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ThinManager 13.

1
Thin Client
Management Platform
Catalog Number 9541

User Manual Original Instructions


2 Rockwell Automation Publication TM-UM001H-EN-P - January 2023
Table of Contents

Preface
About This Publication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Download Firmware, AOP, EDS, and Other Files . . . . . . . . . . . . . . . . . . . 11
Summary of Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 1
Quick Setup Overview Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
ThinManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installation & Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
ThinManager Database Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
VLANs and Subnets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Network Level Authentication (NLA) . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Hardware Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Chapter 2
Introduction ThinManager User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Location Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
ThinManager Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Customizing the Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Terminals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Display Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 3
Licenses ThinManager Master License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
ThinManager Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Auto-synchronization for Redundancy . . . . . . . . . . . . . . . . . . . . . . . . 40
Manual Synchronization for Redundancy . . . . . . . . . . . . . . . . . . . . . . 43
ThinManager License Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
FactoryTalk Activations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
FactoryTalk Activation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Chapter 4
ThinManager System Windows Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
ThinManager Security Group Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
ThinManager Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
ThinManager User Manual Unlock . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
TLS Certificates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 3


Chapter 5
Sources Remote Desktop Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Microsoft Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Defining Remote Desktop Servers in ThinManager . . . . . . . . . . . . . 59
Remote Desktop Server Graph . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Remote Desktop Server Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Remote Desktop Server Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Containers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Containers on Thin Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Terminal Profile Setup for Containers . . . . . . . . . . . . . . . . . . . . . . . . . 85
Containers on Servers using Windows Server 2019 . . . . . . . . . . . . . 87
Container Host Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Install Container Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Define the Container Host Display Server. . . . . . . . . . . . . . . . . . . . . . 91
Define the Container Host Display Client . . . . . . . . . . . . . . . . . . . . . . 92
Apply the Container Display Client to a Terminal . . . . . . . . . . . . . . . 96
Install the TLS Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
IP Cameras . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Configure the IP Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Define the IP Camera as a Display Server . . . . . . . . . . . . . . . . . . . . . 103
IP Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Define the USB Camera as a Display Server . . . . . . . . . . . . . . . . . . . 107
VNC Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
VCenter Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Adding a Virtual Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Chapter 6
Content Remote Desktop Services Display Clients. . . . . . . . . . . . . . . . . . . . . . . . . 121
Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Single Application Deployment with AppLink . . . . . . . . . . . . . . . . . 129
Connection Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Failover. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Instant Failover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Camera Display Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Camera Overlay Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Terminal Shadow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Shadow Any Terminal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Shadow a Specific Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Shadow of the Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Workstation Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Step 1 – On the PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Step 2 – Workstation Display Client . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Add the Workstation Display Client to the Terminal . . . . . . . . . . . 160
VNC Shadow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Shadow Any VNC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Shadow a Specific VNC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Virtual Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

4 Rockwell Automation Publication TM-UM001H-EN-P - January 2023


Virtual Screen Display Client Wizard . . . . . . . . . . . . . . . . . . . . . . . . . 160
Predefined Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Add a Virtual Screen to a Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Custom Overlays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Display Client Override on Virtual Screens . . . . . . . . . . . . . . . . . . . . 160
Terminal Shadow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Shadow Any Terminal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Shadow a Specific Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Shadow of the Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Workstation Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Step 1 – On the PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Step 2 – Workstation Display Client . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Add the Workstation Display Client to the Terminal . . . . . . . . . . . 183
VNC Shadow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Shadow Any VNC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Shadow a Specific VNC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Virtual Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Virtual Screen Display Client Wizard . . . . . . . . . . . . . . . . . . . . . . . . . 193
Predefined Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Add a Virtual Screen to a Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Custom Overlays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Display Client Override on Virtual Screens . . . . . . . . . . . . . . . . . . . . 214

Chapter 7
Devices Terminal Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Terminal Configuration Wizard in ThinManager . . . . . . . . . . . . . . 219
Active Directory User Login Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Search for Active Directory User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Search for Active Directory Location. . . . . . . . . . . . . . . . . . . . . . . . . . 242
User Accounts in the Terminal Configuration Wizard . . . . . . . . . . 245
Copy Settings from another Terminal . . . . . . . . . . . . . . . . . . . . . . . . 258
Use Groups for Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Use Groups for Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
IP Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
ThinManager-ready Thin Client IP Configuration . . . . . . . . . . . . . 275
Add and Configure Thin Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
PXE Server and PXE Boot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
Local WinTMC Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
WinTMC Configuration in ThinManager . . . . . . . . . . . . . . . . . . . . . 295
Mobile Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Configure an iPad in ThinManager. . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Guided Access on the iPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Configure an Android Device in ThinManager . . . . . . . . . . . . . . . . 313

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 5


Chapter 8
ThinManager Users Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
ThinManager User Services Introduction . . . . . . . . . . . . . . . . . . . . . . . . 319
Permission-deployed Applications in ThinManager . . . . . . . . . . . . . . . 321
Permission-deployed Applications Diagrams . . . . . . . . . . . . . . . . . . 321
ThinManager Access Group Creation . . . . . . . . . . . . . . . . . . . . . . . . . 324
Add Access Group to a Display Client . . . . . . . . . . . . . . . . . . . . . . . . . 327
Configure Terminals for Location Services . . . . . . . . . . . . . . . . . . . . 329
Create the ThinManager User without a Windows Account . . . . . 333
Location Services Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Log On to Location Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Log Out of Location Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Assign Roaming Display Clients to a ThinManager User . . . . . . . . . . . 341
Roaming Display Clients in Location Services Diagrams . . . . . . . 341
Create the ThinManager User via Active Directory . . . . . . . . . . . . . 343
ThinManager Configuration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . 348
Add User-specific Display Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Log On with a ThinManager User Account . . . . . . . . . . . . . . . . . . . . 356
Log Out of Location Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Roaming Applications for Non-domain Users . . . . . . . . . . . . . . . . . 360
ThinManager User Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Add a ThinManager User to a ThinManager User Group. . . . . . . . 372
Batch Create ThinManager Users using Active Directory OU. . . . 375
Password and Account Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Shortcut Method to Add Access Groups . . . . . . . . . . . . . . . . . . . . . . . 387
ThinManager User Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Card Readers and Fingerprint Scanners. . . . . . . . . . . . . . . . . . . . . . . . . . 391
Card and Badge Configuration for a ThinManager User . . . . . . . . 391
Fingerprint Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Location Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Create a Location with the Location Configuration Wizard . . . . . 412
Add a Location to a Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
Mobile Device Interactions with Location Services . . . . . . . . . . . . . . . . 425

Chapter 9
Locations Unassigned Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Create an Unassigned Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Fencing and Sub-Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Child Sub-locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
ThinManager User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Create a Location with Restricted Applications. . . . . . . . . . . . . . . . . . . . 444
Use Permissions to Restrict an Application. . . . . . . . . . . . . . . . . . . . 444
Add a Restricted Application to a Location. . . . . . . . . . . . . . . . . . . . . . . . 446
Put It Together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
One QR Code, Multiple Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Calculate Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
Manual Interaction with Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Shadow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459

6 Rockwell Automation Publication TM-UM001H-EN-P - January 2023


Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Transfer at the Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Clone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Addition of Resolver Codes with Mobile Device . . . . . . . . . . . . . . . . . . . 469
Assignment of Resolvers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469
Register QR Codes with an Android Device. . . . . . . . . . . . . . . . . . . . 473
Bluetooth Beacons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Relevance Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Bluetooth Beacons Defined on an iPad. . . . . . . . . . . . . . . . . . . . . . . . 478
Bluetooth Beacons Defined on an Android . . . . . . . . . . . . . . . . . . . . . . . 482
Wi-Fi Access Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
iPad-defined Wi-Fi Access Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
Android-defined Wi-Fi Access Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
GPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
iPad-Registered GPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
Android-registered GPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
Add Actions to Resolver Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Interact with the Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Shadow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Forced Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508
Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
Clone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515

Chapter 10
Events Create a ThinManager Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519

Chapter 11
Packages Firmware, Packages, and Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
Update Packages and Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524
Customizing Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Configure Packages for a Model of Thin Client . . . . . . . . . . . . . . . . . . . . 530
Configure Packages for an Individual Thin Client . . . . . . . . . . . . . . . . . 532

Chapter 12
Modules Module List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 535
Add a Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 537
Individual Module Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
ICA Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
Keyboard Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Key Block Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Key Block Single Key Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Keyboard Configuration Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
On-Screen Keyboard Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
RF Ideas pcProx USB Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543
Share Keyboard and Mouse Module . . . . . . . . . . . . . . . . . . . . . . . . . . 543
Language Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Language Selection Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Local Storage Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 7


USB Flash Drive Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
USB Memory Card Reader Module . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
Miscellaneous Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
Add Serial Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
Barcode Configuration Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
Bluetooth Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
Firmware Update Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
Instant Failover Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
Local Print Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
MultiStation Configuration Module . . . . . . . . . . . . . . . . . . . . . . . . . . 549
Redundant Ethernet Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
Terminal Shadow Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
TermMon ActiveX Configuration Module . . . . . . . . . . . . . . . . . . . . . 549
Time Zone Redirection Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550
TMTerm DLL Configuration Module . . . . . . . . . . . . . . . . . . . . . . . . . 550
USB to Serial Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550
User Override Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550
Mouse Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Locate Pointer Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Mouse Configuration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
PS/2 Mouse Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Serial Mouse Driver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Share Keyboard and Mouse Modules . . . . . . . . . . . . . . . . . . . . . . . . . 552
Network Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Domain Name System Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Second Network Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553
Third Network Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553
RDP Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
RDP Experience Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
RDP Port Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
RDP Serial Port Redirection Module . . . . . . . . . . . . . . . . . . . . . . . . . . 554
RDP Session IP Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Smart Card Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Relevance Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Bluetooth Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
iPhone Beacon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558
DigitalPersona UareU Fingerprint Reader . . . . . . . . . . . . . . . . . . . . 558
RF Ideas pcProx Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 559
TermMon ActiveX Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 561
USB Flash Drive Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
Wavetrend Tag Reader (Package 5 Only) . . . . . . . . . . . . . . . . . . . . . . 562
Screen Saver Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
MultiSession Screen Saver Module . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
Screen Saver Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563
Sound Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564
Universal Sound Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564
TermSecure Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565
Touch Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Serial Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
USB Touch Screen Driver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 568

8 Rockwell Automation Publication TM-UM001H-EN-P - January 2023


Video Driver Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
Custom Video Mode Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
Monitor Configuration Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570
Chapter 13
ThinManager Server Introduction Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 571
Configuration Wizard Unknown Terminals Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
Terminal Replacement Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
Historical Logging Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 574
SysLog Configuration Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575
Event Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 576
System Schedule Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 577
Security Groups Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
Event Selection Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581
Email or Windows Messaging Recipients Page. . . . . . . . . . . . . . . . . . . . 582
Database Management Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 585
HTTPS Server Settings Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591
Shadow Configuration Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594
Biometric Device Configuration Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 595
Docker Server Settings Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596

Chapter 14
MultiMonitor MultiMonitor Layout Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598
MultiMonitor Display Client Selection Page . . . . . . . . . . . . . . . . . . . . . . 604
Override Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605
Share Keyboard and Mouse Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 608
Master Thin Client Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609
Replica Thin Client Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . 610
Share Keyboard and Mouse with MultiMonitor . . . . . . . . . . . . . . . . 611

Chapter 15
Reports Select Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
Report Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
Print Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
Report Template Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615

Chapter 16
Scheduling System Scheduling of Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617
Schedule Configuration Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 9


Chapter 17
TermMon ActiveX Register the Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
Read-only Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
Read-Write Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627
Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627
Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 628
Control Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
TermMonEvent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
TermMonCommand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
TermMonConst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632
TermMonRelevance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 633

10 Rockwell Automation Publication TM-UM001H-EN-P - January 2023


Preface

About This Publication This publication provides comprehensive information for users of
ThinManager® thin client management software.

Download Firmware, AOP, Download firmware, associated files (such as AOP, EDS, and DTM), and access
EDS, and Other Files product release notes from the Product Compatibility and Download Center at
rok.auto/pcdc.

ThinManager resources are also available at thinmanager.com.

Summary of Changes This publication contains the following new or updated information. This list
includes substantive updates only and is not intended to reflect all changes.

Topic Page
Enable TFTP 588
E-signature 522
ThinManager Event Type, Event Group, Change Group 520
Signed/Custom Containers 90
Use Original Icons 28
Login Options Window 231

Additional Resources These documents contain additional information concerning related products
from Rockwell Automation.

Resource Description
Describes how to configure and use EtherNet/IP® devices to communicate on the
EtherNet/IP Network Devices User Manual, ENET-UM006 EtherNet/IP network.
Ethernet Reference Manual, ENET-RM002 Describes basic Ethernet concepts, infrastructure components, and infrastructure features.
Provides guidance on how to conduct security assessments, implement Rockwell Automation
System Security Design Guidelines Reference Manual, SECURE-RM001 products in a secure system, harden the control system, manage user access, and dispose of
equipment.
Industrial Components Preventive Maintenance, Enclosures, and Contact Ratings Provides a quick reference tool for Allen-Bradley industrial automation controls and assemblies.
Specifications, publication IC-TD002
Safety Guidelines for the Application, Installation, and Maintenance of Solid-state Designed to harmonize with NEMA Standards Publication No. ICS 1.1-1987 and provides general
guidelines for the application, installation, and maintenance of solid-state control in the form of
Control, publication SGI-1.1 individual devices or packaged assemblies incorporating solid-state components.
Industrial Automation Wiring and Grounding Guidelines, publication 1770-4.1 Provides general guidelines for installing a Rockwell Automation industrial system.
Product Certifications website, rok.auto/certifications. Provides declarations of conformity, certificates, and other certification details.

You can view or download publications at rok.auto/literature.

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 11


Notes:

12 Rockwell Automation Publication TM-UM001H-EN-P - January 2023


Chapter 1

Quick Setup Overview

This chapter guides you through the actions needed to build and activate a
ThinManager system.

Microsoft Complete the following activities to install and configure Remote


Desktop Services.
• Build a Remote Desktop Server with the supported Microsoft Windows
Server operating system. Enable the Remote Desktop Services (Terminal
Services) role. See Microsoft Configuration on page 59.
• Create a Microsoft Remote Desktop Licensing Server and add Remote
Desktop Services Client Access Licenses (RDSCALs) for each thin client.
These were called Terminal Server Client Access Licenses (TSCALs) in
Server 2003. The servers also require a normal CAL.
• It is common to have each ThinManager-managed terminal
automatically log in to the Remote Desktop Server when it boots up.
Therefore, create a unique Windows user for each
ThinManager-managed terminal. For domain deployments, this is done
within Active Directory. For work group deployments, this is done on
each Remote Desktop Server. Add the users to the Remote Desktop Users
group to make sure each user has permission to start Remote Desktop
Server sessions on each Remote Desktop Server.
• Apply appropriate security to each user profile using the standard
Microsoft techniques.

ThinManager This section describes how to install, activate, and configure ThinManager.

Installation & Activation

Perform the following actions to install and activate ThinManager.

Install ThinManager software onto a computer to create ThinManager Server.


During ThinManager installation, you are prompted to enter an optional
Windows user account to set the ThinServer service login account.
It is recommended to use a Windows User as the ThinServer Service Account and
follow the principle of least privilege. For more information about changing the
ThinServer Service Account, see Local Administrative Login for ThinServer on
page 72.
• With ThinManager version 13, only 64-bit installations are supported,
and 32-bit system installations are converted to 64-bit.
• During installation, there is a prompt to enable API. When enabled, User
API Keys may be generated to execute endpoints. This can be enabled or

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 13


Chapter 1 Quick Setup Overview

disabled later in the ThinManager Server Configuration wizard. See API


on page 57 for more information.
• If using ThinManager Master Licensing, follow these steps.
- Create a Master ThinManager License, see ThinManager Master
License on page 39
- Verify that the License Mode is set to ThinManager Master License, see
Figure 38 on page 39
- Add enough Product Licenses for each
ThinManager-managed terminal
• If using FactoryTalk Activation, follow these steps. See FactoryTalk
Activations on page 49.
- Install the FactoryTalk Activation Manager on each computer where
ThinManager is installed
- Download the FactoryTalk Activations for ThinManager
It is not a requirement that you install Factory Talk Activation Manager on the
ThinManager server as you can have a centralized license server that is not on the
ThinManager server.
- Change the License Mode in ThinManager to FactoryTalk Activation
and assign the newly downloaded activations

ThinManager Database Encryption

ThinManager 11.2 introduced a major encryption change, with the Advanced


Encryption Standard, AES, used to encrypt the ThinManager database instead
of the previous encryption key. This led to a few important changes.

The database requires a password to be used as part of the encryption key and
prompts for a password as soon as it is installed or updated.

Installation

When ThinManager 11.2 and later is first run, a dialog box appears, which
prompts for a new database password.

Figure 1 - Database Password Dialog Box

1. Type a password into the Password field and click OK.

14 Rockwell Automation Publication TM-UM001H-EN-P - January 2023


Chapter 1 Quick Setup Overview

This password is used for the encryption key when the database is
configured. There are no requirements for length or complexity. You can
leave the Password field blank.

IMPORTANT In ThinManager 12 and earlier, the Database Password is unrecoverable


if lost.

Manual Backup

To manually back up the database, follow these instructions.


1. Choose Manage>Backup.

You are prompted to create a password for the backup.

Figure 2 - Database Password Dialog Box

2. Type the password into the Password field.


3. Type the password into the Verify field.
4. Click OK.

The manual backup password is for the copy of the database as a backup only,
not the running database. The password allows a user to backup the
configuration with a short password to send to support without the need to
send the main database password.

There are no requirements for length or complexity of the backup password.


The password can be blank.

IMPORTANT In ThinManager 12 and earlier, the Database Password is unrecoverable


if lost.

Manual Restore

To manually restore an encrypted backup, follow these steps.


1. Choose Manage>Restore.

The Database Password dialog box appears and prompts for the backup
database password, not the original database password.

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 15


Chapter 1 Quick Setup Overview

Figure 3 - Database Password

2. Type the Password and click OK.

Automatic Backup

ThinManager can be configured to backup the configuration automatically.


These automatic backups use the original password entered when
ThinManager was configured.

The backups are now be saved in


C:\ProgramData\Rockwell Software\ThinManager
instead of C:\Program Files (x86)\Rockwell Software\ThinManager.

Database Password Change

Prior to ThinManager 12.1, the running database password was unrecoverable


if forgotten. With ThinManager 12.1, the running database password can be
changed inside the ThinManager Server Configuration Wizard.

Users with the Administer ThinManager Servers role within ThinManager


Security Groups can change the database password without knowing the
previously set password. By default, Administrators Windows User Group has
access to this role.

Figure 4 - ThinManager Security Groups Page

To change the database password, see Database Management Page on


page 585.
16 Rockwell Automation Publication TM-UM001H-EN-P - January 2023
Chapter 1 Quick Setup Overview

1. Navigate to the Database Management page of the ThinManager Server


Configuration Wizard. See ThinManager Server Configuration Wizard
on page 571 for more information on how to open the wizard.
Figure 5 - Database Management Page

2. Type the new password in the New Database Password and Verify New
Password fields.
3. Click Change Password to commit the changes.

A dialog box confirms the database password change was successful.

Figure 6 - Successful Database Password Change dialog

4. Click OK.

The database password is changed.

User accounts without the Administer ThinManager Servers security role can
change the running database password. However, they are prompted to enter
the current database password. See Figure 7 on page 18.

Rockwell Automation Publication TM-UM001H-EN-P - January 2023 17


Chapter 1 Quick Setup Overview

Figure 7 - Current Database Password field

IMPORTANT Backups are still unrecoverable if the password is lost.


5. Click Vacuum to compress the running database, which is useful prior to
database exportation or major database change.
6. Click Finish to exit the wizard.

Configuration

Perform the following actions to configure ThinManager.


• Define the Remote Desktop Servers at Display Servers>
Remote Desktop Servers>Remote Desktop Server Wizard. See Defining
Remote Desktop Servers in ThinManager on page 59 for information.
• Define the Display Clients at Display Clients>
Remote Desktop Services>Display Client Wizard to deploy
the applications. See Content on page 121 for information.
• Define the Terminals at Terminal>
Terminal Configuration Wizard. See Terminal Configuration on
page 219 for information.
• Associate the hardware to the Terminal configuration. See Terminal
Hardware Page on page 222 for information.

18 Rockwell Automation Publication TM-UM001H-EN-P - January 2023


Chapter 1 Quick Setup Overview

Network Thin clients and Remote Desktop Servers need a reliable network.

Verify that traffic is allowed on the network ports that follow in all software
and hardware firewalls.
Port Protocol Description
UDP/67 DHCP – IP Address Assignment
Used by the PXE Server (if using PXE boot)
UDP/69 TFTP
TCP/1494 Citrix ICA Used by the ICA protocol (if using ICA instead of RDP)
Used if the default Multicast is enabled. If the network MTU size
is not the default, then the packet size needs to be changed on
UDP/1758 Mulitcast TFTP the Multicast Configuration page of the ThinManager Server
Configuration Wizard.
Used to pass the configuration from the ThinManager Server to
TCP/2031 Proprietary – Configuration the ThinManager thin clients
Docker Client Communication Needed to allow an encrypted channel for the terminal to
TCP/2376 connect to a Container Host to display the Container content.
Used for LDAP queries targeted at the global catalog with
TCP/3268 LDAP Active Directory
Used by the Microsoft RDP protocol (if using RDP in v2.4.1
TCP/3389 RDP or later)
Used when the DHCP server is on the ThinManager server or
UDP/4011 DHCP when using the UEFI BIOS to boot.
UDP/4900 TFTP Used for the TFTP download of the firmware
Used to shadow Terminals. This can be changed on the Shadow
TCP/5900 Proprietary – Shadow Configuration page of the ThinManager Server Configuration
Wizard.
(Optional) Can be configured and used to deliver some modules
to thin client after the firmware is delivered. If closed, the
TCP/8443 HTTPS module falls back to UDP 69 or UDP 4900, depending on the
hardware, for module delivery. Can be changed in ThinServer.
ICMP Echo Packets ICMP Used by WinTMC and Enforce Primary
(Ping)
DHCP DHCP Configure as needed

VLANs and Subnets

You should have only one PXE server per network. It is beneficial to have a
separate VLAN for each ThinManager Server pair that replies to
PXE requests.

Network Level Authentication (NLA)

ThinManager supports Network Level Authentication (NLA) with firmware


package 7.1.113 and later.
• If a terminal has a valid Windows account entered in its configuration
for an automatic login, then the client passes that info through NLA to
authenticate. The client logs in and starts a session without
operator awareness.
• If a terminal does not have a valid Windows account entered in its
configuration, then an NLA login screen is displayed, which requires a
valid user account and password. This gets passed to the Remote
Desktop Server for the login. A Windows Security/Login page is
never displayed.
NLA must be turned off on the Remote Desktop Servers if you want to use a Smart
Card for authentication.

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Chapter 1 Quick Setup Overview

Hardware Introduction A ThinManager-ready thin client can use Dynamic Host Configuration
Protocol (DHCP) or a static IP address for the client and ThinManager Server
IP address. Its BIOS instructs it to download the firmware.

A ThinManager-compatible thin client is a thin client that lacks the


ThinManager BIOS. ThinManager-compatible thin clients do not store static
IP addresses; so, each of them requires DHCP to assign the client IP address.
The ThinManager Server IP address and bootfile name can be provided by a
DHCP server or the ThinManager PXE Server.

For more information visit partners.thinmanager.com/terminals

Perform these actions with regard to hardware.


• Establish the IP addressing scheme for the ThinManager-managed
terminals. ThinManager-ready thin clients can use Static IP or DHCP.
ThinManager-compatible thin clients use PXE boot and, therefore,
require DHCP.
- To use Static addresses, open the IP Address menu on the thin client
and enter the IP address of the thin client and the
ThinManager Server.
- To use DHCP, configure Option 066 for the IP address of the
ThinManager Server, and Option 067 as acpboot.bin.
- To use PXE Boot, enable PXE boot via Manage>PXE Server to launch
the PXE Server wizard.
• Use either of the methods that follow to attach the terminals
to ThinManager:
- Turn on the terminal and select Create New Terminal when the offline
terminals are listed.
- Pre-create the terminals in ThinManager and select the proper
terminal name when the terminal is turned on and offline terminals
are listed.

Results Step 1: The clients connect to the ThinManager Server and download the
firmware and configuration.

