Avocent DSView 3 Installation and maintenance instructions

Installer/User Guide
For Technical Support:
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www.avocent.com/support
DSView ® 3

DSView®3
Management Software
Installer/User Guide
Avocent, the Avocent logo, The Power of Being There, DSView, DSR,
AutoView, OutLook, OSCAR, AVWorks, Dambrackas Video
Compression and Cyclades are registered trademarks of Avocent
Corporation or its affiliates. All other marks are the property of their
respective owners.
©2006 Avocent Corporation. All rights reserved. 590-395-501F

iii
Table of Contents
List of Figures ............................................................................................................... xiii
List of Tables..................................................................................................................xv
Chapter 1: Product Overview.......................................................................................... 1
Features and Benefits ........................................................................................................................1
System Components ...........................................................................................................................2
Supported Units .................................................................................................................................3
Target devices.............................................................................................................................5
Power devices.............................................................................................................................5
DSView 3 Explorer Windows.............................................................................................................8
Accessing target devices.............................................................................................................9
Using the side navigation bar.....................................................................................................9
Sorting information in a window..............................................................................................10
Filtering information in a window............................................................................................10
Saving information in a window...............................................................................................12
Using the Customize link in windows.......................................................................................12
Displaying pages ......................................................................................................................13
Bookmarking a window ............................................................................................................14
Printing a window ....................................................................................................................14
Refreshing a window ................................................................................................................14
Using keyboard commands.......................................................................................................14
Global System Properties ................................................................................................................15
Legal Notice.....................................................................................................................................16
Profiles.............................................................................................................................................16
Changing user options..............................................................................................................17
Changing the color scheme ......................................................................................................17
Changing your password..........................................................................................................18
Choosing the serial session application...................................................................................18
Specifying a user certificate......................................................................................................19
Specifying an SSH key ..............................................................................................................19
Built-in User Groups .......................................................................................................................20
Preemption Levels............................................................................................................................21
TABLE OF CONTENTS

iv DSView 3 Software Installer/User Guide
Internet Explorer Considerations....................................................................................................22
Managing ActiveX®controls....................................................................................................23
Security zones ...........................................................................................................................24
Advanced Internet options........................................................................................................25
Certificates.......................................................................................................................................26
System certificate policy and trust store...................................................................................27
Integrated Windows Authentication.................................................................................................29
Firewalls..........................................................................................................................................29
VPNs ................................................................................................................................................30
NAT Devices ....................................................................................................................................31
Licenses............................................................................................................................................32
ISV Partners.....................................................................................................................................34
Chapter 2: Installation ................................................................................................... 37
About Installation ............................................................................................................................37
Minimum requirements for the DSView 3 software..................................................................37
Before installing and configuring the DSView 3 software .......................................................38
Installing the DSView 3 Software....................................................................................................38
Configuring the DSView 3 Software................................................................................................41
Upgrading the DSView 3 software...........................................................................................43
Running the DSView 3 Software......................................................................................................43
Minimum client requirements...................................................................................................43
Opening a client session...........................................................................................................44
Regaining access ......................................................................................................................45
Uninstalling the DSView 3 Software ...............................................................................................45
Closing a DSView 3 Software Session.............................................................................................46
Java Installation ..............................................................................................................................46
Installing the DSR Remote Operations Software.............................................................................47
Chapter 3: DSView 3 Software Servers........................................................................ 49
Server Properties.............................................................................................................................49
Server certificates.....................................................................................................................51
Proxy servers............................................................................................................................55
Server trap destinations............................................................................................................56
Client session information........................................................................................................56

