FacetWin Download Installation Instructions CONTENTS o FacetWin Requirements o Preparing the UNIX Host o Preparing UNIX Installation Notes o Installing FacetWin on a UNIX Host o Installing FacetWin on a PC o Installing FacetWin on Additional Servers o Updating Your FacetWin Software o Uninstalling FacetWin o Getting Started With FacetWin o FacetWin Support FACETWIN REQUIREMENTS FacetWin is installed on each UNIX server that you want included in your Windows network. FacetWin will use 6-8 megabytes of disk space on the UNIX server depending on the platform. Additionally, software is installed on each Windows PC on which you wish to have the terminal emulation, backup, or FacetWin Administrator functionality. The FacetWin PC installation uses about 5 megabytes of disk space on the PC. You will complete the UNIX installation first. Then you will install the PC part across the network from a UNIX server which has the FacetWin software installed. FacetWin is licensed by the number of concurrent PCs that are using FacetWin services. If you have 25 PCs on your network using FacetWin services, then it does not matter how many UNIX servers are providing the services, you only need a 25 user license. Therefore, you will probably eventually want to install FacetWin on all the UNIX servers on your network. However, the general installation plan is to install on one UNIX server first, then on a PC, and ensure that the software is operating properly. Once this first server and PC are using the FacetWin services properly, you can proceed to install on the other servers and PCs. Before you buy a FacetWin license, the software will run up to 50 concurrent users for a period of 30 days. We encourage you to deploy it to as many servers and PCs as you like in order to evaluate its effectiveness in your computing environment. PREPARING THE UNIX HOST Before installing FacetWin on a UNIX server, you should ensure that it is running TCP/IP properly. If you need help getting this accomplished, refer to the operating system documentation, or contact your operating system vendor's support department. PREPARING UNIX INSTALLATION NOTES The following will guide you through decisions that you must make before installing FacetWin on the UNIX server. You will be instructed to create a set of notes that will be used while running the installation procedure. o Determining the Installation Directory for FacetWin. The default installation directory on the UNIX server is /usr/facetwin. You may specify a different location during the installation procedure if you want to relocate it to a different partition with more disk space. The FacetWin installation only uses about 6-8 megabytes of disk space. As you add configuration information, additional space is used, although this is usually small. However, the default location for PC backup disk archives created from the Administrator program is in a subdirectory beneath the installation directory. You may give a disk archive a full path name and locate it anywhere you like, but if you think you might use the default location for large disk archives, then you may need to relocate the installation directory to a larger disk partition. IF YOU WANT TO RELOCATE THE INSTALLATION DIRECTORY, WRITE DOWN THE NAME OF THE ALTERNAME INSTALLATION DIRECTORY THAT YOU WANT TO USE. o Determining the FacetWin File and Print Services Security Mode. You must choose a security method before using FacetWin File and Print Services. Recent changes in Windows have made this choice more complicated. In fact, choosing a security method is probably the most difficult part of configuring FacetWin. Still, it is not hard to do once you read and understand this section. We will walk you through the decision step-by-step and explain the implications of each of the four security methods. The first security method is NT SERVER. This is available to you if you have a Windows NT or Windows Server machine on your network that knows the Windows user names and passwords of all of your users. This will usually be your Primary Domain Controller. If you have such a server, then NT SERVER is the recommended security method. Users who connect to shares on the UNIX machine through FacetWin File and Print Services will be authenticated by checking with the NT server that you specify. This method does not expose plain-text passwords on the network, and will work with all Windows clients without the need for any further configuration changes. If you do not have an Windows server that has the list of user names and passwords, or if you do not want to trust an NT server to authenticate users who connect to your UNIX machine, you will have to choose one of the other three methods. One of the remaining methods (UNIX) will require you to make a registry change on most Windows client workstations to allow plain-text passwords to be exchanged. The LANMAN security method checks the password that the user entered against an encrypted password that is stored in a file called "fctpasswd" on the UNIX machine. If you choose this method, you will have to enter every user's PC password into this file using the "fct_encrypt" command, and you will have to update it every time the user's Windows password changes. This method does not expose plain-text passwords on the network, and will work with all Windows clients without the need for registry changes. The RHOST security method is not used very often, because it requires fixed IP addresses and a clear understanding of the "$HOME/.rhosts" and "/etc/hosts.equiv" files. It checks the DNS name or IP address of the workstation against these files to decide whether or not to allow access. This method does not expose plain-text passwords on the network, and will work with all Windows clients without the need for registry changes. This method is not recommended unless you have a good understanding of how to use the rhosts and hosts.equiv files on your