Administrators Guide. Wyse Device Manager Release Issue: PN: Rev. N

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1 Administrators Guide Wyse Device Manager Release Issue: PN: Rev. N

2 Copyright Notices 2012, Wyse Technology Inc. All rights reserved. This manual and the software and firmware described in it are copyrighted. You may not reproduce, transmit, transcribe, store in a retrieval system, or translate into any language or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual or otherwise, any part of this publication without express written permission. End User License Agreement ( License ) A copy of the Wyse Technology End User License Agreement is included in the software and provided for your reference only. The License at as of the purchase date is the controlling licensing agreement. By copying, using, or installing the software or the product, you agree to be bound by those terms. Trademarks The Wyse and PocketCloud logos and Wyse and PocketCloud are trademarks of Wyse Technology Inc. Other product names mentioned herein are for identification purposes only and may be trademarks and/or registered trademarks of their respective companies. Specifications subject to change without notice. Restricted Rights Legend You acknowledge that the Software is of U.S. origin. You agree to comply with all applicable international and national laws that apply to the Software, including the U.S. Export Administration Regulations, as well as end-user, end-use and country destination restrictions issued by U.S. and other governments. For additional information on exporting the Software, see Ordering Information For availability, pricing, and ordering information in the United States and Canada, call GET-WYSE ( ) or visit us at wyse.com. In all other countries, contact your sales representative.

3 Contents 1 Introduction 1 About this Guide 2 Finding the Information You Need in this Guide 2 Wyse Technical Support 2 Related Documentation and Services 2 Wyse Online Community 2 2 Getting Started 3 Getting to Know the Administrator Console 3 Using Right-Click Menus 4 About WDM Wizards 6 Using WDM Toolbar Icons 7 Device Manager Icons 7 Package Manager Icons 8 Update Manager Icons 8 Report Manager Icons 8 Configuration Manager Icons 8 Understanding Your WDM Licensing 9 Knowing Your WDM Version 9 Some Important Initial Considerations 10 3 Device Manager 11 Managing Devices 11 Creating a Device Filter 15 Editing a Device Filter 15 Deleting a Device Filter 15 Searching for a Device with Find Device in View and Quick Find 16 Using Find Device in View 16 Using Quick Find 17 Viewing Device Details 19 About Adding Devices 22 Adding Devices Using Dynamic Discovery 23 Adding Devices Manually 24 Changing Device Properties 25 Changing Basic Device Information 25 Changing Network Properties 26 Actions Supported by WDM for ThreadX Devices 27 Remotely Shadowing Devices 29 Creating and Viewing Log Files 30 Using the Package Distribution Wizard to Schedule a Package for Distribution 31 Using the Remote Task Manager to View Applications, Processes, and Performance for a Device 33

4 iv Contents 4 Package Manager 35 Managing WDM Packages 35 Register a Package from a Script File (.RSP) 39 Register an Image from a Device (Requires PXE) 40 Register a Configuration from a Device 41 Registering a Configuration from Wyse Devices Running Wyse Enhanced SUSE Linux Enterprise or Linux v6.x 41 Registering a Configuration from Wyse Devices Running Windows CE 42 Build and Register a CE Image Plus Add-ons (CE Bundled Image) 44 Building and Registering a ThreadX Package 46 Registering an Image from a Device Using WISard 48 Registering an Image from a Device Using WISard: Initial Setup and Use 48 Registering an Image from a Device Using WISard: After Initial Setup 50 Registering an Image from a Device Using Merlin 51 Registering an Image from a Device Using Merlin: Initial Setup and Use 51 Registering an Image from a Device Using Merlin: After Initial Setup 53 Viewing the Details of a Registered WDM Package 55 Viewing and Changing the Script of a Registered WDM Package 56 Exporting the Script of a Registered WDM Package 57 5 Update Manager 59 Managing the Schedules for Device Updates 59 Scheduling Device Updates Using the Package Distribution Wizard 63 Scheduling Device Updates Using the Drag-and-Drop Method 65 Scheduling Device Updates Using the Automatic Distribution Method (Assigning a Default Device Configuration) 66 Changing a Scheduled Device Update for a WDM Package 66 WDM Enterprise Edition Only: Scheduling a Remote Repository Synchronization 68 Configuring an Automatic Synchronization 68 Manually Scheduling a Synchronization (Using the Remote Software Repository Synchronization Wizard) 69 WDM Enterprise Edition Only: Changing a Remote Software Repository Synchronization 71 6 Report Manager 73 Creating and Managing Reports 73 Log Reports 76 Device Listings 77 Package Distribution Reports 78 Client Package Reports 79 Installed Software Reports 80 Client Down Time Reports 82 Installation Details Report 83 Component Details Report 84 Package Synchronization Reports 85 Package Synchronization History Reports 86 Unsynchronized Packages Reports 87 Orphaned Package Reports 88 7 Configuration Manager 89 Managing WDM Configuration Settings and Preferences 89 Managing Group Types 90 Creating Custom Group Types 90 Editing Custom Group Types 90 Deleting Custom Group Types 90

