2XApplication Server XG v10.1

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1 2XApplication Server XG v10.1 Introduction 1

2 URL: Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of 2X SOFTWARE Ltd. 2X ApplicationServer is a copyright of 2X SOFTWARE Ltd X SOFTWARE Ltd. All rights reserved. Version 10.1 Last updated December 6, 2011 Introduction 2

3 Contents Introduction 6 What is 2X ApplicationServer and How Does it Work?... 6 How Does it Work? X ApplicationServer System Requirements... 7 Installing 2X ApplicationServer 8 2X ApplicationServer Services Pre- Configuration MS Terminal Server Settings Server Settings Connection Settings Configuring 2X ApplicationServer 16 Introduction to the Configuration of ApplicationServer X ApplicationServer Console Environment & Components Components of the Navigation Bar Console Environment Console Environment Basic Layout Main Menu - 2X Console Settings X Startup Wizard 23 Publish a Virtual Desktop Publish an Application Publish a Desktop Setup LoadBalancer Farm 29 Terminal Servers Find a Terminal Server Add a Terminal Server Editing a Terminal Server Delete a Terminal Server Server Groups VDI Hosts Find a VDI Host Add a VDI Host Edit a Virtual Host Delete a Virtual Host Check Agent VDI Virtual Guests Settings Pool Management X Templates Maintenance Mode Persistent Guests Remote PCs Find Remote PC s Add /Delete Remote PC s Edit a Remote PC Gateways Installing the 2X Secure Client Gateway Remotely from the 2X Console X Secure Client Gateway Properties Backup Servers Adding 2X Backup Servers Modifying 2X Backup Servers Promoting a Backup server to Master Server Solution Guide Introduction 3

4 Load Balancing 98 Load Balancing Counters Advanced Settings Tunneling Policies Publishing 104 2X Publishing Wizard Applications Folder Publish Document Content Publish Applications using Drag and Drop Publish Applications Configuration Setup LoadBalancer X Universal Printing 153 Universal Printing Fonts Management X Universal Scanning 156 Universal Scanning Scanning Applications Connection Settings 159 2X Publishing Agent Second Level Authentication Client 169 2X Client Management Tab Add a 2X Client Policy Thin Client Installer Adding a Thin Client Filter Information 177 Status Tab Notification Tab Logging Tab Auditing Tab Software Update Tab Support Tab Reporting 185 Selecting a Reporting Engine Using eg Innovations Reporting Engine Licensing 189 Available 2X Clients 191 Installing the 2X Terminal Server Agent Manually 192 2X Terminal Server Agent System requirements Installation Procedure Installing the 2X VDI Agent Manually 197 2X VDI Agent System requirements Introduction 4

5 Installing the 2X VDI Agent Manually Installing the 2X Gateway Manually 203 Installing the 2X Guest Agent Manually 208 2X Guest Agent System requirements Installing the 2X Guest Agent Manually Installing the 2X PC Agent Manually 213 2X PC Agent System requirements Installing the 2X PC Agent Manually X Additional Utilities 218 2XA Generator Parameters XA Generator Examples Features 220 Additional Resources Troubleshooting and Support 223 Introduction Knowledgebase Request Support via Request Support via Phone About 2X 224 Introduction 5

6 INTRODUCTION What is 2X ApplicationServer and How Does it Work? 2X ApplicationServer is an application that provides vendor independent virtual desktops and applications. Accessible from anywhere. 2X ApplicationServer allows you to publish full desktops and applications within a virtual environment, improving desktop manageability, security and performance. 2X ApplicationServer extends Windows Terminal Services by using a customized shell and virtual channel applications using the Microsoft RDP protocol. 2X ApplicationServer supports a number of different technologies, including Microsoft Terminal Server, VMware, Oracle VirtualBox, Microsoft Virtual Server, Microsoft Hyper-V, Virtual Iron, and Parallels, to allow the publishing of virtual applications and desktops to the 2X Client. Virtual objects are load balanced over all available machines while automatically releasing unused resources. How Does it Work? When a client requests a virtual desktop, the system finds a guest on one of the least loaded hosts and starts or restores the guest connection. Using Microsoft RDP protocol, the virtual desktop is presented to the user. Thin client computing is solving the growing management problem of fat clients (PC s), allowing employees to roam easily and seamlessly, improving performance. Companies that have migrated to a thin client environment consistently see huge savings on support, hardware and upgrade costs. In a world where energy use is an increasing concern, implementing a thin client environment improves energy costs as well. A study conducted by Bloor Research shows that "Deploying thin client technology across enterprises can cut costs by up to 70%". Introduction 6

7 2X ApplicationServer System Requirements 2X Publishing Agent and 2X SecureClientGateway are preferably installed on the following operating systems: Windows 2008/R2Server/Enterprise Server; Windows 2003 Server/Enterprise Server; Windows 2000 Server/Advanced. 2X Terminal Server Agent must be installed on Windows 2008/R2Server/Enterprise Server with Terminal Services enabled; Windows 2003 Server/Enterprise Server with Terminal Services enabled; Windows 2000 Server/Advanced Server with Terminal Services enabled. 2X Client is approved for the following operating systems: Windows 2000, Windows 2003, Windows XP, Windows Vista, Windows 7, Windows CE, Windows Embedded, Mac 10.5.x and above. 2X Client is now available for ios (iphone and ipad) and for Android. The 2X Client is also approved for the following 32-bit Linux distributions: Ubuntu 8.04, Ubuntu 8.10, Ubuntu 9.04, Ubuntu 9.10, OpenSuse 11.1, Fedora Core 9, Fedora Core 11, CentOs 5.2, VectorLinux 6.0. NOTE: The 30-day trial version and the full version of the application have the same features. After the 30-day trial period has expired, the only action necessary will be to enter a valid license key on the Licensing page. Reinstallation will not be necessary. Please refer to the Licensing chapter in this manual for more information. Introduction 7

8 INSTALLING 2X APPLICATIONSERVER Before you run the installation procedure please make sure that you are logged on with administrator rights and that the system requirements are met. Make sure all other Window programs are closed. The 2XAppServer.msi file can be found on our website, available as a free download. Run the 2X ApplicationServer setup program on the machine to be used as your access point to your terminal servers and/or virtual hosts. Choose what to install according to your needs and requirements. Two common scenarios are the regular gateway scenario and the direct mode scenario. For more advanced and alternative scenarios and solutions please read 2X Server Based Computing Guide. Double click on the 2XAppServer.msi file and a welcome dialog box will appear. Click Next. 2X ApplicationServer Setup Program welcome screen. Accept the license agreement by checking the I accept the terms in the License Agreement checkbox. Installing 2X ApplicationServer 8

9 The License Agreement. Accept the default location or Browse to where you want to install 2X ApplicationServer and click Next. Choosing the location where 2X ApplicationServer will be installed. Select 2X ApplicationServer XG for complete product installation. Installing 2X ApplicationServer 9

10 Choose Your Installation type Setup Wizard installs 2X ApplicationServer Click install to continue with the installation of 2X ApplicationServer. Click on Finish to launch the Configuration Utility. If the utility does not automatically open, go to Start>2X Application Server Console to launch the utility. Installing 2X ApplicationServer 10

11 Setup Completed Installing 2X ApplicationServer 11

12 2X ApplicationServer Services To start, stop and configure 2X ApplicationServer Services, run the Microsoft Management Console Services.msc. 2X ApplicationServer services are configured to start automatically when the system starts. The services installed depend on the installation you selected. 2X Secure Client Gateway, 2X Publishing Agent, 2X Redundancy Service and 2X Terminal Server Agent, 2X VDI Agent 2X Publishing Agent - provides load balanced applications and desktop publishing. 2X Redundancy Service - provides redundancy to 2X ApplicationServer 2X SecureClientGateway - tunnels all traffic needed by 2X applications on a single port and provides secure connections. 2X TerminalServer Agent provides terminal server information to 2X Publishing Agent 2X VDI Agent provides VDI host information to the 2X Publishing Agent NOTE: All users who are connected via the 2X Secure Client Gateway will be disconnected if the 2X Secure Client Gateway service is stopped or restarted. Note that the default port (80) may already be in use (for example, by an HTTP server) in this case it will be necessary to use a port number not currently in use by other local services. Installing 2X ApplicationServer 12

13 Pre- Configuration MS Terminal Server Settings With Terminal Services Configuration, you can reconfigure the properties of the RDP-TCP connection, including limiting the amount of time client sessions can remain active on the server, setting protection levels for encryption, and selecting which permissions you want users and groups to have. Terminal Services Group Policies or Terminal Services extension to Local Users and Groups are the settings that you use to set connection properties on a per-user basis. You can set different session time limits for each user when you use the Terminal Services extension to Local Users and Groups. Use Terminal Services Configuration to set the same time limit to all users who log on using the same server connection. Configuring Terminal Services Connections From the Start menu > Administrative Tools>Terminal Services Configuration Server Settings Click on Server Settings and click the Restrict each user to one session option. This enables reconnections to previously disconnected user sessions, conserving server resources. NOTE: This feature is also configurable in the Load Balancing section. Installing 2X ApplicationServer 13

14 Connection Settings Select Connections and double-click the RDP-TCP connection. This will open the RDPTCP Properties dialog box. Logon Settings Tab Logon Settings Verify that the Always prompt for password checkbox is unchecked; allowing clients to launch applications using the credentials that have been saved on the 2X Client. This will avoid unnecessary repeated authentication cycles. Installing 2X ApplicationServer 14

15 Environment Tab Environment On the Environment tab make sure that the option Run initial program specified by user profile and Remote Desktop Connection or Terminal Services client is ENABLED. Click Ok. Installing 2X ApplicationServer 15

16 CONFIGURING 2X APPLICATIONSERVER Introduction to the Configuration of ApplicationServer After you have installed 2X ApplicationServer you can now launch the 2X ApplicationServer Console for additional configuration. Launching the 2X ApplicationServer Console To open the 2X ApplicationServer Console go to: Start > [All] Programs > 2X > ApplicationServer > 2X ApplicationServer Console Configuring 2X ApplicationServer 16

17 2X ApplicationServer Console Environment & Components The 2X ApplicationServer Console is a completely self-contained environment that is used to enable Universal Printing and Scanning, publish seamless applications, also providing load balancing to published desktop sessions and Virtual Desktop Hosts, Terminal Server and/or Citrix sessions. Below is a brief description of each component located in the Navigation Bar. Components of the Navigation Bar Farm Add Virtual Desktop Hosts, Microsoft Terminal Servers and Citrix Servers to the farm. Load Balancing Choose the load balancing method to be used. Publishing Publish applications, application groups, virtual desktops and desktops. Universal Printing Enable Universal Printing to each Terminal Server. Universal Scanning Enable Universal Scanning to each Terminal Server. Connection Settings Configure which port to use for each service. Client Settings Configure and enable client settings. Information Find information about the modules used, enable logging, and enable notification. Licensing Obtain or review your licensing information and license number for 2X ApplicationServer products. Configuring 2X ApplicationServer 17

18 Console Environment Console Environment/Publishing 1. The Navigation Bar enables you to navigate through the main features offered by 2X ApplicationServer Console. You can also change which features are displayed using the View Menu. 2. The Published Applications Explorer panel is a navigational tree which represents the organization of your published applications, application groups and desktops. 3. The Published Applications Properties panel contains up to four additional tabs that will display Information, Publish From, Application and Filtering options for each published application. 4. The Publishing Tools allow you to Add, Delete, and Disable, Sort and Find for selected published applications. You can also move your published applications using the Move Up or Move Down tools. The publishing tools also provide you with the ability to publish your applications to the web. 5. The Toolbar consists of a set of tools grouped together that provides quick and convenient access to commonly performed operations. Configuring 2X ApplicationServer 18

19 Console Environment Basic Layout Console Environment Basic Layout 1. The Navigation Bar enables you to navigate through the main features offered by the 2X Console. You can also select which main feature to be displayed from the View Menu. 2. The Properties Pane is the main area from where you can edit and modify each configuration. 3. The Information Pane gives a quick look and summary about the particular selected page. 4. The Toolbar consists of a set of tools grouped together to provide quick and convenient access to commonly-performed operations. Configuring 2X ApplicationServer 19

20 Main Menu - 2X Console Settings File Menu 2X ApplicationServer will allow you to easily backup and restore your configuration. The entire configuration is saved to a.dat file in XML format. This tool can also be useful if you want to distribute the same settings across other 2X Consoles. File Import Settings and Export Settings To Backup Settings Click File and Export Settings and make sure to save the.dat file in a secure location. To Restore Settings Click File and Import Settings and open the.dat file. The settings will be retrieved and activated after you click the Apply button. The configuration files include all the settings that have been configured and saved throughout the 2X ApplicationServer console. This includes all terminal servers, load balancing methods, list of applications, connection settings and the license keys. This tool is very useful as a configuration backup procedure, especially if you would like to distribute the same settings across other installations of the 2X ApplicationServer applications. Configuring 2X ApplicationServer 20

21 View Menu The View Menu enables you to navigate through the main features offered by the 2X Console. You can also choose to view or not to view the toolbar from this menu. Language Menu Changing the language to your preferred language is as easy as clicking on the Language menu. This feature allows you to change all functions in the console to your preferred language. The default language will use the language that is configured in the Regional and Language Options. Help Menu The Help menu contains several features listed below: Access the 2X ApplicationServer by clicking on Manual Online version of the manual Obtain contextual help about a particular field or control by clicking on Help>Context Help. When the mouse pointer changes to a? pointer, you are able to click on any item and display relevant help for that particular field or control. You may also use F1 or click on the Help button located in the rightbottom corner of the console. To order online while you are using the console, click on Help and select Order Online A new page will open in your default browser guiding you on how to order this product. Sending a query to 2X support is as easy as clicking on the Help menu and selecting Send Support Request. A form will load and you will be able to enter the details of the problem and your information. Version information of the product. NOTE: The application will automatically send your settings and the current log file so that 2X support can replicate your problem. You are also able to send an attachment with your query such as a screenshot to support your query. Configuring 2X ApplicationServer 21

22 Toolbar Settings To customize the toolbar, right click in the Toolbar area and select Customize You can customize the button and icon view according to your preferences. Toolbar Settings Configuring 2X ApplicationServer 22

23 2X STARTUP WIZARD 2X ApplicationServer incorporates a Startup Wizard which will guide you through each step needed to setup Virtual Desktops, Published Applications, Published Desktops or Terminal Servers (for load balancing) in a quick and efficient manner. In the toolbar area, simply click on the Wizard icon or you can also choose from the options located in the tool bar of 2X ApplicationServer Console. NOTE: Press Cancel if you want to configure your farm manually. Click here to go directly to setting up your Farm. Startup Wizard Start by selecting what you want to publish. You can choose from: Virtual Desktop Add a new Virtual Host and publish a virtual desktop. Published Application Add a new Terminal Server and publish applications. Published Desktop Add a new Terminal Server and publish a desktop. Setup LoadBalancer Add Terminal Servers to the 2X LoadBalancer 2X Startup Wizard 23

