For Active Directory Installation Guide

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Table of Contents 1 Introduction 4 1.1 Conventions Used 4 1.2 Overview 5 1.3 Components 6 1.3.1 Engine Service 6 1.3.2 Agent Service 6 1.3.3 Event Service 6 1.3.4 NSM Administration Interface 6 2 Installation 2.1 Engine Service Installation 7 7 2.2 Administration Interface Installation 13 2.3 Event Service Installation 19 2.4 Agent Service Installation 23 2.5 Agent installation for Cluster and NAS Devices 29 2.5.1 Establishing Share Permissions on the Active Directory Cluster or NAS Virtual File Servers 29 2.5.2 Add Local Security to the Active Directory Managed Cluster and NAS devices 30 3

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 1 Introduction 1.1 Conventions Used Bold Words in bold indicate key terms or items of interest. Italics Words in italics indicate names, such as the name of a menu item, selectable option, or a screen name. Cod e Sections of code such as actual text from a configuration file, message structure, or other text representing actual parameters within a file. Best practice. Although the information contained here may not be appropriate in all cases, it is the general rule of thumb. General information. Content here is generally helpful in better understanding the operation or design of part of the product. Warning or notice. This content should be carefully read and understood to prevent problems with configuration or operation of the product. 4

Chapter 1 Introduction 1.2 Overview Introducing Novell Storage Manager for AD v2.5.2 Novell Storage Manager introduces management and structure to an unmanaged and unstructured network storage system and, in the process, automates the full life-cycle management of user s storage. Leveraging network directory services (commonly referred to as Active Directory ), Novell Storage Manager automates a comprehensive set of storage management tasks based on events, identities and policies. In the process, Novell Storage Manager can assure storage compliance while saving time and money. Novell Storage Manager delivers secure, automated and flexible management for personal storage, and saves a lot of time. Life-cycle Management of Storage Novell Storage Manager automates the full life-cycle of user storage through policies. In addition to creating user storage, Novell Storage Manager automates the management of: Rights: Novell Storage Manager ensures that file system rights are applied consistently for users based on their roles in the enterprise. Renames: When a user is renamed in Microsoft s Active Directory, Novell Storage Manager automatically renames the associated home folder and updates the home folder attribute in the directory, so the user can log in and access his or her storage. User Moves: A common manual process for IT departments within companies with multiple locations is moving an employee s storage when they transfer to a new city. Novell Storage Manager completely automates this process. User Deletes: When an employee leaves your enterprise, you can have Novell Storage Manager automatically vault the storage, defer the cleanup of the storage for a set number of days. Templates: When provisioning user HOME directories, Novell Storage Manager can be configured to copy Template folders or files. 5

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 1.3 Components 1.3.1 Engine Service The Engine component acts on the events that the Event service subsystem sends. These events include CREATE, MOVE, RENAME and DELETE. There is only one instance of the Engine service per forest. The Engine runs as a native service on Windows. The Engine service can be installed on a Domain Controller or Member Server. 1.3.2 Agent Service The Agent service gets installed at least one time, and the first installation is on the same server as the Engine service component. This first instance of the Agent is know as the "Default Agent" and is mandatory since the Engine must have an Agent present to delegate much of the low-level storage management work to. Additional installations of the Agent are then performed so that the Agent runs on servers that are hosting storage that is to be managed by NSM. Like the Engine, the Agent installs & runs as a native service on Windows. 1.3.3 Event Service The Event Service component is installed a single time per Domain in AD. It can run on a member server or a domain controller. If installed on a domain controller, the Event Service will always monitor the local server for changes of interest that occur to objects in the AD domain. If installed on a member server, the Event Server will identify the closest available domain controller and monitor it for changes of interest that occur to objects in the AD domain. The Event Server installs & runs as a native service on Windows. 1.3.4 NSM Administration Interface The NSM Administration Interface is a.net 3.5 + GUI application. It can be installed on the same server as the Engine as well as on one or more domain member workstations. The NSM Administration Interface is used to interact with the Engine for purposes of Engine and policy configuration, status monitoring, command and control of Novell Storage Manager. 6

Chapter 2 Installation 2 Installation 2.1 Engine Service Installation Novell Storage Manager Engine service requirements: Windows Server 2003 32bit/64bit SP2 or Windows Server 2008 SP1 Forest Functional Level 2003 Native* Mode or later.net 3.5 Framework installed for the Novell Storage Manager Admin Interface *Must be Native mode and NOT mixed mode. To begin the installation of Novell Storage Manager, copy the file NSM-2.5.2ActiveDirectory.exe to the server you wish to host the Engine service and Default Agent service. You can download the latest version at http://www.storagemgr.com/nsm/. Warning: If you are installing this on a Windows 2008 server, be sure to turn off User Account Control (UAC) before performing the installation. The fastest way to turn off UAC is to open Control Panel and do a search for UAC. 7

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 1. Click NEXT 2. Click NEXT 3. Click NEXT 8

