GroupID 5.0 Installation Guide - To Parent Directory
Contents
1. 4 3 Installing and Removing cene seen tasas sensa se asses tenus 7 Before you iii A Ded ies LEG ER 7 Backing up your SmartDL groups 7 ad eee nio Installing GrouplD Launching GrouplD Post Installation Configuration Changing the User Account for Imanami Exchange Server 2007 Service sss 15 tl ll ici A o Installing Group Usage Service iii ii Adding GrouplD Snap in to MMC Removing GrouplD 4 Upgrading to GrouplD eese eee cere sere sese ene netten se seen sas stessa 27 GrouplD Upgrade Wizard MM BIS 35 Types ofbicenses eret ed ss 35 Evaluation License dite itte edd e dte e dete iat 35 Module License Full License ertt Et iD deni etd eae dente uen e duos Licensing GroupID Upgrading from an Evaluation License to a Full 36 6 Troubleshooting 37 Installation Problems dalai alii 37 Licensing Pres lee er i ient e de hn eene etu 38 7 Appendices T Appendix A Screenshots Appendix B Creating the Global Configur2. extensionData SD4 amp extensionData extensionAttributel3 extensionAttributel4 p Subtree 1 extensiondata extensionAttributel3 extensionAttributel4 Restoring SmartDL group information To restore the group information use the above command and modify as per the following instructions I Replace changetype add with changetype modify 2 Addreplace extensiondata before the first extensiondata 3 In the end of each object record type a hyphen followed by a blank line For example dn CN sSDL OU test DC w2k8 64 DC com changetype modify replace extensiondata extensionData UOQOPTE7MTSIQU5ZUOVSVkVSJTtEQz13MmsA4LTYOLERDPWNvbTs3OzsyOyo7Kjs70zs70zs KCgoKCg o2MzM1OTMwOTgwNzMzODgzMzg7UUFYUDOQlOzE dn CN ssd OU test DC w2k8 64 DC com changetype modify replace extensiondata extensionData UOQOPTE7MTS1LQUSZUOVSVKVSITtHOz1kYy53Mms4LTYOLmNvbTs30zsyOyo7Kjs70zs70z SKCgoKCg o2MzM1OTMyMjJO1MDE3NjJAxOTk7UUFYUDQ10zZE 4 and run the following command from the domain controller ldifde i f c groupinfobeforeGroupID ldf Groups Expiry Precaution When you install GrouplD for the first time it applies a default global expiration policy to all the existing groups in the Active Directory irrespective of whether they are created using GroupID or not The expiry date set for these groups is calculated as Installation Guide Expiration Date GroupID Installation
3. An evaluation license is intended to allow customers to evaluate all modules of GrouplD in their test environment for a period of 30 days Module License A module license allows you to use a particular module without any restrictions You can obtain a module license for Synchronize Automate or Self Service GroupID Reporting is a license free module Full License A full license provides you unrestricted access and allows you to use the product to its full potential Licensing GroupID To use GroupID with all its features you need to have a license number and a license key If you want to evaluate GroupID before purchasing it you can obtain a 30 days evaluation license for it The evaluation license provides unrestricted access to all GroupID modules Self Service Automate and Reporting For Synchronize the access is limited to transferring only first 100 records for all Synchronize Jobs The instructions for entering license information are given in the following You can also contact Imanami support for assistance When you purchase GroupID you simply need to enter your new license number and license key and all your existing work done with the evaluation license will continue to work Entering the license information for GrouplD From GroupID MMC click the Configuration node and then click Modify User Options 2 the Options dialog box click Licensing and then click Add 3 On the Edit License dialog box i In the License numb
4. Indexing Service E 8 Internet Information Services V FTP Publishing Service MJ Web Management Tools V 156 Management Compatibility Y IS Management Console V IS Management Scripts and Tools Y IS Management Service World Wide Web Services E Application Development Features V NET Extensibility ASP V jy ASP NET V ISAPI Extensions V ISAPI Filters de Server Side Includes V Http Features Health and Diagnostics Y Performance Features Security Y Microsoft NET Framework 3 0 DI Microsoft Message Queue MSMQ Server Print Services Remote Differential Compression EE Removable Storage Management 1 RIP Listener Figure A 3 Windows Features dialog 41 Installation Guide Internet Information Services IIS Manager File Action View Window Help Bm 5 1 4 Internet Information Services 21 9 DCCHILDI local computer 42 1 Application Pools Web Sites Web Service Extensions rr P a r A 9 f Web Service Extensions Web Service Extension Status 7 All Unknown CGI Extensions Prohibited Allow Y All Unknown ISAPI Extensions Prohibited 199 Active Server Pages Allowed Prohibit ASP NET v1 1 4322 Allowed Properties ASP NET v2 0 50727 Allowed a Internet
5. The Self Service module of GroupID requires Microsoft Internet Information Server IIS 6 0 or higher for Portal creation The IIS is Microsoft s implementation of a Web server for the Windows platform IIS should be installed on the same machine where GrouplD is installed By default IIS is not installed on Windows operating systems You have to install it separately The instructions below guide you on how to install IIS on your Windows server or client To install IIS on Windows XP Click the Windows Start button click Control Panel and then click Add or Remove Programs Click Add Remove Windows Components On the Windows Component page of the wizard select the Internet Information Services IIS check box in the Components list Click Next Follow the instructions on the wizard to complete the installation When the wizard completes the installation click Finish To install IIS on Windows Vista Click the Windows Vista Start button and then click Control Panel On the Control Panel window click Programs and then click Programs amp Features Click Turn Windows features on or off On the Windows Features dialog box select the Internet Information Service check box and click OK To install IIS on Windows Server 2003 Installing and Removing GrouplD Click the Windows Start button point to Control Panel and then click Add or Remove Programs Click Add Remove Windows Components On the Windows Components page of