Table of Contents v
Email.........................................................................................................................................57
Unit status polling ....................................................................................................................57
Backing up and Restoring Hub Servers Manually...........................................................................58
Authentication Services....................................................................................................................60
DSView 3 software internal authentication service..................................................................61
Active Directory external authentication service.....................................................................63
Windows NT external authentication service...........................................................................67
LDAP external authentication service......................................................................................69
RADIUS external authentication service..................................................................................73
TACACS+ external authentication service...............................................................................75
RSA SecurID external authentication service...........................................................................77
Spoke Servers...................................................................................................................................79
Replication.......................................................................................................................................82
Chapter 4: Managing Units............................................................................................ 85
Units View Windows........................................................................................................................85
Types of Units View windows...................................................................................................85
Topology view...........................................................................................................................86
Accessing Units View windows.................................................................................................88
Showing and hiding units .........................................................................................................88
Units View windows fields........................................................................................................89
Multiple unit operations from a Units View window................................................................92
Unit Overview Windows ..................................................................................................................94
Adding Units ....................................................................................................................................95
Wizards that add units..............................................................................................................96
Adding a single managed appliance.........................................................................................97
Adding a single embedded appliance.......................................................................................98
Adding managed appliances from a range of IP addresses ...................................................101
Adding a generic appliance or an EVR1500 environmental monitor ....................................102
Adding a target device............................................................................................................102
Deleting Units................................................................................................................................103
Name Synchronization...................................................................................................................103
Automatic name push..............................................................................................................104
Automatic name pull...............................................................................................................106
Manual name push..................................................................................................................107

vi DSView 3 Software Installer/User Guide
Manual name pull...................................................................................................................108
Topology Synchronization .............................................................................................................109
Automatic topology synchronization ......................................................................................109
Topology synchronization options in the Add Unit Wizard....................................................110
Topology synchronization options in the Resync Wizard.......................................................111
Merging target devices...........................................................................................................111
Merging or splitting cascade switches ...................................................................................112
Embedded Units.............................................................................................................................113
Launching embedded unit sessions.........................................................................................113
Changing embedded unit credentials .....................................................................................114
Unit Properties ..............................................................................................................................115
About Access Rights.......................................................................................................................120
How access rights can be assigned ........................................................................................121
Unit Access Rights.........................................................................................................................121
Managed Appliance Network, Authentication Server and Version Settings .................................122
Managed Appliance SNMP Settings..............................................................................................124
Target Device Settings...................................................................................................................125
Target Device Services ..................................................................................................................126
DSRIQ Module Settings.................................................................................................................127
DSR Switch and Cascade Switch Settings .....................................................................................128
CCM Appliance NFS and NTP Settings ........................................................................................130
CCM/CPS Appliance Port Settings................................................................................................132
CCM and CPS appliance physical serial ports......................................................................132
CCM and CPS appliance CLI port.........................................................................................135
CCM appliance SoL ports ......................................................................................................136
CCM appliance port groups...................................................................................................138
Local Account Settings...................................................................................................................139
Power Devices and Power Device Sockets....................................................................................142
Power devices.........................................................................................................................142
Power device input feed..........................................................................................................144
Power device sockets..............................................................................................................145
Power control of devices attached to power devices..............................................................146
Managed Appliance Session Settings ............................................................................................147
Active Sessions...............................................................................................................................153
All active sessions...................................................................................................................153

Table of Contents vii
Active sessions on a target device ..........................................................................................154
Connections to Units......................................................................................................................156
Connection display format......................................................................................................156
Renaming a managed appliance connection..........................................................................157
Adding and deleting target device connections......................................................................158
Data Logging.................................................................................................................................158
Configuration steps.................................................................................................................160
Archiving and deleting data log files......................................................................................160
Enabling and disabling the SSH server..................................................................................161
Changing the Syslog server port.............................................................................................162
Specifying where data log files will be stored ........................................................................162
Enabling and disabling data logging on units........................................................................163
Viewing log files .....................................................................................................................164
Grouping Units ..............................................................................................................................165
Site, Department and Location Groups.........................................................................................166
Custom Fields ................................................................................................................................168
Unit Groups ...................................................................................................................................171
Unit group hierarchy..............................................................................................................172
Adding or deleting a unit group .............................................................................................175
Changing the name, members or access rights of a unit group.............................................175
Chapter 5: Managing User Accounts ......................................................................... 179
User Accounts Windows ................................................................................................................179
Adding User Accounts ...................................................................................................................181
Deleting User Accounts .................................................................................................................183
Unlocking User Accounts ..............................................................................................................183
Resetting a User Account Password..............................................................................................183
Changing User Account Properties...............................................................................................184
User Access Rights.........................................................................................................................189
User Groups...................................................................................................................................190
Adding user-defined user groups............................................................................................192
Deleting user-defined user groups..........................................................................................193
User group properties.............................................................................................................193
Changing user group members...............................................................................................194
User group access rights........................................................................................................194

