connectivity and shell / search extensions will be installed on the terminal server. The drive will be shared. The share (e.g \\Windream\Objects) will be connected with a free drive letter by the Teminal client users. Note: If during the client setup a driver component is installed or updated, the computer must be rebooted after the installation. In other cases and as far as possible, a reboot will be avoided after a new installation. During update installations of clients without windream driver installations, a reboot will become necessary, if windream modules are still active. This reboot might be avoided under Windows NT, Windows 2000 and Windows XP, if all windream programs (Control Center, Search, DocView, etc.) and all Explorer functions incl. Desktop Explorers have been terminated (via the taskmanager). In this case, the setup program must be started from the taskmanager. A switch from a standard client with local server driver to a client installation with access to the server share including the driver is not possible via the setup program. For this, the client has to be uninstalled first and the computer has to be rebooted. Then, the components have to be selected in the extended mode, if a new installation is executed.

18 14 windream Client Installation Client setup Starting the installation If the Autostart of the CD-ROM drive has been enabled, the setup program will be started automatically. If it is disabled, start the setup program manually. setup with automatic CD-ROM start Starting the setup program manually How to start the setup program with automatic CD-ROM start 1. Insert the windream CD into the CD-ROM drive of your computer. 2. Click menu item Installation on the windream start page. 3. Select menu item windream installation and then Installation windream client. 4. Depending on the desired installation mode, select option windream client (standard) or windream client (extended). 5. Follow the instructions of the setup assistant. How to start the setup program manually 1. Insert the windream-cd into the CD-ROM drive of your computer. 2. In the Windows task bar, click Start. 3. Select menu item Programs>Windows-Explorer. 4. In the folder view, switch to the entry of the CD-ROM drive. 5. Double click file Start.exe in the Start folder. 6. Select menu item windream installation and the Installation windream client. 7. Depending on the desired installation mode, select either option windream client (standard) or windream client (extended). 6. Follow the instructions of the setup assistant. Note: You can also execute the setup program in the extended mode from the command line of an MS DOS window. Thus, open an MS DOS window and start the setup program with command line parameter /WM_EXT. For example E:\setup\windream\client\setup.exe /WM_EXT Reboot If the setup program asks for a reboot at the end of the installation procedure, a new login must be executed after the reboot under the user ID with which the installation has been executed (e.g. administrator).

19 windream Client Installation 15 Then, the setup program will start automatically again to execute the required registrations and configurations and to connect the windream network drive with a drive letter. If the setup program does not start automatically after the reboot, a reason may be that you have started the setup program from a network drive to which there has not been a connection so far. In this case, please start the windream client setup manually again. You will then receive a respective message. If no driver component is selected in the client setup, a reboot will be avoided as far as possible.

20 16 windream Client Installation Installing the windream client (standard installation) Before starting the windream setup, close all active applications to be able to install windream correctly. Note: The windream client and the windream server installation may not be executed on the same computer. Launching the setup program Start the setup program from the installation CD. See also chapter "Client setup starting the installation", p. 14. setup with automatical CD- ROM start Starting setup manually How to start the setup with automatical CD-ROM start 8. Insert the windream-cd into the CD-ROM drive of your computer. 9. Click menu item Installation on the windream start page. 10. Select menu item windream client. 11. Follow the instructions of the setup assistant. How to start the setup manually 7. Insert the windream-cd into the CD-ROM drive of your computer. 8. In the Windows taskbar, click Start. 9. Select menu item Programs>Windows-Explorer. 10. In the folder view, switch to the CD-ROM drive. 11. Start the windream setup with a double click on the program file named Start.exe in folder Start. 12. Click menu item Installation on the windream start page. 13. Select menu item windream client. 14. Follow the instructions of the setup assistant. Welcome After having started the windream setup, a setup assistant will guide you through the required installation steps. Licence agreement With the installation of windream, you confirm the licence agreements.

