BrightWorks Version 1.1 Copyright 1994 by McAfee, Inc. All Rights Reserved. Copyright 1994 by McAfee, Inc. All rights reserved. McAfee is a registered trademark of McAfee, Inc. BrightWorks, SiteMeter, LAN Inventory, NetShield, NetRemote, and LAN Support Center are trademarks of McAfee, Inc. All other products or services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations. McAfee, Inc. 2710 Walsh Avenue Santa Clara, CA 95051-0963 U.S.A. Technical Support Information ----------------------------- Phone (908) 530-9650 FAX (908) 576-8867 Hours 9 a.m. to 7 p.m. EST McAfee BBS (408) 988-4004 1200 bps to 14,400 bps 8 bits, no parity, 1 stop bit 24 hours, 365 days a year Compuserve GO MCAFEE Internet customer_service@brightwork.com If you are not a customer located in the U.S. or Canada, you can contact a McAfee authorized agent. Agents are located in more than 50 countries aroudn the world and provide local sales and support for our software. Please refer to the AGENTS.TXT file for a complete list of McAfee agents. BrightWorks consists of three major functional components: o Software Metering o Inventory Collection and Auditing o Software Distribution If you purchased... Then refer to... BrightWorks Intro.txt for an introduction to BrightWorks, installation instructions, console usage instructions, and tutorials Metering.txt for complete usage instructions for the metering capability Inventry.txt for complete usage instructions for the inventory capability Distrib.txt for complete usage instructions for the software distribution capability Crystal.txt for complete usage instructions on Crystal Reports Ref.txt for error messages and other reference information SiteMeter Chapter 2 of Intro.txt for installation instructions Chapter 3 of Intro.txt for console usage instructions Chapter 4 of Intro.txt for tutorial Metering.txt for complete usage instructions Crystal.txt for complete usage instructions on Crystal Reports Ref.txt for error messages and other reference information LAN Inventory Chapter 2 of Intro.txt for installation instructions Chapter 3 of Intro.txt for console usage instructions Chapter 4 of Intro.txt for tutorial Inventry.txt for complete usage instructions Crystal.txt for complete usage instructions on Crystal Reports Ref.txt for error messages and other reference materials List of Topics 1.0 Introduction 1.1 About BrightWorks 1.1 The Problem 1.1.2 The McAfee Solution 1.2 BrightWorks' Features 1.2.1 Software Metering 1.2.2 Asset Management 1.2.3 Software Distribution 1.3 BrightWorks' Economic Benefits 1.4 BrightWorks' Major Capabilities 1.5 Environment 1.6 SMRPROXY.NLM Requirements 1.7 How This Manual Is Organized 2.0 BrightWorks Installation 2.1 Before Installation 2.1.1 Determining Version Numbers 2.2 BrightWorks Installation Instructions 2.3 Basic Install 2.4 Custom Install 2.5 Upgrade Procedures 2.6 Installing NLMs 2.7 Troubleshooting 3.0 Getting Started 3.1 Introduction 3.2 The BrightWorks Console 3.2.1 Windows Terms 3.2.2 Accessing BrightWorks 3.2.3 Exiting BrightWorks 3.2.4 BrightWorks Menu Bar 3.2.5 BrightWorks Tool Bar 3.2.6 Using the Keyboard 3.2.7 BrightWorks' Help Facility 3.2.8 The .INI File 3.3 Printer Setup and Administration 3.4 Error Handling 4.0 Tutorials 4.1 Metering Tutorial 4.1.1 Creating a Metered Application 4.1.2 Viewing Application Usage 4.1.3 Creating an Authorized File 4.1.4 Specifying the File Scan Interval 4.2 Inventory Tutorial 4.2.1 Collecting Inventory Data 4.2.2 Configuring the Audit Parameters 4.2.3 Running the Audit 4.2.4 Viewing Audit Results 4.3 Distribution Tutorial 4.3.1 Creating and Compiling a Script 4.3.2 Creating a Scope 4.3.3 Scheduling a Package 4.3.4 Running the Update Program 1.0 Introduction Welcome to BrightWorks, the easy-to-use, integrated software management solution from the network utilities experts. BrightWorks is a member of McAfee's family of intuitive LAN support tools, a group of network applications all designed to reduce the cost of LAN ownership. NOTE: This chapter pertains to BrightWorks, SiteMeter and LAN Inventory. 1.1 About BrightWorks BrightWorks empowers network administrators with the tools necessary to manage network software effectively. By offering software metering, asset management and software distribution capabilities, BrightWorks increases the effectiveness of your LAN support efforts. BrightWorks' modular design enables network administrators to structure the solution that best fits their network management needs. In addition to offering three integrated functions, BrightWorks also allows access to other McAfee management solutions. And BrightWorks' open framework facilitates integration with many management systems and products. McAfee has the networking experience to deliver an integrated solution as comprehensive and valuable as BrightWorks. NOTE: This manual accompanies BrightWorks, SiteMeter and LAN Inventory products. Refer to the chart below to determine which chapters in this manual apply to your purchase. CAPABILITY AVAILABLE IN... CHAPTERS Metering BrightWorks & SiteMeter 1-11 Inventory BrightWorks & LAN Inventory 1-4 & 12-18 Distribution BrightWorks 1-4 & 19-25 1.1 The Problem As LAN technology expands, networks grow rapidly and users demand additional capabilities. With this growth comes expanded network software support issues. Software license compliance, driver updates, software upgrades, hardware purchases, and network security are but a few of the network software issues in question. Dealing with all of these issues dramatically increases the network administrator's workload. Unfortunately, even as networks grow and the number of users continues to expand, the number of skilled network administrators typically remains constant. In addressing these issues, network administrators are raising questions such as: o How do I keep network support from becoming an overwhelming task? o How do I make changes to files on large numbers of workstations quickly and without downtime? o How can I maintain crucial network security as the network continues to expand? Clearly, for network administrators, intelligent network software management is mission critical! 1.1.2 The McAfee Solution The solution to these problems is BrightWorks! By offering integrated software management capabilities for networks, BrightWorks performs: o Software usage tracking and license enforcement o Asset inventory of hardware, software, and system configuration files o Software and data distribution o Software security o Management reporting With these software management tools, network administrators can maximize resource productivity: o Effective allocation of resources, software and hardware, based on actual usage o Increased support effectiveness enabled by active configurations o Accurate software purchasing based on actual usage BrightWorks' flexibility lets you tailor network management to your specific needs. 1.2 BrightWorks' Features BrightWorks is packed with features that aid you in managing your network. The following lists the features available with each of BrightWorks' main capabilities: 1.2.1 Software Metering o Flexible metering methods to give you a choice between NLM and TSR-based metering o Easy and simple installation of the metering methods to decrease administrative burden o Option to prevent users from using local drives with an optional 2workstation TSR to help you maintain network integrity o Real time trustee rights granting tied to application usage (masking) to control access to sensitive or critical network applications o Metering for DOS and Windows programs to ensure compliance with software license agreements o Graphical display of software usage to help you make purchase decisions o Queue back for metered applications to ensure license compliance and maximize the effectiveness of available resources o Suite metering for accurate enforcement of concurrent license agreements for suite applications, such as Microsoft Office o Virus protection to prevent costly downtime due to corrupted files 1.2.2 Asset Management o Recording and detecting of changes in software and hardware configurations (file servers, PCs & Macs) to eliminate the need for manual inventory o Inventorying for multiple sites to maximize resource usage o Alerting of changes in software and hardware configurations via cc:Mail, MHS, e-mail and paging notification to enable timely network support and provide an added level of security o Auto-learning of new software to reduce the time required to input new applications o Detailed vendor and warranty data tracking to keep records up-to-date and to inform purchase decisions o Inventory information import and export capabilities to preserve compatibility with other products and databases 1.2.3 Software Distribution o Automated distribution of system files, data files and software applications to eliminate "sneaker-net" for these functions o Flexible and powerful scripting language that allows you to customize distribution of system files, data files and software applications o Ability to edit system files (e.g., CONFIG.SYS, AUTOEXEC.BAT) to enable global replacement and workstation-specific changes without visiting each workstation 1.3 BrightWorks' Economic Benefits Using structured software management results in the following economic benefits: 1. Reduce user support costs by o reducing the time required to troubleshoot user and network problems with an accurate, up-to-date hardware and software inventory, o minimizing potential software incompatibilities by preventing unauthorized software from running, o allocating training dollars to minimize support calls with detailed application usage reports by user, department or application, and o reducing downtime by pinpointing outdated equipment and drivers quickly and easily. 2. Reduce network maintenance costs by o minimizing incompatibilities from non-standard configurations or tampering users by standardizing and centrally enforcing PC software configurations, o eliminating the need to walk from PC to PC to update workstation software configurations (i.e., network drivers, versions of DOS, CONFIG.SYS, AUTOEXEC.BAT, etc.), o eliminating the need to walk from PC to PC to get an accurate hardware and software inventory, o minimizing downtime for users with automatic detection and reporting of changes to network hardware and software configurations, o minimizing theft by automatically detecting missing hardware, o eliminating wasted time spent trying to determine what equipment and software requires upgrades, o configuring new workstations identically to others in an automated fashion with pre-configured distribution packages, and o recovering quickly from individual PC hard drive disaster by automating the distribution of a new configuration based on records of previous distributions. 3. Cut software and hardware purchase costs by o purchasing software based on actual simultaneous usage rather than on counting the number of workstations attached to the network, o purchasing software upgrades based on actual simultaneous usage rather than on the number of packages owned, and o using detailed management reports to allocate workstation equipment based on actual usage (e.g., supplying a power user with a 486 and a mail user with a 386). 4. Enforce software license compliance by o ensuring compliance with corporate and SPA guidelines, and o proving software compliance with SPA-approved reports. All of these benefits result in significant time and money savings! 