6. Rules E Features Content ven Ready Figure A 1 IIS Manager for Windows Server 2008 39 Installation Guide Server Manager L DI xl EN Server Manager WIN200864 Web Server 115 gt Roles Wy Web Server IIS Internet Information Se Provides a reliable manageable and scalable Web application infrastructure Features Diagnostics Configuration E3 Storage informational in the last 24 hours Go to Event Viewer x System Services 4 Running 2 Stopped SA Go to Services N Role Services 42 installed Add Role Services ENS Remove Role Services Installed Common HTTP Features Installed Static Content Installed Default Document Installed Directory Browsing Installed HTTP Errors Installed HTTP Redirection Not installed Application Development Installed ASP NET Installed NET Extensibility Installed ASP Installed Installed ISAPI Extensions Installed ISAPI Filters Installed Server Side Includes Installed gt Q Last Refresh 2009 03 22 08 01 38 Configure refresh a fha Sag Sag Vag Sag Naa ia Figure 2 Server Manager for Windows Server 2008 40 Appendices Turn Windows features on or off To turn a feature on select its check box To turn a feature off clear its check box A filled box means that only part of the feature is turned on 11 Games
7. the Custom Setup page click X icon beside the Group Usage Service option and select This feature will be installed on local hard drive i Imanami 5 0 3280 01 Setup Custom Setup Select the way you want Features to be installed Click on the icons in the tree below to change the way features will be installed GroupID Management Console Manages the GroupID system with S GroupID Management Shell the console GroupID SelfService X GroupID Usage Service This feature requires 4702KB on GroupID Management Se your hard drive Location E Program Files Imanami GroupID Figure The Custom Setup page 4 Click Next 5 Ready to Install the Program page click Install and then on the completion page click Finish to complete to installation Installing the Group Usage Service after GroupID installation You can install the Group Usage Service separately if you have not installed it with GroupID The following instructions guide you on how to perform a separate installation of the Group Usage Service To install the Group Usage Service on Windows XP I Click the Windows XP Start button click Control Panel and then click Add or Remove Programs 2 From the Currently installed Programs list locate and select Imanami GroupID 5 0 and click Change 3 the welcome page of the wizard click Next Installation Guide i Imanami GroupID 5 0 3280 01 Setup Welcome to the Imanam
8. Date Global Expiration Policy Expiring a group performs the following two actions on the group I Mail disable the group if it is mail enabled 2 Addthe Expired_ prefix to the group name If you do not want certain groups to be affected by the global expiration policy you can place those groups in certain containers and add those containers in the GLM exclusion list Refer to the GroupID Help and the GroupID User Manual for more detail Installing GroupID Before installing GroupID it is recommended that you make a backup of the group information in Active Directory Refer to the Backing up Group Information from Active Directory section for more information on this process The following instructions assume you have downloaded GroupID from the Imanami download site Please send an e mail to support imanami com or contact your Imanami sales representative if you need assistance with the download To install GroupID please follow the instructions given below I Run the GrouplD Setup file to begin the installation Setup will start extracting files required to install GroupID into a temporary location on your C drive see figure below Refer to Licensing section for more information about GroupID Licensing fe Setup Imanami GroupID Installing Please wait while Setup installs Imanami GrouplD on your computer Extracting files tmp program files Imanami GrouplD R adGrid Net2 dll Cance
9. Other items that you can add include ActiveX controls links to Web pages folders and tasks A Snap in is the basic component of MMC You can only use snap ins within consoles you cannot run them independent of a console GrouplD combines all its modules in a single snap in When you install GrouplD or any of its module its snap in becomes available to anyone creating a console on that computer unless restricted by a user policy You can add single or multiple instances of GrouplD snap in to the same console each connecting with a different domain and providing a single place management of multiple Active Directory domains 22 Installing and Removing GroupID The instructions below guide you on how to add GroupID snap in to MMC I Open the management console to add the GroupID snap in If you want to create a new MMC for GroupID do the following i Click the Windows Start button and then click Run Windows Vista users can directly type in the following command in the Search box after clicking o button Type mmc and press ENTER This will open a new console 2 OntheFile menu click Add Remove Snap in 3 the Add Remove Snap in dialog box click the Standalone tab if not already selected Add Remove Snap in Standalone Extensions Use this page to add or remove a stand alone snap in from the console v Device Manager on local computer Description Figure The Add Remove Snap in dialog
