Centrix WorkSpace IQ Installation Guide. Version 4.5

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1 Centrix WorkSpace IQ Installation Guide Version 4.5

2 If you have any feedback about the product or documentation, please submit to: 2010 Centrix Software Ltd. All rights reserved. The Centrix logo and design are trademarks of Centrix Software Ltd. All other marks and names mentioned herein may be trademarks of their respective companies. Copyright, design right and all other intellectual property rights of whatever nature in this document, its format, contents and attachments is owned by, or licensed to, Centrix and only persons explicitly authorised by Centrix in writing are permitted to possess, view, copy or otherwise utilise the same, or any part thereof and then only for the purposes of its evaluation by the intended receiver. Any unauthorised copying, editing or other application of this document, its format or contents, or of any part thereof, is strictly prohibited even for the purposes of evaluation and may give rise to legal liability. Please read the End User Software License Agreement before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement. Page 2

3 Contents Deployment Logical Model... 4 IQ Database... 5 System Requirements... 5 Pre-Requisites... 5 Workspace IQ and Collection Services... 7 System Requirements... 7 Pre-Requisites... 7 WorkSpace IQ Application... 8 Supported target operating systems for WorkSpace IQ Application... 8 Pre-Requisites... 8 WorkSpace Agent... 9 Supported target operating systems for WorkSpace Discovery Agent... 9 Pre-Requisites... 9 WorkSpace IQ Step By Step Installation IQ Database, and Services Installation Workspace IQ Database Adapter Installations WorkSpace Client (Application) Installation IQ Discovery Agent Installation Manual Install Update Agent Uninstall Agent FIRST USE Overview Page 3

4 DEPLOYMENT LOGICAL MODEL Database IQ & Collection WorkSpace IQ Monitored Server Services Application Devices (agent) When deploying WorkSpace IQ, the four logical components are shown above. These components can reside on the same physical machine. The system requirements and prerequisites in these instances become the aggregated results for the components. There can also be multiple instances of the Collection Services platform for reasons of scalability and/or network topology. Multiple instances of the Workspace application can also be run to support multiple IT administrators, business analysts or others requiring insights from the IQ data. There will need to be instances of the agent on every platform that you wish to monitor with IQ. The main product installation process allows control over the database, services and console components to be installed on the target machines. Agent deployment is done once IQ is installed and operating. This allows for agents to register and report to the collection service on installation. Page 4

5 IQ DATABASE Centrix WorkSpace IQ V.4.50 System Requirements For 64-Bit Windows, a minimum of AMD Opteron, AMD Athlon 64, Intel Xeon with Intel EM64T support, Intel Pentium IV with EM64T support is recommended. Processor speed should be a minimum of 1.4GHz but preferably 2.0GHz or faster. A minimum of 1GB and a recommended 4GB of memory. See For 32-Bit Windows, a minimum processor of Pentium III-compatible and a minimum processor speed of 1.0 GHz but preferably 2.0 GHz or faster. A minimum of 1GB and a recommended 4GB of memory. See The hardware specification is based upon use of the recommended SQL 2008 Standard Edition. SQL Server 2008 Enterprise Edition may be used as an alternative SQL Server 2008 R2 Standard or Enterprise Editions may also be used as alternatives. The IQ database must then be run in SQL 2008 compatibility mode SQL Express, SQL Workgroup and Web versions cannot be used with IQ Please follow Microsoft best practice guidelines for defining the locations for tempdb and log files to ensure performance is maintained. Disk space requirements vary depending upon size of environment and duration of monitoring timeframe. Example: 2,000 monitored PC s over 4 weeks typically results in <200MB disk space usage. If you wish to run SQL Server in a Virtual Machine, then please follow Microsoft guidance for the system requirements and configuration needed. Please see the separate document WorkSpace IQ Database Maintenance for more specific guidance on maintaining the database. Pre-Requisites SQL 2008 (Supported versions defined above) pre installed on target machine SQL 2008 installs the necessary version of the.net framework on which is relies Page 5

