VMwre Horizon Mirge We Mnger Guide Horizon Mirge 4.3 This document supports the version of ech product listed nd supports ll susequent versions until the document is replced y new edition. To check for more recent editions of this document, see http://www.vmwre.com/support/pus. EN-001278-02
VMwre Horizon Mirge We Mnger Guide You cn find the most up-to-dte technicl documenttion on the VMwre We site t: http://www.vmwre.com/support/ The VMwre We site lso provides the ltest product updtes. If you hve comments out this documenttion, sumit your feedck to: docfeedck@vmwre.com Copyright 2009 2013 VMwre, Inc. All rights reserved. Copyright nd trdemrk informtion. VMwre, Inc. 3401 Hillview Ave. Plo Alto, CA 94304 www.vmwre.com 2 VMwre, Inc.
Contents Aout the Horizon Mirge We Mnger Guide 5 1 Aout the Horizon Mirge We Mnger 7 Instll the We Mnger 7 Access the We Mnger 7 2 Accessing the We Mnger s Help Desk Role 9 Serching for Devices 9 Working with Device Informtion 11 3 Accessing the We Mnger s Protection Mnger 19 Using the We Mnger Generl Serch Function 20 Monitor Device Processes with the Dshord 24 Working with Uplod Policies 26 Working with CVD Collections 30 Mnging Collection Devices 48 Working with Storge Volumes 49 Working with Reports 50 Index 53 VMwre, Inc. 3
VMwre Horizon Mirge We Mnger Guide 4 VMwre, Inc.
Aout the Horizon Mirge We Mnger Guide The Horizon Mirge We Mnger Guide provides informtion out how to use the Horizon Mirge We Mnger. With the Horizon Mirge We Mnger, IT help-desk personnel nd the protection mnger user role cn ssist Mirge client users to resolve endpoint prolems nd to protect the Mirge user devices from further potentil prolems. Intended Audience This informtion is intended for IT help desk users to resolve endpoint issues. It is lso intended for the Horizon Mirge Protection Mnger user to protect the Mirge client endpoints. VMwre, Inc. 5
VMwre Horizon Mirge We Mnger Guide 6 VMwre, Inc.
Aout the Horizon Mirge We 1 Mnger IT help-desk users cn use the VMwre Horizon Mirge We Mnger to respond to service queries, nd the Protection Mnger user cn use the We Mnger to ensure tht user devices re protected. This chpter includes the following topics: Instll the We Mnger, on pge 7 Access the We Mnger, on pge 7 Instll the We Mnger You instll the Horizon Mirge We Mnger using the We Mnger MSI file provided in the instlltion pckge. The We Mnger cn e viewed using Chrome, Firefox, IE 9 nd IE 10. Cookies nd JvScript must e enled. Prerequisites The Horizon Mirge We Mnger must e instlled on Windows server with IIS 7 or lter nd.net Frmework 4. Mke sure tht your IE 9 rowser supports JvScript nd Cookies on n intrnet environment. 1 Doule-click the We Mnger MSI file to strt the instlltion. 2 When prompted, provide the pth to the instlltion loction. 3 Complete the instlltion. Access the We Mnger You must log in ech time you open the ppliction. The We Mnger is used y the following Horizon Mirge users: VMwre, Inc. 7
VMwre Horizon Mirge We Mnger Guide Tle 1 1. We Mnger User Roles Role Help Desk role Protection Mnger role The Help Desk role provides informtion out the Mirge client user device to respond to service queries. Access with the Help Desk role displys the Quick Serch. See Chpter 2, Accessing the We Mnger s Help Desk Role, on pge 9. Ts for serching for device informtion nd users re ville in the left-side pnel. The Protection Mnger role provides detiled informtion of the Mirge system. The Protection Mnger enles the Protection Mnger user to updte the Mirge system to protect Mirge end-user devices. Access with the Protection Mnger displys the Dshord window. See Chpter 3, Accessing the We Mnger s Protection Mnger, on pge 19. Ts re ville in the left-side pnel to llow nvigting etween the Dshord nd other options such s Policies, Collections, Volumes, nd Reports. The We Mnger user roles re ssigned y the Horizon Mirge Mngement console. For more informtion out the Mirge users nd roles, see the VMwre Horizon Mirge Administrtor's Guide. 1 Go to http://wemngerserver/horizonmirge where WeMngerServer is the DNS nme or IP ddress of the server where the Horizon Mirge We Mnger is instlled. 2 Type your user nme nd pssword. Include the domin in your user nme if your compny requires it. 3 (l) Select the Rememer Me check ox to disply the user nme t login. 4 Click Login. After logging in, the Select User nd Device window ppers for help desk users, where you perform quick serch for devices. The Dshord window ppers for Protection Mnger users, where you cn view the current Mirge conditions. Wht to do next If you re help-desk user, continue to serch for device. See Serching for Devices, on pge 9. If you re Protection Mnger user, continue to nlyze device processes in the Dshord. See Monitor Device Processes with the Dshord, on pge 24. 8 VMwre, Inc.
