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Microsoft Terminal Server on NT 4.0
by AMS Services - Technology Research Department,
Updated November 2000 to reflect Office 2000 information.

This paper discusses some technologies that are not directly supported by AMS Services, Inc. This document is intended for informational use only and reflects the results of lab testing performed by our research department. There may be issues in using Terminal Server that were not found in testing. This document does not establish an endorsement or a commitment to certify the use of this technology with the AfW product. All of our test results are included - please do not call AMS Services Support or AMS Rating Support with additional questions on this technology.

  • The first part of this document is designed to give an overview of Terminal Server.
  • The second part has some recommendations on how to set up and use Terminal Server. Keep these suggestions in mind if you decide to configure a Terminal Server system.


Background

As consolidation continues in the insurance agency market, more and more agency employees are working remote from the main office. Certainly, technology has been an important reason for the success of this revolution, but many of the solutions offered for remote connectivity are difficult to use or have good performance for some applications, and poor for others. 

Client server type applications, for example, do very well on a wide area network (WAN), but traditional file server-based applications do not. Using a remote control product like PCAnywhere can improve performance in remote operations since only screen images are transmitted, but can be very expensive to implement since you need a computer at each end of the connection. Many other solutions are available that provide similar functionality, but one solution does not usually provide all of the features and performance for the needs of today’s agency.

A few years ago a company called Citrix solved the above-noted remote control issue of having two computers for each user by creating an environment in which "virtual sessions" for each incoming user are  run on a "big" server.  In a way, it's like the old  mainframe environment  (DEC or IBM or WANG), but with a graphical interface.  Terminal Server brings the Microsoft Windows NT Workstation experience to Windows desktops through terminal emulation.   Only the user interface commands  (key clicks, mouse movements and screen images) are passed to/from  the client.  

The original Terminal Server product was based on Microsoft’s Windows NT Server v3.51.   Client workstations can connect over modems, utilizing the RAS (Remote Access Service), a RAS-like service (i.e. Shiva Dial-up) or via the Internet.   

Graphic

Remote Control:   Terminal Server



Shortly after the release of Windows NT Server v4.0 Microsoft and Citrix announced a partnership where Microsoft would license the multi-user technology from Citrix, and the two companies would cooperate on the development of multi-user capabilities for Windows NT 4.0 and future products. As a result of the partnership, Microsoft  released a product called Microsoft Window NT, Terminal Server Edition. This product uses a protocol that Microsoft developed called RDP (Remote Display Protocol). Citrix will continue to sell and enhance their WinFrame software, which is based on Windows NT 3.51. In addition, Citrix will provide enhancements and value-add for Terminal Server, including a very interesting product called Citrix MetaFrame. As part of the agreement with Microsoft, Citrix maintains control of their extremely efficient, industry standard protocol called ICA (Independent Control Architecture). 

Terminal Server – Overview of the base solution

Microsoft Windows NT 4.0, Terminal Server Edition is a specialized version of the Windows NT operating system  with multi-user capabilities built-in.   

1.  Terminal Server Terminal Server is the operating system based on NT capable of hosting simultaneous NT Workstation sessions.  All applications are installed on the server. Clients make connections to the Terminal Server, and all application processing for each client is performed on the server.  

Each user should have their own home directory, which will store any user specific files.

Terminal Server requires that TCP/IP be loaded on the server and clients.  No other protocol solutions are provided.

2.  Remote Display Protocol (RDP) RDP is the protocol that the server uses to communicate with the clients. This protocol is tuned for high-bandwidth enterprise environments.   The client will only receive the user interface (screen images and mouse movements) on their system. 

Windows NT 4.0 Terminal Server uses RDP 4.0.    Terminal Services which is now included with Windows 2000 Server uses RDP 5.0. 

3.  Terminal Server Client The Terminal Server Client component displays the Windows NT Workstation session to the client.
4.  Terminal Server Administration Tools Terminal Server provides a number of administration tools to help you manage your client sessions, including shadowing. 