Step 2: The configuration sends the clients to the Remote Desktop Server
to log in and start a session, and delivers any additional content assigned
to the terminal’s configuration.

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Chapter 2

Introduction

ThinManager is a content delivery system that delivers content from a source


to a device, where a user can view and interact with the content.

ThinManager is the management system. Relevance is an extension that


allows you to grant or deny access based on location or user permissions.

This manual covers the variations of content deployment using ThinManager®


with Relevance®.

Figure 8 - Thin Manager Content Delivery by Device, User, or Location

ThinManager is the tool that allows you to define sources, deploy content,
configure devices, and allow user access. Each device connects to it to receive
its configuration and instructions.

Figure 9 - Typical Simple Deployment

Sources Content Devices Users

ThinManager is a software program that is installed on a computer or server in


your system. The simplest use of ThinManager is to deploy a Windows
application from a Windows Remote Desktop Server to a ThinManager-ready
device. However, ThinManager provides many more options for
deploying applications.

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Chapter 2 Introduction

Figure 10 - Sources, Content, Devices, and User Options

These options allow you to tailor a customized content delivery system.

Figure 11 - ThinManager Content Deployment

ThinManager centralizes content servers and deploys the content to the plant
floor, office, or control room as needed.

Figure 12 - Standard Industrial Architecture

Servers Terminals Users

PLCs

I/O

An industrial network pulls the I/O to the PLCs. The Remote Desktop Server
hosts the sessions that run the HMI and talk to the PLCs to gather and display
the data.

ThinManager User Access ThinManager can provide additional security to the system that controls
deployment of applications to users. This was formerly called TermSecure and
is now integrated into ThinManager with Relevance as Access.

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Chapter 2 Introduction

Figure 13 - Access

Source Content Device Access User

Location Services The Location Services component builds on the ThinManager system in that it
adds location to the application delivery. This allows content to be sent to the
right person, at the right place, at the right time.

Figure 14 - Stylized Content Deployment


Source Content Devices Locations Users

Figure 15 - Content Deployment in ThinManager Tree

You create Locations in Location Services and send content to the locations.
These can be assigned locations with a tethered terminal, or they can be
unassigned locations that have no terminal at the location and are accessed
solely by mobile devices.

Locations can be resolved manually or by using QR codes, Bluetooth beacons,


Wi-Fi networks, or GPS.

ThinManager Interface This section leads you through the important features on the ThinManager
interface. Press F1 to find specific information while in the
ThinManager program.

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Chapter 2 Introduction

Figure 16 - ThinManager Interface

The ThinManager Interface has several components.


Note Component Description
Application Button Launches the ThinManager Server Configuration wizard to configure global
1 ThinManager settings.
2 Quick Access Toobar Click the pull-down arrow to customize this toolbar. Add icons of commonly
used tasks from the menu bar, like Restart, Send Message, Modify, Backup, and
Shadow.
3 Menu Bar Separates the functions into categories.
4 Ribbon Bar Contains icons for the functions. Hide when unused via the Minimize the Ribbon
command on the Quick Access pull-down arrow menu.
5 Detail Pane Tabs Allows you to choose details to display. The tabs and detail selections change
depending on what is selected in the tree. Drag the tabs to change the order.
6 Tree Displays the components of ThinManager with the Outlook Bar Tab control so the
branches of the ThinManager tree are shown one at a time.
7 Detail Pane Displays the information for the selected tab for the highlighted tree component.
The Detail Pane can be torn away by dragging the tab away from ThinManager.
The Detail Pane can be re-docked by dragging the pane title bar back to the
tabs.
8 Tree Selector The selector buttons at the bottom of the tree control select which branch is
active and visible. These can be pulled upwards to stack the buttons, or pulled
down to minimize the buttons.

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Chapter 2 Introduction

Figure 17 - Tree Selector Buttons - Minimized Buttons at the Bottom/Buttons Stacked

Tree Selector Buttons


Minimized Buttons at the Bottom Buttons Stacked

Stacked the buttons allow you to make a quicker switch, but the minimized
buttons allow more room to show components in a larger system.

There is an arrow that allows customization tasks—you can hide or reorder the
branches of the tree.

Menus

The menus of ThinManager use the Microsoft Outlook ribbon but contain
similar functions as previous versions.

This is a brief description. Many of these functions will be explained in greater


detail in the sections of the manual that cover setup and configuration.

Figure 18 - Edit

Feature Description
Add ThinManager Server Allows connection to, and managment of, other ThinManager Servers from your local
interface. Appropriate permissions on the remote computer are required for access.
Intended for a remote connection, not the partner in a synchronized pair.
Disconnect Breaks the connection to the remote ThinManager Server.
Remove Deletes the remote ThinManager Server from the local list. Does not affect the remote
ThinManager Server.
Refresh Refreshes the data.
Modify Opens the configuration wizard for a highlighted tree component.

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Chapter 2 Introduction

Feature Description
Add Launches a new configuration wizard for a highlighted tree component.
Add Group Launches a group configuration wizard for a highlighted tree component.
Copy Launches a dialog that allows you to create a copy of a highlighted item.
Delete Deletes a highlighted item.
Rename Renames a highlighted item.
Lock Locks a highlighted item.
Unlock Unlocks a locked item.
Find Use to search for names, descriptions, IP addresses, and other data in the tree.
Find Next Repeatedly search for a term.

Figure 19 - Manage

Feature Description
Packages Opens the Package Manager window.
Restore Opens a file browser to let you restore a previously saved ThinManager configuration.
Opens a file browser that lets you back up and save a ThinManager configuration for
Backup emergency restoration. This backup can be automated using the Scheduler.
Restore Biometric Opens a file browser to let you restore a previously saved Biometric database.
Database
Backup Biometric Opens a file browser to let you save your Biometric data.
Database
Use to manually synchronize a pair of ThinManager Servers if you are not using the
Synchronize recommended automatic synchronization.
PXE Server Launches the PXE Server configuration wizard.
ThinManager Server List Opens the ThinManager Server configuration wizard for automatic synchronization.
Opens the DNS configuration wizard to allow ThinManager to resolve names using
DNS Configuration your DNS.
Configure Default Terminal Allows configuration of the default Terminal if you are using auto-creation
of Terminals.
Language
Web Management Allows web access management when it is implemented in the future.
Allows password management of Active Directory accounts. See Manage Accounts
Manage Accounts Management on page 379 for details.
Synchronize Passwords Allows synchronization of passwords between ThinManager and the Active Directory for
the chosen accounts. See Synchronize Password on page 385 for details.
Allows you to use Active Directory, set Password Settings, and select whether to use
Settings (Active Directory) Windows Security Groups or Active Directory Organizational Units. See Settings on
page 386 for details.
Opens the Resolver Management window that lets you Add, Delete, and Edit resolvers
Manage Resolvers added through a mobile device. See Mobile Device Interactions with Location Services on
page 425 for details.
Opens the ThinManager Settings window that lets you define iBeacons and manage
Settings (Resolver) Bluetooth filtering.
Opens the Access Groups dialog box where you create access groups for ThinManager
Access Groups User Services. See ThinManager Access Group Creation on page 324 for details.
Opens the Manage TLS Certificates wizard, where you can generate new certificates, copy,
or import certificates or keys. These certificates include Browser Custom CA Certificate,
TLS Certificate Docker Server CA Certificate, HTTPS Server Certificate, and Syslog Client Certificate. See
See TLS Certificates on page 57 for details.

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Chapter 2 Introduction

Figure 20 - Install

Feature Description
Firmware Package Updates a firmware package, which consists of a firmware version and the modules for
that version.
Firmware Updates the firmware without an update of modules.
Modules Updates a module without an update of the firmware.
Boot Loader Updates the boot loader used in PXE boot.
Chain Loader Updates the chain loader used in PXE boot.
Container Images Launches the Install Container Image dialog box. See Install Container Images on page 90 for
more information.
Licenses Launches the Licensing window to add licenses to ThinManager.
License Mode Selects between the traditional ThinManager licensing or the Rockwell Automation
FactoryTalk activation.
TermCap Database The Terminal Capability Database has information on the abilities of every ThinManager-ready
thin client. A new version is released with every newly supported thin client. Service packs
update the TermCap but this allows you to update the TermCap if a new unit you have is
not listed.
Reports Adds a report and SQL query if you need a newly released one before it is added in a
service pack.

Figure 21 - Tools

Feature Description
Restart Resends the configuration to a highlighted terminal.
Reboot Cycles power to a highlighted terminal and reloads the firmware and configuration.
Cycles power to a highlighted Remote Desktop Server. Although it will give you a warning
Reboot Server prompt, do not use unless you are serious about restarting a Remote Desktop Server. All
sessions end abruptly when the server is rebooted.
Powers off a highlighted virtual machine or thin client with a Wake-On-LAN
Power Off function enabled.
This will power on a highlighted virtual machine or a thin client with a Wake-On-LAN function
Power On enabled.
Calibrate Touchscreen Initiates the calibrate touchscreen program on a highlighted terminal.
Send Message Sends a message to a highlighted terminal.
Enable Re-enables a disabled terminal, Remote Desktop Server, or location.
Disables a highlighted terminal, Remote Desktop Server, or location.
A terminal stops showing the session but shows a ThinManager splash screen. The session
continues to run on the Remote Desktop Server.
A disabled Remote Desktop Server kicks off all the ThinManager thin clients from the Remote
Disable Desktop Server, and forces them to a backup server. The Remote Desktop Server is still
functional and allows RDP connections from other sources. This is useful to force failover to a
backup so you can update your Remote Desktop Servers on the fly.
A location will stop showing the session when disabled.
Clear Clears the event log for the highlighted Terminal or Remote Desktop Server.

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Chapter 2 Introduction

Figure 22 - View

Feature Description
Status Bar Check to display the status bar at the bottom of the ThinManager interface.
Show Connected Only Hides any unpowered or unconnected thin clients. Although it can be useful, it is best left
checked as it can be confusing when the unpowered terminal is hidden.
Launches the Options window with the settings for license notifications, and allows new
Options terminals and users to initiate a Terminal Configuration Wizard or ThinManager User
Configuration Wizard.
Application Use to choose the color scheme for ThinManager.
Tabs Use to choose the tab scheme for ThinManager.
Disable Tab Reordering Check to lock the Detail Pane tabs in their current position. Normally, the tabs can
be rearranged.
Check to lock the Detail Pane tabs in their current position. Normally, the tabs can be dragged
Disable Tab Tear-Off free from the ThinManager console.
Loads the icons into ThinManager defaulted in versions earlier than 13.01.00. When enabled,
Use Original Icons this setting requires ThinManager to be closed and relaunched to take effect.
Opens the Select Reports window that lets you select the reports for the various components.
Select Reports Select the Report tab for a highlighted component to see the actual report or use the Scheduler
to generate a report automatically.
Print Use to print a highlighted Report tab.

Figure 23 - Remote View

Feature Description
Interactive Check to click into and control a shadow session. Clear this option for view-only mode.
Shrinks the shadowed terminal to fit into the details pane. Clear this option to show it in the
Scaled to Window correct resolution with scroll bars to give you a closer view.
Makes the shadowed terminal’s image full screen. Use CTL+ALT+Break to undo full screen. To
Go Full Screen close ThinManager, use ALT+F4.
Send Keys Sends the selected key sequence to a shadowed terminal.
Use to click inside a shadow session and zoom in for detail. This option is dimmed until the
Zoom In Interactive checkbox is cleared.
Use to click inside a shadow session and zoom out for an overview. This option is dimmed until
Zoom Out the Interactive checkbox is cleared.
Use to configure the RDP settings when you connect to a Remote Desktop Server console from
Connect Options ThinManager.

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Chapter 2 Introduction

Figure 24 - Help

Feature Description
About Shows the version and build number of ThinManager.
Help Launches the ThinManager Help.

Customizing the Toolbar

Select More Commands from the Customize Quick Access Toolbar pull-down
menu to launch the Customize window and add icons of frequently
used functions.

Figure 25 - Customize Quick Access Toolbar Menu

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Chapter 2 Introduction

Figure 26 - Customize Window

Feature Description
Choose commands from Use to select commands from each group.
Lists the available command options. Select one and click Add to move it to the
Commands right-hand list to add it to the Quick Access bar. Adjust the order using the up and
down arrows.
Show Quick Access Toolbar Check to move the Quick Access bar.
below the Ribbon

Figure 27 - Quick Access Toolbar

The icons for the selected functions appear in the Quick Launch menu. Click
one to launch that function or wizard.

Icons

ThinManager tree icons show the status of components.

ThinManager Server

The ThinManager Server branch has two ThinManager icons.

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Chapter 2 Introduction

Figure 28 - ThinManager Server Tree Icons

Icon Description
Green ThinManager ThinManager console is talking to the ThinServer.
ThinManager console is not talking to the ThinServer. Right-click on the icon and select
Red ThinManager Reconnect from the menu.

Note: You should not add the second ThinManager Server of a synchronized pair in
the tree of your Primary ThinManager Server. The data is the same.
Adding a second ThinManager Server is intended to display a remote connection to a
different system.

Terminals

The Terminal branch of the ThinManager tree has several different icons.

Terminal Tree Icons

Icon Represents
Dual Monitor A Terminal Group
Lock A Terminal with an open configuration wizard
Exclamation Mark A Terminal with a configuration change that needs a restart
Globe A Terminal with an assigned Location, which is shown in parentheses
Green Monitor A Terminal that is booted and connected to the ThinManager Server
Yellow Monitor A Terminal that is going through the boot process
A Terminal that has a ThinManager User logged in to the Terminal. The user name is shown
User in parentheses.
Red Monitor A Terminal that is either turned off or not able to communicate with the ThinManager Server
Red X A Terminal that was Disabled using the Tools>Disable command

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Chapter 2 Introduction

Display Servers

The Display Server tree has several different icons.

Figure 29 - Display Server Tree Icons

Icon Represents
Blue Server The Remote Desktop Server branch
Server with Folder A Remote Desktop Server Group
Server with Virtual Boxes A Virtual Server defined through the VCenter Server tool
Blue Camera The Camera branch
Camera with Folder A Camera Group
Gray Camera A Camera
Blue Eye The VNC Server branch
Cyan Eye with Folder A VNC Server Group
Cyan Eye A VNC Server

Figure 30 - Remote Desktop Server Icon Colors

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Chapter 2 Introduction

The color stripe on a Remote Desktop Server icon indicates its connection
status.
Icon Represents
Server with Gray Stripe A Remote Desktop Server without an administrative account
A Remote Desktop Server with a connection to the ThinServer using an administrative
Server with Green Stripe account
A Remote Desktop Server with an account but unable to make a connection to the
Server with Red Stripe ThinServer

Note: A red stripe does not mean that a Terminal cannot connect to the Remote
Desktop Server. It only indicates the status of the ThinManager Server to Remote
Desktop Server communication.

Display Clients

The Display Client branch has several icons.

Figure 31 - Remote Desktop Services Display Client Branch Icons

Icon Represents
Dark Gray Server and The Display Client Tree Branch
Blue Monitor
Blue Server and Blue The Remote Desktop Services Branch
Monitor
Light Gray Server and A Remote Desktop Services Display Client
Blue Monitor
Gray Server A Remote Desktop Server assigned to a Display Client

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Chapter 2 Introduction

Figure 32 - Other Display Client Branch Icons

Icon Represents
Dark Gray Server and The Display Client Tree Branch
Blue Monitor
Blue Server and Blue The Remote Desktop Services Branch
Monitor
Blue Camera and Blue Monitor The Camera Branch
Gray Camera and Blue Monitor A Camera Display Client
Gray Camera inside a Blue Box A Camera Overlay assigned to a Display Client
Dark Blue Terminal and Blue Monitor The Terminal Shadow Branch
Light Blue Terminal and Blue Monitor The Terminal Shadow Display Client
Dark Blue Virtual Boxes and Blue Monitor The Terminal Shadow Branch
Medium Blue Virtual Boxes and Blue Monitor The Workstation Display Client
Dark Blue Eye and Blue Monitor The VNC Server Branch
Light Blue Eye and Blue Monitor The VNC Server Display Client

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Chapter 2 Introduction

Figure 33 - Virtual Screen Display Client Branch Icons

Icon Represents
Dark Blue Monitor and Blue Monitor The Virtual Screen Branch
Blue Monitor and Blue Monitor The Virtual Screen Display Client
Blue Square within a Blue Monitor The Virtual Screen Overlay
A Light Gray Server and Blue Monitor A Display Client. Assigned to the Overlay
A Remote Desktop Services Server assigned to the Display Client on the
A Light Gray Server Overlay

Lightning Bolts

Icons with lightning bolts indicate the connection status.

Figure 34 - Lightning Bolts

Icon Represents
Green Lightning Bolt Active connection that is visible in the foreground
An active connection that is not displayed, usually running in the background.
Yellow Lightning Bolt An Instant Failover display client will show servers with a green and a yellow
to show the main and secondary session.
Red Lightning Bolt Defined connection that is not active.

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Chapter 2 Introduction

ThinManager Users

Figure 35 - ThinManager Users Tree

Icon Represents
Light Blue Person The ThinManager User Tree Branch
Two People A ThinManager User Group
Red Person A ThinManager User
A ThinManager User that is logged in to a Terminal or Location. The Terminal is
Red Person with Blue Monitor displayed in parentheses.

Locations

The Globe icon represents the Locations Tree Branch, Locations, Parent
Locations, and Sub-Locations.

Figure 36 - Locations Tree

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Chapter 2 Introduction

VCenter Servers

Figure 37 - VCenter Servers

Icon Represents
Green and Yellow Squares Either the VCenter Tree Branch or a VCenter Server
Gray Building A VCenter Server Datacenter
Blue Virtual Squares A Virtual Machine, both server and workstation

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Chapter 2 Introduction

Notes:

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Chapter 3

Licenses

ThinManager has two license modes, ThinManager Master License and


FactoryTalk Activations.

To choose the licensing mode, follow these steps.


1. Choose Install>License Mode from the ThinManager menu.

The License Mode dialog box appears.

Figure 38 - License Mode

a. To choose ThinManager Master License Mode, click ThinManager


Master License.
b.To choose FactoryTalk Activations License Mode, click
FactoryTalk Activations.
2. Click OK.

ThinManager Master License ThinManager Master License is the traditional ThinManager license, which is
comprised of three components.
Component Description
Provides permission for terminals to connect, and controls which features and functions
Product License the terminals have. Purchase from a ThinManager distributor.
A container for the Product Licenses, which is created by the user on the ThinManager
Master License License site and has the Product Licenses added to it. Activated with the Installation ID
from the Licensing dialog box of the ThinManager application.
A file generated from the Master License and Installation ID on the ThinManager License
Activated License File site. Download and apply to ThinManager.

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Chapter 3 Licenses

Product Licenses are connection licenses purchased from ThinManager


distributors. V-FLEX licenses, which are flexible volume licenses, are available.
Greater detail on ThinManager licenses can be found in the ThinManager Knowledge
Base at https://kb.thinmanager.com/index.php/License_Activation. Another good
reference can be found here,
https://rockwellautomation.custhelp.com/app/answers/answer_view/a_id/1090218/
loc/en_US#__highlight.

ThinManager Redundancy
Standard product licenses are available with redundancy. Enterprise server
licenses include full redundancy.
Redundancy Type Description
Licenses a synchronized pair of ThinManager servers so that one ThinManager server is
Full Redundancy available if the other is offline. Both synchronized ThinManager servers have the
administrative console available.
Licenses a synchronized pair of ThinManager servers so that one is available if the other
is offline, but this option only activates the administrative console on one ThinManager
server—the one designated as the primary ThinManager server. The other ThinManager
Mirrored Redundancy server is designated as the secondary ThinManager server. From the secondary server,
terminals can boot, but the ThinManager console
is view-only.
Licenses one stand-alone ThinManager. If the stand-alone ThinManager goes offline, the
Stand-Alone ThinManager terminals continue to run. However, if a terminal reboots, it waits until the ThinManager
server is online before it can rejoin the system.

Auto-synchronization for Redundancy

To have a Redundant ThinManager system, configure Auto-synchronization


as described in the following steps.
1. From the menu bar on your Primary ThinManager Server, choose
Manage>ThinManager Server List.

The ThinManager Server List Wizard Introduction page appears.


2. Click Next.

The Auto-synchronization Selection page appears.

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Chapter 3 Licenses

Figure 39 - Auto-synchronization Select Page

3. Check Automatic Synchronization and click Next.

The Auto-synchronization Configuration page appears.

Figure 40 - Auto-synchronization Configuration Page

4. Click Edit in the Primary ThinManager Server section.

The Enter the Primary ThinManager Server Information dialog


box appears.

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Chapter 3 Licenses

Figure 41 - Enter the ThinManager Server Information

a. Enter the name of your Primary ThinManager Server in the


ThinManager Server field.
b.Click Discover to automatically populate the IP address in the
ThinManager Server IP field. However, this field can be
completed manually.

Do not click Discover to complete the ThinManager Server IP field manually.

c. Click OK.
5. Repeat step 4 for the Secondary ThinManager Server.
Figure 42 - Auto-synchronization Configuration Page

6. On the Auto-synchronization Configuration page, click Finish to


begin auto-synchronization.

IMPORTANT With a Mirrored Redundancy License, it is important to select the Primary


and Secondary ThinManager Servers carefully because only the Primary
ThinManager Server has an administrative console. The Secondary
ThinManager Server administrative console is view-only.
7. Highlight the ThinManager Server.

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Chapter 3 Licenses

Figure 43 - Synchronization Tab

a. On the Synchronization tab, verify that the server’s Synchronization


State indicates ‘Synchronized’.

Manual Synchronization for Redundancy

Follow these steps to use manual synchronization with a redundant


ThinManager system.
1. On your Primary ThinManager Server, in the ThinManager Server tree,
highlight the green ThinManager icon.
2. From the menu bar, choose Manage>ThinManager Server List.

The ThinManager Server List Wizard Introduction page appears.


3. Click Next.

The Auto-synchronization Selection page appears.

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Chapter 3 Licenses

Figure 44 - Clear Automatic Synchronization Checkbox

4. For manual synchronization, clear the Automatic


Synchronization checkbox.

With mirrored licenses, you must use Automatic Synchronization.

5. Click Next.

The ThinManager Server List page appears with your network


ThinManager Servers displayed.

Figure 45 - ThinManager Server List Page

6. (Optional) Highlight a server and use the up and down arrows to change
the order of the servers in the list.

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Chapter 3 Licenses

7. (Optional) Highlight a server and click Remove Server to eliminate it


from the ThinManager server list.
8. (Optional) Click Add Server to add a server to the list.

A dialog box appears, in which you can define a new


ThinManager server.

Figure 46 - ThinManager Server Definition Dialog

a. Enter a ThinManager Server name.


b.Click Discover to automatically populate the ThinManager Server
IP field. Also, this field can be completed manually.
c. Click OK.
9. Click Finish to complete your changes.

ThinManager License Process

Follow these steps to license ThinManager.


1. Purchase a Product License from a ThinManager distributor.
2. If you have a redundant product license, synchronize two ThinManager
Servers. See Auto-synchronization for Redundancy on page 40.
3. Go to the ThinManager Licensing site at https://thinmanager.com/
licensing/.
4. Log in to the site or register as a new user, and log in with the new user
account.
5. Click the Create Master License link on the License Site menu bar.
6. Enter a description and complete the other fields.
7. Click Create.

The License site displays the Master License.

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Chapter 3 Licenses

Figure 47 - Master License

8. Click Add Product License and enter the Product License.


9. Once the Product License is added, click Activation.

The Licensing dialog box appears.

Figure 48 - Stand-alone ThinManager Installation ID

10.Enter the Installation IDs, which are found in the Licensing dialog box
when y0u choose Install>Licenses.

A stand-alone ThinManager has a single Installation ID at the bottom of


the Licensing dialog box.

A synchronized ThinManager system displays both the Primary and


Secondary Installation IDs at the bottom of Licensing dialog box.

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Chapter 3 Licenses

Figure 49 - Primary and Secondary Installation IDs

11. Once the Installation IDs are added, scroll down and click Create at the
bottom of the Master License form.
12.Click the Download License link and save the license file.
13. Move the license file to the ThinManager Server but not into the
ThinManager folder.
14. Choose Install>Licenses in the ThinManager menu to open the
Licensing dialog box.
Figure 50 - Install License

15. Click Install License.

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Chapter 3 Licenses

Figure 51 - File Browser

16. Browse to the License file and click Open.


Figure 52 - Install Master License

A properly installed license is indicated.


