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SyAM Software
Management Utilities
Requirements
•

To successfully install, configure and use SyAM Management Utilities you will need a system that
meets the following requirements.

•

Operating System
–
–
–
–

•

Hardware
–
–
–

•

Windows 2008 Server / 2008R2
Windows 2012 Server / 2012R2
Windows 7 Professional / Enterprise
Windows 8 Professional / Enterprise

2GB Memory (Recommended 4GB or above)
100GB Disk Space
Ethernet Adapter - Static IP on Local Area Network (LAN)

Locale and Language
–

The language chosen during the Management Utilities installation must be the default language for the
locale setting of the system on which Management Utilities is being installed.

Please Note that IIS and SQL / SQL Express must be installed and configured
before installing Management Utilities.
Management Utilities - Installation &
Configuration

2
Database Setup
•
•

Database Server
Management Utilities uses Microsoft SQL or SQL Express 2008R2 or 2012 as its database engine

•
•

Database Instance Name
When installing the Management Utility you will need to enter the database instance name. The default
for SQL Express is “.SQLEXPRESS”; the default for Full SQL Server is “.” and NOT
“.MSSQLSERVER”.

•
•
•
•
•

If you are installing using the non-default instance name, enter the instance name you have given your
SQL Server.
SQL 2008 / SQL 2008R2 Express Setup
When installing SQL Express choose all default options except Choose Mixed Mode
Add the Current User to the list of SQL Server Administrators

•
•
•

SQL Server 2012 / SQL 2012 Express
When installing SQL Express choose all default options except Choose Mixed Mode
Add the Current User and an additional user called System to the list of SQL Server Administrators

•
•

User
The user installing Management Utilities must have administrative rights on the system Management
Utilities is to be installed on and must also be a SQL Administrator. The first user to log into the
Management Utilities will be created as the administrator and primary username. Additional users can be
set up by this user for accessing Management Utilities. The credentials specified for client and software
deployment through Management Utilities must also refer to a SQL Administrator. SQL users can be
added through the Administration Settings area of Management Utilities.

Management Utilities - Installation &
Configuration

3
Internet Information Server (IIS) Setup
•

Web Server
–
–

•
•

Please Note that no other web sites can be using the ports you wish to use for
Management Utilities. When installing IIS for the first time, a Default Web Site is
created using ports 80 and 443. If this is not in use it should be removed before
installing Management Utilities.
–

•

Management Utilities uses Internet Information Server 7 or 8 as its web server.
You can define the Web Server port numbers for Management Utilities during installation.
The default ports used are 80 and 443.

To remove the Default Web Site go to Programs - Control Panel - Administrative Tools - IIS
Manager, choose the Default Web Site, click the right mouse button and choose Remove.

Windows Firewall
–

If Windows Firewall is enabled, set exceptions for World Wide Web Server (HTTP) and
Secure World Wide Web Server (HTTPS), or open ports 80 and 443 in the Windows Firewall.
If you specify non-default ports when installing SyAM Management Utilities, the exceptions or
port settings must correspond to those ports. For example, if Management Utilities is
configured to use port 55 for HTTP and 555 for HTTPS, use the netsh command as follows:
•
•

netsh advfirewall firewall add rule name=”SyAM-Open-Port-55” dir=in action=allow protocol=TCP
localport=55
netsh advfirewall firewall add rule name=”SyAM-Open-Port-555” dir=in action=allow protocol=TCP
localport=555

Management Utilities - Installation &
Configuration

4
Target Client Requirements
•

Target Client Requirement
– The following changes need to be made from the default operating system
configuration in order to be able to successfully audit and deploy to target systems.

•

Windows XP:
– Firewall disabled, or firewall exceptions added for File and Print Sharing
– Simple file sharing disabled

•

Windows 7, Windows 8:
– Firewall disabled, or Allowed Programs selected for both private and public networks:
Core Networking, File and Printer Sharing, Network Discovery, Remote Assistance
– If using the Administrator account you must enable this account as by default it is
disabled in Windows 7
– User Account Control must be disabled. To do this on a domain or in a non-Active
Directory environment see our Tool Tip Disabling User Account Control

•

Macintosh OSX:
– In System Preferences – Network – Sharing, enable File Sharing, Remote Login, and
Remote Management
– Create user account with name and password common to all Mac client machines

Management Utilities - Installation &
Configuration

5
Network Shares
• Network Shares
– Network shared directories are used for deployment of SyAM System
Client, third party applications, and Windows updates. The same
credentials used to access client machines must be valid for the
network shares. The shares may be located on the Management
Utilities server, but this is not required except for Macintosh client
deployment where the deployment template must refer to a local
directory. Default path names for applications and for Windows patches
are specified on the Administration Settings page of Management Utility.
All users should have read and write permissions, as follows:
•
•
•
•