5 Contents v Managing Views 91 Creating Views 91 Editing Views 92 Deleting Views 92 Using Advanced View Configuration Options 93 Managing Default Device Configurations 94 Creating and Assigning Default Device Configurations 94 Editing Default Device Configurations 97 Deleting Default Device Configurations 97 Viewing the Summary of a Default Device Configuration 97 Managing Licenses and Certificates 99 Managing WDM Sales Keys 99 Viewing Sales Key Details 99 Adding Sales Keys 99 Upgrading to an Enterprise Sales Key 100 Deleting WDM Sales Keys 100 Configuring Preferences 101 Device Manager Preferences 101 Logging Preferences 104 Service Preferences 106 DHCP/TFTP Preferences 109 Scheduling Preferences 110 Subnet Preferences 112 Wyse Thin OS Preferences 113 Understanding WDM Repositories 114 WDM Enterprise Edition Only: Managing Software Repositories 114 Registering Remote Software Repositories 115 Editing Software Repositories 117 Deleting Software Repositories 117 Managing Networks 118 Managing Subnets 118 Adding Subnets to WDM Manually 118 Editing Subnets 119 Deleting Subnets 119 Managing IP Ranges 120 Adding IP Ranges to WDM Manually 120 Editing IP Ranges 121 Deleting IP Ranges 121 Managing User Permissions 122 Adding Users from Local Computer Accounts 122 Adding Users and Groups from Active Directory 123 Editing User Permissions 124 Deleting Users 124 Using WDM Utilities 125 Importing IP Range Data from Files 125 Required Format for Importing IP Range Data from Files 126 Importing Subnet Data from Files 126 Required Format for Importing Subnet Data from Files 127 Importing Software Repository Data 128 Required Format for Importing Software Repository Data from Files 129 Importing Device Settings Data from Files 130 Required Format for Importing Device Settings from Files 130 Generating Diagnostic Reports 131 Using the Certificate Expiration Tracker 132 Viewing Certificate Information in the Certificate Expiration Tracker 132 Adding a Certificate to the Expiration Tracker 133 Editing a Certificate in the Expiration Tracker 133

6 vi Contents A Licensing and Sales Keys 135 About WDM Sales Key Activation 135 WDM Workgroup Edition 135 WDM Enterprise Edition 135 Activating Your Sales Key 136 B Working with Groups and Views 139 Understanding Groups Types and Views 139 Understanding the Show Empty Custom Group Folders Option 140 Assigning Devices to Groups 141 Moving Devices Across Custom Groups 142 Creating Views: A Working Example 143 C Upgrading WDM Agents 145 Using the Auto-Agent Upgrade Feature 145 Upgrading Older WDM Agents Selectively 147 Understanding WDM Agent Error Codes 148 File Transfer Protocol (FTP) Error Codes 148 Windows Sockets Error Codes 151 D About WDM Security 153 Importing Certificates on Devices 153 Using Secure Communication (HTTPS) 156 HTTPS Communication Initiated by HAgent 156 HTTPS Communication Initiated by the WDM Administrator Console 157 Determining the Port Number 157 Determining the Protocol 157 E WDM ScriptBuilder Tool and Scripting Language 159 Using WDM Scripting Language 159 Using the WDM ScriptBuilder Tool 160 Creating a New WDM Script Package 160 Editing a New WDM Script Package 161 Reviewing a New WDM Script Package 161 Understanding the WDM Package Structure 161 Optional Arguments and HKEY_CURRENT_USER 162 Understanding the Script File Structure 162 Version 164 BootFloppy= 164 Category= 164 Command= 164 DeployedSW= 164 Description= 164 Image= 164 ImageSize= 165 Number= 165 OS= 165 Use_PXE= 165 Use_Remote= 165 Script 166 Append File 166 Confirm Disk Free Space 166 Confirm File Version 167 Confirm Image 168 Confirm Minimum RAM Size 168

7 Contents vii Confirm Operating System 169 Confirm User 170 Delete File 170 Delete Registry Branch 171 Delete Registry Value 171 Delete Tree 172 End Lockout 172 Execute on Device 173 Get File 174 Get Registry 174 Get Registry Value 175 Local Pause 176 Lockout User 176 Merge Registry 177 Query User 178 Reboot 179 Send File 179 Set Device Information 180 Set Network Information 181 Set Profile 183 Set Registry Value 184 Shutdown 185 Synch Time 186 Wake On LAN 187 X Copy 187 F WDM Mass Imaging Tool and Device Imaging 189 Using the WDM Mass Imaging Tool 189 Prerequisites 189 Procedures 190 Using Device Imaging in WDM 191 PXE Based Imaging 191 PXE Request Routing 191 Installing and Configuring DHCP 191 Deploying an Image Package 192 About the Imaging Process 193 Non-PXE Based Imaging (Wyse ThinOS Boot Agent) 194 Configuring the WDM URLs from the Wyse ThinOS Boot Agent Desktop 194 Configuring the DHCP Server 195 Configuring Service Location Records in the DNS Server 199 Configuring a WDM Server Host Name in the DNS Server 201 Deploying the Image Using Merlin in Non-PXE Based imaging 202 Non-PXE Based Imaging (Merlin Boot Agent) 203 Raw Imaging for SUSE Linux: How to Register a SUSE Linux Raw Image in WDM 204 G Autogenic Imaging 205 Quick Overview: What You Will Do 205 Detailed Procedures 206 Case 1: Performing the Downloading and Imaging Processes Separately 209 Case 2: Performing the Downloading and Imaging Processes Together 211 Autogenic Imaging Technical Details 211 Update Manager (Autogenic Imaging Technical Details) 211 WDM (Autogenic Imaging Technical Details) 212