Accessing the We Mnger s 2 Help Desk Role The Horizon Mirge We Mnger Help Desk provides IT help desk personnel with informtion to ssist Mirge client users with service queries. The We Mnger Help Desk provides quick serch for device or n dvnced serch for refined serch for device. When device is found, device informtion is displyed so tht the IT help desk personnel cn dvise the Mirge client user or esclte the prolem to the Protection Mnger. Serching for Devices on pge 9 After logging in, the Select User nd Device window ppers, where you perform quick serch for devices either y typing the device nme or the user nme for which you wnt to view ction history. If needed, you cn go on to generte n expnded list of cndidte devices using n dvnced serch. Working with Device Informtion on pge 11 After you select device through quick serch or dvnced serch, the Device History nd Informtion window ppers where you cn view informtion out the device. Serching for Devices After logging in, the Select User nd Device window ppers, where you perform quick serch for devices either y typing the device nme or the user nme for which you wnt to view ction history. If needed, you cn go on to generte n expnded list of cndidte devices using n dvnced serch. Perform Quick Serch After logging in, the Select User nd Device window ppers, where you perform quick serch for devices for which you wnt to view ction history. You cn then select device immeditely, or from n expnded list of cndidte devices in the dvnced serch. 1 In the Serch text ox of the Select User nd Device window, type chrcter string tht the user nme or device includes. The string must contin t lest two chrcters, which cn occur nywhere in the nme. If you press Enter without typing nything in the Serch text ox, the full list of ll the users nd devices in the system ppers. A quick serch list of up to four user nmes nd their corresponding devices ppers. If user nme is ssocited with more thn one device, ll the devices re listed for tht user nme. 2 If the user nd device tht you wnt is in the quick serch list, click its device link. VMwre, Inc. 9
VMwre Horizon Mirge We Mnger Guide 3 If the user nd device you wnt is not in the list nd you wnt to see more results, do the following: Point to the Serch text ox nd press Enter. A list of ll user or device nmes tht mtch the serch string ppers in the Advnced Serch window serch results. If you scroll pst the fourth result in the list, the focus returns to the Serch text ox. Locte the nme tht you wnt in the list nd press Enter. 4 To perform new quick serch, click the Plus icon in the left-side pnel nd repet steps 1 through 3. Wht to do next If you selected to perform n extended serch, continue the procedure s descried for dvnced serch. See Perform n Advnced Serch, on pge 10. After you select device, you cn view its ction history in the Device History nd Informtion window. See Working with Device Informtion, on pge 11. Perform n Advnced Serch If you did not select device from the quick serch results nd sked for more results, the Advnced Serch window serch results window ppers showing the full results of the string serch, or ll users nd devices in the system if no string ws specified. You cn now select user nd device, or refine the dvnced serch further. An dvnced serch serches simultneously for Usernme, Device Nme, Device ID nd CVD ID insted of only Usernme nd Device Nme in the quick serch. The results of n dvnced serch replce existing quick serch results. You cn sort serch results for ny column nme y clicking the column heder. When sort is y User Nme, the defult, devices re grouped in the list with their ssocited users. When the list is sorted y Device, user nmes re grouped with their ssocited device. 1 Type the serch string for the dvnced serch in the text ox t the top-right of the window, in the sme wy s for quick serch. The results pper immeditely. In n dvnced serch, you cn specify nested serch sed on two serch strings y seprting the individul strings in the text ox with spce. For exmple: Typing s ti serches for s or ti in usernmes or device nmes. Typing usernme, spce, device nme, identifies specific usernme nd device nme. 2 You cn perform nother dvnced serch. Click the Plus icon in the left-side pnel. In the Select User or Device window (quick serch), press Enter without typing nything. In the Advnced Serch window, type the new dvnced serch string. Wht to do next After you select device, you cn view its ction history in the Device History nd Informtion window. See Working with Device Informtion, on pge 11. 10 VMwre, Inc.
Chpter 2 Accessing the We Mnger s Help Desk Role Working with Device Informtion After you select device through quick serch or dvnced serch, the Device History nd Informtion window ppers where you cn view informtion out the device. The Device History nd Informtion window shows the following informtion out the history of ctions on selected devices. Left-side pnel of Selected Device ts lists the devices you selected in serch opertions. You cn serch nd select ny numer of devices in session. Right-side pnel shows informtion out device indicted y Selected Device t selection. The device informtion is ville in two views: View Grid View Lists the device ction history in grid form. See Grid View, on pge 12. Timeline View Displys the device ction history s timeline. See Timeline View, on pge 15. View Selected Device Informtion nd Action History Ech time you select user nd device from serch, Selected Device t is creted in the left-side pnel, which you cn use to view the device informtion nd ction history, nd nvigte etween devices selected during the session. The Selected Device ts remin ville until they re closed. You cn perform dditionl ctions on ny selected devices, including the current device, even while process is ctive on it. For more informtion out ctions, see Perform Actions on Device in the Grid View, on pge 14. A red tringle in the ottom-right of the t indictes n ctive process on device. You cn view more informtion out tsks currently running on device. See View Currently Running Tsks, on pge 13. 1 Select device. Ech Selected Device t shows the following informtion: User of the device, for exmple, C1 Associted device nmes in tooltip when pointing to device icon. The t summrizes multiple devices for one user. The device which is the current focus, or the lst focus for n inctive t, is shown in lue circle. The nme of tht device ppers under the user nme, for exmple, T4. 2 View device's ction history. Single device in the t Multiple devices in the t Click the Selected Device t. Click the device symol on the t. When selected, the t ckground ecomes white nd the device symol ecomes highlighted. VMwre, Inc. 11
VMwre Horizon Mirge We Mnger Guide 3 Close t y pointing in the top-right of the t nd clicking the X tht ppers. A red tringle in the ottom-right of the t indictes n ctive process. 4 Allow the ctive process to finish or click OK t the prompt to cncel it. Wht to do next You see the device informtion nd ction history initilly in the Grid view. You cn lternte etween the Grid view nd Timeline view y clicking the View Selector icon. For more informtion out the two views, see Grid View, on pge 12 nd Timeline View, on pge 15. In oth views, ll ction types re initilly filtered into the history. You cn disply ctions selectively y setting the ction filters. See Filter the Grid View y Historicl Action Type, on pge 12 nd Filter the Timeline View y Action Type, on pge 16. Grid View The Grid view, selected y defult, shows the device ction history in tulr form, s well s the device properties. The Grid view includes line of informtion out ech ction ssocited with the device, in chronologicl order. The informtion includes the ction type, or filter, the ction is relted to, the strt nd end times, the ction description, nd the ction sttus, for exmple, Succeeded. All the ction types re initilly filtered into the history. You cn disply ctions selectively y setting the ction filters. See Filter the Grid View y Historicl Action Type, on pge 12. For exmple, the Grid view list includes the snpshot versions currently or formerly ssocited with the device. View More Device or Action Informtion You cn see dditionl informtion out the device or n ction performed on the device. The toolr under the Grid view, which contins the Device Properties utton, shows you the device sttus. 1 To see dditionl informtion out the selected device, click Device Properties. The informtion ppers t the ottom of the window under t ctegories. 2 To see dditionl informtion out historicl ction tht ws performed on the device, click the ction in the list. The informtion out tht ction is shown t the ottom of the window. Ech ction type hs its own informtion set. Filter the Grid View y Historicl Action Type You cn filter the historicl ction lines shown in the Grid view to include only those whose toolr ction icons re enled. By defult ll ction types re visile in the view. You cn exclude specific ction types y clicking their icons to disle them. The sme filters re pplied in the Timeline view. Filters you set in the Timeline view lso pply to the Grid view. For informtion out the ville ction filters, see Historicl Action Type Filters, on pge 13. For more informtion out the ssocited ctions, see the Horizon Mirge Administrtor's Guide. 12 VMwre, Inc.
