Novell NetWare Network Configuration Guide
Transcription
Novell NetWare Network Configuration Guide
Novell NetWare Network Configuration Guide Novell NetWare Network Configuration Guide for CCC Pathways Copyright © 2008 by CCC Information Services Inc. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of CCC Information Services Inc. Limits of Liability/Disclaimer of Warranty The authors and publisher of this book have used their best efforts in preparing this book. CCC and the authors make no representation or warranties with respect to the accuracy or completeness of the contents of this book, and specifically disclaim any implied warranties of merchantability or fitness for any particular purpose, and shall in no event be liable for any loss of profit or any other commercial damage, including but not limited to special, incidental, consequential, or other damages. Trademarks CCC Pathways® is a trademark of CCC Information Services Inc. All other brand and product names used in this book are trademarks, registered trademarks, or trade names of their respective holders. CCC is not associated with these other products or vendors. CCC Information Services Inc. 222 Merchandise Mart Plaza Suite 900 Chicago, Illinois 60654-1105 For Product Support, Call (800) 637-8511 Or visit our Web site at http://www.cccis.com/ and email us. ii Table of Contents Introduction ................................................................................................................... 1 Chapter 1 – Novell NetWare Server Configuration...................................................... 2 Overview ................................................................................................................... 2 Configuring the Server .............................................................................................. 2 Create Pathways Groups and Users ...................................................................... 3 Add Pathways Users to the Pathways Security Group ......................................... 6 Configure users to require a password. ................................................................. 7 Create a share point on the server and grant proper access .................................. 9 Create a login script for the Pathways Users OU ............................................... 10 Backup options.................................................................................................... 12 Chapter 2 – Windows Vista Client Configuration ...................................................... 13 Configure the Workstations - Overview ................................................................. 13 Create Pathways users......................................................................................... 13 Add the Installer account to the Administrators group. ...................................... 13 Switch User ......................................................................................................... 14 Authenticate on the NetWare server ................................................................... 15 Access Rights ...................................................................................................... 15 Chapter 3 – Windows XP Professional Client Configuration .................................... 17 Configure the Workstations - Overview ................................................................. 17 Verify network configuration settings ................................................................ 18 Create Pathways users......................................................................................... 19 Add the Installer account to the Administrators group. ...................................... 20 Fast User Switching ............................................................................................ 21 Authenticate on the NetWare server ................................................................... 21 Access Rights ...................................................................................................... 21 Chapter 4 – Windows 2000 Professional Client Configuration.................................. 23 Configure the Workstations - Overview ................................................................. 23 Verify network configuration settings ................................................................ 24 Create Pathways users......................................................................................... 25 Add the Installer account to the Administrators group. ...................................... 26 Authenticate on the NetWare server ................................................................... 27 Access Rights ...................................................................................................... 27 iii Novell NetWare Network Configuration Guide for CCC Pathways Introduction This document reflects the necessary guidelines for configuring your network to run the Pathways family of software products using the following supported operating systems: Server Novell NetWare 5.x / 6.x Workstations Windows Vista Windows XP Professional Windows 2000 Professional This guide assumes that you are installing Pathways for the first time. And while CCC is aware that there are many possible client/server combinations available when setting up a network, this document will cover only some of the most common ones. For further information, you should enlist the services of a qualified consultant or network engineer. The Pathways family of products that are supported in a network environment include: CCC Pathways Appraisal Solution CCC Pathways Estimating Solution CCC Pathways Independent Appraiser Solution Warning! Setting up a network requires a complete understanding of networking theory, as well as a thorough knowledge of all supported operating systems. We strongly urge you to enlist the services of a qualified vendor or consultant to install and set up your network. CCC will answer general questions about running Pathways on a network. If you require extensive consultation on your network configuration or the various supported operating systems, you will need to enlist the services of a qualified network technician. CCC is not responsible for the setup or configuration of your internal network systems. Refer to the appropriate chapter in this Guide to setup and configure your server and workstations. This must be completed before installing Pathways. 