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2XApplication Server XG
                  v10.1




              Introduction• 1
URL: www.2x.com
                                                                         E-mail: info@2x.com




Information in this document is subject to change without notice. Companies, names,
and data used in examples herein are fictitious unless otherwise noted. No part of this
document may be reproduced or transmitted in any form or by any means, electronic
or mechanical, for any purpose, without the express written permission of 2X
SOFTWARE Ltd.


2X ApplicationServer is a copyright of 2X SOFTWARE Ltd.  1999-2011 2X
SOFTWARE Ltd. All rights reserved.




Version 10.1 – Last updated December 6, 2011




                                                                                   Introduction• 2
Contents
  Introduction                                                                                                                     6
                 What is 2X ApplicationServer and How Does it Work? .................................... 6
                 How Does it Work? ........................................................................................... 6
                 2X ApplicationServer System Requirements .................................................... 7

  Installing 2X ApplicationServer                                                                                                  8
                 2X ApplicationServer Services........................................................................ 12
                 Pre- Configuration MS Terminal Server Settings ............................................ 13
                 Server Settings................................................................................................ 13
                 Connection Settings ........................................................................................ 14

  Configuring 2X ApplicationServer                                                                                               16
                 Introduction to the Configuration of ApplicationServer ................................... 16
                 2X ApplicationServer Console Environment & Components .......................... 17
                 Components of the Navigation Bar ................................................................. 17
                 Console Environment ...................................................................................... 18
                 Console Environment – Basic Layout ............................................................. 19
                 Main Menu - 2X Console Settings .................................................................. 20

  2X Startup Wizard                                                                                                              23
                 Publish a Virtual Desktop ................................................................................ 24
                 Publish an Application ..................................................................................... 25
                 Publish a Desktop ........................................................................................... 27
                 Setup LoadBalancer ....................................................................................... 28

  Farm                                                                                                                           29
                 Terminal Servers ............................................................................................. 32
                 Find a Terminal Server ................................................................................... 33
                 Add a Terminal Server .................................................................................... 34
                 Editing a Terminal Server ............................................................................... 35
                 Delete a Terminal Server ................................................................................ 40
                 Server Groups ................................................................................................. 40
                 VDI Hosts ........................................................................................................ 41
                 Find a VDI Host ............................................................................................... 42
                 Add a VDI Host ............................................................................................... 43
                 Edit a Virtual Host ........................................................................................... 50
                 Delete a Virtual Host ....................................................................................... 50
                 Check Agent.................................................................................................... 51
                 VDI Virtual Guests Settings ............................................................................ 52
                 Pool Management ........................................................................................... 54
                 2X Templates .................................................................................................. 58
                 Maintenance Mode ......................................................................................... 61
                 Persistent Guests ............................................................................................ 66
                 Remote PCs .................................................................................................... 67
                 Find Remote PC‟s ........................................................................................... 68
                 Add /Delete Remote PC‟s ............................................................................... 69
                 Edit a Remote PC ........................................................................................... 70
                 Gateways ........................................................................................................ 74
                 Installing the 2X Secure Client Gateway Remotely from the
                 2X Console...................................................................................................... 75
                 2X Secure Client Gateway Properties ............................................................ 77
                 Backup Servers ............................................................................................... 92
                 Adding 2X Backup Servers ............................................................................. 93
                 Modifying 2X Backup Servers ......................................................................... 96
                 Promoting a Backup server to Master Server ................................................. 96
                 Solution Guide................................................................................................. 97


                                                                                                                   Introduction• 3
Load Balancing                                                                                                                  98
              Load Balancing ............................................................................................... 98
              Counters .......................................................................................................... 99
              Advanced Settings ........................................................................................ 100
              Tunneling Policies ......................................................................................... 101

Publishing                                                                                                                    104
              2X Publishing Wizard .................................................................................... 104
              Applications ................................................................................................... 105
              Folder ............................................................................................................ 121
              Publish Document Content ........................................................................... 142
              Publish Applications using Drag and Drop ................................................... 150
              Publish Applications Configuration ............................................................... 151
              Setup LoadBalancer ..................................................................................... 152

2X Universal Printing                                                                                                         153
              Universal Printing .......................................................................................... 153
              Fonts Management ....................................................................................... 155

2X Universal Scanning                                                                                                         156
              Universal Scanning ....................................................................................... 156
              Scanning Applications ................................................................................... 157

Connection Settings                                                                                                           159
              2X Publishing Agent ...................................................................................... 159
              Second Level Authentication ........................................................................ 161

Client                                                                                                                        169
              2X Client Management Tab .......................................................................... 169
              Add a 2X Client Policy .................................................................................. 170
              Thin Client Installer ....................................................................................... 173
              Adding a Thin Client Filter ............................................................................. 175

Information                                                                                                                   177
              Status Tab ..................................................................................................... 177
              Notification Tab ............................................................................................. 177
              Logging Tab .................................................................................................. 180
              Auditing Tab .................................................................................................. 181
              Software Update Tab .................................................................................... 182
              Support Tab .................................................................................................. 183

Reporting                                                                                                                     185
              Selecting a Reporting Engine ....................................................................... 185
              Using eG Innovations Reporting Engine ....................................................... 185

Licensing                                                                                                                     189

Available 2X Clients                                                                                                          191

Installing the 2X Terminal Server Agent Manually                                                                              192
              2X Terminal Server Agent System requirements ......................................... 192
              Installation Procedure ................................................................................... 192

Installing the 2X VDI Agent Manually                                                                                          197
              2X VDI Agent System requirements ............................................................. 197


                                                                                                                  Introduction• 4
Installing the 2X VDI Agent Manually ........................................................... 197

Installing the 2X Gateway Manually                                                                                        203

Installing the 2X Guest Agent Manually                                                                                    208
             2X Guest Agent System requirements ......................................................... 208
             Installing the 2X Guest Agent Manually ........................................................ 208

Installing the 2X PC Agent Manually                                                                                       213
             2X PC Agent System requirements .............................................................. 213
             Installing the 2X PC Agent Manually ............................................................ 213

2X Additional Utilities                                                                                                   218
             2XA Generator .............................................................................................. 218
             Parameters.................................................................................................... 218
             2XA Generator Examples ............................................................................. 219

Features                                                                                                                  220
             Additional Resources .................................................................................... 222

Troubleshooting and Support                                                                                               223
             Introduction ................................................................................................... 223
             Knowledgebase............................................................................................. 223
             Request Support via E-mail .......................................................................... 223
             Request Support via Phone .......................................................................... 223

About 2X                                                                                                                  224




                                                                                                               Introduction• 5
INTRODUCTION


What is 2X ApplicationServer and How Does it Work?

          2X ApplicationServer is an application that provides vendor independent
          virtual desktops and applications. Accessible from anywhere. 2X
          ApplicationServer allows you to publish full desktops and applications within
          a virtual environment, improving desktop manageability, security and
          performance.


          2X ApplicationServer extends Windows Terminal Services by using a
          customized shell and virtual channel applications using the Microsoft RDP
          protocol.


          2X ApplicationServer supports a number of different technologies, including
          Microsoft Terminal Server , VMware, Oracle VirtualBox, Microsoft Virtual
          Server, Microsoft Hyper-V, Virtual Iron, and Parallels, to allow the publishing
          of virtual applications and desktops to the 2X Client. Virtual objects are load
          balanced over all available machines while automatically releasing unused
          resources.



     How Does it Work?

          When a client requests a virtual desktop, the system finds a guest on one of
          the least loaded hosts and starts or restores the guest connection. Using
          Microsoft RDP protocol, the virtual desktop is presented to the user.


          Thin client computing is solving the growing management problem of fat
          clients (PC‟s), allowing employees to roam easily and seamlessly, improving
          performance. Companies that have migrated to a thin client environment
          consistently see huge savings on support, hardware and upgrade costs. In a
          world where energy use is an increasing concern, implementing a thin client
          environment improves energy costs as well. A study conducted by Bloor
          Research shows that "Deploying thin client technology across enterprises
          can cut costs by up to 70%".




                                                                                       Introduction• 6
2X ApplicationServer System Requirements

         2X Publishing Agent and 2X SecureClientGateway are preferably installed on
         the following operating systems: Windows 2008/R2Server/Enterprise Server;
         Windows 2003 Server/Enterprise Server; Windows 2000 Server/Advanced.


         2X Terminal Server Agent must be installed on Windows
         2008/R2Server/Enterprise Server with Terminal Services enabled; Windows
         2003 Server/Enterprise Server with Terminal Services enabled; Windows
         2000 Server/Advanced Server with Terminal Services enabled.


         2X Client is approved for the following operating systems: Windows 2000,
         Windows 2003, Windows XP, Windows Vista, Windows 7, Windows CE,
         Windows Embedded, Mac 10.5.x and above. 2X Client is now available for
         iOS (iPhone and iPad) and for Android.


         The 2X Client is also approved for the following 32-bit Linux distributions:
         Ubuntu 8.04, Ubuntu 8.10, Ubuntu 9.04, Ubuntu 9.10, OpenSuse 11.1,
         Fedora Core 9, Fedora Core 11, CentOs 5.2, VectorLinux 6.0.


         NOTE: The 30-day trial version and the full version of the application have
         the same features. After the 30-day trial period has expired, the only action
         necessary will be to enter a valid license key on the Licensing page. Re-
         installation will not be necessary. Please refer to the „Licensing‟ chapter in
         this manual for more information.




                                                                                        Introduction• 7
INSTALLING 2X APPLICATIONSERVER


   Before you run the installation procedure please make sure that you are logged on
   with administrator rights and that the system requirements are met.

   Make sure all other Window programs are closed.

   The „2XAppServer.msi‟ file can be found on our website, www.2X.com, available as
   a free download. Run the 2X ApplicationServer setup program on the machine to be
   used as your access point to your terminal servers and/or virtual hosts.

   Choose what to install according to your needs and requirements. Two common
   scenarios are the „regular gateway scenario‟ and the „direct mode scenario‟.
   For more advanced and alternative scenarios and solutions please read 2X Server
   Based Computing Guide.



   Double click on the 2XAppServer.msi file and a welcome dialog box will appear.

   Click „Next‟.




   2X ApplicationServer Setup Program welcome screen.

   Accept the license agreement by checking the „I accept the terms in the License
   Agreement‟ checkbox.




                                                                     Installing 2X ApplicationServer• 8
The License Agreement.



Accept the default location or Browse to where you want to install 2X
ApplicationServer and click „Next‟.




Choosing the location where 2X ApplicationServer will be installed.

Select 2X ApplicationServer XG for complete product installation.




                                                                      Installing 2X ApplicationServer• 9
Choose Your Installation type Setup Wizard installs 2X ApplicationServer



Click install to continue with the installation of 2X ApplicationServer.




Click on Finish to launch the Configuration Utility. If the utility does not automatically
open, go to Start>2X Application Server Console to launch the utility.




                                                                           Installing 2X ApplicationServer• 10
Setup Completed




                  Installing 2X ApplicationServer• 11
2X ApplicationServer Services

To start, stop and configure 2X ApplicationServer Services, run the Microsoft Management Console
‘Services.msc’. 2X ApplicationServer services are configured to start automatically when the system
starts. The services installed depend on the installation you selected.




                2X Secure Client Gateway, 2X Publishing Agent, 2X Redundancy Service and 2X Terminal
                Server Agent, 2X VDI Agent



                2X Publishing Agent - provides load balanced applications and desktop
                publishing.
                2X Redundancy Service - provides redundancy to 2X ApplicationServer
                2X SecureClientGateway - tunnels all traffic needed by 2X applications on a
                single port and provides secure connections.
                2X TerminalServer Agent – provides terminal server information to 2X
                Publishing Agent
                2X VDI Agent – provides VDI host information to the 2X Publishing Agent


                NOTE: All users who are connected via the 2X Secure Client Gateway will be
                disconnected if the 2X Secure Client Gateway service is stopped or restarted.
                Note that the default port (80) may already be in use (for example, by an
                HTTP server) – in this case it will be necessary to use a port number not
                currently in use by other local services.




                                                                                  Installing 2X ApplicationServer• 12
Pre- Configuration MS Terminal Server Settings

With Terminal Services Configuration, you can reconfigure the properties of the RDP-TCP
connection, including limiting the amount of time client sessions can remain active on the
server, setting protection levels for encryption, and selecting which permissions you want
users and groups to have.

Terminal Services Group Policies or Terminal Services extension to Local Users and Groups
are the settings that you use to set connection properties on a per-user basis. You can set
different session time limits for each user when you use the Terminal Services extension to
Local Users and Groups.

Use Terminal Services Configuration to set the same time limit to all users who log on using
the same server connection.




                Configuring Terminal Services Connections



        From the Start menu > Administrative Tools>Terminal Services Configuration



Server Settings

Click on Server Settings and click the ‘Restrict each user to one session option’. This enables
reconnections to previously disconnected user sessions, conserving server resources.

                NOTE: This feature is also configurable in the „Load Balancing‟ section.




                                                                           Installing 2X ApplicationServer• 13
Connection Settings

Select ‘Connections’ and double-click the ‘RDP-TCP’ connection. This will open the RDPTCP
Properties dialog box.


Logon Settings Tab




               Logon Settings



       Verify that the ‘Always prompt for password’ checkbox is unchecked; allowing clients
       to launch applications using the credentials that have been saved on the 2X Client.
       This will avoid unnecessary repeated authentication cycles.




                                                                        Installing 2X ApplicationServer• 14
Environment Tab




           Environment



           On the „Environment‟ tab make sure that the option ‘Run initial program
           specified by user profile and Remote Desktop Connection or Terminal
           Services client’ is ENABLED. Click Ok.




                                                                    Installing 2X ApplicationServer• 15
CONFIGURING 2X APPLICATIONSERVER


Introduction to the Configuration of ApplicationServer

After you have installed 2X ApplicationServer you can now launch the 2X ApplicationServer
Console for additional configuration.




                Launching the 2X ApplicationServer Console


               To open the 2X ApplicationServer Console go to:

               Start > [All] Programs > 2X > ApplicationServer > 2X ApplicationServer
               Console




                                                                      Configuring 2X ApplicationServer• 16
2X ApplicationServer Console Environment & Components

The 2X ApplicationServer Console is a completely self-contained environment that is used to
enable Universal Printing and Scanning, publish seamless applications, also providing load
balancing to published desktop sessions and Virtual Desktop Hosts, Terminal Server and/or
Citrix sessions. Below is a brief description of each component located in the Navigation Bar.



Components of the Navigation Bar

                   Farm
                    Add Virtual Desktop Hosts, Microsoft Terminal Servers and Citrix Servers
                    to the farm.
                   Load Balancing
                    Choose the load balancing method to be used.
                   Publishing
                    Publish applications, application groups, virtual desktops and desktops.
                   Universal Printing
                    Enable Universal Printing to each Terminal Server.
                   Universal Scanning
                    Enable Universal Scanning to each Terminal Server.
                   Connection Settings
                    Configure which port to use for each service.
                   Client Settings
                    Configure and enable client settings.
                   Information
                    Find information about the modules used, enable logging, and enable
                    notification.
                   Licensing
                    Obtain or review your licensing information and license number for 2X
                    ApplicationServer products.




