iTivity User Guide
2. Installing and Running the iServer


You can obtain the installation distribution for the iServer
from the Tridia website or the iTivity Product CD.
After installation, the iServer will run in evaluation mode
for thirty days. During this time, it will accept an unlimited number of
connections, including both interactive and always-on connections. After thirty
days, you must license the iServer for the number of connections you will run.
Refer to Section 2.4, Licensing the iServer
on Windows, or Section 2.10, Licensing
the iServer on Linux for more information.
2.1 Windows
System Requirements
The minimum platform for the
iServer includes the following.
Hardware
·
500 MHz x86 CPU
·
64MB RAM
·
At least 10MB free disk space
Software
Any of the following:
·
Windows NT Server with Service Pack 6 or higher
·
Windows NT Workstation with Service Pack 6 or higher
·
Windows 2000 Workstation
·
Windows 2000 Server
·
Windows XP Pro
·
Windows XP Server
·
Windows 2003 Server
2.2 Resource Requirements
While the iServer is running, it uses the following
resources.
Baseline Requirements
·
14 MB
Incremental Requirements
The following are additional incremental resource
requirements for the iServer.
Note: An agent registration occurs each time a
computer running one of the iTivity agents connects to the iServer. View and
remote control sessions occur when an iTivity Manager opens a session with one
of those connected agents.
·
250 KB per agent registration
·
350 KB per remote view connection
·
150 KB per remote control session
2.3 Installing the iServer on Windows
You can obtain the iTivity installation program (iTivity.exe)
via download or on CD from Tridia.
Note: After
installing the iServer component, it is recommended that you review the Readme
file for the most current product information. You will find this file located
at C:\Program Files\iTivity\README.txt.
1.
Download the iTivity.exe distribution from our Web site
(http://www.tridia.com). After saving this file to disk, open the file.
OR
Insert the Tridia Product CD into
your CD-ROM drive. The Autorun feature starts the installation program.
The following Welcome dialog is
displayed:

2.
Click Next.
The License Agreement page is
displayed.

3.
Press the Page Down key to view the entire agreement.
Then click Yes to indicate your acceptance.
The following dialog is displayed.

4.
Click the Browse button to change the Destination
Folder if desired. Otherwise, click Next to continue.
The Setup Type dialog is
displayed.

5.
Highlight the iTivity iServer and click Next.
Note: This option
automatically installs both the iServer and the Support Module, as described
below. If you want to choose which modules to install, highlight the Custom option
and use the next dialog to select the modules.

Note: One reason for
choosing Custom install is if you are want to use the Live Support Agent
without the Chat feature. Chat support is included by default, but it increases
the file size and download time for one-click install of the Live Support
Agent.
After selecting the modules to
install, click Next.
6.
The Select Program Folder dialog is displayed.

7.
Change the Folder if desired. Click Next.
The following dialog is displayed.

8.
Click Next to begin copying files.
After copying files, the program
displays the following dialog:

9.
If you want to install the files for downloading the Support
Module to your web server, click Yes and continue with Step 10.
Otherwise, click No and
continue with Step 11.
The following dialog is displayed,
for you to specify the folder location on your web server.

10.
Specify the path to the correct folder on your web server and
click OK.
The files are copied to the web
server location. The following dialog is displayed when the process is
complete.

Click OK to close the
dialog.
11.
The Authentication Method dialog is displayed:

These choices define how a user of
iTivity Manager must authenticate before being allowed to open a connection to
the iServer. Choose one of the following authentication methods, then click Next
to continue.
s
NTLM (Microsoft Authentication): iTivity Manager
authenticates the username and password against a Microsoft Domain or local
database, eliminating the need for a separate local password on every system.
NTLM authentication can be used both in an NT domain environment as well as on
a standalone Windows NT, 2000 or XP system.
Note: If you choose the
NTLM option, the installation creates an empty Windows User Group called
iTivity Users. After the installation is complete, an administrator must add
users to this group to enable them to view the computer through iTivity Manger.
s
LDAP/NDS: iTivity Manager authenticates against
a server running either the Lightweight Directory Access Protocol (LDAP) or
Novell Directory Services (NDS).
s
Simple Password: Each agent system has its own
password that must be entered by the remote user trying to view. Use this
option if you want iTivity Manager authentication to use separate passwords
from Microsoft (NTLM) authentication.
s
No Authentication Required: No login is
required. This option is strongly discouraged.
12.
This step depends on which method you chose in Step 11.
A. If you chose the NTLM option in Step 11,
you are asked if the computer is running Microsoft Terminal Server.