10. hard drive space available for execution Software Requirements Windows e Windows e Windows Server 2003 e Windows Vista e Windows Server 2008 Active Directory and Exchange e Microsoft Active Directory 2003 e Microsoft Active Directory 2008 e Microsoft Exchange Server 2003 e Microsoft Exchange Server 2007 Miscellaneous Requirements installed on the same server as GroupID Installation Guide e Internet Information Server For Self Service module Recommendation is to install this before NET framework e Microsoft NET Framework 3 5 e Microsoft Management Console 3 0 MMC 3 0 is included in Microsoft Windows Server 2003 R2 and in Microsoft Windows Vista e Windows PowerShell 1 0 e Microsoft Exchange 2007 Management Tools e Microsoft Distributed Transaction Coordinator This service should be by default installed on machines running Microsoft Windows 2000 and higher operating systems The DTC is essential for configuring the Exchange Serviced Component and hence must be running on the computer where you plan to install GroupID Configuration Requirements for Different IIS and Windows Platforms Platform Requirement Should How to check be IIS 7 Authentication Enabled Launch the See Windows Internet Appendix Server 2008 Information A Figure Services IIS 1 Manager from Administrative Tools On the Connections pane click the server node On the Features View dou
11. the automatic use of the DTC to control transactions associated with that class http www innovatia com software papers com htm 45
12. the wizard select the Application Server check box in the Components list Selecting Application Server performs a default installation of Internet Information Services IIS on the server 4 Click Next When the wizard completes the installation click Finish To install IIS on Windows Server 2008 You must be a member of the IIS Web Server administrative role to perform this procedure Click the Windows Start button point to Administrative Tools and then click Server Manager In the Role Summary section click Add Roles On the Select Server Roles page of the wizard select the Web Server IIS check box and click Next Follow the instructions on the wizard to complete the installation Installation Guide Installing Group Usage Service The Group Usage Service is an added feature of Imanami GrouplD and does not automatically install This service is used for monitoring and creating a time stamp for each group when an Exchange expansion event occurs This event occurs when an Exchange server expands a distribution list for sending message The event is recorded in the Exchange server s message tracking log from where the Group Usage Service parses and records the time stamp the distribution list was last used Then using Imanami Reporting module you can review the information in a nicely formatted report named Distribution groups and the time they were last used Before installing the Group Usage Service please verify
13. to GrouplD Self Service 3l Installation Guide GroupID Upgrade Wizard Welcome a Self Service Synchronize Check the WebDir 4 0 virtual servers you want to upgrade to GroupID Self Service portals Double click ot rename the GroupID Portal Backup E Portal Name WebDir 4 0 Name Path s 4 GroupiD WebDir4 C Program Files imanami WebDir4 E Completion GroupID1 Pro C Program Files imanami WebDir4 Figure The Self Service page 10 Click Next The Upgrading page starts the upgrade process and shows the overall progress You can also E view the progress for each individual task by expanding the Tasks section by clicking Si 32 Upgrading to GroupID vi GroupID Upgrade Wizard E Welcome Upgrading Synchronize Automate Tasks M Backup ED SelfService Enumerating groups in domain 0500 md UD 060 El Upgrade Converting legacy group EU nn ERO Hl Completion I 20 Converting SmartDL jobs to use GroupID Automate ON IO 8 Converting DTM jobs to use GroupID Synchronize AE LE Converting WebDir virtual servers to GroupID 0 Figure The Upgrading page 12 The last page of the wizard displays the status of the upgrade process It will also report any errors if encountered during the upgrade process 33 Licensing Types of Licenses Evaluation License
14. Data Connector Prohibited 3 Microsoft Exchange Server Allowed Tasks Server Side Includes Prohibited gt webbAv Prohibited Add a new Web service extension Allow all Web service extensions For a specific application Prohibit all Web service extensions Open Help X Extended Standard Figure A 4 IIS Manager for Windows Server 2003 Appendices Appendix B Creating the Global Configuration Group interactively When GrouplD is connected to a domain for the first time it automatically creates a new group GroupIDGlobalConfigurationSettings under Users node in Active Directory that it uses to store the global configurations related to the domain These configurations include The default expiration policy to be applied to new groups The list of organizational units to be included in or excluded from the expiration The deletion interval for the expired groups The default approver to whom the notifications should be sent for the groups having no owner The Self Service Portal URL to redirect users for taking an action against notifications This configuration group is maintained individually for every domain storing the respective configuration settings Creating this group requires the use of an administrative account or a user account with administrative privileges to the domain Without this group the Automate and Self Service modules stop functioning If due to improper privileges GrouplD fails to cre
15. Panel and then click Add or Remove Programs 2 From the Currently installed Programs list locate and select Imanami GroupID 5 0 3 Click Remove and then click Yes on the confirmation dialog box To remove on Windows Vista I Click the Windows Vista Start button and then click Control Panel 2 Onthe Control Panel window click Programs and then click Programs amp Features 3 From the Uninstall or Change a program list locate and select Imanami GroupID 5 0 24 Installing and Removing GrouplD 4 Click Uninstall and then click Yes on the confirmation dialog box Following the above instructions will remove Imanami GrouplD from your computer However it will leave the GroupID directory and the files for Self Service Portals You will need to remove them manually using the following instructions To remove the GrouplD installation directory Go the location X Program Files Imanami where X represents the GrouplD installation drive e Delete the directory named GroupID To remove the Self Service Portals files e Open Internet Information Service console by typing inetmgr in the Windows Run dialog box e Under the Web Sites node in the console tree locate the Portals that you have created using the GrouplD s Self Service module e Delete each Portal one by one by right clicking the Portal and clicking Delete in the shortcut menu 25 Upgrading to GroupID If you are an existing Imanami product us