21 windream Client Installation 17 windream Info This dialog displays information on the system requirements of the windream installation. Before continuing the installation, please check whether the requirements are fulfilled. If not, cancel the installation at this point and install the missing components. windream system check The windream system check will check the system configuration and the installation requirements. If required additional components are missing or if the system settings are incorrect, a respective message will be displayed in the dialog box. In this case, the setup cannot be continued. Cancel the installation. If necessary, install the required components and adjust the required settings. Then, start the setup again. Select destination path In this dialog box, you enter the destination path for the installation of windream. Apply the preselected target folder or determine a different one via the Browse button. Settings database Server Enter the name and the port of the server on which the windream DMS-Service is installed. The fields are preset, and usually you can apply the preselection. If you are not sure, ask your administrator. Select program folder In this dialog box, enter a name for the folder under which the windream icon will be displayed in the start menu. Installation summary In the installation summary, all settings will be displayed which you have made during the installation process. Before starting, you will be able to change the settings by clicking the Back button. Confirm the current settings with Next. The program files will be copied into the destination directory. windream setup complete Setup will inform you that the installation has been completed successfully with this message.

22 18 windream Client Installation Computer reboot A reboot might become necessary after the installation to enable registrations and configuration updates. Thus, the setup program will once again be started after the reboot to update the Registry and to connect the network. If the setup cannot be started automatically after reboot, a respective message will be displayed. In this case, start the setup manually once again (see chapter "How to start the setup program manually", page 16). Note: When rebooting the computer, you will have to log on to the system with the same user account which you used for installing the windream client. After having registered the windream Services, you can log on as windream user (not administrator). This user must also connect (map) the windream drive with a drive letter. windream drive mapping After having installed the windream client successfully, it is required to map the windream drive with a free drive letter on the client. The folder to be mapped can be found at \\windream\objects under Network neighborhood>complete network>windream. You can automatically map the drive after having completed the setup and after having rebooted the computer, or you can map the drive manually later. How to map the windream drive automatically 1. Confirm the question on mapping the windream drive with Yes. 2. In dialog box Map network drive, select the drive letter with which you want to map the share (\\windream\objects). 3. Enable the checkbox for restoring the mapping on logon. 4. Confirm the entry with OK. How to map the windream drive manually 1. Open the Windows Explorer. 2. Open command Map network drive of the respective tab page from the Specials menu.

23 windream Client Installation In dialog box Map network drive, select the drive letter with which you want to connect the share (\\windream\objects). 3. Enter the folder with which the mapping shall be connected in the Folder field. The release can be found under Network neighborhood>complete network>windream. 4. Enable the checkmark for restoring the mapping on logon. 5. Confirm the entries with OK. Starting windream After having executed the windream installation successfully, you will now be able to start windream for the first time. Now, the drivers will be activated, and the client computer will be connected to the windream server. How to start windream 1. Open the windream Control Center with a right mouse click on the windream icon in the system tray. 2. Start the VFS-Service using command VFS Service>Start of the windream Control Center.

24 20 windream Client Installation Update installation windream client windream offers to execute an update installation from a previous to the current version. Note: If a previous windream version has already been installed on the target system, only an update installation can be executed. A complete new installation will only be possible after a complete uninstallation of the previous version. How to execute an update installation 1. Close all windream services. 2. Launch the windream client setup from the installation CD (call setup.exe). 3. Confirm the question whether an update shall be executed with Yes. 4. Reboot your computer after the update installation (see also chapter "Computer reboot", page 18). Note: After an update, it is required to map the windream drive with a free drive letter (see chapter "windream drive mapping", page 18).