viii DSView 3 Software Installer/User Guide
Chapter 6: Using the Video Viewer............................................................................. 197
About the Video Viewer .................................................................................................................197
Window Features...........................................................................................................................198
Opening a KVM Session ................................................................................................................199
Opening an exclusive KVM session........................................................................................200
Connecting to an existing session...........................................................................................200
Video Viewer session properties.............................................................................................201
Session time-out......................................................................................................................202
Closing a Video Viewer Session ....................................................................................................202
KVM Session Profiles ....................................................................................................................202
General profile settings ..........................................................................................................203
Cursor profile settings............................................................................................................204
Toolbar profile settings ..........................................................................................................205
Video profile settings..............................................................................................................205
Managing KVM session profiles.............................................................................................206
Using Menu Commands to Manage Session Settings....................................................................209
General commands.................................................................................................................210
Cursor commands...................................................................................................................210
Toolbar commands .................................................................................................................211
Video commands.....................................................................................................................212
Mouse scaling command.........................................................................................................213
Manual Video Adjustment..............................................................................................................213
Saving the View..............................................................................................................................216
Displaying Video Viewer Users.....................................................................................................216
Scan Mode......................................................................................................................................217
About scan mode.....................................................................................................................217
Thumbnail Viewer features.....................................................................................................218
Performing Thumbnail Viewer tasks......................................................................................219
Macros ...........................................................................................................................................220
Macro groups..........................................................................................................................223
Power Control of Devices Attached to Power Devices .................................................................225
Using Virtual Media ......................................................................................................................225
Virtual Media dialog box........................................................................................................226
Virtual media session settings ................................................................................................227

Table of Contents ix
Opening a virtual media session.............................................................................................227
Closing a virtual media session..............................................................................................229
Video Viewer Troubleshooting ......................................................................................................229
Chapter 7: Using the Telnet Viewer............................................................................ 231
About the Telnet Viewer.................................................................................................................231
Telnet Viewer Window Features....................................................................................................231
Telnet Viewer window toolbar................................................................................................233
Security Property...........................................................................................................................233
Opening a Session..........................................................................................................................234
Customizing the Telnet Viewer ......................................................................................................234
Customizing Session Properties.....................................................................................................235
Login scripts ...........................................................................................................................238
Reviewing Session Data.................................................................................................................239
Macros ...........................................................................................................................................239
Macro groups..........................................................................................................................242
Logging..........................................................................................................................................243
Copying, Pasting and Printing Session Data ................................................................................245
Power Control of Devices Attached to Power Devices .................................................................247
Closing a Telnet Viewer Session....................................................................................................247
Chapter 8: Working with IPMI Target Devices........................................................... 249
DSI5100 Appliance BMCs.............................................................................................................249
Adding BMCs for use with a DSI5100 appliance...................................................................249
Controlling IPMI target device power...........................................................................................252
Displaying Sensor Information Using the IPMI Viewer................................................................252
Launching an IPMI Viewer session........................................................................................253
IPMI Viewer window features................................................................................................253
Refreshing the IPMI Viewer window......................................................................................256
Closing an IPMI Viewer window............................................................................................256
Displaying Sensor Information by Selecting an IPMI Target Device ...........................................256
Displaying IPMI target device BMC information ..................................................................257
Displaying LAN configuration information............................................................................257
Displaying field replaceable unit (FRU) information............................................................258
Displaying IPMI target device discrete sensor information...................................................258
Displaying IPMI target device numeric sensor information..................................................259

xDSView 3 Software Installer/User Guide
BMC Events ...................................................................................................................................261
Alert forwarding .....................................................................................................................262
Chapter 9: Using Tools................................................................................................ 265
Using Unit Tools............................................................................................................................265
Exporting units .......................................................................................................................265
Exporting access rights...........................................................................................................267
Merging target devices...........................................................................................................267
Importing DSView 2.x software databases.............................................................................268
Using the Managed Appliance Tools.............................................................................................271
Rebooting................................................................................................................................272
Upgrading firmware...............................................................................................................273
Resynchronizing managed appliances....................................................................................273
Saving a managed appliance configuration...........................................................................274
Restoring a managed appliance configuration.......................................................................275
Saving a managed appliance user database...........................................................................275
Restoring a managed appliance user database......................................................................276
Tasks ..............................................................................................................................................276
Adding tasks............................................................................................................................277
Specifying when to run tasks...................................................................................................278
Adding tasks using the Add Task Wizard................................................................................280
Task: Backup DSView 3 software database and system files.................................................280
Task: Configure SNMP trap settings on a managed appliance .............................................281
Task: Power control a target device.......................................................................................282
Task: Exporting an event log .csv file.....................................................................................283
Task: Migrating DSView 2.x software units...........................................................................284
Task: Migrating AVWorks software CCM appliances ...........................................................285
Task: Sending an IPMI chassis control command to target devices......................................287
Task: Updating the firmware of an appliance type................................................................288
Task: Validating user accounts on an external authentication server...................................289
Running tasks manually..........................................................................................................289
Displaying task results............................................................................................................290
Deleting tasks..........................................................................................................................290
Changing tasks .......................................................................................................................290
Firmware Management..................................................................................................................291