8 viii Contents H Troubleshooting 213 WDM Installation Failure 214 Server Non-Secure Mode Warning Message 214 Problem with WDM Upgrade Installation 214 Default Device Configurations not Working Properly with Wyse WintermTM 1 series Thin Clients 215 Remote Shadowing Problems 215 Setting the Correct Logging Levels 215 Viewing Service Logs Example 215 Changing the IP Address of the WDM Server 216 Problems with Repository Test Connection in IIS Problems with Attaching Database 217 Problems with Discovering Devices 218 Problems with Discovering PXE Devices 218 Package Errors 218 Problem With HServer Init Requests in IIS Wake on LAN Command Does Not Reach Remote Devices 220 Problem in Repository Installation in IIS 7.0 in HTTP Mode 220 Problem with Merlin Imaging in Windows Server Recovering Dead Devices 221 Converting a WISard Image to Merlin 222 Error Messages after Uninstalling WDM 223 Tables 225

9 1 Introduction Wyse Device Manager TM (WDM) software is the premier enterprise solution for managing network intelligent devices simply, remotely, and securely. It enables IT professionals to easily organize, upgrade, control, and support thousands of devices running Microsoft Windows XP Embedded, Microsoft Windows CE, Wyse Enhanced Microsoft Windows Embedded Standard 2009, Wyse Enhanced Microsoft Windows Embedded Standard 7, Wyse Enhanced SUSE Linux Enterprise, Wyse ThinOS, Wyse Xenith, or ThreadX across any LAN, WAN, or wireless network. WDM software uses industry standard communication protocols and a component-based architecture to efficiently manage your network devices. Its intuitive, simple, and powerful user interface is built to operate as a standard snap-in to the Microsoft Management Console (MMC). From one simple to use console, WDM allows you to manage all of your network devices easily and quickly. Note For information on configuring WDM to securely manage your Wyse cloud clients and zero clients (with general guidance and specific instructions on configuring WDM and Wyse devices for secure management), refer to Wyse Knowledge Base Solution #22428 (go to the Wyse Knowledge Base at and search for 22428).

10 2 Chapter 1 About this Guide This guide is intended for administrators of the WDM system. It provides information and detailed system configurations to help you design and manage a WDM environment. Depending on the installation of WDM you are running (WDM Workgroup Edition or WDM Enterprise Edition), some sections of the guide may not be relevant to you and are marked as such (for example, WDM Enterprise Edition Only). This guide is intended for experienced network administrators and Information Technology professionals who have installed and configured Windows operating systems and applications. Finding the Information You Need in this Guide You can use either the Search window or Find toolbar to locate a word, series of words, or partial word in an active PDF document. For detailed information on using these features, refer to the Help in your PDF reader. Wyse Technical Support To access Wyse technical resources, visit If you still have questions, you can submit your questions using the Wyse Self-Service Center at or call Customer Support at WYSE (toll free in U.S. and Canada). Hours of operation are from 6:00 A.M. to 5:00 P.M. Pacific Time, Monday through Friday. To access international support, visit Related Documentation and Services Wyse Device Manager features can found in the Wyse Device Manager Datasheet. It is available on the Wyse Web site at: Installation Guide: Wyse Device Manager TM provides the step-by-step instructions you need to install and configure a WDM environment. It also includes the requirements you must address before you begin the installation procedures. Wyse Cloud Software is available on the Wyse Web site at: Wyse Online Community Wyse maintains an online community where users of our products can seek and exchange information on user forums. Visit the Wyse Online Community forums at:

11 2 Getting Started This chapter provides a brief overview of the functional areas within the WDM Administrator Console. It also provides important information on the general features of the system to help you quickly get started as a WDM administrator. Getting to Know the Administrator Console This section contains an overview of the areas and tools that comprise the WDM Administrator Console (details on each item in the Administrator Console are provided in their respective chapters of this guide). The WDM Administrator Console is a snap-in to the Microsoft Management Console (MMC). It allows you to quickly view important information about the WDM system, and helps you to easily perform all of the device-management duties that are required to run and maintain your WDM environment. Figure 1 WDM Administrator Console (expanded view - click +) The tree pane of the Administrator Console contains several functional managers (nodes). Each of these managers has a set of automated tools that help you to perform your administrator duties and daily activities in that functional area: Device Manager - View and manage the devices within your WDM environment (see "Device Manager"). Package Manager - View and manage the WDM packages (images, configurations, and so on) which can be distributed to WDM devices (see "Package Manager").