24 Publish a Virtual Desktop Virtual Desktop Configuration Enter a Name and Description for the published virtual desktop. Properties In the Connect to field, choose where you want your Virtual Desktop to connect to: Any Guest The Virtual Desktop connects to any guest from a selected Pool. Click on the drop down arrow to choose which Pool to connect to. Specific Guest - Will connect the virtual desktop to a specific Guest. Click on the drop down arrow to choose Virtual Guest. Guest - Connects the Virtual Desktop to a Guest from a selected Pool. Click on the drop down arrow to choose the Pool. In the where name equals field, select the Username or IP Address. Specific 2X Template This option will allow you to connect the Virtual Desktop to a specific 2X Template. Persistent Checkbox Check this box so that the User connects to the same Guest. (Available with Any Guest, Guest and Specific 2X Template) 2X Startup Wizard 24

25 Publish an Application Select where you want to publish the application from: All Servers in Farm - includes all the servers that are added to the farm. If only one server is present you will be automatically be taken to the Startup Wizard Publish Applications dialog box. Server Groups This option is not available for publishing applications. Individual Servers - allows you to choose the servers you would like to use to publish an application one by one by checking the checkbox next to the name of the server. New Server - add a new server to the farm and use it to publish an application. Publish An Application 2X Startup Wizard 25

26 Add Applications Click on the Browse button and select the Executable (.exe) file of the application that you would like to publish. You can also drag and drop an executable (.exe) file onto the box at the top of the dialog box. You will see a new entry in the list box which shows all applications that will be published. When all applications to be published have been selected, click on Finish. Publish Applications 2X Startup Wizard 26

27 Publish a Desktop Select where you want to publish the desktop from: All Servers in Farm - Includes all the servers that are added to the farm. If only one server is present you will be automatically be taken to the Startup Wizard Publish Applications dialog box. Server Groups This option is not available for publishing desktops. Individual Servers - Allows you to choose the servers you would like to use to publish a desktop, by checking the checkbox next to the name of the server. New Server - Add a new server to the farm and use it to publish an desktop. Published Desktop After you have determined the source of the published desktop, all you need to do is name it and add a description. Click Finish to complete the process. 2X Startup Wizard 27

28 Setup LoadBalancer Select Setup LoadBalancer. Each available server in the farm is listed and the information regarding each Agent is also listed. Select the connection type. The choices are MS Terminal Server (RDP), Citrix Server (ICA) or Both (RDP/ICA). Check the box next to each server that you would like to add to the LoadBalancer. Select the server to be used for load balancing When you have selected all the servers that you want to add, simply click on Finish. 2X Startup Wizard 28

29 FARM 2X ApplicationServer provides connectivity with Multiple Farms and the ability to publish seamless applications or published desktops from multiple servers simultaneously. Farm Info Tab Click on Farm in the Navigation panel. The Farm Info tab lists the amount of Active Servers, Backup Servers, Gateways, Remote PC s, Terminal Servers, VDI Hosts, VDI Pools and 2X Templates (not shown) in the information panel. Farm 29

30 Farm Design Tab In the Farm Design tab administrators are allowed to view and change their infrastructure graphically, providing ease of use and administrative control. You can easily add Terminal Servers, Gateways, hypervisors and other network components. Farm Design Tab From the toolbar, select the component to add from the following: Terminal Server (See section Add a Terminal Server ) VDI Host Remote PC Gateway Backup Server To view the infrastructure in Full Screen mode, click the Full Screen button. In full screen mode, you can still add components. Farm 30

31 The Infrastructure design may be printed by clicking Print button in the header. Doing so would pop up the following window: 2X Farm Design - Print Adjust the printing parameters accordingly. Select the Printer you would like to print from. Finally press OK to print. If the Printer button is not available (as shown in the following screenshot below), press Ok and the Infrastructure design will be printed on the default printer. 2X Farm Design Printert button not available Farm 31

32 Terminal Servers On this page you can add Terminal Servers or Citrix Servers to the farm. You have two options to add servers to the farm. You can either automatically search for available Terminal Servers or Citrix Servers within your domain by clicking the Find button Or You can click on the Add button to add the Terminal Servers or Citrix Servers if you know the machine name or IP address. Add Terminal Servers or Citrix Servers to the farm NOTE: The checkbox next to the server name indicates that the particular server is available to users on this farm. To disable a server temporarily, uncheck this box. Farm 32

33 Find a Terminal Server Click the Find button to automatically search for available Terminal Servers and Citrix Servers. Find available Terminal Servers All Terminal Servers and Citrix Servers within your domain will appear on the list of available servers to your farm, also identifying terminal server type (Windows or Citrix) and availability of 2X Terminal Server Agent on the respective server. To add a server to the farm, enable the checkbox in front of the server name. Click the OK button to save your changes. NOTE: It will be necessary to install 2X Terminal Server Agent on all Terminal Servers and Citrix Servers before they can successfully participate in a load-balanced farm. Farm 33

34 Add a Terminal Server To add a server to your farm click the Add button and then type the server name or IP address in the Server: field as shown in the figure below. Then click Next. Configure each server properties 2X ApplicationServer will check and make sure that the 2X Terminal Server Agent is installed. Check the status and if the service is not installed, click the Install button.. If you unable to install the Terminal Server Agent please refer to section TS Agent manual Installation to manually install the agent. Add Terminal Server Click Add if the Agent is already installed. Farm 34

35 Editing a Terminal Server To edit the configuration of each Server, select a server and click the Properties button. You can also double click each Server to edit its configuration. Properties Tab Server Properties / Properties Tab Enable or disable the use of the terminal server in the farm by using the Enable Server in farm checkbox. To change the server name or IP address of a particular terminal server, use the Server field. Each terminal server can be configured to accept RDP traffic, ICA traffic or both from the Type field. Enter the maximum number of sessions you want this server to accept. A Description can be added to each server to clearly identify each terminal server. Farm 35

36 Agent Settings Tab Agent settings Enter the RDP port that will be used to connect a session. The Change Direct Address checkbox allows you to configure and enter a new direct address. This address is used in Direct Connection mode only (internal or external IP address); depending on where your clients will be. If the IP address is external, they must be assigned at your firewall to your servers. Publishing Session Timeout field is used to set the amount of time that each session will stay connected in the background after the user has closed all published applications. This is done to avoid unnecessary reconnections with the server. Checking the Allow Client URL/Mail Redirection box allows http and mailto links to be opened using local applications instead of using terminal server resources. Logging allows the server to log actions that occur on the server; and also identifies any issues related to the server. Click on Request Log to download a copy of the log file. You can clear the server s log file by clicking Clear Log File. This feature can also be accessed on the Terminal Servers tab by right-clicking directly on the server and clicking on Debug Mode. To be able to download or clear the log file, the 2X Terminal Server Agent must be running in debug mode. Farm 36

37 RDP Printer Tab RDP Printer Settings The RDP Printer tab gives you the option of selecting the format of redirected printers. The format may vary depending of which version and language of the server you are using. Set your RDP Printer Name Format by choosing from the following three options: Printername (from Computername) in Session no. Session no. (computername from) Printername Printername (redirected Session no) Farm 37

38 Check Remove session number from printer name to remove the session number from printer name. Printer Settings with Redirected Printer Check Remove client name from printer name to enable that feature. Printer Settings with Redirected Printer, Removed Client Name and Session Number Farm 38

39 Scheduler Tab Scheduler Using the Scheduler, you can configure your terminal server to not accept connections between set times. To add a Scheduler Entry simply click Add and enter the date and time you want to restrict access to the terminal server. The Duration field accepts time in days, hours, minutes, seconds or any combination. Example: 3 days, 5 hours, 45 minutes, 30 seconds. The Repeat field allows you to repeat the scheduled entry. Add Scheduler Entry The Scheduler tab will be available when editing the terminal server s properties. On disable field allows you to choose what action should be taken for current sessions by 2X ApplicationServer, once a terminal server has been disabled during a scheduled active entry. Farm 39

40 NOTE: 2X Terminal Server Agent should be installed on each terminal server added to the farm. 2X Terminal Server Agent collects the information required by the 2X Publishing Agent so that each session is able to load balance according to available resources. For more information on installing the Terminal Server Agent, please refer to section TS Agent Manual Installation to manually install the agent. Delete a Terminal Server To delete a terminal server from the farm, select the particular server and click the Delete button. You can also use the Delete key from the keyboard instead of using the Delete button. Server Groups Click the Add button in the Server Groups Panel to create a server group or to organize your terminal servers in groups. In the Name field type the name of the server group; then select the servers that should be included in that group. Server Groups are useful when you want to publish an application or a desktop which is located on a number of MS Terminal Servers but not in the entire farm. For example, you can group MS Terminal Servers that host particular applications and then select that group in the Publish From tab when publishing applications. Groups are also useful when configuring specific filters so that connections to non published desktops can be redirected to specific servers. Group Properties Farm 40

41 VDI Hosts The VDI Hosts page contains the settings that allow you to add VDI Hosts (VMware, Microsoft Hyper- V, Citrix, Parallels, Microsoft Virtual Server, Oracle VirtualBox, Virtual Iron, etc). There are two ways to add a VDI Host to the farm. You can automatically search for available VDI Hosts within your domain by clicking the Find button or you can click on the Add button to add the VDI Hosts, if you know the machine specifications. VDI Hosts Add or Find a VDI Host NOTE: The checkbox next to the server name indicates that the particular server is available to users on this farm. To temporarily disable a server, uncheck this checkbox. Farm 41

42 Find a VDI Host Click the Find button to automatically search for available VDI Hosts. Find available VDI Hosts All VDI Hosts within your domain will appear on the list of available servers to your farm, also identifying agent status, host type and version. To add a server to the farm, check the box in front of the server name the click OK. Click on the Install Agent button to install the VDI Agent. For more information please refer to Installing the 2X VDI Agent Manually. Farm 42

43 Add a VDI Host To remotely add a host to your farm click the Add button and then choose a VDI Type. Enter the host name or IP address in the VDI Host: field as shown in the figure below. Appliance settings can only be used with certain servers. Please refer to the list of approved providers and choose the specific document for more information on how to connect to your virtual host. Remotely add a new Host Click Next to continue. Farm 43

44 2X ApplicationServer will check to make sure the 2X VDI Agent is installed. If the Agent did not reply or the service is not installed, click the Install button. NOTE: To install the VDI host manually, refer to Installing the VDI Agent Manually section of this manual. Click Next if the Agent is already installed. VDI Agent Information Farm 44

45 VDI Host Properties Configure each VDI Host properties To enable this host in the farm, make sure that the Enable Host in farm box is checked. In the VDI Type: field, select the VDI provider of the host and enter the version that you are using into the VDI Version field. To change the host name or IP address of a particular VDI host, use the VDI Host field. Enter port number in the VDI Port: field. Appliance settings can only be used with certain servers. Please refer to the list of approved providers and choose the specific document for more information on how to connect to your virtual host. To start using the new host, please enter the username and password of the host. If you would like to test the username and password before using, click on Check Credentials before clicking OK. Farm 45

46 Agent Settings Configure the VDI Agent Settings To connect to the VDI Host directly check the Change Direct Address box. This address is used in Direct Connection mode only (this is an internal or external IP address) depending on where the clients will be. (If external, these IP addresses must be assigned at the firewall to your servers). Enter a Description so that the host can be easily identified. In the Max connections field, enter the maximum number of connections this host will accept. Publishing Session Timeout field is used to set the amount of time that each session will stay connected in the background after the user has closed all published applications. This is done to avoid unnecessary reconnections with the server. Checking the Allow Client URL/Mail Redirection box allows http and mailto links to be opened using local applications instead of using terminal server resources. Logging allows the server to log actions that occur on the server; basically used to identify any issues related to the server. Click on Request Log to download a copy of the log file. You can clear the server s log file by clicking Clear Log File. To be able to download or clear the log file, the 2X Terminal Server Agent must be running in debug mode. NOTE: It will be necessary to install 2X VDI Agent on all VDI Hosts before they can successfully participate in a load-balanced farm. Farm 46

47 RDP Printer Tab RDP Printer Tab The RDP Printer tab gives you the option of selecting the format of redirected printers. The format may vary depending of which version and language of the server you are using. Set your RDP Printer Name Format by choosing from the following three options: Printername (from Computername) in Session no. Session no. (computername from) Printername Printername (redirected Session no) Farm 47

48 Check Remove session number from printer name to remove the session number from printer name. Printer Settings with Redirected Printer Check Remove client name from printer name to enable that feature. Printer Settings with Redirected Printer, Removed Client Name and Session Number Farm 48

49 Scheduler Tab Scheduler Tab Using the Scheduler, you can configure your virtual server to not accept connections between set times. To add a Scheduler Entry simply click Add and enter the date and time you want to restrict access to the terminal server. Farm 49

50 Add Scheduler Entry The Duration field accepts time in days, hours, minutes, seconds or any combination. Example: 3 days,, 5 hours, 45 minutes, 30 seconds. The Repeat field allows you to repeat the scheduled entry. The Scheduler tab will be available when editing the terminal server s properties. The On disable field allows you to choose the action taken on the current sessions by 2X ApplicationServer once a terminal server is disabled while a scheduled entry is active. Edit a Virtual Host To edit the configuration of each host, select the particular host and click the Properties button. You can also double-click on each host to edit its configuration. Delete a Virtual Host To delete a host from the farm, select the particular host and click the Delete button. You can also use the Delete key from the keyboard instead of using the Delete button. Farm 50

51 Check Agent Once you have finished adding your Virtual Desktop Hosts, select a virtual host and click the Check Agent button. If the 2X Publishing Agent can communicate with the 2X VDI Agent running on the host, you will receive this message: 2X VDI Agent verified by Check Agent NOTE: Make sure that the 2X VDI Agent is installed on each Virtual Desktop Host added to the farm. 2X VDI Agent will collect the information required by the 2X Publishing Agent to load balance each session according to available resources. Farm 51

52 VDI Virtual Guests Settings To view the Virtual Guests connected to the selected Virtual Desktop Server click on Virtual Guests Settings From here you can start, stop, suspend or reset any of the Virtual Guests connected to the server. Virtual Guest List The above example shows a particular Guest in a Suspended state. The only option available is to Start the service. In the example below, the selected Guest is in a Powered On state, so the options are to Stop, Suspend or Reset. Farm 52

53 To view the advanced settings of the a selected Virtual Guest, click on Properties.... Virtual Guest Advanced Settings Enable Do not use this guest checkbox so the system ignores the particular Virtual Guest. The Computer Name field allows you to set the network name (domain name / IP address) of the computer that the system will use to connect to the Virtual Guest. The Port field contains the port number that the system will use to connect to the Virtual Guest. Use the Connection Timeout field to set a time limit on attempts a 2X ApplicationServer can connect to the particular Virtual Guest. Protocol is the method used for 2X ApplicationServer to communicate with the Virtual Guest. You can set what actions the guest will take if a user disconnects from a session by choosing an option from the If session disconnects drop down list. You can choose the amount of time that needs to pass before the selected action is taken. A session can be terminated after the user disconnects from the session. You can choose the amount of time that needs to pass before the disconnected session is terminated. The user can reconnect to a previous session if that session is still available. Farm 53

