Symantec pcAnywhere - 12.0 Administrator’s Guide

Symantec pcAnywhere™ Administrator's Guide

Symantec pcAnywhere™ Administrator's Guide
The software describedin this book is furnished under alicense agreement and may be used only in accordance with the terms of the agreement.
Documentation version 12.0
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Technical Support

Symantec Technical Support maintains support centers globally. Technical Support’s primary role is to respond to specific queries about product feature and function, installation, and configuration. The Technical Supportgroup also authors content for our online Knowledge Base. The Technical Support group works collaboratively with the other functional areas within Symantec to answer your questions in a timely fashion. For example, the Technical Support group works with Product Engineering and Symantec Security Response to provide alerting services and virus definition updates.
Symantec’s maintenance offerings include the following:
A range of support options that give you the flexibility to select the right
amount of service for any size organization
A telephone and web-based support that provides rapid response and
up-to-the-minute information
Upgrade insurance that delivers automatic software upgrade protection
Global support that is available 24 hours a day, 7 days a week worldwide.
Support is provided in a variety of languages for those customers that are enrolled in the Platinum Support program
Advanced features, including Technical Account Management
For information about Symantec’s Maintenance Programs, you can visit our Web site at the following URL:
www.symantec.com/techsupp/ent/enterprise.html
Select your country or language under Global Support. The specific features that are available may vary based on the level of maintenance that was purchased and the specific product that you are using.
Licensing and registration
If your Symantec product requires registration or a license key,access our technical support Web page at the following URL:
www.symantec.com/techsupp/ent/enterprise.html
Select your region or language under Global Support, andthen selectthe Licensing and Registration page.
Customer service
Customer service information is available at the following URL:
www.symantec.com/techsupp/ent/enterprise.html
Select your country or language under Global Support.
Customer Service is available to assist with the following types of issues:
Questions regarding product licensing or serialization
Product registration updates such as address or name changes
General product information (features, language availability, local dealers)
Latest information about product updates and upgrades
Information about upgrade insurance and maintenance contracts
Information about the Symantec Value License Program
Advice about Symantec's technical support options
Nontechnical presales questions
Issues that are related to CD-ROMs or manuals
Maintenance agreement resources
If you want to contact Symantec regarding an existing maintenance agreement, please contact the maintenance agreement administration team for your region as follows:
Asia-Pacific and Japan: contractsadmin@symantec.com
Europe, Middle-East, and Africa: semea@symantec.com
North America and Latin America: supportsolutions@symantec.com
Additional Enterprise services
Symantec offers a comprehensive set of services that allow you to maximize your investment in Symantec products and to develop your knowledge, expertise, and global insight, which enable you to manage your business risks proactively. Enterprise services that are available include the following:
Symantec Early WarningSolutions
Managed Security Services
These solutions provide early warning of cyber attacks, comprehensive threat analysis, and countermeasuresto prevent attacks before they occur.
These services remove the burden of managing and monitoring security devices and events, ensuring rapid response to real threats.
Consulting Services
Symantec Consulting Services provide on-site technical expertise from Symantec and its trusted partners. Symantec ConsultingServices offer avariety of prepackaged and customizableoptions thatinclude assessment, design,implementation, monitoring and management capabilities, eachfocusedon establishing and maintainingthe integrity and availability ofyour IT resources.
Educational Services
Educational Services provide a full array of technical training, security education, security certification, and awareness communication programs.
To access more information about Enterprise services, please visit our Web site at the following URL:
www.symantec.com
Select your country or language from the site index.