There are two basic ways for a client to access applications on a Terminal Server. 

  1. With Terminal Server  administration tools, an administrator can "publish" or make applications available by defining a client connection.  The connection is actually a windows NT virtual session running on the server. 
  2. The second method is for the client to define connections for itself using the client connection tools on the workstation.

Note:  As of August 2000, Terminal Server on NT 4.0 is available only from OEM's and World Wide Fulfillment.  Terminal Services is now a feature of Windows 2000 Server and Windows 2000 Advanced Server (same as Windows 2000 Server, but with ability to support up to 8 processors in a machine and clusters).   If an agency needs to run TSE on NT 4, they would exercise their downgrade rights by purchasing  the following, but running  NT 4.0 Terminal Server: 

  • Windows 2000 Server or Windows 2000 Advanced Server (includes integrated Terminal Services)
  • Windows 2000 Server CALs
  • Windows 2000 Terminal Services CALs

Obviously, there would be no charge to upgrade to Windows 2000 Terminal Services if Windows 2000 Terminal Services licensing is purchased.  AMS will be publishing a document on Windows 2000 and Terminal Services in the near future. 

 

Citrix MetaFrame  – Enhances Terminal Server functionality and management features    

Citrix MetaFrame is an extension of Microsoft Terminal Server. Like Terminal Server, MetaFrame has a server component, a communication protocol, a client component, and administration tools. MetaFrame uses Citrix’s industry standard ICA (Independent Computing Architecture) protocol for communication. ICA is very efficient even over low bandwidth connections. MetaFrame also provides  features, above and beyond what the basic Terminal Server product provides.  Please see the chart below for details. 

MetaFrame also supports the following networking protocols: TCP/IP, IPX/SPX, NetBIOS, SLIP/PPP and asynchronous connections.   

All these features do not come without a significant cost, however. Currently, the Citrix MetaFrame (without "Subscription Advantage" ) sells for $4,995 with 15 user licenses. Additional MetaFrame user licenses can be added in increments of 5, 10, 20, or 50-concurrent users for $995, $1,995, $3,990, and $9.975, respectively. 

For smaller agencies with a cap of 5 users, there is a product called MetaFrame/Workgroups 1.8 for NT Server 4.0, Terminal Server Edition which is available for $1,195.00.    

Please note that prices in this document were current at the time this white paper was written.   For the most current information on the licensing and pricing of MetaFrame, see the Citrix web site at: http://www.citrix.com/  .  AMS does not resell any Citrix products.

Does it Make Sense?

With all of the potentially positive features of this type of environment, there are  reasons a business may elect not to pursue such a solution: 

  1. NT Workstation Shell:   When you run the client software and connect to the Terminal Server, the window that appears is actually emulating Windows NT Workstation. This means that any software you wish to run while connected must operate on Windows NT Workstation. It doesn’t matter if your workstation is running Windows 95/98 – when connected, the session running on the Terminal Server system is emulating Windows NT Workstation and you are seeing the screens from that session. In particular, there are a number of older DOS type applications still in use within the insurance industry. While some of these may work on Windows NT Workstation, many may not. In particular, communication applications do not operate very well in this environment since the emulated Windows NT Workstation does not have a physical COM port or modem that many of these programs require.   This means that some very popular personal desktop applications like WinFax Pro will not integrate with Terminal Server. The old APT program that dialed out to IVANS will not work in a Terminal Server environment.  Nor will older download applications that use a modem.    
  2. Server Memory : Another important consideration with this environment is the server hardware required. As you can imagine, in order to run multiple copies of Windows NT Workstation there must be memory for each session. The amount of memory required for each session depends greatly on the applications being run, but even for programs like Microsoft Office a minimum of 32Mb is needed.   Some studies are even showing that 64Mb is a better idea when you are running Office and a Server / Client application like AfW.  Each server needs to have enough physical memory to ensure that the page file is almost never used.  Luckily  memory is relatively inexpensive today.
  3. Server CPU : The speed of the system must be taken into account. Again, depending on the applications being run, a server with a very powerful processor may only support 10-20 users. It may be necessary to use multiple processor-based servers (SMP) to give the system the performance boost it requires. If dial-in functionality is needed, serial ports and/or modems will need to be added to the server. Many options exist for this type of product. Based on these issues, and depending on the size of the installation, the server hardware could be quite expensive.
  4. Licensing Expenses : In addition to the hardware expenses, there are software expenses as noted above. You must purchase Windows 2000 Server, Windows 2000 Server CALs, and Windows 2000 Terminal Services CALs. Then you need to  obtain the media for the Terminal Server version of Windows NT Server software (assuming you plan to run with 4.0).   For details on the most current licensing information for Terminal Server see the Microsoft web site at: http://www.microsoft.com/ntserver/terminalserver.  