25 windream Client Installation 21 Client installation - local Server share drive In order to install the server share drive, you first install the VFS-driver on the windream server (not recommended) or on another server. Then, you install the windream client on the connected workstations. The share (e.g.. \\Myserver\windream) must then be connected with a free drive letter on the windream client computers (see also chapter "Installing the windream client", p. 30). Both installations are executed via the client setup program in the extended mode. See also chapter "Client setup installation modes ", p. 12. The installation of the windream server is executed via the windream server setup either on a separate computer or on the shared server. System requirements The requirements which must be fulfilled for the installation of the windream client on the workstation computers can be found in chapter "windream client requirements", p. 3. The following requirements are valid for the shared server. System requirements for the shared server Windows NT 4.0 with Service Pack 6 or Windows 2000 server with Service Pack 3. Note: We do not recommend to install the driver on the windream server, but on one or several separate (shared) servers. Possible problems of the VFS-driver may then lead to problems with the shared servers, but would not affect the windream server itself. Thus, we recommend to choose a configuration similar to that explained in the following example:

26 22 windream Client Installation Figure 3: Configuration of a windream installation for a server share drive In the following description, the shared server will be named as SHARESRV_1 and the windream server as WMDMSSRV. Installing the Server drive Start the setup program from the installation CD on the shared server in the extended mode. See also chapter "Client setup starting the installation", p. 14. Welcome After you have started the setup program, the installation assistant will guide you through the required installation steps. Licence agreements With the installation, you confirm the licence agreements. windream Info Before you continue the installation, check whether the system requirements are fulfilled. windream components Select the following components in this dialog box:

27 windream Client Installation 23 DMS connectivity Local server drive with share. Figure 4: windream components for the installation of the server drive with share Further information can be found in chapter "windream components (extended mode)", p. 12. windream system check The windream system check will check the system configuration and the installation requirements. If required components are missing or if the system settings are incorrect, a respective message will be displayed in the dialog box. In this case, the setup program cannot be continued. Cancel the installation. If necessary, install the missing components and correct the system settings. Then, start the setup again. Select destination path In this dialog box, you determine the target folder for the installation of windream. Use the folder which the system suggests or determine another folder via the Browse button. windream drive Here, you determine a drive letter under which the windream share will be created.

28 24 windream Client Installation Figure 5: windream drive for the installation of the server drive with share VFS-Service logon account Here, you enter the user-id under which the windream VFS-service will operate on the shared server. This user account must already exist before executing the setup program. We recommend to use the ID of the windream mainuser. Figure 6: VFS-Service logon account for the installation of the server drive with share If the windream DMS-server has been configured with a mainuser whose account has been created on a domain (e.g.

29 windream Client Installation 25 MYDOMAIN\windream), this domain user must also be determined on the server share. If the windream DMS-server is configured with a mainuser account which has been created locally on the windream server (e.g. WMDMSSRV\windream), this user account must also be created locally on the server share (e.g. SHARESRV_1\windream). In this case, you enter the ID of the local user during the setup on the server share. The user determined (windream mainuser) will be added to the group of local administrators by the setup program, and the following system rights will be assigned: System right SeBatchLogonRight SeCreatePermanentPrivilege SeCreateTokenPrivilege SeLoadDriverPrivilege SeServiceLogonRight SeTcbPrivilege Logon as batch processing job Creating permanently shared objects Creating a token object Loading and removing device drivers Logon as service Table 1: System rights of the windream mainuser on the server share Acting as a part of the operating system Configuration database Server Here, you enter the name and the port of the server on which the windream server is installed. The fields are preset, and generally - you can apply the presettings.

30 26 windream Client Installation Figure 7: Settings database server for the installation of the server drive with share Select program folder In this field, you enter a name for the program folder under which the windream icon will be displayed in the Start menu. Summary of the installation Here, all settings you have made during the installation processs will be displayed as a summary. You can still change the settings by clicking the Back button. Confirm the current settings with Next. The program files will be copied into the destination directory. windream setup complete The setup program indicates that the installation is complete with this dialog box. Computer reboot After having completed the setup procedure, a reboot is required for refreshing and updating the configuration. Thus, the setup program will once again be started after the reboot to update the Registry and the configuration. A respective message will be displayed, if the setup program cannot be started after the reboot automatically. This may for example happen, if