                                                                         Configuring 2X ApplicationServer• 17
Console Environment




    Console Environment/Publishing



                    1.     The Navigation Bar enables you to navigate through the main
                           features offered by 2X ApplicationServer Console. You can also
                           change which features are displayed using the View Menu.
                    2.     The Published Applications Explorer panel is a navigational
                           tree which represents the organization of your published
                           applications, application groups and desktops.
                    3.     The Published Applications Properties panel contains up to
                           four additional tabs that will display Information, Publish From,
                           Application and Filtering options for each published application.
                    4.     The Publishing Tools allow you to Add, Delete, and Disable,
                           Sort and Find for selected published applications. You can also
                           move your published applications using the Move Up or Move
                           Down tools. The publishing tools also provide you with the ability
                           to publish your applications to the web.
                    5.     The Toolbar consists of a set of tools grouped together that
                           provides quick and convenient access to commonly performed
                           operations.




                                                                       Configuring 2X ApplicationServer• 18
Console Environment – Basic Layout




    Console Environment – Basic Layout



                 1. The Navigation Bar enables you to navigate through the main
                    features offered by the 2X Console. You can also select which main
                    feature to be displayed from the View Menu.
                 2. The Properties Pane is the main area from where you can edit and
                    modify each configuration.
                 3. The Information Pane gives a quick look and summary about the
                    particular selected page.
                 4. The Toolbar consists of a set of tools grouped together to provide
                    quick and convenient access to commonly-performed operations.




                                                                    Configuring 2X ApplicationServer• 19
Main Menu - 2X Console Settings

File Menu

2X ApplicationServer will allow you to easily backup and restore your configuration. The entire
configuration is saved to a „.dat‟ file in XML format. This tool can also be useful if you want to
distribute the same settings across other 2X Consoles.




File – Import Settings and Export Settings



                    To Backup Settings – Click File and ‘Export Settings…’ and make sure to
                    save the .dat file in a secure location.


                    To Restore Settings – Click File and ‘Import Settings…’ and open the .dat
                    file. The settings will be retrieved and activated after you click the ‘Apply’
                    button.

                    The configuration files include all the settings that have been configured and
                    saved throughout the 2X ApplicationServer console. This includes all
                    terminal servers, load balancing methods, list of applications, connection
                    settings and the license keys.

                    This tool is very useful as a configuration backup procedure, especially if you
                    would like to distribute the same settings across other installations of the 2X
                    ApplicationServer applications.




                                                                             Configuring 2X ApplicationServer• 20
View Menu

The View Menu enables you to navigate through the main features offered by the 2X
Console. You can also choose to view or not to view the toolbar from this menu.


Language Menu

Changing the language to your preferred language is as easy as clicking on the Language menu.
This feature allows you to change all functions in the console to your preferred language. The default
language will use the language that is configured in the Regional and Language Options.


Help Menu

        The Help menu contains several features listed below:


           Access the 2X ApplicationServer by clicking on Manual
           Online version of the manual
           Obtain contextual help about a particular field or control by clicking on
            Help>Context Help. When the mouse pointer changes to a „?‟ pointer, you are
            able to click on any item and display relevant „help‟ for that particular field or
            control. You may also use „F1‟ or click on the „Help‟ button located in the right-
            bottom corner of the console.
           To order online while you are using the console, click on „Help‟ and select ‘Order
            Online…’ A new page will open in your default browser guiding you on how to
            order this product.
           Sending a query to 2X support is as easy as clicking on the Help menu and
            selecting „Send Support Request‟. A form will load and you will be able to enter
            the details of the problem and your information.
           Version information of the product.


            NOTE: The application will automatically send your settings and the current log
            file so that 2X support can replicate your problem. You are also able to send an
            attachment with your query such as a screenshot to support your query.




                                                                          Configuring 2X ApplicationServer• 21
Toolbar Settings

To customize the toolbar, right click in the Toolbar area and select „Customize…‟ You can
customize the button and icon view according to your preferences.




                Toolbar Settings




                                                                       Configuring 2X ApplicationServer• 22
2X STARTUP WIZARD


2X ApplicationServer incorporates a Startup Wizard which will guide you through each step
needed to setup Virtual Desktops, Published Applications, Published Desktops or Terminal
Servers (for load balancing) in a quick and efficient manner. In the toolbar area, simply click
on the Wizard icon or you can also choose from the options located in the tool bar of 2X
ApplicationServer Console.


        NOTE: Press „Cancel‟ if you want to configure your farm manually. Click here to go
        directly to setting up your Farm.




        Startup Wizard



        Start by selecting what you want to publish. You can choose from:


                        Virtual Desktop – Add a new Virtual Host and publish a virtual desktop.
                        Published Application – Add a new Terminal Server and publish
                         applications.
                        Published Desktop – Add a new Terminal Server and publish a desktop.
                        Setup LoadBalancer – Add Terminal Servers to the 2X LoadBalancer




                                                                                       2X Startup Wizard• 23
Publish a Virtual Desktop




        Virtual Desktop Configuration



        Enter a Name and Description for the published virtual desktop.


Properties


In the ‘Connect to’ field, choose where you want your Virtual Desktop to connect to:


                      Any Guest – The Virtual Desktop connects to any guest from a selected
                       Pool. Click on the drop down arrow to choose which Pool to connect to.
                      Specific Guest - Will connect the virtual desktop to a specific Guest. Click
                       on the drop down arrow to choose Virtual Guest.
                      Guest - Connects the Virtual Desktop to a Guest from a selected Pool.
                       Click on the drop down arrow to choose the Pool. In the ‘where name
                       equals’ field, select the Username or IP Address.
                      Specific 2X Template – This option will allow you to connect the Virtual
                       Desktop to a specific 2X Template.


Persistent Checkbox


Check this box so that the User connects to the same Guest. (Available with Any Guest, Guest and
Specific 2X Template)




                                                                                         2X Startup Wizard• 24
Publish an Application

Select where you want to publish the application from:


           All Servers in Farm - includes all the servers that are added to the farm. If only
            one server is present you will be automatically be taken to the „Startup Wizard –
            Publish Applications‟ dialog box.
           Server Groups – This option is not available for publishing applications.
           Individual Servers - allows you to choose the servers you would like to use to
            publish an application one by one by checking the checkbox next to the name of
            the server.
           New Server - add a new server to the farm and use it to publish an application.




        Publish An Application




                                                                                      2X Startup Wizard• 25
Add Applications

Click on the ‘Browse…’ button and select the Executable (.exe) file of the application
that you would like to publish.

You can also drag and drop an executable (.exe) file onto the box at the top of the
dialog box.

You will see a new entry in the list box which shows all applications that will be
published. When all applications to be published have been selected, click on Finish.




        Publish Applications




                                                                                      2X Startup Wizard• 26
Publish a Desktop

        Select where you want to publish the desktop from:


           All Servers in Farm - Includes all the servers that are added to the farm. If only
            one server is present you will be automatically be taken to the „Startup Wizard –
            Publish Applications‟ dialog box.
           Server Groups – This option is not available for publishing desktops.
           Individual Servers - Allows you to choose the servers you would like to use to
            publish a desktop, by checking the checkbox next to the name of the server.
           New Server - Add a new server to the farm and use it to publish an desktop.




        Published Desktop



After you have determined the source of the published desktop, all you need to do is name it
and add a description.

Click „Finish’ to complete the process.




                                                                                    2X Startup Wizard• 27
Setup LoadBalancer

        Select „Setup LoadBalancer’. Each available server in the farm is listed and the
        information regarding each Agent is also listed.


        Select the connection type. The choices are MS Terminal Server (RDP), Citrix
        Server (ICA) or Both (RDP/ICA).


        Check the box next to each server that you would like to add to the LoadBalancer.




        Select the server to be used for load balancing



When you have selected all the servers that you want to add, simply click on „Finish’.




                                                                                     2X Startup Wizard• 28
FARM


     2X ApplicationServer provides connectivity with Multiple Farms and the ability to
     publish seamless applications or published desktops from multiple servers
     simultaneously.



Farm Info Tab
     Click on Farm in the Navigation panel. The Farm Info tab lists the amount of Active
     Servers, Backup Servers, Gateways, Remote PC‟s, Terminal Servers, VDI Hosts,
     VDI Pools and 2X Templates (not shown) in the information panel.




                                                                                           Farm• 29
Farm Design Tab
In the Farm Design tab administrators are allowed to view and change their infrastructure graphically,
providing ease of use and administrative control. You can easily add Terminal Servers, Gateways,
hypervisors and other network components.




Farm Design Tab



From the toolbar, select the component to add from the following:
       Terminal Server (See section „Add a Terminal Server‟)
       VDI Host
       Remote PC
       Gateway
       Backup Server

To view the infrastructure in Full Screen mode, click the „Full Screen’ button. In full
screen mode, you can still add components.




                                                                                               Farm• 30
The Infrastructure design may be printed by clicking ‘Print’ button in the header.
Doing so would pop up the following window:




2X Farm Design - Print

Adjust the printing parameters accordingly. Select the „Printer‟ you would like to print
from. Finally press OK to print.

If the „Printer‟ button is not available (as shown in the following screenshot below),
press Ok and the Infrastructure design will be printed on the default printer.




2X Farm Design – Printert button not available




                                                                                           Farm• 31
Terminal Servers

On this page you can add Terminal Servers or Citrix Servers to the farm. You have two
options to add servers to the farm.

You can either automatically search for available Terminal Servers or Citrix Servers within
your domain by clicking the „Find…‟ button
Or
You can click on the „Add…‟ button to add the Terminal Servers or Citrix Servers if you know
the machine name or IP address.




Add Terminal Servers or Citrix Servers to the farm



                    NOTE: The checkbox next to the server name indicates that the particular
                    server is available to users on this farm. To disable a server temporarily,
                    uncheck this box.




                                                                                                  Farm• 32
Find a Terminal Server
Click the „Find…‟ button to automatically search for available Terminal Servers and
Citrix Servers.




        Find available Terminal Servers


All Terminal Servers and Citrix Servers within your domain will appear on the list of available servers
to your farm, also identifying terminal server type (Windows or Citrix) and availability of 2X Terminal
Server Agent on the respective server. To add a server to the farm, enable the checkbox in front of
the server name. Click the „OK’ button to save your changes.


                 NOTE: It will be necessary to install 2X Terminal Server Agent on all
                 Terminal Servers and Citrix Servers before they can successfully
                 participate in a load-balanced farm.




                                                                                                 Farm• 33
Add a Terminal Server

To add a server to your farm click the „Add…‟ button and then type the server name or IP
address in the „Server:‟ field as shown in the figure below. Then click „Next’.




        Configure each server properties



2X ApplicationServer will check and make sure that the 2X Terminal Server Agent is installed.
Check the status and if the service is not installed, click the „Install…‟ button. . If you unable
to install the Terminal Server Agent please refer to section “TS Agent manual Installation” to
manually install the agent.




        Add Terminal Server



Click „Add‟ if the Agent is already installed.




                                                                                                     Farm• 34
Editing a Terminal Server

To edit the configuration of each Server, select a server and click the ‘Properties…’ button.


You can also double click each Server to edit its configuration.


Properties Tab




        Server Properties / Properties Tab




Enable or disable the use of the terminal server in the farm by using the ‘Enable Server in
farm’ checkbox.


To change the server name or IP address of a particular terminal server, use the ‘Server’
field. Each terminal server can be configured to accept RDP traffic, ICA traffic or both from the
‘Type’ field.


Enter the maximum number of sessions you want this server to accept. A ‘Description’ can be
added to each server to clearly identify each terminal server.




                                                                                                    Farm• 35
Agent Settings Tab




        Agent settings



Enter the RDP port that will be used to connect a session.


The ‘Change Direct Address’ checkbox allows you to configure and enter a new direct address. This
address is used in Direct Connection mode only (internal or external IP address); depending on
where your clients will be. If the IP address is external, they must be assigned at your firewall to your
servers.


‘Publishing Session Timeout’ field is used to set the amount of time that each session will stay
connected in the background after the user has closed all published applications. This is done to
avoid unnecessary reconnections with the server.


Checking the ‘Allow Client URL/Mail Redirection’ box allows http and mailto links to be opened using
local applications instead of using terminal server resources.


‘Logging’ allows the server to log actions that occur on the server; and also identifies any issues
related to the server. Click on ‘Request Log…’ to download a copy of the log file. You can clear the
server‟s log file by clicking ‘Clear Log File’. This feature can also be accessed on the Terminal
Servers tab by right-clicking directly on the server and clicking on „Debug Mode‟. To be able to
download or clear the log file, the 2X Terminal Server Agent must be running in debug mode.




                                                                                                  Farm• 36
RDP Printer Tab




        RDP Printer Settings



The RDP Printer tab gives you the option of selecting the format of redirected printers. The
format may vary depending of which version and language of the server you are using.


Set your RDP Printer Name Format by choosing from the following three options:


                     Printername (from Computername) in Session no.
                     Session no. (computername from) Printername
                     Printername (redirected Session no)




                                                                                               Farm• 37
Check ‘Remove session number from printer name’ to remove the session number
from printer name.




Printer Settings with Redirected Printer



Check ‘Remove client name from printer name’ to enable that feature.




Printer Settings with Redirected Printer, Removed Client Name and Session Number




                                                                                   Farm• 38
Scheduler Tab




        Scheduler



Using the Scheduler, you can configure your terminal server to not accept connections between set
times. To add a Scheduler Entry simply click ‘Add’ and enter the date and time you want to restrict
access to the terminal server. The ‘Duration’ field accepts time in days, hours, minutes, seconds or
any combination. Example: 3 days, 5 hours, 45 minutes, 30 seconds. The ‘Repeat’ field allows you to
repeat the scheduled entry.




                Add Scheduler Entry



The Scheduler tab will be available when editing the terminal server‟s properties.


„On disable’ field allows you to choose what action should be taken for current sessions by 2X
ApplicationServer , once a terminal server has been disabled during a scheduled active entry.



                                                                                                 Farm• 39
NOTE: 2X Terminal Server Agent should be installed on each terminal server added to the
        farm. 2X Terminal Server Agent collects the information required by the 2X Publishing Agent
        so that each session is able to load balance according to available resources.

        For more information on installing the Terminal Server Agent, please refer to section “TS
        Agent Manual Installation” to manually install the agent.


Delete a Terminal Server

To delete a terminal server from the farm, select the particular server and click the ‘Delete’ button.
You can also use the Delete key from the keyboard instead of using the ‘Delete’ button.

Server Groups

Click the ‘Add…’ button in the Server Groups Panel to create a server group or to organize your
terminal servers in groups. In the ‘Name’ field type the name of the server group; then select the
servers that should be included in that group.

Server Groups are useful when you want to publish an application or a desktop which is located on a
number of MS Terminal Servers but not in the entire farm. For example, you can group MS Terminal
Servers that host particular applications and then select that group in the ‘Publish From’ tab when
publishing applications.

Groups are also useful when configuring specific filters so that connections to non published desktops
can be redirected to specific servers.




                Group Properties




                                                                                                  Farm• 40
VDI Hosts

The VDI Hosts page contains the settings that allow you to add VDI Hosts (VMware, Microsoft Hyper-
V, Citrix, Parallels, Microsoft Virtual Server, Oracle VirtualBox, Virtual Iron, etc).
There are two ways to add a VDI Host to the farm. You can automatically search for available VDI
Hosts within your domain by clicking the ‘Find…’ button or you can click on the ‘Add…’ button to add
the VDI Hosts, if you know the machine specifications.




