Quest® vWorkspace 7.0Terminal Servers Quick Start Guide

© 2009 Quest Software, Inc.ALL RIGHTS RESERVED.

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Quest vWorkspace Terminal Servers Quick Start GuideUpdated -December 2009 Software Version - 7.0.312

CONTENTS

ABOUT THIS GUIDE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1CONVENTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

ABOUT QUEST SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . 2CONTACTING QUEST SOFTWARE . . . . . . . . . . . . . . . . . . . 2

CONTACTING QUEST SUPPORT . . . . . . . . . . . . . . . . . . . . 2

DOCUMENT FEEDBACK . . . . . . . . . . . . . . . . . . . . . . . . . 3

OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

BEST PRACTICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

DOWNLOAD VWORKSPACE. . . . . . . . . . . . . . . . . . . . . . . . . . 6CONNECTION BROKER VIRTUAL MACHINE. . . . . . . . . . . . . . . . . 7

INSTALL THE CONNECTION BROKER . . . . . . . . . . . . . . . . . 7

ENTERING CUSTOMER INFORMATION. . . . . . . . . . . . . . . . . . . .11ON THE TERMINAL SERVER . . . . . . . . . . . . . . . . . . . . . . . . .13

MEET THE TERMINAL SERVER REQUIREMENTS . . . . . . . . . . .13

INSTALL THE TERMINAL SERVER ENHANCEMENTS . . . . . . . . .16

PUBLISHING A TERMINAL SERVER RESOURCE CREATE A MANAGED APPLICATION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19EVALUATION LICENSES. . . . . . . . . . . . . . . . . . . . . . . . . . . .24ON THE WINDOWS XP MACHINE. . . . . . . . . . . . . . . . . . . . . .26

INSTALL THE VWORKSPACE CLIENT . . . . . . . . . . . . . . . . .26

CONFIGURE VWORKSPACE APPPORTAL . . . . . . . . . . . . . . .27

LAUNCH VWORKSPACE APPPORTAL . . . . . . . . . . . . . . . . .32

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Quest vWorkspace

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About This Guide

About This GuideThis document has been prepared to assist you in becoming familiar with vWorkspace in a Terminal Server environment. The 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 CONVENTION

Select This word refers to actions such as choosing or highlighting various interface elements, such as files and radio buttons.

Bolded text Interface elements that appear in Quest Software products, such as menus and commands.

Italic text Used for comments.

Bold Italic text 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.

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Quest vWorkspace

About Quest SoftwareNow 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 SoftwareEmail info@quest.com

Mail Quest Software, Inc.World Headquarters5 Polaris WayAliso Viejo, CA 92656USA

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 commercial version and have a valid maintenance contract. Quest Support provides around the clock coverage with SupportLink, our web self-service. Visit SupportLink at www.quest.com/support

From SupportLink, you can do the following:

• Quickly find thousands of solutions (Knowledgebase articles/documents).

• Download patches and upgrades.

• Seek help from a Support engineer.

• Log and update your case, and check its status.

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/pdfs/Global Support Guide.pdf.

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About Quest Software

Document Feedback

We would like to hear from you. Please e-mail any comments or suggestions about our documentation to pndocfeedback@quest.com.

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Quest vWorkspace

OverviewQuest vWorkspace is an enterprise virtual desktop and application delivery solution for Virtual Desktops, Microsoft Windows Terminal Servers, Blade PCs, and Physical PCs. This document describes the requirements and the installation and configuration steps to test Quest vWorkspace in a Terminal Server environment. The following procedures are detailed:

• Downloading the Quest vWorkspace Software

• Installing the Connection Broker

• Entering Customer Information

• Meeting the Terminal Server Requirements

• Installing the vWorkspace Terminal Server Enhancements

• Publishing a Terminal Server Resource: Creating a Managed Application

• Using Evaluation Licenses

• Installing the vWorkspace Client

• Configuring AppPortal

• Using 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 the 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.

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Requirements

RequirementsThe following requirements are based upon the installation scenario depicted in this guide. Your actual system requirements may differ based upon your environment. Review the following requirements prior to starting the installation and configuration process.

One 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 machine. However, for evaluation purposes, a virtual machine can be used without problems.

One Microsoft Windows 2003 SP2 server (Connection Broker)

This server is used to host the vWorkspace Connection Broker. This machine can either be hosted on a virtualization platform or can be a physical server.

One Physical Microsoft Windows XP SP2 machine

This machine is used as the client machine. Although a Microsoft Windows XP SP2 virtual machine can also be used as the client machine, this document assumes a physical Microsoft Windows XP SP2 machine as the client machine 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 machines in the Requirements section. Make sure that there is not a firewall between the physical Windows XP machine, the Terminal Server, and the Connection Broker.

If the Firewall cannot be disabled, please refer to this article for more information on the TCP ports associated with vWorkspace, please refer to the vWorkspace Administration Guide.

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Quest vWorkspace

Download vWorkspace1. Download Quest vWorkspace by doing the following:

a) Log on to http//www.vworkspace.com and click Customer Login to log in.

If you are not registered, click Not yet registered? Click here to register to download our products.

b) Once you have logged in, select Infrastructure Components.

c) Download vWorkspace.

2. Download the vWorkspace Client by doing the following:

a) Go back to the Downloads page at the vWorkspace web site.

b) Select vWorkspace Clients.

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Connection Broker Virtual Machine

c) Download the MSI for vWorkspace Client for Terminal Services and Hosted Desktops.

Connection Broker Virtual Machine

Install the Connection Broker

1. Copy the downloaded vWorkspace to the Virtual Machine.

2. Extract the vWorkspace70 zip file.

3. Double-click start.exe from the extracted folder.

4. Click Install on the vWorkspace home window.

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Quest vWorkspace

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.

