NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain Overview The NetBrain system has five components: Customer License Server, Workspace Server, Automation Server, Network Server and Workstation.

There are 4 quick steps to setup the entire system and make it ready to use: Step 1

Install the Server and Client Software

~ 20 minutes for standard deployment

Step 2 (optional)

Import User Information from LDAP/AD

~ 10 minutes

Step 3

Discover your Live Network

~ 14 minutes for 5000 devices

Step 4

Tune Workspace for Everyday Use

Depends on size of network

The following table lists the system specifications and connectivity requirements:

System Specifications Important Notes: There must be more than 3GB free space in the system drive (Probably C drive) to complete the installation no matter which drive the NetBrain system will be installed on.

Servers

CPU

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Memory

Hard Disk

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Operating System

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain All-in-one Server

Quad Core

8GB

CLS/WSS/AS/NS

100GB free

Windows 2008/R2 Standard/Enterprise 64-

space

bit Operating System or Windows 2012/R2

(up to 1000 nodes)

64-bit Operating System. VMware is supported. Require user with Windows admin rights.

Customer License

Dual Core

4GB

Server (CLS)

20GB free

Windows 2008/R2 Standard/Enterprise 64-

space

bit Operating System or Windows 2012/R2 64-bit Operating System. VMware is supported. Require user with Windows admin rights.

Workspace Server

Quad Core

8GB

100GB

Windows 2008/R2 Standard/Enterprise 64-

(WSS)

(8 Core for 10k

16GB (10k

200GB (10k

bit Operating System or Windows 2012/R2

nodes)

nodes)

nodes)

64-bit Operating System. VMware is supported. Require user with Windows admin rights.

Automation Server

Quad Core

8GB

100GB

Windows 2003 SP2/R2 Standard/Enterprise

(AS)

(8 Core for 10k

16GB (10k

200GB (10k

Edition, Windows 2008/R2

nodes)

nodes)

nodes)

Standard/Enterprise Edition or Windows 2012/R2. VMware is supported. Require user with Windows admin rights.

Network Server (NS)

Quad Core

8GB

20GB free

Windows 2003 SP2/R2 Standard/Enterprise

space

Edition, Windows 2008/R2 Standard/Enterprise Edition or Windows 2012/R2. Can coexist with Customer License Server and/or Workspace Server. VMware is supported. Require user with Windows admin rights.

Workstation Client

Quad Core

8GB

20GB free

Windows XP, Windows Vista, Windows 7,

space

Windows 8, Windows 10, Windows 2003/2008/2012. VMware is supported. Require user with Windows admin rights.

Network Connectivity Requirements Source

Destination

Port

WSS

CLS

HTTP/HTTPS

CLS, AS, NS, WS client

WSS

HTTP/HTTPS

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TCP-8888 Page 2

NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain WSS

NS

TCP-7813

AS, WS client

NS

TCP-9099

NS

Live Network

ICMP/SNMP/Telnet/SSH

Step 1 – Install the Server and Client Software 1.1 Install the Customer License Server and Workspace Server a) Download ES 6.1 Setup File b) Run the Setup File and Follow the Setup Wizard

Download the NetBrain software. Unzip the file after download. Note: Try this backup download link if you run into any issues with the primary link.

Important Note: There must be at least 3GB free space in the system drive (usually C drive) no matter which drive the NetBrain system will be installed on. If you only have one server workspace, it is recommended to install Customer License Server (CLS) and Workspace Server (WSS) on the same Windows server. If you have multiple workspaces to be created under multiple WSS servers, then please follow steps A1.1 and A1.2 in the Appendix to install CLS and WSS on separate Windows servers. For Windows 2008 and Windows 2012, it is recommended to right-click on the setup file and select the Run as Administrator option to run setup file. The system will check the required components and any missing components will be displayed in the pop-up window. Click on Install button to install these components.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

If no component is missing, the installation wizard will skip the step. c) Select Features

In the Select Features step, select the Customer License Server and Workspace Server options.

d) Register the

In the Workspace Server step, select the Register to License Server option.

Workspace Server on Customer License Server

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

e) Set the port and admin password for the

In the POSTGRES installation step, use the default port “54321” and keep the default username as “postgres” and set the password.

Postgres database.

f)

Activate Your License

After the installation wizard is finished, NetBrain License window pops up. Click on the Activate Permanent License button. Fill in your License ID, password, name, and email address in the Activate License window and then click on the Activate Online button. (The license ID and password have been sent to you in the Order Delivery email.) If you have skipped the Activation step when installing the EE System, you can activate it using the NetBrain License Tool. Click on Start > NetBrain > License

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain Tool for Enterprise Server. Note: If your license server is NOT connected to the Internet, please email [email protected] and we will send you instructions to activate the offline license.

g) Continue the

Click on Close in the NetBrain License window to continue the installation.