    We also recommend Citrix MetaFrame for all but the most basic use of Terminal Server as it provides a very robust server and client configuration that includes the ability to print locally. 

Capabilities and Limitations

Please use the following chart as a guideline when attempting to determine if you need Terminal Server 4.0 or Terminal Server 4.0 with MetaFrame. 

Function Terminal Server 4.0 Citrix MetaFrame 1.8 (for NT 4.0)
Ability to re-map the Client's home drive to C:  No Yes
Automatic Printer Mapping No  (printing to a local printer is possible, but the process is not straight-forward) Yes
Automatic Access to Local drives  Network/Resource Mapping No No/Yes
Application Publishing Yes (but it's more of a manual process that limits desktop access rather than actually "publishing" an application) Yes
Basic Management Tools (shows connections to server, ability to disconnect sessions, ability to create client disks, license managers, etc.., ) Yes Yes
Shadowing Yes  Yes
Enhanced Management Tools (monitoring tools for statistics on users, applications, sessions) No Yes
Enhanced Web Administration Tools No Yes
Load balancing No Yes
Cut and Paste No Yes
Security NTFS, basic encryption Yes
Multiple protocols support (ie. IPX/SPX)   No Yes 
Support for non-Windows Clients No Yes
Internet Connectivity Yes Yes

Technical Information on Windows NT Terminal Server Edition - Lab testing results

Preface

This section of the white paper will discuss basic concepts for setting up applications in a "shell" or "desktop" environment. In other words,  further discussions will describe an environment that emulates an actual Windows NT Workstation session.  We will not be addressing the specifics of "publishing" an application in a MetaFrame environment.  Some of these concepts require a good understanding of Windows NT Server.

Please note the following drive references:

  • "C: Drive" in a vanilla Terminal Server environment refers to the Terminal Server's root drive
  • "V: Drive" in a vanilla Terminal Server environment refers to the client's root drive (usually "C" on the client).
  • "M: Drive" in a MetaFrame Server environment refers to the MetaFrame/Terminal Server's root drive. 
  • "C: Drive" in a MetaFrame environment refers to the client's root drive (usually "C" on the client).

Installation

Installing Terminal Server is very similar to installing Windows NT Server. The installation of the Terminal Server client software, as well as the MetaFrame client software is intuitive. 

MetaFrame Only: When installing MetaFrame Server software, there is a point during the installation where you need to make a choice about how the drives are mapped. You can have drives C: D:, E: , etc. refer to the server’s hard drives or the client’s hard drives. To make end-user support easier, AMS recommends reassigning the server drives in a MetaFrame environment. This means that when a MetaFrame client is connected to the server, drive C: will correspond to the local user's C: drive.   If you don't do this, the clients drive letters will be reassigned starting with the letter V: and you will have an endless rush of confused customers calling your technical support personnel.  Remember, at the Server Drive Reassignment dialog box during the MetaFrame installation, verify that there is a checkmark in the box next to Remap the server drives.  