54 Pool Management Pools offer administrators more flexibility when managing an extensive number of Guests, especially when they are implemented in large company infrastructures. 2X ApplicationServer console provides the framework and tools needed to create a complete Pool Management foundation. To add a Pool to your farm click the green + symbol and then enter the Pool name. To delete a Pool, click on the Pool in the Name list and then click on the red - symbol. Pool Management Tab The Default Pool includes all Guests in the farm. Farm 54

55 Adding Pool Members to a Pool Select the Pool that you want to add Members to and then click on the Add... button. Adding Guests to a Pool Choose from the following types of Guests: All Guests in Farm: All guests that are located in the farm.. All Guests in Host: All guests that are located on a particular host. Guest: A single guest located in the farm. Native Pool: Group of guests that have been previously configured from the hypervisor management tool. Please note that the hypervisor may use different terminology instead of pools (e.g. resource pools) 2X Template: Guests that are automatically created from a 2X Template. Wildcard Function The Wildcard field is used to match specific guests from any available guests within a pool. Select the guests from the list and add to your Pool. Use the asterisk ( * ) symbol to match any characters. For example, XP* will find only guests whose name starts with XP and *XP* will find guests with XP in their name. Farm 55

56 Delete a Pool Member Select the Pool member you want removed and click on Delete. The selected Guest is then deleted from that Pool. Pool Guests The Pool Guests button allows you to view and manage Guests in a particular Pool. Select a Pool and the Guests that are included in that Pool appear in the Virtual Guests List. Click on the Refresh button to view new additions to the Pool list. Click on a Guest in a Pool and then click on Clear Settings Virtual Guests List Choose a Guest from the Virtual Guests List and click on Check Agent to verify that the Guest Agent is installed. Farm 56

57 Select a Guest within a Pool and click on Properties. Guest Advanced Settings The Guest Advanced Settings dialog box appears and you can further configure each Guest in the Pool. Enable Do not use this guest checkbox so the system ignores the particular Virtual Guest. The Computer Name field allows you to set the network name (domain name / IP address) of the computer that the system will use to connect to the Virtual Guest. The Port field contains the port number that the system will use to connect to the Virtual Guest. Use the Connection Timeout field to set a time limit on attempts a 2X ApplicationServer can connect to the particular Virtual Guest. Protocol is the method used for 2X ApplicationServer to communicate with the Virtual Guest. You can set what actions the guest will take if a user disconnects from a session by choosing an option from the If session disconnects drop down list. You can choose the amount of time that needs to pass before the selected action is taken. A session can be terminated after the user disconnects from the session. You can choose the amount of time that needs to pass before the disconnected session is terminated. The user can reconnect to a previous session if that session is still available. Farm 57

58 2X Templates With the aid of 2X Templates you can better utilize host resources. 2X Templates allows you to automatically create and deploy Guest VMs when needed. To create a 2X Template, click on the 2X Templates tab and then click on Add Creating a 2X Template The Virtual Guests List dialog box appears. Select a Guest that will be designated as a 2X Template, then click on OK. Adding a 2X Template Farm 58

59 Once you have selected which guest you will be converting to a 2X Template, the Guest Agent Information dialog box appears containing all the information that is associated with that particular Guest. Creating a 2X Template If the agent is not verified or installed, you can install it by clicking the install button. The Guest Agent makes it possible to create new clones, use universal printing and scanning. Installing 2X Guest Agent Farm 59

60 After the Guest Agent has been installed a new dialog box appears showing the updated Guest Agent information. Click Make Template to create a 2X Template. Guest Agent Information 2X Templates Information button Given that clones are created from the templates, it is possible to view information about the clones created from the templates by clicking Info Farm 60

61 Template Guests Lists Information If the Guest Agent needs to be updated, you can do it from this window. Maintenance Mode If there is the need to update the template OS, you need to put the template into Maintenance Mode. In the mode the OS can be booted and modified, Once the desired changes have been applied you can put the template off Maintenance Mode. This is required when you need to: install Operating System service packs, install new software, or uninstall current packages. During maintenance mode, clones cannot be created from the guest, and the entry from the 2X Templates in Farm becomes greyed out. 2X Templates List NOTE: When maintenance mode is applied on a template, this will only effect newly created VMs. Any VMs already created, are not effected. Farm 61

62 2X Template Properties Select a 2X Template from the list and then click on Properties. The 2X Template Properties dialog box opens. Properties Tab Properties Tab 2X Template: Enter a descriptive name for the 2X Template or re-name existing templates. Maximum Guests: The maximum number of guests that can be created. Pre-created Guests: Enter the number of guests that will be pre-created so that users will find a desktop ready without having to wait for the cloning process to finish. Guest Name: Enter the Guest Name. Please note that each guest name is appended with the guest ID. If you don t want to allocate space on the server for Guests that are not in use, enable the Check the Delete unused guests checkbox and set the time limit if you would like the guests that are not being utilized deleted. Farm 62

63 Advanced Tab Advanced Tab HyperV templates The Folder field is the location where the newly created guests (created from the 2X Template by ApplicationServer) will be created. This folder feature is available for Hyper-V, Parallels Server4, Citrix Xen and VCenter. If the hypervisor you are using supports Native Pools, then the newly created Guests will be part of the specified Native Pool: location. VmWare ESX, VmWare VCenter and VmWare Server 2 support Native Pools. Farm 63

64 Sys Prep Tab The SysPrep tab contains settings you need to be able to join your Guest to either a workgroup or a domain. SysPrep Tab Computer Name: Enter the computer name that will be using the 2X Template guest. Owner Name: Enter the user or owner name of the user that will be using the 2X Template guest. Organization: Enter your organization s name Administrative password: Enter the administrator password. Join workgroup: Select this option if the guest will be part of a workgroup. Enter the workgroup name in the field provided. Join domain: Select this option if the guest will be part of the domain. Enter the appropriate information such as the domain name and the administrative credentials. Farm 64

65 License Keys Tab The License Keys tab allows you to add the licensing information of the Guest s operating system. License Keys Tab Add License Key Click on Add and the Add License Key dialog box appears. Enter the License key information and the maximum number of guests that will be using the license. Farm 65

66 Persistent Guests When a published application from a guest is set as persistent, the first time a user launches the application, the publishing agent will create a persistent guest rule. Below is the list of rules that the publishing agent preserves. The publishing agent will always connect the user to the same guest when the persistent rule is used. The Persistent Guests can be viewed and managed on this tab. The information that is provided includes the Guest name, Host IP address, the last time this guest was used, when the persistent guest rule was created and the state of the persistent rule. Click on the headings and you can choose to show or hide any of the column headings. Persistent Guest Rules Click on the Refresh button to view new additions to the Persistent Guests list. To delete a persistent guest entry, select and click on Delete. To delete all the existing persistent guests in the list, click on Delete All. Choose to automatically remove persistence if the guest is not used for the specified amount of time. Choose from 24 hours, 1 day, 1 week or 30 days. Farm 66

67 Remote PCs With Remote PCs, a physical machine s desktop can be published (after it is added to the Farm). This will enable 2X Clients connected to 2X ApplicationServer to open RDP connections directly to a physical computer as opposed to a virtual desktop or a terminal server session. Automatically search for available Remote PCs within your domain by clicking the Find button or click on the Add button to add a Remote PCs. Remote PC s NOTE: The checkbox next to the PC name indicates that the particular PC is available to users on this farm. To disable a PC temporarily, uncheck the box. Farm 67

68 Find Remote PC s Click the Find button to automatically search for available Personal Computers. Find available Remote PCs All available PC s within your domain will appear in the list of personal computers in your farm. The Agent status is identified and the MAC address is also listed. To add a PC to the farm, enable the checkbox in front of the PC name. Click the OK button to save changes. Click on Install Agent if the remote PC s agent is not found or needs to be installed Farm 68

69 Add /Delete Remote PC s To add a PC to your farm click the Add button. Enter the remote PC s name or IP address. Enter the MAC address or simply click on the Get MAC address button to add the MAC identification. Add an available Remote PCs Delete Remote PCs To delete a Remote PC, select it and click on the Delete button. You can also use the Delete key from the keyboard instead of using the Delete button. Farm 69

70 Edit a Remote PC To edit a Remote PC, select a remote pc from the list and click on Properties. Or double click on a remote pc in the list and the properties dialog box opens. Remote PC Properties Properties Tab Make sure that Enable Remote PC box is checked so the new Remote PC is enabled in your Farm. In the Remote PC field, you can enter or edit the name of the remote pc. Enter the MAC Address of the PC you would like to add. Use the Get MAC button, if you are adding your local machine, to easily get the MAC Address. Note: The MAC Address is needed if you want to use the Wake on LAN feature. When running a published PC desktop from the 2X Client, you will need the MAC address to boot up a PC that may be switched off. The Protocol field identifies the protocol used by the Remote PC. A Description can be given which can be used to easily identify different Remote PC;s from one another. Farm 70

71 Agent Settings Tab The Port field contains the port number that the system will use to connect to the Remote PC. You can configure the direct address by checking the Change Direct Address box and entering a new direct address. This address is used in Direct Connection mode only. This can be an internal or external IP address; depending where the clients will be. If external, the IP address must be assigned at your firewall to your servers. Agent Settings Tab 2X ApplicationServer is able to wake a PC by sending a packet over the network. This will continue until the receipt of the packet is acknowledged or until the connection is timed out. In the Connection Timeout field, choose a connection time-out. The Publishing Session Timeout field allows you to designate a time before the publishing session times out conserving system resources. Checking the Allow Client URL/Mail Redirection box allows http and mailto links to be opened using local applications instead of using terminal server resources. Farm 71

72 RDP Printer Tab The RDP Printer tab gives you the option of selecting the format of redirected printers. The format may vary depending of which version and language of the server you are using. Set your RDP Printer Name Format by choosing from the following three options: rintername (from Computername) in Session no. ession no. (computername from) Printername rintername (redirected Session no) P S P You can also remove the session number and the client name from the printer name by enabling each of the corresponding checkboxes. Examples are shown below. Farm 72

73 Printer Settings with Client Name and Session Number Printer Settings with Redirected Printer, Removed Client Name and Session Number Farm 73

74 Gateways The 2X Console can manage all the 2X Secure Client Gateways on the Farm and will list them in the Gateways section. The 2X Secure Client Gateway can also be remotely installed on a server. Any 2X Secure Client Gateways connected to a 2X Publishing Agent will be automatically added and listed as Auto Discovered. 2X Secure Client Gateways Farm 74

75 Installing the 2X Secure Client Gateway Remotely from the 2X Console Click on the Install button to start installing 2X Secure Client Gateway. In the Server field, enter the name of the machine that will be used as a 2X Secure Client Gateway or browse for available machines on the network. Click Resolve to retrieve the IP address of the machine. The Mode field has two options, Normal and Forwarding. If the 2X Secure Client Gateway is configured to be a forwarding gateway, all the connections will be forwarded to the next 2X Secure Client Gateway. You can choose to forward connections to any 2X Secure Client Gateway that has been already added to the Farm. Adding a 2X Secure Client Gateway Farm 75

76 Before installing the 2X Secure Client Gateway, you can choose to override the system credentials that will be used for authentication. Click Install to start installing the 2X SecureClientGateway service on the remote server. Installing 2X Secure Client Gateway NOTE: In order to install the 2X Secure Client Gateway, select Custom in the Installation Type and check the 2X Secure Client Gateway option. Please refer to Installing 2X ApplicationServer for more information on how to install the 2X Secure Client Gateway. Farm 76

77 2X Secure Client Gateway Properties The properties of any 2X Secure Client Gateway available in the farm can be edited from the 2X Console. Click on the 2X Secure Client Gateway you want to edit and click on Properties Properties Tab 2X Secure Client Gateway Properties From the Properties tab, you can enable or disable the 2X Secure Client Gateway in the farm. The server name and the IP address of the server can be edited on the properties tab. Enter a brief description to easily identify the 2X Secure Client Gateway. NOTE: The Server and IP(s) fields can not be edited if the 2X Secure Client Gateway is installed locally. Farm 77

78 Network Tab 2X Secure Client Gateway Port (default TCP 80) is used to tunnel all 2X traffic. The traffic that is tunneled through this port include the 2X Publishing Agent traffic (load balanced application and desktop publishing), HTTP Server and RDP traffic. The 2X Secure Client Gateway Port is also used to tunnel secure connections (SSL). RDP Port (default TCP 3389) is used for clients who require basic load balanced desktop sessions. Connections on this port do not support published items. Citrix Port (default TCP 1494) is used for the incoming Citrix connections which will be forwarded to the configured Citrix servers according to the load balancing configuration. To disable this service, uncheck the box in front of Citrix Port. Enable the Broadcast 2X Secure Client Gateway Address checkbox to broadcast the 2X Secure Client Gateway address, so that 2X Clients will be able to auto find their primary server (2X Secure Client Gateway address). 2X Secure Client Gateway network settings. NOTE: If terminal services are enabled on the machine where the 2X SecureClientGateway is installed, the RDP Port cannot be used. Enable Thin Client PXE booting to allow thin clients on the network to connect to 2X ApplicationServer to boot. This will enable the thin client user to download a version of 2X ThinClientOS and install it on the thin client. You can set the TFTP Port and TFTP timeout. TFTP is used to transfer the 2X ThinClientOS from the server to the client. DHCP Proxy will allow the 2X ThinClientOS to discover the TFTP server on the network. If you disable DHCP proxy, you must manually setup your DHCP server with the boot server name and bootfile name. Farm 78

79 Advanced Tab 2X Secure Client Gateway tunnels all 2X traffic needed by 2X applications on a single port. This gateway service gives the System Administrator the ability to tunnel the Terminal Servers (RDP), HTTP Server (81) and 2X Publishing (20002) over one port which by default is configured to port 80. To configure the Advanced 2X Secure Client Gateway Setting, you ll need to assign a port number in the 2X Secure Client Gateway port which by default is configured to port 80 (make sure that this port is not being used by another service) and then select the Advanced tab (shown below) to configure the HTTP Server, and 2X Publishing Agent. Advanced 2X Secure Client Gateway Settings This Advanced dialog allows you configure the locations of the HTTP server(s) and the 2X Publishing Agent. If the services are running on other Servers, you will need to configure each setting with the corresponding IP address or computer name. (i.e. HTTP Server: webserver.internal.mycompany:81) Farm 79

80 Advanced 2X Secure Client Gateway (Multiple 2X Secure Client Gateways) 2X offers the solution of installing multiple 2X Secure Client Gateways. These solutions offer quite a bit of flexibility to Administrators. As displayed in the diagram below, both 2X Secure Client Gateways are configured to forward requests to the same 2X Publishing Agent. WAN / INTERNET MS Terminal Server 2X Terminal Server Agent 2X SecureClientGateway Public MS Terminal Server 2X Terminal Server Agent 2X Publishing Agent LAN MS Terminal Server 2X Terminal Server Agent 2X SecureClientGateway Private Multiple 2X Secure Client Gateways forwarding requests to 2X Publishing Agent MS Terminal Server 2X Terminal Server Agent Farm 80