Table of Contents xi
Chapter 10: Events and Event Logs........................................................................... 293
Event Severity and Categories.......................................................................................................293
Event severity..........................................................................................................................293
Event categories......................................................................................................................294
Email Notifications ........................................................................................................................294
Enabling and Disabling Event Logging.........................................................................................297
Displaying the Event Log...............................................................................................................297
Event states.............................................................................................................................299
Using the date filter................................................................................................................299
Changing the Event Log Retention Period....................................................................................300
Creating an Event Log .csv File ....................................................................................................300
Chapter 11: Plug-ins.................................................................................................... 303
Recommended Sequence for Adding/Upgrading Plug-ins.............................................................303
Adding Plug-ins .............................................................................................................................304
Displaying Plug-in Information.....................................................................................................304
Managing Plug-ins ........................................................................................................................306
Upgrading a plug-in...............................................................................................................306
Disabling and activating a plug-in.........................................................................................307
Appendices................................................................................................................... 309
Appendix A: Technical Support.....................................................................................................309
Appendix B: TCP and UDP Ports .................................................................................................310
DSR switch and DS1800 digital switch ports........................................................................ 310
CPS and CCM appliance ports ............................................................................................. 312
DSView 3 software server ports ............................................................................................ 314
Generic appliance ports ........................................................................................................ 314
External authentication ports................................................................................................ 316
SNMP ports............................................................................................................................ 316
DSI5100 IPMI proxy appliance ports.................................................................................... 317
Appendix C: DSR Remote Operations Software............................................................................319
Before using the DSR Remote Operations software.............................................................. 320
Installing the DSR Remote Operations software................................................................... 321
Using the DSR Remote Operations software......................................................................... 322
Window features .................................................................................................................... 323
Rebooting a switch................................................................................................................. 325

Table of Contents xii
Managing servers .................................................................................................................. 325
Power control of devices attached to power device sockets.................................................. 326
Appendix D: Terminal Emulation..................................................................................................327
VT terminal emulation........................................................................................................... 327
VT100+ terminal emulation .................................................................................................. 328
VT102 terminal emulation..................................................................................................... 328
VT100 terminal emulation..................................................................................................... 329
VT220 terminal emulation..................................................................................................... 335
VT52 terminal emulation....................................................................................................... 338
VT320 terminal emulation..................................................................................................... 339
Appendix E: Regaining Access to the DSView 3 Software............................................................343
Appendix F: Glossary....................................................................................................................344
Index.............................................................................................................................. 355