Contents

Technical Support
Chapter 1 Planning a migration and upgrade strategy
About migrations and upgrades . . ..... . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ... 11
Migrating from pcAnywhere 11.x in Windows NT/2000/2003
Server/XP . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . ..... . ... 13
Migrating from pcAnywhere 10.x in Windows NT/2000/ 2003
Server/XP . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . ..... . ... 13
Migrating from pcAnywhere 10.x in Windows 98/Me . ..... . ..... . ..... . . 13
Upgrading from pcAnywhere 9.2.x in Windows NT/2000/XP ..... . ..... 14
Upgrading from pcAnywhere 9.2.x in Windows 98/Me .... . ..... . ..... . .. 14
Using Symantec Packager to streamline migrations and upgrades . ...... .. 14
Chapter 2 Creating custom installation packages
About Symantec Packager ..... . ...... . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . 17
What you can do with Symantec Packager .. . ..... . ..... . ..... . ...... . ..... . ..... . . 18
How Symantec Packager works .. . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ... 18
Importing a product module .... . ..... . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... 20
Customizing product settings . . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . 21
Selecting product features ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . 22
Including configuration files ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ... 24
Integrity stamping a product configuration ...... . ..... . ..... . ..... . ...... . . 26
Serializing a pcAnywhere installation ... . ..... . ..... . ..... . ..... . ..... . ..... . 27
Managing configuration settings globally ..... . ..... . ..... . ..... . ..... . ..... 30
Setting product installation options .. ..... . ..... . ..... . ..... . ..... . ...... . .... 32
Creating a custom command ... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . 38
Creating installation packages ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . ..... . . 39
Adding products and commands to a package definition ... . ..... . ..... . 40
Building product installations and packages .. . ..... . ..... . ...... . ..... . ..... . .... 40
Building a product configuration file ...... . ..... . ..... . ..... . ..... . ..... . ..... 41
Building a package .. ..... . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ... 41
Testing packages . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . ..... . 42
Contents8
Chapter 3 Deploying Symantec pcAnywhere custom installations
About deployment . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . .... 43
About package installation file locations ...... . ..... . ..... . ..... . ..... . ..... . ..... . 44
Deploying installation packages using Web-based deployment ...... . ..... . . 45
About Web-based deployment requirements .. ..... . ..... . ..... . ..... . ..... . 45
Setting up the installation Web server ..... . ..... . ..... . ..... . ...... . ..... . ... 46
Customizing the deployment files ..... . ..... . ...... . ..... . ..... . ..... . ..... . .. 49
Testing the installation on the Web server ... . ..... . ..... . ...... . ..... . ..... 53
Notifying users of the download location . . ...... . ..... . ..... . ..... . ..... . ... 53
Deploying pcAnywhere using SMS 2.0 ... . ..... . ..... . ..... . ...... . ..... . ..... . ..... 54
Minimum requirements for SMS deployment . ..... . ..... . ...... . ..... . .... 55
Deploying with SMS . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . . 55
Using Windows NT/2000/2003 Server/XP logon scripts .. . ..... . ..... . ...... . . 58
Setting up the Windows server .. . ..... . ..... . ..... . ..... . ..... . ..... . ...... . .... 58
Writing the Windows logon script ... . ...... . ..... . ..... . ..... . ..... . ..... . .... 58
Testing the Windows logon script ... . ...... . ..... . ..... . ..... . ..... . ..... . ..... 60
Using NetWare logon scripts . . ...... . ..... . ..... . ..... . ..... . ..... . ..... . ..... . ...... . 60
Setting up the Novell NetWare server .. ..... . ...... . ..... . ..... . ..... . ..... . .. 60
Writing the NetWare logon script ..... . ..... . ..... . ...... . ..... . ..... . ..... . ... 61
Testing the NetWare logon script ...... . ..... . ...... . ..... . ..... . ..... . ..... . ... 62
Chapter 4 Performing centralized management
About centralized management ... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . . 63
Managing pcAnywhere hosts remotely .... . ..... . ..... . ...... . ..... . ..... . ..... . ... 63
Installing the pcAnywhere Host Administrator tool .... . ..... . ..... . ..... 64
Adding the Host Administrator snap-in to MMC ..... . ...... ...... . ..... . .. 65
Creating a configuration group ... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . .. 65
Adding computers to a configuration group .. ...... . ..... . ..... . ..... . ..... . 66
Configuring administrator host and remote connection
items . ..... . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . ... 66
Configuring a host item in pcAnywhere Host Administrator ...... . .... 69
Distributing pcAnywhere configuration files ..... . ..... . ..... . ..... . ...... . 69
Managing hosts in a configuration group ..... . ..... . ..... . ...... . ..... . ..... 70
Integrating with Microsoft Systems Management Server .... . ..... . ..... . .... 71
Importing the package definition file into SMS ..... . ..... . ...... . ..... . ... 71
About the Microsoft Distributed Component Object Model
(DCOM) ..... . ..... . ..... . ..... . ..... . ...... ...... . ..... . ..... . ..... . ..... . ..... . ..... . . 71
Implementing DCOM in Windows NT/2000/2003 Server/XP ... . ...... . 72
Implementing DCOM in Windows 98/Me . ..... . ..... . ..... . ..... . ..... . ..... 72
Modifying DCOM settings ... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . ... 72
About AwShim .. ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . .. 73
About centralized logging . . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... 74
Monitoring performance using SNMP traps ... . ..... . ...... . ..... . ..... . .... 74
About the pcAnywhere MIB file ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . 75
Chapter 5 Integrating pcAnywhere with directory services
About directory services ..... . ..... . ...... . ..... . ..... . ..... . ..... . ..... . ..... . ..... . ... 77
Using directory services with pcAnywhere .. ..... . ..... . ...... ...... . ..... . ..... . . 77
Configuring the directory servers ... . ..... . ..... . ..... . ..... . ..... . ..... . ...... ...... 78
Configuring the LDAP server ..... . ..... . ...... . ..... . ..... . ..... . ..... . ..... . ... 78
Configuring Netscape Directory Server 3.1 . ...... . ..... . ..... . ..... . ..... . .. 78
Configuring Netscape Directory Server 4.0 . ...... . ..... . ..... . ..... . ..... . .. 79
Configuring Novell v5.0 server . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . 80
Configuring Windows Active Directory .. . ..... . ..... . ...... . ..... . ..... . ..... 84
Configuring pcAnywhere to use directory services ... . ..... . ..... . ..... . ..... . .. 88
Setting up directory services in pcAnywhere ... . ..... . ..... . ..... . ..... . ... 88
Setting up the host computer to use directory services .. ...... . ..... . ... 89
Setting up the remote computer to use directory services ..... . ..... . ... 90
Chapter 6 Managing security in Symantec pcAnywhere
Controlling access to pcAnywhere hosts . . ..... . ..... . ..... . ..... . ...... . ..... . .... 91
Limiting connections to specific computer names or IP
addresses .. . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . .. 92
Leveraging centralized authentication in pcAnywhere ... . ..... . ..... . ... 93
Protecting session security .... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . . 97
Maintaining audit trails .. . ...... . ..... . ..... . ..... . ..... . ..... . ..... . ..... . ...... . ..... . 99
Implementing policy-based administration . . ..... . ..... . ..... . ...... . ..... . ..... . 99
Implementing Group Policy in Windows 2000/2003
Server/XP . ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ..... . ..... . ... 99
Implementing system policy in Windows 98/Me/NT4 ... . ...... . ..... . . 100
Importing the pcAnywhere administrative template ...... . ..... . ..... . . 100
Managing user policies ..... . ..... . ..... . ..... . ..... . ...... . ..... . ..... . ..... . ... 101
9Contents
Index
Contents10
Chapter