12 4 Chapter 2 Update Manager - View and manage the schedules for WDM package distribution to WDM devices, and the schedules for synchronizations between Remote Repositories and the Master Repository (see "Update Manager"). Report Manager - Create and view the WDM reports (see "Report Manager"). Configuration Manager - Configure your WDM system preferences and environment designs so that WDM meets your specific needs (see "Configuration Manager"). The top of the details pane of the Administrator Console contains various task command icons and features, and a listing of the items contained in the selected node or folder of the tree pane. For example, you can open a folder named Finance in which you have placed a View you have created to display all of the devices in your finance department. The bottom of the details pane of the Administrator Console contains details and task options for the items listed in the top of the details pane. For example, if you select a device listed in your finance department, the bottom of the details pane provides tabs (General Info, Hardware Info, Network Info, Application Info, Deployed Package, Log History, Custom Info, Disk Details, and Remote Sessions) that contain information on the various details of the device. To view the information you want about the device, click the appropriate tab. Tip The panes of the Administrator Console allow you to drag-and-drop items for easy task performance. Using Right-Click Menus WDM right-click menus provide easy access to get things done throughout the system. You can right-click on an item or simply right-click the details pane of the Administrator Console to display the menu of available tasks you can do. Figure 2 Right-click menu examples Along with specific tasks for each specific functional area (for example, creating a new report in the Reports Manager), notable right-click menu items that are generally available in all functional areas include: All Tasks - Provides easy to follow wizards (see "About WDM Wizards"). Refresh - Refreshes the current view displayed in a functional manager (for example, right-clicking in the details pane of the Device Manager and selecting Refresh will refresh the view of the details pane). Export List - Exports the displayed list in the details pane to a.txt or.csv file for use (for example, export a list of WDM packages for scheduling purposes).

13 Getting Started 5 View - Customizes the look and feel of the Administrator Console. Arrange Icons and Line Up Icons - Organize the icons on the details pane. Help - Provides context sensitive help for the area in which you are working. Tip Beyond these notable right-click menu items, other right-click menu items exist in each functional area to allow you to perform specific tasks in that specific functional area. For example, right-clicking a device in the details pane of the Device Manager and selecting Refresh Device Information will request that the device send its latest information, such as the IP Address, device name, installed applications, and so on; right-clicking a device in the details pane of the Device Manager and selecting Get Logs allows you to create log files that you can view (right-click a device in the details pane of the Device Manager and select View Log to select the log file you want to view). Figure 3 Creating and Viewing Log Files

14 6 Chapter 2 About WDM Wizards WDM provides easy to follow wizards for just about everything you need to do. You can quickly open a list of wizards (from which you can select) to help you get things done from any of the WDM managers in the tree pane of the Administrator Console. For example, you can right-click Device Manager, and then select All Tasks > Run Wizard to open the list of wizards available for use. Figure 4 Right-click menu examples WDM wizards available for use include: View Wizard Package Wizard Package Distribution Wizard Software Repository Sychronization Wizard Report Wizard License Key Wizard

15 Getting Started 7 Using WDM Toolbar Icons Although WDM right-click menus provide easy access to get things done throughout the system, each functional manager also provides WDM icons for use within that functional area (each has a pop-up description for easy identification in the Administrator Console). Tip The Help icon (?) provides context sensitive help from all functional managers. Device Manager Icons Standard toolbar Device Manager icons include (in order from left to right): Figure 5 Device Manager - Standard Toolbar icons Run a Wizard - Run one of the supported wizards available in the system. Change the View - Change the View to the available View you want. Create a New View - Create a customized View. Find Devices - Discovers the devices in your environment according to your selections. Manually Add a Device - Manually add the devices you want. Find Device in View - Determine the View (path) in which the particular devices you want to find are located. The Device Manager also includes the Device Manager Quick-Access toolbar (just above the details pane) containing frequently used Device Manager tools. Icons include (in order from left to right): Figure 6 Device Manager - Quick-Access Toolbar icons Refresh Device Information Manually Add a Device Remote Shadow Change Device Information Reboot Shut Down Wake On LAN Change Network Information Get Device Configuration Get Device Images (Requires PXE) Execute Command Delete Devices Create Device Filter

16 8 Chapter 2 Package Manager Icons Standard toolbar Package Manager icons include (in order from left to right): Figure 7 Package Manager - Standard Toolbar icons Run a Wizard - Run one of the supported wizards available in the system. Update Manager Icons Standard toolbar Update Manager icons include (in order from left to right): Figure 8 Update Manager - Standard Toolbar icons Run a Wizard - Run one of the supported wizards available in the system. Scheduled Packages - Manage your scheduled WDM packages for devices. Software Repository Synchronization - Initiate the Software Repository Synchronization process. Report Manager Icons Standard toolbar Report Manager icons include (in order from left to right): Figure 9 Report Manager - Standard Toolbar icons Run a Wizard - Run one of the supported wizards available in the system. Create New Report - Create one of the supported reports available in the system. System Log Archive - Export the archived records you want to a.txt or.csv file for use. Configuration Manager Icons Standard toolbar Report Manager icons include: Figure 10 Configuration Manager - Standard Toolbar icons Run a Wizard - Run one of the supported wizards available in the system.