31 windream Client Installation 27 you have launched the setup program from a network drive to which there was no connection at the time of the reboot. In this case, start the windream setup manually again (see also chapter "Client setup starting the installation", p. 14). You can start the setup in the standard mode (see chapter "Client setup installation modes", p. 12). Note: During the computer reboot, you will have to log on with the same user account at the system under which you have also executed the installation (e.g. under the administrator-id). Starting the VFS-service After the installation, the VFS-service can be started after having confirmed a respective message, and the start type can be set to Automatical. Figure 8: Starting the VFS-Service and setting the start type After the installation After the installation, you can change the preset name on the server share or adjust the number of threads to be started to the number of users who will access the drive (see chapter "The local server drive on the server share ", p. 27 and "Determining the number of threads for access to the drive ", p. 28). Then, the windream client installation has to be executed on the connected client workstations (see chapter "Installing the windream client", p. 30). The local server drive on the server share After the second start of the setup program, a local drive named "windream" occurs under the drive letter determined in the setup program. This drive cannot be accessed locally on the server. The windream users known on the DMS-server can now map the share SHARESRV_1\windream on the workstations (map network drive). By default, the share will be installed under the name "windream" and with a comment "windream server Share" on the shared server. These designators are determined via respective entries in the Registry and

32 28 windream Client Installation can be changed there. Before, you must close the windream VFSservice. Changing the share designators in the Registry Under key HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\vfsdrv\Parameters\ you can change the name and the comment of the share. Registry entry Share name: Comment: ShareName of type STRING ShareComment of type STRING Value windream windream server Share After having changed the Registry entries, the server must be rebooted. Determining the number of threads for access to the drive By default, a number of threads is preset via an entry in the Registry which can be started as a maximum. Generally, one thread per loggedin user is used. If more users log on to the drive than have been determined in entry MaxThreads, several users will share one thread which may lead to a performance loss. To avoid this, you can adjust the number of threads to be started. A value up to 256 is allowed. HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\vfsdrv\Devices\VfsccomDevice\1 MaxThreads=Dword: The preset number of threads will be created directly on the driver side and on the service side as well, when the VFS-service is started. We recommend to calculate not more than two users per thread. If more users shall work with the drive, we recommend to configure a further server share. After having made the changes in the Registry, the windream VFSservice must be closed and started again. Restrictions for the windream Clients The following restrictions are valid for the connected clients: 1. Indices of deleted, renamed or moved files can "land" (meaning they can be transferred) on new files during Explorer operations. 2. No index events will be created for the files mentioned under 1., meaning that the client service will display no index dialog.

33 windream Client Installation 29 Explanation windream clients which address the share without local driver can browse in the windream drive and create and change files. Changes which have been made via the Windows Explorer underlie the following restrictions: On a standard client, so called "floating indices" will be created on deleting, renaming or moving operations of applications (except Explorer), which will "land" again when a document is created with the same name. In the same way, indices can also land on a second document, if the first one is renamed or deleted. This will not happen after respective Explorer operations on a standard client. In contrast to standard client installations, an installation with server share cannot detect which client process executes an action. Due to this fact, Explorer and other applications (e.g Microsoft Word) cannot be differentiated from each other. A consequence is that these indices will also land again on Explorer operations. Further on, no index events will be created by the windream server for documents which have received floating indices, and no indexing dialog will be displayed. A "landing" will only happen, if the same client session executes this action. The "landing" of floating indices can be limited on the windream DMS-server by setting a timeout value in the Registry. Under key HKEY_LOCAL_MACHINE\SOFTWARE\A.I.S. GmbH\windream\3.6\Database there is an entry named TTSTimeout of type DWORD, via which you can set the timeout value: TTSTimeout value = 0: no timeout (default) TTSTimeout value > 0: timeout in seconds. Warning: The setting of a timeout >0 may result in a loss of index information when editing documents e.g. with MS Office applications. The applications save new files partly in temporary files, delete the original file (with index data) and rename the temporary file into the original name, and the indices "land" again. If the timeoout value has been set lower than the time the office applications need between deleting the original file and the renaming process of the temporary file, the original indices will be lost.