Planning a migration and upgrade strategy

This chapter includes the following topics:
About migrations and upgrades
Using Symantec Packager to streamline migrations and upgrades

About migrations and upgrades

1
Symantec pcAnywhere supports migration from versions 10.x to version 12.0 on Windows 98/Me/NT/2000/2003 Server/XP. During a migration, pcAnywhere lets you install over the previous version of the product and preserve user-defined settings.
Symantec pcAnywhere supports upgrades from version 9.2.x to version 12.0 on Windows 98/Me/NT/2000/2003 Server/XP. An upgrade lets you install over the previous version of the product; however, user-defined settings are not automatically preserved.
A system restart for migrations and upgrades is required only if system files need to be updated. SymantecpcAnywhererequiresa systemrestart if you are migrating or upgrading to the new version in Windows 98/Me.
Symantec Packagerhelps you simplify the processof uninstallingpreviousversions or distributing preconfigured settings to multiple users.
See “Using Symantec Packager to streamlinemigrations and upgrades”on page14.
Table 1-1 includes information that you can use as a reference in planning your
migration and upgrade strategy.
Planning a migration and upgrade strategy
12
About migrations and upgrades
Table 1-1
Symantec pcAnywhere version
11.x
10.x
Migration and upgrade strategy matrix
Restart requiredOperating
system
NoWindows NT/2000/2003 Server/XP
NoWindows NT/2000/XP
Data preserved automatically
Host items
Caller items
Remote items
Option sets
Registry settings
AutoTransfer files (must be converted)
Serial ID sets
Host items
Caller items
Remote items
Option sets
Registry settings
AutoTransfer files (must be converted)
9.2.x
Windows NT/2000/XP
Windows 98/Me9.2.x
YesWindows 98/Me10.x
Uninstalls
previous version
Uninstalls
previous version
Host items
Caller items
Remote items
Option sets
Registry settings
AutoTransfer files (must be converted)
NoneNo
NoneYes
About migrations and upgrades