1.4 BrightWorks' Major Capabilities BrightWorks consists of three major functional components: o Software Metering o Inventory Collection and Auditing o Software Distribution In addition to these capabilities, you can also access other McAfee management solutions from the BrightWorks console by choosing the appropriate tool bar button. If you wish to access McAfee's NETremote+ from BrightWorks, choose the Remote tool bar button and then refer to your NETremote+ manual for usage instructions. If you wish to access McAfee's LAN Support Center from BrightWorks, choose the Tickets tool bar button and then refer to your LAN Support Center manual for usage instructions. NOTE: Refer to Chapter 34 for instructions on enabling BrightWorks smart-launch within NMS. 1.5 Environment The following criteria must be met in order to run each BrightWorks capability: Brightworks: o Network Operating System: Novell NetWare 2.x, 3.x o Network Disk Space: 13 MB required, 25 MB recommended o Btrieve Database Access: server based: BTRIEVE.NLM o Operating System: DOS 3.3 or greater o User Interface: Microsoft Windows 3.1 in enhanced mode o Btrieve Datbase Access: server based: BREQUEST.EXE 6.1 or greater; local based: BTRIEVE.EXE o CPU: 386SX or higher o RAM: 4 MB o Disk Space: 12 MB & 50K per workstation o Monitor: VGA or better o Workstation RAM: minimum of 640K o Workstation CPU: 386 or greater SiteMeter: o Network Operating System: Novell NetWare 2.x, 3.x o Network Disk Space: 13 MB required, 25 MB recommended o Operating System: DOS 3.3 or greater o User Interface: Microsoft Windows 3.1 in enhanced mode o Btrieve Database Access: server based: BREQUEST.EXE 6.1 or greater; local based: BTRIEVE.EXE o CPU: 386SX or higher o RAM: 2 MB o Disk Space: 5 MB o Monitor: VGA or better o Workstation RAM: minimum of 640K o Workstation CPU: 286 or greater o To restrict access to local drives: SWATCHER.COM TSR 5K LAN Inventory: o Network Operating System: Novell NetWare 2.x, 3.x, 4.0 o Network Disk Space: 13 MB required, 25 MB recommended o Btrieve Database Access: server based: BTRIEVE.NLM o Operating System: DOS 3.3 or greater o User Interface: Microsoft Windows 3.1 in enhanced mode o Btrieve Datbase Access: server based: BREQUEST.EXE 6.1 or greater; local based: BTRIEVE.EXE o CPU: 386SX or higher o RAM: 2 MB o Disk Space: 6 MB o Monitor: VGA or better o Workstation RAM: minimum of 640K o Workstation CPU: 386 or greater NOTES: a - BrightWorks operates on Novell NetWare via IPX/SPX and is compatible with NetWare 4.0 and NMS. Refer to Chapter 34.0 for instructions on enabling BrightWorks smart-launch within NMS. b - BrightWorks includes multi-user BTRIEVE 5.10a. c - BrightWorks' inventory capability will work with Client Based and Server Based Btrieve. Server Based Btrieve is recommended for increased performance. When using BREQUEST, version 6.10c or greater is required. Refer to Chapter 32.0 for more information on using BREQUEST. d - Verify that you are running the latest versions of the Btrieve files. Updated Btrieve files can be found on Compuserve in the Novell Libraries (GO NOVLIB). 1.5 SMRPROXY Requirements This section describes the requirements for the SMRPROXY.NLM. Requirements for NetWare v. 3.11 fileserver: The new SMRPROXY.NLM which ships with SiteMeter v. 4.2 (and BrightWorks v. 1.1) is 'LSL based'. That means that to successfully run the SMRPROXY.NLM on NetWare v. 3.11, you must load the LSLENH.NLM on the fileserver. The LSLENH.NLM requires that the PATCHMAN.NLM and the latest LAN drivers (.LAN) be loaded on the fileserver. The latest .LAN drivers require ETHERTSM.NLM to be loaded on the fileserver (ETHERTSM is loaded for Ethernet network topologies. If the customer has a token ring network topology then TOKENTSM.NLM would be loaded instead of the ETHERTSM.NLM. Likewise, FDDITSM.NLM, RXNETTSM.NLM and PCN2LTSM.NLM are available for their respective topologies). The ETHERTSM.NLM requires the MSM.NLM to be loaded. Additionally, CLIB.NLM revision 3.12F or later must be loaded. In short, the following new files are needed: o CLIB.NLM v. 3.12f o MSM.NLM v. 2.2 o LSLENH.NLM v. 1.01 o PATCHMAN.NLM v. 2.3 o ETHERTSM.NLM, or TOKENTSM.NLM or RXNETTSM.NLM (this depends on the Topology used) All LAN drivers need to be updated (i.e. NE2000.LAN). Here is an example AUTOEXEC.NCF file which shows which NLMs need to be loaded : file server name vanwinkle ipx internal net cafe LOAD LSLENH <-- automatically loads PATCHMAN.NLM. LOAD NE2000 PORT=340 INT=5 <-- automatically loads MSM.NLM and [ETHER]TSM.NLM. bind IPX to NE2000 net=10 set allow unencrypted passwords = on NOTE: ETHERTSM.NLM is shown in brackets to emphasize that a different 'TSM.NLM' would be automatically loaded by NetWare for a different topology. The topology in this example is Ethernet as indicated by the NE2000.LAN driver which is being loaded. CLIB.NLM v. 3.12F is available on Compuserve in a self-extracting compressed file. Have the customer log on to Compuserve, GO NOVLIB, LIB 4 and download LIBUP2.EXE. The rest of the required files are available in a self-extracting compressed file called LANDR3.EXE which is also located on Compuserve. To get LANDR3.EXE, simply GO NOVFILES and then download the file. LANDR3.EXE 233,440 05-18-94 3:13p Use the following procedure to update the fileserver. 1. Copy CLIB.NLM v. 3.12F into the SYS:SYSTEM directory. 2. Copy LANDR3.EXE into the SYS:SYSTEM directory. 3. Execute LANDR3.EXE in the SYS:SYSTEM directory. Make sure that any older files are not marked 'Read Only' so they are overwritten by the new files. 4. Please refer to the STATS.DOC document for further information on the new files and/or special conditions (this file now resides in your SYS:SYSTEM directory). 5. At the fileserver Console ':' prompt, type Load Install. 6. Select 'Edit Autoexec.ncf'. 7. A line needs to be added prior to the load line of the LAN board (please see the example autoexec.ncf file above). The line is LOAD LSLENH. 8. Down the server and bring the server back up. 9. Verify that all the required files were loaded on the fileserver (do this by typing Modules at the fileserver console). The following files are contained in LANDR3.EXE: o STATS DOC 63446 10-06-93 3:55p o TOKENTSM NLM 9040 09-30-93 3:30p o MSM NLM 15628 10-04-93 1:03p o FDDITSM NLM 7847 07-07-93 5:07p o MSM31X NLM 16483 10-04-93 1:04p o PATCHMAN NLM 9632 02-04-93 10:38a o NE2 LAN 4954 10-08-93 10:44a o NE2_32 LAN 5066 05-12-93 4:03p o NE2100 LAN 7224 09-24-93 4:25p o TOKEN LAN 10125 06-07-93 1:29p o NE3200 LAN 13811 10-08-93 10:51a o LANDR3 TXT 26051 10-27-93 2:12p o RXNETTSM NLM 6202 01-06-93 10:04a o PCN2LTSM NLM 5691 01-30-93 11:32a o NE1000 LAN 4468 01-20-93 3:18p o !NVL1301 CFG 1169 03-12-92 2:28p o !NVL1401 CFG 986 06-10-92 4:02p o !NVL1501 CFG 11994 01-11-93 3:24p o !NVL0901 CFG 8293 10-04-90 10:42a o FIRMLOAD COM 1628 01-04-91 8:57a o @7154 ADF 2657 04-27-92 1:54p o XLOAD EXE 13872 08-06-91 4:47p o XLOAD DOC 3472 07-06-92 11:00a o LDR001 PTF 52920 11-06-91 4:55p o LDR001 DOC 3200 07-06-92 11:00a o NE2000 LAN 7356 10-08-93 10:47a o NE1500T LAN 7226 09-24-93 4:25p o TOKENDMA LAN 10861 05-26-93 3:16p o ETHERTSM NLM 8841 09-28-93 2:41p o NTR2000 LAN 10272 09-13-93 2:23p o PM311IO NLM 8384 04-13-93 11:28a o LSLENH3 NLM 10500 06-02-93 11:34a o IOSHIM NLM 1649 06-09-93 9:50a o TRXNET LAN 3075 01-07-93 1:23p o PCN2L LAN 4726 01-29-93 8:45p o LSLENH NLM 11641 11-16-92 8:29a o MONITOR NLM 117775 10-26-92 9:21a o !NVL1201 CFG 7378 03-26-92 9:08a o NE32HUB LAN 12266 01-27-93 9:11a o @7151 ADF 2346 07-26-89 5:08p o !NVL0701 CFG 2745 09-02-92 1:25p 41 file(s) Requirements for NetWare v. 3.12 fileserver The only new file required for NetWare v. 3.12 is CLIB.NLM v. 3.12F or later. Use the following procedure to update the fileserver. 1. Copy CLIB.NLM v. 3.12F into the SYS:SYSTEM directory. 2. Down the fileserver and bring the fileserver back up. 3. Verify that the new version of CLIB.NLM was loaded on the server (do this by typing Modules at the fileserver Console). Requirements for NetWare v. 4.X fileserver The requirements for NetWare v. 4.X is that the customer be running NetWare v. 4.01 or later, 250 user version or lower, with bindery emulation. NOTES: a - SiteMeter operates on Novell NetWare via IPX/SPX. Refer to Appendix E for instructions on enabling SiteMeter smart-launch within NMS. b - SiteMeter includes multi-user BTRIEVE 5.10a. c - Verify that you are running the latest versions of the Btrieve files. Updated Btrieve files can be found on Compuserve in the Novell Libraries (GO NOVLIB). 1.7 How This Manual Is Organized The following lists the contents of each part of this manual: o Intro.txt: Introduction, Chapters 1-4: Background information, environment requirements, technical support information, installation instructions, console description, and tutorials for each capability. o Metering.txt: Metering, Chapters 5-11: Complete instructions for using the metering capability. o Inventry.txt: Inventory, Chapters 12-18: Complete instructions for using the inventory capability. o Distrib.txt: Software Distribution, Chapters 19-25: Complete instructions for using the software distribution capability. o Crystal.txt: Crystal Reports, Chapters 26-28: Complete instructions for using the Crystal Reports software included with the BrightWorks product. o Ref.txt: Reference, Chapters 29-34: Appendices regarding BrightWorks error messages, BrightWorks file lists, inventory equipment database, Brequest, Btrieve return status codes and BrightWorks' smart-launch within NMS. 2.0 BrightWorks Installation Chapter 1 introduced BrightWorks. This chapter describes the installation procedures for BrightWorks and also provides an installation troubleshooting section. NOTES: a - This chapter pertains to BrightWorks, SiteMeter and LAN Inventory. b - Unzip the program files from the BBS into a directory on your local or network drive. 2.1 Before Installation To install BrightWorks, you must: o Be logged in to the network as a SUPERVISOR or equivalent o Run Windows 3.1 in enhanced mode o Have the following line in the [386Enh] section of your SYSTEM.INI file: network=*vnetbios, vnetware.386, vipx.386 o Have a drive mapped to your system volume The following file versions are recommended for BrightWorks' installation and use: o IPX version 3.10 o NETX version 3.26 or greater o Windows version 3.1 (enhanced mode) o VIPX version 1.13 o NETWARE.DRV version 2.02 o VNETWARE.386 version 1.06 NOTE: If you are using ODI drivers instead of IPX, you must have the following: - LSL version 2.01 - IPXODI.COM version 2.1 The latest versions of these files can be found on Compuserve in the Novell Libraries (GO NOVLIB). As of this writing, the current IPX, NETX, and IPXODI are contained within the self-extracting file named DOSUP9.EXE. The current versions of the Novell support drivers for Windows (VIPX.386, VNETWARE.386, NETWARE.DRV, etc.) can be found in the self-extracting file WINUP9.EXE. NOTE: As these drivers are updated and added to the Compuserve file, the number within the Compuserve filename will increment. For example, if Novell were to release a newer IPX and add it to DOSUP9.EXE, the name would change to DOSUP10.EXE. 2.1.1 Determining Version Numbers You can determine the versions of the above software by using the following methods: o To determine the installed version of IPX and the NETX shell, use the Novell NVER command. o To determine the version and mode of Windows, run Windows and choose the About Program Manager command from the Program Manager Help menu. o To determine the version of your Novell Windows support drivers, use the Novell VERSION command. For example, type: VERSION VNETWARE.386 o To determine the version of your IPXODI.COM file, use the Novell VERSION command. For example, type: VERSION IPXODI.COM 2.2 BrightWorks Installation Instructions This section provides the step-by-step instructions necessary to install BrightWorks. Use the following procedure to install BrightWorks on your network. You can exit the installation at any time by choosing the Exit button in the lower right corner of the installation screen. 1. Verify that you have a drive letter mapped to the SYS volume for the file server on which you are installing this product. 2. Start Windows in enhanced mode. 3. Choose the Run command from the Program Manager File menu. The Run dialog box displays. 