17 Getting Started 9 Understanding Your WDM Licensing It is important for you to become familiar with the licensing requirements for your WDM installation ("WDM Workgroup Edition" or "WDM Enterprise Edition"). Although you have 30 days (from installation) in which to activate your WDM Sales Key (after 30 days you cannot use WDM until you do activate it), it is highly recommended to do so at this time (if you have not already done so). Tip To ensure your Sales Key is activated, see "Activating Your Sales Key." Knowing Your WDM Version To display the WDM version and build number (as well as all installed hotfixes), right-click Wyse Device Manager (in the tree pane of the Administrator Console), and then select About Wyse Device Manager. Tip You can also click System Info to open the System Information window to view System Summary, Hardware Resources, Components, and Software Environment details. Figure 11 About Wyse Device Manager

18 10 Chapter 2 Some Important Initial Considerations Before you begin using WDM, some initial considerations include: Additional Administrators - Adding the administrators you need ensures that you have the backup personnel necessary. It is recommended to add at least one backup administrator account (see "Managing User Permissions"). Additional Sales Keys - Depending on your scale of deployment, you may require additional licensing requirements. WDM allows you to easily add Sales Keys as needed (see "Managing WDM Sales Keys"). System Design - WDM installation provides you with the necessary components you need to begin adding devices to your WDM system. However, it is best practice to be sure you have the subnets and repositories you want in your WDM system before you begin adding devices to your WDM system. Although you can add subnets and repositories at any time, getting your WDM design set up before your initial use can provide more convenience. For information on adding subnets, see "Managing Subnets." For information on adding repositories, see "WDM Enterprise Edition Only: Managing Software Repositories."

19 3 Device Manager This chapter describes how to perform routine device management tasks using the Administrator Console. It provides information on managing the devices within your WDM environment. Managing Devices Clicking Device Manager in the tree pane of the WDM Administrator Console opens the Device Manager. The Device Manager allows you to quickly view and manage the devices within your WDM environment (see Table 1). It also allows you to easily display the devices you want by using the filtering and customizing features available. Figure 12 Device Manager (expanded view - click +) After selecting the devices you want (you can use CTRL+Click or SHIFT+Click to select multiple devices), you can then begin performing your tasks. Tip For information on using available icons to perform Device Manager tasks, see "Device Manager Icons." For information on setting your Device Manager preferences (device check-in, upgrade, and discovery), see "Device Manager Preferences."

20 12 Chapter 3 Table 1 provides a quick overview of what you can do using the Device Manager. Table 1 Routine Device Manager Tasks Tasks You Can Do How Details Select a View (defaults or one that you created) to use with Device Manager so you can quickly find the devices you want. Create a Device Filter to use with Device Manager so you can quickly find the devices you want. Search for the devices that you want to use with Device Manager. View device details of your selected devices. Add a device to the system using Dynamic Discovery. Add a device to the system manually. Change basic device information (device name, location, and so on). In the tree pane of the Administrator Console, right-click Device Manager and select Switch View to open and use the Select Current Manager View dialog box. In the tree pane of the Administrator Console, right-click Device Manager and select Create Device Filter to open and use the Filter Devices dialog box. To determine the View (path) in which the particular devices you want to find are located, right-click Device Manager, and then select Find Device in View to open and use the Find Device in View dialog box. To quickly find the particular devices you want, right-click any device name in the details pane, and then select Quick Find to open and use the Quick Find dialog box. Click the device details tab you want. Have WDM discover the devices automatically using the Find Devices dialog box. Right-click Device Manager, and then select New > Device to open and use the Add a Device dialog box. Select the devices you want, right-click the selection, and then select Change Device Information to open and use the Change Client Information dialog box. After creating Views according to your device Group Types, Networks, and so on, selecting a Current Manager View makes it easy to view the devices you want (see "Managing Views"). "Creating a Device Filter." "Searching for a Device with Find Device in View and Quick Find." See also "Device Manager Icons." TIP: Use the search tool best suited for your environment and needs. "Viewing Device Details." TIP: To set your preferences for device check-in, upgrade, and discovery, see "Device Manager Preferences." "Viewing Device Details" and "Adding Devices Using Dynamic Discovery" (also see "Configuring Preferences"). "Viewing Device Details" and "Adding Devices Manually." "Changing Basic Device Information."

21 Device Manager 13 Table 1 Routine Device Manager Tasks, Continued Tasks You Can Do How Details Change device network information (IP Address, DNS Server, and so on). Configure the available device settings for a ThreadX device. Pull the reference configuration from a device so that it can be cloned across the installation (Only used for Wyse devices running Wyse Enhanced SUSE Linux Enterprise or Windows CE). Remotely shadow a device (to view and control a device remotely). Use WISard to pull the reference image from a device so that it can be cloned across the installation. Use Merlin to pull the reference image from a device so that it can be cloned across the installation. Execute a DOS command on a device. Create and view log files. Shut down devices. Select the devices you want, right-click the selection, and then select Change Network Information to open and use the Change Client Network Settings dialog box. Right-click the ThreadX device you want, and then select ThreadX Device Settings to open and use the ThreadX Device Information window. Right-click the supported device you want and select Device Configuration to open and use the Package Wizard. Right-click the device you want, and then select Remote Shadow to open and use the VNC Authentication dialog box. Right-click the device you want and select Get Device Image to open and use the Package Wizard. Right-click the device you want and select Get Device Image to open and use the Package Wizard. Right-click the device you want, and then select Execute Command to open and use the Execute dialog box. Right-click a device in the details pane of the Device Manager and select Get Logs to open and use the Create Log File dialog box. To view a log file, right-click a device in the details pane of the Device Manager and select View Log to open and use the View Logs dialog box. Select the devices you want, right-click the selection, and then select Shut Down. "Changing Network Properties." "Actions Supported by WDM for ThreadX Devices." "Register a Configuration from a Device." "Remotely Shadowing Devices." "Registering an Image from a Device Using WISard: After Initial Setup." "Registering an Image from a Device Using Merlin: After Initial Setup." You can type executable commands for a given device (if the executable is not in the path of the device, you must provide a fully qualified path). "Creating and Viewing Log Files."