Migrating from pcAnywhere 11.x in Windows NT/2000/2003 Server/XP

Symantec pcAnywhere supports full migration of the full product version and host-only version of pcAnywhere 11.x to version 12.0 in Windows NT/2000/2000/2003 Server/XP.
During the installation, you are prompted to preserve existing configuration settings. This data includes settings for host, remote, and caller items, as well as option sets.
Migration of remote-only packages and integrity-checked packages is not supported.

Migrating from pcAnywhere 10.x in Windows NT/2000/ 2003 Server/XP

Symantec pcAnywhere supports full migration of the full product version and host-only version of pcAnywhere 10.x to 12.0 in Windows NT/2000/2003 Server/XP.
During the installation, you are prompted to preserve existing configuration settings. This data includes settings for host, remote, and caller items, as well as option sets.
AutoTransfer files (.atf) that were created in earlier versions of pcAnywhere are preserved. However, to use the .atf files in this version of pcAnywhere, you must convert the .atf files to command queue files.
Migration of remote-only packages and integrity-checked packages is not supported.
13Planning a migration and upgrade strategy

Migrating from pcAnywhere 10.x in Windows 98/Me

Symantec pcAnywhere supports full migration of the full product version and host-only version of pcAnywhere 10.x to pcAnywhere 12.0 in Windows 98/Me.
During the installation, you are prompted to preserve existing configuration settings. This data includes settings for host, remote, and caller items, as well as option sets.
This migration requires a system restart to remove older pcAnywhere system files. You can use Symantec Packager to streamline the migration process.
See “Using Symantec Packager to streamlinemigrations and upgrades”on page14.
Migration of remote-only packages and integrity-checked packages is not supported.
Planning a migration and upgrade strategy
14

Using Symantec Packager to streamline migrations and upgrades

Upgrading from pcAnywhere 9.2.x in Windows NT/2000/XP

Symantec pcAnywhere supports upgrades of the full product and host-only versions of pcAnywhere 9.2.x to version 12.0 in Windows NT/2000/XP.
The upgrade process does not automatically preserve user-defined data. If you need to upgrade pcAnywhere on multiple computers, you can use Symantec Packager to create a custom installation package that contains preconfigured data files.
See “Using Symantec Packager to streamlinemigrations and upgrades”on page14.

Upgrading from pcAnywhere 9.2.x in Windows 98/Me

If you are installing pcAnywhere version 12.0 on a Windows 98/Mecomputer that has version 9.2.x installed, pcAnywhere prompts you to uninstall the program. This is required to ensure proper functionality.
To automate this process, you can use Symantec Packager to create a custom installation package to handle the uninstallation and installation process. You can also include preconfigured data files in the package and deploy it to other users.
See “Using Symantec Packager to streamlinemigrations and upgrades”on page14.
Using Symantec Packager to streamline migrations and upgrades
Symantec Packageris an administrator toolthat lets you create, modify, and build custom installation packages that you distribute to target systems. Symantec Packager is available as an installation option on the pcAnywhere installation CD.
Symantec Packager helps you streamline the process of migrating or upgrading from earlier versions of pcAnywhere in the following ways:
The product installation requires you to manually uninstall a previousversion of the product.
The product installation requires you to restart the computer to complete the installation process.
Create a custom installation package that includes a custom command to silently uninstall the previous version before installing the product.
Create a custom installation package for the product installation and configure the package to install in passive or silent mode.
Using Symantec Packager to streamline migrations and upgrades
15Planning a migration and upgrade strategy
The product installation does not support preservation of preconfigured product settings.
Create a custom installation package that includes preconfigured data files that contain the settings that you need.
See “Using Symantec Packager to streamlinemigrations and upgrades”on page14.
Planning a migration and upgrade strategy
16
Using Symantec Packager to streamline migrations and upgrades
Chapter