16. Service Imanami Exchange Server 2007 enables connectivity and communication between GrouplD and networks running Microsoft Exchange Server 2007 When installing GrouplD this application is by default configured to run under the user account running the installation Some administrators may prefer running such application services under a user account specifically created for this purpose This section provides information on how to set the Exchange Server 2007 COM service to run under a different user account The following instructions list the procedure for changing the account setting I From Windows Control Panel Administrative Tools open Component Services Installation Guide 6 7 Expand Component Services Computers My Computer and then the COM Applications node Right click Imanami ServiceExchange2007 and then click Properties On the Imanami ServiceExchange2007 Properties dialog click the Identity tab By default the application is set to run under the user account that was used while installing GroupID Use the fields in the This user section to set application to run using a different account In this section i Type the user account name for running the service in the User box i Type the password for the user account in the Password box and then retype it in the Confirm password box for verifying its correct entry Click OK to set the new account and save settings Restart the service Installing IIS
17. ZW i imanami GroupID Installation Guide Solutions for Directory Management Published By Imanami Corporation 5099 Preston Ave Livermore CA 94551 United States Copyright 2008 by Imanami Corporation All rights reserved No part of the contents of this document may be reproduced or transmitted in any form or by means without the written permission of Imanami Corporation Imanami made every effort in the preparation of this document to ensure the accuracy of the information However the information contained in this document comes without warranty either expressed or implied Imanami will not be liable for any damage cost or alleged to be cost either directly or indirectly by this document Other product and company names mentioned herein may be the trademarks of their respective owners Prepared By Imanami Technical Communications Team Document Information Document Version 1 3 7 First Edition Release Date October 16 2008 This Release June 22 2009 Supported GrouplD Version 5 0 Support For suggestions complaints or technical support please contact support imanami com Table of Contents I 32 a RP dE Rr 2 System Requirements 3 Hardware Requirements e andando net ete e enge 3 Software Req irermients uicti ede tede een t nde aite dee ee e Her sd 3 Configuration Requirements for Different IIS and Windows
18. ate the group or the group is mistakenly deleted from Active Directory you can create the group using either of the following methods I Using ADSIEdit I Create a Universal Distribution group named GroupIDGlobalConfigurationSettings any organizational unit 2 Set the adminDescription and description attributes to This is GroupID Configuration Group it should not be deleted 3 Set the extensionData attribute to 49 4D 47 43 6F 6E 66 69 67 75 72 61 74 69 6F 6E 3D 31 2 Using GroupID Management Shell On the GroupID Management Shell execute the following command New ConfigurationGroup By default GrouplD creates the configuration group in the Users organizational unit You can specify a different organizational unit by providing its distinguished name DN in the command as New ConfigurationGroup OrganizationalUnit QU Configurations DC HR DC imanami DC US The creation of the configuration group requires the use of an administrator account or a user account having administrative privileges to the domain 43 Installation Guide 44 Glossary D DTC Distributed Transaction Coordinator Distributed Transaction Coordinator This is a product that coordinates distributed transactions It originally shipped with SQL Server 6 5 but now runs on Windows NT as a system service With VB you can create objects inside an MTS transaction by setting the MTSTransactionMode in the class properties dialog box This results in
19. ation Group interactively 1 Using ADSIEdit Luzi hai dots bass Lr 2 Using GrouplD Management Shell GLOSSARY ER 45 Introduction GroupID GroupID is a suite of applications that provide Group and Identity Management solutions for your enterprise needs Built upon the foundation of Imanami s best selling products WebDir SmartDL SmartR and DTM GrouplD takes the concept of automation and flexible management one step further GroupID extends the capabilities and features of these products with the next generation replacements by integrating all modules into a single unified user interface Synchronize GroupID Synchronize enables you to transfer data in a flexible convenient and secure way between directories databases or files Manipulate data by applying simple transformations to join fields and add or remove characters or perform complex conversions by writing your own script to transform data before it gets saved at the destination side Perform a test run and preview the results before actually executing a transfer and committing changes Save and schedule your jobs to execute them unattended at a later time Self Service Reduce the overhead on your network administrators and empower your users to carryout common tasks such as updating their own information within Active Directory Assign responsibilities at various levels by authorizing specific users to manage Groups Contacts or Users Define Workfl