17. Click OK.
Figure 53 - Installed License

A successfully installed license is shown in the Master License Number


field, the Product Licenses are listed in the center section, and the
Installation ID shows in the bottom field.
18.Click Done.

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Chapter 3 Licenses

FactoryTalk Activations The other license mode—besides ThinManager Master License—is


FactoryTalk Activations.

Follow these steps to enter FactoryTalk Activations mode.


1. From the ThinManager menu, choose Install>License Mode to open the
License Mode dialog box.
Figure 54 - License Mode

2. Click FactoryTalk Activations and OK.

FactoryTalk Activation Files

FactoryTalk Activation binds Rockwell Automation software product licenses


to specific devices. Without activation, some Rockwell Automation products
do not run, run with less than full functionality, or they run for a limited time
and shut down. Therefore, before you can proceed with FactoryTalk
Activations in ThinManager, you must create activation files via the
FactoryTalk Activation Manager.

Figure 55 - FactoryTalk Activation Manager Home

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Chapter 3 Licenses

When FactoryTalk Activation Manager is started, it detects whether an


Internet connection exists. Available options for obtaining new
activations differ depending on your Internet connectivity status. In
FactoryTalk Activation Manager, click Help to find instructions on
activation options.
3. Return to ThinManager and choose Install>Licenses to open the
FactoryTalk Activations dialog box.
Figure 56 - FactoryTalk Activations

4. Click Add Activations.

The Add Activations to ThinManager dialog box appears, searches for


and displays FactoryTalk activations.

Figure 57 - Add Activations to ThinManager

5. Highlight the license to use with ThinManager, and, when enabled, in


the Enter the number of activations to add to ThinManager field, specify
how many licenses to add.
6. Click OK.

The FactoryTalk Activations dialog box appears and shows the


FactoryTalk licenses transferred.

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Figure 58 - FactoryTalk Activations

7. Click OK.

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Notes:

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Chapter 4

ThinManager System

There are three types of ThinManager system users: Windows™ Users,


ThinManager Security Group Users, and ThinManager Users. The Windows
Users may be local or domain accounts.

Windows Users Windows Users are the Microsoft™ accounts created in Windows that allow
access to the Windows Remote Desktop Servers. These are configured within,
and authenticated by, Windows. They can be given varying levels of access and
power using Windows User Groups and Group Policies.

All users and terminals need a Windows account to log in to a Remote Desktop
Server. These accounts need to be members of the Remote Desktop
User Group.
As a Microsoft best practice, each Terminal or Location needs a unique
Windows account.
It is always a best practice to follow the principle of least privilege. Provide accounts
used for auto-login of Windows sessions only with the privilege required to access
the desired applications. For example, never use a Domain Administrator
for auto-login.

ThinManager 8 introduced Active Directory integration to the ThinManager


system, which is covered in Active Directory User Login Account on page 301.

ThinManager Security ThinManager Security Group Users are Windows User Group members who
Group Users were configured, in the ThinManager Server Configuration Wizard, to have
varying levels of access and control within the ThinManager program. This
pertains to access to the administrative console of ThinManager, not access to
a Windows application.

ThinManager Security Groups are configured on the ThinManager Security


Groups page of the ThinManager Server Configuration wizard. See
ThinManager Server Configuration Wizard on page 571.

ThinManager Users ThinManager Users can go to a ThinManager-ready thin client and receive
access to specific display clients based on their membership in an Access
Group. ThinManager performs authentication a level above the Windows
login. Formerly called TermSecure, this feature is currently integrated into the
Relevance suite of functions.

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ThinManager User Services give additional powers to grant or deny access to


Windows applications but still rely on a Windows user account to log in to a
Remote Desktop Server.

The following are various strategies for ThinManager Users.


• For a Terminal-specific Application, a user does not need a Windows
account; but permission from an Access Group is required to open a
hidden application.
• If a user is accessing their own User-specific Applications, they need a
Windows account associated with them so they can log in and start these
sessions. The ThinManager User can be created:
• From an Active Directory account
• To match the name of a Windows account, and use that Windows
account without using Active Directory
• With one name and be associated to a Windows account of a different,
aliased name

See Active Directory User Login Account on page 301 for details.

ThinManager User Manual Unlock

Locked ThinManager User accounts that are not Active Directory accounts can
be manually unlocked in the ThinManager Admin Console. Typically, user
accounts are locked after excessive unsuccessful login attempts. The number
of attempts allowed is set by the Account Lockout Policy setting in
ThinManager. Locked ThinManager ThinManager User accounts can be
unlocked at any time, regardless of the Account Lockout Period duration.
When Active Directory user accounts are locked due to excessive incorrect login
attempts, the account must be unlocked in Active Directory.

Locked ThinManager User accounts are indicated by a dialog box displayed on


the terminal. See Figure 59.

Figure 59 - ThinManager User Account Locked

To manually unlock a ThinManager User account, follow


these steps.
1. Click OK in the dialog box on the terminal.

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Figure 60 - ThinManager Users Pane

2. In ThinManager Admin Console, click Users to display the non-Active


Directory user account.
3. Right-click on the locked user account, and then click Modify.

The ThinManager User Information page of the ThinManager User


Configuration Wizard appears.

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Figure 61 - ThinManager User Information page

4. Click Password Options.

The Password Maintenance Options page appears.

Figure 62 - Password Maintenance Options page

5. Click Unlock, and then click OK to close the wizard.

The user account is unlocked. Return to the terminal and attempt to log
in to the user account again.

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TLS Certificates Complete management of a thin client solution sometimes requires


connections to outside applications, logs, or servers. To secure those
connections, certificates can be installed into the system or generated
by ThinManager.

The Browser Custom CA Certificate allows for installation of a certificate to


secure the communications with web-based applications. When you leverage a
web browser container display client on a terminal, ThinManager must be
made aware of the web server's certificate to which the client connects.

The Docker Server CA Certificate is required to establish a connection to a


Docker server-hosted container. For more information, see Install the TLS
Certificates on page 98.

ThinServer hosts an internal HTTPS server, which is leveraged for delivery of


some larger modules when enabled. The HTTPS server must be enabled in
order to use the API endpoints. When connecting to the API, the HTTPS server
certificate must be installed to have a secure communication. The certificate
can be generated in ThinManager and installed in the directory where your
web browser is directed to look for certificates. The default for many web
browsers is the Trusted Root Certification Authorities directory.

The Syslog Client Certificate allows for secure connections when the syslog
logging is enabled. For more information, see SysLog Configuration Page on
page 575.

Figure 63 - Manage TLS Certificates

API Representational State Transfer (REST)-conforming API can be used to assist


in deployment and maintenance of the ThinManager system.

The API can be enabled during ThinManager installation, or post-installation,


via the ThinManager Server Configuration Wizard for versions 13 and later. An
optional checkbox appears in the installer.

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Figure 64 - Enable API checkbox

API endpoint documentation is intended to be accessed via a web browser,


which can be found at https://[thinserverhostIP]:[HTTPS port]/api/
documentation. For example, to connect with the default port when
ThinServer is installed on the local host, navigate to https://localhost:8443/api/
documentation. The API supports GET, POST, PUT, and DELETE methods.

See HTTPS Server Settings Page on page 591 for more details.

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Chapter 5

Sources

There are three possible ThinManager sources: Remote Desktop Servers, IP


Cameras, and VNC Server.

Remote Desktop Microsoft servers with Remote Desktop Services, formerly known as Terminal
Services, provide the foundation of thin client computing, which consolidates
Servers management of the Windows environment to mainframe architecture. In this
document, Remote Desktop Server refers to the computer and operating
system, while Remote Desktop Services refers to the connection using the
Remote Desktop Protocol.

To configure Remote Desktop Servers as sources:


• First, you need to build and configure the server using standard
Microsoft practices.
• Second, you need to define the server as a Display Server
in ThinManager.

Microsoft Configuration
Refer to Microsoft for instructions on the use and configuration of
a Microsoft server.
Here are a few common tips.
• Build a Remote Desktop Server with Microsoft 2008, 2008R2, 20012, 2016 or 2019 Server operating system.
Enable Terminal Services in 2008 Server or Remote Desktop Services in 2008R2, 2012, and 2016 Server.
The 2012 and 2016 Servers usually require a domain.
• Create a Microsoft Licensing Server and add a Remote Desktop Services Client Access License
(RDS CAL) for each thin client. These are called Terminal Services Client Access Licenses (TS CALs) in Server
2008 and earlier. This does not need to be a separate physical server but can be a role added to an existing
server. The servers also require a normal CAL.
• Create a unique Microsoft user profile for each Terminal on the Remote Desktop Server. Make sure that the
user is a member of the Remote Desktop Users Windows group.
• Apply appropriate security to each user profile using the standard Microsoft techniques.
• Install all applications in the Install Mode. This can be done by typing change user /install in
a command window or by using the Install Application on Remote Desktop Server in the Control Panel.

Defining Remote Desktop Servers in ThinManager

Once the Remote Desktop Servers are built, you must define them as Display
Servers in ThinManager.

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Display Servers Branch of the ThinManager Tree

Perform the following to define Remote Desktop Servers as Display Servers.


1. Right-click RDS Servers in the Display Servers branch of the
ThinManager tree.

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2. Choose Add Remote Desktop Server to launch the Remote Desktop


Server Wizard Introduction page, which provides instruction about
DNS servers.

IMPORTANT If you are using a DNS server, click Cancel to close the Remote Desktop
Server Wizard. Click Manage>DNS Configuration. The Domain Name
Server Wizard appears where you define a DNS server.
3. Click Next.
Figure 65 - Introduction - Remote Desktop Server Wizard

Non-Domain Remote Desktop Server

The Remote Desktop Server Name page allows you to define the Remote
Desktop Server.

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Figure 66 - Remote Desktop Server Name Page – Non-Domain

To define the Remote Desktop Server, perform the following steps.


1. Enter the Remote Desktop Server Name.
2. Click Discover to validate the server name and auto-populate the
IP address.
3. Complete the Log In Information fields to add an administrative
account on the Remote Desktop Server.

This step is required for SmartSession load balancing and server


management from ThinManager as the Microsoft server only provides
information to an administrator. The ThinServer connects to the
Remote Desktop Server to retrieve CPU, Memory, and Session status for
load balancing.
4. Click Change Group to add the Remote Desktop Server into a Remote
Desktop Server Group.
5. Run the Remote Desktop Server Wizard for each Remote Desktop Server
you want to add to the system.

Domain Member Remote Desktop Server

On the Remote Desktop Server Name page, the Search function allows you to
search for a domain user account for the administrative login.

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Figure 67 - Remote Desktop Server Name Page - Domain

Perform the following to search for a administrative account.


1. Click Search.

The Search for AD User dialog box appears, which allows you to select an
Active Directory user.

This adds an administrative account to the Log In Information fields of


the Remote Desktop Server Name page.

Figure 68 - Search for AD User

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Feature Description
Locations Click and the Select AD Location to Search dialog box appears, where you choose which Organizational
Unit (OU) to search
Recurse Check this option to set the Search function to look in nested Windows Security Groups. To enable this
function, set Choose AD Synchronization Mode to Security Group on the Active Directory System Settings
dialog box to work. To open the Active Directory System Setting dialog box, click
Manage>Active Directory>Settings.
Search Searches the selected OU and populates the Name field with the OU members
Filter Filters the results with either the Contains or Starts with function and the entry of the text box
2. Click Locations.

The Select AD Location to Search dialog box appears.

Figure 69 - Select AD Location to Search

3. Choose the branch of the Active Directory tree that contains the
administrative user account.
4. Click OK.

The location appears in the Search for AD User dialog box with the list of
domain users from that branch.

Figure 70 - Search for AD User

5. Choose the desired user and click OK.

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The domain user is populated to the User Name field of the Remote
Desktop Server Name page.

Figure 71 - Remote Desktop Server Wizard - Log In Information

6. Complete the Password field.


7. Click Verify to check whether the password is valid.

If correct, the Account Verify dialog box indicates that the password
is valid.

Figure 72 - Account Verify Dialog

8. Click OK to return to the Remote Desktop Server Name page.


9. Click Next to continue in the wizard.

The Terminal Server Capabilities page appears.

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Figure 73 - Terminal Server Capabilities - Terminal Server Options

10.To use the Remote Desktop Server with SmartSession, check Available
for Display Clients using SmartSession and click Next.

The Data Gathering page appears.

Figure 74 - Data Gathering

11. On the Data Gathering page, set the speed and frequency with which
ThinManager polls Remote Desktop Servers. This covers both
SmartSession and the data on the Users, Sessions, and Processes tabs of

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the server. Fast is the default Data Gathering Interval, but the interval
can be changed for less frequent polling or to a custom value.
Figure 75 - SmartSession Configuration

If Available for Display Clients using SmartSession was checked to load


balance on the Remote Desktop Server Capabilities page, then the
wizard shows the SmartSession Configuration page.
Values are not prevented from exceeding the maximum or minimum. The values
represent the levels that ‘No Utilization’ or ‘Full Utilization’ is reached.

See SmartSession on page 144.


12.Click Finish to accept the changes and close the wizard.
13. Repeat this process for each Remote Desktop Server in use.

Citrix Servers
Citrix™ StoreFront is fully supported with ThinManager 12.1 and later when using
container images with the embedded ICA client. See Containers on Thin Clients on
page 82.

Support for Citrix ICA was deprecated starting with ThinManager Server 9.0.
By default, the ability to configure a Remote Desktop Services Display Client to
use Citrix ICA was removed. This was deprecated because ICA is a proprietary
protocol that prevents it from being fully supported by all of the latest features
of ThinManager such as mobile clients, Tiling, Virtual Screens, and so on. With
that said, it is still possible to enable ICA in ThinManager.

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To allow ICA configuration for ThinManager 9.0 and newer, follow these steps.
1. Open the registry editor and navigate to the option for your deployment.

32-bit Windows, or 64-bit ThinManager on 64-bit Windows:


• HKEY_LOCAL_MACHINE\SOFTWARE\Automation Control
Products\ThinManager

32-bit ThinManager on 64-bit Windows:


• HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Automation
Control Products\ThinManager
2. Add a new DWORD value named SupportICA with a value of 1
3. Restart the ThinServer service.
4. For redundant systems, make this change on both servers.

This is a one-time change that does not need to be made again; for example,
after an upgrade.
ThinManager only supports the Citrix PNAgent on direct connections. Therefore, Citrix
7.x and later installations must enable PNAgent since it is no longer enabled by
default. Citrix StoreFront is supported with containers in ThinManager version 12.1
and later.

Automatically Find Remote Desktop Servers

ThinManager has a search function that finds Remote Desktop Servers on the
network to speed your configuration.

Figure 76 - Remote Desktop Server Branch - Display Servers Tree

To find Remote Desktop Servers on the network, follow these steps.


1. Go to the Remote Desktop Server branch of the Display Server tree.
2. In the Display Server tree, right-click RDS Servers and choose Edit
Remote Desktop Server List.

The Remote Desktop Server List Wizard appears.

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Figure 77 - Remote Desktop Server List Wizard

3. Click Find Servers.

The Available Remote Desktop Servers dialog appears.

Figure 78 - Available Remote Desktop Servers

The Available Remote Desktop Servers list shows all Remote Desktop Servers
that ThinManager can communicate with in a workgroup.
4. Choose the Remote Desktop Server to add and click OK.

The Remote Desktop Server Wizard appears, displaying the name and IP
address.
5. Use the WorkGroup to search field to expand the search. Enter the
workgroup and click Find to search again.

Remote Desktop Server Graph

The Remote Desktop Server Graph allows you to see the performance levels of
the server.

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Figure 79 - Remote Desktop Server Performance Graph

To view the performance levels of a Remote Desktop Server, highlight a


Remote Desktop Server in the RDS Servers branch of the Display Servers tree
and click the Graph tab.

CPU Usage, Memory Usage, and Total Sessions are the values that
ThinManager uses to calculate the SmartSession resource load.
This graph is only displayed for Remote Desktop Servers that have a valid
administrative account on the Remote Desktop Server Name page, have
Available for Display Clients using SmartSession checked, and have an active
connection (green-light status) to the ThinManager Server.

Remote Desktop Server Status

Remote Desktop Server Status shows the connection status between


ThinManager and the servers.

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Figure 80 - Remote Desktop Server Status

To show the connection status between ThinManager and the servers,


highlight the RDS Servers branch of the Display Servers tree and click the
Status tab.

Ideally, the Remote Desktop Servers are configured properly so that


ThinManager communicates with them and is able to pull load status into
ThinManager for use in management and SmartSession load balancing.

Figure 81 - Remote Desktop Server Status Lights

Status Color Meaning


Green ThinServer can talk to the Remote Desktop Server and pull data
using the administrative account you are using. “OK” is displayed
as the Value on the Status tab.
Red The server is offline or the administrative account failed to connect
to the server.
Gray The administrative account was left blank, and the ThinManager
Server is not trying to communicate with the server. “No login
information supplied” is the Value displayed on the Status tab.
A Red or Gray status does not mean that the Terminals cannot log in and run on the
servers. These colors only indicate the ability of ThinManager to access the
resources on the server.

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Solutions to Failed or No Connection


• For a gray status, reopen the Remote Desktop Server Wizard and enter
an administrative account in the Log In Information fields on the
Remote Desktop Server Name page.
• For a red status with a Value of “User specified does not have permission
to connect,” re-open the Remote Desktop Server Wizard and correct the
administrative account in the Log In Information fields on the Remote
Desktop Server Name page.
• For a red status with a Value of “The RPC Server is unavailable” or
“WTSAPI32.dll failed,” then the Remote Desktop Server is offline or
missing the Terminal Services/Remote Desktop Protocol role.

Local Administrative Login for ThinServer

Sometimes, large domains have issues where the connection times out before
the domain controller validates the user name. To correct this issue, create a
local administrative user account on each server, then have the ThinServer log
in with this account. This speeds up data retrieval.

Figure 82 - Services in Windows 2016

To change the ThinServer service login in Microsoft Services on your


ThinManager Server, follow these steps.
1. To access the Windows Services dialog box, choose Control
Panel>System and Security>Administrative Tools>Services, or choose
Server Manager>Tools>Services.
2. Double-click on the ThinServer service. The ThinServer Properties dialog
box appears.

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Figure 83 - ThinServer Properties

3. Click the Log On tab.


4. To change the log in account from the Local System account, click This
account and specify the local administrative account. Make sure it is a
member of the Administrative Group.
5. Click OK and restart the ThinServer service to apply the changes to
the login.

Disable Remote Desktop Servers

ThinManager allows you to disable a Remote Desktop Server, which is useful


for failover tests and updates. This feature allows you to move servers offline,
one at a time, for updating. This action forces ThinManager-controlled thin
clients to drop their connections and switch to an alternate server. This is
useful for testing Failover and Instant Failover because the Terminals should
switch to a back-up server. The network card on the server is not disabled—you
can make RDP connections from a PC; but ThinManager thin clients stop
using the server.

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Figure 84 - Disabled Remote Desktop Servers in Display Clients

To disable a Remote Desktop Server, follow these steps.


1. Highlight the Remote Desktop Server icon in the Display Servers tree
and choose Tools>Disable.
2. Once the Remote Desktop Server is disabled, reset the sessions on the
Sessions tab. Right-click a session and choose Reset Session. Once the
server is clear of sessions, patch and update the server and applications,
and even reboot it if necessary. This does not impact production as all
the Terminals are using a backup server.
3. Once the task is complete, choose Tools>Enable to allow the Terminals to
use the server again.

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Remote Desktop A Remote Desktop Server Group can be created to speed configuration by
Server Group selecting a pool of servers instead of an individual server.

Figure 85 - Add a Remote Desktop Server Group

To add a Remote Desktop Server Group, follow these steps.


1. In the Display Servers branch, right-click RDS Servers and choose Add
Remote Desktop Server Group.

The Remote Desktop Server Wizard appears.

Figure 86 - Remote Desktop Server Name Page

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2. Enter a name for the Remote Desktop Server Group.


3. Click Gateway.

The RDP Gateway dialog box appears.


The RDP Gateway allows Remote Desktop Servers to use the Microsoft
RDP Gateway to connect to resources on other subnets.

Figure 87 - RDP Gateway

4. Enter the Gateway Name, Username, and Password.


5. Click OK.

The Remote Desktop Server Group is created as an empty group as shown on


the Remote Desktop Server Order page.

Remote Desktop Server Order Page

The Remote Desktop Servers are added individually in the Remote Desktop
Server Wizard.
6. Double-click on the server under RDS Servers in the Display Server
branch.

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The Remote Desktop Server Name page of the Remote Desktop Server
Wizard appears.

Figure 88 - Remote Desktop Server Name Page

7. Click Change Group.

The Select Parent Remote Desktop Server Group dialog box appears.

Figure 89 - Select Parent Remote Desktop Server Group

8. Choose the desired Remote Desktop Server and click OK to accept the
changes.

The chosen Remote Desktop Server is populated to the Change


Group field.

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Figure 90 - Remote Desktop Server Name Page with RDS Group Membership

The Remote Desktop Server is now a member of the Remote Desktop


Server Group.
9. Repeat as needed.
Figure 91 - Remote Desktop Server Group with Member Remote Desktop Servers

The tree shows the member Remote Desktop Servers in the RDS
Servers group.

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Figure 92 - Remote Desktop Server Order Page

Button Description
Up Moves a highlighted Remote Desktop Server up in the priority list.
Down Moves a highlighted Remote Desktop Server down in the priority list.
10.Open the Remote Desktop Server Group wizard and navigate to the
Remote Desktop Server Order page to view the members of the Remote
Desktop Server Group.

The Remote Desktop Servers are used in the order listed.


11. Highlight a member server to move, then use the Up and Down buttons
to change the order.
12.Click Finish.

Remote Desktop Server Groups and Display Clients

The Display Client Wizard appears differently when Remote Desktop Server
Groups are configured versus not configured. The following steps depict when
no Remote Desktop Server Groups are configured.
1. In the Display Clients branch, double-click a Display Client.

The Display Client Wizard appears.


2. Click Next until the Display Client Members page appears.

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Figure 93 - Display Client Members Page

3. Click Add.

The Select Remote Desktop Server or Group dialog appears, from which
you may select a Remote Desktop Server Group, an individual Remote
Desktop Server, or a Remote Desktop Server that is a member of a
Remote Desktop Server Group.

Figure 94 - Select Remote Desktop Server or Group

4. Highlight the desired Remote Desktop Server or group and click OK.
5. Repeat as needed.

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Once a Remote Desktop Server or group is selected, it appears in the


Selected Remote Desktop Servers list.

Figure 95 - Display Client Wizard – Display Client Member Page

Feature Description
Use RD Gateway Prompts the Display Client to use the Microsoft RD Gateway.
Bypass RD Gateway Allows the Display Client to use a Remote Desktop Server without going through the RD Gateway if
server for the Terminal and Remote Desktop Server are on the same subnet.
local address

Navigation through the remaining Display Client Wizard pages follows those
displayed when no Remote Desktop Server Groups are configured.

Containers ThinManager version 12 introduced Containers as a method of delivering


content, leveraging Docker\ container technology. Containers allow web-
based applications to be decoupled from Remote Desktop Services. Linux
Images that only contain the necessary files to run an application are installed
in ThinManager. These available Images include Chrome, Firefox, Chrome
with Citrix (.ica support), and Firefox with Citrix (.ica support). Instances of
these Images are called Containers. Terminals are then able to display and
interact with the Container running the specific application.

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There are two methods to deliver content with Containers:


1. Containers on thin clients (released with ThinManager version 12.1)
2. Containers on servers (released with ThinManager version 12.0)

Containers on Thin Clients


Hosting Containers on thin clients is new with ThinManager version 12.1.
Previously, all web-based content required Windows servers using (Docker)
Containers or Remote Desktop Services. These methods required resources
such as RAM and CPU to be consumed locally on these designated servers.
When electing to run containers on thin clients, the required resources to run
the web-based session is sourced from the designated thin client.

These steps illustrate how to create a Container Host Display Client to run on a
thin client. For containers running on thin clients, a Display Server does not
need to be created.

