Cyclades AlterPath User Manual

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AlterPath KVM Installation,
Configuration, and Users Guide
Software Version 2.0
Cyclades Corporation
3541 Gateway Boulevard Fremont, CA 94538 USA
1.888.CYCLADES (292.5233)
1.510.771.6200 (fax)
http://www.cyclades.com
Release Date: June 2005 Part Number: PAC0369
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©2005 Cyclades Corporation This document contains proprietary information of Cyclades Corporation and is not to be
disclosed or used except in accordance with applicable contracts or agreements. Information in this document is subject to change without notice. All trademarks, trade names, logos and service marks referenced herein, even when not
specifically marked as such, belong to their respective companies and are not to be considered unprotected by law.
The following are registered or registration-pending trademarks of Cyclades Corporation: Cyclades and AlterPath.
ActiveX, Microsoft, Microsoft Internet Explorer, Windows, and Windows NT are registered trademarks of Microsoft Corporation in the United States and other countries.
AIX is a registered trademark of International Business Machines Corporation in the United States and other countries.
FreeBSD is a registered trademark of the FreeBSD Foundation. HP/UX is a registered trademark of the Hewlett Packard Corporation. Linux is a registered trademark of Linus Torvalds in the United States and other countries. Mozilla and Mozilla Firefox are trademarks of the Mozilla Foundation. Sun, Sun Microsystems, Java, J2SE, Solaris, are trademarks or registered trademarks of Sun
Microsystems, Inc. in the United States and other countries. UNIX is a registered trademark of The Open Group in the United States and other countries. All rights reserved. This document may not, in whole or part, be copied, photocopied,
reproduced, translated, or converted to any electronic or machine-readable form without the prior written consent of Cyclades Corporation.
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Contents
Chapter 1: Introduction
Description ............................................................................................2
What’s New in KVM ............................................................................3
Color OSD .........................................................................................4
Enhanced Power Management for Cascaded Devices ......................5
Enhanced Syslogging ........................................................................5
Guidelines for Using the KVM .............................................................5
Connectors on the KVM .......................................................................6
Types of Ports ....................................................................................6
Connectors on the Back .....................................................................8
Power Connector and Power Switch .............................................9
KVM Ports .....................................................................................9
Management Ports (Console, Ethernet, User 1, User 2) ..............10
AUX Port .....................................................................................12
Activity LEDs on the Back of the KVM ............................................12
AlterPath KVM Ordering Options ......................................................15
Types of Users ....................................................................................15
Simultaneous KVM Logins .............................................................16
Simultaneous Server Connections ...................................................17
Administration Options .......................................................................18
Cyclades Web Manager ......................................................................19
Prerequisites for Using the Web Manager ..........................................20
Cascaded Devices ...............................................................................21
KVM Port Permissions .......................................................................23
Understanding KVM Port Permissions ...........................................24
KVM Port Permissions Hierarchy ...................................................25
Decision 1: Check User’s KVM Port Permissions ......................25
Decision 2: Check Group’s KVM Port Permissions ...................26
Decision 3: Check Generic User’s KVM Port Permissions ........26
Decision 4: Check User’s Default Permissions ...........................27
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Decision 5: Check Group’s Default Permissions ........................27
Decision 6: Check Generic User’s Default Permissions .............28
Administering Users of Connected Servers ........................................29
Types of Access to Ports .................................................................29
Tasks Related to Access to Connected Devices ..............................29
Redefining Keyboard Shortcuts (Hot Keys) .......................................30
Redefining KVM Connection Hot Keys .........................................31
Redefining Sun Keyboard Equivalent Hot Keys .............................31
Summary of Tasks for Redefining Hot Keys ..................................31
Power Management ............................................................................33
Setting Up and Configuring Power Management ...........................34
Options for Managing Power ..........................................................35
Controlling Power Through the Web Manager IPDU Power
Management Forms .....................................................................35
Controlling Power While Connected to KVM Ports ...................36
Authentication .....................................................................................37
Choosing Among Authentication Methods .....................................37
Tools for Specifying Authentication Methods ................................39
Notifications, Alarms, and Data Buffering .........................................40
Syslog Servers .................................................................................42
Prerequisites for Logging to Syslog Servers ...............................42
Facility Numbers for Syslog Messages .......................................42
Example of Using Facility Numbers ...........................................42
Configuring Logging and Alarms ...................................................43
Considerations When Choosing Whether to Enable DHCP ...............43
KVM Terminator Usage and Types ....................................................44
KVM Expander ...................................................................................45
KVM Expander Features .................................................................46
KVM Expander Models and Components ......................................47
Ports on the KVM Expander ...........................................................48
LEDs on the KVM Expander ..........................................................49
Power Outlets on the KVM Expander .............................................49
Cascading a KVM Expander ...........................................................49
Adding the KVM Expander to the KVM Unit’s List
of Cascaded Devices .......................................................................52
Upgrading the KVM Expander Microcontroller Code ...................52
User Access .....................................................................................53
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AlterPath KVM RP .............................................................................54
Connectors on the Back of the KVM RP ........................................54
Chapter 2: Installing the KVM
Shipping Box Contents AlterPath KVM ............................................59
Setting Up the KVM ...........................................................................61
T
To Mount the KVM .....................................................................61
Making an Ethernet Connection .........................................................63
T
To Make an Ethernet Connection ................................................63
Connecting Servers to the KVM Ports ...............................................64
T
To Prepare to Connect Devices to the KVM ...............................65
T
To Connect Computers to KVM Ports ........................................66
Making a Direct Connection for Network Configuration ...................68
T
To Connect to the Console Port ...................................................68
T
To Connect to the User 1 Management Port ...............................69
Powering On the KVM and Connected Devices ................................69
T
To Power On the KVM ................................................................69
T
To Power On Connected Devices ................................................69
Performing Basic Network Configuration ..........................................70
Configuring Basic Networking Using the wiz Command ..............71
T
To Log Into the KVM Through the Console ..........................71
T
To Change the Password Through the Console .......................71
T
To Use the wiz Command to Configure Network Parameters .72
T
To Apply and Confirm the Network Parameters Defined Using the wiz Command 73
Configuring Basic Networking Using the OSD ..............................74
T
To Log Into the OSD ...............................................................75
T
To Change a Password Using the OSD ...................................76
T
To Configure Network Parameters Using the OSD .................78
T
To Set the Time and Date Using the OSD ...............................81
Completing Configuration Using the Web Manager ..........................83
Changing Default Passwords ..............................................................84
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Changing admin’s Default Password [Web Manager] ................84
T
Changing the Root Password [Command Line] ..........................84
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Changing Default Passwords [OSD] ...........................................85
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Enabling Access to the Web Manager without Making a Direct
Connection ..........................................................................................86
T
To Use the Default IP Address to Access the Web Manager ......86
T
To Use a Dynamic IP Address to Access the Web Manager ......87
Preconfiguring the KVM for Remote Installation ..............................89
T
To Preconfigure the KVM ...........................................................89
T
To Set Up a Preconfigured KVM ................................................89
Additional Configuration Tasks ..........................................................90
Avoiding Conflicting Mouse Settings ................................................90
T
To Prevent Mouse Conflicts [Windows XP/Windows 2003] ......91
T
To Prevent Mouse Conflicts [Windows 2000 / ME] ...................92
T
To Prevent Mouse Conflicts [Windows 95/98/NT] .....................92
T
To Prevent Mouse Conflicts [Linux] ...........................................93
Avoiding Internet Explorer Conflicts .................................................94
T
To Modify IE Security Settings ...................................................94
Connecting an External Modem .........................................................97
T
To Connect an External Modem to the AUX Port ......................97
Chapter 3: Installing KVM-related Products and Components
Connecting AlterPath PMs to the KVM ...........................................100
T
To Connect a PM to the AUX Port ............................................100
T
To Connect Multiple PMs to the KVM .....................................101
Installing the AlterPath KVM Expander ..........................................102
Shipping Box Contents KVM Expander .......................................103
Setting Up the KVM Expander .....................................................105
T
To Mount the KVM Expander ...............................................105
Powering On the KVM Expander and Connected Devices ..........108
T
To Power On the KVM Expander ..........................................108
T
To Power On Devices Daisy Chained to the KVM Expander’s
Power Outlet ..........................................................................108
T
To Power On KVM-connected Devices ................................108
Connecting Cascaded KVM Units to the Primary KVM .................109
T
To Connect a Secondary KVM, KVM/net, or KVM/net Plus to the
Primary KVM ............................................................................110
T
To Connect a KVM Expander to the Primary KVM .................111
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Installing the AlterPath KVM Remote Presence ..............................112
Shipping Box Contents KVM RP .................................................113
T
To Connect the RP to the KVM ................................................114
Options for Accessing the RP .......................................................114
T
To Connect the RP to a Dedicated Keyboard, Monitor, and
Mouse .....................................................................................114
T
To Connect the RP to the Local Work Station .......................115
Supplying Power to the RP ...........................................................115
T
To Power On the KVM RP ........................................................115
Chapter 4: Web Manager for Administrators
Common Tasks .................................................................................118
Common Features of Administrators’ Windows ..............................120
Administrators’ Control Buttons, Logout Button, and KVM
Information ....................................................................................120
Obtaining More Information .........................................................121
Logging Into the Web Manager and Saving Changes ......................122
T
To Log Into the Web Manager as Admin ..................................122
T
To Save Configuration Changes ................................................124
Administrative Modes .......................................................................125
Wizard Mode ....................................................................................125
Procedures in Wizard Mode ..........................................................126
Steps in Wizard Mode ...................................................................126
Step 1: Network Settings [Wizard] ...............................................126
T
To Change Network Settings [Wizard] .....................................127
Step 2: Access [Wizard] ................................................................128
T
To Add a User [Wizard] ............................................................129
T
To Delete a User [Wizard] .........................................................131
T
To Change a Password [Wizard] ...............................................131
Step 3: System Log [Wizard] ........................................................133
T
To Add a Syslog Server [Wizard] .............................................134
T
To Delete a Syslog Server [Wizard] ..........................................134
Expert Mode .....................................................................................135
Overview of Menus and Forms in Expert Mode ...........................136
Access ...............................................................................................137
Connect to Server ..........................................................................137
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Power Management .......................................................................138
Outlets Manager .........................................................................139
T
To View Status, Lock, Unlock, and Cycle Power
Outlets [Expert] ......................................................................140
View IPDUs Info .......................................................................141
T
To View and Reset IPDU Information [Expert] ....................141
Users Manager ...........................................................................142
T
To Configure Users to Manage Specific Power Outlets ........142
Configuration .............................................................................143
T
To Configure Creation of Alarms and Syslog Files
for IPDUs [Expert] .................................................................144
Software Upgrade ......................................................................144
T
To Upgrade Firmware on an AlterPath PM [Expert] ................145
Configuration ....................................................................................147
KVM ..............................................................................................148
General .......................................................................................148
General .......................................................................................149
Enabling Direct Access to KVM Ports [Expert] ........................150
T
To Enable Direct Access to KVM Ports [Expert] ..................150
Redefining KVM Connection Keyboard Shortcuts (Hot Keys) 150
T
To Redefine KVM Session Keyboard Shortcuts [Expert] .....151
Specifying Authentication for KVM Port Logins .....................152
T
To Specify an Authentication Method for KVM Port Logins 152
Local User and IP Users ............................................................153
T
To Configure Local User 1 and User 2 Sessions ...................155
Modifying Individual KVM Ports .............................................156
T
To Configure a KVM Port for Power Management [Expert] 158
Configuring Cascaded KVM Units ...............................................158
T
To Add a Secondary KVM Unit to be Cascaded from the
Master KVM ..............................................................................160
T
To Edit the Configuration of a Cascaded KVM Unit ................161
T
To Delete the Configuration of a Cascaded KVM Unit ............163
Modifying Individual KVM Ports .............................................163
T
To Configure a KVM Port for Power Management [Expert] 165
T
To Specify or Change the Alias for a KVM Port ...................167
T
To Enable or Disable a KVM Port .........................................167
