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Page 1 - Configuration Guide

Intellex® Policy Manager Version 4.3Part Number 8200-2640-11 A0Installation and Configuration Guide

Page 2 - Trademarks

Installation and Configuration 4 Intellex® Policy ManagerWindows FirewallPolicy Manager Server does not support the Windows Firewall on Windows Serv

Page 3 - License Information

Installation and ConfigurationInstallation and Configuration Guide 5Site WorksheetComplete this worksheet and use as a reference for all the computer

Page 4 - NO OTHER WARRANTIES

Installation and Configuration 6 Intellex® Policy ManagerSite Worksheet ContinuedEnter account names for users who fill the following three roles. U

Page 5 - Table of Contents

Installation and ConfigurationInstallation and Configuration Guide 7Upgrade InstructionsUpgrading Policy Manager from v1.3 to v4.3When you install the

Page 6

Installation and Configuration 8 Intellex® Policy ManagerTo ensure that these accounts are active and the passwords are correct prior to beginning t

Page 7

Installation and ConfigurationInstallation and Configuration Guide 913 Add those users added in step 8.14 Allow those added users Local and Remote lau

Page 8 - Introduction

Installation and Configuration 10 Intellex® Policy ManagerInstalling Policy Manager on a Networked PCYou can install Policy Manager on a PC running

Page 9 - Minimum Hardware Requirements

Installation and ConfigurationInstallation and Configuration Guide 114 Confirm that the install destination folder is correct. Click on the Browse...

Page 10 - Minimum Configuration

Installation and Configuration 12 Intellex® Policy Manager9 Click Next. The Populate Application Roles dialog displays:NoteThis screen allows you to

Page 11 - Site Worksheet

Installation and ConfigurationInstallation and Configuration Guide 1311 To assign the Instrument role:a Select a user and click on the Add button. b R

Page 12 - Site Worksheet Continued

iiNoticeThe information in this manual was current when published. The manufacturer reserves the right to revise and improve its products. All specifi

Page 13 - Installation Instructions

Installation and Configuration 14 Intellex® Policy Manager16 The Populate Application Roles dialog redisplays. The users you selected in step 15 wil

Page 14 - Accounts and Roles

Installation and ConfigurationInstallation and Configuration Guide 1523 The installation will continue and the following screen will eventually appear

Page 15

Installation and Configuration 16 Intellex® Policy Manager28 Insert the hardware key into a USB socket and double-click on the AdminClient Managemen

Page 16 - 10 Intellex® Policy Manager

Installation and ConfigurationInstallation and Configuration Guide 1730 The hardware key serial number should be recognized and the License Status box

Page 17

Installation and Configuration 18 Intellex® Policy ManagerInstalling Policy Manager AdminClient on a Local PC In the previous section, you may have

Page 18 - 12 Intellex® Policy Manager

Installation and ConfigurationInstallation and Configuration Guide 195 Click Next. The Select Features dialog displays:6 Select Policy Manager AdminCl

Page 19

Installation and Configuration 20 Intellex® Policy Manager1 Insert the Policy Manager CD. Setup.exe will run and the Policy Manager - InstallShield

Page 20 - 14 Intellex® Policy Manager

Installation and ConfigurationInstallation and Configuration Guide 216 On the dialog that displays, select Install. The following screen displays:

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Installation and Configuration 22 Intellex® Policy Manager7 Enter your Policy Manager server name. NoteTo locate the server on the network, click on

Page 22 - 16 Intellex® Policy Manager

Installation and ConfigurationInstallation and Configuration Guide 239 Enter the instruments role account name, password, and domain specified on your

Page 23

iiiLicense InformationREAD THIS LICENSE AGREEMENT BEFORE OPENING THE DISK PACKAGE, INSTALLING THE SOFTWARE, OR USING YOUR SYSTEM.THIS LICENSE AGREEMEN

Page 24 - 18 Intellex® Policy Manager

Installation and Configuration 24 Intellex® Policy Manager14 Intellex’s advanced security logon screen displays:15 Enter valid logon details and cli

Page 25

Installation and ConfigurationInstallation and Configuration Guide 25Adding Other Policy Manager Users and RolesNoteIf you add new users later, you mu

Page 26 - 20 Intellex® Policy Manager

Installation and Configuration 26 Intellex® Policy Manager1 Open Component Services and navigate to the local computer.2 Right-click the computer ic