Do not forget to apply any applicable service packs for Terminal Server and  MetaFrame. 

If you have installed Terminal Server, you will need to make connections using RDP.  If you have installed MetaFrame, connections can be made using RDP or ICA. 

General Guidelines on Application Loading

In a Terminal Server environment, applications that you want to be available to all users are installed on the Terminal Server.  There are two ways of installing applications to ensure that the applications are available to all users that connect to the server.

  1. The first method is to use the Add/Remove Programs applet in Control Panel. A dialog has been added to this applet to allow you to choose whether you want to make the application that you are installing to be available to all users or just the user who is installing the application (choose All users begin with common application settings). When you choose to make the application available to all users, the system makes specific changes in the registry to ensure multi-user capabilities. This ensures that when each user connects, they will have their own user profile and the ability to customize their user settings. 
  2. Alternately, there is a command that you can issue at the command line (change user /install). You use the change user /install command before installing an application to create .ini files for the application in the Terminal Server system directory. These files are used as master copies for the user-specific .ini files. After installing the application, use change user /execute to revert to normal .ini file mapping. This command enables the ability the map .ini files to the home directory. This is the default setting. For more information on this command see http://support.microsoft.com/support/kb/articles/q186/5/04.asp

Since not all applications in use today are written to be used in a multi-user environment, some fine-tuning is required to get some applications to function properly. Microsoft has supplied compatibility scripts that can be run for most of its popular applications, such as Microsoft Office. Compatibility scripts are stored in the %SystemRoot%\ApplicationComptibilityScripts\install directory. The script makes specific changes to the registry, in order to make the application function properly in a multi-user environment. Compatibility scripts need to be run once after you install the application. In addition, there is a logon directory, that contains a logon script (UsrLogon.cmd) which runs each time a user logs on to the Terminal Server. One of the functions of this logon script is to map the location of each user’s home directory. The first time a compatibility script is run you are prompted to choose a letter to map to each user’s home directory. W: is a popular choice. The logon script may also contain application-specific commands.

Microsoft has stated that most standard Windows-based applications should function properly on the Terminal Server without modification. However, for some applications without a compatibility script, the Terminal Server registry may need to be altered for the application to function properly. As always, use extreme caution when making changes to the registry.

Terminal Server – AMS Products

AMS has done some preliminary testing with the following products and Microsoft Terminal Server (and Citrix MetaFrame):

  • AMS for Windows (4.033 or greater)
  • Basic AfW integration with Microsoft Office 2000  (Word and Excel)
  • AMS for Windows Imaging
  • Rating (Eastern)
  • PS4
  • Optus FACSys

Suggestions on how to set up and configure the above list of applications are included here. Most steps need to be performed at the Windows NT Terminal Server, however, some steps are to be performed at each workstation, where indicated. 

Before you begin, you will need to decide on a few things.

  1. Will these services be available to your CSR's from home (the Internet, leased lines,  or direct dial-in access)?
  2. What will each user's profile look like (home directory?) ?
  3. Determine the structure will you use for various applications.   (ie.  Map an O: drive for Office, a "P" drive for AfW file server information, a "Q Drive" for the AfW client, etc.., 

NOTE:  Many of the suggestions and workarounds listed here involve making changes to the Windows NT Server Registry.  Only a Microsoft Windows NT expert should make such changes -- mistakes can cause the server to malfunction and often result in a complete re-install of the software.

AMS for Windows

First and foremost, the server portion of the AfW installation is done exactly as noted in the THS.   You may want to leave the Agena share (P: drive) on the SQL server for simplicity's sake.   We do not recommend putting any shares on a Novell client in any Terminal Server configuration.  It is possible,  but has a rather convoluted setup that we will not be discussing in this white paper. 

The installation of AfW on a Terminal Server differs only slightly from a typical installation. It is important that the installation is initiated from the Add/Remove Programs utility located in Control Panel, and that the machine is not rebooted until the Add/Remove Programs utility is complete. This ensures that each user maintains their own set of configuration files. Follow these instructions to install AfW on the Terminal Server.