VDI Hosts – Add or Find a VDI Host




         NOTE: The checkbox next to the server name indicates that the particular server is available
         to users on this farm. To temporarily disable a server, uncheck this checkbox.




                                                                                               Farm• 41
Find a VDI Host
Click the „Find…‟ button to automatically search for available VDI Hosts.




        Find available VDI Hosts




All VDI Hosts within your domain will appear on the list of available servers to your farm, also
identifying agent status, host type and version. To add a server to the farm, check the box in front of
the server name the click „OK‟.

Click on the „Install Agent‟ button to install the VDI Agent. For more information please refer to
Installing the 2X VDI Agent Manually.




                                                                                                     Farm• 42
Add a VDI Host

To remotely add a host to your farm click the ‘Add…’ button and then choose a ‘VDI Type’. Enter the
host name or IP address in the ‘VDI Host:’ field as shown in the figure below.

Appliance settings can only be used with certain servers. Please refer to the list of approved
providers and choose the specific document for more information on how to connect to your virtual
host.




        Remotely add a new Host



Click „Next‟ to continue.




                                                                                             Farm• 43
2X ApplicationServer will check to make sure the 2X VDI Agent is installed. If the Agent did not reply
or the service is not installed, click the „Install…‟ button.

        NOTE: To install the VDI host manually, refer to „Installing the VDI Agent Manually‟ section of
        this manual.


Click „Next‟ if the Agent is already installed.




        VDI Agent Information




                                                                                                Farm• 44
VDI Host Properties




        Configure each VDI Host properties



To enable this host in the farm, make sure that the ‘Enable Host in farm’ box is checked.

In the VDI Type: field, select the VDI provider of the host and enter the version that you are using into
the ‘VDI Version’ field. To change the host name or IP address of a particular VDI host, use the ‘VDI
Host’ field.

Enter port number in the ‘VDI Port: field.

Appliance settings can only be used with certain servers. Please refer to the list of approved
providers and choose the specific document for more information on how to connect to your virtual
host.

To start using the new host, please enter the username and password of the host.

If you would like to test the username and password before using, click on ‘Check Credentials’ before
clicking ‘OK’.




                                                                                                  Farm• 45
Agent Settings




        Configure the VDI Agent Settings



To connect to the VDI Host directly check the ‘Change Direct Address’ box. This address is used in
Direct Connection mode only (this is an internal or external IP address) depending on where the
clients will be. (If external, these IP addresses must be assigned at the firewall to your servers).

Enter a „Description‟ so that the host can be easily identified.

In the ‘Max connections’ field, enter the maximum number of connections this host will accept.

‘Publishing Session Timeout’ field is used to set the amount of time that each session will stay
connected in the background after the user has closed all published applications. This is done
to avoid unnecessary reconnections with the server.

Checking the ‘Allow Client URL/Mail Redirection’ box allows http and mailto links to be opened using
local applications instead of using terminal server resources.

‘Logging’ allows the server to log actions that occur on the server; basically used to identify any
issues related to the server. Click on ‘Request Log…’ to download a copy of the log file. You can
clear the server‟s log file by clicking ‘Clear Log File’. To be able to download or clear the log file, the
2X Terminal Server Agent must be running in debug mode.

        NOTE: It will be necessary to install 2X VDI Agent on all VDI Hosts before they can
        successfully participate in a load-balanced farm.




                                                                                                     Farm• 46
RDP Printer Tab




        RDP Printer Tab



The RDP Printer tab gives you the option of selecting the format of redirected printers. The format
may vary depending of which version and language of the server you are using.


Set your RDP Printer Name Format by choosing from the following three options:


           Printername (from Computername) in Session no.
           Session no. (computername from) Printername
           Printername (redirected Session no)




                                                                                               Farm• 47
Check ‘Remove session number from printer name’ to remove the session number from
printer name.




Printer Settings with Redirected Printer




Check ‘Remove client name from printer name’ to enable that feature.




Printer Settings with Redirected Printer, Removed Client Name and Session Number




                                                                                   Farm• 48
Scheduler Tab




        Scheduler Tab



Using the Scheduler, you can configure your virtual server to not accept connections between set
times.
To add a Scheduler Entry simply click ‘Add’ and enter the date and time you want to restrict access to
the terminal server.




                                                                                               Farm• 49
Add Scheduler Entry


The ‘Duration’ field accepts time in days, hours, minutes, seconds or any combination. Example: 3
days,, 5 hours, 45 minutes, 30 seconds.
The „Repeat‟ field allows you to repeat the scheduled entry.

The Scheduler tab will be available when editing the terminal server‟s properties.

The ‘On disable’ field allows you to choose the action taken on the current sessions by 2X
ApplicationServer once a terminal server is disabled while a scheduled entry is active.


Edit a Virtual Host
To edit the configuration of each host, select the particular host and click the „Properties…‟
button. You can also double-click on each host to edit its configuration.


Delete a Virtual Host

To delete a host from the farm, select the particular host and click the „Delete‟ button. You
can also use the Delete key from the keyboard instead of using the „Delete‟ button.




                                                                                                 Farm• 50
Check Agent

Once you have finished adding your Virtual Desktop Hosts, select a virtual host and click the „Check
Agent‟ button. If the 2X Publishing Agent can communicate with the 2X VDI Agent running on the
host, you will receive this message:




        2X VDI Agent verified by ‘Check Agent’



                 NOTE: Make sure that the 2X VDI Agent is installed on each Virtual Desktop Host
                 added to the farm. 2X VDI Agent will collect the information required by the 2X
                 Publishing Agent to load balance each session according to available resources.




                                                                                              Farm• 51
VDI Virtual Guests Settings
To view the Virtual Guests connected to the selected Virtual Desktop Server click on ‘Virtual Guests
Settings…‟

From here you can start, stop, suspend or reset any of the Virtual Guests connected to the server.




Virtual Guest List

The above example shows a particular Guest in a „Suspended‟ state. The only option available is to
„Start‟ the service.


In the example below, the selected Guest is in a „Powered On‟ state, so the options are to Stop,
Suspend or Reset.




                                                                                               Farm• 52
To view the advanced settings of the a selected Virtual Guest, click on ‘Properties...‟.




        Virtual Guest Advanced Settings



                     Enable ‘Do not use this guest’ checkbox so the system ignores the
                      particular Virtual Guest.
                     The „Computer Name’ field allows you to set the network name (domain
                      name / IP address) of the computer that the system will use to connect to
                      the Virtual Guest.
                     The ‘Port’ field contains the port number that the system will use to
                      connect to the Virtual Guest.
                     Use the ‘Connection Timeout’ field to set a time limit on attempts a 2X
                      ApplicationServer can connect to the particular Virtual Guest.
                     ‘Protocol’ is the method used for 2X ApplicationServer to communicate
                      with the Virtual Guest.
                     You can set what actions the guest will take if a user disconnects from a
                      session by choosing an option from the ‘If session disconnects’ drop
                      down list. You can choose the amount of time that needs to pass before
                      the selected action is taken.
                     A session can be terminated after the user disconnects from the session.
                      You can choose the amount of time that needs to pass before the
                      disconnected session is terminated. The user can reconnect to a
                      previous session if that session is still available.




                                                                                                  Farm• 53
Pool Management

Pools offer administrators more flexibility when managing an extensive number of Guests, especially
when they are implemented in large company infrastructures. 2X ApplicationServer console
provides the framework and tools needed to create a complete Pool Management foundation.


To add a Pool to your farm click the green „+‟ symbol and then enter the Pool name.
To delete a Pool, click on the Pool in the Name list and then click on the red „-„ symbol.




Pool Management Tab



The „Default‟ Pool includes all Guests in the farm.




                                                                                             Farm• 54
Adding Pool Members to a Pool

Select the Pool that you want to add Members to and then click on the ‘Add...’ button.




Adding Guests to a Pool



Choose from the following types of Guests:


             All Guests in Farm: All guests that are located in the farm..
             All Guests in Host: All guests that are located on a particular host.
             Guest: A single guest located in the farm.
             Native Pool: Group of guests that have been previously configured from the
              hypervisor management tool. Please note that the hypervisor may use different
              terminology instead of pools (e.g. resource pools)
             2X Template: Guests that are automatically created from a 2X Template.


Wildcard Function
The Wildcard field is used to match specific guests from any available guests within a pool.
Select the guests from the list and add to your Pool. Use the asterisk ( * ) symbol to match
any characters.
For example, XP* will find only guests whose name starts with XP and *XP* will find guests
with XP in their name.




                                                                                               Farm• 55
Delete a Pool Member
Select the Pool member you want removed and click on „Delete‟. The selected Guest is then deleted
from that Pool.


Pool Guests

The Pool Guests button allows you to view and manage Guests in a particular Pool. Select a
Pool and the Guests that are included in that Pool appear in the Virtual Guests List.


Click on the ‘Refresh’ button to view new additions to the Pool list.
Click on a Guest in a Pool and then click on ‘Clear Settings’




Virtual Guests List




Choose a Guest from the Virtual Guests List and click on „Check Agent‟ to verify that the
Guest Agent is installed.




                                                                                             Farm• 56
Select a Guest within a Pool and click on Properties.




        Guest Advanced Settings



The Guest Advanced Settings dialog box appears and you can further configure each Guest
in the Pool.


                    Enable ‘Do not use this guest’ checkbox so the system ignores the
                     particular Virtual Guest.
                    The „Computer Name’ field allows you to set the network name (domain
                     name / IP address) of the computer that the system will use to connect to
                     the Virtual Guest.
                    The ‘Port’ field contains the port number that the system will use to
                     connect to the Virtual Guest.
                    Use the ‘Connection Timeout’ field to set a time limit on attempts a 2X
                     ApplicationServer can connect to the particular Virtual Guest.
                    ‘Protocol’ is the method used for 2X ApplicationServer to communicate
                     with the Virtual Guest.
                    You can set what actions the guest will take if a user disconnects from a
                     session by choosing an option from the ‘If session disconnects’ drop
                     down list. You can choose the amount of time that needs to pass before
                     the selected action is taken.
                    A session can be terminated after the user disconnects from the session.
                     You can choose the amount of time that needs to pass before the
                     disconnected session is terminated. The user can reconnect to a
                     previous session if that session is still available.




                                                                                                 Farm• 57
2X Templates
With the aid of 2X Templates you can better utilize host resources. 2X Templates allows you to
automatically create and deploy Guest VMs when needed. To create a 2X Template, click on the 2X
Templates tab and then click on Add…




Creating a 2X Template


The Virtual Guests List dialog box appears. Select a Guest that will be designated as a 2X Template,
then click on OK.




Adding a 2X Template




                                                                                             Farm• 58
Once you have selected which guest you will be converting to a 2X Template, the Guest Agent
Information dialog box appears containing all the information that is associated with that particular
Guest.




Creating a 2X Template


If the agent is not verified or installed, you can install it by clicking the “install” button. The Guest
Agent makes it possible to create new clones, use universal printing and scanning.




Installing 2X Guest Agent




                                                                                                       Farm• 59
After the Guest Agent has been installed a new dialog box appears showing the updated Guest Agent
information. Click ‘Make Template’ to create a 2X Template.




Guest Agent Information




2X Templates Information button



Given that clones are created from the templates, it is possible to view information about the clones
created from the templates by clicking „Info…‟




                                                                                                Farm• 60
Template Guests Lists Information

If the Guest Agent needs to be updated, you can do it from this window.


         Maintenance Mode
If there is the need to update the template OS, you need to put the template into Maintenance Mode.
In the mode the OS can be booted and modified, Once the desired changes have been applied you
can put the template off Maintenance Mode.
This is required when you need to: install Operating System service packs, install new software, or
uninstall current packages.

During maintenance mode, clones cannot be created from the guest, and the entry from the 2X
Templates in Farm becomes greyed out.




2X Templates List

         NOTE: When maintenance mode is applied on a template, this will only effect
         newly created VMs. Any VMs already created, are not effected.



                                                                                             Farm• 61
2X Template Properties
Select a 2X Template from the list and then click on Properties. The 2X Template Properties dialog
box opens.


Properties Tab




        Properties Tab


        2X Template: Enter a descriptive name for the 2X Template or re-name existing templates.

        Maximum Guests: The maximum number of guests that can be created.

        Pre-created Guests: Enter the number of guests that will be pre-created so that users will
        find a desktop ready without having to wait for the cloning process to finish.

        Guest Name: Enter the Guest Name. Please note that each guest name is appended with
        the guest ID.

        If you don‟t want to allocate space on the server for Guests that are not in use, enable the
        ‘Check the ‘Delete unused guests‟ checkbox and set the time limit if you would like the guests
        that are not being utilized deleted.




                                                                                               Farm• 62
Advanced Tab




       Advanced Tab – HyperV templates


 The „Folder‟ field is the location where the newly created guests (created from the 2X Template by
 ApplicationServer) will be created.

This folder feature is available for Hyper-V, Parallels Server4, Citrix Xen and VCenter .


 If the hypervisor you are using supports Native Pools, then the newly created Guests will be part of
 the specified ’Native Pool:’ location.

 VmWare ESX, VmWare VCenter and VmWare Server 2 support Native Pools.




                                                                                               Farm• 63
Sys Prep Tab

The SysPrep tab contains settings you need to be able to join your Guest to either a workgroup or a
domain.




SysPrep Tab


Computer Name: Enter the computer name that will be using the 2X Template guest.

Owner Name: Enter the user or owner name of the user that will be using the 2X Template guest.

Organization: Enter your organization‟s name

Administrative password: Enter the administrator password.

Join workgroup: Select this option if the guest will be part of a workgroup. Enter the workgroup
name in the field provided.

Join domain: Select this option if the guest will be part of the domain. Enter the appropriate
information such as the domain name and the administrative credentials.




                                                                                                 Farm• 64
License Keys Tab

The License Keys tab allows you to add the licensing information of the Guest‟s operating system.




License Keys Tab




         Add License Key




Click on Add and the ‘Add License Key’ dialog box appears. Enter the License key information and
the maximum number of guests that will be using the license.




                                                                                             Farm• 65
Persistent Guests

When a published application from a guest is set as persistent, the first time a user launches
the application, the publishing agent will create a persistent guest rule. Below is the list of
rules that the publishing agent preserves. The publishing agent will always connect the user
to the same guest when the persistent rule is used.


The Persistent Guests can be viewed and managed on this tab. The information that is
provided includes the Guest name, Host IP address, the last time this guest was used, when
the persistent guest rule was created and the state of the persistent rule. Click on the
headings and you can choose to show or hide any of the column headings.




Persistent Guest Rules


Click on the ‘Refresh’ button to view new additions to the Persistent Guests list.

To delete a persistent guest entry, select and click on „Delete‟.

To delete all the existing persistent guests in the list, click on „Delete All‟.


Choose to automatically remove „persistence‟ if the guest is not used for the specified amount of time.
Choose from 24 hours, 1 day, 1 week or 30 days.




                                                                                                  Farm• 66
Remote PCs

With Remote PCs, a physical machine‟s desktop can be published (after it is added to the
Farm). This will enable 2X Clients connected to 2X ApplicationServer to open RDP
connections directly to a physical computer as opposed to a virtual desktop or a terminal
server session.

Automatically search for available Remote PCs within your domain by clicking the „Find…‟
button or click on the „Add…‟ button to add a Remote PCs.




Remote PC’s



        NOTE: The checkbox next to the PC name indicates that the particular PC is
        available to users on this farm. To disable a PC temporarily, uncheck the box.