34 30 windream Client Installation Note: The restrictions mentioned can be avoided under Windows 2000 and XP. Thus, the filter driver named "Access to server share" will be installed on the windream clients (see chapter "Installing the windream client", p. 30). Installing the windream Client Now, you execute the windream client setup program on the workstations. The setup program has been described in chapter "Installing the windream client" (standard installation)", p. 16. We will now describe those dialogs and settings which diverge from the standard installation. Start the setup program in the extended mode to install the client without local VFS-driver (see also chapter "Client setup Starting the installation ", p. 14). In the windream components dialog box, you select the components to be installed. Further information concerning the respective components can be found in chapter "windream components (extended mode)", p. 12. windream components Select the following components: DMS connectivity, Shell- and find extensions and (if required) server share access (not Windows 9x).

35 windream Client Installation 31 Figure 9: windream components client with access to server share server share access With the option named server share access (not Windows 9x) a filter driver can be installed (depending on the operating system) with which the restrictions described under "Restrictions for the windream clients", p. 28 can be avoided. System requirements for the filter driver Windows 2000 Professional with Service Pack 3 or Windows XP Professional with Service Pack 1. The operating systems Windows NT 4, 95, 98, and ME are not supported. Filter driver for server share access The filter driver transfers the required process information to the server share so that a differentiation between Explorer and the other applications is possible again. Note: A switch from a standard client with local serverdrive drivers to a client with access to the server share incl. the filter driver is not possible via the setup program. For this, the client must be uninstalled and the computer must be rebooted. Then, the components mentioned must be selected for a new installation in the extended mode.

36 32 windream Client Installation Restrictions After the installation of the filter driver "Access to server share", a device which can be started manually named windream VFS Filter driver is displayed in the device manager. (The viewing type must include hidden devices. The driver can be found under entry Non-PnP-driver and is named "windream VFS Filter driver"). After having executed the windream client setup, the driver is set to being started on demand (tab page Driver from the driver Properties), because on the one hand, performance limitations (5-10 %) in file system operations are to be expected, as for transferring the process information additional system calls are executed and network traffic is created. On the other hand, enabling the automatic start type may lead to problems like a system crash. Due to this reason, we do not recommend to change the settings. Instead, a manual start of the driver can be entered in the local Registry. Under key [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows \CurrentVersion\Run] the following entry can be created: WindreamLMFilter=net start LMFilter In order to enable the driver to be started, the logged-on user must be a member of the Windows NT group named Mainusers. Otherwise, access will be denied. If the driver shall also be started for users who are not members of the group of mainusers, a respective process can be defined in the task manager. Thus, log in under the local administrator ID first. Then, create a scheduled task in the task manager, which executes the "net start LMFilter" command under the local administrator account during the logon process (tab page Schedule of the task properties, execute task on logon). Finishing the setup program and mapping the network drive After having completed the setup program, a reboot might become necessary for refreshing and completing the configuration. Thus, the setup program will be launched once again after the reboot (in standard mode) to update the Registry and to connect the share (see chapter "Client setup installation modes", p. 12).

37 windream Client Installation 33 Start windream Control Center now Enable this option, if the Control Center shall be started automatically after having completed the setup procedure. You can also start the windream Control Center manually from the Start menu any time you want (e.g. via command Start>Programs>windream>windream Control Center). Figure 10: Starting the windream Control Center Reboot A respective message will be displayed, if the setup program cannot be started automatically again. In this case, start the windream setup program once again manually (see also chapter "Client setup Starting the installation", p. 14). Note: When rebooting your computer, you will have to log on to the system under the same user account under which you have also executed the installation of the windream client. After having registered the windream services, a logon can be executed under the ID of a windream user (not administrator). This user must also connect the share with a drive letter. Connecting the windream drive After having installed windream successfully, you will still have to map the share (the server drive, e.g. \\Myserver\windream) with a free drive letter on the client.