4. At the prompt, enter the path and drive letter where you unzipped the program files from the BBS and then type SETUP. For example, type: F:\BWORKS\SETUP At this point a Log File is created and placed in your WINDOWS directory. A Log File is an ASCII file listing the date, time and location of the BrightWorks installation. The Log File also lists any errors that occurred during installation. If an error that prevents completion of the installation process occurs, the Log File displays. Several messages may appear at this point in the installation: a - If BrightWorks finds an existing Log File, you are asked if you wish to overwrite the old file. If you answer NO to preserve the old Log File, you are prompted to enter a new Log File name. Enter the new file name, and choose the OK button to continue. b - If you are not running the BREQUEST.EXE or the Btrieve NLM, a message displays informing you of the increased performance gained by using BREQUEST. You are given the option to either abort the installation to load BREQUEST or to continue with the installation. Choose the Yes button to exit the installation and load the BREQUEST.EXE and/or the Btrieve NLM, or choose the NO button to continue with the installation. Please refer to Chapter 32 for more information about Btrieve. NOTE: It is highly recommended that you use BREQUEST as this will improve the performance of data collection, auditing and reporting by at least 50% and by as much as 500%. It also improves upgrade performances. c - A message displays regarding the default target drive. This message informs you that mapped roots are not recognized by the install program. Read the message, and choose the OK button to continue. The Choose Server dialog box displays. 5. From the Choose Server dialog box, choose the file server on which you want to install BrightWorks, and choose the OK button. The Choose Server dialog box displays all the file servers to which you are currently attached and have a drive mapped. BrightWorks verifies that you have SUPERVISOR rights on the selected file server and also checks to see that your \WINDOWS\SYSTEM directory contains the appropriate files: o VNETWARE.386 o VIPX.386 o NETWARE.DRV Refer to the section in this chapter entitled "Before Installation" for version information. 6. Select one of the following install options: o Basic Install - runs the install process with minimal user input; automatically creates the Program Manager group McAfee (if not found) containing the BrightWorks program and Readme file icons and the Crystal Reports program and the Readme file icons. o Custom Install - allows you to choose whether or not to: copy all BrightWorks program files to the network, retrieve fresh copies of the BrightWorks inventory baseline file, retrieve fresh copies of the BrightWorks administration files, configure Windows 3.1 for BrightWorks, install Crystal Reports, install metering software to server, retrieve fresh copies of the BrightWorks executable files, or create the McAfee Program Manager group and its related icons. o Upgrade - allows you to automatically upgrade from either previous McAfee metering software or LAN Inventory software to BrightWorks with minimal user input. Refer to the appropriate section in this chapter for procedures regarding the selected install option. 2.3 Basic Install The Basic Install process automatically performs the following operations: o Copies BrightWorks files to the network o Installs the BrightWorks license o Creates the Program Manager group McAfee and icons for BrightWorks and the Readme file Continue with the following steps to complete the Basic Install procedure: 7. Enter the full path name to where BrightWorks should be installed, and choose the OK button. The drive letter and full directory must coincide with the file server you selected earlier. BrightWorks will create the directory if it does not exist. The default drive letter is the first one found on the server you specified. BWORKS is the default directory. NOTES: a - The installation procedure allows you to specify a drive letter that is mapped to a different server than the one you originally chose. b - DO NOT install BrightWorks in the same directory as SiteMeter or LAN Inventory. If you wish to upgrade from versions prior to LAI 3.1 and SiteMeter 4.1, follow the upgrade procedures in this chapter. If BrightWorks already exists in the specified directory, an option box displays asking whether or not you wish to overwrite this copy of BrightWorks. If you are installing over a BrightWorks 1.0 or greater or an LAI 3.1 or greater, you will be prompted "Do you wish to overwrite your existing Inventory data files?" If you answer YES, you will need to collect all of the data again. Choosing NO preserves your data. As indicated in this message box, the minimum space required for BrightWorks is 15MB; the recommended free space is 24414K. If you do not have the minimum space in the path you specified, an error message displays and you are prompted to select a different path. If you have the minimum but not the recommended free space, you are given the option of continuing the install in the specified path or choosing another one with more space. 8. Enter your Company Name, and choose the OK button. The Company Name length must be between 1 and 20 characters. 9. Enter the full path name to SYS:\SYSTEM on your server. The default is to the first drive letter found on the server you specified. 10. If you are running NetWare 3.x, choose one of the following options to make changes to the AUTOEXEC.NCF file: o Have BrightWorks make changes to your existing AUTOEXEC.NCF file and backup the old file as AUTOEXEC.BDI, or o Have BrightWorks make changes to the AUTOEXEC.BDI file and leave your existing AUTOEXEC.NCF file alone for you to change at a later date. Refer to AUTOEXEC.BDI for the necessary changes. 11. If you wish to install the TSR option (SWATCHER used with SiteMeter), choose the Yes button. The default setting installs SMRPROXY into the SYS:SYSTEM directory. In addition, you can select the Swatcher option in this box. If you do not wish to use this option, choose the No button. NOTE: SMRPROXY is automatically installed if you are loading SiteMeter on a 3.x file server. If you wish to use Swatcher you must select that option. If you are loading SiteMeter on a 2.x file server, you must select Swatcher. 12. Choose one of the following options to make the necessary changes to the WIN.INI file: o Have BrightWorks make changes now to your existing WIN.INI file and backup the old file as *.BDI, or o Have BrightWorks make changes later, saving needed changes as *BDI. Refer to WIN.BDI for the necessary changes. (BrightWorks adds the line "RPT=CRW.EXE^.rpt" to the WIN.INI file; you can still execute BrightWorks without making this change.) 13. Choose the OK button in the information box indicating that the installation completed. 14. Choose the OK button in the information box about the Readme file. 15. If you chose to modify the WIN.INI file in step 12, a dialog box displays, giving you the following options: o Reboot the PC o Terminate Windows and exit to DOS o Restart Windows Select the desired option and choose the OK button. When the installation is complete, a message displays informing you to check the Log File and display the Readme file for additional information. Double click on the Readme file icon to open the file. 2.4 Custom Install If you select the Custom Install option, the Install Options dialog box displays. This dialog box allows you to select the installation options to be performed. The procedures required for the Custom Install depend on the options selected in the Install Options dialog box. If you choose all the options, the procedure is identical to the Basic Install. The options in the dialog box are as follows: o Copy program files to the network - copies all BrightWorks files to the target directory. o Copy fresh Inventory data files to network - copies new data files to the network for use with the inventory capability. o Retrieve fresh copies of the Inventory Baseline files - copies only the Inventory baseline files into the BWORKS program directory. Your existing baseline information is overwritten. o Retrieve fresh copies of the Inventory Administration files - copies only the Inventory administration files into the BWORKS program directory. o Configure Windows 3.1 for product - makes the necessary changes to your WIN.INI file. o Install Crystal Reports - installs the Crystal Reports files, used with the reporting functions with BrightWorks' metering and inventory capabilities. o Install Metering software to server - installs BrightWorks' metering capability. o Create Program Manager group - creates the MCAFEE Program Manager group and icons. 7. Select all the desired options from the dialog box, and then choose the OK button. 8. Enter the full path name to where BrightWorks should be installed, and choose the OK button. (If you did not choose to copy BrightWorks files to the network only, skip to step 9.) The drive letter and full directory must coincide with the file server you selected earlier. BrightWorks will create the directory if it does not exist. The default drive letter is the first one found on the server you specified. BWORKS is the default directory. NOTES: a - The installation procedure allows you to specify a drive letter that is mapped to a different server than the one you originally chose. b - DO NOT install BrightWorks in the same directory as SiteMeter or LAN Inventory. If you wish to upgrade, follow the upgrade procedures in this chapter. If BrightWorks already exists in the specified directory, an option box displays asking whether or not you wish to overwrite this copy of BrightWorks. If you are installing over a BrightWorks 1.0 or greater or a LAI 3.1 or greater, you will be prompted "Do you wish to overwrite your existing Inventory files?" If you answer YES, you will need to collect all of the data again. Choosing NO preserves your data. As indicated in this message box, the minimum space required for BrightWorks is 15MB; the recommended free space is 24414K. If you do not have the minimum space in the path you specified, an error message displays and you are prompted to select a different path. If you have the minimum but not the recommended free space, you are given the option of continuing the install in the specified path or choosing another one with more space. 9. Enter your Company Name, and choose the OK button. (If you did not choose to install the files, skip to step 10.) The Company Name length must be between 1 and 20 characters. 10. Enter the full path name to SYS:\SYSTEM on your server. (If you did not choose to install the metering software, skip to step 13.) The default is to the first drive letter found on the server you specified. 11. If you are running NetWare 3.x, choose one of the following options to make changes to the AUTOEXEC.NCF file: o Have BrightWorks make changes to your existing AUTOEXEC.NCF file and backup the old file as AUTOEXEC.BDI, or o Have BrightWorks make changes to the AUTOEXEC.BDI file and leave your existing AUTOEXEC.NCF file alone for you to change at a later date. Refer to AUTOEXEC.BDI for the necessary changes. 12. If you wish to install the TSR option (SWATCHER used with SiteMeter), choose the Yes button. The default setting installs SMRPROXY into the SYS:SYSTEM directory. In addition, you can select the Swatcher option in this box. If you do not wish to use this option, choose the No button. NOTE: SMRPROXY is automatically installed if you are loading SiteMeter on a 3.x file server. If you wish to use Swatcher you must select that option. If you are loading SiteMeter on a 2.x file server, you must select Swatcher. 13. Choose one of the following options to make the necessary changes to the WIN.INI file. (If you did not choose to configure Windows 3.1 for the product, skip to step 14.) o Have BrightWorks make changes now to your existing WIN.INI file and backup the old file as *.BDI, or o Have BrightWorks make changes later, saving needed changes as *BDI. Refer to WIN.BDI for the necessary changes. (BrightWorks adds the line "RPT=CRW.EXE^.rpt" to the WIN.INI file; you can still execute BrightWorks without making this change.) 14. Choose the OK button in the information box indicating that the installation completed. 