Chpter 2 Accessing the We Mnger s Help Desk Role u Select or unselect the ction type filters ccording to the ctions you wnt to see or hide in the view. Historicl Action Type Filters The Grid view or Timeline view ction history of selected device cn e filtered to include only specific ctions. All ctions re initilly included in the view. You cn hide ctions from the view y unselecting their icons. Tle 2 1. Historicl Action Type Filters Icon Action Nme Stedy Stte (incrementl uplod) Snpshot Event Audit Event Tsk Downlod Dt trnsfer from device to server. CVD snpshot cretion. Importnt system events propgted from the server nd clients. User-initited events. Opertions tht deploy, mnge, protect, or support Horizon Mirge endpoint devices. Dt trnsfer from the server to device. For more informtion out the ctions, see the Horizon Mirge Administrtor's Guide. Filter the Grid View using Free Text You cn further limit the displyed ctions to include only those tht specificlly contin certin text in t lest one of the displyed Grid view fields. This filter cn e set in either the Grid view or the Timeline view nd is pplied in the other view. It is pplied s filter in the Grid view or serch in the Timeline view. See Filter the Timeline View Using Free Text, on pge 17. u Click the Filter icon, nd enter the required free text string in the Filter text ox. View Currently Running Tsks A red tringle in the Device Selection t indictes tsks re currently running on the device. You cn view informtion out the currently running tsks. 1 Point to the Currently Running Tsks icon running. to show the numer of tsks tht re currently 2 Click the icon to disply drop-down list of the running tsks. 3 Click n entry in the list. In the Grid view, the tsk line is highlighted nd progress r ppers in its End Time column indicting the tsk sttus. The Timeline view shows red ction r (filed) or lue nchor r (running). Clicking on currently running tsk moves the timeline to disply the ction. VMwre, Inc. 13
VMwre Horizon Mirge We Mnger Guide Perform Actions on Device in the Grid View You cn perform ctions on the selected device, such s Enforce lyers, Set Drivers, Reoot, Suspend, Synchronize, Collect Logs, Restore, or Revert to Snpshot. You cn perform the ctions on the currently selected device either from the Grid view or the Timeline view. For more informtion out ctions tht cn e performed on devices, see the Horizon Mirge Administrtor's Guide. Certin ctions re performed uniquely the Grid view. Updte Note in the Grid View, on pge 14 Revert to Snpshot in the Grid View, on pge 14 1 Click n ction icon in the window toolr. 2 (l) Click the More utton to see more icons. Depending on your selection, confirmtion prompt or wizrd ppers. 3 Follow the prompts to finish the ction. Updte Note in the Grid View You cn mintin note with descriptive textul informtion out the selected device. You cn crete or updte device s note from either the Grid view or the Timeline view. 1 Click the Note icon in the window toolr to open the note pge. It is initilly lnk sheet. 2 Type informtion in the note nd click Sumit to sve nd close the window. 3 You cn edit the note y the sme process. Sve incrementl chnges with Sumit, or discrd them with Cncel. If you cncel chnges, ny previously sved text remins intct. Revert to Snpshot in the Grid View You cn restore CVD to previous snpshot from the Grid view. When you perform Revert to Snpshot from the Grid view, you select the required snpshot through the wizrd process. Any snpshots shown in the Grid view list re for informtion purposes only nd re not prt of the wizrd process. For more informtion out the procedure, see in Restore Device to CVD Snpshot in the Horizon Mirge Administrtor's Guide. Revert to Snpshot is performed uniquely when run from the Timeline view. See Revert to Snpshot in the Timeline View, on pge 17. 1 In the Grid view, click the Revert to Snpshot ction icon t the top of the window. 2 Choose the required snpshot. 14 VMwre, Inc.