22 14 Chapter 3 Table 1 Routine Device Manager Tasks, Continued Tasks You Can Do How Details Reboot devices. Wake devices. Delete a Device from the system. Use the Package Distribution Wizard to schedule a package for distribution. Use the Remote Task Manager to view Applications, Processes, and Performance for any selected device. Select the devices you want, right-click the selection, and then select Reboot. Select the devices you want, right-click the selection, and then select Wake On LAN. Select the devices you want (you can use CTRL+Click or SHIFT+Click to select multiple devices), right-click the selected devices, select Delete Device, and then confirm the deletion. Select the devices you want (you can use CTRL+Click or SHIFT+Click to select multiple devices), right-click the selected devices, select Package Distribution Wizard to open and use the Package Distribution Wizard. Select the single device you want, right-click the selected device, select Remote Task Manager to open and use the Remote Task Manager. CAUTION: If a device has been removed from a network before deleting a scheduled update for that device, the scheduled update may remain in a status of in-progress indefinitely. Before you delete a device, be sure there is no update scheduled for that device (in the tree pane of the Administrator Console, expand Update Manager and click Scheduled Packages to view any scheduled and in-progress device updates in the details pane). "Using the Package Distribution Wizard to Schedule a Package for Distribution" "Using the Remote Task Manager to View Applications, Processes, and Performance for a Device"

23 Device Manager 15 Creating a Device Filter Creating a Device Filter to use with Device Manager helps you to quickly find the devices you want. 1. In the tree pane of the Administrator Console, right-click Device Manager and select Create Device Filter to open the Filter Devices dialog box. Figure 13 Device Filter 2. Use the following guidelines when creating the filter: Select the item you want in the Column Name list to display the Relation selections available for that Column Name. After selecting the item in the Relation list you want, you may need to enter a Value and be able to use the Case Sensitive Filter check box (depending on the item you selected). After you configure your item, you can add your item (click Add) to the Filter pane. When adding more than one item, you can use either the And option or the Or option before adding your item (click Add) to the Filter pane. To remove an item from the Filter pane, click Undo. 3. After completing your criteria, click OK to create the filter for use. Tip To use the Device Filter, right-click Device Manager, and then select Find Devices to display the devices that match your filter criteria. Editing a Device Filter In the tree pane of the Administrator Console, right-click Device Manager, and then select Edit Device Filter to open and use the Filter Devices dialog box. Deleting a Device Filter In the tree pane of the Administrator Console, right-click Device Manager, click Remove Device Filter.

24 16 Chapter 3 Searching for a Device with Find Device in View and Quick Find While you can use either of the WDM search tools to find the devices you want, use the search tool best suited for your environment and needs as follows: Find Device in View - Useful in multi-view environments to determine the View (path) in which the particular devices you want to find are located (see "Using Find Device in View"). Quick Find - Useful in single-view environments to quickly find the particular devices you want (see "Using Quick Find"). Using Find Device in View In the tree pane of the Administrator Console, right-click Device Manager, and then select Find Device in View to open the Find Device in View dialog box displaying a list of all the devices in the view and the view path next to each device. Tip You can also use the Find Device in View icon to open the dialog box. Figure 14 Find Device in View Search You can use the Search Filter box (enter your text) and Search Property box (select a property) to filter and find the devices you want.

25 Device Manager 17 Using Quick Find Right-click any device name in the Device Manager view and select Quick Find to open and use the Quick Find dialog box. Figure 15 Quick Find Search Tip Only devices in the currently displayed view can be searched. Use the following guidelines when searching: Search for Options - There are two options for the Search for box: Enter a search term, for example, ABC. Select a search term used previously from the drop-down menu. Your last 20 searches are displayed in this list. Wildcards - You can use wildcards in the Search for box. Enter an asterisk (*) at the beginning, the end, or both the beginning and end of an entry to represent additional characters. Select Column to Search Options - Allows you to search for your entry in all displayed columns or a specific column only. Single Page Search and Match Case Options - Use these check boxes to restrict your search to a single page or to consider the case of the letters in the Search for box. Direction of Your Search - Use Previous or Next to determine the direction of your search. Click Next to search forward from the top of each page to the bottom and from that page to the following page. Click Previous to search backward from the bottom of each page to the top and from that page to the previous page. Stop a Search - Click Stop Searching during a search. Results - When the search finds a device, the row that represents the device is highlighted in the Device Manager window (you can then use Previous or Next to find additional results). If your search produces no matches, the Device not found message appears.