Installation Note: If you do not want to install other components (Automation Server/Network Server/Workstation) on this server, click on Cancel in the corresponding window to cancel the installation and go to step 1.1j and follow the steps 1.2-1.4 to install them separately.

h) Run the Setup File and

Click on Install button to install these components.

Follow the Setup Wizard

If no component is missing, the installation wizard will skip the step. i)

Specify the Service

In the NetBrain Automation Server window, specify the service port for the

Port for Automation

Automation Server. Follow the setup wizard to complete the installation of NetBrain

Server

Automation Server.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

Note: By default, the Service Port is 8888.

j)

Specify the Service

In the NetBrain Network Server window, specify the ports for the NetBrain

Ports for Network

Benchmark Service and Proxy Service. Follow the setup wizard to complete the

Server

installation of NetBrain Network Server.

Note: By default, the ports of Benchmark Service and Proxy Service are 7813 and 9099.

k) Install Network Server

Follow the Setup Wizard to Install Network Server and NetBrain Workstation.

and NetBrain Workstation

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain l)

Log into the Customer

Enter URL http:///netbrain. The

License Server Web

default username/password is admin/admin.

Interface

Note: If the web page does not come up, please check the default IIS web page. If the default IIS web page does not come up, check the IIS setting and reinstall IIS.

m) Load Shared

Click on the Workspace Server tab, one Workspace Server (on the left pane) and

Workspaces to

the Workspace1 entry (on the right pane) will be displayed. Click on Refresh button

Customer License

to load workspaces to Customer License Server.

Server

Note: 1.

Shared workspaces should be created on Workspace Server, and must be authorized in the Customer License Server to operate in the EE workstation. By default, if only one workspace is created on the Workspace Server, the system will allocate all seats and nodes license to this workspace during the installation process. When other workspaces are created, administrator will need to assign the seats and nodes manually.

2.

If Workspace Server is not listed under the Workspace Server tab, please follow step A1.2c to register the Workspace Server on the Customer License Server manually.

If you want to create multiple Shared Workspaces on the Workspace Server, please follow step A1.2e and then allocate Seats and Nodes for Shared Workspaces. n) Associate Automation

Log into the NetBrain Workspace Server homepage by entering URL http:///Workspaces/Login.aspx with admin privileges,

Server

switch to Automation Server tab and click on the Add Automation Server button to associate the Automation Server to the current Workspace Server.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

.

1.2 Install the Automation Server (Note: If you want to install Automation Server on the same machine as your CLS/WSS servers, please follow the 1.1 installation wizard. If you want to install Automation Server on a separate machine, please follow steps 1.2a-1.2d below.)

a) Download the

Open the Customer License Server homepage by entering URL http:///netbrain and click on the Automation Server

Installation Package

DOWNLOAD link. Then save the file.

b) Run the Setup File and

For Windows 2008 and Windows 2012, it is recommended to right-click on the

Follow the Setup

installation package and select Run as Administrator option. The system will check

Wizard

the required components and any missing components will be displayed in the popup window. Click on Install button to install these components.

If no component is missing, the installation wizard will skip the step.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain c) Specify the Service Port for Automation

In the NetBrain Automation Server window, specify the service port for the Automation Server and then follow the wizard.

Server

Note: By default, the Service Port is 8888.

d) Associate Automation

Log into the NetBrain Workspace Server homepage by entering URL http:///Workspaces/Login.aspx with admin privileges,

Server

switch to Automation Server tab and click on the Add Automation Server button to associate the Automation Server to the current Workspace Server.

1.3 Install the Network Server (Note: If you want to install Network Server on the same machine as your CLS/WSS servers, please follow the 1.1 installation wizard. If you want to install Network Server on a separate machine, please follow steps 1.3a-1.3c below.)

a) Download the Network

Open the Customer License Server homepage by entering URL http:///netbrain and click on the Network Server

Package

DOWNLOAD link. Then save the file.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain b) Run the Setup File and Follow the Setup

For Windows 2008 and Windows 2012, it is recommended to right-click on the installation package and select Run as Administrator option.

Wizard c) Specify the Service Ports for Network

In the NetBrain Network Server window, specify the ports for the NetBrain Benchmark Service and Proxy Service and follow the wizard.

Server

Note: By default, the recommended ports of Benchmark Service and Proxy Service are 7813 and 9099.