Chpter 2 Accessing the We Mnger s Help Desk Role 3 Choose the revert options: Select the snpshot dte to which you wnt to revert. Restore System Only check ox (selected y defult): This restores system files only, including the se lyer, user-instlled pplictions nd user mchine settings. The user re content is not ffected nd ny new files in the user re re not ersed. The option ehvior depends if the reversion you re performing is to sme OS or cross-os. If to the sme OS, for exmple, Windows 7 to Windows 7: If to different OS, for exmple, Windows 7 to Windows XP/Vist: Deselect this check ox if you wnt to restore the entire CVD, including the User re, from the CVD snpshot. If the checkox is deselected, ny ppliction, setting, or document in the current CVD tht does not exist in the snpshot is ersed from the endpoint. This checkox is deselected nd dimmed so the entire CVD, including the User re, is lwys restored from the CVD snpshot. u Click Next to continue. 4 Complete the domin detils. This pplies only for Cross-OS reversions. Fill in the domin detils needed for the device to rejoin the domin. Type the Domin nd OU or select them from the drop-down menus. The drop-down menus re pre-populted with ll known domins in the system. The required syntx pttern is shown for ech text ox. 5 Click Next nd Finish. Timeline View The Timeline view shows the device ction history s timeline. You cn disply historicl ctions selectively y setting the ction filters. See Filter the Timeline View y Action Type, on pge 16. Circles represent tsks. The color of the circle represents the tsk sttus. Tle 2 2. Tsk Sttus Color Coding Color Blue Green Red Ornge Tsk Sttus Tsk is in progress Tsk completed successfully Tsk filed Tsk completed with wrning When tsk or stedy stte ction tkes long time to complete, r of the sme color replces the ction icon, showing its execution time reltive to the timeline. Other ction types such s incrementl uplods, stedy stte, snpshots, events, or udit events, re represented y symols tht resemle the icons used for filtering. See Historicl Action Type Filters, on pge 13. Multiple ctions tht occurred t or round the sme time re grouped s one icon with circled numer indicting the numer of ctions tht the icon summrizes. Icons of the sme ction type re lined up t different heights ove the timeline, in their chronologicl order. For exmple, events pper t one height, nd udit events t nother. VMwre, Inc. 15
VMwre Horizon Mirge We Mnger Guide Show Action History in the Timeline View You cn present the device s ction history in timeline. 1 Select the Timeline View icon. All ction types re initilly filtered into the history. 2 Point in the vicinity of icons to open lloons of informtion out the underlying ctions. The icons re ll of the sme type, locted on the sme height ove the timeline. Up to three icon or icon group informtion lloons cn pper. For n icon representing one ction, informtion out tht ction ppers. Ech ction type hs its own informtion set. For grouped icon, the lloon lists the ctions grouped y tht icon. The stte of ech ction is shown. The color of the icon represents the worst cse ction. For exmple, if two ctions re designted with Wrning nd one with Filure, the icon is red. 3 Click grouped icon to limit the timeline zoom rnge. The Timeline view shows the dte rnge of the ssocited ctions. 4 Click n individul ction listed in lloon to see its detiled informtion set. The prmeters differ ccording to the ction type. 5 Click the right-left rrow icons to scroll to the next or previous ction in chronologicl order on the timeline. Chnge the Timeline View The Timeline view initilly shows zoomed-out view with the lst 3 to 30 dys events, depending on the numer of filed events for the device. You cn expnd or limit the displyed dte rnge. 1 To limit the dte rnge, gr nd move the rrows t either end of the timeline in the ottom of the window. This expnds the selected dte rnge to fill the horizontl view. 2 After pointing to grouped icon to show list of its component ctions, you cn expnd the dte rnge summrized y the icon to fill the entire horizontl view y clicking the grouped icon or nywhere on the tooltip. The ctions re displyed in chronologicl order. 3 To zoom in or out on the view contents, point to the Scroll icon in the timeline r nd roll the mouse wheel forwrd or ck. Filter the Timeline View y Action Type You cn filter the historicl ctions tht pper in the Timeline view to include only those whose toolr ction icons re enled. By defult ll ction types re visile in the view. You cn exclude specific ction types y clicking their icons to disle them. The sme filters re utomticlly pplied in the Grid view. The filters you set in the Grid view lso pply to the Timeline view. 16 VMwre, Inc.
Chpter 2 Accessing the We Mnger s Help Desk Role For informtion out the ville ction filters, see Historicl Action Type Filters, on pge 13. For more informtion out the ssocited ctions, see the Horizon Mirge Administrtor's Guide. u Select or unselect the ction type filters ccording to the ctions you wnt to see or hide in the view. Filter the Timeline View Using Free Text You cn further limit the displyed ctions to include only those tht specificlly contin certin text in t lest one of the displyed Grid view fields. This filter cn e set in either the Grid view or the Timeline view nd is pplied in the other view. It is pplied s filter in the Grid view or serch in the Timeline view. See Filter the Grid View using Free Text, on pge 13. 1 Click the Free Text Serch icon to open the Free Text ox, nd type serch string. The currently defined timeline intervl, for exmple 3 dys, shifts so tht the erliest ction tht stisfies the serch string ppers in the middle of your screen. 2 (l) Nvigte to the next or previous ction. Next ction Previous ction Click the right rrow to identify ech next ction. Click the left rrow to return to n erlier ction. Perform Actions on Device in the Timeline View You cn perform ctions on the selected device, such s Enforce lyers, Set Drivers, Reoot, Suspend, Synchronize, Collect Logs, Restore, or Revert to Snpshot. You cn perform the ctions on the currently selected device either the Grid view or the Timeline view. For more informtion out ctions tht cn e performed on devices, see the Horizon Mirge Administrtor's Guide. You cn mintin note with descriptive textul informtion out device. See Updte Note in the Grid View, on pge 14. Certin ctions re performed uniquely in the Timeline view. See Revert to Snpshot in the Timeline View, on pge 17. 1 Click n ction icon in the window toolr. 2 (l) Click the More utton to see more icons. Depending on your selection, confirmtion prompt or wizrd ppers. 3 Follow the prompts to finish the ction. Revert to Snpshot in the Timeline View You cn restore CVD to previous snpshot from the Timeline view. VMwre, Inc. 17
VMwre Horizon Mirge We Mnger Guide When you perform Revert to Snpshot from the Timeline view, you cn preselect the snpshot tht will e used y the wizrd. For more informtion out the procedure, see in Restore Device to CVD Snpshot in the Horizon Mirge Administrtor's Guide. This ction is performed uniquely when run from the Grid view. See Revert to Snpshot in the Grid View, on pge 14. 1 Right-click Cmer icon, representing snpshot, in the Timeline spce nd select Revert to Snpshot from the shortcut menu. The Revert to Snpshot wizrd opens with the snpshot lredy selected. 2 Choose the revert options: Select the snpshot dte to which you wnt to revert. Restore System Only check ox (selected y defult): This restores system files only, including the se lyer, user-instlled pplictions nd user mchine settings. The user re content is not ffected nd ny new files in the user re re not ersed. The option ehvior depends if the reversion you re performing is to sme OS or cross-os. If to the sme OS, for exmple, Windows 7 to Windows 7: If to different OS, for exmple, Windows 7 to Windows XP/Vist: Deselect this check ox if you wnt to restore the entire CVD, including the User re, from the CVD snpshot. If the checkox is deselected, ny ppliction, setting, or document in the current CVD tht does not exist in the snpshot is ersed from the endpoint. This checkox is deselected nd dimmed so the entire CVD, including the User re, is lwys restored from the CVD snpshot. u Click Next to continue. 3 Complete the domin detils. This pplies only for Cross-OS reversions. Fill in the domin detils needed for the device to rejoin the domin. Type the Domin nd OU or select them from the drop-down menus. The drop-down menus re pre-populted with ll known domins in the system. The required syntx pttern is shown for ech text ox. 4 Click Next nd Finish. 18 VMwre, Inc.