Click Yes or No to
continue.
The Installation program then asks
if you want to use Bi-level Authentication Security, which is recommended.

Click Yes to choose
Bi-level Authentication or No to use Standard Authentication.
B. If you chose LDAP/NDS in Step 11 you are
asked to enter configuration information for the LDAP/NDS server to be used for
authentication.

See the topic titled Security
in Section 4.1.4.4, Options for a description of the LDAP configuration
data.
Enter the information and click Next
to continue.
C. If you choose the Simple Password option
in Step 11, you are prompted to enter the password

Enter and confirm the
password, then click OK.
D. If you chose No Authentication Required
in Step 11, no action is required. Go to Step 13.
13.
The following dialog is displayed, allowing you to change the
iServer registration port if desired.

Change the default port if
desired. Click Next.
Installation is now complete.
2.4 Licensing the iServer on Windows
The iServer installs with a 30-day evaluation period. During
this period, an unlimited number of connections are allowed. After 30 days, you
must license the iServer as explained in this section.
All of the iTivity components are delivered free of charge.
You pay only for the number of connections to the iServer. As explained in the Welcome
to iTivity section of this guide, there are two types of connections:
interactive and always-on. The license you purchase determines the number of
on-demand and always-on connections that your iServer supports.
2.4.1 Finding the Installation Code
When the iServer is installed, an installation
code is automatically created. This code is a unique key generated for the
specific computer.
The format of the installation code is as follows:
12345-67890.
To find your installation code, choose Start
> Programs > iTivity > Tridia Licensing > License Information.
The following dialog is displayed:

2.4.2 Obtaining the License Key and
Activation Key
To purchase your license, visit the Tridia website
at www.tridia.com and click on the Purchase button. Follow the instructions on
the website to obtain your license key. The license key is a series of
numbers with hyphens:
Example: 533-0025-32-112012527
After purchasing the license, follow the
instructions on the website to obtain your activation key. An activation
key is a series of letter groups separated by hyphens.
Example: ARTODB-YLCJBMS-BJAFGJT
You will need to enter both your installation code
and your purchased license key to obtain the activation key.
2.4.3 Creating the License File
You need both the license key and activation key to
license the iServer. Follow these steps:
1.
Select Start > Programs > iTivity > Tridia
Licensing > Create or Locate Tridia
License File.
The Create New Tridia Software
License File dialog is displayed.

2.
Click Open to create the file with the default name and
location.
The license file is created and
opened in Notepad.

3.
Below the comment area, enter your license key and activation
key, in the following format.
license key:activation key
Example: 533-0025-32-112012527:ARTODB-YLCJBMS-BJAFGJT
4.
Save the file and exit Notepad.
The iServer is now licensed.
2.4.4 Editing the License File
You can use the Start > Programs > iTivity >
Tridia Licensing > Edit Tridia
License File option to add a new license key to a license file that you
previously created.
This option is typically used to add licenses to allow the
iServer to support additional connections.
2.5 iServer Windows Start Menu Options
After the iServer is installed, the following Window Start
menu options are available.

2.5.1 Administrative Tools
Choosing Start > Programs > iTivity >
Administrative Tools opens a flyout menu with additional options.

2.5.1.1 Configure Automatic iTivity iServer Start
Choose this option to set up the iServer to start
automatically each time the system starts.
2.5.1.2 Configure Manual iTivity iServer Start
Choose this option to set up the iServer to start on
command. You can then start the iServer by choosing Start > Programs >
iTivity > Start iTivity iServer.
2.5.1.3 Reload iTivity iServer Changes
Choose this option to reload iServer operating parameters
without having to stop and restart the iServer. This allows you to change
iServer settings without interrupting live connections.
For example, if a new license key is added to expand the
number of licensed users, an administrator can use this option to load the new
license data without interfering with current users.
2.5.1.4 Remove iTivity iServer Configure
Choose this option to temporarily disable the iServer
software. This option causes the iServer Windows services to be removed from
the Services database.
To re-enable the iServer, choose Start > Programs >
iTivity > Administrative Tools > Configure Automatic iTivity iServer
Start or Start > Programs > iTivity > Administrative Tools >
Configure Manual iTivity iServer Start.
2.5.1.5 Set iServer Simple Password
You can use this option to change the password used by a
remote user of iTivity Manager to connect to this iServer. This password
applies only if Simple Password was chosen as the Authentication Method when
the iServer was installed. If another Authentication Method was chosen, any
entry in this dialog is ignored.
Enter the password twice, then click OK to reset the
password.