1.4 Install the NetBrain Workstation (Note: If you want to install Workstation on the same machine as your CLS/WSS/NS servers, please follow the wizard. If you want to install Workstation on a separate machine, please follow steps 1.4a-1.4b below.)

a) Download the

Open the Customer License Server homepage by entering URL http:///netbrain and click on the Client Workstation

Installation Package

DOWNLOAD link then save the file.

b) Run the Setup File and Follow the Setup

For Windows Vista and Windows 7/8/10, it is recommended to right-click on the installation package and select Run as Administrator option.

Wizard If you want to install multiple Automation Servers on other machines, please follow step 1.2. If you want to install multiple Network Servers on other machines, please follow step 1.3. If you want to install multiple NetBrain Workstations, please follow step 1.4.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain Step 2 – Enable LDAP/AD or TACACS+ External Authentication (Optional) 2.1 Import Groups from LDAP/AD Server a) Enter the LDAP/AD Information

On the Customer License Server webpage, click on User Accounts > External Authentication Server tab, check the Enable LDAP/AD Authentication checkbox and fill in the server information.

Notes:



For the LDAP Authentication server, the server address should be entered like this: 10.10.10.162/dc=example.dc=com Where 10.10.10.162 is the server IP address, "dc" denotes 'Domain Component'.



For the AD Authentication server, the server address should be entered like this: 10.10.10.134/DC=NBTEST,DC=com Where10.10.10.134 is the server IP, NBTEST.COM is the domain name.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

b) Import User Groups On Demand

All groups are displayed at the left bottom pane. Enter keywords in the search field and click on Search button to filter the group. To add groups to NetBrain system, select the groups and click on the > button. Then click the Submit button.

c) Edit the Imported Roles

Click on the Roles tab to view and edit the imported role.

d) Synchronize the User

On the Customer License Server webpage, go to User Accounts > Users, then

Information

click on the Synchronize with LDAP/AD server hyperlink. All users who belong to the imported groups will be displayed here with the Source field of AD or LDAP as shown in the picture below.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

e) Grant Special

Click on a user to open the User Properties window. The user inherits the role from

Permissions to Specific

its group. Apart from the default role, you can also add more roles to the current

Users

user.

2.2 Enable TACACS+ Authentication a) Enter the TACACS+

On the Customer License Server webpage, click on User Accounts > External

Authentication Information

Authentication Server tab then check the TACACS+ Authenticate checkbox and fill in the server information.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

Note: 

Secondary Server IP: if you have a backup TACACS+ server configured, please enter its IP address here. Otherwise leave it empty. The secondary authentication Server will be used when the primary server is not available.



Secret Key: the password used to access your TACACS+ server. Please make sure the password that you enter in this field is the one that you configured on the TACACS+ server



Authentication Timeout: the timeout for the authentication request sent to TACACS+ server. The default timeout is 5 seconds. If the authentication time exceeds this value, a timeout error will be displayed.



Initial role of new users: the role automatically assigned to a new user, which can be: Admins, Power Users, Engineers and Guests. You can choose multiple roles for the new users. The roles you choose here is only applicable to the new users and will not affect the existing users.

Click on the Submit button and a test window will pop up. Enter an account and password in your TACACS+ server and click on Test button to check whether your TACACS+ server works.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain After adding TACACS+ server in CLS webpage, the users you configured in your TACACS+ server will not be automatically listed under User tab in your Customer License Server webpage. However, the users should be able to log into workstation successfully

b) Edit the Authenticated

You can find the authenticated role information within the Roles tab and edit the

Roles

roles based on your needs.

Step 3 – Discover your Live Network 3.1 Log into to the Workstation a) Launch EE Workstation

Select a Workspace Server in the Server drop-down list. The default username/password is admin/admin and it can be changed in the Customer License Server.

3.2 Run the Workspace Wizard (Note: The workspace wizard should automatically start when you open the Workstation for the first time.)

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain 1. Click on the Telnet/SSH login tag. a)

Wizard Step 1: Define Telnet/SSH/SNMP

2. Click on the Add button.

Credentials and Proxy

3. Enter the corresponding values; Alias can be any unique name. 4. Repeat steps 2 and 3 to add all possible Telnet/SSH login credentials. 5. Click on the other tags to add Privilege Password, SNMP RO community string, Private Key and Network Server (Network Server is the server you just installed in step 1.3). 6. Click on the Next button to go to next step of the Wizard.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain 1. b)

Click on Telnet and SNMP and select the method for the system to access your

Wizard Step 2:

live network from the drop-down menu. If you are not sure, select Telnet/SSH

Discover Your Network

and SNMP.

from a Seed Router 2.