Accessing the We Mnger s 3 Protection Mnger The Protection Mnger enles Horizon Mirge users with the Protection Mnger role to support nd protect Mirge client end-user devices nd run reports. Additionlly, the Protection Mnger cn perform Horizon Mirge mngement tsks tht provide support to the end-user devices. NOTE The Protection Mnger user role is ssigned y the Mirge dministrtor in the Horizon Mirge Mngement console in the Users nd Roles window. After logging on to the Protection Mnger, the Dshord window is displyed. This provides n overview of the current Mirge conditions nd sttistics to help centrliztion nd ckup processes. See Monitor Device Processes with the Dshord, on pge 24 The Protection Mnger cn dd, updte, nd delete policies, CVDs, collections, nd storge volumes. Additionlly, the Protection Mnger cn generte reports. Using the We Mnger Generl Serch Function on pge 20 The Horizon Mirge We Mnger contins generl serch function tht enles you to serch the Mirge mngement server for the informtion you need. Monitor Device Processes with the Dshord on pge 24 In ddition to help-desk support, the Horizon Mirge We Mnger provides dshord informtion tht ssists the Protection Mnger role to ensure tht user devices re protected. Working with Uplod Policies on pge 26 An uplod policy determines which files nd directories to uplod from the user endpoint to the CVD in the dt center. Working with CVD Collections on pge 30 You cn group in collection folder CVDs tht shre logicl reltion to other CVDs. You cn use the collections to updte their policies, set drivers, or perform n ction on the device such s restrting the device or synchronizing the device with the Mirge server. Mnging Collection Devices on pge 48 In the Collections t of the Horizon Mirge We Mnger, you cn mnge the devices tht re ssigned to the collection or to CVD in collection. Working with Storge Volumes on pge 49 Horizon Mirge provides multiple storge volume support to help mnge volume congestion. Working with Reports on pge 50 You cn generte nd view vriety of reports on-demnd. VMwre, Inc. 19
VMwre Horizon Mirge We Mnger Guide Using the We Mnger Generl Serch Function The Horizon Mirge We Mnger contins generl serch function tht enles you to serch the Mirge mngement server for the informtion you need. The We Mnger generl serch, displyed on the top right side of the We Mnger window, enles you to serch for CVDs, pending devices, uplod policies, collections, reports, or ll of these elements. When serch result is displyed, you cn perform vrious Mirge tsks such s centrlizing pending device, performing hrdwre migrtion, nd other Protection Mnger tsks, which is defined y the icons enled on the Mirge toolr. Serch for CVDs on pge 20 You cn serch the We Mnger for CVDs tht re defined in the Horizon Mirge Mngement server. The serch result displys the CVDs with the included text string in the Serch text ox. Serch for Pending Devices on pge 20 You cn serch the We Mnger for devices tht re witing to e centrlized or pending hrdwre migrtion. Serch for Policies on pge 23 You cn serch the We Mnger for uplod policies tht re defined in the Horizon Mirge Mngement server. Serch for CVDs You cn serch the We Mnger for CVDs tht re defined in the Horizon Mirge Mngement server. The serch result displys the CVDs with the included text string in the Serch text ox. 1 Select CVDs from the serch list. 2 In the Serch text ox, type the text you wnt to serch nd press Enter. The serch result is displyed underneth the serch text ox. 3 (l) Press Enter to disply more CVDs from the serch result. 4 Select the CVD you wnt to disply device informtion for tht CVD. The CVD history informtion is displyed in the Grid view. Wht to do next To understnd the device informtion window, see Working with Device Informtion, on pge 11. To perform vrious tsks on the selected CVD, see Mnging CVDs, on pge 33 Serch for Pending Devices You cn serch the We Mnger for devices tht re witing to e centrlized or pending hrdwre migrtion. 1 Select Pending from the serch list. 2 In the Serch text ox, type the text you wnt to serch nd press Enter. The serch result is displyed underneth the serch text ox. 3 (l) Press Enter to disply detiled list of pending devices from the serch result. 20 VMwre, Inc.