6 Windows Installer MSI 4.5 Download from : Page 6

7 WORKSPACE IQ AND COLLECTION SERVICES The Collection Service is responsible for communication with the agents to manage them and to collect monitoring data from them. The following ports are used to communicate with the agents: 2021 (TCP) used as a port for agents to listen for action requests 2022 (TCP/UDP) used as the broadcast port for agents to automatically discover the location of the Workspace IQ collection service Additionally, in IIS for the Centrix IQ site a port is automatically assigned for the collection service to collect the raw data from the Agents. In this case, agent deployments can be manually configured to report into this port Firewall exceptions are automatically created on the server as part of the installation process The IQ Service is responsible for handling interaction with Active Directory to obtain user and domain information as well as running operations on the collected IQ data. This service is fully automated with no user configuration or interaction required. System Requirements System requirements for the platform on which these services are hosted are governed by the pre-requisite of needing IIS and therefore the basic operating system requirements. These services do not create excessive load on the server and can therefore be run on Windows Server Web Editions Windows Server 2003 SP : Single CPU (Preferably Intel Pentium/Celeron family, AMD K6/Athlon/Duron family, or compatible processors.) machine with 550MHz processor speed and 256MB of RAM. Windows Server 2008 R2: Single CPU 1.4GHz x86 processor or Itanium processor. Minimum of 512MB or RAM. Pre-Requisites The server hosting the collection service must be registered in your INTERNAL DNS and name resolution must be checked to ensure that the endpoints can resolve the server by short name / hostname, and fully qualified domain name. Page 7

8 WORKSPACE IQ APPLICATION This component provides a user interface to the IQ product to control agent deployment and behaviour, set user-definable values for items such as scope of business case analysis, license entitlements and costs as well as to generate detailed analysis or planning reports based on the collected agent data. Supported target operating systems for WorkSpace IQ Application Microsoft Windows 2000 Professional and Server (All Editions) Microsoft Windows XP and Microsoft Windows 2003 Server (All Editions) Microsoft Windows Vista Microsoft Windows 7 Microsoft Windows Server 2008 (All Editions) Citrix XenApp and Microsoft Terminal Services platforms as a published application Pre-Requisites.NET 3.5 Page 8

9 WORKSPACE AGENT Centrix WorkSpace IQ V.4.50 This lightweight, low impact agent is packaged as a standard.msi installation file allowing for easy distribution to end points using standard software distribution techniques. This ensures low impact to administrators for deployment, and no disruption for users. The MSI package also accepts all of the necessary command line parameters to configure the agent on installation. For example, the following command line will set the collection service location for an agent to the specified IP address <Discovery Server IP Address> on the default port of 8080 msiexec /i C:\<installation path>\workspacediscoveryinstall.msi WebServiceMainUrl= Server IP Address>:8080/CxDiscoCollector Mass deployment of the agent can be achieved in conjunction with an Active Directory Group Policy Object, script or 3rd party deployment software. Upon installation of the Discovery agent there are three methods by which it can establish a connection with the IQ Collection Service: Communicate back to the collection service defined in the MSI command line parameters used during install. Send out a multicast on port 2022 to the multicast address in order to find the nearest IQ Service. Send out a UDP broadcast on port 2024 to ( ) Where using broadcasting across multiple networks, routers need to be specifically enabled to route these communications. In many environments this functionality is disabled in order to reduce the possibility of flooding networks with broadcast traffic. Supported target operating systems for WorkSpace Discovery Agent Microsoft Windows 2000 Professional and Server (All Editions) Microsoft Windows XP and Microsoft Windows 2003 Server (All Editions) Microsoft Windows Vista Microsoft Windows 7 Microsoft Windows Server 2008 (All Editions) Citrix XenApp and Microsoft Terminal Services platforms Typical end point resource usage is 50MB disk space, 7MB memory, maximum 2% CPU utilization, 100K/Bytes initial scan per device, monitored approximately 10K/Bytes per day per device (based upon the default profile). Pre-Requisites The following software is also required to be installed on the target machine before installation of the Centrix Agent Page 9

10 MSI Windows Installer 3.0.NET Framework 2.0 redistributable Page 10

WORKSPACE IQ STEP BY STEP INSTALLATION IQ Database, and Services Installation Ensure all pre-requisites are complete prior to starting the IQ Server installation.

11 WORKSPACE IQ STEP BY STEP INSTALLATION IQ Database, and Services Installation Ensure all pre-requisites are complete prior to starting the IQ Server installation. Ensure you are logged in with Administrative level permissions. This should be executed on the server machine on which you wish to install as a minimum the Workspace IQ and Collection services. The IQ database is also installed at this time but a separate machine can be selected as part of the install. Locate and double-click the Workspace_IQ_Server_Setup.exe. The installation wizard will begin. Click Next at the Welcome screen shown above. This will display the License Agreement dialog Page 11

License Agreement. Please read the license agreement, and then click the radio button to accept the terms; click Next to continue to the installation folder location setting Destination Folder.