1 Chapter 1 – Novell NetWare Server Configuration Overview Pathways is a client/server-based application in which network clients access a single copy installed to the network server. Once installed, the server acts as a central repository for all program and data files, as well as an internal set of file location pointers. Since these pointers reside on the server, they are the same for every workstation accessing Pathways on the network. Consequently, the installation of Pathways must be done from one of the workstations to a commonly mapped network drive on the server. Important! All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run. The Novell NetWare 5.x / 6.x server operating systems are very robust and dependable, and make an excellent choice as a server platform from which to run Pathways. The only drawback is that the average end user may find it somewhat difficult to manage and configure. Because of this, CCC strongly recommends enlisting the services of a qualified consultant or network engineer. With this in mind, the NetWare server portion of this document will only address the administrative portion of network configuration (e.g., creating groups and users, access rights, etc). The client sections however, will include basic connectivity instructions. The setup procedures outlined in this guide are provided as an example, and are not meant to be the only possible method for configuring your network. However, we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation. These instructions assume that your network hardware and software have been properly set up and are functioning normally. Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document located on the CCC website: http://www.cccis.com/. CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. Verify that you have enough disk space before you install Pathways. You should have at least 4GB of free disk space on your target drive prior to beginning the installation. Note Although 4GB is sufficient for the installation and operation of Pathways, CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth. 2 Novell NetWare servers communicate with their clients basically via two protocols: Internetwork Packet Exchange/ Sequenced Packed Exchange (IPX/SPX) and/or Transmission Control Protocol/Internet Protocol (TCP/IP). Of those two protocols, by far the most common choice used in a NetWare environment is the IPX/SPX option. This option is supported in Windows 2000 Professional and Windows XP. Windows Vista only supports TCP/IP for Novell. With this in mind, this guide is going to assume that IPX/SPX is the protocol implemented and configured with the default Frame Type of 802.2 for Windows 2000 Professional and Windows XP. Windows Vista is configured using the TCP/IP protocol. For further assistance with configuring protocols or any other issues with your NetWare server, you should enlist the services of a qualified consultant or network engineer. Create Pathways Groups and Users With each version of Novell NetWare, various administrative utilities have been developed for the management of users, groups and resources. From old DOS based utilities to the more modern Java based applications that can even be accessed via the Web. Of these different utilities, one of the most commonly used for administrative purposes is the NetWare Administrator. This administrative utility runs from any supported Windows client and can perform all of the tasks needed to successfully configure your Pathways users and groups, as well as many other needed tasks. These capabilities as well as compatibility across all supported versions of NetWare make this utility an ideal option for administration and therefore will be the only option discussed in this document. The following instructions are not intended to be the only way possible to configure your server, but are meant mainly to be a general guide on how Pathways users and groups should be configured. Furthermore, due to the wide variety of possible configurations in the field, these instructions are written from the perspective of new server configuration rather than modifying an existing server setup. For further help in administrating your network, you should enlist the services of a qualified consultant or network engineer. Note The CCC approved client software for NetWare must be installed on the workstation and connectivity established to the server, in order to have the ability to use the Netware Administrator utility. To create Pathways Users and Groups, do the following steps: 1 Log into the Netware Client as “admin”. 2 Using a method of your choice, browse to the following path: (Your NetWare server) > SYS > Public > Win32. 3 Next, double-click the Nwadmin32.exe file. This will bring up the NetWare Administrator utility window. 3 4 In NetWare Administrator, right-click the root Organization object at the top of the window and click Create... 5 Click the Organizational Unit object, and then click OK. 4 6 Enter “Pathways Users OU” in the Organizational Unit Name field, and then click Create. 7 From NetWare Administrator, right-click the Pathways Users OU object that you just created and then select Create… 8 Click Group in the New Object window, and then click OK. 9 Enter “Pathways Security Group” in the group name field, and then click Create. 10 Now, again right-click the Pathways Users OU object and select Create… 11 This time select User in the New Object window, and then click OK. 12 Enter “installer” in both the Login Name and Last Name fields, click the Create Another User check box, and then click Create. (This account will be used for Pathways installation, Client Setup and program update purposes.) 