  1. Log on to the Windows Terminal Server console as Administrator. 
  2. Map drive letter P:  to AGENA on the Windows NT database server.
  3. Click the Start button on the taskbar, point to Settings, and click Control Panel.
  4. Double-click Add/Remove Programs. Click Install.
  5. The program prompts you for a floppy disk or CD-ROM. Click Next.
  6. At the Run Installation Program dialog box, click Browse.
  7. Click the arrow at the end of the Look in field to view the drop-down list of drives.
  8. Select the P: drive, then double-click the afwpgm directory,
  9. Select afwsetup and click Open.
  10. The following should appear in the Command line for installation program field: p:\afwpgm\afwsetup.exe. Click Next.
  11. At the Change User Option dialog box, select All users begin with common application settings. Click Next.
  12. At this point, follow the instructions for installing AfW found in the Installation Technical Help Series guide until you get to the dialog box where it asks you if you want to restart your computer. DO NOT let the program restart the computer at this point. 
  13. Select No, I will restart my computer later. Click Finish.
  14. A message displays indicating that AMS for Windows setup completed successfully. Click OK.
  15. Locate the After Installation dialog box and click Next. (You may need to close the AfW and ODBC windows in order to find the dialog box.)
  16. At the Finish Admin Install dialog box, click Finish. Close the Control Panel window.
  17. Click the Start button, point to Programs, and click Command Prompt. Type shutdown /reboot and press Enter. Click OK when prompted. The machine will reboot.

Microsoft Office 2000  

Microsoft Office 2000 is a completely different animal than Office 97.  With Office 97, you simply did the install, ran a few scripts, then changed a few registry settings.      The Microsoft Office 2000 installation,  on the other hand, must first be customized using the Custom Installation Wizard.  You will need to load the Office 2000 Resource Kit in order to run the Custom Installation Wizard.    You must load all applications / features that users will need.  Users will not be able to add/remove features from their Terminal Services window. 

Install the Office Resource Kit (ORK)  as follows:

  1. Log on to the Windows Terminal Server console as Administrator.
  2. Insert the Office 2000 Resource Kit CD
  3. Go to Control Panel -> Add/Remove Programs
  4. Install for only the current user.
  5. Select the options for Custom Installation Wizard and Internet Explorer, Excel tools, Terminal Server Tools, Office Profile Wizard, Office Remove Wizard, Package Definition files, System Policy Editor and Office Policy Templates, Unbind Office Binders Utilities. 

Once you have installed the ORK, you need to run the Custom Installation Wizard and configure your Office parameters.  Here are some tips. The following instructions are merely and outline and not an official installation document. 

  1. Launch the Custom Installation Wizard   
  2. Open the data file you plan to use (usually a copy of data.msi).
  3. Open an existing transform (a copy of the default *.mst unless you first decide to create a template based on a current user installation).   This can usually be found in C:\Program Files\ORKTools\Toolbox\Tools\Terminal Server Tools. 
  4. When you are prompted for the installation directory for Office, please be sure to indicate an 8.3 compliant name as not all insurance agency applications are able to deal with long names.  (We used Office2K). 
  5. We only loaded Word for Windows and Excel.    Agencies may wish to run Access, Power Point, Outlook, or other applications if they have purchased official licensing for them.  We recommend you closely follow the guidelines established in our THS Guides.  Be aware, however, that end users cannot install 
  6. With Terminal Services on Windows 2000, the only Office Assistant that can be installed is the StillLogo.  This is a good idea as the paperclip, professor, cat, and other popular wizards demand too many resources from the Terminal Server. 
  7. Follow the instructions indicating whether you have any customized registry entries, shortcuts, or other programs to install.    
  8. Once you have created and saved your new transform, you will want to run it:    
  9. setup.exe Transforms ="location of transform" /qn+    

    (You can look up information on these options in the on-line help for the Resource Kit). 