Creating custom installation packages

This chapter includes the following topics:
About Symantec Packager
What you can do with Symantec Packager
How Symantec Packager works
Importing a product module
2
Customizing product settings
Creating a custom command
Creating installation packages
Building product installations and packages
Testing packages

About Symantec Packager

Symantec Packagerlets youcreate, modify,and build custom installation packages that youcan distribute to target systems.You can use Symantec Packager to tailor installations to fit your corporate environment by building packages that contain only the features and settings that your users need.
Symantec products included in installation packages are protected by copyright law and the Symantec license agreement. Distribution of packages requires a license for each user who installs the package.
Import Products Configure Products
Configure Packages
Configure Commands
Deploy Packages
Creating custom installation packages
18

What you can do with Symantec Packager

Note: Symantec Packager runson Windows NT/2000/2003 Server/XP Professional
platforms only. However, installation packages that are created with Symantec Packager can be installed on all Microsoft 32-bit platforms except for Windows 95/NT 3.51.
What you can do with Symantec Packager
Symantec Packager lets you do the following:
Tailor products to adhere to your security policy, giving users full access to
all features, or limiting access where appropriate
Reduce deployment bandwidth and application footprint by creating a custom
installation package that contains only the features that your users need
Reduce installation complexity by including preconfigured data files
Minimize deployment costs and complexity by installing multiple products at
once
Simplify application deploymentand migration byincluding custom commands
with product installations

How Symantec Packager works

Symantec Packager uses a phased approach for creating custom installation packages. Each phase depends on the output of the previous phase.
Figure 2-1 shows the process for creating custom installation packages with
Symantec Packager.
Figure 2-1
Table 2-1 outlines the process for creating packages.
Overview of Symantec Packager phases
How Symantec Packager works
19Creating custom installation packages
Table 2-1
Import product modulesinto Symantec Packager.
Configure products.
Configure commands that you want to include in a package.
Configure packages.
Package creation process
Productmodules containthe installation binary and product template files that are needed to create a custom installation of the product.
You can select the features that you want your users to have, add preconfigured data and configuration files, and set default installation options for each product.
Custom commands let you add additional functionality that is not supported in the product templates, such as including a third-party program or batch file.
You can bundle one or more product configurations and custom commands in a package. You can further customize the package by setting package installation options, product installation order, and other settings.
ReferenceDescriptionTask
See “Importing a product
module” on page 20.
See “Customizing product
settings” on page 21.
See “Creating a custom
command” on page 38.
See “Creating installation
packages” on page 39.
Build custom products or packages.
When you build a package, Symantec Packager creates an installation file that incorporates the product, command, and package options that you specified.
Alternatively, Symantec Packager lets you build a product configuration file, which creates a Microsoft Installer (.msi) file for a single product installation.
See “Building product
installations and packages”
on page 40.
Creating custom installation packages
20

Importing a product module

Table 2-1
Test the package.
Deploy the package.
Package creation process (continued)
You should test packages beforedeploying themto end users to ensure proper functionality.
The Deploy Packages tab holds the packages that you create, which you can deploy to your users. Symantec provides a Package Deployment tool inSymantec Packager and a Web-based deployment tool on the pcAnywhereCD. You canalso use your current deployment tools.
Importing a product module
Productmodules are the building blocks for creating packages. Symantec Packager extracts the product installation binary files and the product template from the product module. The product template details the feature requirements and conflicts, making it possible to create custom installations of the product. During installation, Symantec Packager automatically checks the Packager/Products folder for product module files and imports them automatically.
Symantec pcAnywhere provides a product module file (Symantec pcAnywhere <version>.PMI) on the installation CD. If you install Symantec Packager from the pcAnywhere installation CD, Symantec Packager automatically imports this product module file.
If no products appear on the Import Products tab when you open Symantec Packager, you must import the product module manually.
To import a product module
Open Symantec Packager.
1
In the Symantec Packager window, on the Import Products tab, on the File
2
menu, click Import New Product.
ReferenceDescriptionTask
See “Testing packages” on page 42.
See “About deployment” on page 43.
In theOpen dialog box, navigate to the folder that contains theproduct module
3
that you want to import.
Select the product module, and then click Open.
4
Symantec Packagerimports theproduct module and returns you to the Import Products tab. Depending on the size and complexity of the product module, the registration process might be lengthy.