13 Next, enter both the Login Name and Last Name for one of the users that will be running Pathways on the network, and then click Create. 5 14 Repeat step 13 until all Pathways users on the network have been created, and then click Cancel. Add Pathways Users to the Pathways Security Group To add users to the Pathways security group, follow these steps: 1 In NetWare Administrator, right-click the Pathways Security Group, and then click Details… 2 Click the Members button, and then click the Add button. The Select Object window appears. 6 3 Select all of the users that will be running Pathways on the network and then click OK. 4 Click OK to close the Pathways Security Group window. Note Make certain the user “installer” is added to the Pathways Security Group. Configure users to require a password. To setup user passwords, as well as any other user properties that you would like to configure, follow these steps: Note We recommend having the same login name and password on both the server and workstation for each user. This eliminates users having to log in separately to both the server and their own workstation. 1 In NetWare Administrator, right-click one of the users that will be running Pathways on the network, and then click Details… 7 2 From the right side of the window, click Password Restrictions. 3 Click the Require a Password check box (and any other selections you want to make), and then click the Change Password button. 4 Enter your password information, and then click OK. 5 Click OK to close the Details window. 6 Repeats steps 1-5 above for each user who will be running Pathways on the network (including the “installer” account). 8 Create a share point on the server and grant proper access We suggest you create a directory named “CCCAPPS”. If your server has a separate volume for applications (e.g., APPS), we suggest you create the directory in that volume. If you only have one volume, then create the CCCAPPS directory in the SYS: volume. The Pathways installation program will create a Pathways directory within the CCCAPPS directory. This is the directory into which Pathways will be installed. To create the CCCAPPS directory and then grant proper access, follow these simple steps: 1 Using a method of your choice, browse to the volume that Pathways will be installed. 2 Create a directory called “CCCAPPS” on the root of the target volume. 3 From the NetWare Administrator, double-click the target volume in order to expand it. 4 Right-click the CCCAPPS folder, and click Details… 5 From the right side of the window, click the Trustees of this Directory button. 6 Click the Add Trustee button. 7 From the Browse Context pane, double-click the Pathways Users OU object. The Pathways Users appear in the Available Objects pane. 8 From the Available objects pane, click the Pathways Security Group, and then click OK. 9 From the Access Rights pane, click all the check boxes, and then click OK. This establishes CCCAPPS as the shared network directory and grants the Pathways Security Group access. 9 Create a login script for the Pathways Users OU As stated in the beginning of this chapter, Pathways requires a common mapped drive from all workstations to the share point on the server. The best way to achieve this is to have your users run a script at login that automatically maps the drive needed for Pathways. To create a login script for your Pathways users, follow these steps: Note If you already have your users running a login script, just adapt the below instructions to your existing script. 1 From the NetWare Administrator, right-click the Pathways Users OU, and then click Details… 2 From the right side pane, click the Login Script button. 10 3 4 From the Login Script pane, enter the map command as shown. (Replacing “sys” with the volume that Pathways will be installed, and “P:” with the drive letter you choose for Pathways.) Click OK to close the Pathways Users OU Details window. 11 Backup options A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data. CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to. Backups should be done as often as is practical. Depending on the need, it is best to back up the system on a daily or weekly basis. For help with implementing a backup system, you should enlist the services of a qualified consultant or network engineer. Note The Backup and Restore utility that is installed along with Pathways, was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement. However, this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler. Important! Pathways Backup and Restore will only backup the Pathways work files and configuration files. No program or database files are backed up at all. In the event of a system failure, Pathways needs to be reinstalled first, and then the work files and configuration files can be restored. You are now ready to Proceed to the appropriate Windows Client Configuration chapter of this guide for instructions on setting up your workstations. Note Prior to installing a Pathways product onto a network, the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server. A qualified computer technician should make any necessary adjustments. 12 Chapter 2 – Windows Vista Client Configuration Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document on the CCC website: http://www.cccis.com/. CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. As stated in the Configuring the server section of this guide, Windows Vista requires the TCP/IP protocol. IPX/SPX protocol is not supported in Windows Vista. Windows Vista employs TCP/IP protocol which is installed by default. When the Novell client software for Windows Vista is installed, the following required network component are installed. • Novell Client for Windows Vista Important! If you have not already done so, before proceeding install the correct NetWare client version (as per the CCC Technical Requirements document) on this workstation. The Novell Client for Vista 1.0 is currently the only Novell Client for Vista. If you need further assistance with installing the NetWare Client software, you should enlist the services of a qualified consultant or network engineer. Create Pathways users 1 Click the Start button > right-click Computer, and then click Manage. The Computer Management Console window appears. 