REQUIREMENTS AND INSTALLATION OF THE NEFSIS DEDICATED SERVER

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1 NEFSIS TRAINING SERIES Nefsis Dedicated Server version XXX Requirements and Implementation Guide (Rev ) REQUIREMENTS AND INSTALLATION OF THE NEFSIS DEDICATED SERVER

2 Nefsis Training Series Nefsis. All Rights Reserved 9350 Waxie Way Suite 100 San Diego, CA 92123

3 Table of Contents Hardware Requirements... 3 Server hardware... 3 Virtualization environments... 3 Network Requirements... 3 Overview... 4 Designing the server placement... 4 Preparing the server(s) for deployment... 5 Installing the server... 5 Using custom URLs... 6 What next?... 7 Creating Nefsis accounts... 7 Methods to enter a conference... 8 Alternative method for hosting or entering a conference... 8 Deployment diagrams

4 Hardware Requirements This document covers the requirements and steps for installing the Nefsis Dedicated Server in a customer s datacenter. The requirements and installation process is final but it is subject to change. Server hardware Intel Core2Duo 3.0GHz or comparable 2GB RAM available for each Nefsis server component (APS & VCS) 4GB hard drive space Windows Server 2003 or Windows Server 2008 Dot NET Framework 3.5 installed with the latest updates 2 static IP addresses Virtualization environments One dedicated CPU 2GB RAM available for Nefsis server components (APS & VCS) 4GB hard drive space for each Nefsis server component (APS & VCS) Windows Server 2003 SP3 or Windows Server 2008 Dot NET Framework 3.5 installed with the latest updates 2 static IP addresses - One for each Nefsis server component (APS & VCS) Note: Organizations can split the APS and VCS components onto separate servers as an option. In that scenario, each server can use their existing IP address providing there are no existing web servers (IIS or Apache) running in Windows. Network Requirements Below are the requirements for setting up a Nefsis Dedicated Server. For internal meetings where all users are located behind the corporate firewall, we recommend the server have at least 10 Mbps of upstream and downstream bandwidth to all participants. For meetings where there are a mix of users, some behind the firewall and others connecting over the Internet, we recommend at least 6 Mbps of upstream bandwidth to the Internet users. TIP: Higher Internet bandwidth is preferred If possible, open TCP port 22, 23, 80, 443, 1270 and to the VCS. 3

5 For best performance, increase TCP traffic priority for network traffic on TCP port 22, 23, 1270 or Do not turn on the deep packet inspection feature on the firewall. The deep packet inspection feature will affect network performance and the quality of conferences. Disable the content filter feature on security devices to all Nefsis Dedicated Servers. Overview The information below will guide you in preparing for and running the Nefsis Dedicated server installation. There are two components associated with the Nefsis Dedicated server: 1. The Access Point Server (APS). The APS allow users to view their Nefsis contact list and sending meeting invites. 2. The Virtual Conferencing Server (VCS). The VCS is the central point where conferences are hosted when active. Users who join conferences will connect to a VCS. Note: The two Nefsis server components (APS and VCS) can reside on a single Windows Server machine or spilt between two or more Windows Servers. Designing the server placement Please refer to the images at the end of this article for options on locating the Nefsis Deployment Server. The options are, 1. Placing the servers behind corporate firewall, 2. In a DMZ configured to use transparent mode, 3. Co-location your server or on a leased server from any Internet hosting company. 4

6 Preparing the server(s) for deployment The server(s) assigned as Nefsis Dedicated Servers should have all the necessary Microsoft updates applied. The network adapter(s) should be configured for the highest link speed and full duplex (100Mbps Full Duplex at a minimum.) Ensure that no applications are running that could cause a port binding conflict with either service. An example of a conflicting application would be IIS and Apache web server. The following TCP ports are required by each service for proper function. APS: 80 (HTTP) and 443 (HTTPS) traffic. VCS: 22 (Telnet), 23 (SSH), 80 (HTTP), 443 (HTTPS), 1270 (Opsman), (unregistered). Note: The TCP port the VCS listens on. Each service will need to bind to a unique, static IP address. You may use 2 network adapters or a single adapter with two IP addresses assigned to it. Installing the server Download the dedicated server installer from the link your account manager provided to you. To begin the installing, launch this installer. Please ensure that you have your deployment key readily available during the installation process. Steps: 1. Begin installation. 2. Select components to be installed. a. APS b. VCS c. Both 3. Select an installation location for the files. We strongly encourage using the default installation path. 4. Use a descriptive name for the deployment. This should be the name of the company or division. 5. Copy and paste your deployment key into the appropriate edit box. 5