Customizing product settings

Symantec Packager creates a default product configuration file (.pcg) for each product module that you import into Symantec Packager. Each product configuration file contains the features, installation options, and preconfigured settings that you want to include for that product. Symantec Packager uses this information to construct installation packages. You can edit the default product configuration file or create a new one.
Table 2-2 includes information about the configuration options that are available
in the default pcAnywhere product configuration file.
Customizing product settings
21Creating custom installation packages
Table 2-2
Features
Configuration Files
Symantec pcAnywhere product configuration options
SettingsTab
You can customize the following features in pcAnywhere such as:
User interface (pcAnywhere Manager)
Remote components
Host components
Communications protocols
Documentation (online manuals and Help)
Symantec installation utilities
The pcAnywhere product template includes default remote and host configuration items that you can configure after you install the package or custom product.
You can add configuration files that you create in pcAnywhere to the package or custom product configuration for further customization.
Creating custom installation packages
22
Customizing product settings
Table 2-2
Installation Options
After you select the product features, installation options, and optional configuration files to include in your custom product, you can build it for testing purposes. Building the product configuration file creates a Microsoft Installer (.msi) file. SymantecPackager supportsinstallation ofpcAnywhere.msi filesonly.
See “Building a product configuration file” on page 41.

Selecting product features

Symantec Packager lets you customize product installations by including the features that you want and removing the features that you do not need. The product size and installed size change, dependingon the features that you choose.
Some features in pcAnywhere have dependencies on other components. Although Symantec Packager has a level of built-in dependency checking, it is possible to build a pcAnywhere installation package that does not include all required files.
As you select product features to include or exclude from a package, you should read the feature descriptions that are provided in the Product Editor window on the Features tab. The feature descriptions provide information about feature dependencies.
Table 2-3 lists some of the key product dependencies.
Symantec pcAnywhere product configuration options (continued)
SettingsTab
You can customize the following product installation options for pcAnywhere:
Product description
Target location
Start online registration at startup
Host object to use as a template
Host object to start with Windows
Remote object to use as a template
Run LiveUpdate after installation
Preserve existing configuration settings
Customizing product settings
23Creating custom installation packages
Table 2-3
pcAnywhere Manager
Host
Symantec pcAnywhere product dependencies
DependencyFeature
Requiredif youwant to let users modifyconfiguration settings.
Exclude pcAnywhere Manager if you want to include integrity management.
Requires at least one communication protocol.Remote
Requires a caller configuration file (.cif) if you configure the product to start a host automatically at startup.
Requires at least one authentication type.
Requires at least one communication protocol.
Required for all custom product installations.Remote Control
Requires at least one communication protocol.File Transfer
Requires at least one communication protocol.Remote Management
Requires at least one communication protocol.Chat
Required for all custom product installations.Authentication
Required for all custom product installations.Communication protocols
To select product features
In the Symantec Packager window, on the Configure Products tab, do one of
1
the following:
Create a new product configuration.
Double-click an existing product to edit it.
In the Product Editor window, on the Features tab, do any of the following:
2
Select theproduct features that you want to include in the custom product.
Clear the features that you do not want to include.
Click the plus sign next to a feature to select or remove its subfeatures.
Creating custom installation packages
24
Customizing product settings
3
Select one of the following:
OK
Apply
If prompted, type a file name, and then click Save.
4