xiii
List of Figures
Figure 1.1: Example System Configuration Using the DSView 3 Management Software................7
Figure 1.2: Example Avocent DSView 3 Explorer Window Areas....................................................8
Figure 1.3: Example Side Navigation Bar.........................................................................................9
Figure 1.4: Typical DSView 3 Software System Firewall Configuration........................................30
Figure 1.5: DSView 3 Software System on a VPN ..........................................................................31
Figure 1.6: Single NAT Configuration (Client Only)......................................................................31
Figure 1.7: Double-NAT Configuration (Client and Corporate)....................................................32
Figure 4.1: Alternate Actions Arrow in a Units View Window .......................................................91
Figure 4.2: Custom Fields Example: Side Navigation Bar...........................................................171
Figure 4.3: Unit Groups Structure ................................................................................................172
Figure 4.4: Unit Group Hierarchy Example .................................................................................173
Figure 6.1: Video Viewer Window (Normal Window Mode) ........................................................198
Figure 6.2: Manual Video Adjust Dialog Box...............................................................................214
Figure 6.3: Thumbnail Viewer.......................................................................................................218
Figure 7.1: Telnet Viewer Window................................................................................................232
Figure 8.1: IPMI Viewer Window .................................................................................................254
Figure 8.2: Upper and Lower Threshold Values...........................................................................256
Figure 8.3: Numeric Sensor Threshold Gauge..............................................................................261
Figure B.1: Ports Used with a DS1800 or DSR Switch Connection (KVM) Without Proxy.........311
Figure B.2: Ports Used with a DS1800 or DSR Switch Proxy Server Connection (KVM)...........312
Figure B.3: Ports Used with a CPS or CCM Appliance Connection (Serial) Without Proxy.......313
Figure B.4: Ports Used with a CPS or CCM Appliance Proxy Server Connection (Serial).........314
Figure B.5: Generic Appliance Session Ports...............................................................................315
Figure B.6: External Authentication Server Ports ........................................................................316
Figure B.7: Ports Used by SNMP (No External SNMP Manager) ...............................................316
Figure B.8: Ports Used by SNMP (with External SNMP Manager) .............................................317
Figure B.9: Ports Used by DSI5100 Appliances ...........................................................................318
Figure C.1: Using the DSR Remote Operations Software with a DSR Switch..............................320
Figure C.2: DSR Remote Operations Window..............................................................................323
LIST OF FIGURES

xiv DSView 3 Software Installer/User Guide

xv
List of Tables
Table 1.1: DSView 3 Explorer Window Area Descriptions...............................................................8
Table 1.2: Side Navigation Bar Arrows...........................................................................................10
Table 1.3: Filter Text Strings...........................................................................................................11
Table 1.4: DSView 3 Explorer Page Navigation Buttons................................................................13
Table 1.5: General Keyboard Commands.......................................................................................15
Table 1.6: Calendar Keyboard Commands.....................................................................................15
Table 1.7: Spinner Keyboard Commands........................................................................................15
Table 1.8: Built-In User Group Allowed Operations ......................................................................20
Table 1.9: User and User Group Preemption Levels......................................................................21
Table 1.10: System Certificate Policy..............................................................................................27
Table 1.11: License Summary Fields...............................................................................................32
Table 3.1: Server Properties............................................................................................................49
Table 3.2: DSView 3 Software Spoke Server Status........................................................................79
Table 4.1: Unit Status Values..........................................................................................................90
Table 4.2: Action Links....................................................................................................................91
Table 4.3: Automatic Name Push Operation Effects.....................................................................104
Table 4.4: Automatic Name Pull Operation Effects ......................................................................106
Table 4.5: Manual Name Pull Operation Effects ..........................................................................108
Table 4.6: CCM Appliance NFS Status Values .............................................................................131
Table 4.7: Links for Managing Sites, Departments or Location Associations..............................167
Table 4.8: Unit Groups Features...................................................................................................172
Table 5.1: User Status Icons..........................................................................................................179
Table 6.1: Video Viewer Window Descriptions.............................................................................198
Table 6.2: Manual Video Adjust Dialog Box Descriptions ...........................................................214
Table 6.3: Thumbnail Viewer Descriptions...................................................................................218
Table 6.4: Virtual Media Session Settings.....................................................................................227
LIST OF TABLES

