Quest vworkspace 7.1 Microsoft RD Session Host/Terminal Server Quick Start Guide
2010 Quest Software, Inc. ALL RIGHTS RESERVED. Patents Pending. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Quest Software, Inc. The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document. If you have any questions regarding your potential use of this material, contact: Quest Software World Headquarters LEGAL Dept 5 Polaris Way Aliso Viejo, CA 92656 www.quest.com email: legal@quest.com Refer to our Web site for regional and international office information. Patents This product includes patent pending technology. Trademarks Quest, Quest Software, the Quest Software logo, AccessManager, ActiveRoles, Aelita, Akonix, Benchmark Factory, Big Brother, BridgeAccess, BridgeAutoEscalate, BridgeSearch, BridgeTrak, BusinessInsight, ChangeAuditor, CI Discovery, Defender, DeployDirector, Desktop Authority, Directory Analyzer, Directory Troubleshooter, DS Analyzer, DS Expert, Foglight, GPOADmin, Help Desk Authority, Imceda, IntelliProfile, InTrust, Invirtus, itoken, JClass, JProbe, LeccoTech, LiteSpeed, LiveReorg, LogADmin, MessageStats, Monosphere, NBSpool, NetBase, NetControl, Npulse, NetPro, PassGo, PerformaSure, Point, Click, Done!, Quest vtoolkit, Quest vworkspace, ReportADmin, RestoreADmin, ScriptLogic, SelfServiceADmin, SharePlex, Sitraka, SmartAlarm, Spotlight, SQL Navigator, SQL Watch, SQLab, Stat, StealthCollect, Storage Horizon, Tag and Follow, Toad, T.O.A.D., Toad World, vautomator, vconverter, vecoshell, VESI,vFoglight, vpackager, vranger, vspotlight, vstream, vtoad, Vintela, Virtual DBA, VizionCore, Vizioncore vautomation Suite, Vizioncore vessentials, Vizioncore vworkflow, WebDefender, Webthority, Xaffire, and XRT are trademarks and registered trademarks of Quest Software, Inc in the United States of America and other countries. Other trademarks and registered trademarks are property of their respective owners. Quest vworkspace Microsoft RD Session Host/Terminal Server Quick Start Guide Updated - April 2010 Software Version - 7.1.358
CONTENTS ABOUT THIS GUIDE............................. III CONVENTIONS.............................. III ABOUT QUEST SOFTWARE.......................... IV CONTACTING QUEST SOFTWARE................... IV CONTACTING QUEST SUPPORT.................... IV DOCUMENT FEEDBACK......................... IV OVERVIEW................................... 1 REQUIREMENTS................................ 1 BEST PRACTICES............................ 2 DOWNLOAD VWORKSPACE.......................... 2 ON THE CONNECTION BROKER....................... 4 INSTALL THE CONNECTION BROKER................. 4 ENTER CUSTOMER INFORMATION...................... 8 ON THE TERMINAL SERVER......................... 9 TERMINAL SERVER REQUIREMENTS................. 9 INSTALL THE TERMINAL SERVER ENHANCEMENTS.........12 CREATE A MANAGED APPLICATION.....................15 EVALUATION LICENSES............................19 ON THE PHYSICAL COMPUTER........................21 INSTALL THE VWORKSPACE CLIENT.................21 CONFIGURE VWORKSPACE APPPORTAL...............22 LAUNCH VWORKSPACE APPPORTAL.................27 i
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Microsoft RD Session Host/Terminal Server Quick Start Guide About This Guide This document has been prepared to assist you in becoming familiar with Quest vworkspace in an Microsoft RD Session Host/Terminal Server environment. The Microsoft RD Session Host/Terminal Server Quick Start Guide contains the information required to install and use vworkspace. It is intended for network administrators, consultants, analysts, and any other IT professionals using the product. Conventions In order to help you get the most out of this guide, we have used specific formatting conventions. These conventions apply to procedures, icons, keystrokes and cross-references: ELEMENT Select Bolded text Italic text Bold Italic text CONVENTION This word refers to actions such as choosing or highlighting various interface elements, such as files and radio buttons. Interface elements that appear in Quest Software products, such as menus and commands. Used for comments. Used for emphasis. Blue text Indicates a cross-reference. When viewed in Adobe Reader, this format can be used as a hyperlink. Used to highlight additional information pertinent to the process being described. Used to provide Best Practice information. A best practice details the recommended course of action for the best result. Used to highlight processes that should be performed with care. + A plus sign between two keystrokes means that you must press them at the same time. A pipe sign between elements means that you must select the elements in that particular sequence. 3