server. After evaluating these security options and the consequences of each, choose the security method that you want to use: NT SERVER, UNIX, LANMAN, or RHOST. WRITE DOWN THE METHOD THAT YOU CHOOSE. ALSO, IF YOU HAVE CHOSEN THE NT SERVER SECURITY METHOD, WRITE DOWN THE NAME OF THE NT SERVER THAT WILL BE USED TO AUTHENTICATE USERS. o Determining the Workgroup or Domain to Which the UNIX Server Will Belong. During the installation procedure, you will also be asked to supply the name of the Workgroup or Domain to which the UNIX server will belong. The Workgroup is a Microsoft networking concept for grouping computers together in the Network Neighborhood. The Domain is a security concept for authenticating users. However, once you join an NT domain, you no longer belong to a Workgroup, and your PC will be grouped with other PCs in the same domain in the Network Neighborhood. If you already have PCs configured together on the network and you want the UNIX server to appear in the Network Neighborhood with these PCs, you must determine what name they are already using for the Workgroup or Domain. If you have multiple Workgroups/Domains on your network, at least 1 PC must be in the same Workgroup/Domain as the UNIX server. On a PC that is in the workgroup or domain that the UNIX server will join: Right click on the Network Neighborhood icon. Choose the Properties item on the menu, and the network property sheet will be presented. Choose the Identification tab. WRITE DOWN THE NAME OF THE WORKGROUP OR DOMAIN TO WHICH THE UNIX SERVER WILL BELONG. INSTALLING FACETWIN ON A UNIX HOST At the UNIX server, perform the following steps in order to install FacetWin on the server. 1. Login as root. Copy the "facetwin.z" file and the "install.sh" script to a temporary directory, and then change to that direcory. For example: cp facetwin.z /tmp cp install.sh /tmp cd /tmp 2. Run the installation procedure with the command: sh install.sh 3. The installation procedure will begin. You will be prompted: Have you prepared the UNIX installation notes as described in the installation instructions [Y/N] (default N)? You should have the notes that you created in the previous section. If you do not, answer N and the installation procedure will exit. Next the procedure will prompt: Specify destination directory (Press Enter for /usr/facetwin): Press Enter to accept the default, or choose an alternate FacetWin installation directory. The next prompt will be: Which security method do you want to use for file and print services? Enter 1 for NT SERVER 2 for UNIX 3 for LANMAN 4 for RHOST Select Method [1-4] (or "Q" to quit): Select the method that you have chosen. If you select NT SERVER mode, the next prompt will be: Enter the name of the NT server that will be used to authenticate PC users: The next prompt will be: Enter name of the workgroup or domain that should include this machine (or "Q" to quit): Enter the workgroup or domain name that you wrote down on your installation notes. If your system already has another SMB server installed, you will be given the choice of disabling the existing SMB server or canceling the FacetWin installation. Multiple SMB servers cannot be used on a system at the same time. If you choose to disable the current SMB server, the FacetWin un-installation procedure will restore its configuration if you remove FacetWin. The installation procedure will continue with no further interaction. After the installation procedure is finished, the FacetWin server software should be completely installed. The installation procedure will log all of its output to a file named log.txt which is in the FacetWin installation directory (/usr/facetwin by default). It is a good idea to inspect this file to be sure that there were no error messages that you missed on the screen output. Note that if you install FacetWin multiple times on the same server (as when updating your FacetWin software), that the output from each installation will be appended to this file. Therefore, this file will contain the output from every FacetWin installation that has occurred on this server. INSTALLING FACETWIN ON A PC The PC software will be installed from a UNIX host which has FacetWin installed and running: In order to install from the UNIX server, you must have successfully gained access to the file and printer shares on the UNIX server as outlined in the previous section. On your PC, double-click on the Network Neighborhood icon, find the UNIX server on which FacetWin has been installed, and double-click on its icon. It may prompt you for a user name and password to use on the UNIX server. Enter a user name and password combination that is valid on the UNIX server. The shares that are currently defined on the server will be displayed. One of the shares will be named "FacetWinPC". Double-click on this icon and the contents of that share will be displayed. Double-click on the "setup.exe" item. The installation will begin on the PC. Follow the instructions on the screen to complete the installation. After the PC software has been installed, a "FacetWin" group will have been added to the Windows Start menu. The items contained in the FacetWin menu group depend on which components you chose to install. If you installed everything, then the following items will have been added: o The "Add a UNIX Application" item is used to create and configure a new FacetWin terminal emulator configuration to run an application on a UNIX server. o The "FacetWin Administrator" item will run the Windows based administration program. o The "FacetWin Agent" item will run the agent program that must be running to backup the PC or display enhanced messages from the FacetWin servers. o The "FacetWin Agent Control Panel" item will run the configuration program that allows users to configure user definable FacetWin features on their PC. o The "FacetWin Help" item will open a help window that displays the contents of