2 From the left pane, click the Local Users and Groups component. The User and Groups folders are displayed. 3 Right-click the Users folder, and then click New User. The New User window appears. 4 Enter the user name and password in the appropriate textboxes. 5 Click the User must change password at next logon selection button. This will clear the checkmark. 6 Note You may wish to select both the User cannot change password and Password never expires selection buttons. 7 Click Create. 8 Repeat steps 3 through 6 until all users who will be using Pathways have been added. Add the Installer account to the Administrators group. 1 From the Computer Management window, click the Users folder in the left pane. The list of Users are displayed in the right pane. 13 2 Right-click the “installer” account, and then click Properties. The Properties window appears. 3 Click the Member Of tab, and then click Add. 4 From the Select Groups window, click the Advanced button, and then click the Find Now button. Users are displayed in the Advanced window. 5 From the Advanced window, click the Administrators group, and then click OK. 6 Click OK on the Select Users window, and then click OK in the “installer” Properties window to close it. Switch User CCC does not support Pathways running on Windows Vista when Switch User has been enabled. The Switch User feature of Windows Vista allows multiple users to log into the same computer without requiring the current user to close their programs. If Pathways were to run simultaneously in two or more sessions on the same system, file corruption could occur. In addition, when you consider the possibility of many logon sessions running simultaneously, each with various applications still open, the effect on performance alone could be quite dramatic. Due to these reasons, Pathways will not be supported to work with the Switch User feature. 14 Authenticate on the NetWare server 1 From the Windows start up screen, click the Novell Login icon. 2 Enter the Username and Password of the user who will be running Pathways on this workstation. Note If the server was configured exactly as described in the Create Pathways Groups and Users section of chapter 1, then the Context must be set to the Pathways Users OU. 3 Click Show Advanced Options. 4 Click the eDirectory tab and verify that the correct Tree, Context and Server information is entered in their respective field textboxes. 5 From the Script tab, verify that the Run Scripts check box is populated, and then click OK. Important! You must be logged into the NetWare server and the local workstation as “installer” in order to perform Pathways installation, Client Setup, or program updates. Access Rights One of the features of Windows Vista Business is increased security. System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system. Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation. In order to install, or update the Pathways program, the user must have Administrator level access. This is due to the fact that during the installation or update, program components are being installed and entries are made to the Windows Registry. Note Administrator level access is only needed during Pathways installation, Client Setup and program updates. The monthly Data and Graphics CD’s can be run by any regular Pathways user. Important! Once Pathways is installed and Client Setup has been run, proper access rights need to be applied to the local Pathways folder created during the Client Setup process. This includes the server if planning to run Pathways from that station as well. Refer to the Network Installation & Update Guide for Pathways for details. You are now ready to proceed with the installation of your Pathways product. Refer to the Network Installation & Update Guide for Pathways for more information. Note Prior to installing a Pathways product on a network, the network operating system should be correctly installed and functioning on the server, and all 15 workstations should be able to successfully attach and login to the server. A qualified computer technician should make any necessary adjustments. 16 Chapter 3 – Windows XP Professional Client Configuration Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document on the CCC website: http://www.cccis.com/. CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. As stated in the Configuring the server section of this guide, the most common protocol used in a NetWare environment is the IPX/SPX protocol. The Microsoft implementation of the IPX/SPX protocol for Windows XP Professional is called the “NWLink IPX/SPX/NetBIOS Compatible Transport Protocol”. When the Novell client software is installed, the following required network components will automatically be installed. Novell Client for Windows NWLink NetBIOS NWLink IPX/SPX/NetBIOS Compatible Transport Protocol These are the only components necessary to get the network up and running. And for the most part, all of the default settings for these components will work just fine. Note If your network is already set up and running correctly, and is configured to use the IPS/SPX protocol, then you may skip to the Create Pathways users section, later in this chapter. Important! If you haven’t already done so, before proceeding install the correct NetWare client version (as per the CCC Technical Requirements document) on this workstation. If you need further assistance with installing the NetWare Client software, you should enlist the services of a qualified consultant or network engineer. 17 Verify network configuration settings To verify that the required network components are installed and properly configured, follow these steps: 1 Log into Windows as an Administrator. 2 Click Start > Control Panel. 