  • When the install begins, do not touch the Terminal Server machine until a finish message pops up.   (Warning: If you click on the "next" button in the "After installation" box prior to completion of the install, you will have to uninstall and begin again.  ) 
  •  At the After Installation dialog box, click Next.  Then click Finish. 
  • Additional Tasks. 

    1. Navigate to the following directory: C:\wtsrv\application compatibility scripts
    2. Change user /install
    3. Edit rootdrv2.cmd to reflect the correct root drive that you have used in your profile information (usually W:) 
    4. Navigate to the following directory: c:\wtsrv\application compatibility scripts\install  
    5. Run  Office97.cmd . At the Run dialog, click OK.  (We found that these scripts needed to be run to get Office 2000 to work correctly due to the way Terminal Server handles permissions on various *.DLL files.   We expect updated scripts in the near future).    
    6. Notepad will open a document. Read the contents of the document. Modify the last line of the file to read Set RootDrive = W: (if this is how you set it above). Make sure there are no spaces after the drive letter and colon.
    7. Select Exit from the File menu. Choose Yes to save the changes.
    8. A message displays indicating that tuning is complete. Press any key to continue.
    9. Close the Control Panel and remove the Microsoft Office 2000  CD from the drive.
    10. You may need to give the group EVERYONE permission to the following files if you experience problems with the AfW application, especially after running any ZAK (zero administration kit) utilities: ( msjet40.dll, mswstr10.dll, msjter40.dll, msjint40.dll, odbccp32.dll, msjtes40.dll, and other ODBC drivers). 

    Tuning for AfW Form Letters and Schedules for Insurance.

    There are some modifications that need to be made in order for AfW Form Letters and Schedules of Insurance to work properly in a Terminal Server environment.    This may also be done via Policy Manager if preferred. 

    Form Letters

    In order for AfW Form Letters to work, each user must have access to the following templates:  closemsg.dot, formltr.dot, and normal.dot.  They should be copied from the P:\agena\afwshare\formltrs area to the "User Templates" area you designated when performing the installation of Word/Office.     Or, you may copy these files to each user's home directory if you have set up your NT structure as such. 

    Schedules of Insurance 

    In order for Schedules of Insurance to work, the Schedule of Insurance file needs to be in an area that each CSR has access via the "Group Templates" setting in Word or some other public area.    Afwofc32.dll must also be available in one of the pathed directories.    

    Depending on how you have set up your user's directories, you may need to add the following lines to each user's AfW.ini file:  

    HomeDrive=%HomeDrive%
    HomePath=%HomePath%

    The following  procedure needs to be performed once at each workstation. These instructions assume that P: is mapped to the AfW shared directory and W: is mapped to the user’s home directory.   

    1. Click the Start button, point to Programs, and then click Command Prompt.
    2. Type copy p:\afwshare\agency1\schedule\schedi97.dot w:\office97\templates\schedi97.dot.
    3. Type exit and press Enter to close the Command Prompt window.
    4. Start AfW and open a customer for whom you want to generate Schedules of Insurance.
    5. Click Schedules on the AfW toolbar.
    6. Change the path to the Word Template to the following: w:\office2K\templates.
    7. Proceed to generate the Schedules of Insurance.

    AMS for Windows Imaging

    Imaging on in a Terminal Server environment has some limitations.  First and foremost, your screen resolution will appear exactly as you set it in your Terminal Server session configuration.   We recommend at least an 800x600 screen resolution.    

    Furthermore, the imaging application will not be able to directly access scanners and cameras as it does in a standard AfW application environment.  Terminal Server environments are not able to directly access a client's local COM port.    As a result scanned images and photos will need to be stored locally on each client and then be imported to AfW Imaging. 