7 6. Configure the IP address settings for the components you selected. The top combo box lists only IP addresses that are currently detected in the Windows network configuration. You may also specify an additional IP address for the server. If you are using Network Address Translation to map a public IP on your firewall to an internal IP address then input the public IP address here. 7. Install or select an SSL certificate (Optional). The certificate must exist in the Computer certificate store in the Personal folder. 8. Complete the installation. Caveats: Installations on Windows Server 2008 may require that the HTTP service is restarted in order to properly bind to the correct IP addresses. This can be done by either restarting the server or typing the following into a command prompt: a. net stop http b. net start http The APS and VCS services will require an internet connection in order to communicate with the Nefsis database. Please ensure that the servers are capable of accessing the internet without proxy authentication or content filtering or your installation may be unusable. Using custom URLs Customers can use a custom sub-domain when using the Nefsis Dedicated Server. For example, if your company name is Widget Inc, you can choose to use a custom domain widget.nefsis.com. In this example, Nefsis will resolve the name to the IP address of your VCS. Steps to modifying your custom URL for a Nefsis dedicate server 1. Log into the Nefsis portal using the owner account associated with the dedicated server. 2. Click the My Personal Page link on the left side bar menu. 3. Click on the URL tab. 4. Enter your preferred domain in the Domain name field. 6

8 What next? Testing and using your Nefsis Dedicated server Once the Nefsis dedicated server is set up, login into your dedicated portal with the owner account associated with your Nefsis Dedicated server. How to log into your Nefsis Portal 1. Open your web browser and visit your Nefsis portal (see the section titled Custom URL). Note: A predefined link to your Nefsis Portal is in the that was sent to you when you applied for the Nefsis Dedicated Server product. If you do not have that information, please contact customerare@nefsis.com to request a copy of the link. 2. Enter the login name and password associated with your Nefsis Dedicated server. Creating Nefsis accounts Any user who wants to start and host a Nefsis conference must have an account on the Nefsis system. Below are the steps to create new Nefsis accounts in Nefsis. 1. Log into the Nefsis.com website or the web portal assigned to your organization, 2. Click the Add account link, 3. Enter the information. Note: The required fields are, a. address, b. Password, c. Screen name, d. First name, 7

9 e. Last name. 4. Click on Save changes to create the account, 5. After the account is created, the new user will need to validate the account by clicking on a custom link in the confirmation send to the user s address. If you do not want your users to receive the confirmation , please inform your account manager for other account creation options. Link to download the Nefsis Presence client (optional) Methods to enter a conference After logging into the Nefsis, you can host conference on your Nefsis Dedicated server using the options located on the left side bar menu. The options are, 1. Click the Enter personal meeting room link located in the left side navigation menu (fastest method for entering a conference room). 2. Click Start quick conference, complete the information and select Start Now. 3. Click Schedule conference and complete the necessary information. 4. Click Join existing conference if you know the conference ID. Note: You will enter a conference if you have an IP route to your Nefsis VCS. Alternative method for hosting or entering a conference The alternatively method for hosting or entering a conference is to use the Nefsis Presence client. The Nefsis Presence client is a Windows application used for managing conferences and contacts. Below are the steps for using the Nefsis Presence client. 8

10 1. Start the Nefsis client. 2. Ensure that you are logged out of the client and the Login interface is visible. 3. Click on the Connection settings link button below the Login button. 4. Select Use locally installed Nefsis. 5. Enter the IP address of the APS server you installed. 6. Click on OK. 9

11 Deployment diagrams Option 1 - Placing the Nefsis server behind a corporate firewall. Option 2 Nefsis servers in a DMZ (transparent mode only) Option 3 Co-locating servers or using leased server from an Internet hosting company. 10

12 Option 1 Placing the Nefsis server behind a corporate firewall NOTE: You can use one Windows Server with two IP addresses or split the APS and VCS on two dedicated Windows Servers. 11

13 Option 2 Nefsis servers in a DMZ set for Transparent mode NOTE: 1. You can use one Windows Server with two IP addresses or split the APS and VCS on two dedicated Windows Servers. 2. Nefsis does not currently support NAT. 12

14 Option 3 Co-locating servers or using leased server from an Internet hosting company. NOTE: You can use one Windows Server with two IP addresses or split the APS and VCS on two dedicated Windows Servers. 13

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