the FacetWin help file. The entire FacetWin product is documented in this help file. o The "FacetWin Terminal Configurations" item will open an Explorer window in the folder where all the configurations are kept. You can right click on the configurations displayed there in order to change their properties. You can double click a configuration to start the UNIX application it describes. o The "FacetWin Uninstall" item is used to remove the FacetWin PC software. Run this only when removing FacetWin from the PC permanently. INSTALLING FACETWIN ON ADDITIONAL SERVERS When installing FacetWin on additional UNIX servers on the network, you will follow the same procedure outlined in the Installing FacetWin on a UNIX server section. Since FacetWin is licensed by PC users, there is no additional cost to install it on as many UNIX servers as you want. You should check the Systems file on each of the FacetWin servers to ensure that it has entries for each of the other servers with the desired cooperation between systems setup properly. See the on-line help section "System Coop Tab of the FacetWin Administrator". You must have license sharing set up between the servers in order for all the servers to use the same license. UPDATING YOUR FACETWIN SOFTWARE You can update your FacetWin installation with a new version of the software by installing over your current installation. Do not remove the FacetWin software first, as this will cause you to lose your license registration (or demo license). There is no difference in the software between the FacetWin evaluation and a fully licensed installation. Therefore, you can update your FacetWin software by obtaining a new FacetWin evaluation package, or by downloading a new evaluation from the FacetCorp web site at www.facetcorp.com. Begin by installing the new software on the UNIX server, following the same instructions as for a new installation. As with a new installation, you must be logged in as root. Be sure to accept the default installation directory, which will be your current installation directory. You will not be asked for the security method or the workgroup/domain name when updating the software. All of your configuration files will be left intact. The new default configuration files will have been installed with a file extension of ".default". If you configure FacetWin by editing the configuration files, you can inspect these default files for new settings that you may want to use. If you configure FacetWin with the FacetWin Administrator program, it will update your configuration files with the default values for any new settings the first time you run the new version of the Administrator program. The FacetWin PC software can be updated automatically the next time you start the terminal emulator, agent control panel, or Administrator program. When you start one of these programs, they will determine that there is newer software available for installation and you will be asked you if you want to update your PC software. If you answer yes, then your PC will be updated with the newer FacetWin software automatically. This way, you will always be sure that your PC has FacetWin software which matches the version of the server software. If you get the error: "Could not access the setup program. New software will not be installed.", then you do not have file services access to the FacetWinPC share on this server for some reason. Review the section Gaining access to shares on the UNIX Server to determine what might have caused you to have lost access to this file share on the server. The Administrator program will not run until it is upgraded because it must match the version of the UNIX server software in order to work properly. UNINSTALLING FACETWIN FacetWin provides removal procedures for both the UNIX and PC software. On the PC, exit all terminal emulation and administration sessions. Right click on the FacetWin Agent icon in the Windows system tray on the task bar. Choose item "Close FacetWin Agent". Choose the FacetWin Uninstall item in the FacetWin group of the Start menu. This procedure will remove anything that was installed by the PC installation procedure. It will not remove anything that you have created since installation, such as terminal description files. Therefore, you may need to finish the uninstallation by removing the FacetWin installation directory, and the UNIX Applications group in the Start menu. On the UNIX server, removal is accomplished by logging in as root and running the script: /usr/facetwin/bin/unstall.sh If your FacetWin installation directory is something other than /usr/facetwin, you should use that path when executing the "unstall.sh" script. At the end of this procedure, it will notify you of any other commands that are needed to finish the removal. After you remove FacetWin from the UNIX server, it will lose any license registrations that it previously had. GETTING STARTED WITH FACETWIN The on-line help section "Using FacetWin" provides information from a user's perspective about how to use and configure the various FacetWin components. This section is for anyone who will be using the FacetWin services. After you have installed FacetWin, you will probably want to proceed with further configuration in order to define additional file and printer shares, setup terminal emulator sessions, etc. See the on-line help section "Configuring FacetWin" for detailed instructions on all aspects of configuring the FacetWin servers. The configuration section is primarily for the system administrator. FACETCORP TECHNICAL SUPPORT Please call the FacetCorp Technical Support Department if you have any questions or trouble setting anything up: FacetCorp Voice #: 1-800-235-9901 or 1-972-985-9901 1820 Preston Park Blvd Fax #: 1-800-982-9901 or 1-972-612-2035 Plano, Texas, 75093 Email: support@facetcorp.com USA WWW: http://www.facetcorp.com Copyright (c) 1996-2007 FacetCorp. All rights reserved.