Quest vworkspace About Quest Software Now more than ever, organizations need to work smart and improve efficiency. Quest Software creates and supports smart systems management products helping our customers solve everyday IT challenges faster and easier. Visit www.quest.com for more information. Contacting Quest Software Email info@quest.com Mail Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656 USA Web site www.quest.com Refer to our Web site for regional and international office information. Contacting Quest Support Quest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to SupportLink, our self-service portal. Visit SupportLink at http://support.quest.com/. From SupportLink, you can do the following: Retrieve thousands of solutions from our online Knowledgebase Download the latest releases and service packs Create, update and review Support cases View the Global Support Guide for a detailed explanation of support programs, online services, contact information, and policy and procedures. The guide is available at: http://support.quest.com/. Document Feedback We would like to hear from you. Please e-mail any comments or suggestions about our documentation to pndocfeedback@quest.com. 4
Overview Quest vworkspace manages, provisions, and brokers connections, transforming the desktop infrastructure into an on-demand service with optimized user experience for LAN and WAN. Quest vworkspace delivers virtual applications and desktops from multiple hypervisors, Remote Desktop Session Hosts (Terminal Servers) and blade PCs through a single user access point and management center. This document describes the requirements and the installation and configuration steps to test Quest vworkspace in a Microsoft RD Session Host/Terminal Server environment. The following procedures are detailed: Download the Quest vworkspace Software Install the Connection Broker Enter Customer Information Terminal Server Requirements Install the vworkspace Terminal Server Enhancements Create a Managed Application Use Evaluation Licenses Install the vworkspace Client Configure AppPortal Use AppPortal to Connect to a Terminal Server Application Please note that this document is not a replacement for the vworkspace Administration Guide or other official documentation from the Quest Software Desktop Virtualization Group. This document serves to provide step by step instructions to start evaluating the features in Quest vworkspace. Moderate experience with Microsoft Windows Server 2003 is needed in order to properly create the related configuration tasks. Moderate experience with Quest vworkspace is recommended.
Quest vworkspace Requirements The following requirements are based upon the installation scenario depicted in this guide. Your actual system requirements may differ based upon your environment. For more information on supported system requirements, see vworkspace System Requirements. Review the following requirements prior to starting the installation and configuration process. Microsoft Windows 2003 SP2 server (Terminal Server) For performance reasons, it is strongly recommended to install the Microsoft Windows Server 2003 SP2 Terminal Server to a physical computer. However, for evaluation purposes, a virtual computer can be used. Microsoft Windows 2003 SP2 server (Connection Broker) This server is used to host the vworkspace Connection Broker. This computer can either be hosted on a virtualization platform or can be a physical server. Physical Microsoft Windows XP SP2 computer This computer is used as the client computer. Although a Microsoft Windows XP SP2 virtual computer can also be used as the client computer, this document assumes a physical Microsoft Windows XP SP2 computer as the client computer to enable an optimal evaluation experience. Active Directory Environment A user must be created in AD with a password to complete the steps detailed in this document. Best Practices Firewall Disable the Windows Firewall on all three computers in the Requirements section. Make sure that there is not a firewall between the physical computer, the Terminal Server, and the Connection Broker. If the firewall cannot be disabled, refer to the vworkspace Administration Guide for more information on the TCP ports associated with vworkspace. 2