Including configuration files

Symantec Packager lets you include preconfigured data or configuration files so that your users do not have to make configuration changes during or after installation. For product-specific configurations, you must configure these files in the product first, and then add them to the Configuration Files tab in Symantec Packager. Configuration files cannot be edited in Symantec Packager.
For more information, see the Symantec Packager online Help.
The pcAnywhere product template provides the following default configuration files, depending on the features that you selected on the Features tab:
Symantec Live Update file (LIVEUPDT.HST)
Remote connection item files (.chf)
Saves your changes and closes theProductEditor
window
Saves your changes and lets you continue the
product configuration
Provides the information needed to support connections to the Symantec LiveUpdate server to receive automatic product updates associated withyour version ofpcAnywhere.
Provides default settings to support connections to a host computer over a modem, network, or direct connection. Also provides default settings to start a connection in file transfer or remote management mode.
Host connection item files (.bhf)
Provides default settings to allow remote users to connect to the computer over a modem, network, or direct connection.
Depending onthe features thatyou selected on the Features tab, youcan configure the following filesin pcAnywhere and add themto thecustom product installation:
Option sets
Lets you configure global options for pcAnywhere to accommodate unique configuration requirements.
Lets you serialize the pcAnywhere installation.Host Security IDs
Customizing product settings
25Creating custom installation packages
Remote connection item files (.chf)
Command queue files
Host connection item files (.bhf)
Caller files (.cif)
Lets you preconfigure the connection and security
settings needed to connect to another computer
remotely.
For more information, see the Symantec pcAnywhere
User's Guide.
Lets you automate file transfer, command-line, and
end-of-session tasks.
For more information, see the Symantec pcAnywhere
User's Guide.
Lets you preconfigure the connection and security
settings needed to allow a connection from another
computer.
For more information, see the Symantec pcAnywhere
User's Guide.
Lets you preconfigure a logon account for users who
connect to the host computer and select an
authentication method to verify their identities. This
information is required to launch a host.
For more information, see the Symantec pcAnywhere
User's Guide.
Symantec pcAnywhere configuration files are located in the following folders:
Windows 2000/2003 Server/XP
Windows NT 4.0
Windows 98/Me
\Documents and Settings\All Users\Application
Data\Symantec\pcAnywhere
\Winnt\Profiles\All Users\Application
Data\Symantec\pcAnywhere
\Windows\All Users\Application
Data\Symantec\pcAnywhere
These folders are hidden by default in the operating system. To browse for the pcAnywhereconfigurationfiles, you must edit the folder optionson youroperating system to show hidden files.
You can also add registry key files to control certain pcAnywhere settings. The registry keys that are contained in the file are added to the system registry on the target computer when the package or custom product is installed.
Creating custom installation packages
26
Customizing product settings
Warning: Use caution when configuring a registry key file. An incorrect setting
could make the operating system or product inoperable.
To include a configuration file
1
2
In the Symantec Packager window, on the Configure Products tab, do one of the following:
Create a new product configuration.
Double-click an existing product to edit it.
In the Product Editor window, on the Configuration Files tab, do one of the following:
Select the type of preconfigured file that you want to add, and then click
Add.
Browse to the configuration file that you want to include, and then click
Open. Symantec pcAnywhere configuration files are added to the list. For other types of configuration files, this replaces the default file with your preconfigured file.
Select the file that you want to remove, and then click Remove.
This removes your preconfigured file and replaces it with the default file provided by Symantec, if one is available.
In the Product Editor window, do one of the following:
3
Click OK to save your changes and close the Product Editor window.
Click Apply to save yourchanges andcontinue theproduct configuration.
If prompted, type a file name, and then click Save.
4

Integrity stamping a product configuration

You can prevent unauthorized changes to the installed product by using integrity management. If pcAnywhere detects that a pcAnywhere executable, registry, or configuration file has been changed in an installed, integrity-stamped package, pcAnywhere will not run.
If you use integrity management, you must exclude the pcAnywhere Manager and LiveUpdate features. Once an integrity-stamped package is installed, users are restricted from changing or updating pcAnywhere in any way, including installation of software upgrades using LiveUpdate. When updates are needed, you must create and deploy a new package.
Breaches to integrity, including changesto the registry or adding or deleting files, can result in denial of service. Use integrity management in conjunction with
Customizing product settings
policy management and overall strong security practices, such as hardening the operating system.
See “Implementing policy-based administration” on page 99.
To integrity stamp a product configuration
In the Symantec Packager window, on the Configure Products tab, do one of
1
the following:
Create a new product configuration.
Double-click an existing product to edit it.
In the Product Editor window, on the Features tab, click the plus sign next to
2
Symantec installation utilities to expand the listing.
Select Integrity management.
3
Select theother features thatyou want toinclude or exclude from theproduct.
4
On the Installation Options tab, select the product installation options that
5
you want to use.
See “Setting product installation options” on page 32.
Select one of the following:
6
27Creating custom installation packages
OK
Apply
If prompted, type a file name, and then click Save.
7
Do one of the following:
8
Build the product.
Building a product configuration file creates an .msi file that contains the single product.
Create a package that includes the product, and then build the package.
Building a package creates a self-extracting .exe file.
See “Building product installations and packages” on page 40.