26 18 Chapter 3 Figure 16 Successful Search Results Tip Searching across pages is much slower than searching the same number of devices when they are all displayed on a single page. To improve search performance, increase the number of devices displayed per page and enable the Single Page Search feature in the Quick Find dialog box. To increase the number of devices displayed on a page, use the Device Manager Preferences window, as shown in Figure 17. Figure 17 Devices Displayed on a Single Page

27 Device Manager 19 Viewing Device Details The General Info tab is displayed in the bottom of the details pane by default. It displays the status of the Write Filter for devices running the Windows XPe operating system. For devices running other operating systems, the Write Filter status displays Not Available. Figure 18 General Info tab The Hardware Info tab displays the detailed hardware information, including the partition details of the disk from which the OS is booted and boot agent information for the device. Figure 19 Hardware Info tab The Network Info tab displays the detailed network information for the selected device, including the communication details between different components of WDM. Figure 20 Network Info tab The Application Info tab displays the list of the applications installed on the device. Figure 21 Application Info tab

28 20 Chapter 3 The Deployed Package tab displays the list of all WDM packages distributed to the device. Figure 22 Deployed Package tab The Log History tab displays the list of all logs corresponding to WDM package distribution for the selected device. Figure 23 Log History tab The Custom Info tab displays all custom information (location, contact, and so on) for the selected device. Figure 24 Custom Info tab The Disk Details tab displays the list of all disks including their partition details existing in the selected device. NOTE: Disk Details are available only for devices that run HAgent version or later. Figure 25 Disk Details tab

29 Device Manager 21 The Remote Sessions tab displays all remote information (connection type, connection name, server name, and so on) for the selected device. Figure 26 Remote Sessions tab

30 22 Chapter 3 About Adding Devices Adding devices to the WDM system is the process by which WDM becomes aware of (discovers) the devices in your network, and stores information about them in the WDM Database (after device information is stored in the database, you can use WDM to manage a device). Devices then begin regular check-ins. At check-in time, the WDM Agent provides the Web Service with device information such as device name, hardware information (such as platform, flash size, memory, CPU, asset number, serial number), Network Information (such as WINS, DNS, IP address, Domain Name, subnet), Image Number, etc. The WDM sequence of discovery is as follows: 1. DNS Hostname - (Dynamic Discovery) Allows devices to use the DNS Hostname lookup method to discover a WDM Server (see "Configuring a WDM Server Host Name in the DNS Server"). 2. DNS SRV Record Lookup - (Dynamic Discovery) Allows devices to use the DNS SRV record lookup method to discover a WDM Server (see "Configuring Service Location Records in the DNS Server"). 3. DHCP Option Tags - (Dynamic Discovery) Allows devices to use DHCP option tags to discover a WDM Server (see "Configuring the DHCP Server"). 4. Manual Discovery from Device Manager (Using Find Devices) - (Manual Discovery) If no Dynamic Discovery method is used, you can use the Find Devices dialog box to discover devices from WDM (WDM Agents will respond to the server discovery by storing the discovered Web Server IP address and port and begin regular check-ins). You can add devices to WDM either by: Having WDM Discover the Devices Using Dynamic Discovery - Using Dynamic Discovery, the WDM Agent checks-in periodically with the WDM Web Service. This form of check-in is based on pull communications because the WDM Agent initiates communications. For more information on using WDM to discover devices, see "Adding Devices Using Dynamic Discovery." Manually Adding Devices Yourself - When adding devices manually, you instruct WDM to discover devices on command. This method uses push communications because the WDM Server initiates the operation. When you select this method of adding devices, you can specify whether to add devices through a UDP broadcast or through a TCP connection to every device within a subnet or an IP Range setting. For more information on manually adding devices to WDM, see "Adding Devices Manually." Tip After devices register themselves with WDM the first time, their subsequent discovery behavior can be restricted by WDM (using your preferences) to ensure that unauthorized servers cannot take control of your devices. For information on using the Preferences dialog box after your devices are found, see "Configuring Preferences."

31 Device Manager 23 Adding Devices Using Dynamic Discovery If you enabled the Auto-Agent Upgrade preference (see "Device Manager Preferences"), WDM will start updating older WDM Agents it finds in newly discovered devices. Depending on the size of your network and the number of devices, this process could take some time. Once WDM updates a device to the WDM Agent, the device is aware of the WDM Web Service and can start periodic check-ins using Dynamic Discovery. If you have new devices that come with the WDM Agent pre-installed, you must link the WDM Agent on the devices to the WDM Web Service. Once the link is established, the devices will check-in periodically using Dynamic Discovery. Use the following guidelines when discovering devices with the Device Manager: 1. In the tree pane of the Administrator Console, click the Find Devices icon to open the Find Devices dialog box. 2. Using the Find Devices dialog box, select whether to discover devices by subnet or IP range. 3. (Optional) To discover devices by IP range: Click the IP Ranges option. From the Network List pane, select either individual IP ranges (use SHIFT or CTRL to select multiple subnets) or all IP ranges by clicking Select All (the maximum number of ranges that can be selected at any given time for discovery is 100). 4. (Optional) To discover devices by subnet: Click the Subnets option. If you enabled the Show Subnet Hierarchy preference (see "Subnet Preferences") and you want to select a subnet hierarchy level to find devices, select a subnet hierarchy level from the Network Hierarchy pane. The corresponding broadcast addresses for the subnets in the hierarchy will be displayed on the Network List pane. If you did not enable the Show Subnet Hierarchy preference, continue with the next step. From the Network List pane, select either individual broadcast addresses (use SHIFT or CTRL to select multiple subnets) or all broadcast addresses by clicking Select All (the maximum number of subnets that can be selected at any given time for discovery is 50). 5. Click OK. WDM will begin discovering the devices according to your selections. The details pane will display both the newly discovered devices along with devices that have been discovered previously.