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Users & Groups .............................................................................168
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To Add a User [Expert] .............................................................169
T
To Delete a User or Group [Expert] ..........................................170
T
To Change a User’s Password [Expert] .....................................170
T
To Add a Group [Expert] ...........................................................171
T
To Modify a Group [Expert] ......................................................171
T
To Select Users and Groups for Assigning KVM Port
Access [Expert] ..........................................................................172
T
To Assign KVM Port Access to a User or Group .....................173
Configuring an Authentication Method ........................................176
T
To Configure an Authentication Method for KVM Logins .......177
T
To Configure an Authentication Method for Logins Through
KVM Ports .................................................................................178
Configuring Authentication Servers for Logins to the KVM and
Connected Devices ....................................................................179
T
To Identify a Kerberos Authentication Server .......................180
T
To Identify an LDAP Authentication Server [Expert] ...........182
T
To Configure an SMB(NTLM) Authentication Server [Expert] 184
T
To Configure a NIS Authentication Server [Expert] .............185
T
To Identify a RADIUS Authentication Server [Expert] ........186
T
To Identify a TACACS+ Authentication Server [Expert] .....187
Network .........................................................................................188
Host Settings ..............................................................................189
T
To Configure Host Settings [Expert] .....................................190
Syslog ........................................................................................192
T
To Configure Syslogging for KVM Ports and Specify Message
Filtering [Expert] ....................................................................193
Services ......................................................................................194
T
To Select the Daemons Used for Incoming Connections ......195
IP Filtering .................................................................................195
T
To Add a Chain [Expert] ........................................................203
T
To Edit a Chain [Expert] ........................................................203
T
To Edit a Rule for IP Filtering ...............................................204
T
To Add a Packet Filtering Rule [Expert] ...............................205
T
To Add a Chain for IP Filtering .............................................205
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To Edit A Chain for IP Filtering ............................................207
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To Add a Rule for IP Filtering ...............................................207
VPN ...........................................................................................212
T
To Configure VPN .................................................................213
SNMP ........................................................................................216
T
To Configure SNMP ..............................................................216
Host Tables ................................................................................220
T
To Configure Hosts ................................................................220
Static Routes ..............................................................................222
To Add, Edit, or Delete a Static Route ......................................222
AUX Port .......................................................................................224
T
To Configure the AUX Port for Use With a PM or an
External Modem ........................................................................225
System ...........................................................................................226
Time/Date ..................................................................................227
T
To Set the KVM’s Date and Time Manually .........................228
T
To Set The Time and Date With NTP ....................................228
T
To Set the Time and Date to the KVM’s Local GMT ...........229
Boot Configuration ....................................................................229
T
To Configure KVM Boot .......................................................233
Viewing System Information ............................................................234
General ..........................................................................................234
T
To View General Information for Your KVM ..........................234
Port Status .....................................................................................235
T
To View Port Status ...................................................................235
Management ......................................................................................237
Backup Configuration ...................................................................238
T
To Back Up or Retrieve KVM Configuration Data ...................240
Firmware Upgrade .........................................................................241
T
To Find the Cyclades Pathname for Firmware or
Microcode Upgrades ..................................................................243
T
To Upgrade Firmware [Expert] .................................................244
Microcode Upgrade .......................................................................245
T
To Download Microcode From an FTP Server [Expert] .......246
Microcode Reset ............................................................................248
T
To Reset the Microcode After Upgrade .................................248
Active Sessions .............................................................................249
T
To View Active Sessions Information .......................................249
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To Kill an Active Session ..........................................................250
Reboot ...........................................................................................251
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To Reboot the KVM From a Remote Location .........................251
Chapter 5: Web Manager for Regular Users
Web Manager for Regular Users ......................................................254
Prerequisites for Logging in to the Web Manager ............................255
T
To Log Into the KVM Web Manager as a Regular User ...........255
Power Management for Regular Users .............................................257
Changing Your KVM Password .......................................................258
T
To Change Your KVM Password ..............................................258
Chapter 6: Accessing Connected Devices
Who Can Access Connected Devices ...............................................260
Prerequisites for Accessing Servers ..................................................261
Connecting to Servers ......................................................................262
T
To Connect to Servers Through the OSD Connection Menu ....263
Controlling KVM Port Connections .................................................264
Hot Keys for KVM Connections ...................................................265
Hot Keys for Emulating Sun Keyboard Keys ...............................266
T
To Return to the Connection Menu After Connecting to a Port 267
T
To View Connected Port Information .......................................267
Cycling Between Servers ..............................................................268
T
To Initiate Cycle by Server ........................................................268
T
To Connect to the Next Authorized Server from the Current Server 269
T
To Connect to the Previous Authorized Server from the
Current Server ............................................................................269
T
To Adjust Screen Brightness and Contrast ................................269
Resetting the Keyboard and Mouse ..............................................270
T
To Reset the Keyboard and Mouse ............................................270
Controlling Power of a KVM-connected Server ...........................271
T
To Power On, Power Off, or Reboot the Connected Server ......271
Closing a KVM Connection ..........................................................272
T
To Close a KVM Connection ....................................................272
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Sharing KVM Port Connections ...................................................273
Power Management ..........................................................................274
T
To Power On, Power Off, Lock, Unlock, or Cycle Devices
Plugged into PM Outlets ............................................................275
Modem Connections .........................................................................277
T
To Configure a PPP Connection on a Remote Computer ..........278
T
To Make a PPP Connection From a Remote Computer ............279
Chapter 7: On Screen Display
Navigating the OSD ..........................................................................282
Basic Navigation Keys ..................................................................282
Common Navigation Actions ........................................................283
Logging In Through the OSD ...........................................................283
T
To Log In to the KVM Through the OSD .................................284
OSD Main Menu ...............................................................................284
Connection Menu ..............................................................................285
Power Management Menu ................................................................286
Configure Menu Overview ...............................................................286
Understanding OSD Configuration Screen Series ........................289
General Configuration Screens [OSD] ..........................................290
Network Configuration Menu Options [OSD] ..............................292
Network Configuration Screens [OSD] .....................................293
SNMP Configuration Screens [OSD] ........................................296
VPN Configuration Screens [OSD] ...........................................300
IP FIltering Configuration Screens ............................................304
Hosts Configuration Screens [OSD] ..........................................311
Static Routes Configuration Screens .........................................312
Date/time Configuration Screens ..................................................315
User Station Screens ......................................................................316
KVM Ports Screens .......................................................................320
AUX Port Screens .........................................................................321
Cascade Devices ............................................................................324
Users and Groups Screens .............................................................328
Syslog Screens ...............................................................................335
Authentication Screens ..................................................................336
Save/Load Configuration Screens .................................................344
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System Info Menu .............................................................................347
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To Access System Information ..................................................348
Reboot ...............................................................................................348
T
To reboot the KVM ...................................................................348
Controlling the OSD Through the AlterPath Remote Presence .......349
T
To Use to the AlterPath KVM RP to Access the KVM ............349
T
To Switch the RP Video Display from the OSD to the
Local Computer .........................................................................350
T
To Switch the RP Video Display from the Local Computer to
the OSD .....................................................................................350
T
To Turn the Beeper On or Off When Switching Between the
Local and the Remote Work Stations ........................................351
Chapter A: Troubleshooting
Replacing a Boot Image ....................................................................354
Downloading a New Software Version .........................................355
Changing the Boot Image ..............................................................356
T
To Boot from an Alternate Image With bootconf .....................356
Changing the Boot Image in U-Boot Monitor Mode .................357
T
To Boot in U-Boot Monitor Mode ............................................358
T
To Boot from an Alternate Image in U-Boot Monitor Mode ....358
T
To Boot in Single User Mode from U-Boot Monitor Mode ......359
T
To Replace a Boot Image From a Network Boot in U-Boot
Monitor Mode ............................................................................359
T
To Restore the KVM Configuration to the Factory Default .....360
Glossary .............................................................................................. 361
Index ...................................................................................................... 369
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List of Procedures
T
To Mount the KVM..........................................................................61
T
To Make an Ethernet Connection.....................................................63
T
To Prepare to Connect Devices to the KVM....................................65
T
To Connect Computers to KVM Ports.............................................66
T
To Connect to the Console Port .......................................................68
T
To Connect to the User 1 Management Port....................................69
T
To Power On the KVM....................................................................69
T
To Power On Connected Devices ....................................................69
T
To Log Into the KVM Through the Console...................................71
T
To Change the Password Through the Console...............................71
T
To Use the wiz Command to Configure Network Parameters.........72
T
To Apply and Confirm the Network Parameters Defined Using the
wiz Command ..................................................................................73
T
To Log Into the OSD........................................................................75
T
To Change a Password Using the OSD............................................76
T
To Configure Network Parameters Using the OSD.........................78
T
To Set the Time and Date Using the OSD.......................................81
T
Changing admin’s Default Password [Web Manager].....................84
T
Changing the Root Password [Command Line]...............................84
T
Changing Default Passwords [OSD]................................................85
T
To Use the Default IP Address to Access the Web Manager...........86
T
To Use a Dynamic IP Address to Access the Web Manager...........87
T
To Preconfigure the KVM................................................................89
T
To Set Up a Preconfigured KVM.....................................................89
T
To Prevent Mouse Conflicts [Windows XP/Windows 2003]..........91
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List of Procedures
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To Prevent Mouse Conflicts [Windows 2000 / ME]........................92
To Prevent Mouse Conflicts [Windows 95/98/NT].........................92
To Prevent Mouse Conflicts [Linux] ...............................................93
To Modify IE Security Settings .......................................................94
To Connect an External Modem to the AUX Port...........................97
To Connect a PM to the AUX Port................................................100
To Connect Multiple PMs to the KVM..........................................101
To Mount the KVM Expander .......................................................105
To Power On the KVM Expander..................................................108
To Power On Devices Daisy Chained to the KVM Expander’s
Power Outlet...................................................................................108
To Power On KVM-connected Devices.........................................108
To Connect a Secondary KVM, KVM/net, or KVM/net Plus to the Primary KVM110
T
To Connect a KVM Expander to the Primary KVM .....................111
T
To Connect the RP to the KVM.....................................................114
T
To Connect the RP to a Dedicated Keyboard, Monitor,
and Mouse......................................................................................114
T
To Connect the RP to the Local Work Station...............................115
T
To Power On the KVM RP............................................................115
T
To Log Into the Web Manager as Admin ......................................122
T
To Save Configuration Changes ....................................................124
T
To Change Network Settings [Wizard]..........................................127
T
To Add a User [Wizard].................................................................129
T
To Delete a User [Wizard] .............................................................131
T
To Change a Password [Wizard]....................................................131
T
To Add a Syslog Server [Wizard]..................................................134
T
To Delete a Syslog Server [Wizard] ..............................................134
T
To View Status, Lock, Unlock, and Cycle Power
Outlets [Expert]..............................................................................140
T
To View and Reset IPDU Information [Expert] ............................141
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To Configure Users to Manage Specific Power Outlets ................142
T
To Configure Creation of Alarms and Syslog Files for
IPDUs [Expert]...............................................................................144
T
To Upgrade Firmware on an AlterPath PM [Expert].....................145
T
To Enable Direct Access to KVM Ports [Expert]..........................150
T