Enter the IP address of a seed router.

3.

Click on the Start Discovery button.

4.

Select an entry to view the log. Note: NetBrain Network Server must have SNMP access to a device to discover the device type and vendor/model as well as CLI access to the device to retrieve configurations and L2 data for L2 topology. One common issue for NetBrain to discover a device is that Network Server is not allowed in the ACL to access the device. Please refer to this link for details.

5.

View the discovery statistics and summary. Note: The discovery process includes three steps: discover the network devices and retrieve live data from your network, build L3/L2 topology in the Workspace Server, and refresh Workspace data from the Server to the Workstation. Depending on the size of your network, the time it takes for each step varies (from a few minutes to 20 minutes).

6.

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Click on the Finish button to exit the Wizard.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain Step 4 – Tune Workspace for Everyday Use 4.1 Verify L3/L2 Topology a) Map L3 Connections for a Device Group

1. Click on the Workspace pane on the left and extend device groups and system nodes. 2. Right-click on a device group in the Workspace pane and select Map All Devices.

b) Map L2 Connections for a Site

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1. Click on the L2 Topology pane on the left and extend the switch groups. 2. Right-click on a switch group in L2 Topology pane and select Map.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

4.2 Create a Virtual MPLS Cloud (if Your Network Uses ISP) a) Add a New MPLS Cloud

Go to the Workspace menu tab, and click on the Manager icon. Select MPLS Cloud on the left pane and click on the Add button at the bottom of the right pane.

b) Add CE Devices

Fill in the BGP AS Number and click on the Create button. All devices pointing to this BGP AS will be added to the list automatically. CE devices can also be added manually by clicking on the Add button.

c) Set up Auto Update for the MPLS Cloud

Check the Auto update dynamic CE list via BGP AS number option to automatically update the MPLS cloud.

4.3 Divide Network into Sites a) Define the Site Tree

Go to the Workspace menu tab and click on the Site Manager icon to open the Site Manager window. 1. To define the site tree by importing a spreadsheet into NetBrain, click on the Import from File button at the bottom of the Site Manager window to import a spreadsheet containing the site information. The file can be in Microsoft Excel or CSV format.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

Note: The level number indicates the hierarchy relationship of a site. The lower level number represents a higher hierarchy level. NetBrain will retrieve the header of each column in the spreadsheet hierarchically. Users can include or exclude the hierarchy level by selecting the appropriate box.

2. Define the site tree manually. Right-click on a site in the site tree or click on the Add a New Site button to define the site tree. b) Load Devices into Sites

1. Load devices into sites automatically. In the Site Manager window, click on the Border Interface tab to define the criteria to calculate sites dynamically, and click on the Rebuild Site button to split the site from the network topology. Click on the Commit button to submit the site definition.

2. Load devices into sites manually. Switch to the Site Definition tab, and load specific devices to current leaf sites by selecting border Interfaces, performing dynamic searches, or adding devices manually.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

Note: The user is able to remove specific devices from a site by clicking on the Exclude button, or from the right-click menu.

c) Drill Down in a Site

1. Map a site. Right-click on a site and choose the Overview Map option or Site Map to map it.

2. Drill down to devices inside a site. Right-click on a site and choose Action Pane to open the Site Action Pane. Drill down to the devices in a site by selecting one of the frequently used tools.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

4.4 Set up a Benchmark Schedule a) Set up a Schedule to Run Benchmarking

Click on Workspace > Benchmark drop-down list > Server Benchmark. In the System Benchmark row, click on the Edit button to open the System Benchmark Properties window. Click on the Enable Benchmark button, set the benchmark options and then click on the Submit button to enable the recurrent benchmark. Note: The user can also enable or add another system benchmark task The option Compare new benchmark data with last data to detect network change event is for incremental Change Analysis which can be shown in the EE workstation.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

4.5 Tune Discovery Results a) Rediscover Unknown IP

1. Go to the Workspace menu tab and click on the Manager icon. 2. Select Unknown IP on the left pane and then Username/Password Mismatch. On the right pane, the system lists all the IP addresses because the neighbor IP addresses were discovered during the discovery process but were inaccessible due to unmatched pairs of username/password. 3. Click on the Rediscover button on the top right and add the username/password pairs in the Shared Network Settings window. 4. Close the Shared Network Settings window and click on the Start Discovery button in the Live Network Discovery window. Note: You can use a similar approach to resolve unknown IPs due to mismatched passwords.

b) Rediscover Devices That Were Discovered Only by SNMP

1. Go to the Workspace menu tab and click on the Manager icon. 2. Select Discovered by SNMP on the left pane and the system will list all the devices discovered by SNMP but not accessible by Telnet/SSH on the right pane. 3. Right-click on a device and select Live Access Log menu to see why the system failed to telnet/SSH to the device. If the Telnet/SSH login credentials were missing, click on Workspace menu tag from the menu bar and then the Settings icon for Shared Network Settings to add the credentials.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain 4. Select one or multiple devices (press the Shift or Ctrl key) and right-click to select Discover Selected Device(s).