20. ble click Authentication Application Installed Launch the Server See Development Manager from Appendix Administrative A Figure Tools A 2 Expand the Roles node and click Web Server IIS In the Summary section see the Role Services list IIS 6 Management Installed Same as above Compatibility IIS 7 ASP NET Installed Windows Vista System Requirements Launch Programs See and Features Appendix Click Turn A Figure Windows A 3 features on or off On the Windows Features dialog expand Internet Information Services IIS 6 Management Installed Same as above Compatibility Launch the See Internet Appendix Information A Figure Services IIS A 4 Manager from IIS 6 ASP NET 2 0 Installed Windows Allowed Server 2003 Administrative Tools Expand the server node and then click Web Service Extensions Installing and Removing GroupID Before you Install Backing up your SmartDL groups Imanami recommends performing a backup of the SmartDL group information prior to installing GroupID for the first time The following unsupported script is provided as a guide for performing this task Please contact Microsoft should you have any questions about ways for backing up or restoring your entire Group information in Active Directory From the domain controller execute the following command ldifde f c groupinfobeforeGroupID ldf r amp objectClass group objectCategory group
21. box 4 From the Snap ins added to list select the parent node for the snap in You can leave it to the default selection that is Console Root to add the snap in at the root level 5 Click Add 6 Add standalone Snap in dialog box locate and select Imanami GroupID 5 0 from the Available standalone snap ins list 23 Installation Guide Add Standalone Snap in Available standalone snap ins Snap in Vendor BF Disk Defragmenter Microsoft Corp Execut Management Microsoft and VERITAS EJ Event Viewer Microsoft Corporation Folder Microsoft Corporation S Group Policy Object Editor Microsoft Corporation Imanami Corporation 3 Indexing Service Microsoft Corporation MB internet Information Services Microsoft Corporation 2 IP Security Monitor Microsoft Corporation 3 IP Security Policy Management Microsoft Corporation Description Allows management of all aspects of Active Directory Groups Figure The Add Standalone Snap in dialog box 7 Click Add and then click Close when the GrouplD snap in loads in the list on the Add Remove Snap in dialog box 8 Click OK to close the dialog box 9 Save changes to the new console by clicking Save on the File menu If you have added the snap in to a new management console the Save As dialog box will show when saving the console Removing To remove on Windows I Click the Windows XP Start button click Control
22. e any of your installation settings click Back Click Cancel to exit the wizard Figure The Ready to Install the Program page 9 When the installation completes the Install Wizard Completed page will appear On this page click Finish to complete the installation If you want to launch GrouplD just after the wizard ends select the Launch GroupID check box before clicking Finish Installing and Removing GroupID i Imanami GroupID 5 0 3280 01 Setup Completing the Imanami GroupID 5 0 3280 01 Installation Wizard Click the Finish button to exit the Installation Wizard C Launch GroupID Figure The Install Wizard Completed page Launching GroupID You can launch GrouplD from the Windows Programs menu by pointing to Imanami GroupID 5 0 and then clicking GroupID Management Console When launched for the first time GroupID collects information about its domain and configures its settings accordingly It creates a new group GroupIDGlobalConfigurationSettings under Users node in the Active Directory and saves its settings to it This process requires the use of an administrator user account This group should not be deleted otherwise it will cause Automate and Self Service modules to dysfunction The configuration group can also be created interactively using the GroupID Management Shell For more information see Appendix B Post Installation Configuration Changing the User Account for Imanami Exchange Server 2007 COM
23. elcome page The Welcome page provides you information on what tasks the wizard will perform to upgrade the existing products if any to the new format and make them compatible with their counterparts in GroupID Once you have read the instructions click Next to continue On the Synchronize page the wizard shows the number of DTM 3 Jobs found on your computer These Jobs will be upgraded to GroupID Synchronize format to enable them to be managed through it Upgrading to GroupID GroupID Upgrade Wizard Welcome Synchronize Synchronize E soi DTM 3 0 jobs to upgrade to GroupID Synchronize Backup SelfService E Upgrade Completion Figure The Synchronize page 4 Click Next 5 The Automate page shows the target domain name where it will search for the SmartDL 4 data to upgrade to Automate format This data will be related to the extension attributes 29 Installation Guide GroupID Upgrade Wizard B Missis Automate E Synchronize Bl adorate Domain jupiter test imanami us Backup Advanced Settings 71 SelfService F1 Upgrade SmartDL 4 0 E Completion Attribute extensionData NS Prefix SD4 SDGUS Attribute extensionAttribute14 WebDir 4 0 Attribute extensionAttribute13 w Prefix WD The Advanced Settings section is available by clicking the Figure The Automate page button Advance settings for Automate will include settin
24. er and are using any or all three of the following products DTM WebDir and SmartDL it is necessary for you to upgrade your existing data in order to be able to manage it through GroupID Upgrading to GrouplD updates all your existing data and most configurations to the new GroupID format Without upgrading you will not be able to use GrouplD Versions of DTM WebDir and SmartDL from which you can upgrade to GrouplD are given in the following list Versions older than those given in the list cannot be upgraded Please contact support imanami com for further assistance e DTM3 WebDir 4 SmartDL 4 For DTM 3 and WebDir 4 you need to install GrouplD on the same computer where these products are installed For SmartDL 4 this is not necessary since the data for SmartDL groups are stored in Active Directory and not on the local machine except for any scheduled tasks As the scheduled tasks are local to a computer you will need to recreate them after the upgrade When upgraded you may remove the previous Imanami products from your computer as you cannot run them side by side with GrouplD Upgrading to GrouplD is an irreversible process and you will not be able to undo it It is therefore recommended to take a backup of your Active Directory before doing the upgrade See Backing up Group Information from Active Directory at the beginning of this guide for more information about this process GroupID Upgrade Wizard The following section assu