Chpter 3 Accessing the We Mnger s Protection Mnger 4 Click the device you wnt to centrlize or perform hrdwre migrtion. The device properties re displyed in fhe device window. Wht to do next You cn perform the Centrlize Endpoint tsk to ctivte the device in the Horizon Mirge Mngement console. See Additionlly, you cn perform Hrdwre Migrtion to migrte hrdwre devices. See Centrlizing Endpoints After you instll the Horizon Mirge client, you centrlize the device. Centrliztion ctivtes it in the Mngement console nd synchronizes it with, or ssigns it to, CVD on the Horizon Mirge server so tht you cn centrlly mnge the device dt. When Horizon Mirge is first introduced to n orgniztion, ech device must e cked up, creting copy of it on the server, in the form of Centrlized Virtul Desktop or CVD. You cn then centrlly mnge the device. The endpoint with the client instlled ppers in the Mngement console, in ddition to the We Mnger, s Pending Assignment, nd is pending ctivtion in the system. You ctivte pending device y using centrliztion procedure, which you cn perform with mnul procedure. This provides more control over the process, for exmple, llowing choice of uplod policies, plcement of CVDs on different volumes, nd whether to ssign se lyer. The user cn use the desktop s usul while the centrliztion process runs in the ckground. This ility includes offline work. The client monitors user ctivities nd network chrcteristics encountered y the desktop, such s speed, nd djusts its opertion to optimize the user experience nd performnce. After the server synchroniztion is completed, the trnsction log includes successful endpoint centrliztion or provisioning entry. The desktop is protected nd cn e mnged centrlly t the dt center. Centrlize n Endpoint After the Horizon Mirge client is instlled, the dministrtor cn centrlize the endpoint. Centrliztion performed y the dministrtor provides more control over the process, for exmple, llows choice of uplod policy, plcement of CVDs on different volumes, nd whether to ssign se lyer. You might wnt to dd devices to collection. A collection is folder tht ggregtes CVDs tht shre logicl grouping, for exmple, Mrketing CVDs. You cn then implement relevnt se lyer chnges with single ction on ll CVDs in the collection. See Working with CVD Collections, on pge 30. Prerequisites The devices to centrlize must e in the Pending Devices queue. 1 In the Horizon Mirge We Mnger, use the generl serch function to serch for pending devices. 2 Select the required pending device from the serch results list. 3 In the device window, click Centrlize endpoint. 4 Select the uplod policy to e ssigned to the device nd click Next. If you do not mke selection, defult uplod policy is pplied, s specified in the generl system settings. VMwre, Inc. 21
VMwre Horizon Mirge We Mnger Guide 5 Select trget storge volume option: Automticlly choose volume Mnully choose volume Allow the Horizon Mirge We Mnger choose the trget storge volume. Mnully choose trget storge volume from the storge volume list. 6 Click Next. 7 Review your uplod policy nd storge volume selections nd click Finish. An Audit Event trnsction is dded to the device informtion list. Migrte CVD to Replcement Device You cn migrte CVD in the Horizon Mirge Mngement server to replcement device. In this procedure, you cn select one of the following migrtion options for the selected CVD nd device: Tle 3 1. Migrte CVD to Replcement Device - Wizrd Hrdwre Migrtion s Migrtion Full System Migrtion, including OS, pplictions, user dt nd settings Only Migrte User Dt nd Settings Use this option for systems with Windows volume licenses or Windows OEM SLP licenses. The entire CVD is restored to the replcement device, including OS, pplictions, nd user files. Any existing files on the replcement device re lost or overwritten. Use this option to migrte users from Windows XP/Vist/Windows 7 mchines to new Windows 7 mchines. The OS of the replcement device must e the sme s or newer thn tht of the CVD. Only user dt nd settings re migrted to the replcement device. The existing OS nd pplictions instlled on the replcement device re retined. User dt in these options pertin to files nd directories listed in the uplod policies User re. See Working with Uplod Policies, on pge 26. If you migrte CVD from Windows XP or Vist device to replcement device tht hs Windows 7, you cn select Full System Migrtion or Only Migrte User Dt nd Settings. This is ecuse Horizon Mirge does not trnsfer user-instlled pplictions from Windows XP/Vist to Windows 7system (Horizon Mirge cnnot gurntee cross-os comptiility). When CVD is migrted from Windows XP or Vist to Windows 7, the system strems down to the endpoint fter the CVD hs een migrted so tht the end user cn resume work without witing for ll of the user dt to e downloded first. If Windows 7 endpoint is selected to e restored to Windows XP or Vist CVD, tht Windows 7 endpoint ecomes Windows XP or Vist device. 1 In the Horizon Mirge We Mnger, use the generl serch function to serch for pending devices. 2 Select the required device from the serch results list. 3 In the device informtion window, click Hrdwre Migrtion. 4 Select the CVD form the CVD Selection list nd click Next. 5 Select migrtion option for the selected CVD nd device. If you selected Full System Migrtion, you will need to select se lyer in the next step. If you selected Only Migrte User Dt nd Settings, you will specify mchine nme. 22 VMwre, Inc.