Figure 96 - Add a Display Client

1. Under the Display Client tree, right-click Container Host and choose
Add Display Client.

The Client Name page of the Display Client Wizard appears.

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Figure 97 - Client Name Page

2. Type the Client Name.


3. From the Container Application pull-down menu, choose a container
application.
Container Application Description
firefox Launches the application with a Firefox browser.
chrome Launches the application with a Chrome browser.
Launches the application with a Chrome browser with the capability to launch .ica files.
chrome_with_citrix_client This is compatible with Citrix StoreFront.
Launches the application with a firefox browser with the capability to launch .ica files.
firefox_with_citrix_client This is compatible with Citrix StoreFront.
4. Click Next through the wizard until the Select Container Hosts
page appears.

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Figure 98 - Select Container Hosts Page

5. Choose the method to run a container on a thin client.


Container Application Description
Check to run the container on the thin client where the display client is assigned. The
Run container on thinclient application uses resources from the local thin client. Clear this checkbox to make the
Available Container Hosts/Selected Container Hosts option available.
Use the arrows to choose a thin client to host the Display Client. The container utilizes the
Available Container Hosts/ Selected Container Hosts’ resources to run the application rather than the resource of the
Selected Container Hosts terminal on which the Display Client is applied. This option is available when the Run
container on thinclient checkbox is cleared.
6. Click Next.

The Container Properties page appears.

Figure 99 - Container Properties Page

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7. Type the number of gigabytes of memory to allocate to the container in


the Memory field. Adjust as needed. At least 1 GB is recommended, but it
may need to be increased based on a specific application.
8. Check the Preserve browser cookies checkbox to store browser cookies in
ThinServer and restore cookies when a new container is created for the
terminal or user.
9. Click Next.
Figure 100 - AppLink Path Page

10.Type the application URL.


11. Click Finish to close the wizard.
12.Apply the Display Client to the terminal.
13. Restart the terminal.

Terminal Profile Setup for Containers

There are a few configuration requirements for terminals that are Container
Hosts. Also, it is recommended that a terminal have at least 8 GB of RAM to
host containers. This varies based on the application that runs inside
the container.

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Figure 101 - Terminal Hardware Page

1. For terminals that are Container Hosts, you must run at least Terminal
Firmware Package 12.1.0-9.2 (shown as 9.2 in the Terminal Firmware
Package drop-down menu). When this firmware is selected, an
additional setting appears on the Terminal Mode Selection page of the
wizard. Additional download and installation of terminal firmware
package 12.1.0-9.2 or greater may be required.
Figure 102 - Terminal Mode Selection Page

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2. Complete the Container Hosting section of the Terminal Mode Selection


page per these descriptions.
Setting Description
Check to allow Enable Container Hosting and Enable Container Hosting for other
Group Setting Terminals settings to be applied to all terminals in the Terminal Group. This can be
applied at the Terminal Group level only.
Enable Container Hosting Check to enable Container Host Display Clients to run on this terminal.
Enable Container Hosting for Check to allow this terminal profile to appear in the Container Host Display Client Wizard
other Terminals to host containers for other thin clients.
Settings Click to launch the Container Host Settings dialog, where you can change Ram Disk Size.

Figure 103 - Container Host Settings

3. Type the Ram Disk Size in gigabytes into the field and click OK.
Setting Description
This value is the total write space of the container. The required minimum RAM Disk
Space allocated is at least 4 GB. The default value is also 4 GB. This value varies per the
application. It can be determined by the following formula:
Ram Disk Size (GB) [RAM Disk Size (GB)] = [Installed Container Image] + [Compressed Container
Image] + [300 MB Docker Engine] + [Swap and Temporary Files Space], where RAM
Disk Size (GB) cannot exceed the total RAM of the thin client.

The RAM Disk Size and container Memory size are independent settings. The sum of
RAM Disk Size and container Memory may not exceed the total physical memory
(RAM) available on the thin client.

Containers on Servers using Windows Server 2019

ThinManager leverages open-source Docker container technology for running


Containers on servers. Container Deployment is similar to the deployment of
Remote Desktop Services Servers.
1. Create a Windows 2019 Server and install Docker.
2. Install the Container image in ThinManager.
3. Define the Container Host as a Display Server.
4. Define the Container as a Display Client and add the Container Image to
the Container Display Client.
5. Apply the Container Display Client to the Terminal.

The Container Host needs two TLS Certificates and a TLS key installed,
which provides secure authentication between the Container Host and
the ThinServer service. The certificates can be generated with the TLS
Certificate tool in ThinManager.
6. Generate the two certificates and the key, and move them to the Docker
Container Host.

On boot, the thin client requests a connection to the container from


ThinManager, which starts a container instance, if not already running, and
returns the connection details to the thin client. Then, the thin client
establishes a connection directly to the container.

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This section shows the steps to configure the Container system in


ThinManager, then covers the Certificate process once ThinManager is
configured. It is possible to create the certificates during the ThinManager
configuration process, but it is easier to understand if it is done as
one procedure.

Container Host Server Installation

To make the selected server a Docker Container server, the script


Install-Docker.ps1 installs Hyper-V and Containers Roles.
Windows Server 2019 with Internet connection is required for the Docker
Container Server solution in ThinManager. Offline installation is not available
as the Internet is necessary to download files from Microsoft Servers and
Rockwell Automation Servers.

If a virtual machine is not used, skip to Running the Script. To prepare your
virtual machine, follow these steps to enable nested virtualization.

If a Hyper-V virtual machine is used, this setting can be set using PowerShell.
1. Power off the Docker Container Server virtual machine.
2. On the Hyper-V host, open PowerShell as an Administrator.
Figure 104 - Windows PowerShell

3. Type the following command:


Set-VMProcessor -VMName [VM Name]
-ExposeVirtualizationExtensions $True
where [VM Name] is replaced by the Docker Container virtual machine
name. See Figure 105.
Figure 105 - Type Command into PowerShell

4. Press Enter to run the command.

If you use a VMware virtual machine, this setting can be configured under
Virtual Machine Settings.
1. Power off the Docker Container Server virtual machine.
2. Navigate to Virtual Machine Settings.

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Figure 106 - Virtual Machine Settings

3. Click the Hardware Tab, and select Processors.


4. Under the Virtualization engine properties section, check
Virtualize Intel VT-x/EPT or AMD-V/RVI.
5. Click OK.

Run the Script

Once the designated Server 2019 has Internet connectivity, run the script
Install-Docker.ps1 located in the installer files at:
\Common\12.0.0-ThinManager\Install-Docker.ps1
or at downloads.thinmanager.com.

The Install-Docker.ps1 script has two components: the Installation of Hyper-V


and the installation of Container roles. The virtual machine restarts during the
installation processes of the Hyper-V and Containers roles, as required.
You must manually initiate the script a second time during this installation process
as detailed below.
1. Open PowerShell as an Administrator.

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Figure 107 - Windows PowerShell

2. Change the file directory as necessary to match the location of


Install-Docker.ps1.
Figure 108 - Install Script

3. Type:
".\Install-Docker.ps1 -AllowFirewall -Restart".
and press Enter to run the script. See Figure 108.
Switch Description
Creates a Windows firewall rule, Docker SSL Inbound, to allow TCP2376, the default port for Docker. If
-AllowFirewall this is not specified in this PowerShell command, it must be added manually to the Windows
firewall rules.
Automatically restarts the server after the installation of Hyper-V and Docker Containers. If it is omitted,
-Restart the script prompts if a restart is required.
-Verbose Enables more in-depth information about command processing.
4. Once the server restarts, repeat steps 1 through 3 to initiate the
Install-Docker.ps1.
5. To complete the installation, restart the Docker service in Windows
Services or restart the server.

For more information on the script, type the command:


Get-Help .\Install-Docker.ps1

Install Container Images

The Container images are included as part on the ThinManager installation.


Additional containers can be installed into ThinManager, similarly to
firmware packages, as they become available. Installed containers can be
downloaded from https://downloads.thinmanager.com/. The Installed
Containers indicate the version of the container if Browser Cookies are stored
for that container, and if the container is signed with a Rockwell Automation
certificate. Technical support associated with a Software Maintenance
contract is limited to containers provided and signed by Rockwell Automation,
and does not extend to custom containers.

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Figure 109 - Install Container Images

To install container images, follow these steps.


1. Choose Install>Container Images.

The Install Container Image dialog box appears.


2. Click Install.

The File Browser appears.


3. Selecting the Container Image *tar.gz file
4. Click Open.

The Container Image is installed.

Define the Container Host Display Server

The Container Host is a new branch of the Display Server branch of the
ThinManager tree.

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Figure 110 - Container Hosts in Display Server Branch

1. Right-click on the Container Hosts icon and choose Add Container Host.

The Container Host Wizard appears.

Figure 111 - Container Host Wizard

2. Type the name of the Container Host in the Name field.


3. Type the IP address in the IP Address field.
4. Type the port number that is used for the container connection. Port
2376 is the default port number, but it can be changed in the wizard if it
was changed on the Container Host.
5. Click Finish to exit the Container Host Wizard.
You must click TLS Certificate to open the TLS Certificate dialog box, which allows
you to save the Server Certificate and Server Key. See Install the TLS Certificates on
page 98.

Define the Container Host Display Client


The Container Host is a new branch of the Display Clients branch of the
ThinManager tree.

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Figure 112 - Container Host in Display Clients Branch

1. Right-click on the Container Host icon and choose Add Display Client.

The Display Client Wizard appears.

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Figure 113 - Display Client Wizard

2. Type the name of the display client in the Client Name field.
3. Choose an installed Container Image from the Container Application
pull-down menu. The Firefox browser is the default Container Image.
See Install Container Images on page 90 for more information on
installed Container Images.
4. Click Next.

The Display Client Wizard continues with the typical pages and settings.

The Select Container Hosts page of the Display Client Wizard allows the
selection of a Container Host much like Remote Desktop Servers are selected
in Remote Desktop Server Display Clients.

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Figure 114 - Select Container Hosts Page

5. Select the Container Host of your choice for the Display Client.
6. Click Next to continue with the wizard.

The Container Properties page shows the maximum size the Docker
Container uses. By default, the maximum size is 1 GB, but it can
be changed.

Figure 115 - Container Properties

7. Click Next to continue.

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8. The final page of the Container Display Client Wizard, which uses the
Firefox web browser Container Image, allows you to specify the web
content to be displayed through the Start URL field.
Figure 116 - AppLink Path Page

9. Type the URL of the desired web content to display.


10.In the Other Command Line Options field, type --kiosk.

The Firefox browser is put into Kiosk Mode, which prevents user access
to the address bar. The content is displayed without the toolbar, menu,
and URL field.
11. Click Finish to close the Wizard.

Apply the Container Display Client to a Terminal

Container Host Display Clients are added to thin clients, or terminals, like any
other Display Client.

The Container Display Client is added on the Display Client Selection page
with the other Display Clients.

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Figure 117 - Display Client Selection Page

1. Expand the Container Host branch, highlight the Container Display


Client, and click the right arrow.

The selected Container Display Client launches when the terminal boots.

Figure 118 shows the ThinManager Knowledge Base launches in the


container on a thin client.

Figure 118 - ThinManager Knowledge Base in Container

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Install the TLS Certificates

A TLS Certificate is needed to provide secure authentication between the


Container Host and the ThinServer service. There are two certificates and one
key that must be generated in ThinManager and copied to the Container Host.

When Docker is installed, a configuration folder that contains the file


daemon.json is created, which contains the names and locations of the keys
and certificates. This file is found at: C:\ProgramData\docker\config.

Three files are needed to add the two certificates and one key to the
Container Host.

By default, the certificates and keys are saved at


C:\ProgramData\docker\certs.d. You must manually create the certs.d folder.

Figure 119 - JSON File

Certificate Authority Certificate

The first certificate needed is the Certificate Authority (CA) Certificate, which
is generated in the Certificate Authority Window.
1. Choose Manage>TLS Certificate.

The Certificate Authority dialog box appears.

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Figure 120 - Certificate Authority

Setting Description
Generate New Certificate Click if you want to invalidate existing certificates, which ThinServer generates automatically
during installation.
Click if your site’s IT department already uses Docker and generated a CA certificate that
Import they want to use.
Certificate Length (days) The number of days the CA certificate is valid. Change as needed from the default 7,300
days, or 20 years.
Save Click to save the certificate so you can export it to the Container Host.

Figure 121 uses docker-ca-cert.pem as the CA certificate name. You must use
the file name that was specified in the Docker configuration folder.

There is only one CA certificate needed per ThinManager system. However,


this also means that a Docker Host cannot be shared by two independent
ThinManager systems.

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Figure 121 - CA Cerfiticate Name

2. Click OK to exit the wizard.

Server Certificate

The second certificate is the Server Certificate, which is generated in the


Container Host Wizard.

Figure 122 - TLS Certificate Button

1. Click TLS Certificate.

The TLS Certificate dialog box appears.

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Figure 123 - TLS Certificate

The TLS Certificate dialog box does not show the Certificate and the
Certificate Key until the Generate New Certificate button is clicked. The
Certificate and the Certificate Key must be saved and moved to the
Container Host.
2. Click Save for the Certificate.

By default, the Server Certificate is saved with a file name of


docker-server-cert.pem, which must match the name specified in the
Docker configuration folder.

Figure 124 - Save Server Certificate

3. Click Save for the Certificate Key.

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Figure 125 - Save Certificate Key

Install the Certificates


1. Open the Docker Container Host server.
2. Copy the three files to the default location,
C:\ProgramData\docker\certs.d, or the location you specified in the
Docker config file. You must create the certs.d folder manually.
3. Restart the Docker service to register the new certificates.

Figure 126 shows the three certificate files, generated through ThinManager,
installed on the Container Host.

Figure 126 - Certificate Files on Container Host

IP Cameras ThinManager supports cameras in the ThinManager system. Cameras, either


IP or USB, can be configured to provide the camera feed to display clients on
Terminals. This section covers how to define the camera as a Display Server.
Delivery of the video to a Camera Display Client is covered in Camera Display
Clients on page 153.

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There are three steps in integrating an IP camera into the


ThinManager system.
1. Configure the camera and add it to your network using the guidelines
from the camera manufacturer.
2. Add the configured camera to ThinManager as a Display Server source.
3. Deploy the content of the cameras by creating a camera display client
and applying it to the Terminals.

USB cameras are added to a Terminal and configured. See Define the IP
Camera as a Display Server on page 103.

Configure the IP Camera

Each camera manufacturer distributes their cameras with a default IP address


and a default administrative account. These need to be configured to add the
camera to your network. Methods vary between vendors, but a web interface
is common.

IMPORTANT Please follow the instructions from the camera manufacturer to


configure your camera for use.

Figure 127 - Browser-based Camera Configuration

Define the IP Camera as a Display Server

The Camera Configuration Wizard is launched from the Camera branch of the
Display Servers tree.
1. To open the Display Servers tree, click the Display Servers icon at the
bottom of the ThinManager tree.

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Figure 128 - Camera Branch of the Display Servers Tree

2. Right-click on the Cameras branch and choose Add Camera to launch the
Camera Configuration Wizard.
Figure 129 - Camera Name Page

3. Complete the Camera Name field.


4. In the Camera Network Setup section, chose either USB Camera or IP
Camera from the Type pull-down menu.

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IP Camera

ThinManager supports IP cameras added to the network. A thin client that has
a camera added makes a connection to the camera and streams the video feed
directly. The video does not go through the ThinManager Server. ThinManager
only tells the thin client to stream the video feed.

Choose a protocol that the camera uses from the following choices.

Legacy Motion JPEG

Legacy Motion JPEG is the original protocol configuration for IP cameras in


ThinManager.

For this option, choose the make and model from a list contained in the
TermCap database. ThinManager populates the
necessary URL.

Motion JPEG

This protocol provides flexibility of camera choices because it does not require
the use of a camera from the TermCap database.

Each camera uses a specific Motion JPEG URL, usually specified in the camera
manufacturer’s documentation.

Enter the Motion JPEG URL in the Custom URL field on the Camera
Authentication page.

Real Time Streaming Protocol (RTSP)

RTSP is preferred as it is most widely supported by camera companies.

RTSP has several transport layers—HTTP, TCP, UDP, and UDP multicast.
Specify the URL that specific camera uses for the video stream.

For this option, follow these steps.


1. Choose IP Camera from the Type pull-down menu.
2. Enter the IP address of the camera in the IP Address field.
3. Choose the desired transport method from the Streaming Protocol
pull-down menu.
4. Click Next.

The Camera Authentication page appears.

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Figure 130 - Camera Authentication Page

5. Enter the Username and Password of the account for the camera that
allows streaming. The thin client is unable to access the video feed
without an account unless the camera allows anonymous access.
6. Enter the RTSP URL specified by the camera manufacturer in the
Customer URL field.
7. Click Finish.

The wizard closes and camera configuration is complete.

Figure 131 - Camera Management Dialog

To access the camera’s browser control panel, highlight the camera in the
ThinManager tree and click the Connect tab. Make changes as needed.

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• If a camera uses a 32-bit ActiveX, then it can be connected and viewed within a 32-bit
ThinManager, but not a 64-bit ThinManager.
• If a camera uses a 64-bit ActiveX, then it can be connected and viewed within a 64-bit
ThinManager, but not a 32-bit ThinManager.

The network settings and configuration are available, but not the live video feed.

Define the USB Camera as a Display Server


USB cameras can be attached to ThinManager thin clients, and the video feed
sent to display clients, on any ThinManager thin client.

To define the USB camera as a display server, follow these steps.


1. To open the Display Servers tree, click the Display Servers icon at the
bottom of the ThinManager tree.
Figure 132 - Camera Branch of the Display Servers Tree

2. Right-click the Cameras branch and choose Add Camera.

The Camera Configuration Wizard appears.

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Figure 133 - USB Camera on Camera Name Page

3. Complete the Camera Name field.


4. Select USB Camera from the Type pull-down menu.

The Terminal field appears dynamically.


5. Click Select.

The Choose Terminal dialog appears.

Figure 134 - Choose Terminal Dialog

6. Choose the correct Terminal and click OK.

The Terminal appears in the Terminal field of the Choose


Terminal dialog.

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Figure 135 - Terminal Name in the Camera Name Page

7. Click Next.

The Camera Authentication page appears.

Figure 136 - Camera Authentication Page

8. Enter the administrative account Username and Password information


if your USB cameras use authentication.
9. Click Finish.

The camera appears in the Display Servers tree.

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Figure 137 - Cameras in Display Servers Tree

A USB camera cannot be connected to and managed from the Connect detail pane in
the ThinManager console.

VNC Servers ThinManager uses Virtual Network Computing (VNC) to shadow thin clients
in various ways.
• From within the ThinManager Server console
• From another Terminal using a Terminal Shadow Display Client
• Through a connection to any VNC Server to shadow from the
administrative console or through a display client

All of these options are useful in shadowing PanelView Plus panels.

Figure 138 - VNC Servers Branch of the Display Servers Tree

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To define the VNC server, follow these steps.


1. Click the Display Servers icon at the bottom of the ThinManager tree.

The Display Servers tree is displayed.


2. Right-click the VNC Servers branch and choose Add VNC Server.

The VNC Server Configuration Wizard dialog appears.

Figure 139 - VNC Server Name Page of the VNC Server Configuration Wizard

Required Settings Description


VNC Server Name Name of the device that is acting as the VNC server.
VNC Server IP Address IP address of the device that is acting as the VNC server.
Port The port that the VNC server is using. The default is 5900.
Password Password for the VNC server, if needed.
3. Complete the fields on the VNC Server Name page.
4. Click Finish.

You must create a VNC Display Client to deploy the VNC shadow. See
VNC Shadow on page 188 for details.

Workstations ThinManager takes advantage of Microsoft Remote Desktop Protocol (RDP) to


allow you to port a workstation to a thin client. Use RDP connectivity to
connect to physical or virtual workstations and transfer the desktop to
another computer.

To activate the remote desktop function on the workstation, follow these steps.
1. Right-click the My Computer icon and choose Properties, or double-click
the System icon in Control Panel.

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The System Properties dialog appears.

Figure 140 - Workstation System Properties

2. Under the Remote Desktop section, click Allow remote connections to


this computer.
3. Click Select Users to specify which users can access the workstation.

The Remote Desktop Users dialog appears.

Figure 141 - Remote Desktop Users

4. To grant permission to users, click Add.

This makes the workstations sources. You deliver the workstation to the
thin client by defining Workstation Display Clients as shown in the
Content section.

See Workstation Deployment on page 178 for details.

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VCenter Servers VCenter Server support is deprecated with ThinManager version 13. If a
VCenter Server is configured prior to an update from an earlier version to
version 13 or later, then the configuration is retained. VCenter Server
configuration is not visible or available if the system is initially installed as
version 13 or later, or if there is no existing configuration prior to an upgrade.

ThinManager is compatible with virtual machines, just as it is compatible with


physical machines. The easiest way to handle virtual machines is to treat them
as physical machines.

If you use VMware ESXi™, you can connect using the ThinManager interface
to access several of the management features provided by VMware VCenter®.

To add a VCenter Server, follow these steps.


1. Click the VCenter Servers icon at the bottom of the ThinManager tree.

The VCenter Servers tree appears.

Figure 142 - VCenter Servers Tree

2. Right-click the VCenter Servers branch and choose Add VCenter Server.

The VCenter Server Property Wizard appears.

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Figure 143 - VCenter Server Property Wizard

3. Complete the VCenter Server Name and VCenter IP Address fields.


4. Enter the administrative account information into the Log In
Information fields.
5. Click Finish.

After it connects and populates, highlight the newly added VCenter


Server for it to appear in the Summary tab.

Figure 144 - Populated VCenter Servers Tree

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6. In the VCenter Servers tree, right-click the VCenter Server for a list of
the following options.
VCenter Server Function Description
Power Operations
• Power On Turns on a stopped or suspended virtual machine
• Power Off Turns off a stopped or suspended virtual machine
• Suspend Suspends a running virtual machine and stores the state
• Reset Cycles power to the virtual machine to restart it
Snapshot
• Take Snapshot Captures and stores the state of the virtual machine
• Revert to Current Snapshot Reapplies the stored state of a previously saved virtual machine
• Snapshot Manager Launches the Snapshot management tool
Rename Allows the virtual machine to be renamed
Remove from Inventory Removes the virtual machine from the tree without deleting the files
Delete Removes the virtual machine from the tree and deletes the file system

Snapshots

Snapshots save the state of the virtual machine in a file, which allows you to
preserve a working status before applying new applications, programs or
updates. If the changes fail or are undesired, then the snapshot can be
restored, allowing the virtual machine to return to the state it was in prior to
the changes.

Create a Snapshot

To take a snapshot of the state of the virtual machine, follow these steps.
1. In the VCenter Servers tree, right-click the virtual machine and choose
Snapshot>Take Snapshot.

The Create Snapshot dialog appears.

Figure 145 - Create Snapshot

2. Enter the Snapshot Name and Snapshot Description.


3. Click OK to save the snapshot.

Multiple snapshots of a virtual machine can be taken.

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Use a Snapshot

To make use of a snapshot, follow these steps.


1. In the VCenter Servers tree, right-click on the virtual machine and
choose Snapshot>Snapshot Manager to launch the Snapshot Manager
dialog box.
Figure 146 - Snapshot Manager

Snapshot Manager Buttons Description


Revert To Applies the selected saved snapshot
Delete Deletes a highlighted snapshot
Delete All Deletes all saved snapshots
Opens the Create Snapshot dialog to allow changes to the name
Edit and description
OK Closes the Snapshot Manager

The Snapshot Manager dialog box displays all saved snapshots for the selected
virtual machine, including the name, description, and creation date of a
highlighted snapshot.
2. Click an action to take regarding a snapshot.

A confirmation dialog box appears.

Figure 147 - Revert to Current Snapshot Warning

3. Click Yes to confirm the action.


The dialog box is dependent upon the snapshot action taken. The one shown above
is only one example.

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Adding a Virtual Server

Virtual Remote Desktop Servers that reside on a VCenter Server can be defined
using a wizard.

Do define a Virtual Remote Desktop Server that resides on a VCenter Server,


follow these steps.
1. Click the Display Servers icon at the bottom of the ThinManager tree to
open the Display Servers tree.
Figure 148 - Remote Desktop Servers Tree

2. Right-click the RDS Servers branch and choose Add Virtual Remote
Desktop Server.

The Virtual Machine Selection page appears.