2.5.2 Documentation
Choose Start > Programs > iTivity >
Documentation to display the iTivity online Help.
2.5.3 Tridia Licensing
Use this option to create or edit your license file for the
iServer. See Section 2.4, Licensing the iServer on Windows, for
instructions.
2.5.4 About iTivity iServer
Choose Start > Programs > iTivity > About
iTivity iServer to display the About dialog containing version information.

2.5.5 Start iTivity iServer
Choose Start > Programs > iTivity > Start
iTivity iServer to start the iServer software. You need to use this option
only if the iServer is not configured to start on system startup.
2.5.6 Stop iTivity iServer
You can use the Start > Programs > iTivity >
Stop iTivity iServer option to stop the iServer whenever it is running.
Caution: All current connections to the iServer are
immediately lost.
2.6 iServer Windows System Tray Menu
When the iServer is started, the following icon is displayed
in the Windows System tray:

Right-click on this icon to display the System Tray menu.

2.6.1 Show Active Sessions
This option displays a dialog showing active remote control
sessions currently connected to the iServer. You can use the buttons to select
and close any or all of the sessions. When NTLM authentication is used, the
NTLM user name is shown for each session. The name of the iServer is shown in
the remote host column.

2.6.2 Show Certificate Fingerprint
The iServer automatically generates a local default 1024-bit
RSA encryption certificate the first time it runs. This unique certificate is presented to
the iTivity Manager to ensure encryption of all session data transmitted
between the Admin Module and the Manager.
Selecting the Show Certificate Fingerprint option
displays the Certificate Fingerprint.

The first time the iTivity Manager attempts to connect to
this iServer, the user is asked to confirm the certificate fingerprint. After
the first connection, the remote machine retains the fingerprint in its cache
for the next viewing session.
2.6.3 About iTivity iServer
Choose this option to display the About dialog containing
version information.

2.6.4 Stop iTivity iServer
You can click this option to immediately stop the iServer.
Caution: All current connections to the iServer are
immediately lost.
2.7 Linux System Requirements
The Linux version of iServer
runs of the following platform.
Software
·
Red Hat 9.0 or Red Hat Enterprise or later
Hardware
·
60 MB minimum disk space
·
8MB RAM baseline, plus 336 KB per iServer connection
·
300 Mhz minimum CPU
Note: Active remote
control (viewing) sessions use approx. 20 to 100 Mhz each depending on
bandwidth and number of screen updates.
2.8 Installing
the iServer on Linux
Note: For information on configuring the iServer
after installation, see Section 2.9, Configuring the iServer on Linux.
Please follow the instructions provided under your chosen
method for obtaining the IServer distribution (via download or CD), then skip
to Continuing the Installation for further installation instructions.
Download
1.
Contact Tridia for the URL and password for downloading the
IServer Linux distribution. The filename is iserverversion.tar, where version
is the particular version number.
Example: iserver4.2.00.tar
Note: Many popular Window's
based ZIP file utilities do not properly extract the contents of our
distribution file. Please do not attempt to use them with any of the
distribution files.
2.
Place the downloaded file in your home directory on the Linux
server where you want to install the iServer.
Example: /home/username/
where username is your actual user name
3.
Skip to Continuing Your Installation.
VIA CD
Note: Reserved for a future release.
CONTINUING YOUR INSTALLATION
1.
Logon as the root user or issue the su command.
2.
Change to the /tmp directory.
cd/tmp
[Enter]
3.
To verify the presence of the distribution file, list the
directory contents of your home directory:
ls –l
/home/username/*.tar [Enter]
where username is your actual user name
4.
Extract the distribution (*.tar) file:
tar
xvf /home/username/<filename>
Several files are extracted into
the /tmp folder. One of these is the install script.
Note: At this point you can remove the distribution file by moving
it to a different directory or using the rm command.
5.
Run the install-iserver script.
./install-iserver
A Welcome screen is displayed:

6.
Type y to proceed.
The program checks for a prior
version of the iServer and preserves the license information if it exists.