12 License Agreement. Please read the license agreement, and then click the radio button to accept the terms; click Next to continue to the installation folder location setting Destination Folder. Select Change for an alternative installation location or click Next to accept default. The selected folder location will automatically be created. The next step is to define the settings for database server. Page 12

13 Database Server. Enter the fully qualified domain name or IP address of the database server that the database will be installed on. Choose between Windows domain authentication and local server authentication using the defined credentials. Choose the database name (The default is WorkspaceIQ ). Check all fields and click Next. Setup Type. Complete: For a new installation select the Complete option and click Next. Custom: For a custom installation select the Custom option and click Next. All IQ elements will be installed by default but you can de-select any that you do not wish to install at this time. Once you are happy click Next. Page 13

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15 Ready to Install the Program. Click Install to proceed. Once the installation has completed, the wizard will present a dialogue acknowledging successful installation together with some additional options. Click Finish to close the wizard. Page 15

16 Workspace IQ Database Adapter Installations The Workspace IQ Database Adapters enable the IQ client to report on third party data using a second database (Workspace Analytics). Currently Workspace Analytics supports data from Citrix RM, Citrix Edgesight and Symantec Altiris. 1.) Locate the adapter sql script files (The adapters are located in a folder called Adapters on the Workspace IQ and Collector service machine C:\Program Files\Centrix Software\WorkSpace\IQ\Adapters) and open each one from within Sql Server Management Studio. (if the DB is located on a separate machine, these scripts will need to be transferred to that machine) 2.) Follow the instructions at the top of the sql script to setup the adapter i.e. database name, linked server name (if applicable) and collation settings (if applicable). 3.) Run the script and the data adapter will be added as an extra stored procedure within the Workspace Analytics database. These adapter stored procedures can then be executed to import data from the third party databases into Workspace Analytics. Page 16

WorkSpace Client (Application) Installation Ensure all pre-requisites are complete prior to starting the IQ Client installation. Ensure you are logged in with Administrative level permissions.

17 WorkSpace Client (Application) Installation Ensure all pre-requisites are complete prior to starting the IQ Client installation. Ensure you are logged in with Administrative level permissions. Locate and double-click the Workspace_IQ_Client_Setup.exe. The installation wizard will begin. Click Next at the Welcome screen. License Agreement. Please read the license agreement, and then click the radio button to accept the terms; click Next to continue. Page 17

18 Destination Folder. Select Change for an alternative installation location or click Next to accept default. Database Server. Enter the name or IP address of the database server the application needs to point at (same address as used in the IQ Server setup) Choose between Windows and server authentication and then choose the database name (default is WorkspaceIQ ). Check all fields and click Next. Page 18

19 Ready to Install the Program. Click Install to proceed. Once the installation has completed, the wizard will present a dialogue acknowledging successful installation together with some additional options. Click Finish to close the wizard. Before the workspace IQ Service can communicate with the active directory the LDAP settings must first be configured in the WorkspaceIQ database (table name; Page 19

20 dsc.configuration). The LDAP settings can also be set from within the client under File Discovery Settings System Configuration). Page 20

21 IQ DISCOVERY AGENT INSTALLATION Ensure all pre-requisites are met prior to starting the Discovery Agent installation. The Agent.MSI is located in a folder called Agent on the Workspace IQ and Collector service machine C:\Program Files\Centrix Software\WorkSpace\IQ\Agent Manual Install At the target machine open a network share to the location of the WorkspaceDiscoveryAgent.msi or copy the file locally, and double-click the.msi. This will initiate a silent installation. Update Agent To update the agent, the new version of the.msi needs to be placed in a new folder on the IQ Server under the IQ application root. The folder name should match the agent version number. e.g From the Application UI - Client Version in Discovery Settings System Configuration should be changed to match this. Uninstall Agent To remove the agent from target machines, navigate to the Windows Control Panel installed programs dialogue. This varies between Operating Systems, eg: Windows XP is Add or Remove Programs, and Windows 7 is Programs and Features. Find the Workspace Discovery Service and click Remove. To script the removal of the agent from many machines, the following command line can be used in conjunction with an Active Directory GPO, script or 3 rd party deployment software. It is based upon the default installation path. msiexec /x C:\<installation path>\workspacediscoveryagent.msi Page 21

FIRST USE Overview Upon starting the Workspace IQ console, the home screen displays summary statistics of agents which have registered themselves with the server, and of those which have registered,

22 FIRST USE Overview Upon starting the Workspace IQ console, the home screen displays summary statistics of agents which have registered themselves with the server, and of those which have registered, and which ones have completed their initial scan. This screen can be accessed at any time via the File Discovery Status menu. Deployed agents will make initial contact and register with the IQ Server up to an hour after initial deployment. An initial scan will be performed after registration and raw data is uploaded to the server. Ongoing monitoring of application usage will continue, and data is uploaded to the IQ Server on an automated schedule. Page 22

Centrix WorkSpace Discovery Installation Guide. Version 1.0

Centrix WorkSpace Discovery Installation Guide Version 1.0 The latest software version and documentation for this product can be downloaded here: http://www.centrixsoftware.com/downloads/discovery If you