Administrator: Read/Write
Administrators: Owner
Domain Users: Read/Write
Everyone: Read/Write

Management Utilities - Installation &
Configuration

6
IIS 8 Setup – Windows Server 2012 / 2012R
•
•
•
•
•
•
•
•

Server Manager - Add Server Roles
check Application Server, then click Next
check all three boxes
add features - .NET Framework 3.5 Features
click Next (twice)
check Web Server (IIS) Support
click Add Features, then click Next
check: Web Server Role
–

Common HTTP Features
•
•
•
•
•

–

Health and Diagnostics
•
•
•

–
–

•

Request Filtering
Basic Authentication
Client Certification Mapping Authentication
Digest Authentication
IIS Client Mapping Authentication
IP and Domain Restrictions
URL Authorization
Windows Authentication

Application Development (all options checked)
Management Tools
•
•
•
•

•
•

HTTP Logging
Logging Tools
Request Monitor

Performance (all options checked)
Security
•
•
•
•
•
•
•
•

–
–

Default Document
Directory Browsing
HTTP Errors
Static Content
HTTP Redirection

IIS Management Console
IIS 6 Management Compatibility (all options checked)
IIS Management Scripts and Tools
Management Service

add features when prompted
click Next (Please note that when you choose to install .NET 3.5 features you must specify the other source path. Example for specifying from the DVD-ROM:
D:sourcessxs)
click Install

Management Utilities - Installation &
Configuration

7
IIS 7 Setup – Windows Server 2008R2
•
•
•

Select Server Roles and make sure the following are checked off
Application Server
Web Server (IIS)
– Common HTTP Features (All options checked)
– Application Development
•
•
•
•

ASP.NET
.NET Extensibility
ISAPI Extensions
ISAPI Filters

– Health and Diagnostics
•
•
•
•

HTTP Logging
Logging Tools
Request Monitor
Tracing

– Security Settings (All options checked)
– Performance (All options checked)
– Management Tools (All options checked)
Management Utilities - Installation &
Configuration

8
IIS 8 Setup – Windows 8 Professional / Enterprise
•
•
•

From Control Panel – Turn Windows Features On
.NET Framework 3.5 (All options checked)
Internet Information Services
–
–

Web Management Tools Server (All options checked)
World Wide Web Services
•
•

Application Development Features (All options checked)
Common HTTP Features
–
–
–
–
–

•

Health and Diagnostics
–
–

•

Static Content Compression

Security
–
–

–

HTTP Logging
Request Monitor

Performance Features
–

•

Default Document
Directory Browsing
HTTP Errors
HTTP Redirection
Static Content

Request Filtering
Windows Authentication

Microsoft .NET Framework 3.5.1 (All options checked)

Management Utilities - Installation &
Configuration

9
IIS 7 Setup – Windows 7 Professional / Enterprise
•
•
•
•

From Control Panel – Add/Remove Programs choose Add New Windows Features
Internet Information Services
Web Management Tools Server (all options checked)
World Wide Web Services
–
–

Application Development Features (All options checked)
Common HTTP Features
•
•
•
•
•

–

Health and Diagnostics
•
•

–

Static Content Compression

Security
•
•

–

HTTP Logging
Request Monitor

Performance Features
•

–

Default Document
Directory Browsing
HTTP Errors
HTTP Redirection
Static Content

Request Filtering
Windows Authentication

Microsoft .NET Framework 3.5.1 (All options checked)

Management Utilities - Installation &
Configuration

10
Logging into
SyAM Management Utilities
The SyAM Management Utilities browser based
interface can be accessed across the network
from a system using a supported web browser.
Open up the browser and type in http: or https:
Then the IP Address or name of the system
running
Management Utilities
Port number used – leave blank if using the
default port 80
Example: http://192.168.100.63
You will be presented with a Windows Authentication box. Enter the username and
password that are valid on your Windows network.

The first user to log into the SyAM Management Utilities will be created as the
administrator and primary username. Additional users can be set up by this user for
accessing SyAM Management Utilities.
Management Utilities - Installation &
Configuration

11
User Interface Panels
Groups:
Shows the breakdown of discovered systems in your network. The Function, Location and Operating
System groups are automatically organized, but the user may also define their own custom groups.

Functions:
Provides options to modify templates, create jobs or configure settings for using the software.

Details:
Shows the details of all the systems in the group that has been selected in the group panel.

Status:
Displays a brief overview of the results from jobs that have been run.

Scheduled Jobs:
Displays jobs that have been scheduled, are in progress, or have completed today.