81 The Advanced tab is where you can configure each 2X Secure Client Gateway and configure the 2X Publishing Agent. Advanced 2X Secure Client Gateway Settings You can add additional 2X Publishing Agents by separating them with a semi colon or click on the drop down arrow which will allow you to add more 2X Publishing Agents as displayed in the figure below. Add 2X Publishing Agents list Farm 81

82 The first publishing agent in the Servers list will be used by default. In the event that the first 2X Publishing Agent fails to respond, the next 2X Publishing Agent will be used. NOTE: 2X Terminal Server Agents cannot be assigned to multiple 2X Publishing Agents. Therefore each 2X Publishing Agent should have a unique group of terminal servers. For more advanced and alternative scenarios and solutions please read 2X Server Based Computing Guide. Advanced 2X Secure Client Gateway (Forwarding Mode) 2X Secure Client Gateway can forward requests to the next 2X Secure Client Gateway in the chain (Cascading Firewall). With this option enabled the 2X Secure Client Gateway installed on this machine [GATEWAY 1] (port:80 by default) will forward the requests to the next 2X Secure Client Gateway [GATEWAY 2] configured in the 'Forwarding 2X Secure Client Gateway(s) list. LAN MS Terminal Server 2X Terminal Server Agent MS Windows Machine 2X Publishing Agent 2X SecureClientGateway SSL Enabled (443/80) GATEWAY 2 MS Terminal Server 2X Terminal Server Agent WAN / INTENRET MS Terminal Server 2X Terminal Server Agent MS Windows Machine 2X SecureClientGateway SSL Enabled (443/80) GATEWAY 1 MS Terminal Server 2X Terminal Server Agent Scenario with forwarding requests to next 2X Secure Client Gateway in chain Farm 82

83 Forwarding requests to next 2X Secure Client Gateway in chain NOTE: All ports must be the same on each 2X Secure Client Gateway. Therefore, if a 2X Secure Client Gateway on server A is listening on port 80 and is configured to forward the requests to 2X Secure Client Gateway on server B, server B should be configured to listen on port 80. This also applies for the Citrix port (default 1494) and SSL (default 443). NOTE: In order to install 2X Secure Client Gateway, select Custom in the Installation Type and check the 2X Secure Client Gateway option. Please refer to the chapter entitled Installing 2X ApplicationServer for more information about how to install the 2X Secure Client Gateway. NOTE: If you have problems starting the service, check the Log File and Event Viewer for more information. Please note that if the configured 2X Secure Client Gateway port is assigned with another service, the 2X Secure Client Gateway Service will not be able to start the service. In this case you must either configure the default port (80) to another port or configure the other service to use another port. NOTE: Users will not be able to connect through the gateway if this service is stopped. All connections running through 2X Secure Client Gateway Service will be dropped if the service is stopped or restarted. Farm 83

84 Bind Gateway to an IP Address On the Advanced tab in the 2X Secure Client Gateway settings, it is also possible to bind the Gateway with a certain IP address. This feature provides the Administrator with the ability to open the 2X Secure Client Gateway port (default port 80) for certain IP address instead of opening 2X Secure Client Gateway port on all available addresses. Enabling the RDP DOS Attack Filter checkbox protects the Gateway from Denial of Service. Bind Gateway to an IP Address Farm 84

85 SSL/TLS Tab SSL/TLS Configuration You can enable Secure Sockets Layer (SSL). In SSL mode, the 2X Secure Client Gateway provides end-to-end SSL encryption to your terminal servers. If you want your clients to connect to the 2X Secure Client Gateway using SSL, check Enable SSL on Port: checkbox. The port number used for SSL connections can be changed. By default, 2X ApplicationServer allows both SSL v2 and SSL v3. You can choose to only allow the use of SSL v3 by enabling Allow only SSL v3 checkbox. Enable the Allow only strong ciphers checkbox to set the gateway to a medium to high level of encryption. Farm 85

86 To use SSL and secure the connection, you must enter a Private Key file and a Certificate file. You can use your own or simply click on Generate new certificate to create them. Enter your information and the FQDN of your 2X ApplicationServer (Common name) and click Save. Generate New Certificate NOTE: If clients are not able to connect with port 443 because of firewalls or other policies, they could also use the 2X Secure Client Gateway port (default 80) to connect using SSL. 2X Secure Client Gateway offers the ability to tunnel SSL traffic over port 80. Farm 86

87 Security The security tab allows you to filter connections through your gateway by matching MAC addresses. Administrators are able to block out MAC addresses or allow only the specified entries to run published applications. Security Tab There are two options to choose from: Allow all users except the specified MAC addresses, or: Allow only the specified MAC addresses. To allow all MAC addresses except the address specified, then select Allow all except: radio button and click on Add Farm 87

88 A list of Available clients will appear. Select which client you do not want to allow access to published applications. You can select any one of the listed MAC addresses or type in a MAC address, and click OK. Allow all except dialog As provided by the example below, the selected machine is not allowed to connect and run published applications. Security Tab with added filtered users To allow only the selected MAC addresses select Allow only and then click Add Farm 88

89 Security Tab Select one of the listed MAC addresses or type in a pre known MAC address, and click OK. Allow Only Dialog Farm 89

90 Security Tab with added filtered users Now as you can see in the above dialog box, only one machine is allowed to run published applications. Farm 90

91 Wyse If you are using Wyse ThinClient OS and want to publish applications from 2X ApplicationServer, check the Enable Wyse ThinOS Support box. The 2X Secure Client Gateway will then act as a Wyse broker. Wyse Tab for ThinOS Support Click the Test button to verify your DHCP Server settings. 2X suggests that you enable SSL on this gateway when you enable Wyse ThinOS Support. Farm 91

92 Backup Servers You can add, find and configure the properties of all Backup Servers on the Farm so that if the Master server fails, the next server in the list will take over. The backup servers can also be used as additional 2X Secure Client Gateways to evenly distribute the load on each gateway. MS Terminal Server 2X Terminal Server Agent Windows Machine 2X SecureClientGateway (port 80) 2X Publishing Agent SSL Enabled over port 80/443 MS Terminal Server 2X Terminal Server Agent MS Terminal Server 2X Terminal Server Agent Windows Machine 2X Backup Publishing Agent MS Terminal Server 2X Terminal Server Agent Redundant ApplicationServer Backup Servers Farm 92

93 Adding 2X Backup Servers To add 2X Backup Servers click the Find button. A new dialog will show the available servers in the local domain which can be used as Backup Servers. Find 2X Backup Servers When the state of the selected server is Agent Not Found it means that the 2X Publishing Agent is not installed on the selected server. Therefore you would need to install this service. If you choose a backup server that does not have the agent installed, the Take Over button changes to the Install Agent button. If a 2X Publishing Agent is already in use it means that the particular server is already configured as a master server in another farm. Taking over this server will override any settings currently configured on the particular machine. Farm 93

94 Installing 2X Backup Server Enter administrative credentials to be able to install the 2X Publishing Agent on the selected server which will be used as a backup server. Click Install or Take Over after you ve entered the administrative credentials. You should note that the service has been installed successfully if the installation is completed. Click Done when finished. When 2X Publishing Agent is already in use one can Take Over the server and use it as a backup server. Farm 94

95 You can also use the Add button to manually add 2X Backup Server. Enter the name or the IP address of the server to be used as a backup server and click Next. Add 2X Backup Server A status information message will guide you on what to do next. Most often you will have to install the 2X Backup Server by clicking the Install button. Then proceed with the following dialog boxes If an older version of the 2X Backup Server is already installed you would have to update the server by clicking the Update button. 2X Backup Server Properties NOTE: The Install button changes according to the status of the selected server. It will change to Update if an older version of the 2X Backup Server is found, while it will change to Take Over if the selected server is already configured with a 2X Publishing Agent configured as the master server. Farm 95

96 Modifying 2X Backup Servers To change the properties of each backup server, select the particular server and click Properties. You can enable or disable the selected backup server and you can also install, update or uninstall the backup server from the properties dialog box. To delete a particular backup server, select the required server from the Backup Servers list and click Delete. Each backup server in the list is given a priority. By default the local 2X Publishing Agent is given the Master priority and this cannot be changed. You can change the priority of the backup server. To assign a higher priority in the backup list select the required backup server from the list and click Move up. To assign a lower priority in the backup list select the required backup server from the list and click Move Down. The Backup Server with priority configured as Backup Server 1 will be the first backup server to take over in case the Master Server is not available. Additional backup servers will take over in case Backup Server 1 is also not available according to their priority. Promoting a Backup server to Master Server When the primary server cannot be recovered due to various reasons such as hardware failure or OS startup failure, you can easily promote a 2X Backup Server to a Master server. First launch the 2X Console located on the backup server. NOTE: When you add and install 2X Backup Servers, all the required files are automatically installed remotely on each backup server. Therefore to launch the 2X Console of a backup server, you can easily launch the 2X Console located at: C:\Program Files\2X\ApplicationServer\2XConsole.exe. Farm 96

97 Promote a 2X Backup Server to a Master Secondly, click Promote to Master button to promote the current backup server as a Master Server. Promotion to a Master server requires a reactivation of the products which is done automatically and requires an Internet connection. The 2X Terminal Server Agents will use this server (previously used as a 2X Backup server) as the new Master server. Solution Guide The 2X Server Based Computing Guide will help you find the tailor-made solution for your company's IT infrastructure. Click here for a complete list of scenarios and more information on server based computing. Farm 97

98 LOAD BALANCING Load Balancing To configure the 2X LoadBalancer, click on Load Balancing in the Navigation bar in the 2X Console. On the Load Balancing tab you can choose the load balancing method to be used, which counters to be used for the selected method and you can choose to enable a reconnection to a disconnected session or reconnect to same user sessions. Configure load balancing properties Resource Based Load Balancing: in this method, 2X LoadBalancer will retrieve the load information for all terminal servers in the farm and, based on the counters chosen, will determine the terminal server that will handle the incoming connection. Three different counters are available: Round Robin Load Balancing: in this method, 2X LoadBalancer will identify the next available terminal server and forward the incoming connection accordingly, regardless of available resources on the server. Load Balancing 98

99 Counters User Sessions: This option will redirect users to the server with the least number of sessions in use. Memory: This option will redirect users to the server with the best free/used RAM ratio. CPU Utilization: This option will redirect users to the server with the best free/used CPU time ratio. If more than one option is selected for load balancing, the 2X LoadBalancer will add the counter ratios together, and redirect the session to the server with the most favorable combined ratio. The recommended setting is to enable all three options, unless there is a particular need for one of the options available. NOTE: It will be necessary to install 2X Terminal Server Agent on all terminal servers and Citrix servers and/or 2X VDI Agent on all Virtual Desktop Hosts before each server can successfully participate in a load-balanced farm. The Reconnect to disconnected sessions option allows the 2X Publishing Agent to redirect an incoming user session to a previously disconnected session owned by the same user. The Reconnect sessions using client s IP address only checkbox will need to be checked if reconnect is by IP address. You may also choose to reconnect active sessions by selecting Limit User to one session per desktop. Therefore if a user re-connects to a Terminal Server with an active session started by the same user, the user will be connected to the active session. NOTE: To limit users to one session per desktop, make sure that the setting Restrict each user to one session is enabled at Terminal Servers>Terminal Services>configurations>Connections. Load Balancing 99

100 Advanced Settings Click on the Configure button. You can change the default timeouts for the Terminal Server Agents. In normal scenarios, you should use the default settings Advanced Load Balancer Settings Declare TS Agent dead This option is the amount of time that the 2X Publishing Agent should wait for each 2X Terminal Server Agent before declaring that particular Agent as dead. TS Agent Refresh Time This option is the amount of time that the 2X Publishing Agent should re-check the connection with each 2X Terminal Server Agent. Enable CPU Load Balancer The CPU Load Balancer setting plays an important role in the 2X Terminal Server Agent. When enabled it controls the processes that are using the most CPU resources. The 2X Terminal Server Agent is given a High base priority. If the terminal server CPU resources begin to exceed 95%, the processes that are using the most CPU resources are given a low priority, yet all other applications continue to operate normally. Click on the Exclude List button and another dialog box will open that allows you to add Processes that will be excluded from load balancing. Load Balancing 100

101 Tunneling Policies On the Tunneling Policies tab you can set specific filters so that native RDP & ICA connections can be redirected to specific terminal server(s). Load balancing rules are useful when assigning a group of terminal servers or a specific terminal server with a 2X Secure Client Gateway IP. Therefore connections initiated from that particular IP will be load balanced to a corresponding group or a particular terminal server. NOTE: Load Balancing Rules are applicable only to non-published desktop sessions. Tunneling Policies Tab Default Rule The <Default> rule is pre-configured as the last rule which will catch all non configured gateway IPs. By default, this rule is configured to load balance the sessions between all servers in the farm. However, you can change the properties of this rule by selecting the default rule and clicking on Properties. Load Balancing 101

102 Add a New Rule To add a native RDP & ICA Load Balancing Rule, click the Add button. This will open a new dialog as shown below. First select the IP Address for which you would like to create the rule, then choose All Servers in Farm, Server Groups, Individual Server or None. Rules Properties All Servers in Farm All connections initiated through this interface will be load balanced between all servers in the farm. One should note that the default rule is already pre-configured to load balance native RDP & ICA sessions between all servers in the farm. Server Groups All connections initiated through this interface will be load balanced with the selected group. One can select one or more groups to be associated with this interface as shown in the figure below. These Terminal Server Groups can be configured on the Terminal Server page. Native RDP&ICA Load Balancing Rule Load Balance between Server Groups Load Balancing 102

103 Individual Server All connections initiated through this interface will be load balanced with the selected individual servers. When you select individual servers, connections initiated from the selected interface will be load balanced with the selected terminal server. You may also configure an IP address to be associated with just one single server. None All connections initiated through this IP will be denied. This option is ideal in order to deny connections initiated from the configured gateway IP. For security reasons this setting is useful when you want to allow connections from a certain interface. With this option you can configure connections initiated from the specified gateway IP to not be forwarded (load balanced) to any terminal server. Native RDP&ICA Load Balancing Rule - Disable a 2X Secure Client Gateway IP When you have finished configuring the rule with a particular gateway IP (interface), click OK to save the rule. To re-configure a rule, select the particular rule and click Properties. To delete a rule, select the particular rule and click Delete. NOTE: You can create only one rule for each gateway IP. Load Balancing 103

104 PUBLISHING 2X Publishing Wizard 2X has made it even easier to publish applications, folders, documents and desktops, by adding searching, sorting and the ability to duplicate published items. New Publishing Tools Select Publishing from the Navigation toolbar and click the Add button from the Publishing tools located at the bottom of the screen. You can also right-click on any of the Published Resources and choose from Add, Find, Duplicate, Disable and Delete to easily manage your published resources. Managing Published Resources You can also select any published resource from the list and manage it using the Information, Publish From, Application and Filtering tabs located on the main screen of the Publishing module. Each of these functions are explained in detail in the following pages. Publishing 104