3 If the Control Panel is set to Category View mode (designated in the left pane), click Network and Internet Connections, and then click Network Connections. If set to Classic View mode, double-click Network Connections. Note If you’re in Classic View mode, the link will read, “Switch to Category View”. If you’re in Category mode, the link will read, “Switch to Classic View”. 4 From the Network Connections window, right-click the Local Area Connection, and then click Properties. The Local Area Connection Properties window appears. 5 Verify that the components listed below are present. If not, install the NetWare client software. (Refer to the CCC Technical Requirements document for the correct version.) Note These are the only components necessary to get the network up and running. Additional components listed may be installed for Microsoft networking and should be left alone in case simple Peer-to-Peer network functionality is needed. 18 6 Click the NWLink IPX/SPX/NetBIOS Compatible Transport Protocol component, and then click the Properties button. 7 From the Frame Type droplist, click Auto Detect, and then click OK. Create Pathways users 1 Log into Windows as an Administrator. 2 Click Start, and then right-click My Computer. 3 Click Manage from the My Computer droplist. The Computer Management window appears. 4 From the Computer Management window left pane, click Local Users and Groups, and then click the Users folder. A list of Users are displayed in the right pane. 19 5 Right-click the Users folder and then click New User. The New User window appears. 6 Enter the User name “installer” and a password of your choice. (This account will be used for the Pathways installation, Client Setup and program update purposes.) Note We recommend having the same login name and password on both the server and workstation. This eliminates users having to login separately to the server and their own workstation. 7 Deselect “User must change password at next logon,” and then click Create. Note You may also want to change the settings for the Password never expires and User cannot change password options. 8 Repeat steps 7and 8 for each user running Pathways from their workstation. 9 When finished adding users, click Close. The New User window closes. Add the Installer account to the Administrators group. 1 From the Computer Management window, click the Users folder in the left pane. The list of Users are displayed in the right pane. 2 Right-click the “installer” account, and then click Properties. The Properties window appears. 3 Click the Member Of tab, and then click Add. 4 From the Select Groups window, click the Advanced button, and then click the Find Now button. Users are displayed in the Advanced window. 5 From the Advanced window, click the Administrators group, and then click OK. 6 Click OK on the Select Users window, and then click the “installer” Properties window. 20 Fast User Switching CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled. The Fast User Switching feature of Windows XP allows multiple users to log into the same computer without requiring the current user to close their programs. If Pathways were to run simultaneously in two or more sessions on the same system, file corruption could occur. In addition, when you consider the possibility of many logon sessions running simultaneously, each with various applications still open, the effect on performance alone could be quite dramatic. Due to these reasons, Pathways will not be supported to work with Fast User Switching. Authenticate on the NetWare server 1 From the Windows start up screen, simultaneously depress the CTRL-ALT-DEL keys. 2 Enter the Username and Password for the user running Pathways at this workstation. 3 On the NDS tab (Novell Client 4.83 SP3), or the eDirectory tab (Novell Client 4.91 SP3), verify that the correct Tree, Context, and Server information is entered in their respective fields. Note If the server was configured exactly as described in the Create Pathways Groups and Users section of chapter 1, then the Context must be set to the Pathways Users OU. 4 From the Script tab, verify that the Run Scripts check box is populated, and then click OK. Important! You must be logged into the NetWare server and the local workstation as “installer” in order to perform Pathways installation, Client Setup, or program updates. Access Rights One of the features of Windows XP Professional is increased security. System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system. Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation. In order to install, or update the Pathways program, the user must have Administrator level access. This is due to the fact that during the installation or update, program components are being installed and entries are made to the Windows Registry. Note Administrator level access is only needed during Pathways installation, Client Setup and program updates. The monthly Data and Graphics CD’s can be run by any regular Pathways user. 21 Important! Once Pathways is installed and Client Setup has been run, proper access rights need to be applied to the local Pathways folder created during the Client Setup process. This includes the server if planning to run Pathways from that station as well. Refer to the Network Installation & Update Guide for Pathways for details. You are now ready to proceed with the installation of your Pathways product. Refer to the Network Installation & Update Guide for Pathways for more information. Note Prior to installing a Pathways product on a network, the network operating system should be correctly installed and functioning on the server, and all workstations should be able to successfully attach and login to the server. A qualified computer technician should make any necessary adjustments. 