8. Select Hosted Desktops and Terminal Servers (Enterprise Edition), and then click Next.

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Connection Broker Virtual Machine

9. Select Connection Broker Service, and then click Next.

10. Click Install on the Ready to Install the Program window.

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Quest vWorkspace

11. Select the Install SQL Express Edition on the Management Database Setup window, and then click Next.

12. On the Management Database Configuration window:

• Enter and confirm the sa password.

• Enter and confirm the PNAdmin password.

• Click Next.

The SQL Server Express edition is being installed.

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Entering Customer Information

13. Click OK, and then click Next when the SQL Express installation is complete.

14. Click Next to add the Connection Broker to the Management Database.

15. Click OK when the Connection Broker is added successfully.

16. Click Finish to complete the installation.

Entering Customer Information1. 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.

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Quest vWorkspace

3. Complete the Customer Information fields, and then click Save. Click Close.

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On the Terminal Server

On the Terminal Server

Meet the 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.

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 checkbox. Click Yes on the Configuration Warning dialog box.

5. Click Next on the Terminal Server setup window.

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Quest vWorkspace

6. Select Full Security on the Terminal Server Setup window, and then click Next.

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.

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On the 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.

13. Select the Remote Desktop Users group by double-clicking it.

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Quest vWorkspace

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 vWorkspace70 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.

9. Select Hosted Desktops and Terminal Servers (Enterprise Edition), and then click Next.

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On the Terminal Server

10. Select Connection Broker Service, Terminal Server Enhancements (Provision-IT), and Power Tools for Terminal Servers, and then click Next.

11. Click Install on the Ready to Install the Program window.

12. Select the Connect to an existing database on the Management Database Setup window, and then click Next.

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Quest vWorkspace

13. On the Management Database Configuration window:

• Enter the SQL Server Name.

• Enter the vWorkspace SQL Login password.

• Click Next.

14. Click OK when the database configuration is complete.

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Publishing a Terminal Server Resource Create a Managed Application

15. Click Next to add the Terminal Server to the Management Database.

Do not click Skip.

16. Click OK when the Terminal Server is added successfully.

17. Click Finish to complete the installation.

18. Reboot the Terminal Server, if prompted.

Publishing a Terminal Server Resource 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.

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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.

6. Select Desktop on the Application Type window, and then click Next.

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Publishing a Terminal Server Resource Create a Managed Application

7. Select Terminal Server as to where to Publish this application on, and select the Terminal Server on the Publishing window, and then click Next.

8. Enter a Display Name on the Display Name window, and then click Next.

9. Click Next on the Icon window.

10. Click Next on the Desktop Integration window.

11. Select Disabled on the Graphics Acceleration window, and then click Next.

12. Select Enabled on the Enable/Disable window, and then click Next.

13. Click Next on the Workload Management window.

14. Click Next on the Application Restrictions window.

15. Click Next on the Virtual IP window.

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16. Select the blue plus (+) sign on the Client Assignments window. The Select Clients window opens.

17. Click the green plus (+) sign on the Select Clients window to add a client. The Add Client(s) window opens.

18. Select the Users tab on the Add Client(s) window, and then select the user.

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Publishing a Terminal Server Resource Create a Managed Application

19. Click OK to close the Add Client(s) window.

20. Click OK on the Select Clients window. The user you selected should appear in the User section.

21. Click OK on the Select Folder(s) window.

22. Click Finish on the Permissions window.

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Evaluation Licenses1. From the vWorkspace Management Console, select File and then

Licensing.

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 Customer Login near the top-right to log in.

If you have not registered yet, click Not yet registered? Click here to register to download our products.

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Evaluation Licenses

4. Select Evaluation Licenses in the left pane, and complete the following information:

• Select Virtual Access Suite – Enterprise Services Edition as the product.

• 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.

• Enter No in the Extended License field. This enables you to generate a five user evaluation license for 30 days.

If you need a longer evaluation period, select Yes and contact a system engineer in your region. If you do not know who to contact, e-mail sales.vworkspace@quest.com.

• Click Generate Licenses.

5. Copy the WTS License to the clipboard, to a text file, or write it down. Note that the WTS License is case sensitive.

6. Go back to the vWorkspace Management Console, Licensing window, and click Add License.

7. Enter the license key (by pasting it from the clipboard, for example) acquired in two steps back and click OK. Note that the WTS License is case sensitive.

8. Click OK to continue. The Licensing window appears.

9. Click Close on the Licensing window after you review the new license and the expiration date.

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On the Windows XP Machine

Install the vWorkspace Client

1. Copy the VASClient32.exe you obtained from the vWorkspace web site to the Windows XP client machine. 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.

5. Click Next on the Destination Folder window.

6. Click Next on the Credentials Pass-Through window.

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On the Windows XP Machine

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.

Configure vWorkspace AppPortal

1. Open the AppPortal by doing one of the following:

• Click on the AppPortal icon on the desktop.

• Select Start | All Programs | Quest Software | vWorkspace Client | AppPortal.

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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.

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On the Windows XP Machine

4. Select Allow me to manually specify all configuration parameters on the Configuration Source window, and then click Next.

5. Enter 8080 into the TCP Port and click Add to add the Connection Broker, PNCB. Click Next to continue.

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6. 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.

7. Select Use the following credentials but leave the other fields blank, and then click Next.

8. Select Full Screen, True Color (24 bit), and Span multiple monitors when in full screen mode on the Display window, and then click Next.

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On the Windows XP Machine

9. 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

10. Select LAN (10 Mbps or higher), and any other options as appropriate on the User Experience window, and then click Next.

11. Click Next on the Password Management window.

12. Click Next on the Desktop Integration window.

13. Click Finish on the Auto-Launch window.

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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 we 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.

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