38 34 windream Client Installation Figure 11: Mapping the windream drive You will be able to map the drive automatically after having completed the setup and after the reboot or to map the drive manually later (see also chapter "Mapping the windream drive ", p. 18).

39 windream Client Installation 35 Client installation on a terminal server In order to install windream on a terminal server, you install the windream client including the terminal server network drivers on a terminal server. The installation is executed via the client setup in the extended mode (see also chapter "Client setup installation modes", p. 12. The share (e.g. \\Windream\Objects) will then be mapped by the terminal server users on the terminal clients with a free drive letter (Map network drive). The installation of the windream server is executed via the windream server setup on a separate computer (windream server). System requirements The requirements which are valid for the installation of the windream client on the workstations have been described in chapter "windream client requirements ", p. 3. System requirements for terminal server network driver Windows 2000 server Service Pack 3 and Microsoft Windows terminal server or Citrix MetaFrame in installation mode. Note: We urgently recommend not to install the windream server on the terminal server, but on a separate computer. Additionally, a separate server should exist as a Domain Controller which administers the user and group profiles. Thus, you should select a system configuration like that presented in the following example:

40 36 windream Client Installation Figure 12: Configuration of a windream installation in terminal server environments In the following description, the terminal server will be named as TERMSRV_1 and the windream server as WMDMSSRV. Installing the terminal Server network driver Launch the setup program on the terminal server from the installation CD in the extended mode. See also chapter "Client setup Starting the installation", p. 14. Attention: Ensure that the terminal server operates in the installation mode. If required, change the mode before the installation via command change user /install from a command line of a DOS prompt. Via command change user /query you can request the current mode in advance. Welcome After having started the setup program, the setup assistent will guide you through the installation steps. Licence agreements with the installation, you confirm the licence agreements.

41 windream Client Installation 37 windream Info Before continuing the installation, please check whether the system requirements are fulfilled. windream components In this dialog box, you select the following components: DMS Connectivity, Shell- and find extensions, terminal server network drive. Figure 13: windream components for the installation of the terminal server Further information on the respective components can be found in chapter "windream components (extended mode)", p. 12. windream system check The windream system check checks the system configurations and the installation requirements. If required additional components are missing or if the system settings are incorrect, a respective message will be displayed in the dialog box. In this case, the setup program cannot be continued. Cancel the installation. If necessary, install the missing components and correct the systerm settings. The, start the setup program again.

42 38 windream Client Installation Select destination path In this dialog box, you enter the destination folder for the installation of windream. Apply the suggested folder or choose another one via the Browse button. Attention: If several terminal servers are used on which windream is installed, please urgently ensure that the same installation path is set on all servers. VFS-service logon account Here, you enter the user-id under which the windream VFS-service will operate on the terminal server. This user account must exist before executing the setup program. We recommend to use the ID of the windream mainuser. Figure 14: Entering the ID of the windream mainuser during the installation of the terminal server While executing the setup program, the windream mainuser must be determined, under whose ID the windream VFS-service will operate on the terminal server. This user account must already exist before executing the setup program. If the windream DMS-server has been configured with a mainuser whose account has been created on a domain (e.g. MYDOMAIN\windream), this domain user must also be determined on the terminal server.