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Figure 149 - Virtual Machine Selection Page

3. Choose your VCenter Server from the pull-down if you have multiple
servers defined.

The VCenter Server tree populates the selection box.


4. Choose the virtual Remote Desktop Server you want and click Next.

The Terminal Server Name page appears.

Figure 150 - Remote Desktop Server Name Page

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5. Complete the Log In Information fields with the administrative account


information as you do other Remote Desktop Servers. The IP address
populates automatically.
6. (Optional) Click Next and check Available for Display Clients using
SmartSession for load balancing.
7. Click Finish.

The tree displays a different icon for a Remote Desktop Server when it is
configured as a virtual Remote Desktop Server. A virtual Remote
Desktop Server created as a physical Remote Desktop Server displays the
same icon as a physical Remote Desktop Server.

Figure 151 - Remote Desktop Server Icons

Virtual Remote Desktop Servers can be used in display clients just like physical
Remote Desktop Servers.

Figure 152 - Display Servers Tree

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Notes:

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Content

Content is sent to devices through Display Clients. This chapter discusses the
various display clients through which content is delivered.

Remote Desktop Services The most common content sent to a device is a Windows application.
Display Clients Applications are sent as Remote Desktop Services display clients. You can
either give a user a full desktop, or limit them to a specific application
with AppLink.

With MultiSession, ThinManager allows you to deploy several applications to a


device at once. Use the Display Client Configuration Wizard to define
applications.

To launch the Display Client Wizard, follow these steps.


1. Launch the Display Client Configuration wizard by selecting the Display
Client icon at the bottom of the ThinManager tree.
Figure 153 - Launch the Display Client Configuration Wizard

2. Right-click Remote Desktop Services, and choose Add Display Client.

The Display Client Wizard appears.

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Desktop

You can present a Desktop to a terminal for a user. The device can log in
automatically with the terminal account. Alternatively, you can allow the user
to log in manually so that they receive the desktop that is associated with their
user account.

Figure 154 - Client Name Page of the Display Client Wizard

1. Enter a name for the display client in the Client Name field.

The Type of Display Client field automatically populates when you open
the Display Client Wizard as we did in the previous step. When you open
the Display Client Wizard from the top-level Display Clients branch, you
must choose the Type of Display Client you want from the
pull-down menu.
2. Click Next.

The Display Client Options page appears.

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Figure 155 - Display Client Options Page

Setting Description
Client Options
Allow Display Client to be tiled Allows the display client to be tiled.
When using MultiMonitor, this setting allows the display client to be moved from
Allow Display Client to be moved screen to screen. A movable display client can be anchored with a setting on the
(MultiMonitor) Screen Options page of the Terminal Configuration Wizard.
Include Camera Overlays Allows an IP camera overlay to be added to this display client.
Allows a display client overlay to be added to this display client. See Virtual
Include Virtual Screen Overlays Screens on page 193 for details.
Hides the display client until a ThinManager user logs in. When the display client
Delay until ThinManager User present launches, it uses the credentials of the ThinManager user to start
the session.
Connection Options
Keeps a session active—it reconnects and restarts if it is closed. Clear the
Always maintain a connection checkbox so the user can close a session and another session does not
start automatically.
Starts a session for the display client at boot-up. Clear the checkbox so a user
Connect at boot-up action is required to start the session.
In a MultiSession configuration, disconnects once it is moved into the
Disconnect in the background background. Use to require fewer resources.
3. Check the options that apply to the Display Client and click Next.

The Remote Desktop Services and Workstation Options page appears.

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Figure 156 - Remote Desktop Services and Workstation Options Page

The Remote Desktop Services and Workstation Options page of the Display
Client Wizard is key to Display Client configuration. These settings control
how Remote Desktop Server content is deployed to the Terminal.
Setting Description
Automatically logs in to the session when a user account is applied to the Terminal.
Allow Auto-Login Clearing this checkbox displays the login window and forces a manual login, which is
useful to provide a user with a login based on their group policy.
Launches a single application instead of a Desktop. The session lacks the Explorer shell
and does not show Desktop icons or the Start menu. Close the AppLink program to end the
Application Link current session and starts a new session with the application running. This setting allows
the administrator to control content to the user in a simple manner without the need to use
group policies. Note: This setting is not valid with workstations after Windows XP.
Adds SmartSession to the display client, which provides load balancing between member
Remote Desktop Servers. SmartSession uses CPU availability, memory, and the number of
SmartSession sessions on the member Remote Desktop Servers to determine the load on the servers.
Thin clients connect to the Remote Desktop Server with the most available resources.
Makes a thin client reconnect to its original Remote Desktop Server if the RDS fails and
Enforce Primary recovers. Disabled when SmartSession is checked.
Allows you to specify at least two Remote Desktop Servers. On startup, the Terminal
connects and initiates sessions on two Remote Desktop Servers, but displays one session
only. If the first Remote Desktop Server fails, the session of the second Remote Desktop
Instant Failover Server session is immediately displayed, eliminating any downtime due to Remote Desktop
Server failure. With this setting, the display client looks for two active sessions; so, if one
Remote Desktop Server fails, the display client starts a session on a third Remote Desktop
Server if there is one in the server list.
4. (Optional) Clear the Allow Auto-Login checkbox if you want to provide
the login prompt and force manual login.
5. Clear the Application Link checkbox to deploy to Desktop.
6. Click Next.

The Session Resolution/Scaling Options page appears.

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Figure 157 - Session Resolution/Scaling Options Page

The Session Resolution/Scaling Options page sets the ability of the display
client to scale the session. This page has parameters that can be configured:.
Setting Description
Session Scaling Options
Keeps the aspect ratio of the session constant when scaling. With the checkbox
Maintain Aspect Ratio cleared, the session fits the available display size.
Allows a session to be shrunk for a thumbnail, but does not expand it beyond the
Scale Down Only original size designation.
Screen Resolution Options
Overrides the session resolution and enables the Resolution settings for configuration
Don’t Use Screen Resolution of a new display resolution.
Pull-down menus allow you to select a new resolution for the display when Don’t Use
Resolution Screen Resolution is checked.
7. Click Next.

The Display Client Members page appears.

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Figure 158 - Display Client Members Page

The Display Client Members page allows you to select the Remote Desktop
Servers on which to run the application.
8. Click a server to highlight it, and use the left and right arrows to move
the Remote Desktop Servers between the Available and Selected Remote
Desktop Servers lists.
If your defined Remote Desktop Servers do not show in the list, it is likely you
checked SmartSession on the Remote Desktop Services and Workstation Options
page without checking Available for Display Clients using SmartSession on the
Remote Desktop Server Capabilities page of the Remote Desktop Server Wizard.

To get your defined Remote Desktop Servers to appear in the list, follow these steps.
a. Click Edit Server List to open the Remote Desktop Server List Wizard.
b. Double-click or highlight the servers you want to appear in the list, and click Edit Server to open the
Remote Desktop Server Wizard.
c. Click Next until you reach the Remote Desktop Server Capabilities page and check Available for Display
Clients using SmartSession.
d. Click Finish.

Adding two Remote Desktop Servers to the Selected Remote Desktop Servers
list provides failover. In normal failover, the terminal connects to the first
Remote Desktop Server. If the connection fails, it connects to the second RDS.

SmartSession load balancing does not follow the list order. Instead, the
terminal connects to the Remote Desktop Server with the most
resources available.
9. Click Finish.

The Display Client Wizard closes, and the new Display Client appears in
the Remote Desktop Services branch Display Clients navigation pane.

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Display Client Using Remote Desktop Server Groups

The Display Client Wizard appears differently when Remote Desktop Server
Groups are used to speed selection of Remote Desktop Servers.

Figure 159 - Remote Desktop Server Groups Defined in the RDS Servers Tree

This example has two RDS Groups: OfficeServers and ProductionServers.

Figure 160 - Display Client Members Page with RDS Server Groups

The Display Client Members page has a different format to select the Remote
Desktop Servers.
1. Click Add.

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The Select Remote Desktop Server or Group dialog box appears.

Figure 161 - Select Remote Desktop Server or Group

2. Highlight the desired RDS Group and click OK.

The Display Client Members page appears with the desired RDS Group
populated to the Selected Remote Desktop Servers field.

Figure 162 - Display Client Members Page with RDS Server Groups

Two RD Gateway Settings control the use of the Microsoft


RDP Gateway.

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Setting Description
Prompts the Display Client to use the Microsoft RD
Use RD Gateway Server Gateway. See Remote Desktop Server Group on
page 75.
Allows the Display Client to use a Remote Desktop
Bypass RD Gateway Server without going through the RD Gateway if the
server for local address Terminal and Remote Desktop Server are on the
same subnet.
3. Click Finish.

Single Application Deployment with AppLink


ThinManager uses its AppLink function to launch a single application, instead
of a Desktop, which allows you to control what the user sees and interacts with.

The application is launched instead of the Windows Explorer Desktop. Closing


the application causes the terminal to disconnect and launch a new connection
to the server with the application running.

To create a single application display client, launch the Display Client


Configuration Wizard.
1. Click the Display Clients icon at the bottom of the ThinManager tree.
2. Right-click the Remote Desktop Services branch, and choose
Add Display Client.

The Client Name page of the Display Client Wizard appears.

Figure 163 - Client Name Page

3. Enter a name for the display client in the Client Name field.

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4. (Optional) Check Set a Display Name to enable the Display Name field
and enter a simplified Display Client name in the tree.
The Type of Display Client is automatically chosen when you right-click the Remote
Desktop Services branch. However, when you right-click the
top-level Display Clients branch, you must choose the type from the Type of Display
Client pull-down menu.
5. Click Next.

The Display Client Options page appears.

Figure 164 - Display Client Options Page

Setting Description
Client Options
Allow group to be tiled Allows the Display Client Group to be tiled.
Allows the Display Client to be moved from one MultiMonitor screen to another. A
Allow Group to be moved display client that allows it to be moved can be anchored with a setting on the
(MultiMonitor) Screen Options page of the Terminal Configuration Wizard.
Include IP Camera Overlays Allows an IP Camera overlay to be added to this display client.
Allows a virtual screen overlay to be added to this display client.
Include Virtual Screen Overlays See Virtual Screens on page 193 for details.
Connection Options
Keeps a session active—restarts and reconnects—if it is closed. Clear this checkbox
Always maintain a connection to allow the user to close a session and not have another session
start automatically.
Starts a session for this display client at boot-up. When the checkbox is clear, a user
Connect at boot-up action is required to start the session.
A display client being used in a MultiSession configuration disconnects once it is
Disconnect in background moved into the background. Use this option to require fewer resources.
6. Choose the desired Client Options and click Next.

The Terminal Services Display Client Type page appears.


This page is not shown unless you upgrade from a system with Citrix ICA, or you
have added a registry entry as shown in Citrix Servers on page 67.

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Figure 165 - Remote Desktop Services Display Client Type Page

ThinManager thin clients can use the default Microsoft Remote Desktop
Protocol (RDP) or Citrix ICA (Independent Computing Architecture).
7. Click the terminal server type to use with the display client and
click Next.

The Remote Desktop Services and Workstation Options page appears.

Figure 166 - Remote Desktop Services and Workstation Options

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The Remote Desktop Services and Workstation Options page is the key page in
Display Client configuration. These settings control how Remote Desktop
Server content is deployed to the Terminal.
Connection Options Description
Automatically logs in to the session if a user account is applied to the terminal, which is
Allow Auto-Login the typical setting. Clear this checkbox to display the log in window and force a manual
login, which is useful in order to provide a user with a login based on their group policy.
Launches a single application instead of a Desktop. The session lacks the Explorer shell
and does not show Desktop icons or the Start menu. Closing the AppLink program
Application Link (AppLink) terminates the session and starts a new one as the application runs. This allows the
administrator to control content sent to the user in a simple manner without needing to
use group policies.
Adds SmartSession to the display client, which provides load balancing between member
Remote Desktop Servers. SmartSession uses CPU availability, memory, and the number of
SmartSession sessions on the member Remote Desktop Servers to determine the load on the servers.
Thin clients connect to the Remote Desktop Server with the most available resources.
Tells a thin client to reconnect to its original Remote Desktop Server if that Remote
Enforce Primary Desktop Server failed and recovered. Not available when SmartSession is selected.
Activates Instant Failover, in which you specify at least two Remote Desktop Servers. On
boot the Terminal, it connects and starts sessions on two Remote Desktop Servers, but
only displays one session. If the first Remote Desktop Server fails, the session of the
second Remote Desktop Server session is immediately displayed, which eliminates any
Instant Failover downtime due to Remote Desktop Server failure. An Instant Failover display client
requires two active sessions in case one Remote Desktop Server fails, then the display
client starts a session on a third Remote Desktop Server if one is in the server list. Instant
Failover is free for ThinManager but requires a second application license as two active
sessions are running the application.
8. Check Application Link to deploy a single AppLink application.
9. (Optional) Clear the Allow Auto-Login checkbox to provide the log in
prompt and force manual login.
10.Click Next.

The Session Resolution/Scaling Options page appears.

Figure 167 - Session Resolution/Scaling Options Page

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The Session Resolution/Scaling Options page sets the ability of the display
client to scale the session. This page has parameters that can be configured.
Options Description
Session Scaling Options
Keeps the aspect ratio of the session constant when scaling. Clear the checkbox
Maintain Aspect Ratio for the session to fit the available display size.
Allows a session to be shrunk for a thumbnail, but does not expand it beyond the
Scale Down Only original size designation.
Screen Resolution Options
Allows for override of the session resolution and to set a new resolution for the
Don’t Use Screen Resolution display.
Allows you to select a new resolution for the display when Don’t Use Screen
Resolution Resolution is checked.
11. Click Next.

The Display Client Members page appears.

Figure 168 - Display Clients Members Page

The Display Client Members page of the Display Client Wizard allows the
selection of Remote Desktop Servers on which you want the application.

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12.Highlight the Remote Desktop Servers you want to use in the Available
Remote Desktop Servers list and click the right arrow to move them to
the Selected Remote Desktop Servers list.
If your defined Remote Desktop Servers do not appear in the Available Remote
Desktop Servers list, it is likely you checked SmartSession on the Remote Desktop
Services and Workstation Options page without checking Available for Display Clients
using SmartSession on the Remote Desktop Server Capabilities page of the Remote
Desktop Server Wizard.

To get your defined Remote Desktop Servers to appear in the list, follow these steps.
a. Click Edit Server List to open the Remote Desktop Server List Wizard.
b. Double-click or highlight the servers you want to appear in the list, and click Edit Server to open the
Remote Desktop Server Wizard.
c. Click Next until you reach the Remote Desktop Server Capabilities page and check Available for Display
Clients using SmartSession.
d. Click Finish.

Adding two Remote Desktop Servers to the Selected Remote Desktop Servers
list provides failover. In normal failover, the terminal connects to the first
Remote Desktop Server. If that fails, it connects to the second.

SmartSession load balancing does not follow the list order. Instead, the
terminal connects to the Remote Desktop Server with the lightest load.

Alternatively, if Remote Desktop Server Groups are used to speed the selection
of Remote Desktop Servers, then the Display Client Members page displays the
Selected Remote Desktop Servers list only.

Figure 169 - Display Client Members Page

a. Click Add.

The Select Remote Desktop Server or Group dialog box appears.

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b.Choose the Remote Desktop Servers or Groups and click OK.


c. Click Next.

The AppLink page appears.

Figure 170 - AppLink Page

The AppLink Page contains a field for the path to the executable to launch the
desired application.
13. Enter the path to the application in the Program Path and Filename
field, or click Browse, which launches a file browser.

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Figure 171 - File Browser

a. If browsing to the file location, click Open to populate the Program


Path and Filename field.
Figure 172 - Filled Program Path and Filename Field

14. Click Finish to complete the wizard and save the configuration.

Here are a few considerations for when you enter the application in the
Program Path and Filename field.

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• The file browser is on the ThinManager Server and not the Remote
Desktop Server unless you installed ThinManager on your Remote
Desktop Server.
• The path to the application needs to be the same on each Remote
Desktop Server.
• If the file is different on different servers, you may need to use a batch
file to launch the application using different paths.

Create a batch file in the same location on each Remote Desktop Server. The
batch file can be as simple as 3 lines, as follows.

CD “C:\Program Files\Microsoft Office\Office14”

Start EXCEL.EXE

CD\

The batch file may need different paths on different servers. The first line is
changed to reflect the location on that particular Remote Desktop Server.

CD “C:\Program Files (x86)\Microsoft


Office\Office14”

Start EXCEL.EXE

CD\

This first line uses Program Files (x86) instead of Program Files to reflect the
location on that particular Remote Desktop Server.

When a terminal connects to a Remote Desktop Server, it is directed to the


batch file.

The batch file directs the terminal to the right location.

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Figure 173 - Batch File as the Program Path

The batch file must be in a consistent location when using multiple Remote
Desktop Servers.

Figure 174 - Created Display Clients in ThinManager Tree

Once you have created a display client, it appears in the Display Clients branch
of the ThinManager tree.

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Connection Options

Remote Desktop Services Display Clients have a variety of Connection


Options, which are controlled on the Remote Desktop Services and
Workstation Options page of the Display Client Wizard.

Figure 175 - Remote Desktop Services and Workstation Options Page

Table 1 - Connection Options


Connection Options

Connection Options Description


Automatically logs in to the session if a user account is applied to the terminal, which is
important for instant failover so that the backup session is immediately displayed without user
Allow Auto-Login intervention. This is the default setting.
Clearing this checkbox displays the login window and forces a manual login, which is useful to
provide a user with a login based on their group policy.
Launches a single application instead of a Desktop icons or a Start menu, which allows you to
Application Link control a user’s access. Closing the AppLink program ends the current session and starts a new
(AppLink) session with the application running, which allows the administrator to control content to the
user in a simple manner without needing to use group policies.
Adds SmartSession to the display client, which provides load balancing between member
SmartSession Remote Desktop Servers.
Causes a thin client to reconnect to its original Remote Desktop Server if that Remote Desktop
Server fails and recovers. Thin Manager uses a list of assigned Remote Desktop Servers to
Enforce Primary which the terminal can connect. The top RDS is considered primary.
Not available when SmartSession is selected.
Allows you to specify at least two Remote Desktop Servers. On startup, the terminal connects
and initiates sessions on two Remote Desktop Servers, but displays one session only. If the first
Remote Desktop Server fails, the session of the second Remote Desktop Server session is
Instant Failover displayed immediately, which eliminates any downtime due to Remote Desktop Server failure.
With this setting, the display client looks for two active sessions; so, if one Remote Desktop
Server fails, the display client starts a session on a third Remote Desktop Server if there is one
in the server list.
1. Check the desired connection options and click Next.

Allow Auto-Login

See the description of this connection option in Table 1.

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Application Link (AppLink)

The following is information additional to the Deployment Option


descriptions regarding Application Link in Table 1 on page 139.

Figure 176 - AppLink Page

1. Complete the required fields on the AppLink page.


Field Description
Enter the path to the desired application in the field, or click Browse to navigate to the
Program Path and Filename
executable file using a browser.(1) (2)
This field provides a space for command line options and switches.
Command Line Options This field may not be required.
This field is provided in order to specify the working directory for the program when
using a relative path for the initial program. Click Browse to navigate to the executable
Start in the following folder
file using a browser.(2)
This field may not be required.
(1) Double-quotation marks may be needed when there is a space in the path.
(2) If a Remote Desktop Services Display Client contains several Remote Desktop Servers, the path must be valid on all Remote
Desktop Servers. If different Remote Desktop Servers have different paths to the desired program, write a batch file to open
the program.

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Figure 177 - Command Prompt Shortcut Properties

The AppLink fields can be explained by looking at the properties of a shortcut.

The Command Prompt shortcut property has a Target field and a Start in field.
The Target field contains the path to the executable. The Start in field contains
the home directory for the application.

Figure 178 - AppLink Path

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Figure 178 shows how the path data from the shortcut is used in AppLink.

The Target field from Figure 177 is equivalent to the Program Path and
Filename field in Figure 178.

The Start in field in Figure 177 is equivalent to the Start in the following folder
field in Figure 178.

Usually, the Start in the following folder is not needed.

Figure 179 - Website Deployment

a. To launch a browser, include the URL of the desired site in the


Command Line Options field.
Windows Server 2008, 2012, and 2016 need the AppLink path to be on the allow list in
the Server Manager>Collections>RemoteApp Programs of the Remote Desktop
Server.

Alternatively, follow these steps to configure the group policy to allow any initial
program.
a. Open the Group Policy.
b. Navigate to Computer Configuration>Administrative Templates>Windows Components>Remote Desktop
Services>Remote Desktop Session Host>Connections.
c. Set the Restrict Remote Desktop Services user to a single Remote Desktop Services session parameter
to Enabled.

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Figure 180 - RemoteApp Programs Allow List

2. Include the application in your allow list by using the Publish


RemoteApp Programs task.
3. Once the application is published, right-click the application in your
allow list to open the properties.
Figure 181 - Allow Any Command-line Parameters Setting

4. Under Command-line Parameters, click Allow any command-line


parameters, which lets you pass specific files or URLs to the
display client.
5. Click Apply and then OK.

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SmartSession

The SmartSession Configuration page allows for the adjustment of


SmartSession values by adjusting the weights of SmartSession settings.
ThinManager multiplies the CPU utilization, memory (RAM) utilization, and
number of sessions on the Remote Desktop Server by the weight shown to
define the SmartSession Remote Desktop Server’s available resources. The
higher the weight value for a parameter, the greater importance that
parameter has in the load determination for SmartSession.

Figure 182 - SmartSession Load Balancing Graph

ThinManager uses the following formula to calculate SmartSession


load balancing.

SmartSession Load = (CPUwt x CPU%) + (RAMwt x RAM%) +


(SessionWt x Session%)

The load = (CPU weight x the CPU Use%) + (Memory weight x Memory
Use%) + (Session weight x Session Number%)

The Weight is configurable in the Display Client Wizard. The % range is


configurable in the Remote Desktop Server Wizard.

SmartSession Weights

The Weight of the SmartSession parameter—processor, memory, or


sessions—can be adjusted to make it a larger influence in the final calculation
in total SmartSession load. The Weights can be changed on the SmartSession
Settings page of the Display Client Wizard.

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Figure 183 - SmartSession Settings Page of the Display Client Wizard

Field Description
CPU Utilization Weight The CPU mulitplier.
Memory Utilization Weight The Memory multiplier.
Session Weight The Session multiplier.
Time a terminal waits in the queue before being sent to a Remote Desktop Server that
has another terminal connecting. The terminal may wait longer than this value to
Queue Time Min (s) connect if the CPU of the Remote Desktop Server exceeds the Maximum CPU Utilization
defined on the SmartSession Configuration page of the Remote Desktop Server
Configuration wizard.
Maximum time a terminal waits in the queue before being sent to the Remote Desktop
Queue Time Max (s) Server to log in regardless of the load.
When checked, ThinManager waits until the CPU utilization of the Remote Desktop
Infinite Server regains an acceptable range before sending other terminals to it to log in.

The SmartSessions Settings page only appears before the AppLink page if
SmartSession is checked on the Remote Desktop Services and Workstation
Options page, see Figure 175. The SmartSession Settings page allows you to
change the weight of each SmartSession load balancing component.

Increasing the weight of one of the components increases its value and makes
it more sensitive to overload of that resource. For example, if you are
concerned with the CPU being taxed on the servers, you can increase the CPU
Utilization Weight to make that value increase the SmartSession Load.

SmartSession Ranges

Normally, ThinManager uses the full ranges of CPU and RAM to determine the
SmartSession load. You can adjust those ranges in the Remote Desktop
Server Wizard.

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To open the Remote Desktop Server Wizard and adjust ranges, follow
these steps.
1. Double-click the desired server on the Remote Desktop Servers branch
of the Display Servers tree.

The Remote Desktop Server Wizard appears.


2. In the Remote Desktop Server Wizard, click Next until the SmartSession
Configuration page appears.
Figure 184 - SmartSession Configuration Page

Field Description
CPU Utilization The percentage of CPU usage on the Remote Desktop Server.
Memory Utilization The percentage of Memory usage on the Remote Desktop Server.
Sessions The number of sessions on a Remote Desktop Server.
The value that ThinManager uses as the starting point of the load. A value below the
Minimum Minimum is considered to be unused.
The value that ThinManager considers the parameter as reaching 100% utilized and is
Maximum unavailable.