What’s next? Once the NetBrain system is fully set up in your network, you can invite other colleagues to use NetBrain. Please also contact us to schedule a free 1-hour web meeting to review your setup and to answer any questions you may have.

Please reference the End-User Quick Start Guide for essential information on using NetBrain for dynamic documentation, visual troubleshooting, and network change management. We also offer free live web training classes to help you master NetBrain so you can tackle your daily network management tasks with ease.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain Appendix If multiple shared workspaces are created in multiple Workspace Servers, please follow the instructions below to install Customer License Server and Workspace Server on separate Windows servers.

A1.1 Install the Customer License Server Separately a) Run the Setup File and

Double-click on the same setup file downloaded in step 1.1 and install the

Follow the Setup

Workspace Server. For Windows 2008 and Windows 2012, it is recommended to

Wizard

right-click on the setup file and select the Run as Administrator option. The system will check the required components and any missing components will be displayed in the pop-up window. Click on Install button to install these components.

b) Select Features

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In the Select Features step, select the Customer License Server option only.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

In the POSTGRES installation step, use the default port “54321” and keep the default username as “postgres” and set the password. c) Activate Your License

When the installation wizard is finished, the NetBrain License tool will pop up. Click on the Activate Permanent License button, and fill in your License ID, password, name, and email address in the Activate License window then click on the Activate Online button. (The license ID and password have been sent to you in the Order Delivery email.) If you have skipped the Activation step when installing the EE System, you can activate it with the NetBrain License Tool. Click on Start >All Program NetBrain >License Tool for Enterprise Server. Note: If your license server is NOT connected to the Internet, please email [email protected] and we will send you instructions to activate the license offline.

d) Log into the Customer License Server Web Interface

Enter URL http:///netbrain, and the default username/password is admin/admin. Note: If the web page does not come up, please check the default IIS web page. If the default IIS web page does not come up, check the IIS setting and reinstall IIS.

A1.2 Install the Workspace Server Separately a) Run the Setup file on

Double-click on the same setup file downloaded in step 1.1 and install the

Another Machine and

Workspace Server. For Windows 2008 and Windows 2012, it is recommended to

Follow the Setup

right-click on the setup file and select the Run as Administrator option. The

Wizard

system will check the required components and any missing components will be displayed in the pop-up window. Click on Install button to install these components.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

b) Select Features

In the Select Features step, select the Workspace Server option only.

In the POSTGRES installation step, use the default port “54321” and keep the default username as “postgres” and set the password. c) Register the

1. Log into the Customer License Server web interface by entering URL http:///netbrain with default credential

Customer License

admin/admin.

Server

2. Click on the Workspace Server tab then the Add button at the bottom of the Server pane (on the left) to open the Workspace Server Properties window. Input DNS name (Server IP address)/Port number of the workspace server and License

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain Server.

d) Associate Automation

Log into the NetBrain Workspace Server homepage by entering URL http:///Workspaces/Login.aspx with admin privileges,

Server

switch to Automation Server tab and click on the Add Automation Server button to associate the Automation Server to the current Workspace Server.

e) Create Shared Workspaces

On the Workspace Server, click on Start > All Programs > NetBrain > NetBrain Enterprise Server > Add Shared Workspace to launch the Create Shared Workspaces tool. Choose a folder location and click on Add to add a workspace.

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NetBrain Enterprise Server 6.1 Edition 4 Steps to Setup NetBrain

f)

Allocate Seats and Nodes for Shared Workspace on Customer License Server Webpage

1. Click on the Workspace Server tab and choose Workspace Server on the left pane to switch to the corresponding Workspace List view. 2. Click on Refresh to ensure all the shared workspaces are listed properly. 3. Choose the Workspace entry and click on Assign License to allocate seats and nodes for this workspace.

Note: Shared workspaces should be created on Workspace Server and must be authorized in Customer License Server to operate in the EE workstation.

Please refer to steps 1.2, 1.3 and 1.4 to install Automation Server, Network Server, and Workstation. If you want to create multiple Shared Workspaces on the Workspace Server, please follow steps A1.2e - A1.2f. If you want to create multiple Workspace Servers on other machines, please follow steps A1.2a–A1.2d.

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