To Redefine KVM Session Keyboard Shortcuts [Expert] .............151
T
To Specify an Authentication Method for KVM Port Logins .......152
T
To Configure Local User 1 and User 2 Sessions ...........................155
T
To Configure a KVM Port for Power Management [Expert] ........158
T
To Add a Secondary KVM Unit to be Cascaded from
the Master KVM.............................................................................160
T
To Edit the Configuration of a Cascaded KVM Unit.....................161
T
To Delete the Configuration of a Cascaded KVM Unit.................163
T
To Configure a KVM Port for Power Management [Expert] ........165
T
To Specify or Change the Alias for a KVM Port...........................167
T
To Enable or Disable a KVM Port.................................................167
T
To Add a User [Expert]..................................................................169
T
To Delete a User or Group [Expert]...............................................170
T
To Change a User’s Password [Expert] .........................................170
T
To Add a Group [Expert] ...............................................................171
T
To Modify a Group [Expert]..........................................................171
T
To Select Users and Groups for Assigning KVM Port
Access [Expert]..............................................................................172
T
To Assign KVM Port Access to a User or Group..........................173
T
To Configure an Authentication Method for KVM Logins...........177
T
To Configure an Authentication Method for Logins Through
KVM Ports .....................................................................................178
T
To Identify a Kerberos Authentication Server...............................180
T
To Identify an LDAP Authentication Server [Expert]...................182
T
To Configure an SMB(NTLM) Authentication Server [Expert] ...184
T
To Configure a NIS Authentication Server [Expert] .....................185
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To Identify a RADIUS Authentication Server [Expert].................186
To Identify a TACACS+ Authentication Server [Expert] .............187
To Configure Host Settings [Expert] .............................................190
To Configure Syslogging for KVM Ports and Specify Message
Filtering [Expert]............................................................................193
To Select the Daemons Used for Incoming Connections ..............195
To Add a Chain [Expert]................................................................203
To Edit a Chain [Expert]................................................................203
To Edit a Rule for IP Filtering .......................................................204
To Add a Packet Filtering Rule [Expert] .......................................205
To Add a Chain for IP Filtering.....................................................205
To Edit A Chain for IP Filtering ....................................................207
To Add a Rule for IP Filtering.......................................................207
To Configure VPN.........................................................................213
To Configure SNMP ......................................................................216
To Configure Hosts........................................................................220
To Configure the AUX Port for Use With a PM or an
External Modem.............................................................................225
T
To Set the KVM’s Date and Time Manually.................................228
T
To Set The Time and Date With NTP............................................228
T
To Set the Time and Date to the KVM’s Local GMT ...................229
T
To Configure KVM Boot...............................................................233
T
To View General Information for Your KVM...............................234
T
To View Port Status .......................................................................235
T
To Back Up or Retrieve KVM Configuration Data.......................240
T
To Find the Cyclades Pathname for Firmware or
Microcode Upgrades......................................................................243
T
To Upgrade Firmware [Expert]......................................................244
T
To Download Microcode From an FTP Server [Expert] ...............246
T
To Reset the Microcode After Upgrade.........................................248
T
To View Active Sessions Information...........................................249
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T
To Kill an Active Session...............................................................250
T
To Reboot the KVM From a Remote Location..............................251
T
To Log Into the KVM Web Manager as a Regular User ...............255
T
To Change Your KVM Password ..................................................258
T
To Connect to Servers Through the OSD Connection Menu.........263
T
To Return to the Connection Menu After Connecting to a Port ....267
T
To View Connected Port Information............................................267
T
To Initiate Cycle by Server ............................................................268
T
To Connect to the Next Authorized Server from the
Current Server................................................................................269
T
To Connect to the Previous Authorized Server from the
Current Server................................................................................269
T
To Adjust Screen Brightness and Contrast ....................................269
T
To Reset the Keyboard and Mouse................................................270
T
To Power On, Power Off, or Reboot the Connected Server..........271
T
To Close a KVM Connection.........................................................272
T
To Power On, Power Off, Lock, Unlock, or Cycle Devices Plugged
into PM Outlets ..............................................................................275
T
To Configure a PPP Connection on a Remote Computer..............278
T
To Make a PPP Connection From a Remote Computer.................279
T
To Log In to the KVM Through the OSD......................................284
T
To Access System Information......................................................348
T
To reboot the KVM........................................................................348
T
To Use to the AlterPath KVM RP to Access the KVM.................349
T
To Switch the RP Video Display from the OSD to the
Local Computer..............................................................................350
T
To Switch the RP Video Display from the Local Computer to
the OSD..........................................................................................350
T
To Turn the Beeper On or Off When Switching Between the Local
and the Remote Work Stations.......................................................351
T
To Boot from an Alternate Image With bootconf..........................356
T
To Boot in U-Boot Monitor Mode.................................................358
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List of Procedures
T
T
T
T
To Boot from an Alternate Image in U-Boot Monitor Mode.........358
To Boot in Single User Mode from U-Boot Monitor Mode..........359
To Replace a Boot Image From a Network Boot in U-Boot
Monitor Mode ................................................................................359
To Restore the KVM Configuration to the Factory Default .........360
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xxi
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List of Procedures
xxii
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List of Tables
Table iv-1: Typographic Conventions...................................... xxxiv
Table iv-2: Other Terms and Conventions .................................xxxv
Table 1-1: Port Types ......................................................................6
Table 1-2: LED Descriptions ........................................................13
Table 1-3: AlterPath KVM Model Numbers and Port Options.....15
Table 1-4: User Types, Responsibilities, and Default Password...16
Table 1-5: Administration Options................................................18
Table 1-6: Supported Browsers.....................................................20
Table 1-7: Connectors and Ports for Cascading KVM Units........22
Table 1-8: Default Port Access Permissions.................................23
Table 1-9: Tools for Setting KVM Port Permissions ....................25
Table 1-10: Tasks for Redefining Hot Keys....................................31
Table 1-11: Supported Authentication Types for KVM and
Port Types ....................................................................37
Table 1-12: Specifying Authentication Methods ............................40
Table 1-13: AlterPath KVM Terminators........................................44
Table 1-14: KVM Expander Model Numbers and Port Options.....47
Table 1-15: KVM Expander Port Types..........................................48
Table 1-16: Maximum Number of Supported Servers....................51
Table 1-17: KVM RP Port Types....................................................55
Table 2-1: Shipping Box Contents, Part Numbers,
and Description............................................................59
Table 2-2: OSD Equivalents for Common Actions.......................74
Table 3-1: KVM Expander Shipping Box Contents, Part Numbers,
and Description..........................................................103
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List of Tables
Table 3-2: KVM RP Shipping Box Contents, Part Numbers,
and Description..........................................................113
Table 4-1: Network Forms ..........................................................188
Table 4-2: Host Settings Configuration Fields............................190
Table 4-3: Add/Modify Static Routes Fields...............................223
Table 4-4: PPP Fields for Configuring the AUX Port.................225
Table 4-5: Boot Configuration Fields and Options.....................231
Table 4-6: Port Status Information..............................................236
Table 5-1: Power Management Tasks Available to
Regular Users.............................................................257
Table 6-1: Tasks Available While Connected to KVM Ports.....264
Table 6-2: Default KVM Connection Keyboard Shortcuts.........265
Table 6-3: Default Sun Key Emulation Hot Keys.......................266
Table 6-4: Tasks for Configuring and Making Dial Up
Connections (User) ....................................................277
Table 7-1: Basic Navigation Keys...............................................282
Table 7-2: OSD Equivalents for Common Actions.....................283
Table 7-3: OSD Main Menu Items..............................................284
Table 7-4: Configuration Menu Items.........................................286
Table 7-5: General Configuration Screens [OSD] ......................290
Table 7-6: Network Configuration Screens [OSD].....................294
Table 7-7: SNMP Configuration Screens [OSD]........................298
Table 7-8: VPN Configuration Screens [OSD]...........................301
Table 7-9: IP Filtering Configuration Screens [OSD].................306
Table 7-10: Hosts Configuration Screens [OSD]..........................312
Table 7-11: Static Routes Screens [OSD].....................................313
Table 7-12: User Station Configuration Screens...........................317
Table 7-13: KVM Port Configuration Screens..............................320
Table 7-14: KVM Port Configuration Screens..............................322
Table 7-15: Cascade Devices Configuration Screens ...................325
Table 7-16: Local Users Configuration Screens ...........................330
Table 7-17: Local Groups Configuration Screens.........................331
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Table 7-18: User Access List KVM Port Permissions
Configuration Screens................................................333
Table 7-19: Authentication Configuration Screens for
KVM Logins..............................................................338
Table 7-20: Common Configuration Screens for Kerberos and LDAP
Authentication Servers...............................................338
Table 7-21: Unique LDAP Authentication Server
Configuration Screens................................................340
Table 7-22: Configuration Screens for the Radius or TACACS+
Authentication Servers...............................................341
Table 7-23: Smb (NTLM) Configuration Screens ........................342
Table 7-24: NIS Configuration Screens........................................343
Table 7-25: Save/Load Configuration Screens .............................345
Table 7-26: System Information Example ....................................347
Table A-1: Boot Partitions, Formats, and Contents .....................354
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List of Tables
xxviii
Page 29
List of Figures
Figure 1-1: KVM Front and Back ...................................................2
Figure 1-2: OSD Main Menu............................................................4
Figure 1-3: KVM Back Panel...........................................................8
Figure 1-4: Power Connector and KVM Server Ports on the
Left Rear ........................................................................9
Figure 1-5: KVM Ports on the Center Rear......................................9
Figure 1-6: Management Ports ......................................................10
Figure 1-7: Management Ports ......................................................12
Figure 1-8: LEDs on the KVM Management Ports........................13
Figure 1-9: Cascaded KVM Devices from an KVM......................21
Figure 1-10: Connecting an AlterPath PM to the KVM...................33
Figure 1-11: KVM Expander Back Panel Components ...................47
Figure 1-12: Ports on the KVM Expander Back Panel.....................48
Figure 1-13: Connecting a KVM Expander to the KVM .................50
Figure 1-14: Devices Form on KVM Web Manager......................52
Figure 1-15: Microcode Update Form on KVM Web Manager.....53
Figure 1-16: KVM RP Front.............................................................54
Figure 1-17: KVM RP Back Panel...................................................54
Figure 4-1: Example Window in Wizard Mode............................125
Figure 5-1: Cyclades KVM Web Manager...................................254
Figure 7-1: OSD Main Menu........................................................284
Figure 7-2: First, Middle, and Last Screens in
Configuration Series ..................................................289
Figure 7-3: User Station Configuration Screens...........................317
Figure 7-4: KVM Ports Configuration Screens............................320
Figure 7-5: AUX Port Configuration Screens ..............................322
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List of Figures
Figure 7-6: Cascade Devices Configuration Screens ...................325
Figure 7-7: Users and Groups Configuration Screens..................329
Figure 7-8: Syslog Configuration Server Screen..........................335
Figure 7-9: Authentication Options and Screens..........................337
Figure 7-10: Save/Load Config Configuration Screens .................345
xxx
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Before You Begin
This installation, administration, and users guide provides background information and procedures for installing, configuring, and administering the Cyclades AlterPath™ family of KVM products including:
• AlterPath KVM/net
• AlterPath KVM Expander
• AlterPath KVM RP
• AlterPath KVM Terminators In addition, this guide offers information and procedures for accessing
connected servers and other connected devices.
Audience
This manual is intended for installers and system administrators of the KVM and for users who may be authorized to connect to devices and to manage power through the KVM.
This document describes configuration, administration, and use of the KVM only. It does not describe how to set up and administer other external services or servers that the KVM may access for authentication, system logging, SNMP notifications, data logging, file sharing, or other purposes. This document assumes that users who are authorized to connect to servers and other devices through the KVM already know how to use the connected devices.
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Before You Begin
Document Organization
The document contains the following chapters: Chapter 1: Introduction
Defines and explains the overall product fea­tures and uses of KVM.
Chapter 2: Installing the KVM
Explains the procedures for installing the KVM and setting up its basic configuration.
Chapter 3: Installing KVM-related Products and Components
Explains the procedures for installing the KVM Expander and the KVM RP in addition to explaining how to install an external modem, an AlterPath PM and how to cas­cade KVM units to the KVM.
Chapter 4: Web Manager for Administrators
Explains how to use the Web Manager, high­lighting such procedures as how to configure the KVM, add or delete users, define user access, add or delete server connections, and other topics pertaining to KVM administra­tion.
Chapter 5: Web Manager for Regular Users
Presents the procedures for connecting to a port and other operations related to using the web user interface.
Chapter 6: Accessing Connected Devices
Explains how to connect to KVM ports and how to use the AlterPath Viewer and control KVM connection sessions.
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Chapter 7: On Screen Display
Appendix A: Troubleshooting
Glossary
Related Documents
Explains how to use the On Screen display for local connections to the User 1 port, highlighting such procedures as how to con­figure the KVM, adding or deleting users, defining user access, adding or deleting server connections, and other topics pertain­ing to KVM administration.
Explains how to troubleshoot common KVM issues.
Glossary of terms and acronyms used in the manual.
Related Documents
The following document for the Cyclades AlterPath KVM is shipped with the product.
AlterPath KVM Quick Start Guide (hard-copy) The following manuals for Cyclades AlterPath products mentioned in this
guide are on the Documentation CD shipped with the product and they are also available at: http://www.cyclades.com/support/downloads.php
• AlterPath PM User Guide
AlterPath Manager E2000 Manual
AlterPath KVM/net Plus Installation, Configuration, and Users Guide Updated versions of this document will be posted on the downloads section of
the Cyclades website in the “AlterPath KVM” section when Cyclades releases new versions of the software.