                                                                                            Farm• 67
Find Remote PC’s

Click the ‘Find…‟ button to automatically search for available Personal Computers.




Find available Remote PCs




All available PC‟s within your domain will appear in the list of personal computers in
your farm. The Agent status is identified and the MAC address is also listed.

To add a PC to the farm, enable the checkbox in front of the PC name. Click the „OK‟
button to save changes.

Click on ‘Install Agent’ if the remote PC‟s agent is not found or needs to be installed




                                                                                          Farm• 68
Add /Delete Remote PC’s
To add a PC to your farm click the ‘Add…‟ button. Enter the remote PC‟s name or IP
address.


Enter the MAC address or simply click on the ‘Get MAC’ address button to add the MAC
identification.




Add an available Remote PCs




Delete Remote PCs

To delete a Remote PC, select it and click on the ‘Delete’ button. You can also use the Delete
key from the keyboard instead of using the „Delete‟ button.




                                                                                                 Farm• 69
Edit a Remote PC
To edit a Remote PC, select a remote pc from the list and click on ‘Properties’. Or double
click on a remote pc in the list and the properties dialog box opens.




Remote PC Properties

Properties Tab
Make sure that „Enable Remote PC’ box is checked so the new Remote PC is enabled in your
Farm.


In the „Remote PC‟ field, you can enter or edit the name of the remote pc.


Enter the MAC Address of the PC you would like to add. Use the ‘Get MAC‟ button, if you are
adding your local machine, to easily get the MAC Address.


Note: The MAC Address is needed if you want to use the „Wake on LAN’ feature. When
running a published PC desktop from the 2X Client, you will need the MAC address to boot up
a PC that may be switched off.


The ‘Protocol’ field identifies the protocol used by the Remote PC.


A ‘Description’ can be given which can be used to easily identify different Remote PC;s from
one another.




                                                                                               Farm• 70
Agent Settings Tab


The ‘Port’ field contains the port number that the system will use to connect to the Remote PC.


You can configure the direct address by checking the ‘Change Direct Address’ box and entering a
new direct address. This address is used in Direct Connection mode only. This can be an internal or
external IP address; depending where the clients will be.


If external, the IP address must be assigned at your firewall to your servers.




Agent Settings Tab



2X ApplicationServer is able to „wake‟ a PC by sending a packet over the network. This will
continue until the receipt of the packet is acknowledged or until the connection is timed out. In
the ‘Connection Timeout’ field, choose a connection time-out.
The ‘Publishing Session Timeout’ field allows you to designate a time before the publishing
session times out conserving system resources.


Checking the ‘Allow Client URL/Mail Redirection’ box allows http and mailto links to be
opened using local applications instead of using terminal server resources.




                                                                                                    Farm• 71
RDP Printer Tab

The RDP Printer tab gives you the option of selecting the format of redirected printers. The
format may vary depending of which version and language of the server you are using.


Set your RDP Printer Name Format by choosing from the following three options:


                                                                                                     P
                rintername (from Computername) in Session no.
                                                                                                     S
                ession no. (computername from) Printername
                                                                                                     P
                rintername (redirected Session no)




You can also remove the session number and the client name from the printer name by
enabling each of the corresponding checkboxes. Examples are shown below.




                                                                                               Farm• 72
Printer Settings with Client Name and Session Number




Printer Settings with Redirected Printer, Removed Client Name and Session Number




                                                                                   Farm• 73
Gateways

The 2X Console can manage all the 2X Secure Client Gateways on the Farm and will list them in the
„Gateways‟ section. The 2X Secure Client Gateway can also be remotely installed on a server.

Any 2X Secure Client Gateways connected to a 2X Publishing Agent will be automatically added and listed
as „Auto Discovered‟.




2X Secure Client Gateways




                                                                                           Farm• 74
Installing the 2X Secure Client Gateway Remotely from the 2X
Console
Click on the ‘Install…‟ button to start installing 2X Secure Client Gateway.

In the „Server‟ field, enter the name of the machine that will be used as a 2X Secure Client
Gateway or browse for available machines on the network.

Click ‘Resolve’ to retrieve the IP address of the machine.

The ‘Mode‟ field has two options, Normal and Forwarding. If the 2X Secure Client Gateway is
configured to be a forwarding gateway, all the connections will be forwarded to the next 2X
Secure Client Gateway. You can choose to forward connections to any 2X Secure Client
Gateway that has been already added to the Farm.




        Adding a 2X Secure Client Gateway




                                                                                               Farm• 75
Before installing the 2X Secure Client Gateway, you can choose to override the system credentials
that will be used for authentication.

Click „Install’ to start installing the 2X SecureClientGateway service on the remote
server.




Installing 2X Secure Client Gateway




NOTE: In order to install the 2X Secure Client Gateway, select ‘Custom’ in the Installation
Type and check the „2X Secure Client Gateway‟ option. Please refer to „Installing 2X
ApplicationServer‟ for more information on how to install the 2X Secure Client Gateway.




                                                                                              Farm• 76
2X Secure Client Gateway Properties

The properties of any 2X Secure Client Gateway available in the farm can be edited from the
2X Console.

Click on the 2X Secure Client Gateway you want to edit and click on ‘Properties…‟


Properties Tab




        2X Secure Client Gateway Properties



From the Properties tab, you can enable or disable the 2X Secure Client Gateway in the farm.

The server name and the IP address of the server can be edited on the properties tab.

Enter a brief description to easily identify the 2X Secure Client Gateway.


NOTE: The „Server’ and „IP(s)‟ fields can not be edited if the 2X Secure Client Gateway is installed
locally.




                                                                                               Farm• 77
Network Tab

2X Secure Client Gateway Port (default TCP 80) is used to tunnel all 2X traffic. The traffic
that is tunneled through this port include the 2X Publishing Agent traffic (load balanced
application and desktop publishing), HTTP Server and RDP traffic. The 2X Secure Client
Gateway Port is also used to tunnel secure connections (SSL).
RDP Port (default TCP 3389) is used for clients who require basic load balanced desktop
sessions. Connections on this port do not support published items.
Citrix Port (default TCP 1494) is used for the incoming Citrix connections which will be
forwarded to the configured Citrix servers according to the load balancing configuration. To
disable this service, uncheck the box in front of „Citrix Port‟.

Enable the ‘Broadcast 2X Secure Client Gateway Address’ checkbox to broadcast the 2X
Secure Client Gateway address, so that 2X Clients will be able to auto find their primary
server (2X Secure Client Gateway address).




        2X Secure Client Gateway network settings.



                 NOTE: If terminal services are enabled on the machine where the 2X
                 SecureClientGateway is installed, the RDP Port cannot be used.

Enable Thin Client PXE booting to allow thin clients on the network to connect to 2X
ApplicationServer to boot. This will enable the thin client user to download a version of 2X
ThinClientOS and install it on the thin client. You can set the TFTP Port and TFTP timeout.
TFTP is used to transfer the 2X ThinClientOS from the server to the client.

DHCP Proxy will allow the 2X ThinClientOS to discover the TFTP server on the network. If
you disable DHCP proxy, you must manually setup your DHCP server with the boot server
name and bootfile name.




                                                                                               Farm• 78
Advanced Tab
2X Secure Client Gateway tunnels all 2X traffic needed by 2X applications on a single port.
This gateway service gives the System Administrator the ability to tunnel the Terminal
Servers (RDP), HTTP Server (81) and 2X Publishing (20002) over one port which by default
is configured to port 80.

To configure the Advanced 2X Secure Client Gateway Setting, you‟ll need to assign a port
number in the „2X Secure Client Gateway port‟ which by default is configured to port 80 (make
sure that this port is not being used by another service) and then select the „Advanced’ tab
(shown below) to configure the HTTP Server, and 2X Publishing Agent.




        Advanced 2X Secure Client Gateway Settings



This Advanced dialog allows you configure the locations of the HTTP server(s) and the 2X
Publishing Agent.

If the services are running on other Servers, you will need to configure each setting with the
corresponding IP address or computer name.
(i.e. HTTP Server: webserver.internal.mycompany:81)




                                                                                                 Farm• 79
Advanced 2X Secure Client Gateway (Multiple 2X Secure Client Gateways)

2X offers the solution of installing multiple 2X Secure Client Gateways. These solutions offer
quite a bit of flexibility to Administrators.

As displayed in the diagram below, both 2X Secure Client Gateways are configured to
forward requests to the same 2X Publishing Agent.




                               WAN / INTERNET                                             MS Terminal Server
                                                                                        2X Terminal Server Agent


                                                    2X SecureClientGateway
                                                            Public


                                                                                          MS Terminal Server
                                                                                        2X Terminal Server Agent




                                                      2X Publishing Agent


                                                                                          MS Terminal Server
                         LAN                                                            2X Terminal Server Agent


                                                    2X SecureClientGateway
                                                            Private


                                                                                          MS Terminal Server
                                                                                        2X Terminal Server Agent

        Multiple 2X Secure Client Gateways forwarding requests to 2X Publishing Agent




                                                                                                                   Farm• 80
The Advanced tab is where you can configure each 2X Secure Client Gateway and configure
the 2X Publishing Agent.




       Advanced 2X Secure Client Gateway Settings



You can add additional 2X Publishing Agents by separating them with a semi colon or click on
the drop down arrow „ ‟ which will allow you to add more 2X Publishing Agents as displayed
in the figure below.




                Add 2X Publishing Agents list




                                                                                               Farm• 81
The first publishing agent in the Servers list will be used by default. In the event that the first
2X Publishing Agent fails to respond, the next 2X Publishing Agent will be used.

NOTE: 2X Terminal Server Agents cannot be assigned to multiple 2X Publishing Agents.
Therefore each 2X Publishing Agent should have a unique group of terminal servers. For
more advanced and alternative scenarios and solutions please read 2X Server Based
Computing Guide.


Advanced 2X Secure Client Gateway (Forwarding Mode)


2X Secure Client Gateway can forward requests to the next 2X Secure Client Gateway in the
chain (Cascading Firewall).

With this option enabled the 2X Secure Client Gateway installed on this machine [GATEWAY
1] (port:80 by default) will forward the requests to the next 2X Secure Client Gateway
[GATEWAY 2] configured in the 'Forwarding 2X Secure Client Gateway(s) list.




                                                                                         MS Terminal Server
                                      LAN                                              2X Terminal Server Agent




                                                                                         MS Terminal Server
                                                                                       2X Terminal Server Agent
                                                               MS Windows Machine
                                                                2X Publishing Agent
                                                              2X SecureClientGateway
                                                               SSL Enabled (443/80)
                                                                     GATEWAY 2

                                                                                         MS Terminal Server
                                                                                       2X Terminal Server Agent
                     WAN / INTENRET




                                             MS Windows Machine
                                                                                         MS Terminal Server
                                            2X SecureClientGateway
                                                                                       2X Terminal Server Agent
                                             SSL Enabled (443/80)
                                               GATEWAY 1



        Scenario with forwarding requests to next 2X Secure Client Gateway in chain




                                                                                                                  Farm• 82
Forwarding requests to next 2X Secure Client Gateway in chain


NOTE: All ports must be the same on each 2X Secure Client Gateway. Therefore, if a
2X Secure Client Gateway on server A is listening on port 80 and is configured to
forward the requests to 2X Secure Client Gateway on server B, server B should be
configured to listen on port 80. This also applies for the Citrix port (default 1494) and
SSL (default 443).

NOTE: In order to install 2X Secure Client Gateway, select „Custom‟ in the Installation
Type and check the „2X Secure Client Gateway‟ option.
Please refer to the chapter entitled Installing 2X ApplicationServer for more
information about how to install the 2X Secure Client Gateway.

NOTE: If you have problems starting the service, check the Log File and Event
Viewer for more information. Please note that if the configured 2X Secure Client
Gateway port is assigned with another service, the 2X Secure Client Gateway
Service will not be able to start the service. In this case you must either configure the
default port (80) to another port or configure the other service to use another port.

NOTE: Users will not be able to connect through the gateway if this service is
stopped. All connections running through 2X Secure Client Gateway Service will be
dropped if the service is stopped or restarted.




                                                                                            Farm• 83
Bind Gateway to an IP Address


On the Advanced tab in the 2X Secure Client Gateway settings, it is also possible to bind the
Gateway with a certain IP address.

This feature provides the Administrator with the ability to open the 2X Secure Client Gateway
port (default port 80) for certain IP address instead of opening 2X Secure Client Gateway port
on all available addresses.

Enabling the ‘RDP DOS Attack Filter’ checkbox protects the Gateway from „Denial of Service‟.




        Bind Gateway to an IP Address




                                                                                                 Farm• 84
SSL/TLS Tab




        SSL/TLS Configuration


You can enable Secure Sockets Layer (SSL). In SSL mode, the 2X Secure Client Gateway
provides end-to-end SSL encryption to your terminal servers.

If you want your clients to connect to the 2X Secure Client Gateway using SSL, check „Enable
SSL on Port:‟ checkbox. The port number used for SSL connections can be changed.

By default, 2X ApplicationServer allows both SSL v2 and SSL v3. You can choose to only
allow the use of SSL v3 by enabling ‘Allow only SSL v3‟ checkbox.

Enable the ‘Allow only strong ciphers’ checkbox to set the gateway to a medium to high level
of encryption.




                                                                                               Farm• 85
To use SSL and secure the connection, you must enter a Private Key file and a Certificate
file. You can use your own or simply click on ‘Generate new certificate…’ to create them.


Enter your information and the FQDN of your 2X ApplicationServer (Common name) and click
Save.




        Generate New Certificate



        NOTE: If clients are not able to connect with port 443 because of firewalls or other
        policies, they could also use the 2X Secure Client Gateway port (default 80) to
        connect using SSL.

        2X Secure Client Gateway offers the ability to tunnel SSL traffic over port 80.




                                                                                               Farm• 86
Security

The security tab allows you to filter connections through your gateway by matching MAC
addresses. Administrators are able to block out MAC addresses or allow only the specified
entries to run published applications.




        Security Tab


            There are two options to choose from:

                      Allow all users except the specified MAC addresses, or:
                      Allow only the specified MAC addresses.



            To allow all MAC addresses except the address specified, then select ‘Allow all
            except:’ radio button and click on ‘Add…’




                                                                                              Farm• 87
A list of Available clients will appear. Select which client you do not want to allow access to published
applications.

You can select any one of the listed MAC addresses or type in a MAC address, and click „OK‟.




                  Allow all except dialog

As provided by the example below, the selected machine is not allowed to connect and run
published applications.




        Security Tab with added filtered users

To allow only the selected MAC addresses select „Allow only‟ and then click „Add…‟


                                                                                                 Farm• 88
Security Tab



Select one of the listed MAC addresses or type in a pre known MAC address, and click „OK‟.




                Allow Only Dialog




                                                                                             Farm• 89
Security Tab with added filtered users



Now as you can see in the above dialog box, only one machine is allowed to run published
applications.




                                                                                           Farm• 90
Wyse


If you are using Wyse ThinClient OS and want to publish applications from 2X
ApplicationServer, check the ‘Enable Wyse ThinOS Support’ box.


The 2X Secure Client Gateway will then act as a Wyse broker.




        Wyse Tab for ThinOS Support




Click the „Test‟ button to verify your DHCP Server settings. 2X suggests that you enable SSL
on this gateway when you enable Wyse ThinOS Support.




                                                                                               Farm• 91
Backup Servers

You can add, find and configure the properties of all Backup Servers on the Farm so that if the
Master server fails, the next server in the list will take over.