32 24 Chapter 3 Adding Devices Manually WDM also allows you to manually add devices to the WDM Database (for example, in cases where technical issues prevent you from discovering a device that is otherwise operating normally, or in cases where the operating system of a device has become corrupt and the device does not operate normally). Use the following guidelines when adding devices manually: 1. In the tree pane of the Administrator Console, right-click Device Manager, and then select New > Device to open the Add a Device dialog box. Figure 27 Add a Device 2. Use the following guidelines: Name - Machine name of the device as you want it to be displayed in the Device Manager. MAC Address - Media Access Control (MAC) address of the device, which uniquely identifies the device on the network. Be sure to enter the MAC address accurately or WDM will not be able to communicate with the device. IP Address - Internet Protocol address of the device. This identifies the device on a TCP/IP network. Network messages are routed to the device based on the IP address. Media Size - Enter the flash memory size of the device in megabytes (for example, 32, 48, 96, and so on). Operating System - Installed operating system of the device. Platform - Hardware platform for the device. Callisto-2 - Select this if the device is a Callisto-2 device. Subnet - The subnet for the device. Imaging Via PXE - Select this if the device is capable of being imaged by WDM (the device supports the Preboot EXecute Environment). 3. After completing your configurations click OK. The newly added device will be displayed in the details pane. If you have created a View corresponding to any of the device group type characteristics, the device will be automatically incorporated into the appropriate View.

33 Device Manager 25 Changing Device Properties Device Properties consist of basic properties and network properties. You can change basic properties by using the procedures in "Changing Basic Device Information." You can change the network properties by using the procedures in "Changing Network Properties." Changing Basic Device Information Caution This section is not applicable to ThreadX devices. 1. Switch to the View containing the devices you want to change. 2. Select the devices you want to change, right-click the selection, and then select Change Device Information to open the Change Device Information dialog box. Figure 28 Change Device Information 3. Use the following guidelines: Computer Name - Enter a descriptive name for the computer (or range of computers, if you selected multiple devices). Range Starting Value - If you selected multiple devices, an incremental number will be appended to the name of each device. Enter the starting number for the range of devices. Location - Enter a descriptive location where the device or devices reside. For example, San Jose headquarters, 2nd floor. Contact - Enter the name of the person who can serve as a contact for the device or devices in the range. Custom1, Custom2, Custom3 - Enter any additional information that you want to maintain along with the device or group of devices (asset tracking data, a service date, a date of acquisition, or any other information that is useful to you). 4. Depending on whether or not you want to reboot the device or devices automatically after changing the information (devices are updated only after a reboot) select or clear Reboot Device Immediately (be aware that if you select to reboot immediately, users will not be notified that the device will be rebooted). Note that Write Filter devices ignore this option and will reboot immediately. 5. Click OK to open the details pane displaying the newly updated device information after the devices have rebooted and checked-in.

34 26 Chapter 3 Changing Network Properties 1. Switch to the View containing the devices you want to change. 2. Select the devices you want to change, right-click the selection, and then select Change Network Information to open the Change Device Network Settings dialog box. Figure 29 Change Device Network Settings 3. Depending on whether or not you want to assign a static IP Address for the selected devices, complete one of the following: If no, select Obtain an IP Address automatically and continue with the next step. If yes, select Use the following IP Address and complete the boxes in the IP Address section. Tip For IP Address section - If you selected multiple devices in step 2, the IP Address you enter will be the starting address for the range of addresses that will include all of the devices you selected. All ranges must fall within a Class C subnet. If a group of devices are assigned a range of IP Addresses that would cross a Class C, WDM issues an error message blocking the operation. 4. Depending on whether or not you want to assign a static DNS Server Address for the selected devices, complete one of the following: If no, select Obtain DNS Server Address Automatically and continue with the next step. If yes, select Use the following DNS Server Addresses and complete the boxes in the DNS Server Address section. Tip CE devices cannot have static DNS Server Addresses if their IP Address is assigned by DHCP. 5. If you want to add a Domain Name as a suffix to the device names for the selected devices, enter the Domain Name in the Domain box (for example, if you were to add as a suffix the Domain Name DFW1.WyseTechnology.com to a device named Device1, the result would be: Device1.DFW1.WyseTechnology.com).

35 Device Manager Depending on whether or not you want to assign a static WINS Server Address for the selected devices, complete one of the following: If no, select Obtain WINS Server Address Automatically and continue with the next step. If yes, select Use the following WINS Server Addresses and complete the boxes in the WINS Server Address section. Tip CE devices cannot have static WINS Server Addresses if their IP Address is assigned by DHCP. 7. Depending on whether or not you want to reboot the device or devices automatically after updating the information (devices are updated only after a reboot) select or clear Reboot Device Immediately (be aware that if you select to reboot immediately, users will not be notified that the device will be rebooted). Note that Write Filter devices ignore Reboot Device Immediately and will reboot. 8. Click OK. The details pane will display the newly updated network information after the devices have rebooted and checked-in. Actions Supported by WDM for ThreadX Devices Use the following guidelines. Configuration Settings - WDM supports the following configurations on the device side: Label settings Time Zone settings Video settings Global settings for RDP VMware View settings Figure 30 ThreadX Device Settings menu options You can configure the available device settings for a device by right-clicking a ThreadX device and selecting the ThreadX Device Settings menu option to open and use the ThreadX Device Information window. Tip You can also configure the available device settings for multiple devices by right-clicking the devices you want in the list of devices and selecting the

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