A printed version of this document can be ordered under part number OST0000-U00 through your Cyclades sales representative.
.
AlterPath KVM Installation, Configuration, and Users Guide xxxiii
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Before You Begin
Typographic and Other Conventions
The following table describes the typographic conventions used in Cyclades manuals.
Table iv-1:Typographic Conventions
Typeface Meaning Example
Links
Emphasis Titles, emphasized or new words or terms See the AlterPath KVM
Filename or Command
User type What you type in an example, compared
Hypertext links or URLs Go to:
http://www.cyclades.com
Quick Start.
Names of commands, files, and directo­ries; onscreen computer output.
to what the computer displays
Edit the pslave.conf file.
[kvm #] ifconfig
eth0
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Typographic and Other Conventions
The following table describes other terms and conventions.
Table iv-2:Other Terms and Conventions
Term or Convention Meaning Examples
Hot keys • When hot keys are shown, a
plus (+) appears between two keys that must be pressed at the same time, and a space appears between two keys that must be pressed sequentially.
Navigation shortcuts Shortcuts use the “greater than”
symbol (>) to indicate how to navigate to Web Manager forms or OSD screens.
Ctrl+k p entered while the user is connected to a KVM port brings up an IPDU power management screen. Ctrl and k must be pressed at the same time followed by p.
Go to Configura­tion>KVM> General >IP Users in Expert mode.
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Before You Begin
xxxvi AlterPath KVM Installation, Configuration, and Users Guide
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Chapter 1
Introduction
This chapter gives an overview of the features of the Cyclades™ AlterPath™ KVM. This chapter describes how administrators and operators can use the KVM features to securely manage connected computer systems and a large variety of devices from anywhere on the local area network or on the Internet. This chapter also provides important prerequisite information for understanding the information and procedures in the rest of this manual.
Page 38
Introduction
Description
The KVM is a 1U rack-mountble device that serves as a single access point for administering and using servers and other devices through out-of-band access methods.
The following figure shows the front and back of the KVM.
Figure 1-1: KVM Front and Back
You can use the two PCMCIA card slots in the front for optional v.90 modem or secondary Ethernet PCMCIA cards.
You use the KVM ports on the left and middle back of the KVM to connect servers. You can use the AUX port on the right to connect AlterPath PM IPDUs or an optional external modem. You use the management ports on the right to connect to the KVM and to its connected devices.
Depending on the model, the KVM comes with either 16 or 32 KVM po rts to connect from 16 to 32 servers with KVM connections.
The KVM can be used to manage power of up to 128 devices when the devices are plugged into up to 32 daisy-chained AlterPath PM intelligent power distribution units that are connected to the AUX port on the KVM.
KVM administrators and users who are authorized to access connected devices can connect locally or remotely from LANs, WANs, or other dial-up connections through the Ethernet port or through an optional external modem.
For extended local administration, administrators can connect the Cyclades AlterPath KVM Expander (purchased separately) to the KVM with a CAT5 cable of up to 500 feet in length.
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What’s New in KVM
Note: The 500-foot limit includes the distance of the User 2 from the KVM and the
distance of the most remote system connected to a KVM port.
Secondary KVM units such as the Cyclades AlterPath KVM Expander or another AlterPath KVM can be cascaded for extended KVM server connections. A maximum of 32 secondary KVM devices can be cascaded from the primary KVM extending the number of KVM ports to a maximum of 1024.
If multiple sKVMs are installed in multiple remote locations, a Cyclades AlterPath Manager (purchased separately) can manage all the KVM units together with other Cyclades products and their connected devices through a single IP address.
Access to the KVM for administration is separate from access to connected devices. Only the KVM administrator can configure access to the KVM and to the connected devices.
Both KVM administrators and users authorized to access connected devices can use the Web Manager from a browser. Authorized users can log into devices, manage power, and change their own passwords, but they do not have access to the KVM screens for configuring users or ports.
All logins to the KVM are subject to authentication. The KVM administrator can restrict access to each of the connected devices by choosing among authentication methods for logins to the KVM and to its ports. Authentication can be local to the KVM or through an authentication server.
The KVM administrator can further control access by controlling which ports are assigned to each user name.
The KVM administrator can configure event logging, alarms, and notifications, set up encryption, and data buffering.
What’s New in KVM
The KVMsupports the following new features:
• “Color OSD” on page 4
AlterPath KVM Installation, Configuration, and Users Guide 3
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Introduction
Color OSD
• “Enhanced Power Management for Cascaded Devices” on page 5
• “Enhanced Syslogging” on page 5
In KVM, the OSD uses multiple colors to enhance its usability. A selected option is highlighted in green.
Figure 1-2:OSD Main Menu
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Enhanced Power Management for Cascaded Devices
The KVM supports power management on devices connected to the AUX ports of cascaded KVM units. See “Power Management” on page 33 for more details.
Enhanced Syslogging
The KVM supports configuring a syslog server to accept and store syslog messages form the AUX and KVM ports. See “Notifications, Alarms, and Data Buffering” on page 40 for more information.
Guidelines for Using the KVM
Guidelines for Using the KVM
Configuration of user accounts and access to the ports and all other management of the connected devices is done through the Web Manager.
Troubleshooting in the event of network failure can be done using one of the two direct-connect methods, or by using the Web Manager through a dial-up connection to an external modem connected to the AUX port.
See the “Accessing Connected Devices” on page 259 for instructions on how users without KVM administration privileges can access AlterPath PMs that are connected to the KVM.
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Introduction
Connectors on the KVM
The following sections describe the connectors on the back of the KVM, including ports and plugs.
Types of Ports
The KVM’s ports include KVM ports, which support server connections, an AUX port, and management ports including the User 1, User 2, Console, and Ethernet ports, as described in the following table.
Table 1-1: Port Types
Port Type
KVM Connect an RJ-45 CAT5 Ethernet
AUX Connect an RJ-45 cable to an:
Console Connect a CAT5 to DB-9 cable to a
Connection Information Where Documented
cable to a Terminator, which is con­nected to a USB Sun server running Solaris or a PC running a Windows, Linux, or other open source operat­ing system.
• AlterPath PM intelligent power distribution unit (IPDU)
or
• external modem.
COM port on a computer.
• “KVM Ports” on page 9
• “To Connect Computers to KVM Ports” on page 66
• “AUX Port” on page 12
• “To Connect a PM to the AUX Port” on page 100
• “To Connect an External Modem to the AUX Port” on page 97
• “Management Ports (Console, Ethernet, User 1, User 2)” on page 10
• “To Connect to the Console Port” on page 68
Ethernet Connect an Ethernet cable to the
local area network (LAN).
6 AlterPath KVM Installation, Configuration, and Users Guide
• “Management Ports (Console, Ethernet, User 1, User 2)” on page 10
• “T o Make an Ethernet Connection” on page 63
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Table 1-1: Port Types (Continued)
Connectors on the KVM
Port
Connection Information Where Documented
Type
User 1 [PS/2 and VGA]
Connect a keyboard, video, mouse cable to a local station’s mouse, key­board, and monitor.
User 2 Connect an RJ-45 cable of up to 500
feet to an AlterPath Remote Presence (RP). The RP can be ordered sepa­rately. Note:The 500-foot limit includes the distance of the User 2 from the KVM and the distance of the most remote system connected to a KVM port.
• “Management Ports (Console, Ethernet, User 1, User 2)” on page 10
• “To Connect to the User 1 Management Port” on page 69
• “Management Ports (Console, Ethernet, User 1, User 2)” on page 10
• “AlterPath KVM RP” on page 54
• “To Connect the RP to the KVM” on page 114
AlterPath KVM Installation, Configuration, and Users Guide 7
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Introduction
Connectors on the Back
The back of the KVM has KVM and management ports, a power cord connector, a power switch, and an AUX port as illustrated in the following figure.
s
r
P
M
t
o
V
K
Management and AUX PortsPower Cord Connector and Switch
Figure 1-3:KVM Back Panel
• On the left are the power connector and power switch and either 16 or 32 KVM ports, which are used for connecting computing systems with KVM connections.
See “Power Connector and Power Switch” on page 9 and “KVM Ports” on page 9.
• On the right is the AUX port, which is used to connect to PMs or an external modem, and the management ports, which are used for local management of the KVM.
See “Management Ports (Console, Ethernet, User 1, User 2)” on page 10 and “AUX Port” on page 12.
8 AlterPath KVM Installation, Configuration, and Users Guide
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Connectors on the KVM
Power Connector and Power Switch
The following figure shows the power connector and power switch on the left rear of a KVM.
Power Cord Connector
Power Switch
Figure 1-4:Power Connector and KVM Server Ports on the Left Rear
The KVM is furnished with a power cord used to connect the power connector to a power supply.
See “T o Power On the KVM” on page 69 for instructions on supplying power to the KVM.
KVM Ports
The following figure shows KVM (keyboard, video, mouse) po rts on the center rear of the KVM.
Figure 1-5:KVM Ports on the Center Rear
KVM ports provide remote access to the keyboard, monitor, and mouse of a USB Sun server running Solaris or a PC running a Windows, Linux, or other open source operating system. Connecting a computer to a KVM port allows use of a keyboard, video, and mouse from a remote station as if it were the keyboard video and mouse on the connected computer. KVM port connections, also called out-of-band connections give access to information that is otherwise inaccessible through in-band network interfaces.
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Introduction
For example, BIOS access, POST, and boot messages are inaccessible through in-band connections. In some cases, the in-band network interfaces are not available after the system boot is completed (for example, after a Windows Safe Mode boot) without the kind of access these KVM connections provide.
Each connected computing system is identified in the management software by the port number to which it is connected. The administrator can assign a descriptive alias to each port to identify the connected computer . For example, if a Sun E10K server is connected to port 3, the administrator might define the port’s alias to be “Sun E10K.”
Customers order one of three terminator types for connecting each KVM port to a computer. See “KVM T erminator Usage and Types” on page 44 for more details.
See “To Connect Computers to KVM Ports” on page 66 for instructions on connecting devices to KVM ports.
Management Ports (Console, Ethernet, User 1, User 2)
The following figure shows the management ports on the right back of the KVM.
User 1 Port
VGA Port [User 1]
PS/2 Ports [User 1]
Figure 1-6: Management Ports
User 2 Port
Console Port
Ethernet Port
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Connectors on the KVM
The following table describes the management po rts on the right back of the KVM.
Console – Its RJ-45 connection can be connected by a CAT5 to DB-9 cable
to a COM port on a computer . Administrators can use a terminal emulation program to locally manage and troubleshoot the KVM. See “To Connect to the Console Port” on page 68 and “Configuring Basic Networking Using the wiz Command” on page 71 for more details.
Ethernet – Use the Ethernet management port for connecting an Ethernet
cable for Intranet and Internet access. See “Making an Ethernet Connection” on page 63 for instructions if needed.
User 1 – The User 1 port includes two PS/2 ports and a VGA port, which
can be connected to a mouse, keyboard, and monitor. Administrators can use the OSD (On Screen Display) to locally manage and use the KVM. See “To Connect to the User 1 Management Port” on page 69 and Chapter 7: On Screen Display for more details.
User 2 – This port is used for extending the local administration by
connecting an RJ-45 cable of up to 500 feet to an AlterPath Remote Presence (RP). The RP can be ordered separately. Administrators can use the OSD (On Screen Display) to locally manage and use the KVM without being in the same room as the KVM. See “Installing the AlterPath KVM Remote Presence” on page 112 and “Controlling the OSD Through the AlterPath Remote Presence” on page 349 for more details.
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Introduction
AUX Port
The following figure shows the AUX port on the right back of the KVM.
AUX Port
Figure 1-7: Management Ports
AUX – Its RJ45 connector can be used for the following:
• Connecting to an optional AlterPath PM IPDU Up to 32 IPDUs can be daisy-chained for a total of 120 outlets. See “Power
Management” on page 33 for background information of power management and see “Connecting AlterPath PMs to the KVM” on page 100 for installation instructions.
• Connecting to an optional external modem See “Connecting an External Modem” on page 97
Activity LEDs on the Back of the KVM
The KVM comes with paired LEDs positioned on each side of the following ports:
•User 2
• AUX
•Ethernet
•Console
The following figure shows the position of the LEDs as they appear on the back of the KVM. The LEDs are designed to monitor the interface connections as described in Table 1-2, “LED Descriptions,” on page 13.