25. er box type the license number for your copy of GrouplD ii In the License key box type the key provided by Imanami for your copy of GrouplD 4 Click OK and restart GroupID The license or licenses entered will show in the Licenses list This list will provide the following information about every license provided e Status The expiry date of the license e Number This is the license number that you entered e Key This is the license key that you entered e Licenses The number of computers this license is valid for 35 Installation Guide e Module The name of the module this license applies to If a complete license was purchased this will show All Otherwise the name of the particular module will be displayed here Synchronize Chart Job List History List Vabd Expres 4 1 20 patner Automate Valid Expres 4 1 20 10142 30 Vabd Expres 4 1 20 10142 30 The Options dialog box Upgrading from an Evaluation License to a Full License To upgrade evaluation license version of Imanami GrouplD or any of its modules to full license version please contact Imanami Sales You will be provided with a new license number and a license key You are just required to replace the evaluation license number and key with the new one and all your existing work done with the evaluation license will continue to work A full license provides you unrestricted access to the product For instructions on how to provide new license de
26. gs for both SmartDL 4 and WebDir 4 This is because the GrouplD counterparts for these products Automate and Self Service are integrated modules and offer cross compatibility by allowing you to manage groups created in one module through the other In the Advance Settings section e From the SmartDL 4 0 section From the Attribute list select the extension data attribute configured for SmartDL 4 The Prefix box is read only and shows the characters used as prefix when storing and reading data in the specified extension data attribute The upgrade wizard uses this prefix to distinguish among the different type of smart objects created through SmartDL 4 From the SDGUS Attribute list select the extension data attribute configured for SmartDL 4 Group Usage Service From the WebDir 4 0 section 30 Upgrading to GroupID i From the Attribute list select the name of the extension data attribute configured for WebDir 4 ii In the Prefix box specify the characters used as prefix while storing data in the specified extension data attribute The default is prefix is WD SmartDL 4 lets you change the extension data attribute If you have selected different extension data attributes for different objects they will not be recognized until the appropriate extension data attribute is selected For this reason you may need to run the wizard multiple times in order to have all your extension data attributes upgraded to GrouplD so their re
27. hard drive 8 Entire feature will be installed on local hard drive 3 Feature will be installed when required X Entire feature will be unavailable ofound event on the verge of occurrence 6 Click Next Figure The Custom Setup page 7 Onthe Ready to Install page click Install and then on the completion page click Finish to complete the installation 21 Installation Guide 3 Imanami GroupID 5 0 3280 01 Setup Completing the Imanami GroupID 5 0 3280 01 Installation Wizard Click the Finish button to exit the Installation Wizard Finish Figure Ready to Modify the Program page To install the Group Usage Service on Windows Vista I Click the Windows Vista Start button and then click Control Panel 2 Onthe Control Panel window click Programs and then click Programs amp Features 3 From the Uninstall or Change a program list locate and select Imanami GroupID 5 0 and click Change 4 Follow the steps 3 through 7 from the To install Group Usage Service on Windows XP section to complete the installation Adding GroupID Snap in to MMC Microsoft Management Console MMC hosts administrative tools that you can use to administer networks computers services and other system components MMC does not perform administrative functions but it hosts tools that do By administrative tools hosting it means that you can create save and open the tools using the MMC Snap ins are the most common of these tools
28. i GroupID 5 0 3280 01 Installation Wizard The Installation Wizard will allow you to change the way Imanami GroupID 5 0 3280 01 features are installed on your computer or even to remove Imanami GroupID 5 0 3280 01 from your computer Click Next to continue or Cancel to exit the Installation Wizard Figure Welcome page 4 the Modify Repair or Remove installation page select Modify and click Next i Imanami GroupID 5 0 3280 01 Setup Modify Repair or Remove installation Select the operation you wish to perform Modify Allows users to change the way Features are installed Repair Repairs errors in the most recent installation state Fixes missing or corrupt files shortcuts and registry entries Remove Kemoves Imanami GroupiD 5 0 3280 01 from your computer I ma na mi A profound event on the ve occurrence 20 Installing and Removing GrouplD Figure Program Maintenance page 5 Onthe Custom Setup page click next the Group Usage Service option and select Will be installed on local hard drive i Imanami 5 0 3280 01 Setup Custom Setup Select the way you want features to be installed Click on the icons in the tree below to change the way features will be installed GroupID Management Console Gathers group usage information GroupID Management Shell from Exchange GroupID SelfService x GroupID Usage Service ELA be installed on local