15. Choose the OK button in the information box about the Readme file. 16. If you chose to modify the WIN.INI file in step 13, a dialog box displays giving you the following options: o Reboot the PC o Terminate Windows and exit to DOS o Restart Windows Select the desired option and choose the OK button. When installation is complete, a message displays informing you to check the Log File and display the Readme file for additional information. Double click on the Readme file icon to open the file. 2.5 Upgrade Procedures The Upgrade Install offers you several options. You either can install BrightWorks, SiteMeter or LAN Inventory and copy the information contained in your current versions of these products, or you can just copy the information from existing software into the new BWORKS directory. Your existing database information is retained while your BrightWorks system is upgraded. NOTE: Before upgrading from previous McAfee metering software or LAN Inventory, make sure you backup all existing product files. If you are upgrading from SiteMeter, you can perform the Basic Install instead of this upgrade procedure. The Upgrade option automatically performs the following actions: o Copies BrightWorks files to the network o Creates the Program Manager group McAfee and icons for BrightWorks and the Readme file Continue with the following steps to complete the Upgrade Install procedure: 7. Select an option from the Install Options dialog box. The dialog box gives you the following options for upgrading: o Upgrade from Fusion 1.x, LAN Automatic Inventory 3.1x & SiteMeter 4.1x o Install and import LAN Inventory data and previous McAfee metering data o Install and import LAN Inventory data only o Install and import previous McAfee metering data only o Import LAN Inventory data and previous McAfee metering data only o Import LAN Inventory data only o Import previous McAfee metering data only NOTE: The import options are only available if you are upgrading from versions prior to LAI 3.1 and SiteMeter 4.1. The import feature allows you to retain the data you have in either your LAN Inventory or previous McAfee metering software. (If you have already installed SiteMeter, you do not need to import to retain the metering data.) NOTE: You can only select one of the import only options if you have already installed BrightWorks on your network. If you have not installed BrightWorks, select one of the first three options to install and import previous data. 8. Enter the full path name to where BrightWorks should be installed, and choose the OK button. The drive letter and full directory must coincide with the file server you selected earlier. BrightWorks will create the directory if it does not exist. The default drive letter is the first one found on the server you specified. NOTES: a - The installation procedure allows you to specify a drive letter that is mapped to a different server than the one you originally chose. b - DO NOT install BrightWorks in the same directory as SiteMeter or LAN Inventory. If BrightWorks already exists in the specified directory, an option box displays asking whether or not you wish to overwrite this copy of BrightWorks. As indicated in this message box, the minimum space required for BrightWorks is 15MB; the recommended free space is 24414K. If you do not have the minimum space in the path you specified, an error message displays and you are prompted to select a different path. If you have the minimum but not the recommended free space, you are given the option of continuing the install in the specified path or choosing another one with more space. If LAI files are detected in the specified directory, you are prompted to choose whether or not you want to use the new BrightWorks Software list. Either choose the Yes button to use the new Software list, or choose the No button to convert your existing Software list. (Note that converting your existing list may result in duplicate software entries.) We highly recommend using the new list for the most up-to-date software information. If you are installing over a version of BrightWorks 1.0 or greater or LAI 3.1 or greater, you will be prompted "Do you wish to overwrite your existing Inventory data files?" If you answer YES, you will need to collect the data again. Choosing NO preserves your data. 9. Enter your Company Name, and choose the OK button. The Company Name length must be between 1 and 20 characters. 10. Enter the full path name to SYS:\SYSTEM on your server. The default is to the first drive letter found on the server you specified. 11. If you are running NetWare 3.x, choose one of the following options to make changes to the AUTOEXEC.NCF file: o Have BrightWorks make changes to your existing AUTOEXEC.NCF file and backup the old file as AUTOEXEC.BDI, or o Have BrightWorks make changes to the AUTOEXEC.BDI file and leave your existing AUTOEXEC.NCF file alone for you to change at a later date. Refer to AUTOEXEC.BDI for the necessary changes. 12. If you wish to install the TSR option (SWATCHER used with SiteMeter), choose the Yes button. The default setting installs SMRPROXY into the SYS:SYSTEM directory. In addition, you can select the Swatcher option in this box. If you do not wish to use this option, choose the No button. NOTE: SMRPROXY is automatically installed if you are loading SiteMeter on a 3.x file server. If you wish to use Swatcher you must select that option. If you are loading SiteMeter on a 2.x file server, you must select Swatcher. 13. At the prompt, enter the path name for the existing copy of LAN Inventory and choose the OK button. (If you did not choose to import LAN Inventory data, skip this step.) BrightWorks verifies that you have a previous version of LAN Inventory, makes a duplicate copy of the files and then converts them to the BrightWorks software. 14. At the prompt, enter the path name of the existing copy of metering software and choose the OK button. (If you did not choose to import previous software metering data, skip this step.) BrightWorks verifies that you have a previous version of McAfee metering software, makes a duplicate copy of the files and then converts them to the BrightWorks software. 15. Choose one of the following options to make the necessary changes to the WIN.INI file: o Have BrightWorks make changes now to your existing WIN.INI file and backup the old file as *.BDI, or o Have BrightWorks make changes later, saving needed changes as *BDI. Refer to WIN.BDI for the necessary changes. (BrightWorks adds the line "RPT=CRW.EXE^.rpt" to the WIN.INI file; you can still execute BrightWorks without making this change.) 16. Choose the OK button in the information box indicating that the installation completed. 17. Choose the OK button in the information box about the Readme file. 18. If you chose to modify the WIN.INI file in step 15, a dialog box displays, giving you the following options: o Reboot the PC o Terminate Windows and exit to DOS o Restart Windows Select the desired option and choose the OK button. When the upgrade is complete, a message displays informing you to check the Log File and display the Readme file for additional information. Double click on the Readme file icon to open the file. NOTE: If you have upgraded to BrightWorks from LAN Inventory v2.xx (and if you have installed BrightWorks in your existing LAN Inventory v2.xx directory), you must re-inventory hardware only on each workstation (i.e., run EQUIP/MACEQUIP) before performing your initial BrightWorks audit. For all workstations that are not re-inventoried before performing the initial BrightWorks audit, their inventory will be removed from the baseline and reported as "missing." If you do not perform EQUIP prior to performing an audit, you will lose the information on the PCs from the old database. 2.6 Installing NLMs This quick start guide reviews the installation process and provides importantinformation about installing the product NLMs. WARNING: BTRIEVE Version 6.10 or later must be properly loaded to run the BrightWorks/SiteMeter Administration program. For instructions on setting up server based Btrieve, please see Chapter 32 in this manual. For instructions on setting local PC based Btrieve, please see Step 3 below. Note: Btrieve version 6.10c is located in Compuserve. Simply GO NOVLIB, Library 7 and download BTR61.EXE (947,265 bytes, December 6, 1993). If you get the following error message: "BrightWorks: The Novell Brequester has not been loaded. BrightWorks database will not be optimized. To optimize the performance of this program, load the Btrieve.NLM on your server, the Brequest.EXE TSR on your workstation (with argument /d:17000), and restart Windows and BrightWorks." when starting SiteMeter/BrightWorks and to the best of your knowledge, Btrieve has been properly loaded, please take the following steps: If you want to run BREQUEST for server based Btrieve, this error could be occuring because you have loaded the incorrect WBTRCALL.DLL file. Take the following steps: 1. Exit Windows. 2. Change to the \BWORKS directory. 3. Run USEBRQ.BAT. This program will copy the proper WBTRCALL.DLL file into the \BWORKS directory for BREQUEST.EXE. 4. Copy the new WBTRCALL.DLL into your \Windows directory. 5. Restart Windows. 6. Run BrightWorks again. This error may also occur if the BTRIEVE.NLM or the BSPXCOM.NLM is not be loaded on the fileserver. Please take the following steps: 1. At the fileserver console, type BSTOP. This unloads the NLMs. 2. Type BSTART. This loads both BTRIEVE.NLM and BSPXCOM.NLM on the fileserver. If you want to work with the client based BTRIEVE instead of the server based BTRIEVE (BREQUEST.EXE), then take these steps: 1. Run USEBTR.BAT. This ensures that you are running the proper WBTRCALL.DLL file for client based BTRIEVE. 2. Add the following section to your WIN.INI: [btrieve] options=/p:3072/f:22/t:btr.trn/e 3. Restart Windows. 4. Run BrightWorks again. 2.7 Troubleshooting If you receive any errors while installing or upgrading BrightWorks, display the log file to view the errors and possible solutions. The following lists the installation error messages and their explanations. Error calling DLL function. This indicates that install was unable to find PROGLIB.DLL or NETWARE.DRV didn't load or wasn't configured in your SYSTEM.INI file. This could happen if the NetWare shell was not loaded before running Windows or if the wrong NetWare driver was loaded for Windows. Please refer to the installation requirements in this manual. Also, make sure: -The shells are loaded. -The following line is included in your SYSTEM.INI file in the [386Enh] section: network=*vnetbios, vnetware.386, vipx.386 -You have Write and Modify rights to your Windows directory. Install requires temporary storage on your hard drive, approximately 300K bytes. There is not enough space on your XXXX. XXXX is the drive name specified. This message will display if the drive you specified does not have the space required to run the installation program. Unable to copy or decompress file: FILENAME. Make sure that you have permission to write to the designated path and that you included the drive letter and that there is enough space on the destination disk. FILENAME is the file to be copied or decompressed. This message will display if 1) you do not have the write permission 2) there is not enough space on the destination disk or 3) the volume (i.e., SYS) that the install is trying to write to does not exist. Log in as supervisor or equivalent. Install did not find a previously installed copy of XXXXXX in YYYYYY. Choose OK to choose another path. XXXXXX is the name of the product which you want to upgrade. YYYYYY is the name of the path you gave for the install to check for the previously installed product. This message will display if the install did not find the previously installed product which you want to upgrade in the path you specified. Make sure you give the correct path to the install to find the previously installed product for upgrading. This installation failed. Please run the install again to be sure that BrightWorks is installed correctly. Choose OK to exit install and view the install log file. This message will display when the installation has encountered severe problems and has aborted. A log file may have the error message. Use Windows Notepad utility to view this file. Make the required change and then run the install again. Fatal Error: [Error#] Verify that you meet the BrightWorks configuration requirements and then contact McAfee Technical Support with the Error #. Validate IPX/NETX versions, encountered NetWare Error #. The install process was unable to determine if your IPX and/or NETX versions meet the installation requirements. If your environment meets the minimum requirements, continue with the installation. You have not configured Windows to load VIPX.386. Please consult manual for further information. The following line must be included in the SYSTEM.INI file, in the [386Enh] section: network=*vnetbios, vnetware.386, vipx.386 Install detected problems with your Configuration. Click on OK to exit and view log file. View the Log File for information to correct your configuration in accordance with the BrightWorks installation requirements. Once you have corrected your configuration, re-run the installation process. Unrecoverable Error Verify that you meet the BrightWorks configuration requirements, and then contact McAfee Technical Support with the Error #. 