    1. Log on to the Windows Terminal Server console as Administrator.
    2. Insert the AMS for Windows Imaging CD-ROM.
    3. Click the Start button on the taskbar, point to Settings, and click Control Panel.
    4. Double-click Add/Remove Programs. Click Install, then Next.
    5. The Run Installation Program dialog box indicates the path to the installation program (d:\afwsetup.exe, if d is the CD-ROM drive). Click Next.
    6. At the Change User Option dialog box, select All users begin with common application settings. Click Next.
    7. At this point, follow the instructions for installing AfW Imaging found in the Imaging guide until you get to the dialog box that indicates that AfW Imaging setup is complete. Click OK at this dialog box and continue with the next step.
    8. At the After Installation dialog box, click Next, and then click Finish
    9. Close the Control Panel and remove the AfW Imaging CD from the drive.
    10. Click the Start button, point to Programs, and click Command Prompt. Type shutdown /reboot and press Enter. Click OK when prompted. The machine will reboot.

    Rating (Eastern)

    The installation of Rating software on a Terminal Server differs only slightly from a typical installation. A special command must be issued at the start and end of the process to ensure proper setup.  

    1. Log on to the Windows Terminal Server console as Administrator.
    2. Click the Start button on the taskbar, point to Programs, and click Command Prompt.
    3. Type change user /install and press Enter.
    4. Install and configure Rating and Rating Integration as you normally would according to the Rating documentation.
      Note It is assumed that Rating is installed on the AfW database server and each workstation will map drive R: to the AMSR share on the database server.
    5. When you are finished, click the Start button, point to Programs, and click Command Prompt.
    6. Type change user /execute and press Enter. Type exit and press Enter to close the window.

    Rating Integration

    If you choose to run the actual rating program locally, rather than on the Terminal Server,  rating integration should also be set up locally on the C: drive of the client.  The Link button in the AfW application would need to refer to the "V:" drive so that it could send information to the client computer.  

    If you are going to run Rating on the Terminal Server, you must install Rating Integration on the Terminal Server to the "C" drive . Remember to do the classic change user /install before installing. 

    Unlike Office and the AfW client,  Rating Integration does not seem to install cleanly to a mapped drive in the Terminal Server environment.   Always choose the root drive.  

    PS/4(These notes apply to Terminal Server on NT4.0 only.   PS/4 is NOT supported on Windows 2000).

    There are several configuration changes that need to be made in order to get PS/4 to run properly on the Terminal Server. One of the modifications involves using the Terminal Server command flattemp. The purpose of using this command is to ensure that each user has a unique place to store temporary files. For more information on this command see: http://support.microsoft.com/support/kb/articles/q186/5/16.asp

    1. Log on to the Windows Terminal Server console as Administrator.
    2. Click the Start button, point to Programs, and click Command Prompt. Type change user /install and press Enter.
    3. Install PS/4 as you normally would, following the appropriate documentation, except DO NOT reboot until these instructions tell you to.  ( Hints:  FIRST double click on the ws_ps4w.exe file to invoke. If it asks you if you want to install Adobe reader, say no--you've already got it. Secondly double click on ws_afw32.exe. If you do this backwards, you will experience problems with the applications). 
    4. After installing PS/4, click the Start button, point to Programs, and click Windows NT Explorer.
    5. On the left side of the window, select the c: drive. Double-click ps4, then double-click admin, and then select dll.
    6. Select all files titled p4*.dll on the right side of the screen. (You can select more than one file at a time if you hold down the Ctrl key while selecting the files with the mouse.)
    7. Right-click in the selected area and select Copy.
    8. Select the C: drive, then double-click the wtsrv directory (if this is the directory that Terminal Server is installed in).
    9. Select the system directory.  Right-click on the system directory and select Paste.
    10. Select the C: drive.  Double-click ps4, then select admin.
    11. Select p4prow97.dot, p4rsqw97.dot, p4abou32.dll, and  p4Inkd32.dll on the right side of the screen. 
    12. Right-click in the selected area and select Copy.
    13. From the Tools menu, select Find and then select Files or Folders.
    14. Type WrdStart in the Named field. At the Look in field, use the drop down box to select (C:).  Click Find Now.
    15. All the user profile directories will be listed. Right-click each directory and select Paste. Repeat for each directory.  Close the Find dialog.
    16. Click the Start button, point to Programs, and click Command Prompt. Type flattemp /enable. Type exit and press Enter to close the window.
    17. When finished configuring PS/4, click the Start button, point to Programs, and click Command Prompt. Type change user /execute and press Enter.  Type exit and press Enter to close the window.
    18. Click the Start button, point to Programs, and click Command Prompt.  Type shutdown /reboot and press Enter. Click OK when prompted.  The machine will reboot.