Each resource that ThinManager measures for SmartSession load balancing


has an adjustable range. The CPU Utilization and the Memory Utilization
fields use a scale of 0…100%. The Sessions resource is based on 50 sessions,
where 0 sessions is 0%, 25 sessions is 50%, and 50 sessions is 100% utilization.

If you are concerned about using all your resources on a server, you can lower
the Maximum setting. For example, if you change the Sessions Maximum to
25, that means 25 sessions is 100% utilization, and ThinManager considers the
server less available. Likewise, if you change the CPU Utilization Maximum to
75%, that tells ThinManager that the server is loaded at 75% CPU utilization,
which leaves some spare CPU available.

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These numbers can be left at the default settings unless you notice a
performance problem. The Weights or Ranges can be adjusted through trial
and error to determine the best performance.
Values are not prevented from exceeding the maximum or minimum. The values
represent the levels that ‘No Utilization’ or ‘Full Utilization’ is reached.
3. Set the Minimum and Maximum values accordingly, and click Finish.

Queuing

During failover, Queuing smooths the transition from one server to another.

At startup, a session usually requires more resources to initialize than it needs


to run. If a server fails and all of its terminals switch to a back-up server, the
many session startups may overload and strain the new server. This scenario is
especially true with HMIs, SCADAs, and other applications that
demand resources.

When a terminal first starts an application that uses SmartSession,


ThinManager checks the resources of the member servers and sends the
terminal to the server with the lightest load—the one with the most
available resources.

Queuing acts like an intelligent bottleneck. When ThinManager detects all the
servers have depleted their resources, it waits until the loads drop and
resources become available before the server assignments are given to the
terminals. Without Queuing, the terminals switch immediately, which places a
demand on the system that greatly slows performance until all the sessions
initialize and reach stable load levels.

Figure 185 - SmartSession Settings Page of the Display Client Wizard

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Queuing is automatically applied to SmartSession Display Clients. The default


settings provide a minimum wait time of 0 seconds and let terminals connect
after 120 seconds even if the load does not decrease.

If the server is hindered by the default settings, try a longer interval. Check
Infinite to keep the terminal waiting until the load decreases to an
acceptable level. However, if the server has a problem, such as a memory leak,
then the resources may never decrease enough to allow the terminals to
connect. It is better to increase the Max field to a longer interval.

SmartSession load balancing and Queuing can be applied to a display client


with a single member Remote Desktop Server. This configuration allows the
single server to have the terminals connect in an orderly fashion, spreading the
demand for start-up resources instead of all connecting at the same time and
overloading the server.

Enforce Primary

ThinManager uses a list of Assigned Remote Desktop Servers to which the


terminal can connect. The top Selected Remote Desktop Server is considered
the primary Remote Desktop Server.

Figure 186 - Primary Remote Desktop Server

The thin client connects to the Remote Desktop Servers in the order of the
Selected Remote Desktop Servers list. If the terminal fails to connect to the
first one, it tries the second one, then the third one, until it finds a listed server
that allows a connection.

With Enforce Primary, the top Remote Desktop Server in the list is considered
the Primary Remote Desktop Server, and the terminal always tries to connect
to this server. If the terminal is running on the primary server, and the server
fails, then the terminal switches to a back-up server. However, the terminal

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monitors the primary Remote Desktop Server. If the primary Remote Desktop
Server becomes available, then the terminal switches back to its assigned
Primary Remote Desktop Server.

Failover

Failover in ThinManager is configured when two or more Remote Desktop


Servers are assigned to a terminal. If the first server fails, the terminal detects
it and switches to the back-up server, which prevents downtime and loss
of productivity.

It is a best practice to use Failover in every ThinManager system.

Here are the requirements for Failover.


• Two or more Remote Desktop Servers
• The same applications installed in identical locations on each Remote
Desktop Server
• The same Windows accounts on each Remote Desktop Server
Figure 187 - Display Clients Without Failover and With Failover

To configure Failover, follow these steps.


1. Define multiple Remote Desktop Servers using the Remote Desktop
Server Wizard. For more information, see Defining Remote Desktop
Servers in ThinManager on page 59.
2. Add two or more servers to the Selected Remote Desktop Servers list on
the Display Client Members page of the Display Client Wizard.

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Figure 188 - Terminal Connected to First Remote Desktop Server

The Terminal connects to the first Remote Desktop Server in the Selected
Remote Desktop Server list.

Figure 189 - Terminal Connected to Second Remote Desktop Server

If the first Remote Desktop Server fails, the terminal detects it, disconnects,
and tries the next server in the Selected Remote Desktop Servers list. It
launches the same display client with the same credentials.

The speed in which server failure is detected can be modified on the


Monitoring Configuration page of the Terminal Configuration Wizard.

To open the Terminal Configuration Wizard, follow these steps.


1. Click the Terminals icon at the bottom of the ThinManager
navigation pane.
2. Right-click a terminal in the Terminals branch, and choose Modify.

The Terminal Configuration Wizard appears, opened at the first page.


3. Click Next until the Monitoring Configuration page appears.

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Figure 190 - Monitoring Connection Page of Terminal Configuration Wizard

Field Description
Pre-set Monitor Intervals
Custom Allows administrator to change settings from defaults.
A set rate for the frequency with which the Remote Desktop Server status
Fast/Medium/Slow is checked.
Monitor Interval (s) Time the terminal waits before it attempts to reconnect.
Monitor Timeout Time interval between reconnection attempts.
Monitor Retry Number of times the terminal tries to reconnect before failover.
Primary Up Delay Multiplier A constant used to generate the Primary Up Delay time.
A delay—usually, 30…60 seconds—added to allow a Remote Desktop Server to fully boot
before the terminal tries to log in. Equal to the Monitoring Interval multiplied by the
Primary Up Delay Primary Up Delay Multiplier. Prevents a terminal that uses Enforce Primary from a return
to its primary Remote Desktop Server before it is ready.

When a ThinManager Ready thin client or ThinManager Compatible thin


client connects to a Remote Desktop Server and starts a session, it forms a
secure socket connection with a heartbeat. If the connection is lost, the
terminal tries to reconnect. If it fails, it connects to the next Remote Desktop
Server in the Selected Remote Desktop Servers list.

Using the Fast setting, a terminal waits five seconds, tries to reconnect; waits
one second, tries to reconnect a second time; waits a second, tries to reconnect
a third time; then switches to the other server. This takes 10…20 seconds in a
real-world scenario.

There are other settings, which include a custom setting; but the slower
settings are usually not needed with today’s fast networks.

The terminal can switch to a backup in 10…20 seconds, but the applications
need to load. If you do not want to wait for the application to load, you can use
Instant Failover. See Instant Failover on page 152 for more information.

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Instant Failover

A Display Client configured with Instant Failover (see Figure 175 on page 139)
sends the terminal to connect to two Remote Desktop Servers at startup, which
gives it two active sessions.
You may need a second license from your application vendor in order to use
Instant Failover.

Figure 191 - Instant Failover with Two Active Sessions

If the first Remote Desktop Server fails, the session of the second Remote
Desktop Server session is immediately displayed, which eliminates any
downtime due to Remote Desktop Server failure.

Figure 192 - Terminal with Instant Failover and Backup Sessions

An Instant Failover display client has two active sessions; so, if one Remote
Desktop Server fails, the display client starts a session on a third Remote
Desktop Server if there is one in the Selected Remote Desktop Servers list.

These are the requirements for Instant Failover.


• Two or more Remote Desktop Servers
• The same applications installed in identical locations on each Remote
Desktop Server
• The same Windows accounts on each Remote Desktop Server
• The Display Client needs Instant Failover checked on the Remote
Desktop Services and Workstation Options page Display Client Wizard
Check Allow Auto-Login (see Figure 175 on page 139) so switching is automatic and
does not require a user to log in to start the session. Also, see Enforce Primary on
page 148.

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Camera Display Clients Camera video feed can be displayed on ThinManager Ready thin clients and
ThinManager Compatible thin clients.
• Configure the camera device according to the camera vendor guidelines.
• Define the camera as a Camera Display Server.
• Create a Camera Display Client and add camera output as overlays.
See Camera Display Clients on page 153.
• Add the Camera Display Client to a Terminal.
See Terminal Configuration Wizard in ThinManager on page 219.

Camera Display Client applications for the Terminal are defined using the
Display Client Configuration Wizard.

To define a Camera Display Client application for the terminal, follow these
steps.
1. Click the Display Clients icon at the bottom of the ThinManager
navigation pane.
Figure 193 - Add Camera Display Client

2. Right-click on the Camera branch and choose Add Display Client.

The Display Client Wizard appears, opened at the Client Name page,
which sets the name and type of Display Client.

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Figure 194 - Camera Display Client Name Page of the Display Client Wizard

3. Complete the required fields.


Field/Setting Description
Client Name Use to name the Display Client.
Set a Display Name Allows assignment of a different name to display in the ThinManager tree.
Type of Display Client Choose Camera, which creates a Display Client that allows the use of IP cameras.
Launches the Select Display Client dialog box, which allows you to add this Display Client to a
Change Group Display Client Group.
Permissions Launches the Permissions dialog box, which allows Relevance permissions to be set.

The wizard starts like the Remote Desktop Services Display Client Wizard but
changes at the Overlay Layout page.

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Figure 195 - Overlay Layout Page

4. Complete the required settings.

Camera feeds are laid out on the Overlay Layout page of the Display
Client Wizard.
Setting Description
Choose a setting from the pull-down menu to set the layout of the displays from a single
Choose Camera Overlay overlay to multiple overlays on the Display Client. Choices include formats from a single
camera to 16 camera displays.
Display Size Sets the display resolution size.
Launches the Custom Overlay dialog box, which allows you to define the name, size, and
Add Overlay location of the camera display.
Remove Overlay Removes a highlighted overlay from the Display Client.
Permissions Launches the Permissions dialog box, which allows Relevance permissions to be set.
Reset Scale Adjusts all Overlays to fit within the screen.
Snap Check to align the edges of the overlays, side by side.

You can either use a camera overlay template or lay out a custom overlay.

Camera Overlay Template


The wizard provides a number of layouts.
1. Choose a camera grid from the Choose Camera Layout pull-down menu.

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Figure 196 - 2x1 and 3x3 Grid Templates

2. Once a template is selected, click Next.

The Overlay Cameras page appears, where the wizard lets you add a
camera per grid.

Figure 197 - Overlay Cameras Page

3. Complete the required fields on the Overlay Camera page for


each overlay.
Setting Description
Overlay Name Automatically generated, but can be changed as needed.
Position/Size
Left Sets the left edge location of the overlay (in pixels).
Top Sets the top edge location of the overlay (in pixels).
Width Sets the overlay width (in pixels).
Height Sets the overlay height (in pixels).

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Setting Description
Cameras to Show
All Cameras Available Makes all cameras available. Clear the checkbox to add specific cameras via Add.
Add Use to add a camera to the overlay.
Delete Deletes a camera from the overlay.
Set Initial Camera Sets the initial camera from a series of cameras.
Overlay Options Launches the Overlay Options dialog box.

The gray-shaded area represents the overlay to which you are assigning
cameras. By default, All Cameras Available is checked, which makes all cameras
available in that overlay.
4. Click Set Initial Camera.

The Select Initial Camera dialog box appears with a list of cameras from
which to select.

Figure 198 - Select Initial Camera Window

5. Choose the camera to be displayed first, and click OK.

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Figure 199 - Overlay Cameras Page

6. To limit the overlay to a smaller set of cameras, clear the All Cameras
Available checkbox and click Add.

The Select Camera or Group dialog box appears.

Figure 200 - Select Camera or Group

7. Choose a camera and click OK.


8. Repeat until all the desired cameras are chosen.

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Figure 201 - Selected List of Cameras

If multiple cameras are chosen, the top-listed camera appears first.

Overlay Options
1. Once the cameras for the overlay are added, click Overlay Options.

The Overlay Options dialog box appears.

Figure 202 - Overlay Options

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2. Choose the Overlay Options for the camera display, and click OK.
Option Description
General Options
Makes the overlay visible at startup. Clear this setting to start the display client with the
Enable Overlay camera in a disabled, nonvisible state. The TermMon ActiveX Control can be used by an
application to enable the overlay.
Allows user on the terminal to interact with the overlay. If the user clicks in the overlay
Interactive area, they can perform functions such as switching cameras and making the overlay full
screen.
Scale Scales camera frames to the size of the overlay window. Aspect ratio is maintained.
Crops the camera frame if it is larger than the camera overlay. When combined with the
Crop Scale option, the overlay area is entirely filled.
Show Complete Camera Allows the entire path of the camera to be displayed. The path includes any groups of
Name which the camera is a member.
Border Size Determines the size of the overlay outside border.
Title Options
Title Position Position of the camera name within the overlay.
Size of the camera name when displayed within the overlay. Choose Don’t Show Title to
Title Size display no camera name.
Cycling Options(1)
Enable Cycling Cycles between the cameras assigned to the overlay.
Time (in seconds) that the overlay displays each camera before switching to the
Cycle Time next camera.
(1) Cycling Options are not available when All Cameras Available is checked on the Overlay Cameras page of the Display Client Wizard.
3. On the overlay Cameras page, click Finish.

Once a Terminal has a Camera Display Client added and is rebooted, the
camera images become visible.

Figure 203 - Shadow of a Terminal with a Camera Display Client

When the Camera Display Client is selected, the Terminal makes a connection
to the camera and requests the feed using the administrative account entered
when the camera was defined as a display server. This connection is active only
if the camera display client is active. If you switch to another display client,
then the Terminal drops the connection to the camera.

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The overlays and cameras are shown with green lightning bolts when active
and red lightning bolts when inactive.

Custom Overlays

You can create custom overlays instead of using the templates.

To create a new Camera Display Client, follow these steps.


1. Right-click on the Camera branch of the Display Client tree and choose
Add Display Client.

The Add Overlay dialog box appears.

Figure 204 - Add Overlay

2. Click Add Overlay.

The Custom Overlay dialog box appears.

Figure 205 - Custom Overlay

The Custom Overlay dialog box defines the boundaries of the overlay.

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3. Type the position of the overlay, in pixels, into the Left and Top fields.
4. Define the size of the overlay, in pixels, in the Width and Height fields.
5. Click OK.
Figure 206 - Overlay Layout Page of the Camera Display Client Wizard

Once the Custom Overlay dialog box is closed, the Overlay Layout page shows
the boundaries of the custom overlay.
6. Click Add Overlay to add another overlay.
Figure 207 - Second Overlay

7. Repeat step 6 as needed.

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Figure 208 - Overlay Cameras Page

The Display Client Wizard continues to add a camera or cameras to the


overlays as it did for the configured templates.

Figure 209 - Multiple Custom Camera Overlays

The wizard allows you to add cameras to each overlay in turn. The Overlay
Cameras page also allows you to edit the Left and Top positions and the Height
and Width.
8. Click Finish when done.

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Figure 210 - Two Custom Overlays in One Display Client

Once the Camera Display Client is assigned to a Terminal and the Terminal is
restarted, the display client with the custom overlays is shown on the Terminal.

Adding a Camera to an Existing Application

Camera overlays are added to an application using the Remote Desktop


Services Display Client Wizard. An overlay covers the screen of that display
client in the area you define. You can hide and reveal the overlay with the
TermMon ActiveX from ThinManager. See Cameras and the TermMon
ActiveX on page 168.

To add a camera to an existing application, follow these steps.


1. Double-click on a Remote Desktop Services Display Client to open the
Remote Desktop Services Display Client Wizard and click Next to
navigate to the Display Client Options page.

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Figure 211 - Display Client Options Page

2. Check Include Camera Overlays, which adds an Overlay Layout page to


the end of the wizard.
3. Click Next to navigate to the Overlay Layout page of the wizard.
4. Click Add Overlay.

The Custom Overlay dialog box appears.

Figure 212 - Overlay Layout Page of the Display Client Wizard

5. Enter the position of the overlay, in pixels, using the Left and Top fields.
6. Define the size of the overlay, in pixels, in the Width and Height fields

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7. Click OK.

The Overlay Layout page shows the boundaries of the custom overlay.

Figure 213 - Overlay Layout Page

8. Click Next to continue the wizard.

The Overlay Cameras page appears.

Figure 214 - Overlay Cameras Page

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9. Specify the cameras—check All Cameras Available or


click Add to launch the Select Camera or Group dialog box to select a
camera for the overlay.
Figure 215 - Select Camera or Group

a. Highlight the desired camera and click OK.


b.Repeat as needed.
Figure 216 - Overlay Cameras Page

10.When the cameras are chosen and the options configured, click Finish to
close the wizard.

The camera is displayed in the display client when it is added to a


Terminal configuration and the Terminal is restarted.

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Figure 217 - Embedded Camera in Application

Cameras and the TermMon ActiveX

Camera overlays added to an application cover the screen of that display client
in the area you defined via the Overlay Cameras page. You can hide and reveal
the overlay with the TermMon ActiveX from ThinManager.

The TermMon ActiveX Control file (termmon.ocx) is on the ThinManager CD.


It is also available in the Download section at
http://downloads.thinmanager.com/.

The Control must be registered before it can be used. Copy the termmon.ocx
file to the computer where you want to use it. Register the file by executing

regsvr32 <path\termmon.ocx>

Once registered, it can be added to the application and used to control the
camera overlays.
Available Commands for Use with Cameras
Commands Description
Used to enable a camera overlay. This method requires two parameters: the first
CameraOverlayEnable parameter is the name of the Display Client the overlay is on, and the second
parameter is the name of the overlay.
Used to disable a camera overlay. This method requires two parameters: the first
CameraOverlayDisable parameter is the name of the Display Client the overlay is on, and the second
parameter is the name of the overlay.
Used to start camera cycling for a camera overlay. This method requires two
CameraOverlayCycleStart parameters: the first parameter is the name of the Display Client the overlay is on,
and the second parameter is the name of the overlay.
Used to stop camera cycling for a camera overlay. This method requires two
CameraOverlayCycleStop parameters: the first parameter is the name of the Display Client the overlay is on,
and the second parameter is the name of the overlay.
Used to switch to the next camera in a camera overlay list. This method requires two
CameraOverlaySwitchNext parameters: the first parameter is the name of the Display Client the overlay is on,
and the second parameter is the name of the overlay.

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Available Commands for Use with Cameras


Commands Description
Used to switch to the previous camera in a camera overlay list. This method requires
CameraOverlaySwitchPrev two parameters: the first parameter is the name of the Display Client the overlay is
on, and the second parameter is the name of the overlay.
Used to make the current camera in a camera overlay enter full screen. This method
CameraOverlayFullscreenEnter requires two parameters: the first parameter is the name of the Display Client the
overlay is on, and the second parameter is the name of the overlay.
Used to make the current camera in a camera overlay exit full screen. This method
CameraOverlayFullscreenExit requires two parameters: the first parameter is the name of the Display Client the
overlay is on, and the second parameter is the name of the overlay.
Used to change cameras in a camera overlay. This method requires three
parameters: the first parameter is the name of the Display Client the overlay is on;
CameraOverlaySwitchByName the second parameter is the name of the overlay; and the third parameter is the
name of the camera. The camera name must include the full path if the camera is in
a camera group.
used to change the position of a camera overlay. This method requires four
parameters; the first parameter is the name of the Display Client the overlay is on;
CameraOverlayMove the second parameter is the name of the overlay; the third parameter is the x
location; and the fourth parameter is the y position.
Used to change the size of a camera overlay. This method requires four parameters:
the first parameter is the name of the Display Client the overlay is on; the second
CameraOverlayResize parameter is the name of the overlay; the third parameter is the width; and the
fourth parameter is the height.
Used to change the size and position of a camera overlay. This method requires six
parameters: the first parameter is the name of the Display Client the overlay is on;
CameraOverlayResizeMove the second parameter is the name of the overlay; the third parameter is the x
position; the fourth parameter is the y position; the fifth parameter is the width; and
the sixth parameter is the height.

Terminal Shadow The Terminal Shadow display client allows one ThinManager thin client to
shadow another. You can shadow one specific thin client or have a menu of
Terminals to shadow at will.

Terminal Shadow is valuable because it allows a user to shadow another


Terminal without needing to launch ThinManager to use the ThinManager
shadow function.

The ThinManager Terminal Shadow sends the screen display from the
shadowed Terminal to the other Terminal. It does not redirect the display from
the Remote Desktop Server, but sends the images from the actual
shadowed Terminal.

The Terminal Shadow feature is set up and configured as a Terminal Shadow


Display Client.

Shadow Any Terminal


The Terminal Shadow display client can be created with a list of Terminals that
can be shadowed. This is a great troubleshooting tool because a station can be
given a chance to view other Terminals to monitor problems or to analyze
problems without the need to travel to the specific problem area.

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Figure 218 - Display Client Tree of ThinManager

1. To launch the Display Client Wizard, right-click on the Terminal Shadow


branch of the Display Clients tree and select Add Display Client.

The Client Name page appears.

Figure 219 - Client Name Page of the Terminal Shadow Display Client Wizard

2. Enter a name for the Terminal Shadow display client.


3. (Optional) Click Set a Display Name to configure the display client to
display an alternative name in the ThinManager Server tree.
4. Click Next.

The Display Client Options page appears.

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Figure 220 - Display Client Options Page

5. Check the following options as needed.


Setting Description
Client Options
Allow Display Client to be tiled Allows the display client to be tiled.
Allows a Display Client to be moved from screen to screen. A movable display
Allow Display Client to be moved client can be anchored with a setting on the Screen Options page of the
Terminal Configuration Wizard.
Include Camera Overlays Allows an IP camera overlays to be added to this display client.
Include Virtual Screen Overlays Allows a virtual screen overlay to be added like a camera overlay.
Connection Options
Keeps a session active, reconnecting and restarting if it is closed. Clear the
Always maintain a connection checkbox to allow the user to close a session without an automatic start of
another session.
Starts a session for the Display Client at boot up. Clear the checkbox so a user
Connect at boot-up action is required to start the session.
In a MultiSession configuration, disconnects once it is moved into the
Disconnect in the background background. Use to require fewer resources.
6. Click Next.

The Terminal Shadow Display Client appears.

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Figure 221 - Terminal Shadow Display Client Page

The Terminal Shadow Display Client page of the Terminal Shadow Display
Client wizard is unique.
7. (Optional) Check All Terminals Available to add all of the Terminals to
the Shadow menu.
8. (Optional) Clear the All Terminals Available checkbox and click Add to
launch the Select Terminal or Group dialog box to select
specific Terminals. See Shadow a Specific Terminal.

Shadow a Specific Terminal

You can use the Terminal Shadow Display Client to shadow a specific
Terminal, duplicating the display to another thin client. This can be helpful to
provide a worker access to the HMI in various places in a large station, like a
commercial oven at a baking line.

To shadow a specific terminal, follow these steps.


1. Right-click on the Terminal Shadow branch of the Display Clients tree
and choose Add Display Client.

The Client Name page appears.

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Figure 222 - Client Name Page

2. Enter a name for the display client in the Client Name field.
3. Click Next.

The Display Client Options page appears.

Figure 223 - Display Client Options Page

The Terminal Shadow Display Client page appears.

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Figure 224 - Terminal Shadow Display Client Page

The Terminal Shadow Display Client page of the Terminal Shadow Display
Client wizard is unique.
4. Clear the All Terminals Available checkbox and click Add.

The Select Terminal or Group dialog box appears.

Figure 225 - Select Terminal or Group Window

5. Highlight a single group or a Terminal to add to the Shadow menu and


click OK. For a Terminal, repeat as needed to select all the Terminals
you want.

The selected Group or Terminals are displayed in the Terminal to


Shadow frame.

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Figure 226 - Terminal Shadow Display Client Page

6. Check Interactive Shadow to allow the shadowing user to interact with


the shadowed Terminal. Clear the Interactive Shadow checkbox to allow
the shadow user read-only access.
7. Choose which screen of a MultiMonitor thin client to shadow from the
Screen to Shadow pull-down menu.
8. Click Finish.

Shadow of the Terminal


The Terminal Shadow display clients are added to the Terminal like other
display clients.