3.0 Getting Started Chapter 2 described the BrightWorks installation and upgrade instructions. This chapter introduces and discusses the BrightWorks application window. NOTE: This chapter pertains to BrightWorks, SiteMeter and LAN Inventory. 3.1 Introduction The following chart describes the sections in this chapter: SECTION DESCRIPTION The BrightWorks Console Provides instructions on launching the BrightWorks console, selecting menu bar items, using the tool bar as an alternative to the menu bar, and using BrightWorks' on-line help. Printer Setup & Administration Provides procedures for defining the global print settings on which you want to generate BrightWorks reports. Error Handling Discusses how to handle errors. 3.2 The BrightWorks Console This section describes the BrightWorks console. In addition to instructions for launching and exiting BrightWorks, it discusses the menu bar, tool bar, and help facility. 3.2.1 Windows Terms BrightWorks should be used with a mouse. The table below briefly defines several Windows terms regarding the use of the mouse and product windows. Cancel Button: Choosing the Cancel button exits the current dialog box without saving any changes you made in this dialog box or without executing a command you selected in this dialog box. Choose: Click the left mouse button (or use a key combination) on an item to initiate an action. For example, "Choose the BrightWorks icon." Click: Press the left mouse button once. Double click: Press the left mouse button twice in quick succession. Icon: A graphic representation of an executable in Windows. Point: Position the mouse until the tip of the pointer on the screen rests on the desired item. Scroll: Use the scroll bars and buttons to move through a list of items. Select: Mark an item by clicking on it or by highlighting it with either key combinations or the mouse. For example, "Select the Include Path option." NOTE: The remainder of this manual assumes that you are familiar with Windows. Refer to your Microsoft Windows manual for information on the fundamental operating conventions of the Windows environment. 3.2.2 Accessing BrightWorks After successfully installing BrightWorks, a McAfee Program Manager group and a BrightWorks program icon are created on your Windows desktop. Use the following procedure to launch BrightWorks. 1. Load Brequest. Either server-based or client-based Btrieve can be used with BrightWorks. Server-based Btrieve is strongly recommended due to its increased database access speed. Upon installation, BrightWorks is configured to run with Brequest. If you are running client-based Btrieve, you must run the USEBTR.BAT file in the Fusion program directory before launching BrightWorks. This batch file configures BrightWorks to run with local Btrieve. For example, from within the Fusion program directory, issue the following command: USEBTR 2. Run Windows, and double click on the BrightWorks program icon. If you are using Novell's local Btrieve, a message displays recommending that you use BREQUEST for increased database access speed. This message will only display when BrightWorks cannot detect Brequest. It will also display when BrightWorks is configured to run with client-based Btrieve (i.e., by running the USEBTR.BAT file). To disable the warning message under all circumstances, place a checkmark in the "Disable warning message when Brequest isn't running" field. (To re-enable the warning message, the FUSION.INI file must be edited.) Refer to the section entitled "Consider Improving BrightWorks' Database Performance" in section 12.0 of this manual for more information about the Btrieve database. Choose the OK button to continue the BrightWorks program launch. The BrightWorks application window displays. The application window consists of the following items which are discussed in this section: o The BrightWorks Menu Bar o The BrightWorks Tool Bar o Access to BrightWorks' On-Line Help 3.2.3 Exiting BrightWorks Use the following procedure to end a BrighWorks session. 1. Choose the Exit command from the File menu. A dialog box displays prompting you to confirm the exit action. 2. To save your monitor configuration, check the 'Save monitor configuration' option. Checking this option will save the configuration of any metering windows that are currently open in your BrightWorks application window. All open metering windows will be automatically restored upon starting your next BrightWorks session. 3. Choose the OK button to close the BrightWorks application. The BrightWorks menu bar consists of several menu items. To choose a menu, point to the menu name and click the left mouse button. The menu displays. 3.2.4 BrightWorks Menu Bar The general purpose of each menu item is defined below: o File - Lists file oriented commands, including those for configuring global print settings and exiting BrightWorks. For several of the File menu commands, the command text and its associated action when selected depend on the currently active window in the BrightWorks application window. For example, when the List of Available Scripts window is active, the New Script and Open Script commands are listed under the File menu. o Edit - Lists the standard editing commands used when creating and editing software distribution scripts. o Administration - Lists sub-menus for each BrightWorks capability. When selected, each sub-menu displays a list of commands used for configuring and managing the capability parameters. o Tools - Lists commands for viewing and managing capability-specific information. For example, choose the Inventory command to view and manage the inventory collected by BrightWorks' inventory features. o Reports - Lists commands for accessing specific categories of BrightWorks reports. o Window - Lists commands for positioning the open document windows in the BrightWorks application window. o Help - Lists commands to access BrightWorks' on-line Windows hypertext help. NOTE: Holding down the left mouse button over a menu command causes the function of the command to display in the BrightWorks title bar at the top of the BrightWorks application window. 3.2.5 BrightWorks Tool Bar When using BrightWorks with a mouse, BrightWorks' tool bar buttons provide an alternative for accessing the most frequently used BrightWorks functions. Instead of choosing commands from the drop-down menus, you can choose the tool bar buttons to perform the same tasks. For example, to define applications to be metered, you can either choose Define Metered Applications from the Metering command on the Administration menu, or you can simply choose the Metering tool bar button. Both actions result in displaying the Define Metered Applications dialog box. The function of each tool bar button is described below: o Metering - Displays the Define Metered Applications dialog box used for adding, modifying and deleting applications to be metered. o Security - Displays the Define Authorized Files dialog box used for specifying files that are secure. o Monitor - Displays the View Application Usage dialog box used for determining which applications are being used and by whom. o Inventory - Displays the View Inventory dialog box used for viewing and managing the inventory of each audited workstation. o Distribute - Displays the Available Packages window used for viewing, creating and managing packages for distribution. o Remote - Provides access to optional McAfee NETremote+ software for automated user support. o Tickets - Provides access to optional McAfee LAN Support Center software for help desk automation. o Alerting - Displays the Alerting Options dialog box used for defining and scheduling auditing alerts. o Reports - Displays the report generator that was last selected from the Report menu. For example, if the Inventory and Distribution command was last chosen from the Reports menu, then the Choose Report dialog box will display, enabling you to generate inventory and distribution reports. NOTE: Holding down the left mouse button over a tool bar button causes the function of the button to display in the BrightWorks title bar at the top of the BrightWorks application window. 3.2.6 Using the Keyboard To use BrightWorks without a mouse, perform the standard Windows keyboard actions to navigate through the program. Each menu item on the BrightWorks menu bar has a keyboard mnemonic. Press the key in combination with the keyboard mnemonic key to choose a menu and cause the menu to drop down. For example, press the keys to choose the File menu and display its commands. Each command also has a keyboard mnemonic. Once the menu is displayed (i.e., "dropped down"), press the keyboard mnemonic of the command you want to choose. For example, from the File menu, press

to choose the Printer Setup command. You can also use the keys to move the highlight to a desired command and press to select the command. For detailed information on using a Windows application with the keyboard, refer to your Windows documentation. NOTE: Some BrightWorks features require the use of a mouse and cannot be accessed with the keyboard. 3.2.7 BrightWorks' Help Facility BrightWorks' help facility provides on-line assistance for using the BrightWorks software. To get information quickly about a BrightWorks feature or procedure, choose the Help Index command from the Help menu. Choosing the Help Index command displays an index list of topics. Choose the topic for which you require assistance. BrightWorks' help system is written in a standard Windows hypertext format. This means that you can jump from one topic to another by simply choosing topic names from a list. Several buttons display across the top of the Help dialog box allowing you to search for topics and also to view a list of the topics you have visited. For detailed information on using a Windows help facility, refer to your Windows documentation. 