Press Enter to continue.
If a prior version exists, the files are removed.

7.
Press Enter again to continue.
The following screen is displayed, allowing you to change
the Registration Port if needed.

8. Change
the port if desired. Otherwise just press Enter.
The Host Description screen is
displayed.

9.
Enter a Description to be used to identify this iServer in
iTivity Manager. Then press Enter.
The iServer Install Directory
Screen is displayed.

10.
Press Enter to accept the default directory, or type a
different directory and then press Enter.
If the specified directory does
not already exist, you are prompted to confirm creating it. Type Y to
confirm.
The program extracts the iServer
files. You are then prompted to specify whether you want to install the Support
Module files on your web server.

For more information on the
Support Module, see Section 5.2, Installing the Support Module.
11.
If you want to copy the Support Module files, type y
and continue with Step 12.
Otherwise, type n and
continue with Step 13.
12.
Enter the directory where you want to copy the Support Module
files and press Enter.
If the directory does not already
exist, type Y to confirm creating it.

The Support Module files are
installed and a message is displayed when the process is complete.
Press Enter to continue.
13.
The installation continues and a number of status messages are
displayed. Press Enter to continue.
You are prompted to specify
whether or not to start the iServer listening daemon at system startup. The
daemon must be running for the iServer to accept connections. It can also be
started by issuing the start_iServer command.

Type y to start the daemon
at boot time or n to cancel this option.
14.
The program prompts you to specify whether or not to remove
temporary installation files. Type y to confirm or n to cancel.
If you typed y, the files
are removed. Press Enter to continue.

Installation is now complete.

2.9 Configuring the iServer on Linux
2.9.1 Editing the iServer.conf File
For the Linux version of iServer, all configuration settings
are controlled by an ASCII text file called iServer.conf, which is placed in
the installation directory on the Linux computer.
You can change the settings by
opening the file in any text editor. The following table describes the settings
in the file.
|
COMMON OPTIONS
|
|
|
Programdir
|
Specifies the directory in which the iServer is
installed. This setting is
automatically configured by the Installation program.
Default: /usr/lib/iTivity/iServer
|
|
dataDir
|
Specifies the directory where the iServer stores
information between program invocations. This information includes encryption
keys and other data used internally.
Default: /usr/lib/iTivity/iServer/itivity_data
|
|
FilePath
|
Specifies the license file for use by the iServer.
Default:
FilePath=/usr/lib/iTivity/iServer/LicenseData.txt
|
|
vnchostname
vnchostdesc
|
The server name and Description as listed in iTivity
Manager for this iServer.
The default vnchostname is the Linux machine name. The
vnchostdesc can be entered during the Installation procedure.
|
|
CONNECTOR
OPTIONS
|
|
|
randomFile
keyFile
caFile
|
These settings specify the filenames and location of
three files used for encryption. The iServer automatically generates default
versions of these files the first time it runs. There is no need to change
these settings unless the default files in the dataDir directory are not
acceptable.
Defaults:
randomFile=/usr/lib/iTivity/iServer/itivity_data/random.dat
keyFile=/usr/lib/iTivity/iServer/itivity_data/keys.pem
caFile=/usr/lib/iTivity/iServer/itivity_data/root.pem
|
|
Log
File Flags
|
The following options control which events are written
to the Syslog. A value of 1 (one) enables logging and a value of 0 (zero)
disables logging.
Syslog facility and priority: iTivity.daemon
|
|
connectSysLogMask
|
Arrival of an encrypted connection. Default = 0.
|
|
disconnSysLogMask
|
Closing of an encrypted connection. Default = 0.
|
|
startSysLogMask
|
iServer startup. Default = 1.
|
|
stopSysLogMask
|
iServer shutdown. Default = 1.
|
| |