    Modifying the TEMP variable

    The following steps need to be performed at each workstation in a Terminal Server session.

    1. Click the Start button, point to Settings, and click Control Panel.  Double-click the System icon.
    2. Click the Environment tab. In the User Variables window, double-click the line beginning with TEMP. Replace the contents of the Value field with the following: %HomeDrive%%HomePath%\TEMP.  Click Set.
    3. In the User Variables window, double-click the line beginning with TMP. Replace the contents of the Value field with the following: %HomeDrive%%HomePath%\TEMP.  Click Set.
    4. Click Apply, then click OK.

    Configuring PS/4 -AfW Integration

    The following steps need to be performed at each workstation in the Terminal Server session. 

    1. Start AfW and log in.
    2. Follow the instructions in your PS/4 - AfW Integration manual to configure the AfW Link button for PS/4 integration.
      Important: The Integration directory that you specify should be C:\temp if integration is running on the Terminal Server. 

    Optus FACSys

    Optus Software has published a technical note on the Optus web site that states that FACSys v4.x is supported on Microsoft Terminal Server. For details follow this link: http://www.facsys.com/indexed/tsb/PS98-523.htm. FACSys should be installed using the Add/Remove Programs utility, but requires no other special instructions. Optus does recommend that the fax server software be loaded on a separate server, likely due to performance concerns.

    1. Log on to the Windows Terminal Server console as Administrator.
    2. Insert the FACSys CD-ROM.
    3. Click the Start button, point to Settings, and click Control Panel. Double-click Add/Remove Programs.
    4. Click Install, then Next.
    5. Click Browse. Navigate to the following directory: D:\clients\win32\i386 (assuming D: is the CD-ROM drive).
    6. Double-click setup, and then click Next.
    7. At the Change User Option dialog box, select All users begin with common application settings.  Click Next.
    8. At this point, follow the instructions for installing FACSys client software in the FACSys Technical Help Series until you get to the dialog box that indicates that the FACSys setup is complete.
    9. Select No, I will restart my computer later and click Finish.
    10. At the After Installation dialog box, click Next, and then Finish.
    11. Close the Control Panel and remove the FACSys CD from the drive.
    12. Click the Start button, point to Programs, and then click Command Prompt.  Type shutdown /reboot and press Enter. Click OK when prompted.  The machine will reboot.

    Notes on Security

    1. You need to disable anonymous File Transfer Protocol (FTP) to prevent unsecured access to the file system.
    2. Depending on what you use, you will want to keep TCP, RDP, and ICA port numbers available to/from your facility.    You may want to choose a firewall that can also set up security based on user ID's, not just a TCP/IP address which can be spoofed.
    3. Always beware when loading old DOS applications as any ability to get to a DOS prompt from a public network could be business-threatening.
    4. You may want to implement Group Policies and NTFS permissions to better lock down your server.  Be careful with this on Windows 2000 Pro stations as policies applied to TS environments also apply to local user profiles.
    5. Always encrypt your logon.
    6. Always encrypt passwords
    7. Limit the number of logon attempts
    8. If you decide to deploy the Zero Administration Kit, please be sure to carefully log all changes made as various Citrix or Office files may be inadvertently protected from the group "Everyone".

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