105 Applications One of the most useful features available on 2XApplicationServer is the ability to publish seamless applications individually to your users. This means users will only see the applications you give them access to and not a full terminal services desktop (when using terminal services only). After clicking on Add from the publishing tool bar, a new dialog box, Select Item Type, will show. Choose Application and click on Next. 2X ApplicationServer Publishing Wizard Publishing 105

106 Publish From If only one server is listed in the terminal server list, the wizard will skip the Publish From dialog box (shown below) and continue to Application Settings. In the Publish From dialog box you can choose which Server Groups or Individual Servers you want your application to be published to. You can choose to publish the application from All Servers in Farm *, choose a Server Group, or choose Individual Servers. NOTE: If you choose to publish the application to All Servers in Farm or to Server Groups, make sure the application is available in all selected terminal servers. Choose from which Terminal Server/s you want to publish the application * All Servers in Farm is the terminology used to indicate the whole list of terminal servers which can be configured from the Terminal Server tab on the Terminal Servers page Publishing 106

107 Select the type of server from which you want to publish your application. 2X ApplicationServer Publishing Wizard Publishing 107

108 Select what type of application you want to publish. Choose from a single application, an Installed application or a predefined application such as Windows Explorer. 2X ApplicationServer - Select Application Type Publishing 108

109 Application Settings The Application panel provides fields for the Name and Description of the application. The Name and Description fields can be left blank and will be filled in automatically if you browse to the application using the target field. You also have the ability to specify the run mode when the published application is launched. The options are to launch the application in a normal window, in full screen mode or minimized. Application Settings Publishing 109

110 Click Change Icon button to use a different icon. Select a new icon from the executable file or from other locations by clicking on Browse.... Application Settings Change Icon Publishing 110

111 Advanced Application Settings Application Advanced Settings/Shortcuts Create a shortcut on the client desktop for the application by checking the Create shortcut on Desktop box. Create a shortcut in the client Start Menu Folder by checking Create shortcut in Start Folder box. You can specify which folder to create a shortcut in by using \ and the name of the folder. For example, to create the shortcut for MSWORD in a folder called 2X Published Items\Office Apps, you should specify 2X Published Items\Office Apps. You can also use the keyword %Groups% to create a shortcut according to the published groups. Check the Create shortcut in Auto Start Folder to create a shortcut in the start folder. Publishing 111

112 On the File Extensions tab you can associate file extensions on the client side with the particular published application. Select one or more extensions to be associated with this published application. To add other non-default file extensions, click the Add button and enter the file extensions separated by a semicolon as shown in the figure above. You can also edit and delete file extensions by clicking on the extension and then clicking either Edit or Delete. Advanced Settings-Add File Extensions Publishing 112

113 Advanced Settings-Set Licensing Checking the Disable Session Sharing box will allow you to isolate every published application to one (1) session. Every published application will have its own session on the server. If the same application is launched twice then it will be deployed in the same isolated session. To publish an application and enforce a single instance of that application enable Allow users to start only one instance of the application checkbox. If you are trying to publish an application with a limited amount of licenses, enter the amount of available licenses you want to publish. In the If Limit is Exceeded field, choose from the following options: Warn user and do not start this option will warn the user that the number of licenses has been exceeded and will not publish the application. Warn user and start this option will warn the user that the number of licenses has been exceeded and will still publish the application. Notify administrator and start this option will notify the administrator that the number of licenses has been exceeded and will still publish the application. Notify user, administrator and start this option will notify both the user and the administrator that the number of licenses has been exceeded and will still publish the application. Notify user, administrator and do not start this option will notify both the user and the administrator that the number of licenses has been exceeded and will not publish the application. Publishing 113

114 If you need to change the default behavior of the published application on the Client, you can modify the default color depth or the default resolution used by the client. Advanced Settings-Set Display settings NOTE: Applications which use different color depth or different resolutions will run in a different terminal server session. Publishing 114

115 Server Settings The Target field provides the location of the executable or content file which resides on the terminal server. The target can include types such as a file,.exe files, word documents, images, batch files, and other types of content. Start in specifies the folder that contains the original item or another related files. Sometimes, programs need to use files from other locations. You can specify where the folder is located so that published applications are able to locate them. The Parameters field specifies the parameters that you may pass to access a published application. The Server Settings offer you the ability to configure all settings mentioned above for each terminal server. It is common for an application to be installed in different locations on each terminal server. To configure each terminal server individually, use the drop down list in the Server(s) field. When the selected server is not the local machine, you can browse for applications or content on the remote terminal server. This feature requires that the Terminal Server Agent is installed on the selected server. Note: This feature requires that TCP port is not blocked by any Firewall. Publishing 115

116 Filtering Click on Next and the Filtering dialog box appears. If you want to publish the application to certain users/groups, clients,ip addresses ranges, or MAC addresses you must configure the Filtering properties. Select Filtering Type Select the filtering type by clicking on the drop down arrow in the Select Filtering Type field. Publishing 116

117 User Check the Allow the following Users: checkbox and add the usernames/groups in the dialog Select Users or Groups. LDAP Check Use LDAP mode when adding Users & Groups to add users and groups in LDAP format instead of WinNT format. Administrators can use LDAP format to filter users found in groups within groups. Client User or Group Filtering First check the Allow the following Clients: and then select or type the Client (computer) name in the dialog Select Client as shown in the figure below. For Client names you can use the * character as a wildcard. For example if all your computer names start with CLIENT- simply type CLIENT-*. Client Filtering Publishing 117

118 IP Address First check the Allow the following IPs:, then click the Add... button. You can select to filter a single IP or a range of IPs. IP Address Filtering Click Finish to finalize the wizard, and the application you ve just configured will be generated in the Published Applications Explorer area. The options can be edited by using the tabs in the Published Applications Properties area. MAC Address First check the Allow the following MACs:, then click the Add button and select which MAC addresses to allow. MAC address filtering Click Finish to finalise the wizard, and the application being published would then be available only to the MAC address being selected. Publishing 118

119 Publish Installed Applications An application already installed on the server can be published and used by its clients. To publish installed applications using the wizard, click on Publishing in the Navigation bar and click Add. From the Select Type field, choose Applications and then choose Installed Applications. Installed Applications Select which applications you would like to publish from the list of available applications already installed on the server. Click on Finish when you have selected all the applications you want to publish. Publishing 119

120 Publish Predefined Applications To publish a predefined application with the wizard, click on Publishing in the Navigation bar and then click on Add. From the Select Type dialog field, choose Applications and then choose Predefined Applications to publish commonly used applications such as Windows Explorer. Predefined Applications include applications which may need special parameters to be published over Terminal Services. Some special folders are a shell extension that usually resides in the Control Panel. A globally unique ID (GUID) declares these shell extensions and represents the extension and will point to the proper DLL to run it. In order to publish this type of application or folders, Predefined Applications pre-configured in the 2X Console should be used to facilitate these tasks. Publish Predefined Applications Using the Predefined Applications tools, you can easily publish the Control Panel, certain Control Panel tools, the Printers and Faxes folder and even the entire explorer window. Publishing 120

121 Folder To publish a Folder with the wizard, click on Publishing in the Navigation bar and click on the Add button. From the Select Type dialog choose Folder. Folders are useful for organizing your published applications as you facilitate the Filtering options. You can configure the filtering options for a folder and the published applications for that group will have the same filtering settings by default. Add Application Group You can also enter the description and modify the icon for each application group as shown in the above figure. Application Groups in the 2X Console will also be displayed as application groups on the client side and on the web. Click Change Icon button to use a different icon. Click on Next, to create certain filtering rules (User, Client, IP address) for the newly created folder. A published application or desktops that are listed under this folder will inherit the filtering rules of this folder. Publishing 121

122 Desktop 2X ApplicationServer allows you to publish complete desktops to your user/client. Publish a Terminal Server Desktop Full Desktop acts like a terminal into an actual server where you can have a remote desktop connection. To publish a Desktop with the wizard, click on Publishing in the Navigation bar and click the Add button. From the Select Item Type dialog choose Desktop. Click on Next and then choose Terminal Server Desktop. Publish Terminal Server Desktop Publishing 122

123 Choose from which Virtual Hosts you want to publish the application Click Next and select which terminal server you want to publish the desktop from. You may choose to publish a desktop from All servers in Farm or from Server Groups. In this case, the published desktop will be selected according to the best resources among the selected terminal servers. You may also choose to publish an individual desktop by selecting Individual Servers and then select the preferred server. * All Hosts in Farm is the terminology used to indicate the whole list of Virtual Desktop Hosts which can be configured from the Virtual Desktop Hosts tab on the VDI Hosts page. NOTE: If only one server is listed in the Terminal Server list, the wizard will skip the Publish From and continue with Desktop. Publishing 123

124 Publish Desktop Enter the Desktop Name and a Description for the published desktop. You may also change the icon for the published desktop. Click on Advanced Settings to create shortcuts on the client s desktop, in the Start folder or in the Auto Start folder of the particular published desktop. Publishing 124

125 Publish Desktop The Connect to console checkbox should be enabled to connect to the console session of the terminal server. This options works on MS Windows 2003 Terminal Server only. Desktop Size Choose, from the drop down list, the resolution you would like to use. Choose Custom to be able to enter your own resolution. Connect to console and Desktop Size settings Publishing 125

126 Filtering Clicking on Next will display the Filtering dialog. If you want to publish the desktop to certain users/groups, clients or IP addresses/ranges you must configure the Filtering properties. Select the filtering type that you want by using the Select Filtering Type drop down list as shown in the figure below. User Select Filtering Type First check the Allow the following Users: checkbox and select the Default Object Type. Add the usernames/groups in the dialog Select Users or Groups as shown in the figure below. Check Use LDAP mode when adding Users & Groups to add users and groups in LDAP format instead of WinNT format. Administrators can use LDAP format to filter users found in groups within groups. Publishing 126

127 Client First check the Allow the following Clients: and then select or type the Client (computer) name in the dialog Select Client as shown in the figure below. For Client names you can use the * character as a wildcard. For example if all your computer names start with CLIENT- simply type CLIENT-*. IP Address Client Filtering First check the Allow the following IP s:, in the Select Filtering Type field and then click the Add... button. You can select to filter a single IP or a range of IP s. IP Address Filtering Publishing 127

128 Click Finish to finalize the wizard, and the desktop you ve just configured will be generated in the Published Desktops Explorer area. The options can be edited by using the tabs in the Published Desktops Properties area. MAC Address First check the Allow the following MACs:, then click the Add button and select which MAC addresses to allow. MAC address filtering Click Finish to finalise the wizard, and the application being published would then be available only to the MAC address being selected. Publishing 128

129 Publish Virtual Desktops To publish a virtual desktop with the wizard, click on Publishing in the Navigation bar and click Add button. From the Select Type dialog choose Desktop. From the Select Desktop Type dialog choose Virtual Desktop and then click Next >. Publishing a Virtual Desktop Publishing 129

130 Choose from which Virtual Hosts you want to publish the application Click Next and select which virtual hosts you want to publish the virtual desktop from. You may choose to publish from All Host in Farm* or from Host Groups. In this case, the published desktop will be selected according to the best resources among the selected terminal servers. You may also choose to publish an individual desktop by selecting Individual Hosts and then select the preferred server. NOTE: If only one server is listed in the Terminal Server list, the wizard will skip the Publish From and continue with Desktop. * All Hosts in Farm is the terminology used to indicate the whole list of Virtual Desktop Hosts which can be configured from the Virtual Desktop Hosts tab on the VDI Hosts page. Publishing 130

131 Virtual Desktop Settings Enter a name for the Virtual Desktop and a short Description. You may also change the icon for the published desktop. Click on Advanced Settings to create shortcuts on the client s desktop, in the Start folder or in the Auto Start folder of the particular published desktop. Publish Virtual Desktop Settings Publishing 131

132 Virtual Desktop Properties Properties There are 4 different properties which can be used by the Virtual Desktop: Connect to Any Guest will load any virtual desktop published to any user that logs in. Connect to Specific Guest will load the virtual desktop to the selected Guest. Connect to Guest will load the virtual desktop to the user where the name equals who s user name is the same as that of the virtual desktop or to users which are using a machine that has an IP address equal to the virtual desktop s name. Connect to Specific 2X Template will connect the Virtual Desktop to a created 2X Template. The Any Guest, Specific Guest and Guest connections also allow you to select from which Pool you want your Virtual Desktop to connect to. Persistent Checkbox When a published application from a guest is set as persistent, the first time a user launches the application the publishing agent will create a persistent guest rule. The publishing agent will always connect the user to the same guest when the persistent rule is used. Desktop Size Choose, from the drop down list, the resolution you would like to use. Choose Custom to enter your own resolution. Publishing 132

133 Filtering Clicking on Next will display the Filtering dialog. If you want to publish the desktop to certain users/groups, clients or IP addresses/ranges you must configure the Filtering properties. Select the filtering type that you want by using the Select Filtering Type drop down list as shown in the figure below. Select Filtering Type User First check the Allow the following Users: checkbox and add the usernames/groups in the dialog Select Users or Groups as shown in the figure below. Check Use LDAP mode when adding Users & Groups to add users and groups in LDAP format instead of WinNT format. Administrators can use LDAP format to filter users found in groups within groups. Publishing 133

134 User or Group Filtering Client First check the Allow the following Clients: and then select or type the Client (computer) name in the dialog Select Client as shown in the figure below. For Client names you can use the * character as a wildcard. For example if all your computer names start with CLIENT- simply type CLIENT-*. Client Filtering Publishing 134

135 IP Address First check the Allow the following IP s:, in the Select Filtering Type field and then click the Add... button. You can select to filter a single IP or a range of IP s. IP Address Filtering Click Finish to finalize the wizard, and the desktop you ve just configured will be generated in the Published Desktops Explorer area. The options can be edited by using the tabs in the Published Desktops Properties area. MAC Address First check the Allow the following MACs:, then click the Add button and select which MAC addresses to allow. MAC address filtering Click Finish to finalise the wizard, and the application being published would then be available only to the MAC address being selected. Publishing 135

136 Publish Remote PC Desktop To publish a PC with the wizard, click on Publishing in the Navigation bar and then click on the Add button. From the Select Type dialog choose Desktop. From the Select Desktop Type dialog choose Remote PC Desktop and click Next >. Publishing a Remote PC Desktop Publishing 136

137 Remote PC Desktop Enter the Desktop Name and a Description for the published desktop in the fields shown. From this dialog you may also change the icon for the published desktop. Virtual Desktop Settings Advanced Settings button allows you to create shortcuts on the client s desktop or in the Start menu of the particular published desktop. Publishing 137

138 Remote PC Select from a Remote PC from the available list that you would like to publish. For a Remote PC to be available, it must first be added to the Farm. Desktop Size Choose from the drop down list, the resolution you would like to use. Choose Custom to be able to enter your own resolution. Desktop Size Publishing 138

139 Filtering Clicking on Next will display the Filtering dialog. If you want to publish the desktop to certain users/groups, clients or IP addresses/ranges you must configure the Filtering properties. Select the filtering type that you want by using the Select Filtering Type drop down list as shown in the figure below. User Select Filtering Type First check the Allow the following Users: checkbox and add the usernames/groups in the dialog Select Users or Groups as shown in the figure below. Check Use LDAP mode when adding Users & Groups to add users and groups in LDAP format instead of WinNT format. Administrators can use LDAP format to filter users found in groups within groups. Publishing 139