Chpter 3 Accessing the We Mnger s Protection Mnger 6 Select se lyer option: Do not use se lyer Select se lyer from list Proceed without se lyer. Select se lyer from the list. The next step is to select n pp lyer for the migrtion. 7 Click Next. 8 If you selected se lyer in the previous step, select the required pp lyers to e migrted. Select ny of the ville ppliction lyers nd move them to the ssigned lyers list y clicking the left rrow. 9 Click Next. 10 Specify CVD nming nd domin options. Chnge or define the hostnme for device eing restored. Select domin for this endpoint to join fter the restore opertion. The current domin is shown y defult. Type the OU nd Domin or select them from the drop-down menus. The drop-down menus re populted with ll known domins in the system. Ech text ox shows the required syntx pttern. OU Join Domin ccount Verify tht the OU is in stndrd open LDAP formt. For exmple, OU=Noteooks, OU=Hrdwre, DC=VMwre,DC=com. The join domin ccount must meet the pproprite security privilege requirements s defined in the system generl settings. The ccount must hve ccess to join the domin. This is not vlidted. c Click Next. 11 Use the Vlidtion Summry to compre the trget device with the CVD. This summry lerts you to ny potentil prolems tht require dditionl ttention. You cnnot proceed until locking prolems re resolved. 12 Click Next nd click Finish. Serch for Policies You cn serch the We Mnger for uplod policies tht re defined in the Horizon Mirge Mngement server. 1 Select Policies from the serch list. 2 In the Serch text ox, type the text you wnt to serch nd press Enter. The serch result is displyed underneth the serch text ox. 3 Select the policy you wnt to disply the policy informtion. The policy detils nd generl settings re displyed. Wht to do next You cn modify the policy, import nd export policy rules, nd modify or dd rules to the unprotected re nd the user re. For more informtion, see Working with Uplod Policies, on pge 26. VMwre, Inc. 23
VMwre Horizon Mirge We Mnger Guide Monitor Device Processes with the Dshord In ddition to help-desk support, the Horizon Mirge We Mnger provides dshord informtion tht ssists the Protection Mnger role to ensure tht user devices re protected. The instlltion process cretes Dshord nd Serch icons in the left-side pnel, used to nvigte etween the dshord nd device query functionlity. The dshord provides vriety of sttistics to help monitor centrliztion nd ckup processes. 1 Click the Dshord icon in the left-side pnel. The dshord opens with four tiles of summry sttistics. The dshord opens utomticlly when you ccess the We Mnger with the dshord URL. 2 Click in tile to view detiled sttistics. 3 Click the Restore Down icon t top-right to return to the tile summry view. Centrliztion Sttus Tile The Centrliztion Sttus tile provides first level indiction of centrliztion progress. Summry Sttistics The Centrliztion Sttus tile provides summry of centrliztion progress: How mny devices re currently eing centrlized. How mny devices completed the centrliztion process historiclly. The numer of devices includes rchived CVDs ut not reference CVDs. Detiled Sttistics Click in the tile to show line chrt with different informtion out the centrliztion process sed on your selections: Cumultive numer of centrliztions completed over selected time spn since tody s dte: One week, sed on dily dt One month, sed on dily dt Six months, sed on weekly dt Composite chrt tht includes, for the sme time frmes s the previous chrt: Numer of CVDs tht completed centrliztion Numer of CVDs tht re currently in the centrliztion process Amount of dt trnsferred in GB. The Y-xis is denominted in GB. 24 VMwre, Inc.
Chpter 3 Accessing the We Mnger s Protection Mnger Filed to Complete Uplod (Protection Sttus) Tile The Filed to Complete Uplod tile provides first level indiction of protection prolems. Summry sttistics The Filed to Complete Uplod tile shows how mny devices, centrlizing or centrlized, hve protection prolems: How mny CVDs did not finish cking up the first time during the pst week. How mny CVDs completed centrliztion ut did not ck up for more thn one week. NOTE A sttistic tht is greter thn the configured threshold ppers with red wrning indictor. The thresholds cn e configured in the dshord s we.config file y djusting the DshordKpiCentrliztionNotFinishedCount nd DshordKpiNotBckedUpCount vlues, respectively. Detiled Sttistics Click in the tile to show pie chrt with detils of the top five error types tht occurred during the lst week, month, or six months: The legend shows the top five prolem types tht stopped uplods from completing during the time frme. The pie chrt shows the reltive proportion of ech of these prolem types in the time frme. Remining error types, if ny, tht re present in the time frme re ggregted s Other. CVDs tht were suspended or not connected during the indicted time frme re not represented in the pie chrt. The numer of these CVDs is indicted t the ottom of the chrt. You cn view error informtion in terms of: CVDs tht did not complete centrliztion (Centrliztion) CVDs tht did not finish ckup (Bcked up) Both (defult) Filed to Complete Lyers Downlod Tile The Filed to Complete Lyers Downlod tile provides first level indiction of lyer downlod prolems. Summry Sttistics The Filed to Complete Lyers Downlod tile shows the numer of devices where the lyers downlod process ws prolemtic nd could not e completed during the pst week. NOTE A sttistic tht is greter thn the configured threshold ppers with red wrning indictor. The thresholds cn e configured in the dshord s we.config file y djusting the DshordKpiDownlodFilureCount vlues. Detiled Sttistics Click in the tile to show pie chrt with detils of the top five error types tht occurred during the lst week, month, or six months: The legend shows the top five prolem types tht stopped downlods from completing during the time frme. VMwre, Inc. 25
VMwre Horizon Mirge We Mnger Guide The pie chrt shows the reltive proportion of ech of these prolem types in the time frme. Remining error types, if ny, tht were present in the time frme re ggregted s Other. CVDs tht were suspended or not connected during the indicted time frme re not represented in the pie chrt. The numer of these CVDs is indicted t the ottom of the chrt. Short Disconnects Tile The Short Disconnects tile provides first level indiction of network connection prolems etween servers nd clients. Summry Sttistics The Short Disconnects tile displys the verge numer of disconnections per device per hour of disconnection in the pst 24 hours. Disconnects during idle time re not counted. A "disconnect" is recognized when network disruption during Mirge opertion is followed y disconnection within 5 minutes. NOTE A sttistic tht is less thn the configured threshold ppers with red wrning indictor. The threshold cn e configured in the dshord s we.config file y djusting the DshordKpiSunetShortDisconnectsRtio vlue. Detiled Sttistics Click in the tile to disply grid with more informtion out the filures on ech sunet. Working with Uplod Policies An uplod policy determines which files nd directories to uplod from the user endpoint to the CVD in the dt center. A pre-defined uplod policy lredy exists in the Mirge server in the dt center. Ensure tht the predefined uplod policy fits your orgniztionl needs or define n uplod policy efore you ctivte endpoints ecuse the ctivtion process selects the existing uplod policy for the endpoint. A CVD is ssigned only one uplod policy t time. The dministrtor cretes uplod policies y defining which files re to e unprotected, protected, or locl to the endpoint. Protected files re uploded to the Horizon Mirge server in the dt center. To simplify the tsk, you identify only files nd directory nmes or ptterns tht re not uploded to the CVD. The remining files re considered prt of the CVD nd re protected. The list of files tht re not protected is defined y set of rules nd exceptions. You define two uplod policy res, which the system uses ccording to the relevnt system flow. Tle 3 2. Uplod Policy Ares Uplod Policy Are Unprotected re User re Lists files nd directories on the endpoint device tht re not protected, ut with suset of exceptions defined s protected. By defult, Horizon Mirge protects ll other files nd directories. Lists end-user files nd directories, such s document files, tht re excluded from the restortion nd tht re kept on the endpoint devices in their current stte when the Restore System Only option is used to revert CVD. See Restore Device to CVD Snpshot, on pge 41 Additionlly, the user re is used to filter out informtion from the se nd pp lyers. The user re cnnot e downloded or viewed y the end user. 26 VMwre, Inc.