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Figure 227 - Display Client Selection Page of the Terminal Configuration Wizard

The Terminal Shadow display clients have an icon of a Terminal and a monitor
session.
1. Move the desired Terminal Shadow display clients to the Selected
Display Clients list. Double-click on them or use the arrows to move a
highlighted display client.
2. Click Finish to save the configuration and restart the Terminal to send
the configuration to the Terminal.

The Select Terminal to Shadow dialog box appears when there are
Terminal Shadow Display Clients with multiple Terminals.

Figure 228 - Shadow Menu

3. Highlight the Terminal you want to shadow and click OK.

You are connected to the Terminal and display the screen from the
shadowed thin client.

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Display Client Group Selector During Shadow

The Terminal Shadow display client is displayed in the Group Selector Menu of
the Terminal to which it is assigned. The group selector shows the local display
clients assigned to the Terminal.

When the local Group Selector menu is shown, the Group Selector of the
remote Terminal is hidden.

Figure 229 - Local Terminal Menu Selector

To use the remote Terminal’s Group Selector, choose Hide on the Local Group
Selector, which hides the local selector and shows the Remote Group Selector.

Figure 230 - Remote Terminal Menu Selector

Once the Remote Group Selector menu is used, the local Terminal reverts to
the Local Group Selector.

Figure 231 - ThinManager Interface Showing Group Selector Menus

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Figure 231 on page 177 shows the Group Selector menus for both the Local and
the Remote Group Selectors.

Workstation Deployment Microsoft built Remote Desktop Protocol, RDP, into their workstation
operating systems so that a permitted user can make a connection to a
workstation and transfer the desktop session to another computer. RDP allows
ThinManager to capture a session on a Windows XP Pro, Vista Pro, Windows
7, or Windows 10 computer and transfer it to a thin client. This ability is very
helpful as it allows applications that are not RDS-compliant to be run on a
workstation, but the user can receive the session on a hardened industrial thin
client instead of a PC.

To transfer a workstation session to a thin client, the following are required.


• Turn on the Remote transfer on the PC
• Create a Workstation Display Client
• Apply the Workstation Display Client to a Terminal

The workstation ca be a physical computer or a virtual desktop.

Step 1 – On the PC

To enable the Remote Desktop function on the workstation, follow these


instructions. This example uses Windows XP. Consult Microsoft instructions
for more detail.
1. Go to the workstation Control Panel and open the System Properties, or
right-click My Computer and choose Properties.
2. Click the Remote tab.
Figure 232 - System Properties for XP Workstation

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3. In the Remote Desktop section, check Allow users to connect remotely to


this computer.
4. Click Select Remote Users.

The Remote Desktop Users dialog box appears, which shows the users
authorized to connect to the computer to transfer the session.

Figure 233 - Remote Desktop Users Window

5. Click Add.

The Select Users dialog box appears, from which you can authorize
users.

Figure 234 - Select Users Window

6. Enter the desired users to the text box.


7. Click Check Names to validate the users you entered.
8. Click OK to add the users.
9. Close all the windows to finish the tasks.

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Step 2 – Workstation Display Client

Create a Workstation Display Client to act as a template for


workstation deployment. The Workstation Display Client gets assigned to a
specific workstation when it is applied to a terminal.
1. Open ThinManager to the Display Clients tree.
Figure 235 - Access the Workstation Display Client Wizard

2. Right-click on the Workstation branch of the Display Clients tree of


ThinManager and choose Add Display Client.

The Client Name page of the Workstation Display Client


Wizard appears.

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Figure 236 - Client Name Page

The Client Name Page of the Workstation Display Client wizard is similar to
other Display Client Option pages.
3. Enter a unique name and select the Next button.
4. (Optional) Check Set a Display Name to show an alternative name in the
ThinManager Server tree.
5. Click Next.

The Display Client Options page of the Workstation Display Client


Wizard appears, which is similar to other Display Client Options pages
except for the Start Virtual Machine if necessary checkbox.

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Figure 237 - Display Client Options Page

6. (Recommended) Check Start Virtual Machine if necessary.


7. Click Next.

The Remote Desktop Services and Workstations Options page of the


Workstation Display Client appears, which is similar to other display
clients wizards.

Figure 238 - Remote Desktop Services and Workstation Options Page

8. Leave the Application Link checkbox cleared in order to deploy the


workstation as a desktop.

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9. Click Finish to close the wizard.

The completed display clients are displayed in the Workstation branch of


the Display Clients tree.

Figure 239 - Workstations in the Display Client Tree

Add the Workstation Display Client to the Terminal


1. Double-click on the Terminal in the Terminal branch of the
ThinManager tree to open the Terminal Configuration Wizard.
2. Click Next until the Display Client Selection page appears.
Figure 240 - Display Client Selection Page

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3. Highlight the workstation to be added and click the right-facing arrow to


add it to the Selected Display Clients list.
a. If the workstation uses a different Windows account than the
Terminal, highlight the workstation in the Selected Display Clients
list, and then click Override to change the Windows account that is
used for logging in.

The Override Settings dialog box appears.

Figure 241 - Override Settings

b.Check Override in the Windows Login Settings section and enter the
workstation’s correct user account credentials to the Username and
Password fields. Enter the credentials manually or click Search.

The Search for AD User dialog box appears. Search pulls a user
account from the Active Directory as shown on page 63.
c. Check Override in the Video Settings section to choose Resolution and
Color Depth from the pull-down menus.
d.Click OK to return to the Display Client Selection page.

Display Clients with an override display a yellow plus sign on


their icon.

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Figure 242 - Override Indicator

4. Click Next.

The Workstation Display Client shows a new page—the Complete the


Workstation Display Client Configuration Page appears, where you add
the workstation you want to transfer to the Terminal. There are two
options, using a physical workstation or a VCenter virtual workstation.

Figure 243 - Complete the Workstation Display Client Configuration Page

5. Click Add Workstation to add a physical workstation.

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The Add Workstation dialog box appears, which allows you to specify a
workstation by IP address and name.

Figure 244 - Add Workstation

6. Complete the Workstation IP Address and Workstation Display Name


fields.

You may also use this dialog box to point to a virtual workstation.
Complete the fields with the virtual machine’s IP address and name.
7. Click Add.
8. (Optional) If your virtual machines are on a vCenter Server that is
defined in ThinManager, click Add Virtual Workstation button on the
Complete the Workstation Display Client Configuration page.

The Add Virtual Workstation dialog box appears, which is populated by


any VCenter Servers you have defined in ThinManager.

Figure 245 - Add Virtual Machine

a. Choose the vCenter Server from the Select vCenter Server pull-down
menu.
b.From the Available Virtual Workstations pane, expand the
VCenter tree.
c. Highlight the desired virtual workstation and click Add.

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The workstation appears in the Selected Workstations pane on the


Complete the Workstation Display Client Configuration page.

Figure 246 - Complete the Workstation Display Client Configuration Page

d.(Optional) Add a second workstation as a backup, if desired.

Workstations can have only one connection to a remote user as they use a
one-to-one model instead of the one-to-many model of Remote
Desktop Services.

ThinManager has an error check system that prevents a workstation from


being deployed twice. A dialog box appears if a duplicate workstation is added.

Figure 247 - Duplicate Workstation Warning

A workstation can be added multiple times as a backup but only once as the
primary workstation.

Once the Workstation Display Client is added to a Terminal and the Terminal
is restarted, the Terminal connects to the workstation and transfers the
workstation display to the Terminal.

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Figure 248 - XP Workstation on a Thin Client

VNC Shadow ThinManager can connect to a VNC Server and send the VNC shadow to a
Terminal as a VNC Display Client.

In order to do so, follow these steps.


1. Define the VNC Server as a Display Server source as shown in
VNC Servers on page 110.
2. Create a Display Client to deploy the source on a client.

Shadow Any VNC Server

A VNC Display Client can be created that allows the user to select from a list of
all the VNC Servers.

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Figure 249 - Display Clients Tree

To shadow any VNC server, follow these steps.


1. Right-click on the VNC branch of the Display Clients tree and
choose Add.

The Display Client Wizard appears.

Figure 250 - VNC Display Client

2. Enter a Client Name and follow the wizard like other display clients.
3. (Optional) Click Set a Display Name to configure the display client to
display an alternative name in the ThinManager Server tree.

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4. Click Next until the VNC Display Client page appears.

5. Click All VNC Servers Available to make all VNC servers available to
shadow.
6. (Optional) Clear the Interactive Shadow checkbox to turn it off.
7. Click Finish to create the display client.

Once the VNC Display Client is added to a Terminal and the Terminal is
restarted, the VNC Display Client is available.

When you choose a VNC display client with multiple VNC servers, a menu that
lists all available VNC servers appears.

Figure 251 - VNC Server Menu

8. Highlight the desired VNC server and click OK.

The VNC server you chose is shadowed.

Shadow a Specific VNC Server

The VNC Display Client can be configured to show the output from a specific
VNC server.

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To configure a VNC Display Client to shadow a specific VNC server, complete


these steps.
1. Right-click on the VNC branch of the Display Clients tree and choose
Add Display Client.

The Display Client Wizard for Terminal Shadow appears.

Figure 252 - VNC Display Client Wizard

2. Complete the Client Name field.


3. (Optional) Click Set a Display Name to configure the display client to
display an alternative name in the ThinManager Server tree.
4. (Optional) Click Change Group to put the display client into a group.
5. Click Next to follow the wizard like other display clients.

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Figure 253 - VNC Display Client Page

6. Clear the All VNC Servers Available checkbox.


7. Click Add.

The Select VNC Server or Group dialog box appears.

Figure 254 - Select VNC Server of Group

8. Highlight the VNC server you want to shadow and click OK.

The chosen VNC server is added to the list to shadow on the VNC Display
Client page.

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Figure 255 - Chosen Server Added to VNC Display Client Page

9. (Optional) Click Add to repeat the process and add other VNC servers.
10.Click Finish to create the display client when done.
11. Clear the Interactive Shadow checkbox to turn it off. This puts the
shadow in a read-only mode.

Once the VNC Display Client is added to a Terminal and the Terminal is
restarted, the VNC Display Client is available.

If you have a single VNC server listed, the display client automatically shows
you that shadow. If you add multiple VNC servers to the list, the VNC display
client presents the menu with all the listed servers in it.

Virtual Screens This is a feature that allows you to divide a screen into separate overlays. It
allows you to deliver MultiMonitor functionality to a single physical monitor.

The method of creating the Virtual Screen overlays follows the methods of the
Camera Display Clients.

Virtual Screen Display Client Wizard


Virtual Screens are defined using the Display Client Configuration Wizard.

To define Virtual Screens, follow these steps.


1. Click the Display Clients icon at the bottom of the ThinManager tree.

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Figure 256 - Launch the Virtual Screen Wizard

2. Right-click on the Virtual Screen branch, and choose Add Display Client.

The Client Name page of the Display Client Wizard appears.

The wizard starts like the Remote Desktop Services Display Client
Wizard, but changes at the Select or Create the Virtual Screen
Layout page.

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Figure 257 - Client Name Page of the Display Client Configuration Wizard

3. Complete the Client Name field to name your display client.


4. Click Next to continue through the wizard until the Select or Create the
Virtual Screen Layout page appears.
Figure 258 - Select or Create the Virtual Screen Layout Page

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5. Complete the page per the following descriptions.


Setting Description
Use the pull-down menu to choose from templates or Custom, which requires the addition of at
Choose Layout least one overlay via Add. See Predefined Templates on page 196 and Custom Overlays on
page 204 for more information.
Screen Resolution Use the pull-down menu to choose the of the Virtual Screen display client.
Add Launches the Custom Overlay dialog box, which allows customer overlays to be defined.
Remove Removes a highlighted overlay.
Launches the Set Stacking Order of Virtual Screens dialog box, which allows the screens to be
Set Order prioritized.

Predefined Templates

The Choose Layout drop-down has a number of templates that allow you to add
anywhere from one to sixteen virtual screens.

Figure 259 - Select or Create the Virtual Screen Layout Page

1. Choose a template from the Choose Layout pull-down menu.


2. Choose a display resolution from the Screen Resolution
pull-down menu.
3. Click Next.

The Virtual Screen Configuration page appears.

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Figure 260 - Virtual Screen Configuration Page

The wizard allows display clients to be added to each overlay.


4. Click Add to add a Display Client to the overlay.

The Select Display Client dialog box appears, which lists all
display clients.

Figure 261 - Select Display Client Dialog

5. Highlight the desired Display Client and click OK.


6. Repeat as needed for the overlay.

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The Display Client appears in the Selected Display Clients field. Each
overlay may have one or more display clients in the overlay.

Figure 262 - Virtual Screen Configuration Showing Applied Display Client

7. Click Add to add more display clients.


8. (Optional) Highlight a display client and click Screen Options to apply
virtual screen options.

The Virtual Screen Options dialog box appears.

Figure 263 - Virtual Screen Options

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9. Choose the Virtual Screen Options per the following descriptions.


Option Description
Allow Display Clients to move Allows movement of a display client from one overlay to the other, much like the
to/from screen movement of display clients between monitors on a MultiMonitor thin client.
Show Display Client Selector Shows the pull-down selector at the top of the overlay. Click Selector Options
to configure.
Selector Options Use to configure selector options.
Allows tiling of Display Clients within the overlay if you have multiple
Enable Tiling
display clients.
Tiling Options Use to configure tiling options.
Virtual Screen Specific Mouse Enables Mouse Button Mapping to configure the mouse with use with the
Button Mapping Virtual Screens.
Mouse Button Mapping Use to define mouse buttons as hotkeys.
Virtual Screen Display Options
Show Virtual Screen Border Shows a border between the overlays.
Virtual Screen Always Visible Ifthough
the user switches to a different display client, this overlay remains visible even
its display client is hidden.
Hide Virtual Screen at Startup Hides the Virtual Screen at startup. It is intended to be used with the TermMon ActiveX,
which toggles the overlay visibility.
Displays the Display Client in the Virtual Screen, but makes it view-only and
Virtual Screen is view only not interactive.
Allow Full-screen Allows a Display Client to appear full screen and not show the sidebar.
Allows for control of the status message shown in the upper-left corner of the
Show Messages Terminal display.
Use Terminal Setting Sets the Virtual Screen to follow the configuration of the Terminal.
Yes Turns on the status messages.
No Turns off the status messages.
Swap Options
Swap Destination Allows the location of the Virtual Screen, moved during a swap, to be specified.
Swap on empty Virtual Screen Move the highlighted Virtual Screen to an empty Virtual Screen when selected from the
pull-down Selector.
Show “Swap” in Selector Menu Adds the Swap option to the pull-down Selector menu.
Enable Single-swap mode Allows a single mouse click in a Virtual Screen window to initiate the swap.
10.Click Selector Options to configure the selector options.

The Display Client Selector Options dialog box appears.

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Figure 264 - Display Client Selection Options

Choose from the following Display Client Selector options.


Option Description
Hides the pull-down menu Display Client selector unless the mouse is positioned over it.
Auto-hide Selector Clear this checkbox to show the selector at the top-center of the screen.
Tile on Selector activation Adds the tiling command to the pull-down menu when Auto-hide Selector is checked.
Selector Menu Size Use this pull-down menu to set the font size of the text in the Display Client selector.
11. Click OK to close the Display Client Selector Options dialog box.
12.Click Virtual Screen Specific Mouse Button Mapping to activate the
Mouse Button Mapping button.
a. Click Mouse Button Mapping.

The Mouse Button Mapping dialog box appears.

Figure 265 - Mouse Button Mapping Dialog Box

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13. Complete the Mouse Button Mapping dialog box per the following
settings. Each mouse button can be configured with a different
function. Use Button 1 (Left Mouse) for touch screens without a mouse.
Setting Description
Default Leaves the button with its original action.
Calibrate Touch Screen Initiates the touch screen calibration program.
Tile Initiates the tiling of display clients.
Swap Exchanges display clients in Virtual Screens.
Full Screen Expands an overlay to Full Screen.
Go to next display client Navigates to the next display client in the list.
14. Click Next to continue to the next overlay once all the dialog windows
are closed.

The Display Client Wizard navigates from overlay to overlay, which allows you
to add display clients to each one.

Figure 266 - Virtual Screen Configuration Page

15. Click Finish when the configuration is done.

Add a Virtual Screen to a Terminal

Virtual Screen Display Clients are added to a Terminal as any other Display
Client.
1. Double-click on the Terminal in the Terminal tree.

The Terminal Configuration Wizard appears.


2. Click Next until the Display Client Selection page appears.

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Figure 267 - Display Client Selection Page of the Terminal Configuration Wizard

3. Double-click or highlight the Virtual Screen Display Client in the list of


Available Display Clients and click the right-facing arrow to move it to
the Selected Display Clients pane.

Once the Virtual Screen Display Client is in the Selected Display Clients
list it is added to the Terminal.

Figure 268 - Selected Display Clients

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4. Click Finish and restart the Terminal to apply the change.

Figure 269 shows the QuadScreen01 Virtual Screen Display Client on


a Terminal.

Figure 269 - Virtual Screen on the Terminal

The screen has four virtual screens added and showing.

If Enable Tiling is checked on the Virtual Screen Options dialog box, Figure 285
on page 212, then the display clients in an overlay are tiled as shown here.

Figure 270 - Tiling within an Overlay

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Custom Overlays

ThinManager provides the option of building and defining custom overlays


instead of using the predefined templates. This section shows an example of a
custom Virtual Screen display client with four custom overlays.

Define Virtual Screens with the Display Client Configuration Wizard.


1. Click the Display Clients icon at the bottom of the ThinManager tree.
2. Right-click on the Virtual Screen branch and choose Add Display Client.

The Client Name page of the Display Client Wizard appears.

Figure 271 - Display Client Wizard for Virtual Screens

3. Complete the Client Name field to name your display client.


4. Click Next until the Select or Create the Virtual Screen Layout
page appears.

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Figure 272 - Custom Overlay Layout

The initial Virtual Screen is a blank canvas and needs at least one overlay
added.
5. Click Add.

The Custom Overlay dialog box appears.

Figure 273 - Custom Overlay Layout

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Complete the Custom Overlay field settings per the following descriptions to
set the size and location of the custom overlay.
Setting Description
Overlay Name Provides a name to the overlay.
Position/Size
Left Sets the position of the left edge of the overlay.
Top Sets the position of the top edge of the overlay.
Width Sets the width of the overlay.
Height Sets the height of the overlay.

This example creates a 1440 x 1080 overlay that is touching the


upper-left corner.
6. Click OK to accept the settings.

The created Overlay is shown in Overlay window when done.

Figure 274 - Created Overlay

7. Click Add.

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The Custom Overlay dialog box appears again. The example in Figure 275
uses an overlay that is 1440 pixels from the left edge and has a screen
resolution of 480 x 360 pixels.

Figure 275 - Custom Overlay #2

8. Click OK to accept the settings.


Figure 276 - Display of Created Overlay

9. Click Add.

The Custom Overlay dialog box appears for the next overlay.

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Figure 277 - Custom Overlay #3

This example uses an overlay that is 1440 pixels from the left edge, 360 pixels
from the top, and has a screen resolution of 480 x 360 pixels.
10.Click OK to accept the settings and return to the Select or Create the
Virtual Screen Layout page.
Figure 278 - Display of Created Overlay

11. Click Add to launch the Custom Overlay dialog box for the next overlay.

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Figure 279 - Custom Overlay #4

Figure 279 uses an overlay that is 1440 pixels from the left edge, 720 pixels from
the top, and has a screen resolution of 480 x 360 pixels.
12.Click OK to accept the settings and return to the Select or Create the
Virtual Screen Layout page.
Figure 280 - Display of Created Overlay

Figure 280 shows the completed layout of the overlays.


13. Click Set Order.

The Set Stacking Order of Virtual Screens dialog box appears. This is
important when the overlays overlap.

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Figure 281 - Set Stacking Order of Virtual Screens

14. Highlight the virtual screen and click Top, Up, Down, or Bottom per
their respective descriptions to set the priority of stacked overlays.
Field/Buttons Description
Virtual Screens Lists the overlays added to the virtual screen.
Top Moves a highlighted overlay to the top of the list.
Up Moves a highlighted overlay higher on the list.
Down Moves a highlighted overlay lower on the list.
Bottom Moves a highlighted overlay to the bottom of the list.
15. Click OK to return to the Select or Create the Virtual Screen Layout page.
16. Click Next.

The Virtual Screen Configuration page appears, where you add display
clients to the overlays. Each custom overlay needs a display client.

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Figure 282 - Adding Display Clients to the Virtual Screens

The wizard shows one overlay at a time. Display clients can be added as shown
in Predefined Templates on page 196.

Figure 283 - Adding Display Clients to the Virtual Screens

17. Click Add.

The Select Display Client dialog box appears, where you can select a
display client from a list of all display clients.

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Figure 284 - Select Display Client

18.Highlight the desired Display Client and click OK to return to the Virtual
Screen Configuration page.
19. Click Screen Options.

The Virtual Screen Options dialog box appears.

Figure 285 - Virtual Screen Options

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20.Choose the Virtual Screen Overlay options per the following


descriptions.
Option Description
Allow Display Clients to move Allows movement of a display client from one overlay to the other, much like the
to/from screen movement of display clients between monitors on a MultiMonitor thin client.
Show Display Client Selector Shows the pull-down selector at the top of the overlay. Click Selector Options
to configure.
Selector Options Use to configure selector options.
Allows tiling of Display Clients within the overlay if you have multiple
Enable Tiling display clients.
Tiling Options Use to configure tiling options.
Virtual Screen Specific Mouse Enables Mouse Button Mapping to configure the mouse with use with the
Button Mapping Virtual Screens.
Mouse Button Mapping Use to define mouse buttons as hotkeys.
Virtual Screen Display Options
Show Virtual Screen Border Show a border between the overlays.
Virtual Screen Always Visible Ifthough
the user switches to a different display client, this overlay remains visible even
its display client is hidden.
Hides the Virtual Screen at startup. It is intended to be used with the TermMon ActiveX,
Hide Virtual Screen at Startup which toggles the overlay visibility.
Displays the Display Client in the Virtual Screen, but makes it view-only and
Virtual Screen is view only not interactive.
Allow Full-screen Allows a Display Client to appear full screen and not show the sidebar.
Allows for control of the status message shown in the upper-left corner of the
Show Messages Terminal display.
Use Terminal Setting Sets the Virtual Screen to follow the configuration of the Terminal.
Yes Turns on the status messages.
No Turns off the status messages.
Swap Options
Swap Destination Allows the location of the Virtual Screen, moved during a swap, to be specified.
Move the highlighted Virtual Screen to an empty Virtual Screen when selected from the
Swap on empty Virtual Screen pull-down Selector.
Show “Swap” in Selector Menu Adds the Swap option to the pull-down Selector menu.
Enable Single-swap mode Allows a single mouse click in a Virtual Screen window to initiate the swap.
21.Click Mouse Button Mapping.

The Mouse Button Mapping dialog box appears, where you configure
actions for the mouse buttons through pull-down menus.

Figure 286 - Mouse Button Mapping

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22.Click OK to return to the Virtual Screen Options dialog box.


23.Click OK on the Virtual Screen Options dialog box to return to the
Virtual Screen Configuration page, which repeats for each overlay.
Figure 287 - Each Overlay is Configurable

24.Click Next to go to the next overlay. The wizard navigates to each


overlay, which allows the selection of display clients and settings.
25.Click Finish button when done.

Once the Virtual Screen wizard is finished, the Virtual Screen can be
added to a Terminal. The Terminal shows the Virtual Screens once it is
restarted.

Figure 288 on page 214 shows the main overlay with an HMI and the
three smaller overlays along the side, each with their own display client.
These overlays could have multiple display clients and be tiled, if desired.

Figure 288 - Custom Overlay in Action

Display Client Override on Virtual Screens

Virtual Screens do not allow an override in the Terminal


Configuration Wizard.

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Figure 289 - Display Client Selection Page Error

Virtual Screens do not allow an override on the Display Client Selection page of
the Terminal Configuration Wizard. It is done from the ThinManager tree
instead.
1. Double-click on the Virtual Screen under the Terminal in the Terminal
tree of ThinManager.

The Display Client Wizard appears.