140 User or Group Filtering Client First check the Allow the following Clients: and then select or type the Client (computer) name in the dialog Select Client as shown in the figure below. For Client names you can use the * character as a wildcard. For example if all your computer names start with CLIENT- simply type CLIENT-*. Client Filtering Publishing 140

141 IP Address First check the Allow the following IP s:, in the Select Filtering Type field and then click the Add... button. You can select to filter a single IP or a range of IP s. IP Address Filtering Click Finish to finalize the wizard, and the desktop you ve just configured will be generated in the Published Desktops Explorer area. The options can be edited by using the tabs in the Published Desktops Properties area. MAC Address First check the Allow the following MACs:, then click the Add button and select which MAC addresses to allow. MAC address filtering Click Finish to finalise the wizard, and the application being published would then be available only to the MAC address being selected. Publishing 141

142 Publish Document Content To publish a Document with the wizard, click on Publishing in the Navigation bar and then click on the Add button. From the Select Type dialog choose Document and click on Next >. Publishing a Document Publishing 142

143 Select the type of server from which you want to publish your documents. Select server for publishing documents Publishing 143

144 To publish documents such as Word and Excel spreadsheets, select the document type. Select the content type by checking each document type in the Filters list. You can also you can enter a Custom content type by typing in the selection in the field provided. You can also enter a specific content type and if there is more than one, separated by a semi-colon. i.e. text; *.texts; *.pub*. Publish Document Content Choose content type and then click on Next. Publishing 144

145 Enter a name and a description related to the document in the fields provided. The Name and Description fields can be left blank and will be filled in automatically if you browse for the document using the Target field. The Run field allows you to specify which run mode will occur when the published application is launched. The options are to launch the document in a normal window, in a full screen mode or to open in a minimized window. Click Change Icon if you want the published document to use a different icon and select a new icon from the executable file or from other locations by clicking Browse... in the Change Icon dialog box. Document Settings Publishing 145

146 Advanced Settings Click on the Advanced Settings button to view the Advanced Application Settings. Document Advanced Settings Shortcuts Tab To create a shortcut for the document on the desktop (client side), enable Create shortcut on Desktop checkbox. To create shortcuts for the document in the Start Menu Folder (client side) enable the Create shortcut in Start Folder checkbox. You can create a shortcut under certain folders by using \ and the name of the folder. You can also use the keyword %Groups% to place the shortcut according to the published groups. Check the Create shortcut in Auto Start Folder if you would like to create a shortcut in that location. Publishing 146

147 File Extensions Tab Add/Edit/Delete or display a list of file extensions that can be associated with this particular application and allows you to enable or disable each file extension association. File Extensions Tab Licensing Tab You can isolate every published application to one (1) session. Every application that is published will have its own session on the server. If the same application is launched twice then it will be deployed in the same isolated session. If the Disable session sharing checkbox is enabled then no session sharing will occur. Licensing Tab To publish an application and enforce a single instance of that application enable Allow users to start only one instance of the application. Publishing 147

148 In the Concurrent licenses: field, set the number of licenses that will be running concurrently. Further configure the licenses by selecting an option in the If limit is exceeded field. Display Tab The display tab will allow you to set the Color Depth and Resolution of the published application. Click on the drop down arrows to choose best resolution for your applications. Display Tab Publishing 148

149 Server Settings In the Server Settings you have the ability to configure the above mentioned settings for each terminal server. It is common that an application could be installed in different locations on each terminal server. To configure each terminal server, use the drop down list in the Server(s) field. Target is the location of the.exe file or content file which resides on the terminal server. Start in specifies the folder that contains the original item or some related files. Sometimes, programs need to use files from specific locations. You might need to specify the folder where these files are located so that the published application can find them. Parameters specifies the parameters that you may pass to your published application. When the selected server is not the local machine, you can browse for applications or content on the remote terminal server. This feature requires that the Terminal Server Agent is installed on the selected server. NOTE: This feature requires that TCP port is not blocked by any Firewall. After you click Next, you can also create certain filtering rules (User, Client, IP address) for the created folder. Published applications or desktops listed under this folder will inherit the filtering rules of this folder. Publishing 149

150 Publish Applications using Drag and Drop An alternative method to publish applications is to drag an application from Windows Explorer. This method will capture all the information related to the application and incorporate it in the Application and Startup settings. Then you may opt to configure the Publish From and Filtering settings from their respective tabs. By default, drag and drop applications will be published to All Farm and Filtering will not be enabled. You may also configure the Startup Settings for other servers. For more information on how to configure each published application setting refer to the section 2X Publishing Wizard Application To publish an application using the drag and drop feature, first select the group from the Published Applications Explorer in order to select the Application group where you want the application to be published. Then open the Windows Explorer or just a normal folder and drag and drop any application or content into the 2X Console. You may also drag and drop a whole folder with sub folders, and it will be represented as Application groups and sub-groups in the Published Applications Explorer. Publish Applications using Drag and Drop Publishing 150

151 Publish Applications Configuration Applications Configuration Information, Publish From, Application and Filtering After you ve published an Application, Application Group, Desktop, Predefined applications or a Virtual Desktop using the Wizard or the drag and drop option, you may choose to re-configure each selected item by using the Published Application Properties Area. First select the item that you want to re-configure from the Published Applications Explorer tree and then choose the appropriate tab according to your needs. The tabs related with the published items are: Information A detailed summary related with the selected application. Publish From - To select from where you want to publish the selected item. Application To add or modify the application name and the description related with the selected application and an ability to configure the Target, Start in and Parameters for each Terminal Server. Filtering Ability to filter each application or group for certain users or computers according to the username, client name or IP address. For more detailed information about each tab, refer to section 2X Publishing Wizard - Application. Publishing 151

152 Setup LoadBalancer Select the server to be used for load balancing After selecting Setup LoadBalancer a new page will load, listing all the servers available on the network and information about their Agent. Select which servers you would like to use for load balancing by checking the check box next to the servers. When you have selected all the servers that apply, simply click on Finish. Publishing 152

153 2X UNIVERSAL PRINTING Universal Printing When using 2X ApplicationServer, the printing process is greatly simplified by the 2X Universal Printer, which is automatically installed when you install the agents for Terminal Server, VDI Guest and Remote PC. 2X Universal Printing will solve most printer driver problems. If the client is using a printer where the server does not have a suitable printer driver, the normal printing redirection will not work. You do not need to install a specific printer driver on the server when you are using 2X Universal Printing.. The 2X Universal Printer drivers are available in 32 and 64 bit format. Starting from 2X ApplicationServer version 10.1, you can redirect multiple printers at the same time as opposed to the previous versions where only one printer (2X Universal Printer) was available on each terminal server. The administrator can choose the format of each printer name by editing the Printer rename Pattern text box. You can also choose to continue to work in legacy mode by choosing <2X Universal Printer> as the printer rename pattern, in this case only the first printer redirected by the client is utilized. Variables You can use any of the following variables in the Printer Rename Pattern text box: %PRINTERNAME% %USERNAME% %SESSIONID% Client side printer name User name connected to the server Session ID of the active session <2X Universal Printer> Legacy mode (only one printer for all users) Choosing <DEFAULT>, the default printer pattern is used. The default pattern is %PRINTERNAME% for %USERNAME% by 2X. Redirected printers are only accessible by administrators and the user who redirected the printer. 2X Universal Printing 153

154 Choosing <2X Universal Printer>, only one printer will be shown on the server and is available for all users. To enable or disable the functionality of 2X Universal Printing from each Terminal Server, VDI Guest or Remote PC in the farm, select the Terminal Server(s), VDI Guest(s) or Remote PC s and click Enable. Click on Select All to facilitate 2X Universal Printing on every type. To Disable Universal Printing, select the Terminal Server, VDI Host or Remote PC and then click on Disable. Universal Printing page to enable or disable universal printing on each Terminal Server 2X Universal Printing 154

155 Fonts Management To control the embedding of fonts within a print job, go to the 'EMF Properties' tab and check/uncheck 'Embed Fonts'. By default a number of fonts will already be excluded since these are normally available on standard Windows platforms. If the client selects Enhanced Meta File data format for Universal Printing, you can select which fonts are embedded with the print job. To add a new font click on the Add button and select the font which you would like to add. To delete a font, select the font which you would like to delete from the excluded list and click the Delete button. Enable fonts to be embedded in EMF print jobs 2X Universal Printing 155

156 2X UNIVERSAL SCANNING Universal Scanning 2X Universal Scanning uses TWAIN redirection to allow any application using TWAIN technology to use hardware connected to the client device for scanning. With 2X Universal Scanning there is no need to install any scanner drivers on the server. Only one scanner is shown on the server regardless of the number of users and sessions currently in use on the terminal server. The 2X Universal Scanning drivers come in 32 and 64 bit format. Note: Currently only 32-bit applications are supported. When you install the 2X Agent on any Terminal Server, VDI Agent or Remote PC, 2X Universal Scanning is automatically installed. To enable or disable the functionality of 2X Universal Scanning from each Terminal Server, VDI Guest or Remote PC in the farm, select the Terminal Server(s), VDI Guest(s) or Remote PC s and click Enable. Click on Select All to facilitate 2X Universal Printing on every type. To Disable Universal Scanning, select the Terminal Server, VDI Host or Remote PC and then click on Disable. Enable or Disable 2X Universal Scanning on each Terminal Server 2X Universal Scanning 156

157 Scanning Applications To allow a published application to make use of 2X Universal Printing, you need to add the application from the Scanning applications tab. Please note that some applications make use of different executables. For Universal Scanning to work, all the executables must be added in the Scanning applications tab. To add a scanning application, click the Add button or browse for an application that will use 2X Universal Scanning, such as Photoshop. Scanning applications 2X Universal Scanning 157

158 Once an application is added, it can easily be deleted. Select the application then click the Delete button. This will not affect the installation of the application. It will only disable the use of 2X Universal Scanning for the application. Photoshop can now use 2X Universal Scanning 2X Universal Scanning 158

159 CONNECTION SETTINGS 2X Publishing Agent On this page you may configure which port to use for the publishing agent service. You can also configure the authentication options. Connection Settings page Publishing Agent Tab Authentication Panel To make sure that every single client authenticates against 2X ApplicationServer before retrieving the list of published applications, enable Always require user credentials for application list checkbox. To authenticate against a specific Domain/workgroup, select the Domain radio button and enter the required domain/workgroup information. In case you want to select a new domain for authentication, simply click on the (browse) button and select the new domain to be used. You can also use the Default button to choose the default domain/workgroup used for authentication. Select All Trusted Domains if you want to authenticate with any trusted domain/workgroup. The Use client domain if specified box is checked by default. This option will allow the user to specify the domain to authenticate by their client (2X Client General options - Domain). If the client does not specify any domain, and this option is enabled, the authentication is done with the domain specified in the Authentication panel as displayed in the above figure. When this option is disabled, the clients will only authenticate with the domain specified in the domain field of the authentication panel on the server side. Connection Settings 159

160 It is recommended that you check the Always require User Credentials for application list, so that all users must authenticate before acquiring the application list. Click on the Clear cached session IDs to clear all cached session IDs. Make sure to click Apply to activate the above settings. Settings Panel In the Settings panel on the 2X Publishing Agent tab, the 2X Publishing Agent Port (default TCP 20002) uses a specific port to pass information about the published applications available to its clients. The default port is TCP Make sure the 2X Secure Client Gateway has access to this port otherwise it will not be able to retrieve the published applications list and load balance the application requests. The 2X Terminal Server Agent Port (default TCP 20003) is used to communicate with the 2X Terminal Server Agents which should be installed on the terminal servers or Citrix MetaFrame Servers. The 2X Terminal Server Agent provides information to the 2X ApplicationServer over this port. Settings Panel NOTE: In case you want to authenticate with a workstation not joined within a domain, you can also authenticate with the local users of the workstation. In order to specify authentication with a workstation, you must enter [workgroup_name] / [machine_name]. Therefore if you would like to authenticate against a machine named SERVER1 that is a member of the workgroup named WORKGROUP, you would have to enter: WORKGROUP/SERVER1 in the domain field. NOTE: In order to avoid user filtering problems, it is suggested to use the NetBIOS name instead the FQDN in the domain field. Connection Settings 160

161 Second Level Authentication To add two-factor authentication to your 2X ApplicationServer you can use Deepnet or Safenet Check the Enable second level authentication checkbox, and then choose second level provider. Click on Settings and a new window will open, allowing you to enter your Deepnet server settings. Connection Settings 161

162 Deepnet Settings Connection Tab Enter the server name and port that you saved while setting up your Authentication Server. Click on Check Connection to test that your Authentication Server can be reached. You can choose to connect to your Deepnet server over SSL by checking the Enable SSL checkbox. Deepnet Unified Authentication Platform: Connection Properties Application Tab Select the application profile that will use Deepnet to authenticate its users in the Application field.. The Default Domain fields will enable you to choose the default domain used for authentication and when users are added. Any Deepnet user accounts imported or verified will be done so using this default domain The Use LDAP checkbox should be checked if you are importing Deepnet user accounts and groups that contain other sub-groups. Deepnet Unified Authentication Platform: Application Properties Connection Settings 162

163 The Import Deepnet user accounts button will automatically add the specified users/groups into the Deepnet application. The Verify Deepnet user account names button checks that all the users in the Deepnet application are in the following format: \\domain\username. Users added in the format of will be automatically changed to the appropriate format and users without a domain will have the default domain assigned to them. The Deepnet Applications dialog allows you to choose the application which is used by 2X ApplicationServer for authentication. You can also create an application which will be added on the Deepnet server. Authentication Tab Deepnet Unified Authentication Platform: Authentication Properties Select how you want your users to be authenticated. Mandatory for all users means that every user using the system must login using two-factor authentication. Create token for Domain Authenticated Users will allow 2X ApplicationServer to automatically create software tokens for Domain Authenticated Users. Choose a token type from the drop down list. Note that this option only works with software tokens. Use only for users with a Deepnet account will allow users that do not have a Deepnet account to use the system without having to login using two-factor authentication. Connection Settings 163

164 From the Allow Channels section, you specify what channels are available to the user to activate the token or when requesting a Quick ID OTP. For example, if you select , as the Allow Channel, activation code can be sent only via as shown below. 2X Client Activate Token via channel only Connection Settings 164

165 Safenet Settings 2X ApplicationServer has added a second application for authentication called SafeNet. As a second level authentication alternative, SafeNet is just as secure and easy to configure as Deepnet. Select Safenet as your preferred Second Level Authentication provider and then click on Settings. SafeNet Properties On the Connection tab, enter your OTP Service URL and then click on the Check connection button to verify url connection. Connection Settings 165

166 On the Authentication tab, select an authentication Mode. Modes: Mandatory for all users: All users use the same log on authentication. Create token for Domain Authenticated users: A new token is created for each authentication domain user Use only for users with a SafeNet account: Only users that have access to a SafeNet account will be allowed access. TMS Web API URL: URL of the safenet server. This is required to be able to create tokens for Domain authenticated users User Repository: Where the authentication files reside on the server. Connection Settings 166

