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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
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■ A range of support options that give you the flexibility to select the right
amount of service for any size organization
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■ 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
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Select your country or language under Global Support. The specific features that
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If your Symantec product requires registration or a license key,access our technical
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Select your region or language under Global Support, andthen selectthe Licensing
and Registration page.
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Customer service information is available at the following URL:
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Customer Service is available to assist with the following types of issues:
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Enterprise services that are available include the following:
Symantec Early WarningSolutions
Managed Security Services
These solutions provide early warning of cyber
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To access more information about Enterprise services, please visit our Web site
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Select your country or language from the site index.
Contents
Technical Support
Chapter 1Planning a migration and upgrade strategy
■ 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 ProductsConfigure 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
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.
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 SerialID 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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