Microsoft RD Session Host/Terminal Server Quick Start Guide Download vworkspace You can download vworkspace from the following web sites: http://vworkspace.com http://support.quest.com An account name and password is required to access downloads from both the Quest SupportLink and the Quest vworkspace web sites. The Quest vworkspace Download page provides links to the various vworkspace component categories. Only the current and one previous version of the vworkspace client are available for download. Use the following steps to download the vworkspace software from the Quest vworkspace web site. 1. Open www.vworkspace.com and click Download. 2. Enter you user credentials to login. 3. If you are not registered, click Not yet registered? Click here to register to download our products. 4. Once you have logged in, select Infrastructure Components. 5. Download vworkspace. 3
Quest vworkspace 6. Download the vworkspace Client by doing the following: a) Go back to the Downloads page at the vworkspace web site. b) Select vworkspace Clients. c) Download the MSI for vworkspace Client for Terminal Services and Hosted Desktops. A folder that contains the vworkspace Clients is part of the download of vworkspace. However, it is best to check the web site to ensure that you are using the latest version of the vworkspace client. Use the following steps to download the vworkspace software from the Quest SupportLink web site. 1. Enter the URL http://support.quest.com. 2. Enter your SupportLink logon information. If you do not have a user account, you can create one by selecting Register. 3. Click Product Downloads. 4. Enter vworkspace into the Product Name field, and then click Go. 4
Microsoft RD Session Host/Terminal Server Quick Start Guide 5. Select the version that you want to download from the Product Version section. 6. Click Logout when you have completed the process. Download and install any vworkspace updates, hotfixes, or maintenance releases that are applicable to your version of vworkspace. On the Connection Broker Install the Connection Broker 1. Copy the downloaded vworkspace to the Virtual computer. 2. Extract the vworkspace71 zip file. 3. Double-click start.exe from the extracted folder. 4. Click Install on the vworkspace home window. 5. Click Next on the InstallShield Wizard Welcome window. 6. Accept the terms, and then click Next on the License Agreement window. 7. Enter your user name and organization name, and then click Next. 5
Quest vworkspace 8. Select Connection Broker Service, and then click Next. 9. Click Install on the Ready to Install the Program window. 6
Microsoft RD Session Host/Terminal Server Quick Start Guide 10. Select the Install SQL Express Edition on the Management Database Setup window, and then click Next. 11. On the Management Database Configuration window: Enter and confirm the SA password. This password needs to meet the Microsoft password complexity policies. Review Microsoft documentation for complete information. The password needs to be at least eight characters long. The password cannot contain all or part of the account name of the user. The password contains characters from three of the following categories: Latin uppercase letters (A through Z) Latin lowercase letters (a through z) Base 10 digits (0 through 9) Non-alphanumeric characters such as a dollar sign ($) or a number sign (#). A suggested password that meets the criteria would be P@ssw0rd. Enter and confirm the vworkspace Login information. Click Next. The SQL Server Express edition is being installed. 7
Quest vworkspace 12. Click OK, and then click Next when the SQL Express installation is complete. 13. Click Next to add the Connection Broker to the Management Database. 14. Click OK when the Connection Broker is added successfully. 15. Click Finish to complete the installation. 8
Microsoft RD Session Host/Terminal Server Quick Start Guide Enter Customer Information 1. Open the vworkspace Management Console one of the following ways: The shortcut on the desktop. The Start menu, All Programs Quest Software vworkspace. 2. Click OK on the licensing dialog box. 3. Complete the Customer Information fields, and then click Save. Click Close. On the Terminal Server Terminal Server Requirements 1. Log on to the console of the server to ensure that Terminal Server is enabled. 2. Click the Start Menu, and then select Control Panel Add/Remove Software Windows Components. 9
Quest vworkspace 3. Scroll down to Terminal Server. A successful installation of Terminal Server looks like the window below. 4. If Terminal Server is not installed, check the Terminal Server check box. Click Yes on the Configuration Warning dialog box. 5. Click Next on the Terminal Server setup window. 6. Select Full Security on the Terminal Server Setup window, and then click Next. 10