        The backup servers can also be used as additional 2X Secure Client Gateways
        to evenly distribute the load on each gateway.



                                                                                MS Terminal Server
                                                                              2X Terminal Server Agent



                                                  Windows Machine
                                           2X SecureClientGateway (port 80)
                                                 2X Publishing Agent
                                             SSL Enabled over port 80/443       MS Terminal Server
                                                                              2X Terminal Server Agent




                                                                                MS Terminal Server
                                                                              2X Terminal Server Agent

                                                   Windows Machine
                                               2X Backup Publishing Agent




                                                                                MS Terminal Server
                                                                              2X Terminal Server Agent


        Redundant ApplicationServer




                 Backup Servers




                                                                                                         Farm• 92
Adding 2X Backup Servers

To add „2X Backup Servers‟ click the ‘Find…’ button. A new dialog will show the available servers in
the local domain which can be used as Backup Servers.




        Find 2X Backup Servers



When the state of the selected server is „Agent Not Found‟ it means that the 2X Publishing
Agent is not installed on the selected server. Therefore you would need to install this service.
If you choose a backup server that does not have the agent installed, the ‘Take Over’ button
changes to the ‘Install Agent…’ button.

If a 2X Publishing Agent is already in use it means that the particular server is already
configured as a master server in another farm. Taking over this server will override any
settings currently configured on the particular machine.




                                                                                                   Farm• 93
Installing 2X Backup Server



Enter administrative credentials to be able to install the 2X Publishing Agent on the selected
server which will be used as a backup server.

Click „Install’ or „Take Over’ after you‟ve entered the administrative credentials. You should
note that the service has been installed successfully if the installation is completed.

Click „Done’ when finished.

When 2X Publishing Agent is already in use one can ‘Take Over’ the server and use it as a
backup server.




                                                                                                 Farm• 94
You can also use the ‘Add…’ button to manually add 2X Backup Server. Enter the name or
the IP address of the server to be used as a backup server and click ‘Next’.




        Add 2X Backup Server



A status information message will guide you on what to do next. Most often you will have to
install the 2X Backup Server by clicking the „Install…‟ button. Then proceed with the following
dialog boxes If an older version of the 2X Backup Server is already installed you would have
to update the server by clicking the „Update’ button.




        2X Backup Server Properties



        NOTE: The „Install…‟ button changes according to the status of the selected server.
        It will change to „Update…‟ if an older version of the 2X Backup Server is found, while
        it will change to „Take Over‟ if the selected server is already configured with a 2X
        Publishing Agent configured as the master server.




                                                                                                  Farm• 95
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2 x applicationserver