22 Chapter 4 – Windows 2000 Professional Client Configuration Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document. You can find this document on the CCC website: http://www.cccis.com/. CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance. As stated in the Configuring the server section of this guide, the most common protocol used in a NetWare environment is the IPX/SPX protocol. The Microsoft implementation of the IPX/SPX protocol for Windows 2000 Professional is called the “NWLink IPX/SPX/NetBIOS Compatible Transport Protocol”. When the Novell client software is installed, the following required network components will automatically be installed. Novell Client for Windows NWLink NetBIOS NWLink IPX/SPX/NetBIOS Compatible Transport Protocol These are the only components necessary to get the network up and running. And for the most part, all of the default settings for these components will work just fine. Note If your network is already set up and running correctly, and is configured to use the IPS/SPX protocol, then you may skip to the Create Pathways users section, later in this chapter. Important! If you haven’t already done so, before proceeding, install the correct NetWare client software (Refer to the CCC Technical Requirements document) on this workstation. If you need further assistance with installing the NetWare Client software, you should enlist the services of a qualified consultant or network engineer. 23 Verify network configuration settings To verify that the required network components are installed and properly configured, follow these steps: 1 Log into Windows as an Administrator. 2 Click Start > Settings > Network and Dial-up Connections. 3 Right-click Local Area Connection icon, and then click Properties. The Local Area Connection Properties window appears. 4 Verify that the components listed below are present. If not, install the NetWare client software. (Refer to the CCC Technical Requirements document for the correct version.) Note These are the only components necessary to get the network up and running. Additional components listed are probably installed for Microsoft networking and should be left alone in case simple Peer-to-Peer network functionality is needed. 5 Click the NWLink IPX/SPX/NetBIOS Compatible Transport Protocol component, and then click the Properties button. 24 6 From the Frame Types droplist click Auto Detect, and then click OK. Create Pathways users 1 Log into Windows as an Administrator. 2 Click Start > Settings > Control Panel. 3 From Control Panel window, double-click Administrative Tools, and then double-click Computer Management. The Computer Management window appears. 4 From the left pane of the Computer Management window, click the + sign to expand Local Users and Groups, and then click the Users folder. A list of Users appear in the right pane. 25 5 Right-click the Users folder and then click New User. The New User window appears. 6 Enter the User name “installer” and a password of your choice. (This account will be used for the Pathways installation, Client Setup and program update purposes.) Note We recommend having the same login name and password on both the server and workstation. This eliminates users having to log in separately to the server and their own workstation. 7 Deselect “User must change password at next logon,” and then click Create. Note You may also want to change the settings for the Password never expires and User cannot change password options. 8 Repeat steps 6 and 7 for each user who running Pathways from their workstation. 9 When finished adding users, click Close. The New User window closes. Add the Installer account to the Administrators group. 1 From the Computer Management window, under Local Users and Groups, click the Users folder. Users are displayed in the right pane. 2 Right-click the “installer” account and then click Properties. The user Properties window appears. 3 From the Member Of tab, click the Add button. The Select Groups window appears. 26 4 5 From the Select Groups window, click the Administrators group, and then click the Add button, and then click OK. Click OK from the “installer” Properties window. The Computer Management window closes. Authenticate on the NetWare server 1 From the Windows start up screen, depress the CTRL-ALT-DEL keys. 2 Enter the Username and Password for the user running Pathways at this workstation. 3 On the NDS tab (Novell Client 4.83 SP3), or the eDirectory tab (Novell Client 4.91 SP3), verify that the correct Tree, Context, and Server information is entered in their respective fields. Note If the server was configured exactly as described in the Create Pathways Groups and Users section of chapter 1, then the Context must be set to the Pathways Users OU. 4 From the Script tab, verify that the Run Scripts check box is populated, and then click OK. Important! You must be logged into the NetWare server and the local workstation as “installer” in order to perform Pathways installation, Client Setup, or program updates. Access Rights One of the features of Windows 2000 Professional is increased security. System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system. Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation. In order to install, or update the Pathways program, the user must have Administrator level access. This is due to the fact that during the installation or update, program components are being installed and entries are made to the Windows Registry. Note Administrator level access is only needed during Pathways installation, Client Setup and program updates. The monthly Data and Graphics CD’s can be run by any regular Pathways user. Important! Once Pathways is installed and Client Setup has been run, proper access rights will need to be applied to the local Pathways folder created during the Client Setup process. This includes the server if you are planning to run Pathways from that station as well. Refer to the Network Installation & Update Guide for Pathways for details. 27 You are now ready to proceed with the installation of your Pathways product. Refer to the Network Installation & Update Guide for Pathways for more information. Note Prior to installing a Pathways product onto a network, the network operating system should be correctly installed and functioning on the server, and all workstations should be able to successfully attach and login to the server. A qualified computer technician should make any necessary adjustments. 28