29. l Figure GroupID installer copying the setup files to a temporary location Installing and Removing GroupID 2 The Welcome page of GrouplD setup wizard will appear once the setup has extracted all the required files Click Next to continue i Imanami GroupID 5 0 3280 01 Setup Welcome to the Imanami GroupID 5 0 3280 01 Installatio The Installation Wizard will install Imanami GroupID 5 0 3280 01 on your computer WARNING This program is protected by copyright law and international treaties To continue click Next Figure The Welcome page 3 the License Agreement page review and accept the Licensing Agreement by selecting the accept the terms in the License Agreement option Click Next Installation Guide i Imanami 5 0 3280 01 Setup End User License Agreement Please read the following license agreement carefully IMPORTANT NOTICE READ CAREFULLY BEFORE USING IMANAMI CORPORATION END USER CLICKWRAP LICENSE AGREEMENT IMANAMI CORPORATION IMANAMI IS WILLING TO LICENSE THE ACCOMPANYING SOFTWARE DOCUMENTATION AND RELATED MATERIALS TOGETHER THE LICENSED PRODUCTS TO YOU THE END USER YOU OR YOUR ONLY IF YOU ACCEPT ALL OF THE TERMS IN THIS LICENSE AGREEMENT THE AGREEMENT PLEASE READ THIS AGREEMENT CAREFULLY BEFORE YOU USE THE LICENSED PRODUCTS BECAUSE BY USING Y OI do not accept the terms in the License Agreement the verge of irrence Figure The Lice
30. mes that you have installed GrouplD and are launching it for the first time Upgrading to GrouplD requires you to run the GrouplD Upgrade Wizard The upgrade wizard provides a simplified step by step procedure for upgrading to GroupID The number of steps involved depends on the modules purchased with GrouplD The following steps list the procedure for upgrading to GroupID The steps given in the instructions below are for a full licensed copy of GrouplD These steps may vary depending on the modules that you have purchased I GroupID Management Console click the Configurations node and then click Upgrade Wizard This launches the GroupID Upgrade Wizard 27 Installation Guide 28 vi GroupID Upgrade Wizard P m Welcome Welcome to the GrouplD Upgrade Wizard Synchronize r This wizard will upgrade your existing groups and jobs to the new GroupID 1 Automate Format Once the upgrade completes you will no longer be able to use SmartDL or Backup WebDir to manage your groups SelfService This wizard will E Upgrade 1 Convert WebDir 4 0 group information to GroupID mc 2 Convert SmartDL and SDGUS group information to GroupID and Completion convert any scheduled jobs to use GroupID 3 Import any WebDir 4 0 virtual servers on this machine including workflow routes and pending workflow requests 4 Import any DTM 3 0 jobs on this machine and convert their scheduling to use GroupID Figure The W
31. nse Agreement page 4 Onthe Customer Information page i In the User Name box type the name under which you want to install the program ii In the Organization box type the name of your organization ii From the Install this application for section select one of the following a Anyone who uses this computer all users to install and make GrouplD available for all users using this computer b Only for me User Name to install and make GrouplD available only for the current Windows logged on user this is the user account you are logged on with iv Click Next 10 Installing and Removing GroupID i Imanami GroupID 5 0 3280 01 Setup Customer Information Please enter your customer information User Name Robert Galcia Organization Imanami Install this application For Figure The Customer Information page 5 Onthe Choose Setup Type page choose one of the installation types e Typical to install the most common program features e Complete to install the complete program features e Custom to select features yourself and change the installation directory Installation Guide Imanami GroupID 5 0 3280 01 Setup Choose Setup Type Choose the setup type that best suits your needs X Typical Installs the most common program Features Recommended For most users O Complete All program Features will be installed Requires most disk space O Custom Allows user
32. ows to route User requests through assigned authorities for approval Achieve all this and a lot more by creating Web portals within the Self Service module of GroupID Automate GroupID Automate offers enhanced administration and automation features for Active Directory Groups Use Automate to create and update Group memberships dynamically when changes occur within your organization Share your administrative responsibilities with others by assigning multiple owners to groups while you are out of office Create Private Semi Private Semi Public and Public Groups depending on the level of access you require Create groups with a limited life span setting them to renew expire and automatically be deleted from the source directory keeping your directory clean and preventing group glut Reporting GroupID Reporting lets you analyze and monitor your Active Directory and Exchange Server activities and collect statistical information about critical objects thus enabling you to have an up to date picture of GroupID progress System Requirements Hardware Requirements With Windows XP e Intel Pentium III I GHz or Higher e 2GBof RAM e 00MB or more of hard drive space available for execution With Windows Vista e Intel Pentium IV 2 4GHz or Higher 4GB of RAM e 100MB or more of hard drive space available for execution With Windows Server 2003 2008 e Intel Pentium IV 2 4GHz or Higher e 4GB of RAM e 100MB or more of