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Activity LEDs on the Back of the KVM
The diagram below shows a close up view of the LEDs on the back of the KVM. The LEDS monitor the AUX ports, ETHERNET, and CONSOLE ports as described in Table 1-2.
12
56
34
78
Figure 1-8:LEDs on the KVM Management Ports
The LED numbers in the tables below correspond to the numbers in the previous figure.
Table 1-2: LED Descriptions
Number Label Function Color/Status
1VID
EN
2 SYN Monitor KVM CAT5
Monitor KVM CAT5 video interface
video interface
Orange – Lights when video is enabled
Yellow – Lights when KVM input is being transmitted through one or more KVM ports.
5, 3 LK Monitor RS-232 async
port status
• OFF – Indicates the port is not open.
• Orange – Lights when DTR (data terminal ready) signal is on (when the port is open).
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Introduction
Table 1-2: LED Descriptions (Continued)
Number Label Function Color/Status
4, 5 ACT Monitor RS-232 async
activity
• OFF – Indicates no data activity.
• Green – Blinks when data is either being received (RX) or transmitted (TX).
5LK/
ACT/ COL
Monitor Ethernet line status
• OFF – Indicates either link is not up or cable is not connected.
• Green – Lights solid when the link is up and blinks when data activity occurs, with frequency proportional to traffic.
• Orange – Blinks when collisions occur
6 100 Monitor Ethernet speed • Off – Indicates the link is 10baseT or
no link is active.
• Green – Steady when 100baseT link is active.
7 CPU Monitor CPU (software
operation)
• Off or solid green – During boot and if software crashes.
•Green – Blinks when software is operating normally. If software crashes, light stops blinking, and if the Watchdog timer is active, the KVM reboots.
8GP/
HD
14 AlterPath KVM Installation, Configuration, and Users Guide
Monitor compact flash (HD) or other (GP)
Not implemented.
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AlterPath KVM Ordering Options
AlterPath KVM Ordering Options
Each AlterPath KVM comes with 16 or 32 KVM ports. The following table lists the model and part numbers and number of KVM ports of each KVM unit.
Table 1-3: AlterPath KVM Model Numbers and Port Options
Model Number Part Numbers KVM Ports
16 ????? 16 32 ????? 32
Types of Users
The KVM support three types of users:
• Predefined administrators who can administer the KVM and its connecte d devices
• Optionally-added users who can act as administrators of the KVM and its connected devices
• Optionally-added users who can act as administrators of connected devices or regular users.
As summarized in the following table, two accounts, root and admin, are configured by default and cannot be deleted. The default “admin” account can add regular user accounts to allow other users to act as administrators of connected devices. An administrator can also choose to add regular users to the “admin” group, which enables the regular users to perform KVM
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Introduction
administrative functions. The following table lists the responsibilities of each type of user and provides the default password for each.
Table 1-4: User Types, Responsibilities, and Default Password
User Name Responsibilities Default Password
root Cannot be deleted. Only console logins
allowed. Runs the wiz command to do initial network configuration, as described in “Con­figuring Basic Networking Using the wiz Command” on page 71. Access Privileges: Full Read/Write/Delete.
admin Cannot be deleted. Has all access: through the
Web Manager in Wizard and Expert mode, and through the OSD. Has full access to every function of the Web Manager. Access Privi­leges: Full Read/Write/Delete.
administra­tively­assigned
User account configured by the administrator to be able to administer devices connecte d to the ports of the KVM. Has access to the port through the Web Manager and through the OSD. Regular users can access and administer only devices that are connected to ports to which they are assigned. Default Access Priv­ileges for generic users: Read/Write only for all ports. Administrators can restrict access for individual users to Read only to specific ports. If an administrator assigns a regular user to the “admin” group, that user can also perform the same administrative functions on the Web Manager as the “admin” user, as described above.
cyclades
cyclades
administra­tively­assigned
Simultaneous KVM Logins
Only one KVM administrator can be logged in at a time. If a second administrative user attempts to log into the Web Manager, the following prompt appears offering a choice of cancelling the attempt to log in or terminating the other administrator’s login session.
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Simultaneous Server Connections
The KVM supports a maximum of 2 local server connections. Local users include:
• One local user at the KVM (User 1).
Types of Users
• One extended user at the AlterPath KVM RP location (User 2).
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Administration Options
The following sections summarize the KVM administration options:
• “Cyclades Web Manager” on page 18
• “On-Screen Display” on page 18
• “Linux Commands and KVM-specific Commands” on page 19 The administrator options require different types of log in credentials. For
more information on which types of users can perform administrative tasks and access administrative options, see “Cyclades Web Manager” on page 19.
Table 1-5: Administration Options
Cyclades Web Manager
On-Screen Display
The We b Manager is the primary means of configuring the KVM.
• See “Prerequisites for Using the Web Manager” on page 20 for an introduction that includes prerequisites for using the Web Manager and explanations about how the different types of user accounts use the Web Manager.
• See “Web Manager for Administrators” on page 117 for more details about how KVM administrators use the Web Manager.
The on-screen display (OSD) can be used locally from a keyboard, monitor and mouse that is directly-connected to the KVM. When the monitor and the KVM are on, the OSD login screen appears on the monitor.
• See “To Connect to the User 1 Management Port” on page 69 for how to make the hardware connection.
• See “On Screen Display” on page 281 for how KVM administrators and administrators of connected devices use the OSD.
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Table 1-5: Administration Options (Continued)
Cyclades Web Manager
Linux Commands and KVM­specific Commands
The KVM offer the following types of access allowing administrators to log in and enter Linux commands and KVM-specific commands in a shell running on the KVM:
• A local administrator who has a direct connection to the console port on the KVM, who is running a terminal or terminal emulation program, and who knows the root password. The direct login requires authentication using the root password. The default shell defined for the root user is bash.
• A remote administrator who uses telnet or ssh to connect to the KVM and log in as root.
See “To Connect to the Console Port” on page 68 and “Configuring Basic Networking Using the wiz Command” on page 71.
Cyclades Web Manager
Administrators perform most tasks through the KVM’s version of the Cyclades Web Manager. The Web Manager runs in a browser and provides a real-time view of all the equipment that is connected to the KVM. The administrator or the regular user who has administrative access can use the Web Manager to configure users and ports, troubleshoot, maintain, cycle power, and reboot the connected devi ces, either while on site or from a remote location.
Web Man ager uses forms and dialog boxes (which are pop-up windows) to receive data input. See also, “Prerequisites for Using the Web Manager” on page 20.
Administrators see “Web Manager for Administrators” on page 117. Operators, see “Web Manager for Regular Users” on page 253.
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Prerequisites for Using the Web Manager
The prerequisites described in this section must be complete before anyone can access the W eb Manager . If you have questions about any of the following prerequisites, contact your site’s system or network administrator.
• An administrator needs to define basic network parameters on the KVM so the Web Man ager can be launched over the network.
See “Configuring Basic Networking Using the wiz Command” on page 71 for how to define network parameters on the KVM.
The administrator also needs the following to be able to connect to theKVM through the Web Manager:
• A networked Windows computer that has access to the network where the KVM is installed.
• A supported browser (see Table 1-6).
Table 1-6: Supported Browsers
Internet Explore 5, 6 Netscape 7 Mozilla Firefox
• The IP address of the KVM. Entering the IP address of the KVM in the address field of one of the
supported browsers listed in T able 1-6 is the first step required to access the Web Manager.
When DHCP is enabled, a device’s IP address may change each time the KVM is booted up. Anyone wanting to access the KVM must find out the currently-assigned IP address. If DHCP is enabled and you do not know how to find out the current IP address of the KVM, contact your system administrator for help. For more information, see “Considerations When Choosing Whether to Enable DHCP” on page 43.
• A user account defined on the Web Manager By default, the admin has an account on the Web Manager. An
administrator can add regular user accounts to administer connected devices using the Web Manager.
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Cascaded Devices
The KVM supports cascading, which allows administrators to connect secondary KVM units to a primary KVM. Cascading allows administrators to increase the number of managed devices to up to 1024 servers with a centralized configuration and access interface.
The following diagram depicts a basic cascaded configuration of a primary KVM with 32 ports and one KVM and one KVM Expander cascaded from it.
Cascaded Devices
Up to 1024 servers
AlterPath KVM Expander 16
AlterPath KVM 32
User1 User2 UserA UserB
Primary AlterPath KVM 32
local user
Figure 1-9:Cascaded KVM Devices from an KVM
As depicted in the previous figure, the KVM support one level of cascading: The primary KVM controls the secondary level of KVM units connected to it. A secondary KVM unit can be a KVM or a KVM Expander.
Administrators can connect up to 32 KVM units to the master KVM. Each cascaded KVM device has two management ports that can be connected to
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the primary KVM. You can connect any one of the master KVM’s KVM ports to either the User 1 or User 2 management ports on the cascaded KVM or to the User A or User B management ports on the KVM Expander. The following table indicates which ports on each cascaded device can be used for cascading and which cables need to be used in order to connect them.
Table 1-7: Connectors and Ports for Cascading KVM Units
KVM Unit Management Ports Connectors KVM Expander KVM
User A, User B CAT5 cable
User 1, User 2 CAT5 cable
KVM Terminator (User1)
AlterPath KVM/net
KVM/net Plus
User 1, User 2 CAT5 cable
KVM Terminator (User1)
User 1, User 2 CAT5 cable
KVM Terminator (User1)
Note: In addition to a CAT5 cable, you need a KVM Terminator to connect to the
User 1 port of a cascaded KVM/net Plus, KVM/net, or KVM.
KVM users can use the master KVM to access all devices connected to KVM ports on the master and primary KVM units.
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KVM Port Permissions
In the default configuration, no users except “admin” and “root” can access any ports. The KVM administrator configures access for regular users as desired.
The following table summarizes the default port access permissions and default authentication types (Auth Type) and provides links to where the port permissions are described in more detail.
Table 1-8: Default Port Access Permissions
KVM Port Permissions
Default Access
None Local No access
Default Auth Type
The KVM administrator must take the actions described under “Where Documented” to allow any other types of access than the defaults defined in the previous table. See “Authentication” on page 37 for the tasks related to setting up authentication.
Access Types Where Documented
Read only Read/Write Full access (Read/ Write/Power man­agement)
“Understanding KVM Port Permissions” on page 24 “To Assign KVM Port Access to a User or Group” on page 173
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Understanding KVM Port Permissions
KVM port permissions are defined in the Web Manager by assigning Default Permissions that apply to all KVM ports and by optionally assigning specific
permissions to individual ports or groups of ports. The options for “Default Permissions” are shown in the following list.
• No access [Default]
• Read only
•Read/Write
• Full access (Read/Write/Power management)
For individual users and groups, if desired, the KVM administrator can construct lists of KVM ports with the following types of permissions:
• Ports with no permission
• Ports with read only permission
• Ports with read/write permission
• Ports with full permission
A Generic User account has a default set of permissions that apply to all regular users and groups. The Generic User’s Default Permission is “No access.”
To allow users to access KVM ports, the KVM administrator must do one or both of the following:
• Change the permissions assigned to the Generic User
• Change the permissions assigned to individual users or to groups of users
Editing the Generic User allows you to change the KVM port permissions for all regular users and groups at once.
The KVM administrator can specify different Default Permissions or KVM port permissions for any user or group. “KVM Port Permissions Hierarchy” on page 25 provides information that the KVM administrator needs to understand in order to perform advanced configuration of KVM permissions.
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KVM Port Permissions
The following table shows the tools that the KVM administrator can use to set KVM port permissions and where in this manual to go for further details.
Table 1-9: Tools for Setting KVM Port Permissions
Tools Where Documented
Web Man ager “To Assign KVM Port Access to a User or Group” on page 173 OSD “KVM Ports Screens” on page 320
KVM Port Permissions Hierarchy
If you specify individual KVM port permissions or default permissions for users and groups, you need to understand the following information about how the system handles requests from a user who is trying to access a KVM port. The following series of decisions is made.
Decision 1: Check User’s KVM Port Permissions
1. Does the user have specific KVM port permissions that allow or deny access to the port?
• If yes, access is allowed or denied.
• If no, go to Decision 2.
Example for Decision 1
• If user john is trying to access KVM port 4 and his account has port 4 in
a list of ports with full permission, then john is given read/write and power management access.