Page 27

Installation and ConfigurationInstallation and Configuration Guide 273 Select the COM Security tab and click Edit Limits for Launch and Activation Per

Page 28 - 22 Intellex® Policy Manager

Installation and Configuration 28 Intellex® Policy ManagerExporting the Proxy after New Users are Added on Windows XP Service Pack 2 or Windows Serv

Page 29

Installation and ConfigurationInstallation and Configuration Guide 29a From Component Services, right-click the PolicyManagerRemoteServices applicatio

Page 30 - Uninstalling Policy Manager

Installation and Configuration 30 Intellex® Policy ManagerInstalling a client proxyNoteIf you have not done a normal installation of the AdminClient

Page 31

Installation and ConfigurationInstallation and Configuration Guide 313 Right-click COM+ Applications and select New > Application. The new applicat

Page 32 - 26 Intellex® Policy Manager

Installation and Configuration 32 Intellex® Policy Manager4 Click Install pre-built application(s). In the dialog box, navigate to the network share

Page 33

Installation and ConfigurationInstallation and Configuration Guide 336 Click Next to proceed to the Application Installation Options dialog.7 Click Ne

Page 34 - Configuration

ivlicense will substantially perform as described in the user documentation provided with the product when used with the specified hardware. CUSTOMER

Page 35

Installation and Configuration 34 Intellex® Policy ManagerWindows Firewall Settings on ClientTo allow the server to call back to the client, the Win

Page 36 - 30 Intellex® Policy Manager

Installation and ConfigurationInstallation and Configuration Guide 352 Click the Windows Firewall entry and the firewall settings dialog appears.3 Sel

Page 37

Installation and Configuration 36 Intellex® Policy Manager4 Fill in the record as shown and then click change scope. The Change Scope dialog appears

Page 38 - 1b above

37Appendix AInstalling Policy Manager on Windows XP (SP2)To allow the server to receive call back from the Intellex to DCOM and RPC service running on

Page 39

Appendix A 38 Intellex® Policy Manager

Page 40 - 34 Intellex® Policy Manager

Appendix AInstallation and Configuration Guide 39Assign port range DCOM TCP/IP protocolsPerform the following steps to assign the Port Range protocols

Page 41

Appendix A 40 Intellex® Policy Manager10 To close the Properties for COM Internet Services dialog box, click OK.11 In the My Computer Properties dia

Page 42 - 36 Intellex® Policy Manager

Appendix AInstallation and Configuration Guide 414 In the right side panel, double-click Windows Firewall: Allow remote administration exception5 In t

Page 43 - Appendix A

Appendix A 42 Intellex® Policy Manager

Page 44 - 38 Intellex® Policy Manager

43Appendix BInstalling Policy Manager on a Windows 2003 ServerTo install Policy Manager on a Windows 2003 server, perform the following steps before p

Page 45

vTable of ContentsInstallation and ConfigurationCompatibility of Policy Manager Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page 46 - 40 Intellex® Policy Manager

Appendix B 44 Intellex® Policy Manager2 Click Next to display a short introductory screen.3 Click Next again. A progress dialog appears while the wi

Page 47

Appendix BInstallation and Configuration Guide 45After the information has been gathered, it displays and you can make changes.4 Select the entry for

Page 48 - 42 Intellex® Policy Manager

Appendix B 46 Intellex® Policy Manager5 Select the Application server (IIS, ASP.NET) entry and click Next. The Application Server Options page appea

Page 49 - Appendix B

Appendix BInstallation and Configuration Guide 476 Policy Manager requires enabling the ASP.NET sub-system. Select that item and click Next. The Summa

Page 50 - 44 Intellex® Policy Manager

Appendix B 48 Intellex® Policy Manager8 If the installation completes successfully, the completion page appears.For further information about config

Page 51

Table of Contents vi Installation and Configuration Guide

Page 52 - Options page appears

1Installation and ConfigurationCautionYou must read these instructions before installing Policy Manager.It is essential that you adhere to the compati

Page 53

Installation and Configuration 2 Intellex® Policy ManagerIntroductionThis document presents the following instructional aids to guide you through in

Page 54 - 48 Intellex® Policy Manager

Installation and ConfigurationInstallation and Configuration Guide 3Preparing to Install Policy ManagerBefore installing Policy Manager, you must set

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