33. pe regedit Click OK Go to the location HKEY LOCAL MACHINE SYSTEM CurrentControlSet Services Locate the required service and delete its key 37 Installation Guide Licensing Problems OK button is Providing valid license information after a new installation of GrouplD sometimes not enabled does not enable the OK button on the Licensing window This problem can be on entering resolved by logging off and then logging on again license information 38 Appendices Appendix A Screenshots nternet Information Services 11S Manager m x Go gt WIN200864 Sites Default WebSite GroupID gt x 0 10 View Help i GroupID Home 12 18 Explore Start Page Edit Permissions 43 WIN200864 WIN200864 Acmini SUP Area MEN m 40 Application Pools ASP NET n Basic Settings 91 Sites i View Virtual Directori Default Web Site gt E AI 271 aspnet_client 2 125 EN Manage Application GroupID NET NET NET Profile NET Roles Trust ni Compilation Globalization Levels Browse Application 5 webdir111 Browse 80 http af Advanced Settings NET Users Application Connection Machine Key Pages and Help Settings Strings Controls Online Help Providers Session State SMTP E mail IIS d a y ASP Authentication Authorization CGI Compression
34. s to choose which program Features will be installed and where they will be installed Recommended For advanced users verge of jrrence Figure The Choose Setup Type page 6 Selecting Custom setup will cause the installer to present you with an additional page for selecting which features you want to install Clicking the icon next to the feature will display the list of options from which you can select the action for it Use the Browse button to change the installation directory 12 Installing and Removing GroupID i Imanami 5 0 3280 01 Setup Custom Setup Select the way you want features to be installed Click on the icons in the tree below to change the way features will be installed GroupID Management Console Manages the GroupID system with GroupID Management Shell the console GroupID SelfService GroupID Management Se X GroupID Usage Service This feature requires 4702KB on your hard drive Location E Program Files Imanami GroupID I ma na mi A profound event on the verge of occurrence Figure Custom Setup page 7 Click Next to proceed 8 Onthe Ready to Install the Program page click Install to begin the installation Installation Guide i Imanami 5 0 3280 01 Setup Ready to Install 4 The Installation Wizard is ready to begin the Custom installation Click Install to begin the installation If you want to review or chang
35. spective objects are manageable using it 6 Click Next 7 The Automate Backup page provides you instructions on how to backup and restore your Active Directory data Read the instructions on this page carefully before proceeding vi GrouplD Upgrade Wizard E welcome Automate Backup Fi Synchronize n The GroupID upgrade is irreversible without a backup It is recommended Automate that you perform a backup of group information from Active Directory before Backup continuing SelfService Backing up group information is easy just execute the Following command on a domain controller Upgrade Idifde f c groupinfobeforeGroupID ldf r Completion amp objectClass group objectCategory group extensionData 5D4 amp extensionData extensionAttribute13 extensionAttribute14 p Subtree extensiondata extensionAttribute13 extensionAttribute14 To restore group information later 1 Replace changetype add with changetype modify 2 Add replace extensiondata before the extensiondata 3 Type followed by the complete blank line at the end of each object information entry 4 Execute Idifde i F c groupinfobeforeGroupID ldf from a domain controller Figure The Automate Backup page 8 Click Next 9 the Self Service page the wizard displays the list of WebDir 4 virtual servers it found and lets you select the ones that you want to upgrade
36. tails for GrouplD or its different modules please see the topic Licensing GroupID 36 Troubleshooting Installation Problems Error 1001 encountered while installing GroupID The setup rolls back and GrouplD is not installed This problem occurs if you are installing GrouplD on a computer which previously had SmartDL installed To resolve this problem remove SmartDL from your computer To remove the program from your computer In the Windows Run dialog box type appwiz cpl Click OK From the Add or Remove Programs utility select Imanami SmartDL 4 0 and then click Remove Restart your Windows After the restart launch the Windows Service Manager and check for the following services manami Group Usage Service e manami Group Management Service If both these services or any one of them exists you need to remove them first before installing GrouplD If these services do not exist you are good to go with the installation To remove a service from your computer Before trying any of the following methods make sure that the service to remove is not running running stop the service first Method I Use the Windows command line tool sc exe To delete a service using sc on your computer type sc delete service name C gt sc delete Imanami Group Management Service Method 2 Only use this method if you are not able to remove the service using Method Open the Windows Run dialog box and ty
37. that message tracking is enabled on all Exchange servers in the Active Directory forest and the Domain administrators group have Read permissions to the Exchange tracking log directory For performance reasons it is recommended not having more than one installation running in a single organization at any given time However if you choose to use multiple instances of the Group Usage Service please set up each installation to manage a different Exchange server in the organization Installing the Group Usage Service during GroupID Installation By default the Group Usage Service is not installed with GrouplD using the default options You are required to perform some additional steps for installing the Group Usage Service The instructions below guide you on how to install Group Usage Service I Follow the instructions through 5 as previously mentioned in Installing GroupID section 2 Setup Type page select Custom and click Next i Imanami GroupID 5 0 3280 01 Setup Choose Setup Type Choose the setup type that best suits your needs O Typical Installs the most common program features Recommended for most users O Complete All program features will be installed Requires most disk space Custom Allows users to choose which program Features will be installed and where they will be installed Recommended for advanced users 18 Installing and Removing GroupID Figure The Choose Setup Type page 3
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