43 windream Client Installation 39 If the windream DMS-server is configured with a mainuser account which has been created locally on the windream server (e.g. WMDMSSRV_1\windream), this user account must also be created locally on the terminal server (e.g. TERMSRV_1\windream). In this case, you enter the ID of this local user on the terminal server when executing the setup program. The user determined (windream mainuser) will be added to the group of local administrators by the setup program, and the following system rights will be assigned: System right SeBatchLogonRight SeCreatePermanentPrivilege SeCreateTokenPrivilege SeLoadDriverPrivilege SeServiceLogonRight SeTcbPrivilege Logon as batch processing job Creating permanently shared objects Creating a token object Loading and removing device drivers Logon as service Acting as part of the operating system Table 2: System rights of the windream mainuser on the terminal server Note: After having completed the installation, please check in the local security rules of the system settings (e.g. via command Programs>Administration) whether the rights have been set respectively. If this is not true, you will have to assign the rights manually there. Settings database Server Here, you enter the name and the port of the server on which the windream DMS-service is installed. The fields are preset and generally you can apply the presettings.

44 40 windream Client Installation Figure 15: server name of the windream server and port of the TCP-service in a terminal server installation Select program folder In the Program folder field, you enter a name for the folder under which the windream icon will be displayed in the Start menu. Timestamp A timestamp will be displayed in this dialog box. This timestamp is required for synchronisation in different terminal server installations. If several terminal servers are used on which windream shall be installed the same timestamp must be entered in the Registry on all servers. Otherwise, user-defined settings will always be overwritten by default settings. If the setup program is executed for the first time on the first terminal server, please copy the timestamp displayed so that you can use it for the following setups on further terminal servers.

45 windream Client Installation 41 Figure 16: Timestamp during the terminal server installation If this is already an installation on a further terminal server, please type the timestamp of the first installation into the input field. You can check the timestamp in the Registry on the different terminal servers: HKEY_LOCAL_MACHINE\SOFTWARE\A.I.S. GmbH\windream\3.6\setup Under this key, the timestamp is entered as a character string with the following format: Installed = YYYYMMDDHHMMSS Note: This timestamp entry must be identical on all terminal servers before a user logs in there. Installation summary In a summary, all settings will be displayed which you have made during the setup routine. You can change settings by clicking Back. Confirm the current settings with Next. The program files will be copied to the destination directory. windream setup complete The setup program informs you that the installation process has been completed with this dialog box.

46 42 windream Client Installation Reboot By default, the setup program requires a reboot. After the reboot, you will have to log on with the same user account with which you have also executed the installation procedure of the windream terminal server driver. Then, you start the setup program once again manually to execute the required registrations and configurations (see also chapter "Client setup Starting the installation", p. 14). you can start the setup program in standard mode (see also chapter "Client setup Installation modes", p. 12). Note: When rebooting the computer, you will have to log on with the same user account which you also used for installing the windream client. terminal server must run in installation mode Please ensure that the terminal server runs in the installation mode. If this is not true, respective messages will be displayed. The setup program will be cancelled at this point. Change the mode via command change user /install from a command line of the MS DOS prompt. Then, start the setup again to execute the required registrations and configurations. Starting the VFS-service After the installation, the VFS-service can be started after having confirmed a respective message, and the start type can be set to Automatic. Figure 17: Starting the VFS-service and setting the start type The setup procedure is complete now. The terminal server users will now connect to the share drive (windream drive) with a free drive letter at the associated terminal clients. After the network drive has been mapped, the terminal client users who are entered as windream users can work with windream.

47 windream Client Installation 43 Connecting the windream drive After the second start of the setup program, you can find the share \\Windream\\Objects in the network neighborhood under Network neighborhood>complete network >windream. Log on as terminal client user on a connected client and map the windream drive (command Specials>Map network). Figure 18: Mapping the windream drive terminal client You can now work with windream. Further information on the application can be found in the windream documentations. Note: The share must not be mapped with a drive letter by an administrator who is logged in at the console locally. The mapping may exclusively be executed by real terminal client users, if required by a logon script. After the installation After the installation, the number of threads to be started can be adjusted to the number of users who will access the drive (see also chapter "Determining the number of threads for access to the drive", p. 43). Determining the number of threads for access to the drive By default, a number of threads which can be started as a maximum has been preset via a Registry entry. Generally, one thread for each logged in user is used. If more users log on to the drive than have been