3.2.8 The .INI File Upon installing the BrightWorks software, the FUSION.INI file is created and placed in the Windows directory of the local workstation. The file can consist of the following sections: o [ShowBrequestWarning] - This section indicates the status of the Brequest warning which displays upon launching BrightWorks when BrightWorks does not detect the presence of the Btrieve NLM or VAP. This section contains an 'Init=' line which indicates whether or not the warning is disabled (i.e., 'Init=No' when warning is disabled; 'Init=Yes' when warning is enabled). o The warning message can be disabled from within BrightWorks by checking the "Disable message when Brequest isn't running" field when launching the application. The only way to re-enable the warning message after it has been disabled is to edit the FUSION.INI file, and enter 'Init=Yes' in this section. o [Report Preference] - This section indicates the reporting module that will be accessed upon choosing the BrightWorks Reports tool bar button. Choosing the Reports tool bar button accesses either the Inventory/Distribution reports or the Metering/Security reports, depending on the command that was last selected from the Reports menu. For example, the following section will be included in the FUSION.INI file if the Inventory and Distribution command was last selected from the Reports menu: [Report Preference] Module=Inventory o [ShowBanner] - This section can be manually added to the INI file in order to disable the About BrightWorks dialog box which displays upon launching BrightWorks. To disable the About dialog box at start-up time, enter the following: [ShowBanner] Init=No o To re-enable the warning message, either delete this section or enter 'Init=Yes.' o [DisableExitPrompt] - This section can be manually added to the INI file in order to disable the prompt which displays upon exiting BrightWorks. This prompt allows you to save the configuration of any open metering windows. To disable the exit prompt, add the following section to the FUSION.INI file: [DisableExitPrompt] AutoSave=Yes o Note that an 'AutoSave=Yes' setting will inhibit the exit prompt and save the configuration of the open metering windows. An 'AutoSave=No' setting will also inhibit the exit prompt but will not save the open metering window settings. o [Alternate EXE] - This section can be manually added to the INI file in order to change the applications that are launched when the BrightWorks Remote or Tickets tool bar buttons are pressed. For example, to run a third party executable help desk program when the Tickets tool bar button is chosen, add the following section to the FUSION.INI file: [Alternate EXE] ticket=3rdparty.exe o [downgrade] - This option lets you instruct the console to display either only metering or only inventory functions when it displays. For only metering functions, add the following section to the FUSION.INI file: [downgrade] module=metering To display only inventory functions, add the following section to the FUSION.INI file: [downgrade] module=inventory o To launch another program when the BrightWorks Remote tool bar button is chosen, add the line 'remote=' to this section and indicate the alternative application's executable file name. In all cases, to successfully launch another program from within Fusion, the program must be in the Windows directory, Windows system directory, DOS path or search path. 3.3 Printer Setup and Administration Before printing BrightWorks reports, you should review the global print parameters to be sure they reflect the printer settings that you require. Printer settings include: o Printer destination o Page orientation (portrait/landscape) o Paper size and source o Graphics resolution The procedures for customizing the contents of individual BrightWorks reports are discussed in the corresponding parts of this manual (e.g., Chapter 18 in Inventry.txt discusses "BrightWorks Inventory Reports"). This section briefly presents the procedures for viewing and changing Windows global print settings (e.g., target printer, paper size). NOTE: Please refer to your Windows manual for detailed procedures on modifying the Windows print settings. Use the following procedure to review and change your print settings. 1. Choose the Printer Setup command from the File menu. The Print Setup dialog box displays. NOTE: The Orientation section of this dialog box does not appear when you choose the Printer Setup command while the metering reports window is open. 2. Select the printer you want to use for printing BrightWorks reports. The printer selected from your Windows printer control is selected as the default. To use another printer, select a Specific Printer from the drop-down list associated with this field. NOTE: Choosing a specific printer does not permanently change your printer setting. 3. Select the desired orientation and paper parameters. Choose either the Portrait (long) or Landscape (wide) Orientation setting. Use the drop-down lists to define the Paper Size and Paper Source settings. 4. To make additional changes to the selected printer configuration, choose the Options button. Additional settings include dithering and intensity control. 5. Choose the OK button in the Print Setup dialog box to save the print settings. 3.4 Error Handling If you encounter an error while using BrightWorks, a message box displays with a description of the error. Choosing the OK button returns you to either the previous screen to select another choice or to the BrightWorks application window if no other choices are available. Chapter 29 of this manual lists and describes all BrightWorks errors. 4.0 Tutorials Chapter 3 described using the BrightWorks console and keyboard. This chapter presents brief tutorials to introduce BrightWorks' metering, inventory and software distribution capabilities. NOTE: This chapter pertains to BrightWorks, SiteMeter and LAN Inventory. 4.1 Metering Tutorial This tutorial outlines the major steps in using BrightWorks to meter your applications and file protect your network software. The steps in this tutorial include the following: 1. Creating a Metered Application 2. Viewing Application Usage 3. Creating an Authorized File 4. Setting the File Scan Interval NOTES: a - BrightWorks' metering capability must be installed on your network before beginning the tutorial. If you have not already done so, please refer to Chapter 2 for installation instructions. b - The options and features mentioned in this tutorial are discussed in detail in Metering.txt of this manual. You will realize the following benefits by using BrightWorks' metering on your network: o Ensured compliance with software license agreements--so you stay legal o Controlled access to sensitive network applications with real time trustee rights granting o Maximized effectiveness of available resources with queue back feature for metered applications o Virus protection for your files o Suite metering to accurately meter groups of applications o Security features to maintain network integrity 4.1.1 Creating a Metered Application A metered application is a program file that is registered for metering with BrightWorks. To register an application for metering, you must specify certain information about the application. For this tutorial, we are going to meter the Windows program CLOCK.EXE. The tutorial assumes that you are running Windows off of the network and that therefore CLOCK.EXE is on a network drive. The tutorial assumes you have the BrightWorks console open and that you have the SITEMETR.NLM running. Use the following procedure to create this metered application. 1. Choose the Metering command from the Administration menu. From the sub-menu that displays, choose the Define Metered Applications command. The Define Metered Applications dialog box displays. This dialog box displays all files currently registered with BrightWorks' metering and offers the following options: o Add - allows you to register an application for metering. o Modify - allows you to change a metered application's information. o Delete - allows you to remove an application from metering. o Attach to/Detach from File Servers - allows you to attach to or detach from different file servers while in BrightWorks. 2. Choose the Add button. The Add Metered Application dialog box displays. 3. Choose the Add button. The Browse for Files to Meter dialog box displays. This is a standard Windows dialog box. 4. Select the file CLOCK.EXE from your Windows directory. If you are running Windows from your local drive, you must select a different file stored on the network for this tutorial. BrightWorks does not meter local files. 5. Select the Include Path option. 6. Choose the OK button to exit this dialog box and insert the file name in the File(s) to Meter text box. 7. Enter CLOCK in the Metered Application Name text box. 8. Enter "CLOCK for Windows" in the Full Name text box. 9. Enter "20" in the Maximum Number of Concurrent Users text box. 10. Enter "2" in the Queue Back Time text box. Queue Back Time is the length of time an application is held exclusively for a queued user after he or she has been notified of its availability. This sets the queue back time to two minutes for CLOCK.EXE. NOTE: For this tutorial, we are not assigning a password or trustee rights to CLOCK.EXE. 11. Choose the OK button to save this information. You are returned to the Define Metered Applications dialog box. This completes the steps for creating a metered application for the utility CLOCK.EXE. Now only 20 concurrent users can use CLOCK.EXE on your network. NOTE: Refer to the section 6.3 entitled "Registering Applications for Software Metering" for more information about creating metered applications. 12. Choose the Close button to return to the BrightWorks console. Continue with the next section to view application usage for this program. 4.1.2 Viewing Application Usage Once you create metered applications, you can view their usage on your network. Use the following procedure to view how many people are running CLOCK.EXE. 1. Minimize the BrightWorks console. 2. Load SMRAGENT.EXE. This may already be loaded from the WIN.INI. You can determine if this file is loaded by choosing the Windows Run command from the File menu and then searching for SMRAGENT in the BWORKS directory. 3. From the Program Manager, choose the Clock icon. The clock displays on your screen. 4. Minimize the clock window. 5. Return to the BrightWorks console. 6. Choose the Monitor button from the tool bar. The View Application Usage dialog box displays. 7. Select the file server where CLOCK.EXE resides. 8. Choose the OK button. The Application Usage window for the file server you have selected displays. In the left hand side of the window, the program CLOCK.EXE is listed. The bar next to it indicates how many users are currently using this program. 9. Position the cursor to the end of the usage graph bar and depress the left mouse button. A pop-up menu displays. 10. Choose the View Current Users command. The Current Users window displays. Your login name will appear in this list as well as any other network users running CLOCK.EXE. 11. Exit this window to return to the application usage graph. This completes the steps for viewing a metered application with the graphic display. Once you add additional metered applications, this graph will reflect usage information for every application you meter. NOTE: Refer to section 8.3 entitled "Viewing Application Usage" for more information about viewing application usage. If you wish to remove metering from CLOCK.EXE at this point, refer to section 6.3.5 entitled "Deleting Metered Applications." Continue the metering tutorial to protect files against viruses. 4.1.3 Creating an Authorized File BrightWorks' metering protects your network against virus infection by checking each file against a registered copy before it is run. This process is called File Integrity Scanning. For this part of the tutorial, we will register the file CLOCK.EXE for file integrity scanning. Use the following procedure to register CLOCK.EXE for protection. 1. Choose the Security command from the Administration menu. From the sub-menu that displays, choose the Define Authorized Files command. The Define Authorized Files dialog box displays. From this dialog box you can: o Add files to the Authorized Files list o Reprotect files that are already authorized o Delete files that have been authorized o Attach to/Detach from different file servers 2. Choose the Add button. The Browse for Files to Authorize dialog box displays. 3. Select CLOCK.EXE. 4. Choose the OK button. CLOCK.EXE is listed in the Currently Authorized Files list. 5. Choose the Close button. CLOCK.EXE is now an authorized file. NOTE: Refer to section 7.2.2 entitled "Adding Authorized Files" for more information about authorizing applications for file protection. Continue with the next section to specify how often CLOCK.EXE should be checked for any changes. 