• If user jane is trying to access port 4 and her account has port 4 in a list
of ports with no permission, then jane is denied access.
• If users jim, joan, jerry , jill, joe, jennifer, jordan, jolanda, and jezebel are
trying to access port 4 and do not have port 4 listed for any types of access, then their access requests are passed to decision 2.
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Note: When a user is in more than one group, the most restrictive permission is
Decision 2: Check Group’s KVM Port Permissions
2. Is the user included in a group with KVM port permissions that allow or deny access to the port?
• If yes, access is allowed or denied.
• If no, skip to Decision 3.
used.
Example for Decision 2
• If user jim is trying to access port 4 and he is a member of a group called
linux_ca2 that has port 4 in a list of ports with read/write permissions, then jim is given read/write access.
• If user joan is trying to access port 4 and she is in a group called
linux_ca3 that has port 4 in a list of ports with no permission, then joan is denied access.
• If jerry and jill are trying to access port 4 and are in a group called
linux_ca4 that has no specific port permissions defined, then their access requests are passed to decision 3.
• If joe, jennifer, jordan, jolanda, and jezebel are trying to access port 4 and
are not in any group, then their access requests are passed to decision 3.
Decision 3: Check Generic User’s KVM Port Permissions
3. Does the Generic User have specific KVM port permissions that allow or deny access the port?
• If yes, access is allowed or denied.
• If no, go to decision 4.
Example for Decision 3
• If user jerry is trying to access port 4 and the Generic User has port 4 in a
list of ports with full access permissions, then jerry is given read writer and power management access.
• If user jill is trying to access port 4 and the Generic User has port 4 in a
list of ports with no access permissions, then jill is denied access.
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KVM Port Permissions
• If users joe, jennifer, jordan, jolanda, and jezebel are trying to access port 4 and the Generic User does not have port 4 listed for any type of access, then their access request are passed to decision 4.
Decision 4: Check User’s Default Permissions
4. Does the user have a Default Permission that allows or denies access to the port?
• If yes, access is allowed or denied.
• If the user has no Default Permission, the user is under the Generic
User’s default permission, and the request for access goes to decision 5.
Example for Decision 4
• If user joe is trying to access port 4 and he has a Default Permission that
allows read only access to ports, then joe is given read only access.
• If user jennifer is trying to access port 4 and she has a Default Permission
that allows no access to ports, then jennifer is denied access.
• If users jordan, jolanda, and jezebel are trying to access port 4 and their
Default Permissions are under the Generic User’s Default Permission, then their access requests are passed to de cision 5.
Decision 5: Check Group’s Default Permissions
5. Does the user belong to a group that has a Default Permission that allows or denies access to the port?
• If yes, permission is granted or denied.
• If no, go to decision 6.
Example for Decision 4
• If user jordan trying to access port 4 is in a group called windows_ca1
that has a Default Permission of full, then jordan is given read/write and power management access.
• If user jolanda trying to access port 4 is in a group called windows_ca2
that has a Default Permission of no access, then jolanda is denied access.
• If user jennifer is not a member of any group with a Default Permission
specified, then her access request is passed to decision 6.
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Note: If an access request gets this far, the Default Permission of the Generic User is
Decision 6: Check Generic User’s Default Permissions
the only permission that could apply.
6. Does the Default Permission for the Generic User allow access to the port?
• If yes, access is granted.
• If no, access is denied.
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Administering Users of Connecte d Servers
Administering Users of Connected Servers
This section reviews the tasks that KVM administrators need to do to enable access to connected servers.
The “admin” account can add new regular user accounts to allow others to connect to ports and administer or use connected devices.
Types of Access to Ports
The KVM administrator can restrict regular user accounts to allow them to only manage specific servers and devices. Each account can have one of the following types of access after login:
• Read only
•Read write
• Read write power
Tasks Related to Access to Connected Devices
Planning should include the following steps:
• Create a list of servers to connect to the KVM.
• Create a list of user accounts with the type of access each user needs to which ports.
• Obtain usernames and passwords with the proper permissions for connected servers to give to the KVM users who will connect to these servers.
• Create meaningful aliases to assign to port numbers.
• List all the devices that need to be connected to IPDUs and the users who can access them.
During setup of the KVM, the installer connects the desired servers to the ports as planned.
During configuration, the KVM administrator does the following, if desired:
• Assigns aliases to ports to identify the connected servers.
• Assigns aliases to IPDUs to identify the location or types of devices being managed.
• Creates accounts for users of connected devices.
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• Specifies which ports each user can access and which type of access each can have.
• Specifies an authentication method for access to the KVM and to all KVM ports.
• Redefines keyboard shortcuts (hot keys) if desired.
See the following table for a list of related tasks and where they are documented.
Task Where documented
Specify an alias for a KVM port. • “To Specify or Change the Alias for a
KVM Port” on page 167 Specify an alias for a PM. • Assign permissions to access ports. • “To Assign KVM Port Access to a User or
Group” on page 173 Assign permissions to IPDUs and outlets. • “To Configure Use rs to Manage Specific
Power Outlets” on page 142
Redefining Keyboard Shortcuts (Hot Keys)
Predefined keyboard shortcuts (also called hot keys) allow users to do the following:
• Perform common actions while connected through a KVM port
• Emulate Sun keyboard keys while connected through a KVM port to a Sun server.
If desired, the KVM administrator can redefine the default hot keys either through the Web Manager or the OSD.
Redefining KVM Connection Hot Keys
The hot key sequences used while connected to KVM ports have two parts, which are called the common escape sequence and the command key. The default common escape sequence is different for each command. For example, the
Ctrl+k to quit the login session as shown here: Ctrl+k q. See “Hot Keys for
Ctrl+k, and the command key is
q command key is entered after
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Redefining Keyboard Shortcuts (Hot Keys)
KVM Connections” on page 265 for the defaults. Under Configure>KVM in the Web Manager, the common escape sequence is defined separately from the command keys. KVM administrators can redefine command keys for users accessing KVM ports through the OSD through the User 1 or USer 2 connection.
Redefining Sun Keyboard Equivalent Hot Keys
The KVM provides a default set of hot keys for use while connected to Sun servers through KVM ports to emulate keys that are present on Sun keyboards but are not present on Windows keyboards. The hot keys are made up of an escape key followed by a function key. See “Hot Keys for Emulating Sun Keyboard Keys” on page 266 for more details. The default escape key is the Windows key, which is labeled with the Windows logo. KVM administrators can redefine the Sun emulation escape key to be one of the following: Ctrl, Shift, or Alt.
Summary of Tasks for Redefining Hot Keys
See the following table for a summary of tasks for redefining keyboard shortcuts with references to where they are documented.
Table 1-10:Tasks for Redefining Hot Keys
Part Web
Manager Form
KVM Com­mon escape sequence
KVM Com­mand keys for the local user session
Configuration> KVM>Gen­eral> General
Configura­tion>KVM>Ge neral>User 1 Configura­tion>KVM>Ge neral>User 2
Where Documented
“To Redefine KVM Session Keyboard Shortcuts [Expert]” on page 151
“To Redefine KVM Session Keyboard Shortcuts [Expert]” on page 151
OSD Form Where
Documented
Configure> General
Configure> User Station
“General Con­figuration Screens [OSD]” on page 386
“User Station Screens” on page 414
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Table 1-10:Tasks for Redefining Hot Keys
Part Web
Manager Form
KVM Com­mand keys for IP user sessions
Sun keyboard emulation escape key
Configura­tion>KVM>Ge neral>IP Users
Configura­tion>KVM>Ge neral
Where Documented
“To Redefine the Escape Key for Sun Key­board Emula­tion Hot Keys [Expert]” on page 236.
OSD Form Where
Documented
N/A
Configure> General
“KVM Ports Screens” on page 417
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Power Management
The KVM enables users who have power management permissions to power off, power on, and reboot devices connected to an AlterPath PM intelligent power distribution unit (IPDU). By connecting one PM to the AUX port and by daisy-chaining any combination of PM mo dels, you can connect up to 128 outlets to one KVM.
AlterPath PM
Power Management
Sun Server
AlterPath KVM
Windows Server
Linux Server
Power source
Figure 1-10:Connecting an AlterPath PM to the KVM
See “Setting Up and Configuring Power Management” on page 34 for information about the procedures the KVM administrator must perform before anyone can use the tools to manage power.
KVM users most commonly perform power management through the Web Manager. See “Options for Managing Power” on page 35 for more information.
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Setting Up and Configuring Power Management
Administrators most commonly assign power management permissions to users and configure ports for power management using the Web Manager. However, the OSD also offers menus for configuring power management on local devices.
Two types of power management can be set up and configured on the KVM:
• Power management of any device plugged into an IPDU connected to the AUX port.
See “Controlling Power Through the Web Manager IPDU Power Management Forms” on page 35.
• Power management while accessing a server connected to a KVM port and plugged into an IPDU connected to the AUX port.
See “Controlling Power While Connected to KVM Ports” on page 36
The following set up and configuration tasks must be performed for both types of power management:
Task Where Documented/Notes
Install PM units. • “To Connect a PM to the AUX Port” on
1
page 100
• “T o Connect Multiple PMs to the KVM” on page 101
Configure the AUX port for use with
2
power management. Plug devices into outlets on the PM con-
3
nected to the AUX port.
“T o Configure the AUX Port for Use With a PM or an External Modem” on page 225
This allows users to control power of the plugged devices from the Web Manager Access page. Refer to the documentation of your PM model for more information if needed.
Configure users to manage power. “To Configure Users to Manage Specific
4
Power Outlets” on page 142
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Power Management
The following additional configuration tasks must be performed for power management while accessing a server connected to a KVM port and plugged into an IPDU connected to the AUX port:
Task Where Documented/Notes
Plug servers connected to KVM ports into
5
outlets on the PM connected to the AUX port.
Associate the ports to which the servers
5
are connected with the power outlets to which the servers are plugged in.
Give users full access (read, write, power)
6
permission on the KVM port(s).
Options for Managing Power
The sections listed below describe the different ways that users with power management permissions (called authorized users) can p erform power management through the KVM and provide links to related information and procedures.
This is the first step in allowing users to control power not only from the Web Manager Access page, but while con­nected to KVM ports as well. Refer to the documentation of your PM model for more information if needed.
“To Configure a KVM Port for Power Management [Expert]” on page 158
“T o Assign KVM Port Access to a User or Group” on page 173
The following sections describe the different ways authorized users can manage power on connected devices.
Controlling Power Through the Web Manager IPDU Power Management Forms
Through the Web Manager’s IPDU Power Management form, users with power management permissions can perform power management on any device plugged into a PM connected to the AUX port. See “Power Management for Regular Users” on page 257.
Administrators must configure users for IPDU power management. See “To Configure Users to Manage Specific Power Outlets” on page 142. Or see “Setting Up and Configuring Power Management” on page 34 for a list of all of the administration tasks involved insetting up power management.
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Controlling Power While Connected to KVM Ports
Users who have power management permissions can do power management while connected to servers through KVM ports by using a keyboard shortcut that brings up a power management screen on the OSD. The default keyboard shortcut is Ctrl+k p.
Through the On Screen Display (OSD), administrators and users can make a direct local connection and manage power of local devices. KVM users who have power management permissions can do po wer management while connected by using a keyboard shortcut that brings up a power management screen. See “To Power On, Power Off, or Reboot the Connected Server” on page 271.
Administrators must perform multiple configuration tasks in order to set up and grant users permission for power management. See “Setting Up and Configuring Power Management” on page 34 for a list of all of the administration tasks involved in setting up power management.
The following table lists the power management methods and where they are documented.
Task Where Documented
Manage the power of devices connect to configured PM units
Control the power of a device while con­nected to it through a KVM port
“T o Power On, Power Of f, Lock, Unlock, or Cycle Devices Plugged into PM Outlets” on page 275
“To Power On, Power Off, or Reboot the Connected Server” on page 271
Authentication
Anyone accessing the KVM must log in by entering a username and password. Controlling access by requiring users to enter names and passwords is called authentication. Usernames and passwords entered during login attempts are checked against a database that lists all the valid usernames along with the encrypted passwords. Access is denied if the username or password is not valid. The password database that is used for checking can reside either locally (on the KVM) or on an authentication server on the network. The
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selected authentication server must be already installed and configured in order for authentication to work. Using one or more of the many types of popular authentication methods supported on the KVM can reduce administrator workload when a user account needs to be added, modified, or deleted.