Chapter 2 Installation 4. Click NEXT 5. Click INSTALL 9

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 6. Click NEXT 7. Enter Engine IP Address (Default 0.0.0.0 ALL Interfaces) 8. Enter Port: 3009 (Default) 9. Click NEXT 10

Chapter 2 Installation Additional Components 32-bit or 64-bit (depending on OS) 10. Check each box to install the Event Monitor Service and Administration Client 11. Click NEXT Novell's best practice is to install the Admin Interface on a local workstation for better performance. 11

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 12. Click Done This completes the installation of the Novell Storage Manager core services components. In order to start managing USER storage based on policy, you need to complete the following tasks: Run the Setup Wizard from the NSMAdmin administration client. Configure the Event Monitor service. Verify permissions and rights for managed shares and folders. Perform Consistency Checks to analyze pre-existing storage. Create and associate storage policies to objects in the directory. Perform storage Management Actions to get pre-existing storage managed by policy. Please reference the NSM 2.5.2 for AD Administrator s Guide for details. 12

Chapter 2 Installation 2.2 Administration Interface Installation Novell Storage Manager is managed using a Windows executable provided with the install. A shortcut to the administration interface labeled NSMAdmin is available on the desktop of the Engine server. 's best practice is to install the Novell Storage Manager Administration interface locally for better performance. Novell Storage Manager "NSMAdmin.exe" Requirements: Windows 32-bit or 64-bit platforms (Windows 2000 sp4, Windows XP sp2, Windows Server 2003 32bit/64bit sp2 or Windows Server 2008).NET 3.5 Framework installed For details on how to obtain, install, and configure the.net 3.5 Framework, see http://www.microsoft.com/downloads/en/results.aspx? freetext=.net+framework+3.5&displaylang=en&stype=s_basic. To check which version of the.net Framework is currently installed, see http://support.microsoft.com/kb/318785/. Configure Novell Storage Manager Once you have met the requirements for running the management interface, you can now proceed to launch the management interface and configure NSM. 1. Launch NSMAdmin executable from the desktop shortcut 13

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 2. Input Engine: <Your Servers IP Address or DNS Name> 3. Input Port: 3009 (default) 4. Input User Name: Domain\administrator (An account with Domain Administration privileges) 5. Input Password: xxxxxxx 6. Click Login 7. Click Next 14

Chapter 2 Installation 8. Authenticate 9. Click Next 10.Browse for your LICENSE.DAT file If you don't have a license file you can click on the Get a License button or go to the following site: http://www.storagemgr.com/nsm/ 11. Click Next 15

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 12. Enter Proxy Service Account: NSMProxy & Proxy Security Group: NSMProxyRights 13.Click Next 14.Enter NSM Administrator Group (This group allows users to administer NSM Default Group Name: NSMAdmins) 15.Click Next 16

Chapter 2 Installation 16.Enter Engine Address <Your Servers IP Address or DNS Name> 17.Click Next 18.Click Next 17

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 19.Wait for the Engine to initialize... NSMAdmin Main Screen 18

Chapter 2 Installation 2.3 Event Service Installation You will now be stepped through setting up the Event Monitor Service. The Event Monitor Service is responsible for listening to, collecting and sending specific Active Directory events to the Engine. In NSM 2.5 for Active Directory and greater, there is only 1 Event Monitor Service per Domain. It can be located anywhere but these instructions will install it where you installed the Engine Service and Default Agent. Configure Event Monitor Service Once you have Installed and configured the NSMAdmin utility, you will need to configure an Event Monitor Service. To configure the Event Monitor Service, you will need to launch the NSMEventConfig utility from the START menu: START -> All Programs -> -> Novell Storage Manager -> NSMEventConfig 19

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 1. Input Domain (This is the DOMAIN where the ENGINE was installed) 2. Input Proxy Account: (Default:NSMProxy) 3. Input Proxy Rights Group: (Default:NSMProxyRights) 4. Click Next 5. Input the Engine Address <Your Engine server s IP Address or DNS Name> 6. Input Port: 3009 (default) 7. Click Next 20

Chapter 2 Installation Make sure Install Service and Start Service are checked 8. Click Next Verify Event Monitor Service is running 9. Click Close 21

Novell Storage Manager for Active Directory 2.5.2 Installation Guide NSMAdmin Main Screen From the NSMAdmin Main Screen select Config Event Servers Host Server and click Add. (plus) icon, then select the You now have installed the NSM Engine Service, Default Agent Service and Event Monitor Service. You can now begin automating the management of your data! Note: For best practices on deploying Event Monitor Services and Agent Services in your environment, please reference the NSM 2.5.2 for AD Administrator's Guide web page at http://www.storagemgr.com/nsm/ In order to start managing existing and new user storage based on storage policies, you need to complete the following steps: A. Perform Consistency Checks to analyze preexisting storage B. Create and associate storage policies to objects in the directory C. Perform Storage Management Actions to get preexisting storage managed by policy 22