xvi DSView 3 Software Installer/User Guide
Table 7.1: Telnet Viewer Window Descriptions............................................................................232
Table 7.2: Telnet Viewer Window Toolbar Icons..........................................................................233
Table 7.3: Arrow Key Sequences...................................................................................................236
Table 7.4: Terminal Emulation and Type......................................................................................237
Table 8.1: IPMI Viewer Window Descriptions..............................................................................254
Table 8.2: IPMI Viewer Window Status Icons...............................................................................255
Table 8.3: Upper and Lower Threshold Gauge Colors.................................................................255
Table 8.4: Numeric Sensor Threshold Icons .................................................................................260
Table 9.1: Task Status Icons..........................................................................................................277
Table 10.1: Event Severity Levels..................................................................................................293
Table 11.1: Plug-ins Display Information.....................................................................................305
Table C.1: DSR Remote Operations Descriptions.........................................................................323
Table C.2: DSR Remote Operations Content Area Icons (Servers View) .....................................324
Table C.3: DSR Remote Operations Content Area Icons (Power View).......................................325
Table D.1: VT Key and Keypad Numeric Codes ...........................................................................327
Table D.2: VT100+ Function Key Support ...................................................................................328
Table D.3: VT102 Receive Codes..................................................................................................328
Table D.4: VT100 Special Keys and Control Keys........................................................................329
Table D.5: VT100 ANSI Set and Reset Mode Cursor Keys ...........................................................330
Table D.6: VT100 PF1-PF4 Key Definitions ................................................................................331
Table D.7: VT100 ANSI Mode Control Sequences........................................................................331
Table D.8: VT220 Encoding..........................................................................................................335
Table D.9: VT220 Decoding..........................................................................................................336
Table D.10: VT52 Encoding..........................................................................................................338
Table D.11: VT52 Decoding..........................................................................................................338
Table D.12: VT52 ANSI Mode Auxiliary Keypad Definitions.......................................................339
Table D.13: VT320 Encoding........................................................................................................339
Table D.14: VT320 Decoding........................................................................................................341

1
CHAPTER
1Product Overview
The DSView®3 management software version 3.3 is a secure, web browser-based, centralized
enterprise management solution that allows users to remotely access, manage, monitor and control
target devices through Avocent managed appliances. A session may be launched to a target device
with a single point of access.
Features and Benefits
Network rebooting and troubleshooting
The DSView 3 software uses industry standard IP connections so that you can easily troubleshoot a
server, or even reboot it, from the Network Operations Center (NOC), from your desk or from any
location in the world. With the DSView 3 software, you can access all of your data center devices
from a single screen - making complex network access and control remarkably easy.
Web-based access and control
The DSView 3 management software provides secure “point-and-click” web browser-based access
to control virtually any data center device using managed appliances from DSView 3 software
clients that may be located anywhere in the world.
The DSView 3 software supports the following browsers:
• Microsoft®Internet Explorer version 6.0 SP1 and later
• Mozilla version 1.7.3 and later
• Firefox version 1.0 and later
• Netscape version 7.2 and later
It is recommended that the browser be kept up to date with the latest version.
Secure authentication and communication
Secure Socket Layer (SSL) encryption may be used to encrypt data traveling within the DSView 3
software system. Users may be authenticated using the DSView 3 software server internal
database, or using an external authentication service.

2DSView 3 Software Installer/User Guide
Unit and user management
The DSView 3 management software provides centralized network access, control and security for
managed appliances. A DSView 3 software administrator may add, remove, delete and change
settings for managed appliances and target devices, including assigning permissions and per-device
contact information, which are stored on the DSView 3 software server. A DSView 3 software
administrator may also assign unique permissions which allow individual users or a group of users
access to units or groups of units.
Proxy server access
The proxy server feature allows keyboard, video and mouse (KVM) and serial sessions to be
proxied through the DSView 3 software server. When a session is initiated with a target device, the
viewer communicates using the Avocent Proxy Protocol (APP) and the DSView 3 software server
makes a direct connection to the appliance.
Virtual media
On certain DSR switch models, the DSRIQ-USB2 module and the virtual media feature allow the
client workstation user to load files onto USB2-compatible target devices when the usual network
resources are unavailable.
Mapping physical drives or image files on the client system as virtual drives on the target device
can accommodate critical tasks required on the target device, such as operating system installation
or recovery, BIOS updating and configuration backups.
System Components
The DSView 3 software system contains the following components.
DSView 3 management software
The DSView 3 software resides on the DSView 3 software server (host or hub computer) and
provides a web gateway and services for managing units (appliances and target devices) using a
web browser. The gateway allows for IP-based video, serial management, Telnet Viewer, third
party Telnet viewer, web browser and other supported session types.
Users may connect to the DSView 3 software server from DSView 3 software clients and use the
DSView 3 Explorer windows to communicate with the system.
DSView 3 software server
The DSView 3 software server contains the DSView 3 management software. The server provides
a centralized database for storing configuration, user, unit and system information. It also provides
services for authentication, access control, logging events, monitoring and license management.
You may configure one or more spoke (backup) servers in addition to the hub server.
The hub server is responsible for maintaining the master copy of the database in a DSView 3
software system. Only one server in a DSView 3 software system may be configured as the
hub server.