167 Exclusion Panel Second Level Authentication - Exclusion Settings User / Group exclude list allows you to add users or groups within your active directory that will be excluded from using Deepnet Authentication. Client IP exclude list allows you to add IP addresses or a range of IP addresses that will be excluded from using Deepnet Authentication. Client MAC exclude list allows you to add MAC addresses that will be excluded from using Deepnet Authentication. Connection to the following Gateway IPs allows you to set a Gateway where users connected to the Gateway will be excluded from using Deepnet Authentication. NOTE: For more information about Deepnet refer to the PDF document, Setting Up Deepnet for 2X ApplicationServer by clicking here. Connection Settings 167

168 Published Items Listing Tab The Published Items Listing tab allows you to configure which type and version of the clients available are allowed to list the published items. The Allow published items listing from All Clients button will allow published items from all clients. Published Items Listing Tab The Allow published items listing only from selection gives the administrator the ability to allow published items only from the specified 2X Client running the build set or higher. For example, if the user from 2X Windows Client gets application listing from a 2X Client with a build lower than the one specified in the text box above, the following error is seen: Published Items Listing Tab Connection Settings 168

169 CLIENT With 2X ApplicationServer you can manage the 2X Client settings for all the users on the network that connect to any server currently in the Farm. By adding 2X Client Policies you can group your users using different policies and push different 2X Client settings and options to the users depending on the policy. 2X Client Management Tab This is only available for 2X Clients installed on Windows (including Windows CE and XP Embedded). Information page Client Client 169

170 Add a 2X Client Policy To add a new policy, click on Add from the 2X Client Management tab. Adding a new 2X Client Policy Start by giving the new policy a name in the Policy field. If you want to use LDAP to add users and groups to the policy, check Use LDAP mode when adding Users & Groups. Click on Add to add users or groups to the 2X Client Policy. Once all the users have been added, you can configure the Connection Properties and Options that will be pushed to the users 2X Client. Client 170

171 Please refer to the 2XClient For Windows manual for more information about how to configure the Connection Properties for 2X Client. Configuring the Connection Properties from the 2X Console Client 171

172 2X Client Policy Option Configuring the 2X Client Options from the 2X Console Please refer to the 2XClient For Windows manual for more information about the options available on the 2X Client. Client 172

173 Thin Client Installer 2X ThinClientOS can be distributed to thin clients on the network, using 2X ApplicationServer. Thin clients are able to connect through a 2X Secure Client Gateway to download and install 2X ThinClientOS over PXE. Make sure that PXE booting is enabled on the 2X Secure Client Gateway. Please refer to the Network section for more information on how to enable PXE booting for thin clients. Thin Client Installer Adding a 2X ThinClient OS Thin Client Installer must have at least one (1) 2XOS added to its list for it to be able to make the OS available to thin clients. To add an OS click on Manage 2XOS button. Note: 2X ApplicationServer supports 2XOS v6.3 and above. Client 173

174 List of thin client operating systems From here you can add different versions of 2XOS by clicking on Add. Browse for the 2XOS ZIP file (which can be downloaded from the 2X website) and allow the application to add the OS to the list of thin client operating system. The first OS that is added will be considered to be the default OS, but as you add more to the server, the default OS can be changed by selecting the OS and clicking on Set Default. Client 174

175 Adding a Thin Client Filter Adding a Thin Client Filter A filter can be used to allow or deny thin clients to boot with 2X ApplicationServer. Select whether to allow or deny connections from the Action option. Enter a Filter Name so the filter can be easily recognizable. Enter the MAC address of the thin client(s) you want to allow or deny. A wildcard can be used when entering a MAC address. i.e. If you enter AF-4B-24-??-?? the filter will consider all the thin clients that have a MAC address starting with AF-4B-24. The default 2XOS is select in the Operating System option but you can change it to any 2XOS added to 2X ApplicationServer. Client 175

176 Select the correct input devices to be used with the filter. These settings are pushed to the thin client so the user does not have to worry about setting the mouse or keyboard layout. ACPI Auto On: This option enables the auto configuration of your device using the data integrated in the system. ACPI Always On: This option enables ACPI regardless of any configurations present on the device. ACPI Compatibility (Do Not Manage Interrupts): This option enables the hardware using the data provided by the motherboard but uses baseline defaults to configure them for use. ACPI Compatibility (Balance Interrupts): This option enables the hardware using the data provided by the motherboard together with what was detected by the OS drivers. ACPI OFF: Disable the ACPI feature if your motherboard does not support a correct ACPI implementation due to incompatibility with the Linux Operating System. Baseline defaults will be used instead using legacy standard initialization. Legacy Linux Loader (LILO) should be enabled if you thin client does not support the GRUB boot loader. Enable Monitor Probing to automatically detect the display resolution. Client 176

177 INFORMATION Status Tab Select Information from the navigation bar. You can monitor the status of each service, while also monitoring sessions connected to the Virtual Desktop Host, Terminal Servers or Citrix Servers that are enabled in the farm. The status is refreshed every minute. Click on the 'Refresh' button to manually refresh the content. Information page Status Tab Notification Tab To be notified when some counters exceed a certain amount, you will need to enable the notification options. In the Notification tab you ll be notified if some server parameters exceed what you define as appropriate. Information 177

178 Notification You can choose any of the counters monitored by the 2X Terminal Server Agent and set the appropriate number accordingly. For example, if you want to be notified when a terminal server is handling more than 45 sessions simultaneously or if the terminal server has more than 10 disconnected sessions, simply check the appropriate checkbox and set the right amount. Set or browse to a computer on the network that you would like 2X ApplicationServer to send a warning message to in the Notify Options> Send warning message to this computer: field. Choose a particular computer on your network and/or send a message to any address of your choice. To send a message to a computer on the network, select Send warning message to this computer: and click on to select any of the available machines on your network. Information 178

179 To send an to a predefined address you must first setup the mailbox details. Check the Send to, box and type the receiver s address (for example, and click on Mailbox Setup button. Mailbox Setup Type in the sender address you would like to see (for example, Enter the SMTP server address to be used. If your SMTP server requires authentication when sending s through it, make sure you select SMTP Server requires authentication and type in the correct username/password to be used. You can also configure different ports for the SMTP server by append : port. (i.e. mail.company.com:465) To connect with an SMTP server that requires a secure connection enable Use TLS/SSL checkbox. After you setup the Mailbox details, simply click OK and then Send Test . The address you typed in the main Notification Tab should receive the test . To configure the notification interval for each warning message sent to a computer on the network or by mail, type the amount of minutes in the Notification Interval field. Information 179

180 Logging Tab Set the Logging field to Enabled, Disabled or Enabled with extended information. In the Log File field, set the location of the log file to be used. This field is read only so the user cannot set it; available for information purposes only. The log file saves information about the incoming connections, the originating IP address and the terminal server that was chosen. To view the contents of the log file, click the View Log button. To purge the log file, click the Clear Log File button. It is recommended to back up the log file. This is done by checking the box next to Backup log file and then selecting the corresponding time frame. Please note that the backup log file will be located in the same directory of the log file. Logging Tab Settings Information 180

181 Auditing Tab On this tab you can enable or disable auditing and set the location of the auditing file. The auditing log is an important and valuable tool as it can give you information about the sessions opened and the total time of each session. It is recommended to backup the audit file. This is done by enabling the Backup audit file checkbox. Backups can be scheduled on a daily, weekly or monthly basis. Information Page - Auditing Please note that the backup audit file will be located in the same directory of the audit file. Information 181

182 Software Update Tab The 2X ApplicationServer Console will automatically check for updates if you have the Check for updates when launching 2X ApplicationServer box enabled. You may also click the Check Now button to check for the latest updates. In the Modules Information field you can find information about the modules used by 2X ApplicationServer. This field will give you an overview of what files are installed and their current version. This is the information that will be requested from technical support should you need to contact them. Software Update and Modules Information Information 182

183 Support Tab For further technical support queries or further information about 2X products view contact details on this tab. Information page - Support Tab Click on the Send Support Request button to contact 2X Support directly from the 2X ApplicationServer console. Fill in the required details; add an attachment if needed and click Send. You should configure your mail settings in order to contact 2X Support from the 2X ApplicationServer console. Information 183

184 You can save your support request information as a Zip file, this way you don t have to send the straight away; you can send the Zip file later on from any other machine. Contact 2X Support Information 184

185 Reporting The reporting tab will allow the user to select and configure a Reporting Engine. Selecting a Reporting Engine Select one of the following Reporting Engine : eg Innovations Integrates with eg Enterprise Server None No Reporting Engine is used. 2X ApplicationServer Reporting Using eg Innovations Reporting Engine 1. You will need to specify the eg Server IP address or hostname. 2. Specify the port in use by the Server.. 3. Click Download to start downloading the approved eg Agents. 4. When the downloading agents is ready, the following window will be displayed, showing that all agents are available. Reporting 185

186 2X Application Server eg Agent Status 5. Click on Reporting Engine tab to continue with the configuration 6. For additional security select SSL Use SSL connection and select Allow trusted certificates only. 7. Click Manage eg Agents for Components to start installing eg Agents. The window below will be shown: Manage eg Agents Note 1 - Only servers with 2X Terminal Server Agent or 2X Publishing Agents (or both) installed can be managed for eg Agents. Otherwise the servers are not listed. Note 2 If 2X Terminal Server Agents are not verified for communication, the server becomes disabled and eg Agents cannot be updated. Reporting 186

187 8. Select the Terminal Servers and click Update agent(s). The following window pops up. Installing eg Agent 9. Click install, so that the egagent is pushed on the Terminal Server. Installing Progress of eg Agent 10. The status of the eg Agent being installed is shown. Reporting 187

188 Installed eg Agent on Terminal Server 11. Press done after the installation process finishes. Reporting 188

189 LICENSING The licensing tab will allow you to view licensing details and enter a license key. If you have purchased a new license key, click the Activate button. Fill in the required details in the License Activation dialog box and click the Activate button to activate your license key. 2X ApplicationServer licensing 2X ApplicationServer has a 30 day trial period. After 30-days you will need to activate the product with a valid key. You can either buy a key from our ordering page or activate the product using a free key. Click on Activate to start activating your product. In order to activate the license key, fill in the required contact details and type the license in the License key field and click Activate as shown in the figure below. To activate with a free key, click on the To get a free key please click here (Free key will allow you to use up to 3 connections). link to get a free key, and click the Activate button. Licensing 189

190 When the license key is activated, you should get a dialog which states that the license key activated successfully. License Activation License Key activated successfully After any activation is complete, make sure to click the 'Apply' button. Please note that the free key will allow you to use one server with up to 3 connections. Universal Printing and Redundancy are not available with the free version of 2X ApplicationServer. NOTE: 2X ApplicationServer (Ver. 8) requires a (Ver.8) license. Clients that have old licenses may contact support to receive a (Ver.8) licenses. Licensing 190

191 AVAILABLE 2X CLIENTS For more information about the installation and configuration of 2X Client, please refer to each of the manuals and their corresponding locations listed below. 2X CLIENT URL 2X Client For Windows 2X Client for Mac 2X Client for Linux 2X Client for ios (iphone & ipad) 2X Client for Android Available 2X Clients 191

192 INSTALLING THE 2X TERMINAL SERVER AGENT MANUALLY 2X Terminal Server Agent System requirements Windows 2000 Server, 2003 Server or 2008 Server or Advanced Server with Terminal Services enabled (in Application Mode if using Windows 2000 Server). The same hardware requirements as specified by Microsoft when deploying a terminal services environment will apply. Installation Procedure Before starting the installation procedure, please make sure that you are logged on with administrator rights, and that the system requirements are met. 1. Log on to the terminal server or Citrix Server 2. Run the 2X Terminal Server Agent setup program by double clicking on the 2XAppServer.msi file. A welcome dialog will appear. 3. Close other Windows programs and click Next. 2X Terminal Server Agent Setup Program welcome screen. Installing the 2X Terminal Server Agent Manually 192

193 Accept the License Agreement and click Next. The End-User License Agreement. 4. Select the location where you want to install the 2X Terminal Server Agent and click Next. Choosing the location where 2X Terminal Server Agent will be installed. Installing the 2X Terminal Server Agent Manually 193

194 5. Select the Custom radio button as the Installation type. Select Installation type: Custom. 6. Select 2X Terminal Server Agent as shown in the figure below and click Next. Select Installation type: Custom - 2X Terminal Server Agent. Installing the 2X Terminal Server Agent Manually 194

195 7. Click Install. Starting the installation program. 8. Setup will copy the required files and will create the service on the machine. Post-Installation status screen. Installing the 2X Terminal Server Agent Manually 195

196 After the installation is complete (remotely or manually), you should see the 2X Terminal Server Agent service listed under Services on the server where the agent has been installed. The 2X Terminal Server Agent Service NOTE: The terminal servers do not require any configuration. The agent will collect the information required by the 2X Publishing Agent. The 2X Terminal Server Agent also forwards the necessary information to the 2X Publishing Agent using the information collected. To ensure connectivity between the 2X Publishing Agent and the terminal servers, after installing the 2X Terminal Server Agent, go to the Console and on the Terminal Servers tab make sure you add all your terminal servers. Once you have finished this step, select a terminal server and click the Check Agent button. If the 2X Publishing Agent can communicate with the 2X Terminal Server Agent running on the terminal server, you will receive this message: Checking for 2X Terminal Server Agent on a terminal server. Installing the 2X Terminal Server Agent Manually 196

197 INSTALLING THE 2X VDI AGENT MANUALLY 2X VDI Agent System requirements Windows XP, Windows Vista, Windows 2000 Server, Windows 2003 Server or Windows 2008 Server or Advanced Server. The same hardware requirements as specified by your virtualization software will apply. One of the supported virtualization software technology. o o o If you are planning to use VMware on Windows, make sure the VMware VmCOM Scripting API is installed. The following error will be displayed if VmCOM Scripting API is not detected: VMware VmCom Scripting API is not installed on the host. Please install this client component from the VMware installer. If you are planning to use VMware v1.* on Linux, make sure the VMware VIX API for Linux is installed. The following error will be displayed if VIX API for Linux is not detected: VMware VIX API for Linux is not installed on this host. Please download this component from If you are planning to use Virtual Iron, make sure that you install Java Runtime Environment on the same machine where 2X VDI Agent is installed. Installing the 2X VDI Agent Manually Before starting the installation procedure, please make sure that you are logged on with administrator rights, and that the system requirements are met. 1. Log on to the Virtual Host 2. Run the 2X ApplicationServer setup program by double clicking on the 2XAppServer.msi file. A welcome dialog will appear Installing the 2X VDI Agent Manually 197

198 3. Close other Windows programs and click Next. 2X ApplicationServer Setup Program welcome screen. 4. Accept the License Agreement and click Next The End-User License Agreement. Installing the 2X VDI Agent Manually 198

199 5. Select the location where you want to install the 2X VDI Agent and click Next. Choosing the location where 2X VDI Agent will be installed. 6. Select the Custom as the Installation type. Select Installation type: Custom. Installing the 2X VDI Agent Manually 199