4.1.4 Specifying the File Scan Interval BrightWorks' metering lets you specify how often files should be checked for changes before they are executed. Use the following procedure to set the File Scan Interval for the authorized file, CLOCK.EXE. 1. Choose the Security command from the Administration menu. From the sub-menu that displays, choose the Specify File Scan Interval command. The Specify File Scan Interval dialog box displays. 2. Slide the slide bar until the value underneath reads 20 minutes. 3. Choose the OK button. Now CLOCK.EXE will be checked every 20 minutes for changes to protect your network from viruses. NOTE: Refer to section 7.4 entitled "Specifying the File Scan Interval" for more information about specifying the file scan interval. If you wish to remove file protection from CLOCK.EXE at this point, follow the instructions in section 7.2.4 entitled "Deleting Authorized Files." This completes the metering tutorial. All of the features introduced here are described in full detail in Metering.txt of this manual. 4.2 Inventory Tutorial This tutorial outlines the major steps in using BrightWorks to perform an inventory and a subsequent audit of the components of your LAN. The steps in this tutorial include the following: 1. Collecting Inventory Data (using the EQUIP.EXE program) 2. Configuring the Audit Parameters 3. Running an Audit 4. Viewing the Audit Results (audit log and inventory details) NOTES: a - BrightWorks' inventory component must be installed on your network before beginning the tutorial. If you have not already done so, please refer to Chapter 2 for installation instructions. b - The options and features mentioned in this tutorial are discussed in detail in Inventry.txt of this manual. You will realize the following benefits by using BrightWorks' inventory capability on your network: o Reduce the time required to troubleshoot user and network problems with an accurate, up-to-date hardware and software inventory o Eliminate the need for manual inventory by automatically recording and detecting changes in software and hardware configurations o Inventory multiple sites to maximize resource usage o Reduce the time required to input new applications with auto-learning feature o Keep records up-to-date and inform purchase decisions with detailed vendor and warranty data tracking o Reduce downtime by detecting outdated equipment 4.2.1 Collecting Inventory Data EQUIP.EXE is the program used to collect the inventory data of your networked PCs. The program is executed at the machine on which you want to perform the inventory. Inventory data includes of hardware, software and system file information. Note that before running EQUIP you must set up the Btrieve database. Use the following procedure to collect a workstation's inventory data. 1. Proceed to the PC workstation for which you want to collect inventory data. 2. Make the BWORKS directory your current directory. Use the DOS CD command to change into the BWORKS program directory, or map a search drive to the BWORKS directory. 3. Setup the Btrieve database. BrightWorks provides two batch files which setup the Btrieve database. Issue the batch file which corresponds to the method of Btrieve you are using. o BRQ.BAT automatically issues the Btrieve setup command and loads Brequest. Brequest uses 25-49KB of RAM, depending on the version and the command line switches used. It is approximately 250% faster than the local Btrieve; it requires, however, that the NLM be loaded on the file server. The BRQ.BAT file consists of the following: BREQUEST /D:17000 o BTR.BAT automatically issues the Btrieve setup command and loads local Btrieve. Btrieve uses approximately 85KB of RAM, depending on the command line switches used. It is much slower than Brequest. The BTR.BAT file consists of the following: BTRIEVE /P:3072 /F:22 /T:BTR.TRN /E NOTE: Because of the increase in speed, Brequest is recommended. 4. Issue the EQUIP command and collect the hardware and software component data for the PC you are using. EQUIP /h /s where /h is the command line option used to specify hardware collection; /s is the command line option used to specify software collection. All EQUIP command line options are listed in section 14.2 entitled "EQUIP Command Line Reference." 5. Respond to the prompts that display the first time EQUIP is run in a transaction directory. Ignore this step if EQUIP has already been executed from the current directory. a - The first time EQUIP is run from any transaction directory, you are prompted to create new database files. Answer Yes to this prompt by typing and pressing the key. The EQUIP program will create the required transaction files. b - After the database files have been created, EQUIP then prompts you to enter a Site ID name. BrightWorks uses the Site ID name to determine your workstation's location. For example, enter the file server name as the Site ID. To do this, type: (file server name) where (file server name) is the name of your file server. Upon pressing , EQUIP gathers the hardware and software information from the workstation. NOTE: Follow Steps #1-4 for each networked PC you want to inventory, or call an EQUIP batch file from your system login script to automate inventorying of networked PCs. 4.2.2 Configuring the Audit Parameters Several audit parameters must be defined before performing an audit of the collected inventory data. All audit configuration information is defined from within the BrightWorks console. The audit parameters that are defined in this step of the tutorial include: o Audit scope - the sites and file servers to be audited o Audited components - the inventory components to be audited (e.g., hardware, software or both) Use the following procedure to configure the audit parameters for this tutorial. 1. Choose the Inventory command from the Administration menu. From the sub-menu that displays, choose the Scope of Audit command. The Scope of Audit dialog box displays, allowing you to select the sites and file servers to be included in the audit. To include a site or file server in the audit, click on the item name in the corresponding left list box, and then choose the Include button. The item name is moved into the list box on the right. To remove a site or file server from the audit, click on the item name in the corresponding right list box, and then choose the Remove button. The item name is moved into the list box on the left. 2. For this tutorial, include both the local site in the audit scope (i.e., the site that was created in the "Collecting Inventory Data" step of this tutorial) and the file server on which BrightWorks is installed. NOTE: The Scope of Audit dialog box lists all file servers on the networ, but only those file servers with BrightWorks installed can be audited, even if the file server name is "included" in the Scope of Audit. 3. Choose the OK button to accept the audit scope definition. When a file server is included in the scope definition, a Server dialog box displays prompting you to enter your login name and password. 4. In the Server dialog box, enter your login name and password for the selected file server, and then choose the OK button. NOTE: You must have Supervisor rights or equivalent to include a file server in the audit scope. The configuration changes are saved, and the Scope of Audit dialog boxes are closed. 5. To define what to audit and when to audit, choose the Inventory command from the Administration menu. From the sub-menu which displays, choose the Audit Parameters command. The Audit Parameters dialog box displays with the three sections: What to Audit, When to Audit, and Additional Options. 6. For this tutorial, check the following audit parameters: o What to Audit: PC Software and PC Hardware o What to Audit: Fileserver Software and Fileserver Hardware o When to Audit: When Requested Once these options are selected, choose the OK button to accept the audit parameters and close the dialog box. NOTE: Chapter 13 of this manual discusses the audit configuration procedures in detail. 4.2.3 Running the Audit Conducting an audit compiles the collected equipment inventory data from your workstations and file servers and adds it to BrightWorks' baseline inventory. Performing an audit updates the baseline inventory file to represent an accumulation of your most currently audited inventory information. The baseline inventory file provides data for various BrightWorks inventory reports, on-screen viewing, automatic notification of inventory changes, and the BrightWorks software distribution capability. The audit process uses the currently defined audit parameters. Therefore, before you initiate an audit, you should verify that the audit parameters are set properly. (In the previous step of this tutorial, the audit scope was defined to include the local BrightWorks site.) Use the following procedure to perform an audit. 1. Choose the Inventory command from the Administration menu. From the sub-menu that displays, choose the Audit command. A message displays informing you that the baseline inventory will be updated as a result of the audit. In order to maintain only the most current inventory data, the baseline files are always updated by performing an audit. 2. Choose the OK button to start the audit. The Audit in Progress dialog box displays while the audit is running. When the audit is complete, the Audit in Progress dialog box closes and the baseline is updated to reflect the new inventory data. NOTE: Chapter 15 of this manual discusses the audit process in detail. 4.2.4 Viewing Audit Results As a result of performing an audit, BrightWorks' equipment and inventory files are updated and are available for viewing. The audit results that are viewed in this step of the tutorial include: o Audit log - a list of all audits with access to audit summary and detail information o Inventory - a list of component data for PC/MAC workstations and file servers Use the following procedure to view the audit log and inventory details. 1. To view the Audit Log, choose the Inventory command from the Administration menu. From the sub-menu which displays, choose the View Audit Log command. The Audit Log dialog box displays with a list of all the audits that have been performed. The Date, Time, Performed By, and Status information are listed for each audit. 2. To view the summarized results of an audit, select the audit from the Audit Log dialog box and choose the Results button. The Audit Results dialog box displays and lists the summarized results of the selected audit. Choose the Close button to close the Audit Results dialog box. NOTE: The above audit log results dialog box can also be displayed by double clicking on an audit in the Audit Log dialog box. 3. To view the details of an audit, select the audit from the Audit Log dialog box and choose the Details button. An Audit Details dialog box displays which contains an itemized list of audited components, nodes, and system files. Use the scroll buttons and scroll bars to view all the information. Choose the Close button to close the Audit Details dialog box. 4. To view the inventory of your PC/MAC workstations and file servers, choose the Inventory tool bar button. The Inventory dialog box displays and lists the workstations and file servers for each audited site. Use the scroll buttons to view all the information. 5. Double click on a workstation type entry. The detailed inventory data for the workstation displays in an inventory details dialog. Use the slide bars and arrows to view the information on the inventory screen. The table below briefly lists the detailed inventory data displayed for PC and MAC workstations. A complete list of the detected equipment is provided in Chapter 31. PC WORKSTATION MAC WORKSTATION Computer Information Computer Information Mass Storage Floppy Drives Keyboard/Display Monitor Type Ports Slot Adapters and Drivers Network Adapter Mounted Volumes Memory 6. View additional component data regarding the workstation by choosing the Software Applications, Misc Equipment, System Files, and Notes buttons. The corresponding dialog boxes provide detailed information regarding the selected workstation. NOTE: You can also view the Software Applications, Miscellaneous Equipment, and Notes associated with a file server. When you have finished viewing the information for the workstation, choose the OK button to return to the View Inventory dialog box. Choose the Close button to close the View Inventory dialog box. NOTE: Chapters 16 and 17 of this manual discuss reviewing audit results in detail. This completes the inventory tutorial. All of the features introduced here are described in full detail in Inventry.txt of this manual. 