Management Utilities - Installation &
Configuration

12
Initial Configuration
Authentication Template
Upon logging into Management Utilities you will first need to Set up the default
Authentication Template – this user must be an administrator on your Windows
network

Template Name
Username
Password
Domain Name
(if a Domain user)
Save Changes once the
information is entered
For deploying to Macintosh or Linux systems,
keep the Windows administrator information to
access the Windows network share where Mac
and Linux apps are stored for deployment, then
enter the username and password that is a
system admin on each of the Mac or Linux target
systems.
Management Utilities - Installation &
Configuration

13

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Installation & configuration

  • 2. Requirements • To successfully install, configure and use SyAM Management Utilities you will need a system that meets the following requirements. • Operating System – – – – • Hardware – – – • Windows 2008 Server / 2008R2 Windows 2012 Server / 2012R2 Windows 7 Professional / Enterprise Windows 8 Professional / Enterprise 2GB Memory (Recommended 4GB or above) 100GB Disk Space Ethernet Adapter - Static IP on Local Area Network (LAN) Locale and Language – The language chosen during the Management Utilities installation must be the default language for the locale setting of the system on which Management Utilities is being installed. Please Note that IIS and SQL / SQL Express must be installed and configured before installing Management Utilities. Management Utilities - Installation & Configuration 2
  • 3. Database Setup • • Database Server Management Utilities uses Microsoft SQL or SQL Express 2008R2 or 2012 as its database engine • • Database Instance Name When installing the Management Utility you will need to enter the database instance name. The default for SQL Express is “.SQLEXPRESS”; the default for Full SQL Server is “.” and NOT “.MSSQLSERVER”. • • • • • If you are installing using the non-default instance name, enter the instance name you have given your SQL Server. SQL 2008 / SQL 2008R2 Express Setup When installing SQL Express choose all default options except Choose Mixed Mode Add the Current User to the list of SQL Server Administrators • • • SQL Server 2012 / SQL 2012 Express When installing SQL Express choose all default options except Choose Mixed Mode Add the Current User and an additional user called System to the list of SQL Server Administrators • • User The user installing Management Utilities must have administrative rights on the system Management Utilities is to be installed on and must also be a SQL Administrator. The first user to log into the Management Utilities will be created as the administrator and primary username. Additional users can be set up by this user for accessing Management Utilities. The credentials specified for client and software deployment through Management Utilities must also refer to a SQL Administrator. SQL users can be added through the Administration Settings area of Management Utilities. Management Utilities - Installation & Configuration 3
  • 4. Internet Information Server (IIS) Setup • Web Server – – • • Please Note that no other web sites can be using the ports you wish to use for Management Utilities. When installing IIS for the first time, a Default Web Site is created using ports 80 and 443. If this is not in use it should be removed before installing Management Utilities. – • Management Utilities uses Internet Information Server 7 or 8 as its web server. You can define the Web Server port numbers for Management Utilities during installation. The default ports used are 80 and 443. To remove the Default Web Site go to Programs - Control Panel - Administrative Tools - IIS Manager, choose the Default Web Site, click the right mouse button and choose Remove. Windows Firewall – If Windows Firewall is enabled, set exceptions for World Wide Web Server (HTTP) and Secure World Wide Web Server (HTTPS), or open ports 80 and 443 in the Windows Firewall. If you specify non-default ports when installing SyAM Management Utilities, the exceptions or port settings must correspond to those ports. For example, if Management Utilities is configured to use port 55 for HTTP and 555 for HTTPS, use the netsh command as follows: • • netsh advfirewall firewall add rule name=”SyAM-Open-Port-55” dir=in action=allow protocol=TCP localport=55 netsh advfirewall firewall add rule name=”SyAM-Open-Port-555” dir=in action=allow protocol=TCP localport=555 Management Utilities - Installation & Configuration 4
  • 5. Target Client Requirements • Target Client Requirement – The following changes need to be made from the default operating system configuration in order to be able to successfully audit and deploy to target systems. • Windows XP: – Firewall disabled, or firewall exceptions added for File and Print Sharing – Simple file sharing disabled • Windows 7, Windows 8: – Firewall disabled, or Allowed Programs selected for both private and public networks: Core Networking, File and Printer Sharing, Network Discovery, Remote Assistance – If using the Administrator account you must enable this account as by default it is disabled in Windows 7 – User Account Control must be disabled. To do this on a domain or in a non-Active Directory environment see our Tool Tip Disabling User Account Control • Macintosh OSX: – In System Preferences – Network – Sharing, enable File Sharing, Remote Login, and Remote Management – Create user account with name and password common to all Mac client machines Management Utilities - Installation & Configuration 5