Choosing Among Authentication Methods
The administrator can select among authentication methods to control logins to the following components:
• For logins to the KVM The authentication method chosen for the KVM is used for subsequent
access through telnet, ssh, or the Web Manager.
• For logins to all KVM ports
The following table describes the supported authentication methods and indicates which methods are available for the KVM and which are available for KVM ports. All authentication methods except “Local” require an authentication server, which the administrator specifies while selecting the authentication method. The KVM uses local authentication if any of the authentication servers fails.
Authentication
Table 1-11:Supported Authentication Types for KVM and Port Types
Authentication Type Description KVM
All KVM Ports
None No login required N/A X Local Uses user/password file
X [Default] X [Default] for local authentication on the KVM
Kerberos Uses Kerberos network
XX authentication protocol
Kerberos/Local Uses local authentica-
XX tion if Kerberos authen­tication fails
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Table 1-11:Supported Authentication Types for KVM and Port Types (Continued)
Authentication Type Description KVM
KerberosDownlocal Uses local authentica-
XX
All KVM Ports
tion if Kerberos server is down
LDAP Uses LDAP (Light-
XX weight directory access protocol)
LDAP/Local Uses local authentica-
XX tion if LDAP authenti­cation fails
LDAPDownlocal Uses local authentica-
XX tion if LDAP server is down
NIS Uses NIS authentication X X NIS/Local Uses local authentica-
tion if NIS authentica­tion fails
NISDownlocal Uses local authentica-
tion if NIS server is down
NTLM Uses SMB authentica-
tion for Microsoft Win­dows NT/2000/2003
RADIUS Uses RADIUS authenti-
cation
RADIUSDownlocal Uses local authentica-
tion if RADIUS server is down
XX
XX
N/A X
XX
XX
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Authentication
Table 1-11:Supported Authentication Types for KVM and Port Types (Continued)
Authentication Type Description KVM
RADIUS/local Uses local authentica-
XX tion if RADIUS authen­tication fails
TACACS+ Uses Terminal Access
XX Controller Access Con­trol System (TACACS+) authenti­cation.
TACACS+/Local Uses local authentica-
XX tion if TACACS+ authentication fails
TACACS+Downlocal Uses local authentica-
XX tion if T ACACS+ server is down
All KVM Ports
Tools for Specifying Authentication Methods
The administrator generally uses the Web Manager for specifying an authentication method for the KVM and for all KVM ports, as described in “Configuring an Authentication Method” on page 176. Optionally, the administrator can use the OSD (on screen display) for selecting an authentication method and specifying an authentication server (when needed).
The following table lists the tasks necessary for specifying authentication methods using the Web Manager and the OSD:
Table 1-12:Specifying Authentication Methods
Task Where Documented/Notes
Choosing an authentication method for the KVM
• Web Man ager – “To Configure an Authentication Method for KVM Logins” on page 177
• OSD – “Authentication Screens” on page 336
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Table 1-12:Specifying Authentication Methods (Continued)
Task Where Documented/Notes
Choosing an authentication method for the for all KVM ports
Configuring a remote authentication server
• Web Manager – “To Configure an Authentication Method for Logins Through KVM Ports” on page 178
• OSD – “General Configuration Screens [OSD]” on page 290
If configuring any authentication method other than Local, an authenticati on server must be set up for that method.
• Web Manager – “Configuring Authentication Servers for Logins to the KVM and Connected Devices” on page 179
• OSD – “Authentication Screens” on page 336
Notifications, Alarms, and Data Buffering
The KVM administrator can set up logging, notifications, and alarms to alert remote administrators about problems. System-generated messages about the KVM, any connected IPDUs, computers, or other devices can be sent to syslog servers for handling.
The KVM administrator can also set up data buffering, so that data from communications with KVM-connected computers can be stored in files at the following locations:
• Local —stored in the ’sKVM’s flash memory
• Remote files—stored in either of the two following types of servers:
• NFS servers
• Syslog servers
For more details about syslog servers see, “Syslog Servers” on page 42. For more background about setting up logging, notifications, alarms, and for
links to all related procedures in this manual, see “Configuring Logging and Alarms” on page 43.
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Syslog Servers
Messages about the KVM, its connected IPDUs, and other connected devices can be sent to central logging servers, called syslog servers. Data from KVM­connected computers can optionally be stored in files on syslog servers.
Syslog servers run operating systems that support system logging services, usually UNIX-based servers with the syslogd configured.
Prerequisites for Logging to Syslog Servers
An already-configured syslog server must have a public IP address that is accessible from the KVM. The KVM administrator must be able to obtain the following information from the syslog server’s administrator.
• The IP address of the syslog server
• The facility number for messages coming from the KVM. Facility numbers are used on the syslog server for handling messages
generated by multiple devices. See “Facility Numbers for Syslog Messages” on page 42 for more background on how facility numbers are used.
Notifications, Alarms, and Data Buffering
Facility Numbers for Syslog Messages
Each syslog server has seven local facility numbers available for its system administrator to assign to different devices or groups of devices at different locations. The available facility numbers are: Local 0 through Local 7.
Example of Using Facility Numbers
The syslog system administrator sets up a server called “syslogger” to handle log messages from two KVMs. One KVM is located in São Paulo, Brazil, and the other KVM is in Fremont, California. The syslog server’s administrator wants to aggregate messages from the São Paulo KVM into the
facility, and to aggregate messages from Fremont KVM into the local2 facility.
On “syslogger” the system administrator has configured the system logging utility to write messages from the
saopaulo-config var/log/fremont-config
the Web Manager, according to this example, you would select the facility
file and the messages from the local2 facility to the /
local1 facility to the /var/log/
file. While identifying the syslog server using
local1
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Configuring Logging and Alarms
number Local 2 from the Facility Number pull-down menu on the System Logger form.
The following procedures configure logging, alarms, and data buffering.
• “To Add a Syslog Server [Wizard]” on page 134
• “To Delete a Syslog Server [Wizard]” on page 134
• “To Configure Syslogging for KVM Ports and Specify Message Filtering [Expert]” on page 193
• “T o Configure Creati on of Alarms and Syslog Files for IPDUs [Expert]” on page 144
Considerations When Choosing Whether to Enable DHCP
DHCP is enabled by default. It relies on a DHCP server known to the KVM. Because a DHCP server may assign a different IP address every time the KVM reboots, when DHCP is enabled, a user needs to take an additional step to find out the dynamically-assigned IP address before being able to bring up the Web Manager. Following are three ways to find out the dynamically­assigned IP address:
• Make an inquiry to the DHCP server on the network where the KVM resides, using the MAC address (a 12-digit hexadecimal number, which is on a label at the bottom of the KVM).
• Connect to the KVM remotely using telnet or ssh.
• Connect directly to the KVM to find out the DHCP address using the ifconfig command.
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KVM Terminator Usage and Types
KVM Terminator Usage and Types
An AlterPath KVM terminator is used when connecting a computer or a cascaded KVM device to a KVM port on the AlterPath KVM.
Administrators or operators at remote stations who have access through the KVM’ s management software to a KVM port have the same kind of access as if they were using the actual keyboard, mouse, and monitor of the computer that is connected to the port.
The terminator comes in three models shown in the following table
Table 1-13:AlterPath KVM Terminators
Server Type Connection KVM Terminator Model Part
Number
PC Mini DIN 6-pin (COM) PS/2 ATP4610 PC USB port PC USB ATP4620 USB Sun USB port. (This terminator
does not work with all Sun computers. The Sun computer must have a VGA and USB port.)
See “To Connect Computers to KVM Ports” on page 66 for instruction on using the KVM Terminators.
When a KVM is ordered, the customer selects a KVM terminator for each type of computer to be connected to the KVM’s KVM ports. For example, when ordering a KVM with four KVM ports to be conn ected to two Windows servers with DIN connectors and two Sun servers with VGA ports and USB connectors, the customer would order two PS/2 terminators and two Sun USB terminators.
Sun USB ATP4630
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Introduction
KVM Expander
The AlterPath KVM Expander is designed to connect to the primary KVM to increase the number of ports that a primary KVM can manage.
Note: The AlterPath KVM Expander is compatible with the KVM/net Plus, the
KVM/net, and the KVM. The t erm primary KVM unit refers to the three types of KVM units.
Front view of the AlterPath KVM Expander:
Back view of the AlterPath KVM Expander 16:
The following sections offer an introduction to the KVM Expander:
• “KVM Expander Features” on page 46
• “KVM Expander Models and Components” on page 47
• “Adding the KVM Expander to the KVM Unit’ s List of Cascaded Devices” on page 52
• “Upgrading the KVM Expander Microcontroller Code” on page 52
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KVM Expander Features
The KVM Expander has no CPU, memory , or Flash; therefore, it relies on the intelligence of the primary KVM unit to control its KVM ports, making for a simple processing core as well as a cost-effective method of cascading a KVM/net Plus, a KVM/net, or a KVM.
The KVM Expander does support the following features:
• Allows the connection of 8 or 16 servers See “KVM Expander Models and Components” on page 47 for more
details.
• Supports all existing Terminators See “KVM Terminator Usage and Types” on page 44 for more details.
• Is compatible with the AlterPath KVM, KVM/net, and KVM/net Plus units See “Cascaded Devices” on page 21 for more details.
KVM Expander
• Operates with up to two input ports – User A and User B See “Ports on the KVM Expander” on page 48 for more details.
• Supports horizontal or vertical rack mounting See “Setting Up the KVM Expander” on page 105 for more details.
• Allows daisy-chaining of KVM Expander units through its AC power outlet
See “To Power On Devices Daisy Chained to the KVM Expander’s Power Outlet” on page 108 for more details.
• Displays port status with LEDs. See “LEDs on the KVM Expander” on page 49
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KVM Expander Models and Components
The KVM Expander comes in two models, which differ only in number of KVM ports:
Table 1-14: KVM Expander Model Numbers and Port Options
Model Number Part Numbers KVM Ports
8 ATP4208 8 16 ATP4216 16
o
s
r
P
t
M
V
K
Power Cord Connector and Switch
Access Ports, LEDs, and Power Outlet
Figure 1-11:KVM Expander Back Panel Components
The following sections explain the components of the KVM Expander:
• “Ports on the KVM Expander” on page 48
• “LEDs on the KVM Expander” on page 49
• “Power Outlets on the KVM Expander” on page 49
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Ports on the KVM Expander
The KVM Expander has two CAT5 access ports and either 8 or 16 KVM ports.
p
o
s
r
M
t
V
K
Figure 1-12:Ports on the KVM Expander Back Panel
Table 1-15:KVM Expander Port Types
KVM Expander
A
r
p
t
s
U
s
U
o
e
r
r
e
r
t
p
B
o
Port Type Use and Connection Information
User A and User BThe access ports can be connected with an RJ-45 cable to KVM ports
on the primary KVM unit. Once the KVM Expander is configured as a cascaded device on the master KVM unit, users can connect to one or both ports. Each port allows one connection to a server plugged in to the KVM Expander, so a maximum of two server connections can be made at one time. See “Installing the AlterPath KVM Expander” on page 102.
KVM ports KVM ports on the KVM Expander work exactly as the KVM ports on
the KVM: They allow the connection of a CAT 5 cable to a terminator, which is connected to a USB Sun server running Solaris or a PC run­ning a Windows, Linux, or other open source operating system. See “KVM Ports” on page 9 for more background information on KVM ports. See “Connecting Servers to the KVM Ports” on page 64 for information on connecting servers to the KVM ports.
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LEDs on the KVM Expander
The two LEDs on either side of the User A and User B ports on the KVM Expander blink when data activity occurs through the User A or User B port respectively.
Power Outlets on the KVM Expander
The KVM Expander has a power connector for power input and a power outlet for daisy chaining additional KVM Expanders or any other device.
Caution! The total amount of power consumed by devices daisy-c hain ed to the KVM
Expander must not exceed seven amps.
Power connector Power outlet
Power switch
Cascading a KVM Expander
The KVM Expander can support up to two users simultaneously accessing its KVM ports. In a two-user configuration, a primary KVM switch uses two connections for each KVM Expander-to-primary KVM switch configuration:
• User A port – One CAT5 cable between a KVM port on the primary KVM unit and the User A port on the KVM Expander
• User B port – One CAT5 cable between a KVM port on the primary KVM unit and the User B port on the KVM Expander
In a single user configuration, only one CA T5 cable is co nnected from a KVM port on the primary KVM unit to either of the users ports on the KVM Expander.