4.3 Distribution Tutorial This tutorial outlines the major steps in using BrightWorks to distribute software and scripts throughout your local area network. NOTE: BrightWorks' distribution component must be installed on your network before beginning the tutorial. If you have not already done so, please refer to Chapter 2 for installation instructions. The steps in this tutorial include the following: 1. Creating and Compiling a Script 2. Creating a Scope 3. Scheduling a Package for Distribution 4. Running the SDUPDATE.EXE Program at the Receiving Workstation NOTE: The options and features mentioned in this tutorial are discussed in detail in Distrib.txt of this manual. You will realize the following benefits by using the BrightWorks distribution capability on your network: o Automate the distribution of system files, data files and software applications to eliminate "sneaker-ware" for these functions o Customize the distribution of system files, data files and software applications using a flexible and powerful scripting language o Edit system files (e.g., CONFIG.SYS, AUTOEXEC.BAT) to enable global replacement and workstation-specific changes without having to visit each workstation 4.3.1 Creating and Compiling a Script A script is a series of commands to be executed on a remote workstation. Scripts can be as simple as displaying a message on a remote user's monitor, or they can be as complex as restructuring a hard drive and/or installing and configuring software. Use the following procedure to create a script. 1. Choose the Scripts command from the Tools menu. The Scripts dialog box displays. For each script you define, the last compilation date, the status and the file name will display. 2. Choose the New button. The Open New Script dialog box displays prompting you to enter the name, file name and destination directory for the new script. 3. Enter the new script information, and choose the OK button. Enter a script name (up to 80 characters). All typed characters are valid. The script name is used within BrightWorks for identifying the script. Enter a script file name which must follow the standard DOS conventions and can reside in any directory. The script file name is used to contain the actual script commands. NOTE: It is recommended that .SCR be assigned as the extension for all script file names. Upon choosing OK, the message "This file does not exist. Create the file?" displays. Choose the Yes button to create the script file. The Script editor window automatically displays so you can enter the script. The script name being edited displays in the title bar of the script editor dialog box. 4. Type the script commands. Script commands can be directly typed into the script editor dialog box. The script commands can also be selected from a list of commands by choosing the Paste Script Function command from the BrightWorks Edit menu or the Functions button. The script compiler requires one command per line. No error checking is performed until the script is compiled. Standard editing functions are available from the Edit menu on the BrightWorks menu bar. For the purpose of this tutorial, enter the following script command: WRITELN "HELLO WORLD!" The WRITELN script function is used to write a value (in this case, "Hello World") to the screen at the receiving workstation. NOTE: The commands and rules for using the scripting language are documented in Chapter 22 of this manual, "Software Distribution Script Language." 5. Save the script contents by choosing the Save button in the Script Editor dialog box. The script is saved and the editor window remains open. The saved script contents are stored in ASCII text format. Scripts must be compiled before they can be used in a package. Continue with the following steps to compile the script. 6. Choose the Compile button in the Script Editor dialog box. While a compile is in progress, the Compile Status dialog box displays. When the compile is complete, the Status field in the Compile Status dialog box indicates success or failure. If the compile fails, the Function field indicates the first function found with invalid parameters. The Statistics area indicates the total number of lines in the script (Lines field) and the number of errors found (Errors field). If you entered the script command exactly as shown in Step #5 above, your script should compile successfully. 7. Choose the OK button in the Compile Status dialog box to continue. The Compile Status dialog box closes. 8. Choose the Close button in the Script Editor dialog box to return to the Scripts dialog box. The script's status displays as COMPILED. A script can be used in a package only after it has been compiled successfully. 9. Choose the Close button in the Scripts window. 4.3.2 Creating a Scope A scope is a group of workstations defined to receive a distributed package. Any number of workstations can be included in a scope definition. Use the following procedure to create a new scope. 1. Choose the Scopes command from the Tools menu. The Scopes dialog box displays. 2. Choose the New button. The New Scope dialog box displays prompting you to enter a name for the new scope. 3. Enter the new scope name, and choose the OK button. A scope name can be up to 80 characters, and all typed characters are valid. For example, enter the new scope name "TUTORIAL_SCOPE." Upon choosing OK, the Edit Scope dialog box displays prompting you to define the new scope. The Edit Scope dialog box consists of two lists: o Nodes in SITE - the list on the left side of the dialog box consists of all node names that apply to the local site. The site name is indicated by the SITE text in the list title. The nodes in this list are not included in the selected scope (i.e., the list to the right). o Nodes included in Scope - the list on the right side of the dialog box consists of the nodes that are in the selected scope. NOTE: The Query Options section of the Edit Scope dialog box is used to perform a query to filter the node names in the Nodes in SITE list. This procedure is discussed in detail in Chapter 23 of this manual. 4. Define one node to be included in the scope. Use the push buttons in the center of the Edit Scope dialog box to define the scope members. To define scope membership, select a node name from the Nodes in SITE list and choose the Include >> button. The selected node name moves from the left list to the Nodes Included in Scope list. 5. Choose the Save button. The scope's membership is defined, and you are returned to the Scopes dialog box. 6. Choose the Close button to close the Scopes dialog box. 4.3.3 Scheduling a Package Software is distributed across your local area network by creating and activating a package. When a package is created, it is assigned a scope and a "Start Date." Upon reaching the start date and running the SDUPDATE.EXE program at a workstation in the scope, an active package automatically gets sent to the workstation. Use the following procedure to schedule a package consisting of the scope and script created in this tutorial. 1. Choose the Packages command from the Tools menu, or choose the Distribute tool bar button. The Packages dialog box displays with the names and status information of all defined packages. 2. Choose the New button in the Packages window. The New Package dialog box displays prompting you to enter a name for the new package. 3. Enter the new package name, and choose the OK button. The package name can be up to 80 characters, and all typed characters are valid. Upon choosing OK, a New Package dialog box displays. The name of the new package is indicated in the title bar of the dialog box. 4. Select a script to be included in the package. Choose the down arrow button to the right of the Update Fileset and/or Update Script fields to display the list of existing filesets and scripts. From the drop-down list, select the script that was created during this tutorial. NOTE: A package must include a fileset and/or a script. 5. Select the scope to receive the package. Choose the down arrow button to the right of the Update Scope field to display the list of existing scopes. From the drop-down list, select the scope that was created during this tutorial. NOTE: A scope must be assigned to the package. The scope must have at least one member. 6. Assign the package's Start Date. Enter the date on which the package is to be distributed. Use the current date which appears as a default in this field. 7. Assign the Active status to the package. Check the "Update active when saved" option to automatically place the package in an active state upon saving the package. (An active package will get distributed automatically on its assigned start date.) If this field is not checked, an Inactive status will be assigned to the package. An inactive package will not get distributed automatically on its assigned start date. 8. Specify the package's update option. The selected Update Option instructs the software distribution update program how it should interact with the receiving workstation user at login time. For this tutorial, select the 'Force upgrade at next login' option to force the package's receipt on the user at the next login. If an error occurs, the distribution is halted so you can address the problem and reschedule the package. 9. Specify the target path in which the fileset should be decompressed. Even though this package does not consist of a fileset, a default path must be assigned to the package. The default path is the target path in which the distributed software (e.g., fileset) is to be installed or copied. For this tutorial, enter the default path as the workstation's boot root (i.e., choose the [BOOT_ROOT] option). 10. When all package attributes are defined, choose the Save button. The New Package dialog box closes, and the package is saved and assigned an active status. 4.3.4 Running the Update Program The distribution update program (SDUPDATE.EXE) is a DOS-based program which must be run from each workstation in order to receive the distributed packages it has been sent. Upon BrightWorks installation, the update program is copied into the BWORKS program directory. SDUPDATE [drive:[\path]] in which drive and path are optional parameters. The brackets are not typed. Consider the following examples: Example Result SDUPDATE SDUPDATE will look in the current directory. SDUPDATE F: SDUPDATE will look in the current directory on drive F:. SDUPDATE F:\path SDUPDATE will look in the directory F:\path. Use the following procedure to run the update program and distribute the active package. 1. At the workstation which is to receive the distributed package, load the Btrieve Record Manager. Either Btrieve or Brequest can be used. Refer to section 12.6.3 entitled "Consider Improving BrightWorks' Database Performance" for more information about the Btrieve database. 2. Make the BWORKS directory your current directory. Use the DOS CD command to change into the BWORKS program directory, or map a physical drive to the BWORKS directory. 3. Execute the SDUPDATE.EXE program. For example, enter the following at the DOS command line: SDUPDATE Upon executing SDUPDATE, messages similar to the following will display at your workstation: Looking for packages, please wait... Installing package "TUTORIAL"... Created target path. Target path: C:\ Disk space: ### bytes free Running Script "HELLO_WORLD"... HELLO WORLD! The script completed successfully. No more packages scheduled. This completes the distribution tutorial. All of the features introduced here are described in full detail in Distrib.txt of this manual.