Microsoft RD Session Host/Terminal Server Quick Start Guide 7. For evaluation purposes, select I will specify a license server within 120 days, and then click Next. Terminal Services in Windows Server 2003 requires a Terminal Server licensing server. Installing and configuring a Terminal Server licensing server is beyond the scope of this document. Refer to Microsoft guidelines for deploying Terminal Server. 8. Select the Terminal Server licensing mode corresponding to your Terminal Server client access licenses, and then click Next. 9. Click Finish to complete the Terminal Server setup. 10. Click Yes to reboot the server. This reboot is required. 11. For an optimal evaluation experience, add a user (or a domain group TS is a member of) to the Remote Desktop Users group of the Terminal Server by logging on to the Terminal Server as an domain administrator, Start Administrative Tools Computer Management. 12. Expand Local Users and Groups in the left pane, and select Groups. 11
Quest vworkspace 13. Select the Remote Desktop Users group by double-clicking it. 14. Click Add to add the user, and then click OK. 15. Click OK to close the dialog box. 16. Repeat this procedure for all other users or groups that need to log on to the Terminal Server. Install the Terminal Server Enhancements 1. Log on to the console of the Terminal Server as an administrator. 2. Copy vworkspace_install.zip to the Terminal Server. 3. Extract the vworkspace71 zip file. 4. Double-click start.exe from the extracted folder. 5. Click Install on the vworkspace home window. 6. Click Next on the Welcome window. 7. Accept the terms, and then click Next on the License Agreement window. 8. Enter your user name and organization name, and then click Next. 12
Microsoft RD Session Host/Terminal Server Quick Start Guide 9. Select Terminal Server Enhancements (Provision-IT) and Power Tools for Terminal Servers, and then click Next. 10. Click Install on the Ready to Install the Program window. 11. Select the Connect to an existing database on the Management Database Setup window, and then click Next. 13
Quest vworkspace 12. On the Management Database Configuration window: a) Enter the SQL Server Name. b) Enter the vworkspace Login password. c) Click Next. 13. Click OK when the database configuration is complete. 14. Click Next to add the Terminal Server to the Management Database. Do not click Skip. 14
Microsoft RD Session Host/Terminal Server Quick Start Guide 15. Click OK when the Terminal Server is added successfully. 16. Click Finish to complete the installation. 17. Reboot the Terminal Server, if prompted. Create a Managed Application 1. Open the vworkspace Management Console either from the Connection Broker or from the Terminal Server. 2. Expand Location, and then expand the location where the Terminal Server is located. 3. Select the Applications tab, and then click the green plus (+) sign. 4. Click Next on the Managed Application Wizard Welcome window. 5. Enter Terminal Server Desktop in the Name field on the Application Name window, and then click Next. 15
Quest vworkspace 6. Select Desktop on the Application Type window, and then click Next. 7. Select Terminal Server(s) as to where to Publish this application on, on the Publishing window. 16
Microsoft RD Session Host/Terminal Server Quick Start Guide 8. Select the Terminal Server or Terminal Servers on which to publish this application by selecting the appropriate check box, and then click Next. 9. Enter a Display Name on the Display Name window, and then click Next. 10. Click Next on the Icon window. 11. Click Next on the Desktop Integration window. 12. Select Disabled on the Graphics Acceleration window, and then click Next. 13. Select Enabled on the Enable/Disable window, and then click Next. 14. Click Next on the Workload Management window. 15. Click Next on the Application Restrictions window. 16. Click Next on the Virtual IP window. 17
Quest vworkspace 17. Select the blue plus (+) sign on the Client Assignments window. The Select Clients window opens. 18. Click the green plus (+) sign on the Select Clients window to add a client. The Add Client(s) window opens. 19. Select the Users tab on the Add Client(s) window, and then select the user. 20. Click OK to close the Add Client(s) window. 18
Microsoft RD Session Host/Terminal Server Quick Start Guide 21. Click OK on the Select Clients window. The user you selected should appear in the User section. 22. Click OK on the Select Folder(s) window. 23. Click Finish on the Permissions window. Evaluation Licenses 1. From the vworkspace Management Console, select File and then Licensing. 19