  • 1. 2XApplication Server XG v10.1 Introduction• 1
  • 2. URL: www.2x.com E-mail: info@2x.com Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of 2X SOFTWARE Ltd. 2X ApplicationServer is a copyright of 2X SOFTWARE Ltd.  1999-2011 2X SOFTWARE Ltd. All rights reserved. Version 10.1 – Last updated December 6, 2011 Introduction• 2
  • 3. Contents Introduction 6 What is 2X ApplicationServer and How Does it Work? .................................... 6 How Does it Work? ........................................................................................... 6 2X ApplicationServer System Requirements .................................................... 7 Installing 2X ApplicationServer 8 2X ApplicationServer Services........................................................................ 12 Pre- Configuration MS Terminal Server Settings ............................................ 13 Server Settings................................................................................................ 13 Connection Settings ........................................................................................ 14 Configuring 2X ApplicationServer 16 Introduction to the Configuration of ApplicationServer ................................... 16 2X ApplicationServer Console Environment & Components .......................... 17 Components of the Navigation Bar ................................................................. 17 Console Environment ...................................................................................... 18 Console Environment – Basic Layout ............................................................. 19 Main Menu - 2X Console Settings .................................................................. 20 2X Startup Wizard 23 Publish a Virtual Desktop ................................................................................ 24 Publish an Application ..................................................................................... 25 Publish a Desktop ........................................................................................... 27 Setup LoadBalancer ....................................................................................... 28 Farm 29 Terminal Servers ............................................................................................. 32 Find a Terminal Server ................................................................................... 33 Add a Terminal Server .................................................................................... 34 Editing a Terminal Server ............................................................................... 35 Delete a Terminal Server ................................................................................ 40 Server Groups ................................................................................................. 40 VDI Hosts ........................................................................................................ 41 Find a VDI Host ............................................................................................... 42 Add a VDI Host ............................................................................................... 43 Edit a Virtual Host ........................................................................................... 50 Delete a Virtual Host ....................................................................................... 50 Check Agent.................................................................................................... 51 VDI Virtual Guests Settings ............................................................................ 52 Pool Management ........................................................................................... 54 2X Templates .................................................................................................. 58 Maintenance Mode ......................................................................................... 61 Persistent Guests ............................................................................................ 66 Remote PCs .................................................................................................... 67 Find Remote PC‟s ........................................................................................... 68 Add /Delete Remote PC‟s ............................................................................... 69 Edit a Remote PC ........................................................................................... 70 Gateways ........................................................................................................ 74 Installing the 2X Secure Client Gateway Remotely from the 2X Console...................................................................................................... 75 2X Secure Client Gateway Properties ............................................................ 77 Backup Servers ............................................................................................... 92 Adding 2X Backup Servers ............................................................................. 93 Modifying 2X Backup Servers ......................................................................... 96 Promoting a Backup server to Master Server ................................................. 96 Solution Guide................................................................................................. 97 Introduction• 3
  • 4. Load Balancing 98 Load Balancing ............................................................................................... 98 Counters .......................................................................................................... 99 Advanced Settings ........................................................................................ 100 Tunneling Policies ......................................................................................... 101 Publishing 104 2X Publishing Wizard .................................................................................... 104 Applications ................................................................................................... 105 Folder ............................................................................................................ 121 Publish Document Content ........................................................................... 142 Publish Applications using Drag and Drop ................................................... 150 Publish Applications Configuration ............................................................... 151 Setup LoadBalancer ..................................................................................... 152 2X Universal Printing 153 Universal Printing .......................................................................................... 153 Fonts Management ....................................................................................... 155 2X Universal Scanning 156 Universal Scanning ....................................................................................... 156 Scanning Applications ................................................................................... 157 Connection Settings 159 2X Publishing Agent ...................................................................................... 159 Second Level Authentication ........................................................................ 161 Client 169 2X Client Management Tab .......................................................................... 169 Add a 2X Client Policy .................................................................................. 170 Thin Client Installer ....................................................................................... 173 Adding a Thin Client Filter ............................................................................. 175 Information 177 Status Tab ..................................................................................................... 177 Notification Tab ............................................................................................. 177 Logging Tab .................................................................................................. 180 Auditing Tab .................................................................................................. 181 Software Update Tab .................................................................................... 182 Support Tab .................................................................................................. 183 Reporting 185 Selecting a Reporting Engine ....................................................................... 185 Using eG Innovations Reporting Engine ....................................................... 185 Licensing 189 Available 2X Clients 191 Installing the 2X Terminal Server Agent Manually 192 2X Terminal Server Agent System requirements ......................................... 192 Installation Procedure ................................................................................... 192 Installing the 2X VDI Agent Manually 197 2X VDI Agent System requirements ............................................................. 197 Introduction• 4
  • 5. Installing the 2X VDI Agent Manually ........................................................... 197 Installing the 2X Gateway Manually 203 Installing the 2X Guest Agent Manually 208 2X Guest Agent System requirements ......................................................... 208 Installing the 2X Guest Agent Manually ........................................................ 208 Installing the 2X PC Agent Manually 213 2X PC Agent System requirements .............................................................. 213 Installing the 2X PC Agent Manually ............................................................ 213 2X Additional Utilities 218 2XA Generator .............................................................................................. 218 Parameters.................................................................................................... 218 2XA Generator Examples ............................................................................. 219 Features 220 Additional Resources .................................................................................... 222 Troubleshooting and Support 223 Introduction ................................................................................................... 223 Knowledgebase............................................................................................. 223 Request Support via E-mail .......................................................................... 223 Request Support via Phone .......................................................................... 223 About 2X 224 Introduction• 5
  • 6. INTRODUCTION What is 2X ApplicationServer and How Does it Work? 2X ApplicationServer is an application that provides vendor independent virtual desktops and applications. Accessible from anywhere. 2X ApplicationServer allows you to publish full desktops and applications within a virtual environment, improving desktop manageability, security and performance. 2X ApplicationServer extends Windows Terminal Services by using a customized shell and virtual channel applications using the Microsoft RDP protocol. 2X ApplicationServer supports a number of different technologies, including Microsoft Terminal Server , VMware, Oracle VirtualBox, Microsoft Virtual Server, Microsoft Hyper-V, Virtual Iron, and Parallels, to allow the publishing of virtual applications and desktops to the 2X Client. Virtual objects are load balanced over all available machines while automatically releasing unused resources. How Does it Work? When a client requests a virtual desktop, the system finds a guest on one of the least loaded hosts and starts or restores the guest connection. Using Microsoft RDP protocol, the virtual desktop is presented to the user. Thin client computing is solving the growing management problem of fat clients (PC‟s), allowing employees to roam easily and seamlessly, improving performance. Companies that have migrated to a thin client environment consistently see huge savings on support, hardware and upgrade costs. In a world where energy use is an increasing concern, implementing a thin client environment improves energy costs as well. A study conducted by Bloor Research shows that "Deploying thin client technology across enterprises can cut costs by up to 70%". Introduction• 6
  • 7. 2X ApplicationServer System Requirements 2X Publishing Agent and 2X SecureClientGateway are preferably installed on the following operating systems: Windows 2008/R2Server/Enterprise Server; Windows 2003 Server/Enterprise Server; Windows 2000 Server/Advanced. 2X Terminal Server Agent must be installed on Windows 2008/R2Server/Enterprise Server with Terminal Services enabled; Windows 2003 Server/Enterprise Server with Terminal Services enabled; Windows 2000 Server/Advanced Server with Terminal Services enabled. 2X Client is approved for the following operating systems: Windows 2000, Windows 2003, Windows XP, Windows Vista, Windows 7, Windows CE, Windows Embedded, Mac 10.5.x and above. 2X Client is now available for iOS (iPhone and iPad) and for Android. The 2X Client is also approved for the following 32-bit Linux distributions: Ubuntu 8.04, Ubuntu 8.10, Ubuntu 9.04, Ubuntu 9.10, OpenSuse 11.1, Fedora Core 9, Fedora Core 11, CentOs 5.2, VectorLinux 6.0. NOTE: The 30-day trial version and the full version of the application have the same features. After the 30-day trial period has expired, the only action necessary will be to enter a valid license key on the Licensing page. Re- installation will not be necessary. Please refer to the „Licensing‟ chapter in this manual for more information. Introduction• 7
  • 8. INSTALLING 2X APPLICATIONSERVER Before you run the installation procedure please make sure that you are logged on with administrator rights and that the system requirements are met. Make sure all other Window programs are closed. The „2XAppServer.msi‟ file can be found on our website, www.2X.com, available as a free download. Run the 2X ApplicationServer setup program on the machine to be used as your access point to your terminal servers and/or virtual hosts. Choose what to install according to your needs and requirements. Two common scenarios are the „regular gateway scenario‟ and the „direct mode scenario‟. For more advanced and alternative scenarios and solutions please read 2X Server Based Computing Guide. Double click on the 2XAppServer.msi file and a welcome dialog box will appear. Click „Next‟. 2X ApplicationServer Setup Program welcome screen. Accept the license agreement by checking the „I accept the terms in the License Agreement‟ checkbox. Installing 2X ApplicationServer• 8
  • 9. The License Agreement. Accept the default location or Browse to where you want to install 2X ApplicationServer and click „Next‟. Choosing the location where 2X ApplicationServer will be installed. Select 2X ApplicationServer XG for complete product installation. Installing 2X ApplicationServer• 9
  • 10. Choose Your Installation type Setup Wizard installs 2X ApplicationServer Click install to continue with the installation of 2X ApplicationServer. Click on Finish to launch the Configuration Utility. If the utility does not automatically open, go to Start>2X Application Server Console to launch the utility. Installing 2X ApplicationServer• 10
  • 11. Setup Completed Installing 2X ApplicationServer• 11
  • 12. 2X ApplicationServer Services To start, stop and configure 2X ApplicationServer Services, run the Microsoft Management Console ‘Services.msc’. 2X ApplicationServer services are configured to start automatically when the system starts. The services installed depend on the installation you selected. 2X Secure Client Gateway, 2X Publishing Agent, 2X Redundancy Service and 2X Terminal Server Agent, 2X VDI Agent 2X Publishing Agent - provides load balanced applications and desktop publishing. 2X Redundancy Service - provides redundancy to 2X ApplicationServer 2X SecureClientGateway - tunnels all traffic needed by 2X applications on a single port and provides secure connections. 2X TerminalServer Agent – provides terminal server information to 2X Publishing Agent 2X VDI Agent – provides VDI host information to the 2X Publishing Agent NOTE: All users who are connected via the 2X Secure Client Gateway will be disconnected if the 2X Secure Client Gateway service is stopped or restarted. Note that the default port (80) may already be in use (for example, by an HTTP server) – in this case it will be necessary to use a port number not currently in use by other local services. Installing 2X ApplicationServer• 12
  • 13. Pre- Configuration MS Terminal Server Settings With Terminal Services Configuration, you can reconfigure the properties of the RDP-TCP connection, including limiting the amount of time client sessions can remain active on the server, setting protection levels for encryption, and selecting which permissions you want users and groups to have. Terminal Services Group Policies or Terminal Services extension to Local Users and Groups are the settings that you use to set connection properties on a per-user basis. You can set different session time limits for each user when you use the Terminal Services extension to Local Users and Groups. Use Terminal Services Configuration to set the same time limit to all users who log on using the same server connection. Configuring Terminal Services Connections From the Start menu > Administrative Tools>Terminal Services Configuration Server Settings Click on Server Settings and click the ‘Restrict each user to one session option’. This enables reconnections to previously disconnected user sessions, conserving server resources. NOTE: This feature is also configurable in the „Load Balancing‟ section. Installing 2X ApplicationServer• 13
  • 14. Connection Settings Select ‘Connections’ and double-click the ‘RDP-TCP’ connection. This will open the RDPTCP Properties dialog box. Logon Settings Tab Logon Settings Verify that the ‘Always prompt for password’ checkbox is unchecked; allowing clients to launch applications using the credentials that have been saved on the 2X Client. This will avoid unnecessary repeated authentication cycles. Installing 2X ApplicationServer• 14
  • 15. Environment Tab Environment On the „Environment‟ tab make sure that the option ‘Run initial program specified by user profile and Remote Desktop Connection or Terminal Services client’ is ENABLED. Click Ok. Installing 2X ApplicationServer• 15
  • 16. CONFIGURING 2X APPLICATIONSERVER Introduction to the Configuration of ApplicationServer After you have installed 2X ApplicationServer you can now launch the 2X ApplicationServer Console for additional configuration. Launching the 2X ApplicationServer Console To open the 2X ApplicationServer Console go to: Start > [All] Programs > 2X > ApplicationServer > 2X ApplicationServer Console Configuring 2X ApplicationServer• 16
  • 17. 2X ApplicationServer Console Environment & Components The 2X ApplicationServer Console is a completely self-contained environment that is used to enable Universal Printing and Scanning, publish seamless applications, also providing load balancing to published desktop sessions and Virtual Desktop Hosts, Terminal Server and/or Citrix sessions. Below is a brief description of each component located in the Navigation Bar. Components of the Navigation Bar  Farm Add Virtual Desktop Hosts, Microsoft Terminal Servers and Citrix Servers to the farm.  Load Balancing Choose the load balancing method to be used.  Publishing Publish applications, application groups, virtual desktops and desktops.  Universal Printing Enable Universal Printing to each Terminal Server.  Universal Scanning Enable Universal Scanning to each Terminal Server.  Connection Settings Configure which port to use for each service.  Client Settings Configure and enable client settings.  Information Find information about the modules used, enable logging, and enable notification.  Licensing Obtain or review your licensing information and license number for 2X ApplicationServer products. Configuring 2X ApplicationServer• 17
  • 18. Console Environment Console Environment/Publishing 1. The Navigation Bar enables you to navigate through the main features offered by 2X ApplicationServer Console. You can also change which features are displayed using the View Menu. 2. The Published Applications Explorer panel is a navigational tree which represents the organization of your published applications, application groups and desktops. 3. The Published Applications Properties panel contains up to four additional tabs that will display Information, Publish From, Application and Filtering options for each published application. 4. The Publishing Tools allow you to Add, Delete, and Disable, Sort and Find for selected published applications. You can also move your published applications using the Move Up or Move Down tools. The publishing tools also provide you with the ability to publish your applications to the web. 5. The Toolbar consists of a set of tools grouped together that provides quick and convenient access to commonly performed operations. Configuring 2X ApplicationServer• 18
  • 19. Console Environment – Basic Layout Console Environment – Basic Layout 1. The Navigation Bar enables you to navigate through the main features offered by the 2X Console. You can also select which main feature to be displayed from the View Menu. 2. The Properties Pane is the main area from where you can edit and modify each configuration. 3. The Information Pane gives a quick look and summary about the particular selected page. 4. The Toolbar consists of a set of tools grouped together to provide quick and convenient access to commonly-performed operations. Configuring 2X ApplicationServer• 19
  • 20. Main Menu - 2X Console Settings File Menu 2X ApplicationServer will allow you to easily backup and restore your configuration. The entire configuration is saved to a „.dat‟ file in XML format. This tool can also be useful if you want to distribute the same settings across other 2X Consoles. File – Import Settings and Export Settings To Backup Settings – Click File and ‘Export Settings…’ and make sure to save the .dat file in a secure location. To Restore Settings – Click File and ‘Import Settings…’ and open the .dat file. The settings will be retrieved and activated after you click the ‘Apply’ button. The configuration files include all the settings that have been configured and saved throughout the 2X ApplicationServer console. This includes all terminal servers, load balancing methods, list of applications, connection settings and the license keys. This tool is very useful as a configuration backup procedure, especially if you would like to distribute the same settings across other installations of the 2X ApplicationServer applications. Configuring 2X ApplicationServer• 20
  • 21. View Menu The View Menu enables you to navigate through the main features offered by the 2X Console. You can also choose to view or not to view the toolbar from this menu. Language Menu Changing the language to your preferred language is as easy as clicking on the Language menu. This feature allows you to change all functions in the console to your preferred language. The default language will use the language that is configured in the Regional and Language Options. Help Menu The Help menu contains several features listed below:  Access the 2X ApplicationServer by clicking on Manual  Online version of the manual  Obtain contextual help about a particular field or control by clicking on Help>Context Help. When the mouse pointer changes to a „?‟ pointer, you are able to click on any item and display relevant „help‟ for that particular field or control. You may also use „F1‟ or click on the „Help‟ button located in the right- bottom corner of the console.  To order online while you are using the console, click on „Help‟ and select ‘Order Online…’ A new page will open in your default browser guiding you on how to order this product.  Sending a query to 2X support is as easy as clicking on the Help menu and selecting „Send Support Request‟. A form will load and you will be able to enter the details of the problem and your information.  Version information of the product. NOTE: The application will automatically send your settings and the current log file so that 2X support can replicate your problem. You are also able to send an attachment with your query such as a screenshot to support your query. Configuring 2X ApplicationServer• 21