Chpter 3 Accessing the We Mnger s Protection Mnger The uplod policy tht is pplied to the CVD is comintion of the following items: A selected uilt-in fctory policy tht VMwre provides to ssist the dministrtor with first time deployment Administrtor modifictions to tht policy to ddress specific ckup nd dt protection needs The uilt-in fctory policy is reference for further customiztion nd includes ll the mndtory rules tht the system needs to function. The dministrtor cnnot modify the mndtory rules. Before you use uilt-in policy, evlute it to e sure it meets ckup policy nd dt protection needs. The uilt-in policies, for exmple, do not uplod.mp3 nd.avi files to the CVD. You cn use one of the following customizle uilt-in uplod policies, to help mnge mixed Horizon Mirge nd Horizon View systems: Horizon Mirge defult uplod policy Horizon View optimized uplod policy Use on Horizon Mirge servers tht mnge CVDs on distriuted physicl devices. Use on Horizon Mirge servers tht mnge CVDs on virtul mchines. This uplod policy is provided for convenience. It is identicl to the Horizon Mirge defult uplod policy, except tht the Optimize for Horizon View check ox is selected. View Uplod Policies on pge 27 You cn view n uplod policy to review its content nd prmeters. Add New Uplod Policies on pge 28 When you dd new uplod policy, the new policy is dded to the respective node. Edit Uplod Policies on pge 28 You cn edit n uplod policy in the We mnger nd distriute the revised policy. Add or Edit Uplod Policy Rules on pge 29 You cn dd or edit policy rule or rule exception in policy. A rule defines directories or files tht re not protected, nd rule exception defines entities within the scope of the rule tht re protected. Delete n Uplod Policy on pge 29 You cn delete n uplod policy tht is no longer needed. Upgrde n Uplod Policy on pge 30 When upgrding policy with new minor or mjor version, you cn upgrde the CVDs tht re ssigned to the previous uplod policy version. View Uplod Policies You cn view n uplod policy to review its content nd prmeters. Tle 3 3. Uplod Policy Prmeters Prmeter Nme nd Uplod chnge intervl Protected volumes Nme nd description of the policy. Denotes how frequently the client ttempts to synchronize with the server. The defult is every 60 minutes. End users cn override the policy in effect t n endpoint. The Uplod chnge intervl ffects the frequency of utomtic CVD snpshot cretion. See the VMwre Horizon Mirge Administrtor's Guide for more informtion. Denotes which volumes to centrlize from the endpoint to the CVD in the server. The system volume is included y defult. You cn dd more volumes y using the ssigned drive letters. VMwre, Inc. 27
VMwre Horizon Mirge We Mnger Guide Tle 3 3. Uplod Policy Prmeters (Continued) Prmeter Protect EFS Files check ox, selected y defult Optimize for Horizon View check ox Unprotected Are t Includes ll Encrypted File System (EFS) files in the protected uplod set. The user encrypts files using the Windows Encrypted File System feture. When the files re downlod in CVD restore or file level restore, the files re restored in their originl encrypted stte. Optimizes performnce on servers tht use Horizon View to mnge virtul mchines. Defines the rules to unprotect files nd directories. Rules list Rule Exceptions list Pths tht re explicitly unprotected y Horizon Mirge. Pths tht re exceptions to unprotect rules in the Rules list. Horizon Mirge protects exceptions to unprotect rules. User Are t Show Fctory Rules check ox Export utton Import utton Defines the rules to unprotect files nd directories defined s user files. These rules re used insted of Unprotected Are rules when certin system flows specificlly refer to user files. The t contins Rules nd Rule Exception res, used in the sme wy s in the Unprotected Are t. Shows the Fctory uplod policy settings in the rules list, the Horizon Mirge mndtory settings tht the dministrtor cnnot chnge. The fctory rules re dimmed in the rules list. Exports policy rules to n XML file for editing nd ckup. Horizon Mirge fctory rules re not exported, even if they pper in the policy window. Imports policy rules from n XML file. 1 In the Horizon Mirge We Mnger, click the Policies t. 2 Doule-click the policy to view. Add New Uplod Policies When you dd new uplod policy, the new policy is dded to the respective node. 1 In the Horizon Mirge We Mnger, click the Policies t, nd click Add Policy. 2 Type the policy nme, description, nd policy dt. 3 Click Sve & Close to sve the policy. Edit Uplod Policies You cn edit n uplod policy in the We mnger nd distriute the revised policy. You cn lso use n externl editor to edit the policy. You export the policy file, edit it, nd import it ck to the We Mnger. The new policy tkes effect t the next updte intervl in which the client queries the server. The defult is one hour nd requires full disk scn. Before you distriute the revised policy to group of CVDs, it is good prctice to test it on smple desktop. 28 VMwre, Inc.