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KVM Expander
The following diagram displays a KVM Expander cascaded from a KVM.
Server Server Server
AlterPath KVM Expander 16
UserA UserB
AlterPath KVM 32
local user
Figure 1-13:Connecting a KVM Expander to the KVM
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Introduction
The following table shows the maximum number of servers a primary KVM/ net Plus, KVM/net, or KVM can support when cascaded with a KVM Expander 8 or a KVM Expander 16.
Table 1-16:Maximum Number of Supported Servers
KVM Unit Model Number KVM Expander and
Model Number
Maximum Number of Servers
KVM 32 KVM Expander 16 512 KVM 32 KVM Expander 8 256 KVM/net 16 KVM Expander 16 256 KVM/net 16 KVM Expander 8 128 KVM/net Plus 1601/1602/1604 KVM Expander 16 256 KVM/net Plus 1601/1602/1604 KVM Expander 8 128 KVM/net Plus 3201/3202/3204 KVM Expander 16 512 KVM/net Plus 3201/3202/3204 KVM Expander 8 256
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KVM Expander
Adding the KVM Expander to the KVM Unit’s List of Cascaded Devices
Once the administrator connects the KVM Expander to the primary KVM unit, the administrator must add the Expander to the primary unit’s list of cascaded devices. Using the KVM Web Manager in Expert Mode, go to: Configuration>KVM>Devices to see the form displayed in the following figure.
Figure 1-14:Devices Form on KVM Web Manager
See “Configuring Cascaded KVM Units” on page 158 for instructions on adding, deleting, and modifying cascaded devices.
Upgrading the KVM Expander Microcontroller Code
Once a KVM Expander is installed and configured, administrators can use the Microcode Update form on the primary KVM unit to upgrade the microcode for a KVM Expander. Using the KVM Web Manager in Expert Mode, go to: Management > Microcode Update to see the form displayed in the following figure.
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Introduction
Figure 1-15:Microcode Update Form on KVM Web Manager
See “Microcode Upgrade” on page 245 for instructions on updating the microcode on a KVM Expander.
User Access
The primary KVM switch takes care to prevent the same Server port from being switched ON by both user ports. If this happens, the last USER to access the Server port will have read-only access (i.e., the user will have no access to the keyboard and mouse).
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AlterPath KVM RP
While using the AlterPath KVM RP, an administrator has full access to the OSD menus, so all local administration tasks can be performed in an office or at any other location up to 500 feet away from the KVM. In addition, you do not need a dedicated monitor , keyboard, and mouse to use the RP; th e RP box allows you to use the monitor, keyboard, and mouse of your regular workstation and use keyboard shortcuts to toggle between the view at your local work station and the view of the KVM. The RP also offers keyboard shortcuts to manage the extended local access to the KVM. The following diagram displays the connections between the RP, the KVM, and the local keyboard, monitor, and mouse. The AlterPath KVM RP is available in one model whose part number is ATP4710.
AlterPath KVM RP
Local-Remote button
Select
Local Remote
Power LED
Power
Local-Remote LEDs
Figure 1-16:KVM RP Front
Connectors on the Back of the KVM RP
The RP has a power supply and a User, a PC, and a Remote User port as displayed in the following figure.
Power Supply and Switch
USER
User and PC ports
PC
Remote User port
REMOTE
KVM
Figure 1-17:KVM RP Back Panel
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The following table offers more details about the use of and cables for each port on the back of the RP.
Table 1-17:KVM RP Port Types
Port Type Use and Connection Information
Remote User Its RJ-45 connection can be connected by a CAT5 cable to the User 2
port on the KVM.
User [PS/2 and VGA]
PC [PS/2 and VGA]
Keyboard, video, and mouse (KVM) management port. Includes two PS/2 ports and a VGA port, which can be connected with a KVM cable to the PS/2 ports and a VGA port on the back of the computer at the local work station.
Keyboard, video, and mouse (KVM) management port. Includes two PS/2 ports and a VGA port, which can be connected to a local station’s mouse, keyboard, and monitor.
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Chapter 2
Installing the KVM
This chapter outlines and described tasks for installing the KVM and provides other important installation-related information.
The following table lists the basic installation tasks in the order in which they should be performed and shows the page numbers where the tasks are described in more detail.
Review the Contents of the Shipping Box Page 59
1
Set Up the KVM Page 61
2
Make an Ethernet connection Page 63
3
Connect computers and other devices to be managed through the KVM Page 64
4
Make a direct connection (terminal or local monitor, keyboard, and mouse)
5
to the KVM to prepare for basic network configuration Power on the KVM and connected devices Page 69
6
Perform basic network configuration (using the wiz command or OSD net-
7
work screen) Finish configuration and manage the connected devices using the Web
8
Manager
Page 68
Page 70
Page 83
Page 92
Installing the KVM
Also see the following instructions for setting up the KVM:
Changing Default Passwords Page 84 Enabling Access to the Web Manager without Making a
Page 86
Direct Connection Preconfiguring the KVM for Remote Installation Page 89 Additional Configuration Tasks Page 90
Perform the optional procedures in “Installing KVM-related Products and Components” on page 97 if you are installing an intelligent power management device (IPDU), an external modem, an AlterPath Remote Presence (RP), an AlterPath KVM Expander, or an other cascaded KVM unit.
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Shipping Box Contents AlterPath KVM
Shipping Box Contents AlterPath KVM
The shipping box for the KVM contains the KVM along with the items shown in Table 2-1. The entry for each part provides an illustration, its part number (P/N), description, and purpose. You can use check boxes to check off each item, and you can use the part numbers from this table to reorder any of the parts.
Table 2-1: Shipping Box Contents, Part Numbers, and Description (Sheet 1 of 2)
5
Item P/N Description Purpose
PAC0226 Documentation CD PDF copies of this guide and
all other Cyclades product documents.
PAC0267
CAB0010 3-pin power cord Use to plug into a grounded
AlterPath KVM Quick Start Guide
Basic installation guide for experienced users in printed format.
AC power outlet. For other types of power sources, contact Cyclades sales for other cord options.
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Table 2-1: Shipping Box Contents, Part Numbers, and Description (Sheet 2 of 2)
5
Item P/N Description Purpose
CAB0018 RJ-45 to RJ-45 7ft.
CAT5 cable
Use for the following:
• To connect a server to a KVM port (with the appropriate terminator from Table 1-13 on page 44). See “Connecting Servers to the KVM Ports” on page 64.
• T o connect an Ethernet port to the LAN. See “To Make an Ethernet Connection” on page 63.
• To connect a terminal to a console port. See “To Connect to the Console Port” on page 68.
• To connect an IPDU or external modem to the AUX port. See “Connecting AlterPath PMs to the KVM” on page 100 and “Connecting an External Modem” on page
97.
HAR0370 2 - Mounting
brackets with 8 - screws (2 spares)
When ordering the KVM , customers also order one KVM terminator for each server to be connected to one of the KVM ports. The number and types of KVM terminators in each order are based on the number of KVM ports on the KVM model that is being shipped and on the types of servers that are to be
Use to mount the KVM to a rack or wall. See “To Mount the KVM” on page 61.
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connected to the KVM ports. For details, see “KVM Terminator Usage and Types” on page 44.
Note: For more information about cabling, see “RS-232 Cabling Tutorial” at http://
www.cyclades.com/resources, under “White Papers.” For ordering
information, see “Cyclades Product Guide,” available at: http://
www.cyclades.com/common/www/pdf/catalog.en.pdf.
Setting Up the KVM
You can mount the KVM on a rack or place it on a desktop or other flat surface. Two brackets are supplied with six hex screws for attaching the brackets to the KVM for mounting.
Setting Up the KVM
• If you are not mounting the KVM, place the KVM on a desk or table.
• If you are mounting the KVM, obtain a hex screwdriver and appropriate nuts and bolts before starting the following procedure.
T To Mount the KVM
1. Connect the two supplied brackets to the KVM, connecting one bracket to
each side of the box. a. Decide whether you need to mount the KVM by the front or back and
locate the appropriate sets of holes on the KVM.
Holes for front mounting
KVM side
b. For each bracket, insert a screw through each of the three holes on the
bracket into the appropriate holes at either the front or back of the KVM.
Holes for back mounting
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Bracket
The following figure shows the bracket flanges on the front of the KVM after the brackets are installed.
Brackets
c. Use a hex screwdriver to tighten the screws.
2. Use screws or nuts and bolts as appropriate to mount the KVM on a rack.
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Making an Ethernet Connection
Make an Ethernet connection to the KVM in order to have Ethernet access to the Web Manager and remote access to devices connected to the KVM.
T To Make an Ethernet Connection
1. Connect one end of an Ethernet cable to your local area network (LAN).
2. Connect the other end to the Ethernet port on the KVM.
Making an Ethernet Connection
Remote connections can also be made through an external modem connected to the AUX port. See “Modem Connections” on page 277 for background information and instructions.
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Installing the KVM
Connecting Servers to the KVM Ports
You need to connect a KVM terminator to every server before connecting it to a KVM port. Three terminator types are available: PS/2 PC for servers with VGA and PS/2 connectors, USB PC for servers with VGA and USB connectors, and USB Sun terminators for Sun servers with USB connectors. See “KVM Terminator Usage and Types” on page 44 for more details about the KVM Terminators, which are ordered and shipped with the KVM.
VGA/PS2 connectors on server’s back (enlarged)
CAT5 cable (up to 500 ft.)
RJ-45 connector
KVP ports on KVM
Terminator
Note: The KVM components are hot-pluggable, but components of connected
devices, such as the PS/2 keyboard and mouse ports on a computer, may not be hot-pluggable. Turn off power to all devices before connecting them. Power on connected devices again only after the KVM is powered on.
Follow the procedures below when connecting computers to KVM ports on KVM or on the KVM Expander. For connecting AlterPath PMs or cascaded
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Connecting Servers to the KVM Ports
KVM units, see Chapter 3, “Installing KVM-related Products and Components.”
Note: KVM port connections rely on the CAT5 cable having all four pairs wired. If
you are connecting a KVM port to a server through a patch panel, make sure that all cables in the path are CAT5 or better and that the patch panel has all four pairs wired.
T To Prepare to Connect Devices to the KVM
1. Make sure all configuration is complete on devices to be connected.
Work with the administrator of the devices to ensure all the following prerequisites are complete:
• All devices are installed and fully configured.
• User accounts with the appropriate permissions level exist on each
device and you have the computer’s root password for users who need root access to manage the device through the KVM.
• On all computers to be connected to KVM server ports, the mouse
settings have been modified, as described in “Avoiding Conflicting Mouse Settings” on page 90.
2. If a device is to use remote authentication, do the following steps:
a. Make sure that the following prerequisite configuration is complete:
• Authentication servers are installed and fully configured.
• You have the root password for all users who need root access to manage
the device through the KVM.
Note: You may want to assign different passwords for a device’s administrator on
the KVM and on the device’s remote authentication server. If the administrator logs into the device using the password for the authentication server and log in fails, the failure can indicate that the authentication server is down and that the device’s administrator should be notified to take action.
b. Obtain the information you need to identify the authentication server
on the KVM from the server’s administrator.
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Installing the KVM
3. Because some components of connected equipment may not be hot-
T To Connect Computers to KVM Ports
Do these steps after completing “T o Prepare to Connect Devices to the KVM” on page 65.
1. Select the appropriate terminator.
c. After the KVM is installed, make sure to specify the desired
authentication method for the ports that are connected to each device. See “Authentication” on page 36 for background information an d see
“Configuring an Authentication Method” on page 176 for the procedure.
pluggable, make sure all devices are powered off.
Three terminator types are available: PS/2 for PCs, USB for PCs, and USB for Sun systems. See “KVM Terminator Usage and Types” on page 44 for more details about the terminators, which are ordered and shipped with the KVM.
2. Connect the terminator’s VGA (HD-15 male) connector to the computer’s
VGA (monitor) port, tightening both screws firmly but not over­tightening.
3. If the PC’s VGA port is recessed too far for easy access, insert a VGA mini
extender before attempting to connect the VGA connector. The VGA DB-9 mini extender (part number ADB0035) can be ordered
separately from Cyclades.
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