200 7. Select the 2X VDI Agent only, as shown in the figure below and click Next. Select only the 2X VDI Agent for installation. 8. To start the actual installation process, simply click Install. Starting the installation program. 9. Setup will copy the required files and will create the service on the machine. After finishing you will see the status screen. Installing the 2X VDI Agent Manually 200

201 Post-Installation status screen. After the installation is complete (remotely or manually), you should see the 2X VDI Agent service listed under Services on the server where the agent has been installed. The 2X VDI Agent Service Installing the 2X VDI Agent Manually 201

202 NOTE: The Virtual Desktop Hosts do not require configuration. The agent will collect the information required by the 2X Publishing Agent. The 2X VDI Agent will also forward the necessary information to the 2X Publishing Agent using the information collected. To ensure connectivity between the 2X Publishing Agent and the virtual host, after installing the 2X VDI Agent, go to Virtual Desktop Hosts tab make sure you add all the Virtual Desktop Hosts. Once you have finished this step, select a virtual host and click the Check Agent button. If the 2X Publishing Agent can communicate with the 2X VDI Agent running on the Virtual Desktop Host, you will receive this message: Checking for 2X VDI Agent on a Virtual Desktop Host. Installing the 2X VDI Agent Manually 202

203 INSTALLING THE 2X GATEWAY MANUALLY Before starting the installation procedure, please make sure that you are logged on with administrator rights, and that the system requirements are met. 1. Log on to the machine where the 2X Secure Client Gateway will be installed. 2. Run the 2X ApplicationServer setup program by double clicking on the 2XAppServer.msi file. A welcome dialog will appear. Close all other Windows programs and click Next. ApplicationServer Setup Program welcome screen. 2X Installing the 2X Gateway Manually 203

204 3. Accept the License Agreement and click Next The End-User License Agreement. 4. Select the location where you want to install the 2X Secure Client Gateway and click Next. Choosing the location where 2X Secure Client Gateway will be installed. Installing the 2X Gateway Manually 204

205 5. Select the Custom as the Installation type. Select Installation type: Custom. 6. Select the 2X Secure Client Gateway only, as shown in the figure below and click Next. Select only the 2X Secure Client Gateway for installation. Installing the 2X Gateway Manually 205

206 7. To start the actual installation process, click Install. Starting the installation program. 8. Setup will copy the required files and will create the service on the machine. After finishing you will see the Launch Configuration Utility screen. Post-Installation status screen. Installing the 2X Gateway Manually 206

207 After the installation is complete (remotely or manually), you should see the 2X Secure Client Gateway service listed under Services on the server where the service has been installed. The 2X Secure Client Gateway Service NOTE: ApplicationServer ver.8 gateways are automatically detected and can be pushed from the 2X Console. Publishing Agents can also be pushed from the 2X Console, but this is a procedure for creating a backup (slave) Publishing Agent. Installing the 2X Gateway Manually 207

208 INSTALLING THE 2X GUEST AGENT MANUALLY 2X Guest Agent System requirements Windows XP, Windows Vista, Windows7 and Linux. The same hardware requirements as specified by Microsoft when deploying a terminal services environment will apply. Installing the 2X Guest Agent Manually Before starting the installation procedure, please make sure that you are logged on with administrator rights, and that the system requirements are met. 1. Log on to the Virtual Guest. 2. Run the 2X ApplicationServer setup program by double clicking on the 2XAppServer.msi file. A welcome dialog will appear. 3. Close other Windows programs and click Next 2X ApplicationServer Setup Program welcome screen. Installing the 2X Guest Agent Manually 208

209 4. Accept the License Agreement and click Next The End-User License Agreement 5. Select the location where you want to install the 2X Guest Agent and click Next. Choosing the location where 2X Guest Agent will be installed Installing the 2X Guest Agent Manually 209

210 6. Select the Custom as the installation type. Select Installation type: custom. 7. Select the 2X Guest Agent only, as shown in the figure below and click Next. Select only the 2X Guest Agent Installing the 2X Guest Agent Manually 210

211 8. To start actual installation process, simply click Install. Starting the installation program. 9 Setup will copy the required files and will create the service on the machine. After finishing you will see the status screen. Post-Installation status screen. Installing the 2X Guest Agent Manually 211

212 After the installation is complete (remotely or manually), you should see the 2X Guest Agent service listed under Services on the guest where the service has been installed. The 2X Guest Agent Service Installing the 2X Guest Agent Manually 212

213 INSTALLING THE 2X PC AGENT MANUALLY 2X PC Agent System requirements Windows XP, Windows Vista, Windows7. The same hardware requirements as specified by Microsoft when deploying a terminal services environment will apply. Before starting the installation procedure, please make sure that you are logged on with administrator rights, and that the system requirements are met. Installing the 2X PC Agent Manually 1. Log on to the Remote PC. 2. Run the 2X ApplicationServer setup program by double clicking on the 2XAppServer.msi file. A welcome dialog will appear. 3. Close other Windows programs and click Next 2X ApplicationServer Setup Program welcome screen. Installing the 2X PC Agent Manually 213

214 4. Accept the License Agreement and click Next The End-User License Agreement 5. Select the location where you want to install the 2X PC Agent and click Next. Choosing the location where 2X PC Agent will be installed Installing the 2X PC Agent Manually 214

215 6. Select the Custom as the installation type. Select Installation type: custom. 7. Select the 2X PC Agent only, as shown in the figure below and click Next. Select only the 2X PC Agent Installing the 2X PC Agent Manually 215

216 8. To start actual installation process, simply click Install. Starting the installation program. 9. Setup will copy the required files and will create the service on the machine. After finishing you will see the status screen. Post-Installation status screen. Installing the 2X PC Agent Manually 216

217 After the installation is complete (remotely or manually), you should see the 2X PC Agent service listed under Services on the remote PC where the service has been installed. The 2X PC Agent Service Installing the 2X PC Agent Manually 217

218 2X ADDITIONAL UTILITIES 2XA Generator 2XA Generator is a command line utility to create 2xa files. 2xa files contains the required information to launch a published item. To use 2XA Generator, run 2XAGen.exe [c:\program Files\2X\APPLICATIONSERVER\2XAGen.exe] in a command prompt and pass the appropriate parameters. Figure 1-2XA Generator Parameters -h Displays the help message -v Displays the version number -s server Primary 2X Secure Client Gateway Server -p port 2X Secure Client Gateway Port -a application Application Name -u user User Name -pw password User's password -pc password User's password, saved as clear text -d domain Domain -ss server Secondary 2X Secure Client Gateway Server -pr parameters Application Parameters -o file Output file 2X Additional Utilities 218

219 2XA Generator Examples EXAMPLE 1: 2XAGen.exe -s "TSServer1" p 80 -a "Word" OUTPUT OF EXAMPLE 1: <App xmlns:dt="urn:schemas-microsoft-com:datatypes"> <Connection> <Port dt:dt="ui4">80</port> <PrimaryServer>TSServer1</PrimaryServer> </Connection> <Startup> <PublishedApp>Word</PublishedApp> </Startup> </App> EXAMPLE 2: 2XAGen -s "TSServer1" -p 80 -a "Word" -u "Testuser1" pc "mypassword" -d "mydomain" -ss "TSServer2" pr"c:\document.doc" -o word.2xa OUTPUT OF EXAMPLE 2: [content of word.2xa] <App xmlns:dt="urn:schemas-microsoft-com:datatypes"> <Connection> <Port dt:dt="ui4">80</port> <PrimaryServer>TSServer1</PrimaryServer> <SecondaryServer>TSServer2</SecondaryServer> </Connection> <Logon> <Passworddt:dt="bin.base64">nqLSKZch8PVBrG5l+Iq0qQ==</Pas sword> </Logon> <Startup> </Startup> </App> <Domain>mydomain</Domain> <User>Testuser1</User> <OverrideParams>C:\document.doc</OverrideParams> <PublishedApp>Word</PublishedApp> 2X Additional Utilities 219

220 FEATURES Listed below are just some of the features that are provided and supported using ApplicationServer (APPLICATIONSERVERAS). For a more detailed list, including screen shots, visit our website at 2X Client Managing 2X Client settings for all users on the network is a seamless and efficient process using 2X ApplicationServer. You can manage the 2X Client settings for all the users on the network that connect to any server currently in the Farm, directly from the management console. Universal Scanning With 2X Universal Scanning there is no need to install any scanner drivers on the server. Any application using TWAIN technology will be redirected to use hardware connected to the client device for scanning. New Publishing Wizard 2X ApplicationServer now incorporates a Publishing Wizard which will guide you through each step needed to setup Virtual Desktops, Published Applications and Published Desktops in the shortest amount of time possible. Application and Desktop Publishing 2X ApplicationServer allows you to publish particular applications installed on a terminal server to the desktop of any remote user. For example, you can tunnel an accounts package onto a user s local desktop without giving the user access to a full desktop or publish a full desktop as an application on the terminal server. Deepnet Unified Authentication Platform Deepnet Unified Authentication is a single integrated platform used for provisioning, managing and verifying all types of authentication, form-factors and user credentials. 2X ApplicationServer provides this two-factor authentication using SafeID, FlashID, MobileID, QuickID, GridID, SecureID (RSA), DigiPass (Vasco). Native RDP Connections Using the 2X ApplicationServer Client you can now connect to a machine running Microsoft Terminal Server using a Remote Desktop Protocol (RDP) connection. Administrators can easily configure desktop connections and publish applications using one tool. Embedded Desktops With your 2X ApplicationServer Client you can now use Embedded Desktops. This allows you to load a number of different Virtual Desktops inside one application. Switching between multiple desktops is as simple as clicking on a different tab. Multiple VDI Solutions 2X ApplicationServer now supports virtual desktops published from VMware, Sun VirtualBox, Microsoft Virtual Server, Microsoft Hyper-V, Virtual Iron, Parallels and Microsoft Terminal Server. Virtual desktops are load balanced over the available machines while automatically releasing unused resources. T 220

221 Seamless Integration with Local Desktop & Taskbar To the user the remote application appears exactly like a local application. Applications that are hosted remotely will automatically show up in the local task bar and/or on the desktop. If your users minimize a remote application, the application will minimize to the LOCAL taskbar. You can also copy and paste between local and remote applications as well. Greater Compatibility 2X ApplicationServer Console is compatible with Windows 2000 Server, Windows 2003 Server and Windows 2008 Server. This means you do not need to upgrade your entire infrastructure to the latest Windows Server platform if all you need is application publishing with Seamless Windows capabilities. Cross Platform Support 2X ApplicationServer is an RDP based Application Publishing solution that supports both Linux and Mac OS X clients, all with seamless Windows capabilities. Now it is easy to bring Windows applications to all your Linux and Mac desktops. 2X Secure Client Gateway Service 2X Secure Client Gateway tunnels all traffic needed by 2X applications on a single port. You need to open only one port on your firewall and the clients will be able to launch the published applications through the 2X Secure Client Gateway Service. Increased Terminal Services Performance During the login sequence, the user (using default settings) connection request is forwarded to the terminal server reporting the best performance index. This ensures that the users will never be connected to a terminal server that is using all its resources (CPU, memory, etc), optimizing user experience across the terminal server farm. Enhanced Security When used in SSL Gateway mode, the 2X LoadBalancer provides end-to-end SSL encryption to your terminal servers. This not only greatly enhances security but also gives you a firewall/proxy friendly solution with true SSL/HTTPS capabilities. Reconnection Capabilities When a session gets disconnected from one of the terminal servers and the user attempts to reconnect, the 2X LoadBalancer queries all terminal servers for a disconnected session from that particular user or IP address, then reconnects the user to the appropriate terminal server (some conditions apply). Universal Printing 2X ApplicationServer now incorporates a Universal Printer driver eliminating the need to manage and install printer drivers on your terminal server. The user can print either to their default printer (local) or have the document displayed in a PDF reader such as Acrobat Reader. Multiple Farms The 2X Client can now connect to multiple Farms simultaneously, allowing the use of Farms located worldwide and even within different organizations. Single Sign-On Single Sign-On is a module that automates the log-in process when connecting with the 2X Secure Client Gateway and terminal servers. Single Sign-On eliminates users having to manage and periodically change individual passwords to access applications and data. 2X Access Portal 2X AccessPortal allows users to launch published applications and desktops from multiple farms which are accessed through a web portal according to their filter settings. Multiple Monitor Support Display published applications and desktops on multiple monitors (up to 10) without the need to upgrade to Windows T 221

222 Additional Resources For more information about the installation and configuration of 2X Client, please refer to our 2XClient For Windows, 2XClient For Linux and 2XClient for Mac manuals located at T 222

223 TROUBLESHOOTING AND SUPPORT Introduction The troubleshooting chapter explains how you should go about resolving issues you may have. The main sources of information available to users are: Knowledgebase The manual most issues can be solved by reading and referring to the manual. The 2X support site accessible from the 2X website. It includes a knowledge base with the most frequently asked questions. Contacting the 2X support department by at Contacting our support department by telephone. 2X maintains a knowledgebase, which includes answers to most commonly asked problems. If you have a problem, please consult the knowledgebase first. The knowledgebase is continuously updated and contains the-most-up-to-date listings of support questions and patches. The knowledgebase can be found at Request Support via If you are unable to resolve your issue after using the knowledgebase and referring to this manual, please contact the 2X support department. Contact us via , and attach any references or examples of the issue you are experiencing. This will enable us to solve your issue quickly and efficiently. You may be asked to collect some information and you may be asked a number of questions. Please take your time to answer these questions accurately. Without the proper information it will not be possible to diagnose your problem. We will answer your inquiry within 24 hours or less, depending on your time zone. Request Support via Phone You can also contact 2X by phone for technical support. Please check our support website for the correct numbers to call, depending on where you are located, and for our hours of operation. T 223

224 ABOUT 2X ABOUT 2X 2X Software Ltd - 2X - is a company developing software for the booming server-based computing market. Thin client computing controls skyrocketing PC management costs, centralizes application and desktop management, improves security and performance and allows users to work remotely. The company s product line includes: 2X ApplicationServer for Windows Terminal Services, 2X ApplicationServer, 2X LoadBalancer for Terminal Services/Citrix and 2X ThinClientServer. 2X is a privately held company with offices in the USA, Germany, France, UK, Australia and Malta. Its management team is backed by years of experience in developing and selling network infrastructure software. 2X is a Microsoft, VMware, IBM and RedHat partner. For more information visit: All product and company names herein may be trademarks of their respective owners X Software Ltd. All rights reserved. The information contained in this document represents the current view of 2X on the issues discussed as of the date of publication. Because 2X must respond to changing market conditions, it should not be interpreted to be a commitment on the part of 2X, and 2X cannot guarantee the accuracy of any information presented after the date of publication. 2X MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. 2X, 2X ThinClientServer and 2X TerminalServer and their product logos are either registered trademarks or trademarks of 2X Software Ltd. in the United States and/or other countries. All product or company names mentioned herein may be the trademarks of their respective owners. 224 About 2X 2X ApplicationServer

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