Quest vworkspace 2. Select Licenses in the left pane and then click Copy to Clipboard next to the VMAC field. Do not close this window. 3. Log on to www.vworkspace.com and click Login near the top-right to log in. 4. Enter your user credentials. If you are not registered, click Not yet registered? Click here to register to download our products. 5. Select Evaluation Licenses in the left pane, and complete the following information: a) Select vworkspace Enterprise Edition (TS or VDI) as the product. b) Paste the VMAC that was copied into the MAC Address field. If it is not on the clipboard, go back to the vworkspace Management Console and copy it again. c) Enter No in the Extended License field. This enables you to generate a five user evaluation license for 30 days. 20
Microsoft RD Session Host/Terminal Server Quick Start Guide d) If you need a longer evaluation period, select Yes and contact a systems consultant in your region. If you do not know who to contact, e-mail sales.vworkspace@quest.com. e) Click Generate Licenses. 6. Copy the license key to the clipboard, to a text file, or write it down. Note that the license key is case sensitive. 7. Go back to the vworkspace Management Console, Licensing window, and click Add License. 8. Enter the license key (by pasting it from the clipboard, for example) acquired in two steps back and click OK. Note that the license key is case sensitive. 9. Click OK to continue. The Licensing window appears. 10. Click Close on the Licensing window after you review the new license and the expiration date. On the Physical Computer Install the vworkspace Client 1. Copy the VASClient32.exe you obtained from the vworkspace web site to the physical computer. Double-click VASClient32.exe to start installation. 2. Select Next on the vworkspace Client Install Shield Wizard window. 3. Read and select to accept the terms in the license agreement, and then click Next. 4. Enter your user name and organization, and then click Next. 21
Quest vworkspace 5. Click Next on the Destination Folder window. 6. Click Next on the Credentials Pass-Through window. 7. Select Create AppPortal Shortcut on the Desktop, and then click Next. 8. Click Install to start the installation. 9. Click Finish on the InstallShield Wizard Completed window. 10. If prompted, select Yes on the Installer Information window to restart your system. 22
Microsoft RD Session Host/Terminal Server Quick Start Guide Configure vworkspace AppPortal 1. Open the AppPortal by doing one of the following: a) Click on the AppPortal icon on the desktop. b) Select Start All Programs Quest Software vworkspace Client AppPortal. 2. Select Click here to add a new connection under Farms to configure AppPortal to connect to the Connection Broker. vworkspace allows for automatic configuration of vworkspace Clients. This is beyond the scope of this document. Please refer to the vworkspace Administration Guide for more information. 3. Click Next on the Select Farm window. 23
Quest vworkspace 4. Select Allow me to manually specify all configuration parameters on the Configuration Source window, and then click Next. 5. Select vworkspace Connection Broker as the type of connection broker on the Farm Type window, and then click Next. 24
Microsoft RD Session Host/Terminal Server Quick Start Guide 6. Enter 8080 into the TCP Port and click Add to add the Connection Broker. Click Next to continue. 25
Quest vworkspace 7. Select Use the default from the system internet settings as the Proxy Server for Location on the Firewall/Proxy Traversal window, and then click Next. 8. Select Use the following credentials but leave the other fields blank, and then click Next. 9. Select Full Screen, True Color (24 bit), and Span multiple monitors when in full screen mode on the Display window, and then click Next. 26
Microsoft RD Session Host/Terminal Server Quick Start Guide 10. Select the following on the Local Resources window, and then click Next. Remote computer sound - Bring to Local Computer Keyboard - On the local computer Local devices - Disk drives, Printers, Clipboard, Universal Printers, Microphone 11. Select LAN (10 Mbps or higher), and any other options as appropriate on the User Experience window, and then click Next. 12. Click Next on the Password Management window. 13. Click Next on the Desktop Integration window. 14. Click Finish on the Auto-Launch window. 27
Quest vworkspace Launch vworkspace AppPortal 1. Open the AppPortal. 2. Select New Farm 1 to establish a connection to the vworkspace farm you created. 3. Enter the User Credentials for the user you created, and then click OK. 4. If necessary, expand My Applications to view the Terminal Server Desktop to launch and connect to the Terminal Server desktop. 28