Serializing a pcAnywhere installation

Symantec pcAnywhere lets you create a custom installation that contains an embedded security code, or serial ID. This serial ID number must be present on both the host and remote computers to make a connection.
Saves your changes and closes theProductEditor window
Saves your changes and lets you continue the product configuration
Creating custom installation packages
28
Customizing product settings
Serialization involves the following process:
In pcAnywhere, generate a serial ID file (.SID).
In Symantec Packager, in the Product Configuration Editor, select the feature
Build the package.
Deploy and install the package.
Generating a serial ID file
Symantec pcAnywhere lets you generate a security code, or serial ID, which can be embeddedinto acustom installation. SerialIDs must be a numeric value between 0 and 4,294,967,296.
To let a remote user connect to one or more host computers that use different serial IDs, you must include the serial ID for each host computer in the serial ID file.
To generate a serial ID file
1
2
3
4
5
components thatyou wantto include,and then add the serial ID configuration file.
In the pcAnywhere Manager window, on the left navigation bar, click Serial ID Sets.
On the File menu, click New Item> Advanced.
In the Serial ID Set Properties dialog box, under Limit host connections by using the following serialIDs, type the serial ID number that youwant touse.
Serial IDs must be a numeric value between 0 and 4,294,967,296.
Click Add.
Click OK.
The Serial ID file is added to the right pane under Serial ID Sets.
Creating a serialized installation file
To create a serialized version of pcAnywhere, you must add the serial ID file that you generate in pcAnywhere to a product definition file in Symantec Packager. The serial ID is embedded in the product when you build the product or build a package that contains the product definition.
The custom product installation or package must be installed on the host and remote computers. To allow a connection between a host and remote computer, the host and remote computers must have matching serial IDs.
Customizing product settings
To create a serialized installation file
In the Symantec Packager window, on the Configure Products tab, do one of
1
the following:
Create a new product configuration.
Double-click an existing product to edit it.
In the Product Editor window, on the Features tab, do any of the following:
2
Check theproduct features that you want to include in the customproduct.
Uncheck the features that you do not want to include.
Click the plus sign next to a feature to select or remove its subfeatures.
To configure a custom product installation or package that includes host and remote features, select Host and Remote. To create separate installations, select only Host or Remote.
On the Configuration Files tab, click Host Security IDsFile (*.SID) , and then
3
click Add.
Browse to the folder that contains the serial ID file (*.sid) that you generated
4
in pcAnywhere, select the file, and then click Open.
The serial ID file is added to the list of data and configuration files.
On the Installation Options tab, select the product installation options that
5
you want to use.
See “Setting product installation options” on page 32.
Select one of the following:
6
29Creating custom installation packages
OK
Apply
If prompted, type a file name, and then click Save.
7
Do one of the following:
8
Build the product.
Saves your changes and closes theProductEditor window
Saves your changes and lets you continue the product configuration
Building a product configuration file creates an .msi file that contains the single product.
Create a package that includes the product, and then build the package.
Building a package creates a self-extracting .exe file.
Creating custom installation packages
30
Customizing product settings
See “Building product installations and packages” on page 40.

Managing configuration settings globally

Symantec pcAnywhere option sets let you manage global settings for host and remote connections, file transfer, logging, and other functions to improve performance, enhance security, or manage connections. Symantec pcAnywhere lets you create multiple option sets to accommodate unique configuration requirements.
Preconfigured option sets can be used for custom installation packages created with Symantec Packager. They can also be used as the default preferences for the local computer.
Configuring an option set in pcAnywhere
Symantec pcAnywhere groups the option set properties by tabs.
Table 2-4 lists the properties that are available.
Table 2-4
Host Operation
Remote Operation
Host Communications
Remote Communications
Session Manager
Event Logging
Directory Services
Symantec pcAnywhere option set properties
DescriptionTab
Controls basic host operations, such as host name and record settings
Controlsperformance and displaysettings for remote sessions
Contains customization options for modem and network connections on the host computer
Contains customization options for modem and network connections on the remote computer
Controlsbasic session options, suchas thebackground color for theunusable partof the remotedesktop, and lets you view or edit the command prompt exclusion list
Controls file transfer settingsFile Transfer
Enables logging of events that occur during pcAnywhere sessions
Controls settings for using a directory service to find hosts
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