  • 6. Network Shares • Network Shares – Network shared directories are used for deployment of SyAM System Client, third party applications, and Windows updates. The same credentials used to access client machines must be valid for the network shares. The shares may be located on the Management Utilities server, but this is not required except for Macintosh client deployment where the deployment template must refer to a local directory. Default path names for applications and for Windows patches are specified on the Administration Settings page of Management Utility. All users should have read and write permissions, as follows: • • • • Administrator: Read/Write Administrators: Owner Domain Users: Read/Write Everyone: Read/Write Management Utilities - Installation & Configuration 6
  • 7. IIS 8 Setup – Windows Server 2012 / 2012R • • • • • • • • Server Manager - Add Server Roles check Application Server, then click Next check all three boxes add features - .NET Framework 3.5 Features click Next (twice) check Web Server (IIS) Support click Add Features, then click Next check: Web Server Role – Common HTTP Features • • • • • – Health and Diagnostics • • • – – • Request Filtering Basic Authentication Client Certification Mapping Authentication Digest Authentication IIS Client Mapping Authentication IP and Domain Restrictions URL Authorization Windows Authentication Application Development (all options checked) Management Tools • • • • • • HTTP Logging Logging Tools Request Monitor Performance (all options checked) Security • • • • • • • • – – Default Document Directory Browsing HTTP Errors Static Content HTTP Redirection IIS Management Console IIS 6 Management Compatibility (all options checked) IIS Management Scripts and Tools Management Service add features when prompted click Next (Please note that when you choose to install .NET 3.5 features you must specify the other source path. Example for specifying from the DVD-ROM: D:sourcessxs) click Install Management Utilities - Installation & Configuration 7
  • 8. IIS 7 Setup – Windows Server 2008R2 • • • Select Server Roles and make sure the following are checked off Application Server Web Server (IIS) – Common HTTP Features (All options checked) – Application Development • • • • ASP.NET .NET Extensibility ISAPI Extensions ISAPI Filters – Health and Diagnostics • • • • HTTP Logging Logging Tools Request Monitor Tracing – Security Settings (All options checked) – Performance (All options checked) – Management Tools (All options checked) Management Utilities - Installation & Configuration 8
  • 9. IIS 8 Setup – Windows 8 Professional / Enterprise • • • From Control Panel – Turn Windows Features On .NET Framework 3.5 (All options checked) Internet Information Services – – Web Management Tools Server (All options checked) World Wide Web Services • • Application Development Features (All options checked) Common HTTP Features – – – – – • Health and Diagnostics – – • Static Content Compression Security – – – HTTP Logging Request Monitor Performance Features – • Default Document Directory Browsing HTTP Errors HTTP Redirection Static Content Request Filtering Windows Authentication Microsoft .NET Framework 3.5.1 (All options checked) Management Utilities - Installation & Configuration 9
  • 10. IIS 7 Setup – Windows 7 Professional / Enterprise • • • • From Control Panel – Add/Remove Programs choose Add New Windows Features Internet Information Services Web Management Tools Server (all options checked) World Wide Web Services – – Application Development Features (All options checked) Common HTTP Features • • • • • – Health and Diagnostics • • – Static Content Compression Security • • – HTTP Logging Request Monitor Performance Features • – Default Document Directory Browsing HTTP Errors HTTP Redirection Static Content Request Filtering Windows Authentication Microsoft .NET Framework 3.5.1 (All options checked) Management Utilities - Installation & Configuration 10
  • 11. Logging into SyAM Management Utilities The SyAM Management Utilities browser based interface can be accessed across the network from a system using a supported web browser. Open up the browser and type in http: or https: Then the IP Address or name of the system running Management Utilities Port number used – leave blank if using the default port 80 Example: http://192.168.100.63 You will be presented with a Windows Authentication box. Enter the username and password that are valid on your Windows network. The first user to log into the SyAM Management Utilities will be created as the administrator and primary username. Additional users can be set up by this user for accessing SyAM Management Utilities. Management Utilities - Installation & Configuration 11
  • 12. User Interface Panels Groups: Shows the breakdown of discovered systems in your network. The Function, Location and Operating System groups are automatically organized, but the user may also define their own custom groups. Functions: Provides options to modify templates, create jobs or configure settings for using the software. Details: Shows the details of all the systems in the group that has been selected in the group panel. Status: Displays a brief overview of the results from jobs that have been run. Scheduled Jobs: Displays jobs that have been scheduled, are in progress, or have completed today. Management Utilities - Installation & Configuration 12
  • 13. Initial Configuration Authentication Template Upon logging into Management Utilities you will first need to Set up the default Authentication Template – this user must be an administrator on your Windows network Template Name Username Password Domain Name (if a Domain user) Save Changes once the information is entered For deploying to Macintosh or Linux systems, keep the Windows administrator information to access the Windows network share where Mac and Linux apps are stored for deployment, then enter the username and password that is a system admin on each of the Mac or Linux target systems. Management Utilities - Installation & Configuration 13