  • 22. Toolbar Settings To customize the toolbar, right click in the Toolbar area and select „Customize…‟ You can customize the button and icon view according to your preferences. Toolbar Settings Configuring 2X ApplicationServer• 22
  • 23. 2X STARTUP WIZARD 2X ApplicationServer incorporates a Startup Wizard which will guide you through each step needed to setup Virtual Desktops, Published Applications, Published Desktops or Terminal Servers (for load balancing) in a quick and efficient manner. In the toolbar area, simply click on the Wizard icon or you can also choose from the options located in the tool bar of 2X ApplicationServer Console. NOTE: Press „Cancel‟ if you want to configure your farm manually. Click here to go directly to setting up your Farm. Startup Wizard Start by selecting what you want to publish. You can choose from:  Virtual Desktop – Add a new Virtual Host and publish a virtual desktop.  Published Application – Add a new Terminal Server and publish applications.  Published Desktop – Add a new Terminal Server and publish a desktop.  Setup LoadBalancer – Add Terminal Servers to the 2X LoadBalancer 2X Startup Wizard• 23
  • 24. Publish a Virtual Desktop Virtual Desktop Configuration Enter a Name and Description for the published virtual desktop. Properties In the ‘Connect to’ field, choose where you want your Virtual Desktop to connect to:  Any Guest – The Virtual Desktop connects to any guest from a selected Pool. Click on the drop down arrow to choose which Pool to connect to.  Specific Guest - Will connect the virtual desktop to a specific Guest. Click on the drop down arrow to choose Virtual Guest.  Guest - Connects the Virtual Desktop to a Guest from a selected Pool. Click on the drop down arrow to choose the Pool. In the ‘where name equals’ field, select the Username or IP Address.  Specific 2X Template – This option will allow you to connect the Virtual Desktop to a specific 2X Template. Persistent Checkbox Check this box so that the User connects to the same Guest. (Available with Any Guest, Guest and Specific 2X Template) 2X Startup Wizard• 24
  • 25. Publish an Application Select where you want to publish the application from:  All Servers in Farm - includes all the servers that are added to the farm. If only one server is present you will be automatically be taken to the „Startup Wizard – Publish Applications‟ dialog box.  Server Groups – This option is not available for publishing applications.  Individual Servers - allows you to choose the servers you would like to use to publish an application one by one by checking the checkbox next to the name of the server.  New Server - add a new server to the farm and use it to publish an application. Publish An Application 2X Startup Wizard• 25
  • 26. Add Applications Click on the ‘Browse…’ button and select the Executable (.exe) file of the application that you would like to publish. You can also drag and drop an executable (.exe) file onto the box at the top of the dialog box. You will see a new entry in the list box which shows all applications that will be published. When all applications to be published have been selected, click on Finish. Publish Applications 2X Startup Wizard• 26
  • 27. Publish a Desktop Select where you want to publish the desktop from:  All Servers in Farm - Includes all the servers that are added to the farm. If only one server is present you will be automatically be taken to the „Startup Wizard – Publish Applications‟ dialog box.  Server Groups – This option is not available for publishing desktops.  Individual Servers - Allows you to choose the servers you would like to use to publish a desktop, by checking the checkbox next to the name of the server.  New Server - Add a new server to the farm and use it to publish an desktop. Published Desktop After you have determined the source of the published desktop, all you need to do is name it and add a description. Click „Finish’ to complete the process. 2X Startup Wizard• 27
  • 28. Setup LoadBalancer Select „Setup LoadBalancer’. Each available server in the farm is listed and the information regarding each Agent is also listed. Select the connection type. The choices are MS Terminal Server (RDP), Citrix Server (ICA) or Both (RDP/ICA). Check the box next to each server that you would like to add to the LoadBalancer. Select the server to be used for load balancing When you have selected all the servers that you want to add, simply click on „Finish’. 2X Startup Wizard• 28
  • 29. FARM 2X ApplicationServer provides connectivity with Multiple Farms and the ability to publish seamless applications or published desktops from multiple servers simultaneously. Farm Info Tab Click on Farm in the Navigation panel. The Farm Info tab lists the amount of Active Servers, Backup Servers, Gateways, Remote PC‟s, Terminal Servers, VDI Hosts, VDI Pools and 2X Templates (not shown) in the information panel. Farm• 29
  • 30. Farm Design Tab In the Farm Design tab administrators are allowed to view and change their infrastructure graphically, providing ease of use and administrative control. You can easily add Terminal Servers, Gateways, hypervisors and other network components. Farm Design Tab From the toolbar, select the component to add from the following:  Terminal Server (See section „Add a Terminal Server‟)  VDI Host  Remote PC  Gateway  Backup Server To view the infrastructure in Full Screen mode, click the „Full Screen’ button. In full screen mode, you can still add components. Farm• 30
  • 31. The Infrastructure design may be printed by clicking ‘Print’ button in the header. Doing so would pop up the following window: 2X Farm Design - Print Adjust the printing parameters accordingly. Select the „Printer‟ you would like to print from. Finally press OK to print. If the „Printer‟ button is not available (as shown in the following screenshot below), press Ok and the Infrastructure design will be printed on the default printer. 2X Farm Design – Printert button not available Farm• 31
  • 32. Terminal Servers On this page you can add Terminal Servers or Citrix Servers to the farm. You have two options to add servers to the farm. You can either automatically search for available Terminal Servers or Citrix Servers within your domain by clicking the „Find…‟ button Or You can click on the „Add…‟ button to add the Terminal Servers or Citrix Servers if you know the machine name or IP address. Add Terminal Servers or Citrix Servers to the farm NOTE: The checkbox next to the server name indicates that the particular server is available to users on this farm. To disable a server temporarily, uncheck this box. Farm• 32
  • 33. Find a Terminal Server Click the „Find…‟ button to automatically search for available Terminal Servers and Citrix Servers. Find available Terminal Servers All Terminal Servers and Citrix Servers within your domain will appear on the list of available servers to your farm, also identifying terminal server type (Windows or Citrix) and availability of 2X Terminal Server Agent on the respective server. To add a server to the farm, enable the checkbox in front of the server name. Click the „OK’ button to save your changes. NOTE: It will be necessary to install 2X Terminal Server Agent on all Terminal Servers and Citrix Servers before they can successfully participate in a load-balanced farm. Farm• 33
  • 34. Add a Terminal Server To add a server to your farm click the „Add…‟ button and then type the server name or IP address in the „Server:‟ field as shown in the figure below. Then click „Next’. Configure each server properties 2X ApplicationServer will check and make sure that the 2X Terminal Server Agent is installed. Check the status and if the service is not installed, click the „Install…‟ button. . If you unable to install the Terminal Server Agent please refer to section “TS Agent manual Installation” to manually install the agent. Add Terminal Server Click „Add‟ if the Agent is already installed. Farm• 34
  • 35. Editing a Terminal Server To edit the configuration of each Server, select a server and click the ‘Properties…’ button. You can also double click each Server to edit its configuration. Properties Tab Server Properties / Properties Tab Enable or disable the use of the terminal server in the farm by using the ‘Enable Server in farm’ checkbox. To change the server name or IP address of a particular terminal server, use the ‘Server’ field. Each terminal server can be configured to accept RDP traffic, ICA traffic or both from the ‘Type’ field. Enter the maximum number of sessions you want this server to accept. A ‘Description’ can be added to each server to clearly identify each terminal server. Farm• 35
  • 36. Agent Settings Tab Agent settings Enter the RDP port that will be used to connect a session. The ‘Change Direct Address’ checkbox allows you to configure and enter a new direct address. This address is used in Direct Connection mode only (internal or external IP address); depending on where your clients will be. If the IP address is external, they must be assigned at your firewall to your servers. ‘Publishing Session Timeout’ field is used to set the amount of time that each session will stay connected in the background after the user has closed all published applications. This is done to avoid unnecessary reconnections with the server. Checking the ‘Allow Client URL/Mail Redirection’ box allows http and mailto links to be opened using local applications instead of using terminal server resources. ‘Logging’ allows the server to log actions that occur on the server; and also identifies any issues related to the server. Click on ‘Request Log…’ to download a copy of the log file. You can clear the server‟s log file by clicking ‘Clear Log File’. This feature can also be accessed on the Terminal Servers tab by right-clicking directly on the server and clicking on „Debug Mode‟. To be able to download or clear the log file, the 2X Terminal Server Agent must be running in debug mode. Farm• 36
  • 37. RDP Printer Tab RDP Printer Settings The RDP Printer tab gives you the option of selecting the format of redirected printers. The format may vary depending of which version and language of the server you are using. Set your RDP Printer Name Format by choosing from the following three options:  Printername (from Computername) in Session no.  Session no. (computername from) Printername  Printername (redirected Session no) Farm• 37
  • 38. Check ‘Remove session number from printer name’ to remove the session number from printer name. Printer Settings with Redirected Printer Check ‘Remove client name from printer name’ to enable that feature. Printer Settings with Redirected Printer, Removed Client Name and Session Number Farm• 38
  • 39. Scheduler Tab Scheduler Using the Scheduler, you can configure your terminal server to not accept connections between set times. To add a Scheduler Entry simply click ‘Add’ and enter the date and time you want to restrict access to the terminal server. The ‘Duration’ field accepts time in days, hours, minutes, seconds or any combination. Example: 3 days, 5 hours, 45 minutes, 30 seconds. The ‘Repeat’ field allows you to repeat the scheduled entry. Add Scheduler Entry The Scheduler tab will be available when editing the terminal server‟s properties. „On disable’ field allows you to choose what action should be taken for current sessions by 2X ApplicationServer , once a terminal server has been disabled during a scheduled active entry. Farm• 39
  • 40. NOTE: 2X Terminal Server Agent should be installed on each terminal server added to the farm. 2X Terminal Server Agent collects the information required by the 2X Publishing Agent so that each session is able to load balance according to available resources. For more information on installing the Terminal Server Agent, please refer to section “TS Agent Manual Installation” to manually install the agent. Delete a Terminal Server To delete a terminal server from the farm, select the particular server and click the ‘Delete’ button. You can also use the Delete key from the keyboard instead of using the ‘Delete’ button. Server Groups Click the ‘Add…’ button in the Server Groups Panel to create a server group or to organize your terminal servers in groups. In the ‘Name’ field type the name of the server group; then select the servers that should be included in that group. Server Groups are useful when you want to publish an application or a desktop which is located on a number of MS Terminal Servers but not in the entire farm. For example, you can group MS Terminal Servers that host particular applications and then select that group in the ‘Publish From’ tab when publishing applications. Groups are also useful when configuring specific filters so that connections to non published desktops can be redirected to specific servers. Group Properties Farm• 40
  • 41. VDI Hosts The VDI Hosts page contains the settings that allow you to add VDI Hosts (VMware, Microsoft Hyper- V, Citrix, Parallels, Microsoft Virtual Server, Oracle VirtualBox, Virtual Iron, etc). There are two ways to add a VDI Host to the farm. You can automatically search for available VDI Hosts within your domain by clicking the ‘Find…’ button or you can click on the ‘Add…’ button to add the VDI Hosts, if you know the machine specifications. VDI Hosts – Add or Find a VDI Host NOTE: The checkbox next to the server name indicates that the particular server is available to users on this farm. To temporarily disable a server, uncheck this checkbox. Farm• 41
  • 42. Find a VDI Host Click the „Find…‟ button to automatically search for available VDI Hosts. Find available VDI Hosts All VDI Hosts within your domain will appear on the list of available servers to your farm, also identifying agent status, host type and version. To add a server to the farm, check the box in front of the server name the click „OK‟. Click on the „Install Agent‟ button to install the VDI Agent. For more information please refer to Installing the 2X VDI Agent Manually. Farm• 42
  • 43. Add a VDI Host To remotely add a host to your farm click the ‘Add…’ button and then choose a ‘VDI Type’. Enter the host name or IP address in the ‘VDI Host:’ field as shown in the figure below. Appliance settings can only be used with certain servers. Please refer to the list of approved providers and choose the specific document for more information on how to connect to your virtual host. Remotely add a new Host Click „Next‟ to continue. Farm• 43
  • 44. 2X ApplicationServer will check to make sure the 2X VDI Agent is installed. If the Agent did not reply or the service is not installed, click the „Install…‟ button. NOTE: To install the VDI host manually, refer to „Installing the VDI Agent Manually‟ section of this manual. Click „Next‟ if the Agent is already installed. VDI Agent Information Farm• 44
  • 45. VDI Host Properties Configure each VDI Host properties To enable this host in the farm, make sure that the ‘Enable Host in farm’ box is checked. In the VDI Type: field, select the VDI provider of the host and enter the version that you are using into the ‘VDI Version’ field. To change the host name or IP address of a particular VDI host, use the ‘VDI Host’ field. Enter port number in the ‘VDI Port: field. Appliance settings can only be used with certain servers. Please refer to the list of approved providers and choose the specific document for more information on how to connect to your virtual host. To start using the new host, please enter the username and password of the host. If you would like to test the username and password before using, click on ‘Check Credentials’ before clicking ‘OK’. Farm• 45
  • 46. Agent Settings Configure the VDI Agent Settings To connect to the VDI Host directly check the ‘Change Direct Address’ box. This address is used in Direct Connection mode only (this is an internal or external IP address) depending on where the clients will be. (If external, these IP addresses must be assigned at the firewall to your servers). Enter a „Description‟ so that the host can be easily identified. In the ‘Max connections’ field, enter the maximum number of connections this host will accept. ‘Publishing Session Timeout’ field is used to set the amount of time that each session will stay connected in the background after the user has closed all published applications. This is done to avoid unnecessary reconnections with the server. Checking the ‘Allow Client URL/Mail Redirection’ box allows http and mailto links to be opened using local applications instead of using terminal server resources. ‘Logging’ allows the server to log actions that occur on the server; basically used to identify any issues related to the server. Click on ‘Request Log…’ to download a copy of the log file. You can clear the server‟s log file by clicking ‘Clear Log File’. To be able to download or clear the log file, the 2X Terminal Server Agent must be running in debug mode. NOTE: It will be necessary to install 2X VDI Agent on all VDI Hosts before they can successfully participate in a load-balanced farm. Farm• 46
  • 47. RDP Printer Tab RDP Printer Tab The RDP Printer tab gives you the option of selecting the format of redirected printers. The format may vary depending of which version and language of the server you are using. Set your RDP Printer Name Format by choosing from the following three options:  Printername (from Computername) in Session no.  Session no. (computername from) Printername  Printername (redirected Session no) Farm• 47
  • 48. Check ‘Remove session number from printer name’ to remove the session number from printer name. Printer Settings with Redirected Printer Check ‘Remove client name from printer name’ to enable that feature. Printer Settings with Redirected Printer, Removed Client Name and Session Number Farm• 48
  • 49. Scheduler Tab Scheduler Tab Using the Scheduler, you can configure your virtual server to not accept connections between set times. To add a Scheduler Entry simply click ‘Add’ and enter the date and time you want to restrict access to the terminal server. Farm• 49
  • 50. Add Scheduler Entry The ‘Duration’ field accepts time in days, hours, minutes, seconds or any combination. Example: 3 days,, 5 hours, 45 minutes, 30 seconds. The „Repeat‟ field allows you to repeat the scheduled entry. The Scheduler tab will be available when editing the terminal server‟s properties. The ‘On disable’ field allows you to choose the action taken on the current sessions by 2X ApplicationServer once a terminal server is disabled while a scheduled entry is active. Edit a Virtual Host To edit the configuration of each host, select the particular host and click the „Properties…‟ button. You can also double-click on each host to edit its configuration. Delete a Virtual Host To delete a host from the farm, select the particular host and click the „Delete‟ button. You can also use the Delete key from the keyboard instead of using the „Delete‟ button. Farm• 50
  • 51. Check Agent Once you have finished adding your Virtual Desktop Hosts, select a virtual host and click the „Check Agent‟ button. If the 2X Publishing Agent can communicate with the 2X VDI Agent running on the host, you will receive this message: 2X VDI Agent verified by ‘Check Agent’ NOTE: Make sure that the 2X VDI Agent is installed on each Virtual Desktop Host added to the farm. 2X VDI Agent will collect the information required by the 2X Publishing Agent to load balance each session according to available resources. Farm• 51
  • 52. VDI Virtual Guests Settings To view the Virtual Guests connected to the selected Virtual Desktop Server click on ‘Virtual Guests Settings…‟ From here you can start, stop, suspend or reset any of the Virtual Guests connected to the server. Virtual Guest List The above example shows a particular Guest in a „Suspended‟ state. The only option available is to „Start‟ the service. In the example below, the selected Guest is in a „Powered On‟ state, so the options are to Stop, Suspend or Reset. Farm• 52
  • 53. To view the advanced settings of the a selected Virtual Guest, click on ‘Properties...‟. Virtual Guest Advanced Settings  Enable ‘Do not use this guest’ checkbox so the system ignores the particular Virtual Guest.  The „Computer Name’ field allows you to set the network name (domain name / IP address) of the computer that the system will use to connect to the Virtual Guest.  The ‘Port’ field contains the port number that the system will use to connect to the Virtual Guest.  Use the ‘Connection Timeout’ field to set a time limit on attempts a 2X ApplicationServer can connect to the particular Virtual Guest.  ‘Protocol’ is the method used for 2X ApplicationServer to communicate with the Virtual Guest.  You can set what actions the guest will take if a user disconnects from a session by choosing an option from the ‘If session disconnects’ drop down list. You can choose the amount of time that needs to pass before the selected action is taken.  A session can be terminated after the user disconnects from the session. You can choose the amount of time that needs to pass before the disconnected session is terminated. The user can reconnect to a previous session if that session is still available. Farm• 53
  • 54. Pool Management Pools offer administrators more flexibility when managing an extensive number of Guests, especially when they are implemented in large company infrastructures. 2X ApplicationServer console provides the framework and tools needed to create a complete Pool Management foundation. To add a Pool to your farm click the green „+‟ symbol and then enter the Pool name. To delete a Pool, click on the Pool in the Name list and then click on the red „-„ symbol. Pool Management Tab The „Default‟ Pool includes all Guests in the farm. Farm• 54
  • 55. Adding Pool Members to a Pool Select the Pool that you want to add Members to and then click on the ‘Add...’ button. Adding Guests to a Pool Choose from the following types of Guests:  All Guests in Farm: All guests that are located in the farm..  All Guests in Host: All guests that are located on a particular host.  Guest: A single guest located in the farm.  Native Pool: Group of guests that have been previously configured from the hypervisor management tool. Please note that the hypervisor may use different terminology instead of pools (e.g. resource pools)  2X Template: Guests that are automatically created from a 2X Template. Wildcard Function The Wildcard field is used to match specific guests from any available guests within a pool. Select the guests from the list and add to your Pool. Use the asterisk ( * ) symbol to match any characters. For example, XP* will find only guests whose name starts with XP and *XP* will find guests with XP in their name. Farm• 55
  • 56. Delete a Pool Member Select the Pool member you want removed and click on „Delete‟. The selected Guest is then deleted from that Pool. Pool Guests The Pool Guests button allows you to view and manage Guests in a particular Pool. Select a Pool and the Guests that are included in that Pool appear in the Virtual Guests List. Click on the ‘Refresh’ button to view new additions to the Pool list. Click on a Guest in a Pool and then click on ‘Clear Settings’ Virtual Guests List Choose a Guest from the Virtual Guests List and click on „Check Agent‟ to verify that the Guest Agent is installed. Farm• 56
  • 57. Select a Guest within a Pool and click on Properties. Guest Advanced Settings The Guest Advanced Settings dialog box appears and you can further configure each Guest in the Pool.  Enable ‘Do not use this guest’ checkbox so the system ignores the particular Virtual Guest.  The „Computer Name’ field allows you to set the network name (domain name / IP address) of the computer that the system will use to connect to the Virtual Guest.  The ‘Port’ field contains the port number that the system will use to connect to the Virtual Guest.  Use the ‘Connection Timeout’ field to set a time limit on attempts a 2X ApplicationServer can connect to the particular Virtual Guest.  ‘Protocol’ is the method used for 2X ApplicationServer to communicate with the Virtual Guest.  You can set what actions the guest will take if a user disconnects from a session by choosing an option from the ‘If session disconnects’ drop down list. You can choose the amount of time that needs to pass before the selected action is taken.  A session can be terminated after the user disconnects from the session. You can choose the amount of time that needs to pass before the disconnected session is terminated. The user can reconnect to a previous session if that session is still available. Farm• 57