Chapter 2 Installation 2.4 Agent Service Installation During the Engine service installation a default Agent was installed automatically. To manage storage on other servers you must install an Agent service. To successful ensure management of shares on other servers do the following: Share the Components folder on the server where the Engine installation was performed. This will prevent you from having to copy the AGENT msi to every server you have managed storage on. The DOS path to the Components directory is located at: C:\Novell\Novell Storage Manager\Engine\Components Go to the remote server(s) you want to manage storage on and explicitly assign the domain\nsmproxyrights group Full Control for Permissions and Full Control for Security (NTFS) rights to the share. You will need to authenticate to the remote server as a Domain Admin or equivalent. Do not login as a local administrator. Launch the Agent installation from the shared Components directory by putting the UNC path to the share: Do a START RUN (Windows XP) then type the following in the Open field \\server\components\nsmagent. The filename will be nsmagent-2.5.232bit.msi. For Vista users click on the START button, then put the UNC in the Start Search field. 23

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 1. Click Next 2. Accept End Users License Agreement 3. Click Next 24

Chapter 2 Installation 4. Click Next 5. Click Install 25

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 6. Check Launch Agent Configuration Tool 7. Click Finish 8. Input Domain (This is the DOMAIN where the ENGINE was installed) 9. Input Proxy Account: (Default NSMProxy) 10. Input Proxy Rights Group: (Default NSMProxyRights) Click Next 26

Chapter 2 Installation 11. Input IP address of Engine server 12. Input Port: (Default 3009) 13. Click Next 14. Select IP address Agent service will be listening on: (Default 0.0.0.0) 15. Input Port: (Default 3011) 16. Click Next 27

Novell Storage Manager for Active Directory 2.5.2 Installation Guide 17. Check Start Service 18. Click Next Verify Agent service is running 19. Click Close 28

Chapter 2 Installation 2.5 Agent installation for Cluster and NAS Devices Overview: One important function of installing the NSM Agent is that it sets the appropriate Local Security Authority Privileges, or LSA Privs. Since cluster and NAS devices have virtual servers you cannot install a physical agent on them. Because of this, the LSA Privs are not set. In addition, you will need to allow another server with a real agent installed to proxy for the cluster and NAS virtual servers. The default agent that is installed on the same server as the engine, will automatically proxy for any servers that don't have a real agent installed on them. In order to set the appropriate LSA Privs and Share permissions on a virtual server, you will need to do the following: 2.5.1 Establishing Share Permissions on the Active Directory Cluster or NAS Virtual File Servers 1. At the Windows server where Active Directory is installed, click Start > Administrative Tools > Active Directory Users and Computers. This brings up the Active Directory Users and Computers page. 2. In the left pane, locate the container where the virtual server is so that it appears listed in the right pane. 3. In the right pane, right-click the virtual server and select Manage. This brings up the Computer Management page. 4. In the left pane, navigate to the Shares folder so that the shares on the virtual server appear in the right pane. 5. On a share you want NSM to manage, right-click and select Properties. This brings up the Properties dialog box. 6. Click the Share Permissions tab and click Add. This brings up the Select Users dialog box. 7. In the Enter the objects to select field, do the following: Enter NSMProxyRights and click Enter. The Properties dialog is updated with NSMProxyRights listed in the Group and user names. 8. Highlight NSMProxyRights and select the Allow Full Control permissions. 9. Click the Security tab, and click Edit. This brings up the Permissions dialog box. 10. Click Add. This brings up the Select Users dialog box. 11. In the Enter the objects to select field, enter NSMProxyRights and click Enter. The Properties dialog is updated with the NSMProxyRights listed in the Group and user 29

Novell Storage Manager for Active Directory 2.5.2 Installation Guide names. 12. Highlight NSMProxyRights and select the Allow Full Control permission. 13. Close the Properties dialog box to save the changes. 2.5.2 Add Local Security to the Active Directory Managed Cluster and NAS devices Note: You must be logged in as a Domain Administrator to perform this procedure. 1. At any domain controller or any computer where the Admin or Remote Server Administration Tools are installed, click Start > Administrative Tools > Active Directory Users and Computers. This brings up the Active Directory Users and Computers page. 2. In the left pane, locate the container where the virtual server is so that it appears listed in the right pane. 3. In the right pane, right-click the virtual server and select Manage. This brings up the Computer Management page. 4. In the left window pane, expand Local Users and Groups. 5. Select Groups. 6. On the right pane double-click Administrators. This brings up the Administrators Properties dialog box. 7. Click the Add button. This brings up the Select Users, Computers, or Groups dialog box. 8. In the Enter the object names to select field type the following: domain_name\nsmproxyrights 30

Chapter 2 Installation 9. Click OK to save the setting. Once you have installed an Agent to all member servers you have storage to manage, you will need to add them to the Agent Server list via the NSMAdmin Utility. Launch NSMAdmin, click on the Config tab, then select Agent Servers. You will then see a list of configured Agent Servers. To add additional Agent Servers, click the button to see a list of Eligible Agent Servers. Highlight the Agent Server(s) you wish to add and click Add. The Agent(s) will then start heart-beating into the Engine. Repeat this step for all additional servers you with to manage data on via Novell Storage Manager. 31