  • 58. 2X Templates With the aid of 2X Templates you can better utilize host resources. 2X Templates allows you to automatically create and deploy Guest VMs when needed. To create a 2X Template, click on the 2X Templates tab and then click on Add… Creating a 2X Template The Virtual Guests List dialog box appears. Select a Guest that will be designated as a 2X Template, then click on OK. Adding a 2X Template Farm• 58
  • 59. Once you have selected which guest you will be converting to a 2X Template, the Guest Agent Information dialog box appears containing all the information that is associated with that particular Guest. Creating a 2X Template If the agent is not verified or installed, you can install it by clicking the “install” button. The Guest Agent makes it possible to create new clones, use universal printing and scanning. Installing 2X Guest Agent Farm• 59
  • 60. After the Guest Agent has been installed a new dialog box appears showing the updated Guest Agent information. Click ‘Make Template’ to create a 2X Template. Guest Agent Information 2X Templates Information button Given that clones are created from the templates, it is possible to view information about the clones created from the templates by clicking „Info…‟ Farm• 60
  • 61. Template Guests Lists Information If the Guest Agent needs to be updated, you can do it from this window. Maintenance Mode If there is the need to update the template OS, you need to put the template into Maintenance Mode. In the mode the OS can be booted and modified, Once the desired changes have been applied you can put the template off Maintenance Mode. This is required when you need to: install Operating System service packs, install new software, or uninstall current packages. During maintenance mode, clones cannot be created from the guest, and the entry from the 2X Templates in Farm becomes greyed out. 2X Templates List NOTE: When maintenance mode is applied on a template, this will only effect newly created VMs. Any VMs already created, are not effected. Farm• 61
  • 62. 2X Template Properties Select a 2X Template from the list and then click on Properties. The 2X Template Properties dialog box opens. Properties Tab Properties Tab 2X Template: Enter a descriptive name for the 2X Template or re-name existing templates. Maximum Guests: The maximum number of guests that can be created. Pre-created Guests: Enter the number of guests that will be pre-created so that users will find a desktop ready without having to wait for the cloning process to finish. Guest Name: Enter the Guest Name. Please note that each guest name is appended with the guest ID. If you don‟t want to allocate space on the server for Guests that are not in use, enable the ‘Check the ‘Delete unused guests‟ checkbox and set the time limit if you would like the guests that are not being utilized deleted. Farm• 62
  • 63. Advanced Tab Advanced Tab – HyperV templates The „Folder‟ field is the location where the newly created guests (created from the 2X Template by ApplicationServer) will be created. This folder feature is available for Hyper-V, Parallels Server4, Citrix Xen and VCenter . If the hypervisor you are using supports Native Pools, then the newly created Guests will be part of the specified ’Native Pool:’ location. VmWare ESX, VmWare VCenter and VmWare Server 2 support Native Pools. Farm• 63
  • 64. Sys Prep Tab The SysPrep tab contains settings you need to be able to join your Guest to either a workgroup or a domain. SysPrep Tab Computer Name: Enter the computer name that will be using the 2X Template guest. Owner Name: Enter the user or owner name of the user that will be using the 2X Template guest. Organization: Enter your organization‟s name Administrative password: Enter the administrator password. Join workgroup: Select this option if the guest will be part of a workgroup. Enter the workgroup name in the field provided. Join domain: Select this option if the guest will be part of the domain. Enter the appropriate information such as the domain name and the administrative credentials. Farm• 64
  • 65. License Keys Tab The License Keys tab allows you to add the licensing information of the Guest‟s operating system. License Keys Tab Add License Key Click on Add and the ‘Add License Key’ dialog box appears. Enter the License key information and the maximum number of guests that will be using the license. Farm• 65
  • 66. Persistent Guests When a published application from a guest is set as persistent, the first time a user launches the application, the publishing agent will create a persistent guest rule. Below is the list of rules that the publishing agent preserves. The publishing agent will always connect the user to the same guest when the persistent rule is used. The Persistent Guests can be viewed and managed on this tab. The information that is provided includes the Guest name, Host IP address, the last time this guest was used, when the persistent guest rule was created and the state of the persistent rule. Click on the headings and you can choose to show or hide any of the column headings. Persistent Guest Rules Click on the ‘Refresh’ button to view new additions to the Persistent Guests list. To delete a persistent guest entry, select and click on „Delete‟. To delete all the existing persistent guests in the list, click on „Delete All‟. Choose to automatically remove „persistence‟ if the guest is not used for the specified amount of time. Choose from 24 hours, 1 day, 1 week or 30 days. Farm• 66
  • 67. Remote PCs With Remote PCs, a physical machine‟s desktop can be published (after it is added to the Farm). This will enable 2X Clients connected to 2X ApplicationServer to open RDP connections directly to a physical computer as opposed to a virtual desktop or a terminal server session. Automatically search for available Remote PCs within your domain by clicking the „Find…‟ button or click on the „Add…‟ button to add a Remote PCs. Remote PC’s NOTE: The checkbox next to the PC name indicates that the particular PC is available to users on this farm. To disable a PC temporarily, uncheck the box. Farm• 67
  • 68. Find Remote PC’s Click the ‘Find…‟ button to automatically search for available Personal Computers. Find available Remote PCs All available PC‟s within your domain will appear in the list of personal computers in your farm. The Agent status is identified and the MAC address is also listed. To add a PC to the farm, enable the checkbox in front of the PC name. Click the „OK‟ button to save changes. Click on ‘Install Agent’ if the remote PC‟s agent is not found or needs to be installed Farm• 68
  • 69. Add /Delete Remote PC’s To add a PC to your farm click the ‘Add…‟ button. Enter the remote PC‟s name or IP address. Enter the MAC address or simply click on the ‘Get MAC’ address button to add the MAC identification. Add an available Remote PCs Delete Remote PCs To delete a Remote PC, select it and click on the ‘Delete’ button. You can also use the Delete key from the keyboard instead of using the „Delete‟ button. Farm• 69
  • 70. Edit a Remote PC To edit a Remote PC, select a remote pc from the list and click on ‘Properties’. Or double click on a remote pc in the list and the properties dialog box opens. Remote PC Properties Properties Tab Make sure that „Enable Remote PC’ box is checked so the new Remote PC is enabled in your Farm. In the „Remote PC‟ field, you can enter or edit the name of the remote pc. Enter the MAC Address of the PC you would like to add. Use the ‘Get MAC‟ button, if you are adding your local machine, to easily get the MAC Address. Note: The MAC Address is needed if you want to use the „Wake on LAN’ feature. When running a published PC desktop from the 2X Client, you will need the MAC address to boot up a PC that may be switched off. The ‘Protocol’ field identifies the protocol used by the Remote PC. A ‘Description’ can be given which can be used to easily identify different Remote PC;s from one another. Farm• 70
  • 71. Agent Settings Tab The ‘Port’ field contains the port number that the system will use to connect to the Remote PC. You can configure the direct address by checking the ‘Change Direct Address’ box and entering a new direct address. This address is used in Direct Connection mode only. This can be an internal or external IP address; depending where the clients will be. If external, the IP address must be assigned at your firewall to your servers. Agent Settings Tab 2X ApplicationServer is able to „wake‟ a PC by sending a packet over the network. This will continue until the receipt of the packet is acknowledged or until the connection is timed out. In the ‘Connection Timeout’ field, choose a connection time-out. The ‘Publishing Session Timeout’ field allows you to designate a time before the publishing session times out conserving system resources. Checking the ‘Allow Client URL/Mail Redirection’ box allows http and mailto links to be opened using local applications instead of using terminal server resources. Farm• 71
  • 72. RDP Printer Tab The RDP Printer tab gives you the option of selecting the format of redirected printers. The format may vary depending of which version and language of the server you are using. Set your RDP Printer Name Format by choosing from the following three options:  P rintername (from Computername) in Session no.  S ession no. (computername from) Printername  P rintername (redirected Session no) You can also remove the session number and the client name from the printer name by enabling each of the corresponding checkboxes. Examples are shown below. Farm• 72
  • 73. Printer Settings with Client Name and Session Number Printer Settings with Redirected Printer, Removed Client Name and Session Number Farm• 73
  • 74. Gateways The 2X Console can manage all the 2X Secure Client Gateways on the Farm and will list them in the „Gateways‟ section. The 2X Secure Client Gateway can also be remotely installed on a server. Any 2X Secure Client Gateways connected to a 2X Publishing Agent will be automatically added and listed as „Auto Discovered‟. 2X Secure Client Gateways Farm• 74
  • 75. Installing the 2X Secure Client Gateway Remotely from the 2X Console Click on the ‘Install…‟ button to start installing 2X Secure Client Gateway. In the „Server‟ field, enter the name of the machine that will be used as a 2X Secure Client Gateway or browse for available machines on the network. Click ‘Resolve’ to retrieve the IP address of the machine. The ‘Mode‟ field has two options, Normal and Forwarding. If the 2X Secure Client Gateway is configured to be a forwarding gateway, all the connections will be forwarded to the next 2X Secure Client Gateway. You can choose to forward connections to any 2X Secure Client Gateway that has been already added to the Farm. Adding a 2X Secure Client Gateway Farm• 75
  • 76. Before installing the 2X Secure Client Gateway, you can choose to override the system credentials that will be used for authentication. Click „Install’ to start installing the 2X SecureClientGateway service on the remote server. Installing 2X Secure Client Gateway NOTE: In order to install the 2X Secure Client Gateway, select ‘Custom’ in the Installation Type and check the „2X Secure Client Gateway‟ option. Please refer to „Installing 2X ApplicationServer‟ for more information on how to install the 2X Secure Client Gateway. Farm• 76
  • 77. 2X Secure Client Gateway Properties The properties of any 2X Secure Client Gateway available in the farm can be edited from the 2X Console. Click on the 2X Secure Client Gateway you want to edit and click on ‘Properties…‟ Properties Tab 2X Secure Client Gateway Properties From the Properties tab, you can enable or disable the 2X Secure Client Gateway in the farm. The server name and the IP address of the server can be edited on the properties tab. Enter a brief description to easily identify the 2X Secure Client Gateway. NOTE: The „Server’ and „IP(s)‟ fields can not be edited if the 2X Secure Client Gateway is installed locally. Farm• 77
  • 78. Network Tab 2X Secure Client Gateway Port (default TCP 80) is used to tunnel all 2X traffic. The traffic that is tunneled through this port include the 2X Publishing Agent traffic (load balanced application and desktop publishing), HTTP Server and RDP traffic. The 2X Secure Client Gateway Port is also used to tunnel secure connections (SSL). RDP Port (default TCP 3389) is used for clients who require basic load balanced desktop sessions. Connections on this port do not support published items. Citrix Port (default TCP 1494) is used for the incoming Citrix connections which will be forwarded to the configured Citrix servers according to the load balancing configuration. To disable this service, uncheck the box in front of „Citrix Port‟. Enable the ‘Broadcast 2X Secure Client Gateway Address’ checkbox to broadcast the 2X Secure Client Gateway address, so that 2X Clients will be able to auto find their primary server (2X Secure Client Gateway address). 2X Secure Client Gateway network settings. NOTE: If terminal services are enabled on the machine where the 2X SecureClientGateway is installed, the RDP Port cannot be used. Enable Thin Client PXE booting to allow thin clients on the network to connect to 2X ApplicationServer to boot. This will enable the thin client user to download a version of 2X ThinClientOS and install it on the thin client. You can set the TFTP Port and TFTP timeout. TFTP is used to transfer the 2X ThinClientOS from the server to the client. DHCP Proxy will allow the 2X ThinClientOS to discover the TFTP server on the network. If you disable DHCP proxy, you must manually setup your DHCP server with the boot server name and bootfile name. Farm• 78
  • 79. Advanced Tab 2X Secure Client Gateway tunnels all 2X traffic needed by 2X applications on a single port. This gateway service gives the System Administrator the ability to tunnel the Terminal Servers (RDP), HTTP Server (81) and 2X Publishing (20002) over one port which by default is configured to port 80. To configure the Advanced 2X Secure Client Gateway Setting, you‟ll need to assign a port number in the „2X Secure Client Gateway port‟ which by default is configured to port 80 (make sure that this port is not being used by another service) and then select the „Advanced’ tab (shown below) to configure the HTTP Server, and 2X Publishing Agent. Advanced 2X Secure Client Gateway Settings This Advanced dialog allows you configure the locations of the HTTP server(s) and the 2X Publishing Agent. If the services are running on other Servers, you will need to configure each setting with the corresponding IP address or computer name. (i.e. HTTP Server: webserver.internal.mycompany:81) Farm• 79
  • 80. Advanced 2X Secure Client Gateway (Multiple 2X Secure Client Gateways) 2X offers the solution of installing multiple 2X Secure Client Gateways. These solutions offer quite a bit of flexibility to Administrators. As displayed in the diagram below, both 2X Secure Client Gateways are configured to forward requests to the same 2X Publishing Agent. WAN / INTERNET MS Terminal Server 2X Terminal Server Agent 2X SecureClientGateway Public MS Terminal Server 2X Terminal Server Agent 2X Publishing Agent MS Terminal Server LAN 2X Terminal Server Agent 2X SecureClientGateway Private MS Terminal Server 2X Terminal Server Agent Multiple 2X Secure Client Gateways forwarding requests to 2X Publishing Agent Farm• 80
  • 81. The Advanced tab is where you can configure each 2X Secure Client Gateway and configure the 2X Publishing Agent. Advanced 2X Secure Client Gateway Settings You can add additional 2X Publishing Agents by separating them with a semi colon or click on the drop down arrow „ ‟ which will allow you to add more 2X Publishing Agents as displayed in the figure below. Add 2X Publishing Agents list Farm• 81
  • 82. The first publishing agent in the Servers list will be used by default. In the event that the first 2X Publishing Agent fails to respond, the next 2X Publishing Agent will be used. NOTE: 2X Terminal Server Agents cannot be assigned to multiple 2X Publishing Agents. Therefore each 2X Publishing Agent should have a unique group of terminal servers. For more advanced and alternative scenarios and solutions please read 2X Server Based Computing Guide. Advanced 2X Secure Client Gateway (Forwarding Mode) 2X Secure Client Gateway can forward requests to the next 2X Secure Client Gateway in the chain (Cascading Firewall). With this option enabled the 2X Secure Client Gateway installed on this machine [GATEWAY 1] (port:80 by default) will forward the requests to the next 2X Secure Client Gateway [GATEWAY 2] configured in the 'Forwarding 2X Secure Client Gateway(s) list. MS Terminal Server LAN 2X Terminal Server Agent MS Terminal Server 2X Terminal Server Agent MS Windows Machine 2X Publishing Agent 2X SecureClientGateway SSL Enabled (443/80) GATEWAY 2 MS Terminal Server 2X Terminal Server Agent WAN / INTENRET MS Windows Machine MS Terminal Server 2X SecureClientGateway 2X Terminal Server Agent SSL Enabled (443/80) GATEWAY 1 Scenario with forwarding requests to next 2X Secure Client Gateway in chain Farm• 82
  • 83. Forwarding requests to next 2X Secure Client Gateway in chain NOTE: All ports must be the same on each 2X Secure Client Gateway. Therefore, if a 2X Secure Client Gateway on server A is listening on port 80 and is configured to forward the requests to 2X Secure Client Gateway on server B, server B should be configured to listen on port 80. This also applies for the Citrix port (default 1494) and SSL (default 443). NOTE: In order to install 2X Secure Client Gateway, select „Custom‟ in the Installation Type and check the „2X Secure Client Gateway‟ option. Please refer to the chapter entitled Installing 2X ApplicationServer for more information about how to install the 2X Secure Client Gateway. NOTE: If you have problems starting the service, check the Log File and Event Viewer for more information. Please note that if the configured 2X Secure Client Gateway port is assigned with another service, the 2X Secure Client Gateway Service will not be able to start the service. In this case you must either configure the default port (80) to another port or configure the other service to use another port. NOTE: Users will not be able to connect through the gateway if this service is stopped. All connections running through 2X Secure Client Gateway Service will be dropped if the service is stopped or restarted. Farm• 83
  • 84. Bind Gateway to an IP Address On the Advanced tab in the 2X Secure Client Gateway settings, it is also possible to bind the Gateway with a certain IP address. This feature provides the Administrator with the ability to open the 2X Secure Client Gateway port (default port 80) for certain IP address instead of opening 2X Secure Client Gateway port on all available addresses. Enabling the ‘RDP DOS Attack Filter’ checkbox protects the Gateway from „Denial of Service‟. Bind Gateway to an IP Address Farm• 84
  • 85. SSL/TLS Tab SSL/TLS Configuration You can enable Secure Sockets Layer (SSL). In SSL mode, the 2X Secure Client Gateway provides end-to-end SSL encryption to your terminal servers. If you want your clients to connect to the 2X Secure Client Gateway using SSL, check „Enable SSL on Port:‟ checkbox. The port number used for SSL connections can be changed. By default, 2X ApplicationServer allows both SSL v2 and SSL v3. You can choose to only allow the use of SSL v3 by enabling ‘Allow only SSL v3‟ checkbox. Enable the ‘Allow only strong ciphers’ checkbox to set the gateway to a medium to high level of encryption. Farm• 85
  • 86. To use SSL and secure the connection, you must enter a Private Key file and a Certificate file. You can use your own or simply click on ‘Generate new certificate…’ to create them. Enter your information and the FQDN of your 2X ApplicationServer (Common name) and click Save. Generate New Certificate NOTE: If clients are not able to connect with port 443 because of firewalls or other policies, they could also use the 2X Secure Client Gateway port (default 80) to connect using SSL. 2X Secure Client Gateway offers the ability to tunnel SSL traffic over port 80. Farm• 86
  • 87. Security The security tab allows you to filter connections through your gateway by matching MAC addresses. Administrators are able to block out MAC addresses or allow only the specified entries to run published applications. Security Tab There are two options to choose from:  Allow all users except the specified MAC addresses, or:  Allow only the specified MAC addresses. To allow all MAC addresses except the address specified, then select ‘Allow all except:’ radio button and click on ‘Add…’ Farm• 87
  • 88. A list of Available clients will appear. Select which client you do not want to allow access to published applications. You can select any one of the listed MAC addresses or type in a MAC address, and click „OK‟. Allow all except dialog As provided by the example below, the selected machine is not allowed to connect and run published applications. Security Tab with added filtered users To allow only the selected MAC addresses select „Allow only‟ and then click „Add…‟ Farm• 88
  • 89. Security Tab Select one of the listed MAC addresses or type in a pre known MAC address, and click „OK‟. Allow Only Dialog Farm• 89
  • 90. Security Tab with added filtered users Now as you can see in the above dialog box, only one machine is allowed to run published applications. Farm• 90
  • 91. Wyse If you are using Wyse ThinClient OS and want to publish applications from 2X ApplicationServer, check the ‘Enable Wyse ThinOS Support’ box. The 2X Secure Client Gateway will then act as a Wyse broker. Wyse Tab for ThinOS Support Click the „Test‟ button to verify your DHCP Server settings. 2X suggests that you enable SSL on this gateway when you enable Wyse ThinOS Support. Farm• 91
  • 92. Backup Servers You can add, find and configure the properties of all Backup Servers on the Farm so that if the Master server fails, the next server in the list will take over. The backup servers can also be used as additional 2X Secure Client Gateways to evenly distribute the load on each gateway. MS Terminal Server 2X Terminal Server Agent Windows Machine 2X SecureClientGateway (port 80) 2X Publishing Agent SSL Enabled over port 80/443 MS Terminal Server 2X Terminal Server Agent MS Terminal Server 2X Terminal Server Agent Windows Machine 2X Backup Publishing Agent MS Terminal Server 2X Terminal Server Agent Redundant ApplicationServer Backup Servers Farm• 92
  • 93. Adding 2X Backup Servers To add „2X Backup Servers‟ click the ‘Find…’ button. A new dialog will show the available servers in the local domain which can be used as Backup Servers. Find 2X Backup Servers When the state of the selected server is „Agent Not Found‟ it means that the 2X Publishing Agent is not installed on the selected server. Therefore you would need to install this service. If you choose a backup server that does not have the agent installed, the ‘Take Over’ button changes to the ‘Install Agent…’ button. If a 2X Publishing Agent is already in use it means that the particular server is already configured as a master server in another farm. Taking over this server will override any settings currently configured on the particular machine. Farm• 93
  • 94. Installing 2X Backup Server Enter administrative credentials to be able to install the 2X Publishing Agent on the selected server which will be used as a backup server. Click „Install’ or „Take Over’ after you‟ve entered the administrative credentials. You should note that the service has been installed successfully if the installation is completed. Click „Done’ when finished. When 2X Publishing Agent is already in use one can ‘Take Over’ the server and use it as a backup server. Farm• 94
  • 95. You can also use the ‘Add…’ button to manually add 2X Backup Server. Enter the name or the IP address of the server to be used as a backup server and click ‘Next’. Add 2X Backup Server A status information message will guide you on what to do next. Most often you will have to install the 2X Backup Server by clicking the „Install…‟ button. Then proceed with the following dialog boxes If an older version of the 2X Backup Server is already installed you would have to update the server by clicking the „Update’ button. 2X Backup Server Properties NOTE: The „Install…‟ button changes according to the status of the selected server. It will change to „Update…‟ if an older version of the 2X Backup Server is found, while it will change to „Take Over‟ if the selected server is already configured with a 2X Publishing Agent configured as the master server. Farm• 95