Figure 290 - Virtual Screen Configuration Page

2. Click Next until the Virtual Screen Configuration page appears. The
Terminal Override button is enabled.

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3. In the Selected Display Clients pane, highlight the display client you
want to alter and click Terminal Override.

The Override Settings dialog box for that display client appears, which
allows normal display client overrides. See Login Requirements Page on
page 230 for details.

Figure 291 - Override Settings Page

4. Click Override in the sections to which the changes apply and click OK.

On Virtual Screen Configuration page, a yellow plus sign on the Display


Client indicates that it has a changed setting.

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Figure 292 - Virtual Screen Configuration Page Showing Override

5. Click Finish.

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Notes:

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Chapter 7

Devices

Terminal Configuration There are five types of Terminals that can be used in a ThinManager system.
• ThinManager-ready thin client
• ThinManager-compatible thin client
• aTMC for Android Devices
• iTMC client for iOS, iPads, and iPhones
• WinTMC client for Windows PCs and Surface tablets

Two steps are required to add a device. First, the device must be pointed to the
ThinManager Server to receive a configuration. Second, a configuration must
be created in ThinManager for the device to download.

In this section, we explain the configuration of the device in ThinManager,


then show how to connect each hardware device to ThinManager.

Terminal Configuration Wizard in ThinManager

To configure the device in ThinManager, follow these steps.


1. Click the Terminals icon at the bottom-left of ThinManager to display
the Terminals tree.
Figure 293 - Terminal Branch of the ThinManager Tree

2. Right-click on the Terminals branch and choose Add Terminal.

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The Terminal Configuration Wizard appears, opened at the Terminal


Name page.

Terminal Name Page

The first page of the Terminal Configuration Wizard is the Terminal


Name page.

Figure 294 - Terminal Name Page

1. Complete the Terminal Name page per the following descriptions.


Field/Button Description
Specifies the terminal name in ThinManager. Enter a name for the Terminal in
Terminal Name 15 characters or less.
Launches the Terminal Description dialog box, where you can add extra
Description information about the Terminal.
Terminal Group Adds the terminal to a group of terminals via Change Group.
Launches tree from which to select group for terminal to join. See Use Groups
Change Group for Organization on page 260 for details.
Copy Settings from another Terminal Click to activate Copy From.
Allows quick creation of terminal in that it launches the Select Terminal dialog
box with a tree that allows you to apply a terminal configuration that already
Copy From exists to the new terminal. See Copy Settings from another Terminal on
page 258 for details.
Applies Relevance permissions to the Terminal. See Permission-deployed
Permissions Applications in ThinManager on page 321 for details.
a. (Optional) Click Description.

The Terminal Description dialog box appears.

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Figure 295 - Terminal Description Dialog Box

b.Complete the Terminal Description dialog box per the


descriptions that follow.
Field/Button Description
Allows an extensive description to be added to the Terminal when the Terminal names are
Terminal Description industrialized, like “USP_MX10_L1_qty” or “Prod_TrayPkgShrkWrp_OIT”.
Custom Variables Allow a variable to be applied for advanced functionality.
Add Opens the Custom Variable dialog box for adding a custom variable.
Delete Deletes a highlighted custom variable.
Edit Click to change the settings for the highlighted variable in the Custom Variable dialog box.

Custom variables allow a single display client to be created with a custom


variable as part of the path. Each user, Terminal, or location has specific data
in the custom variable to modify the content that the display client delivers,
which allows one display client to do the work of many.

Additionally, a custom variable can pass specific data to an application through


the TermMon ActiveX.
2. (Optional) Add a Custom Variable.
a. Click Add.

The Custom Variable dialog box appears.

Figure 296 - Custom Variable Dialog Box

b.Complete the Custom Variable dialog box per these steps.


Field/Button Description
Name Assigns the name to the custom variable.
Value Assigns the value or content to the custom variable.
Hide Value Obscures the text in the Value field. Clear the checkbox to display the value.
OK Accepts the changes and closes the dialog box.
Cancel Closes the dialog box without changes saved.
c. Click OK to close the Custom Variable dialog box.

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d.At the Terminal Description dialog box, click OK.


e. At the Terminal Name page, click Next.

The Terminal Hardware page appears.

Terminal Hardware Page

The Terminal Hardware page allows you to specify the make and model of the
Terminals you are adding.

Figure 297 - Terminal Hardware Page of the Terminal Configuration Wizard

1. Complete the Terminal Hardware page per the descriptions that follow.
Field/Button Description
Make/OEM Choose the make of the hardware from the pull-down menu.
Model Choose the model of the hardware from the pull-down menu.
OEM Model Displays the actual model as listed in the TermCap.
Displays the video chipset used once the terminal connects to ThinManager as listed in
Video Chipset the TermCap.
Use the pull-down menu to change the firmware package that the terminal uses. Must
Terminal Firmware Package be enabled in Package Manager (Manage>Packages).
Removes the Terminal ID identifier from the configuration of an active terminal. The MAC
address of the terminal is used for the Terminal ID. Clearing the Terminal ID frees
Clear hardware that is already tied to a configuration and allows the terminal to be tied to a
different configuration without deleting its original configuration. It also allows the make
and model of the hardware to be changed.
Launches the Edit Terminal ID dialog box that allows for the manual change of the MAC
address of the configuration. Allows for the replacement of an old terminal by entering
the MAC address of the replacement. Entering the new MAC address allows the new
Edit terminal to boot and retrieve its configuration without selecting the terminal from the
list. Once a MAC address is registered within ThinManager, you can assign a static IP
address to it if the Terminal is PXE Booting and if the ThinManager PXE Server is set to
Not Using Standard DHCP Server. See Figure 399 on page 292.

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Use the correct Make and Model if you can, which allows you to configure the
Terminal to match the capabilities of the hardware used.
When a Terminal connects to its configuration for the first time, ThinManager adjusts
the configuration to match the actual hardware used and not the preconfigured
hardware selected to prevent errors. The default model, the ACP DC-40-100, is used
because it has limited video resolutions that every modern Terminal can use. If a
different model is assigned to this configuration, it may end up with the lower
video resolutions.

ThinManager uses the MAC address to identify the Terminals. The Terminal
ID field is automatically populated when hardware is associated with
the configuration.

Figure 298 - PXE Boot Configuration for ThinManager-compatible Thin Clients

2. Configure the ThinManager-compatible thin clients as


GENERIC/PXE as they use PXE boot to download their firmware.
3. Configure the PXE Server in ThinManager at Manage>PXE Server. See
PXE Server and PXE Boot on page 280 for information.
4. Click Next.

The Terminal Options page appears.

Android Devices

ThinManager has an Android application that allows the Android to run an


RDP session that is controlled and managed by ThinManager.

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Figure 299 - Hardware Configuration for Android Devices

ThinManager has an Android application that allows the Android to run an RDP session that is controlled and managed by ThinManager.

• Choose GENERIC/Android Device as the Make and Model of the client.

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Apple Devices

Figure 300 - Hardware Configuration for Apple iPad

• For Apple devices, choose Apple/iOS Device as the Make and Model of
the client.

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WinTMC Clients

ThinManager has a PC application that allows the PC to run an RDP session


that is controlled and managed by ThinManager.

Figure 301 - Hardware Configuration for WinTMC Clients

• Choose GENERIC/WinTMC as the Make and Model of the client.

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Terminal Options Page

The Terminal Options page starts the configuration process.

Figure 302 - Terminal Options Page of the Terminal Configuration Wizard

1. Complete the Terminal Options page per these descriptions.


Setting/Button Description
Terminal Options
Allow replacement at the terminal Allows the terminal to appear in the replacement list during a new
if off line terminal connection.
Put Terminal in Admin Mode Turns the Terminal on without showing the display clients, which is useful to use
at Startup as the Terminal to register HID cards or fingerprint scans.
Allows you to set an order for the Terminals to boot when many reboot
Enforce Boot Priority at once.
Priority Settings Launches the Boot Priority Settings dialog box.
Terminal Schedule
Set Schedule Makes Schedule active.
Schedule Launches the Event Schedule dialog box for the terminal.
Terminal Effects
Allows the desktops in MultiSession to slide smoothly into the desktop instead of
Enable Terminal Effects appearing instantaneously.
Allows the Terminal to display status messages in the upper-left corner of the
Show terminal status messages screen. Clear the checkbox to hide the messages from the operator.
Shadowing
Sets the Shadowing setting, which allows configuration of
Allow terminal to be shadowed Shadowing Options.
No Prevents the Terminal from being shadowed by anyone.
Asks the user to allow shadowing. The user must click Yes in a message dialog box
Ask before shadowing is allowed.
Displays a dialog box that alerts that the Terminal that it is to be shadowed, but
Warn does not require user input before shadowing is allowed.
Yes Allows shadowing to occur without warning or user input.
Allows users with Shadowing permission to interactively shadow the Terminal.
Allow Interactive Shadow Clearing this checkbox puts it into a read-only mode.

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a. Click Priority Settings.

The Boot Priority Settings dialog box appears.

Figure 303 - Boot Priority Settings

b.Complete the Boot Priority Settings dialog box per the descriptions
that follow.
Setting Description
Sets the priority level of the terminal, with 1 as the highest priority and 99 as the
Boot Priority lowest. The higher the number, the lower the priority.
Maximum wait time (seconds) Sets the maximum interval the Terminal waits before starting to reboot.
Reboot Lower Priority Terminals on Reboots lower priority (higher number) Terminals when this Terminal reboots,
which is useful if the lower priority Terminals are running an application that has a
startup dependency on the higher priority (lower number) Terminal.
c. Click OK.
2. Click Next to continue the configuration.

The Terminal Mode Selection page appears.

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Terminal Mode Selection Page

The Terminal Mode Selection page sets the modes used by the Terminal.

Figure 304 - Terminal Mode Selection

1. Complete the Terminal Mode Selection page per these descriptions.


Setting Description
Uses Permissions and the membership of an Access Group to grant or deny access
Enable ThinManager to applications, Terminals, or locations. See Permission-deployed Applications in
User Services ThinManager on page 321 for details.
Allows the Terminal to be assigned a Location and use the location features.
Enable Location Services Location Services on page 411.
Allows you to configure the Terminal to use two to five monitors depending on the
Enable MultiMonitor hardware capability. MultiMonitor on page 597.
An advanced MultiMonitor function that allows multiple users to share a single
Enable MultiSession MultiMonitor Terminal. It is not active unless MultiMonitor is activated.
See Select Hotkey Dialog Box on page 239.

ThinManager uses Display Clients to deploy applications. Check Use Display


Clients to use them. If you clear the Use Display Clients checkbox, you lose
other functions like MultiMonitor, TermSecure, MultiSession, and Instant
Failover. See Figure 406 on page 298.
2. Click Next.

The Login Requirements page appears.

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Login Requirements Page

The Login Requirements page assigns login options for several login types.
Here, you can control login methods at the terminal and whether to allow
automatic logins, a password, or a Personal Identification Number (PIN).

Figure 305 - Login Requirements Page

Setting Description
Manual Login Sets the authentication method for manual logins
Prompt for Password When checked, the user is required to enter a password
Prompt for PIN When checked, the user is required to enter a Personal Identification Number (PIN)
Card/Badge Reader Sets the authentication method for logins with a card or badge
Biometric Login Sets the authentication method for logins with a fingerprint reader
Resolver Login Sets the authentication method for logins using a resolver like a Bluetooth device
Button
Press to launch the Login Options window to control badge enrollment access at the
Login Options terminal and behavior on a failed-badge attempt
Launches the Login Methods Allowed window to define login methods allowed on
Login Methods the terminal.
1. Complete the Terminal Options page per these descriptions.
2. To control badge enrollment access and behavior on a failed-badge
attempt, click Login Options.

The Login Options window appears.

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Figure 306 - Login Options Window

Setting Description
When enabled, the user is prompted to log in manually after a failed card/badge
Allow Manual Login fallback login attempt, if allowed. Card/Badge Login must be enabled in Login
Methods Allowed.
When enabled, the user can enroll a card/badge at the thin client terminal.
Allow Card registration Assignment of unknown badge at terminal during user login was added in version
at terminal 12.00.00 and can be disabled via this function.
3. Choose the behavior of the login attempt.
4. Click OK.

You are returned to the Login Requirements page.


5. Click Next.

The Display Client Selection page appears.

Display Client Selection Page

The Display Client Selection page allows the applications to be assigned to


the Terminal.

Figure 307 - Display Client Selection Page

1. Move created display clients from the Available Display Clients list to the
Selected Display Clients list to add them to the Terminal configuration.
Double-click or highlight the display client and use the right arrow.

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Figure 308 - Display Client Selection Page of the Terminal Configuration Wizard

The addition of two or more display clients is MultiSession, which provides the
ability to deploy applications from different servers with ease.
2. Click Override.

The Override Settings dialog box appears.

Figure 309 - Override Settings Dialog Box

The Override Settings page allows you to change the user account used for
logins, add a command line option, or change the resolution.
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In a domain environment, you can use the Search button to pull a user account
from the Active Directory. See Active Directory User Login Account on
page 242.
3. Click OK.

The Override Settings dialog box closes.

Figure 310 - Override Indicator Icon

If a Display Client has a setting overridden, then the Display Client shows a
Changed icon in the Selected Display Clients list.
4. Click Next on the Display Client Selection page.

The Terminal Interface Options page appears.

Terminal Interface Options Page

The Terminal Interface Options page sets the methods to switch between
display clients when using MultiSession.

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Figure 311 - Terminal Interface Options Page

A single display client needs no additional navigation on the Terminal.


However, if you have multiple display clients on the Terminal, you need to have
a method to switch between the sessions. The Terminal Interface Options and
Hotkey Configuration pages allow you to configure switching methods.
1. Complete the mouse options for switching as described here.
Setting/Button Description
Display Client Selection Options
Show Selector on Terminal Displays an on-screen pull-down menu that can be activated by mouse.
Launches the Display Client Selector Options dialog box, which contains settings for
Selector Options tiling sessions when using MultiSession.
Allows Display Clients to be tiled on the monitor to provide an overview of all
Enable Tiling sessions at once.
Launches the Tile Options dialog box, which has the settings for tiling sessions when
Tiling Options using MultiSession.
Screen Edge Group Selection Activates a feature that switches windows if the mouse is moved off screen.
Allow Display Clients to move to/ Allows a display client to be moved to any active screen on a MultiMonitor thin client.
from screen
Shown when the Enable ThinManager User Services is checked on the Terminal
Main Menu Options Mode Section page.
Opens the Pin Pad Options dialog box, which allows you to configure the PIN pad
Pin Pad Options when using a Personal Identification Number instead of a password.
a. Click Selector Options.

The Display Client Selector Options dialog box appears.

The Display Client Selector is hidden in the top center of the Terminal screen
and is revealed when the mouse is moved to the center of the top edge.

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Figure 312 - Display Client Selector Options

b.Complete the Display Client Selector Options dialog box as described.


Setting Description
Hides the pull-down Display Client Selector menu until the mouse hovers over the
Auto-hide Selector top-center of the screen. Clear the checkbox to show the pull-down Display Client
Selector at the top-center of the screen.
Tile on Selector activation Tiles the sessions when an auto-hid selector is activated.
Selector Menu Size Sets the size of the text in the Display Client Selector.
c. Click OK to accept changes.
d.Click Tiling Options.

The Tile Options dialog box appears.

Figure 313 - Tiling Options

The Tile Options window has several settings for tiling sessions when
using MultiSession.
e. Complete the Tile Options dialog box as described.
Setting Description
Shows tiled sessions in a grid with each grid labeled with the session name while
Show Grid the session is loading.
Sets the length of time that the Terminal screen stays focused on a selected session
Tile Inactivity Time (secs) before reverting to a tiled state due to inactivity.
Tile Display Clients at startup Shows the sessions tiled when the Terminal first connects to its sessions.
Includes a session displaying the TermSecure
Include Main Menu as tile Main Menu.
Allows a user to click into a tiled session and control it interactively without
switching focus to a single session. To focus on a single session, use the Display
Tile Interactive Client Selector pull-down menu or the tiling hotkey
(CTRL + T), if enabled.
f. Click OK to accept changes.
g.Click Main Menu Options.

The Main Menu Options dialog box appears.

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Figure 314 - Main Menu Options

The Main Options dialog box that has the settings for Main Menu when using
ThinManager User Services. It is not visible unless ThinManager User Services
is chosen on the Terminal Mode Selection page.
2. Complete the Main Menu Options dialog box as described here.
Setting Description
Allow Reboot/Restart Adds a terminal Restart and Reboot button on the Main Menu.
Show Main Menu on Selector Lists the Main Menu as an option on the Display Client Selector pull-down menu.
Launches a virtual keyboard with the Main Menu open so the operator can log
Show Virtual Keyboard in manually.
a. Click OK.
b.Click Pin Pad Options.

The Pin Pad Options dialog box appears.

Figure 315 - Pin Pad Options Window

The Pin Pad Options dialog box allows you to configure the PIN pad when
using a Personal Identification Number instead of a password.
3. Complete the Pin Pad Options dialog box as described here.
Setting Description
Changes the pin pad from 1-2-3 on the top row like a phone to 7-8-9 on the top row
Reverse Pin Pad Button Order like a calculator.
Pin Pad Size Sets the size of the pin pad as a percentage of the screen.
4. Click Next on the Terminal Interface Options page.

The Relevance Options page appears.

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Relevance Options Page

The Relevance Options page allows the setting of the Relevance options.

Figure 316 - Relevance Options Page

Choose the Options before assigning a location, which locks the Options. If you need
to change an option, click Clear to clear the location, change the option, and then
reassign the Location.
1. Choose the Options as described here.
Setting Description
Assigned Location
Change Launches the Select Location dialog box.
Clear Clears the Assigned Location.
Enabled Resolver Types
Enable QR Code Location Ids Allows the scanning of a QR code to determine the location.
Enable Bluetooth Locations Allows the use of Bluetooth beacons to determine the location.
Allows the Global Positioning System of the mobile device to determine
Enable GPS Locations the location.
Enable Wi-Fi Locations Allows the signal strength of Wi-Fi access points to determine the location.
Use Force Transfer to restore Lets an operator restore a transferred session without asking permission.
Assigned Location
Allow Selection of the Location Lets the user select the location manually from a menu on the mobile device. If this
manually checkbox is cleared, then the user must use a Resolver.
Allows a manual login anywhere from that Terminal, which could be helpful on a
Enforce fencing on a manual control room Terminal. When chosen, this enforces fencing on that Terminal when a
Location selection location is selected manually.
Confirm before entering a Enables a dialog box that is shown each time a user enters an area.
location
Resolver Update Interval The frequency that the resolver updates.

Regarding Enable Resolver Types, Relevance has several methods of resolving


the location to allow specific applications to get sent to specific locations. Each
method selected requires configuration to associate a location with the
Resolver data.
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2. Click Change.

The Select Location dialog box appears.

Figure 317 - Select Location Window

The created Locations are displayed in the Select Location tree.


3. Highlight the desired Location and click OK.

Once the Location is assigned, the Options are locked.

Figure 318 - Location Assigned

4. Click Clear to clear the location and make the options available if you
need to change an option, then re-assign the Location.
5. Click Next.

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Select Hotkey Dialog Box

The Select Hotkey dialog box allows you to configure hotkeys for display
client switching.

Figure 319 - Select Hotkey

1. Complete the Select Hotkey dialog box per these descriptions.


Setting Description
Tile Initiates the Tiling of display clients.
Swap Exchanges display clients in Virtual Screens.
Full Screen Expands an overlay to Full Screen.
Go to next display client Navigates to the next display client in the list.
Go to previous display client Navigates to the last-used display client.
Instant Failover Allows hotkey switch between different sessions of a terminal using MultiSession.
Calibrate Touchscreen Initiates the touch screen calibration program.
Log on ThinManager User Opens the Relevance Login dialog box.
Log off ThinManager User Logs off the ThinManager User.
Log in to location Opens a login dialog box.
Log out of location Logs off the user from the location.
Directs the output of the keyboard to the specified screen. Note: to use this setting,
Set keyboard focus to a screen the terminal must have MultiMonitor enabled. Set the Hotkey parameter to designate
which screen receives the output.
Allows you to fail over the active Remote Desktop Display Server set on a specified
Display Client to another listed Remote Desktop Display Server. The failover affects the
Force failover to next designated Display Clients only, and it does not disable or fail over the Display Server
display server elsewhere. This setting is effective for Display Clients configured for Failover, instant
Failover, and SmartSession. Note: this setting does not work on Display Clients set to
Enforce Primary.
a. (Optional) Choose Enable Instant Failover Hotkey, and then click
Change Hotkey, which allows the hotkeys to be changed from
the default.

The Select Hotkeys dialog box appears.

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Figure 320 - Select Hotkeys for Instant Failover

The default hotkey for Instant Failover switching is set to Control+F9.


b.Click Alt Key or choose another function key from the
pull-down menu.
c. Click OK to accept changes.
d.(Optional) Click Enable Display Client Hotkeys, and then click Change
Hotkeys, which allows the MultiSession switching hotkeys to be
changed from the defaults.

The Select Hotkeys dialog box appears.

Figure 321 - Select MultiSession Switching Hotkeys

The default hotkey for MultiSession switching is set to Control+Page Up and


Control+Page Down.
e. Click Alt Key or use the pull-down menu to select another hotkey.
f. Click OK to accept changes or Cancel to close.
g.(Optional) Choose Enable Tiling Hotkey, and then click Change
Hotkey, which allows the hotkey to be changed from the default.

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Figure 322 - Select SessionTiling Hotkeys

The default hotkey for SessionTiling activation is set to Control+t.


h.Click Alt Key or use the pull-down menu to select another hotkey.
i. Click OK to continue or the Cancel button to close without accepting
changes.
2. Click Next on the Hotkey Configuration page to continue
the configuration.
3. Click Mouse Button Mapping.

The Mouse Button Mapping dialog box appears, which allows you to
configure actions for the mouse buttons through pull-down menus.

Figure 323 - Mouse Button Mapping

4. Click OK to accept any setting changes and close the window.


5. Click Next on the Hotkey Configuration page.

The Log In Information page appears, which is used to specify a


Windows Account that is used to log on to all Display Clients assigned to
the Terminal automatically. See Figure 331 on page 246.

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Active Directory User A ThinManager Server deployed in a domain can pull an Active Directory
account into the Username field of the Log In Information page of the
Login Account Terminal Configuration Wizard. See Figure 417 on page 305.

Search for Active Directory User


1. Click Search, which launches a series of dialog boxes that allows you to
select a domain user account for the Terminal login account.

The method is the same on Display Servers, Terminals, and


ThinManager Users.

A Search for AD User dialog box appears that allows you to select an
Active Directory user.

Figure 324 - Search for AD User Dialog Box

Buttons Description
Locations Opens the Select AD Location to Search dialog box to select the Organizational Unit (OU) to search.
Search Searches the selected OU and populates the Name field with the OU members.
Options
Filter Filters results with either the Contains or Starts With function and what is entered into the text box.
Sets the Search function to search nested Windows Security Groups when searching a Windows Security
Group. The Choose AD Synchronization Mode must be set to Security Group on the Active Directory System
Recurse Settings dialog box to work. Choose Manage>Active Directory>Settings to open the Active Directory System
Settings dialog box.

Search for Active Directory Location

The Search for AD User dialog box has a Location button that allows you to
search the Active Directory locations.
2. Click Locations.

The Select AD Location to Search dialog box appears.

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Figure 325 - Select AD Location to Search Dialog Box

3. Highlight the branch of the Active Directory tree that contains your
administrative user account and click OK.

The organizational unit is listed as the location.

Figure 326 - Search Organizational Unit

4. Click Search to populate the dialog box with the users.

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Figure 327 - Search for AD User Dialog Box

5. Highlight the desired user and click OK.

The domain user is added to the Username field of the Log In


Information page.

Figure 328 - Remote Desktop Server Name—Domain

6. Type the password in the Password field.


7. Click Verify to check whether the password you entered is valid.
8. Once it is verified, click Next to continue with the wizard.

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Figure 329 - Invalid Account Message

a. If the dialog box indicates an invalid password, click OK and try again.
Figure 330 - Valid Password Message

b.If the dialog box indicates a valid user account, click OK to close the
Account Verify dialog box.
9. Click Next to continue the configuration wizard.

User Accounts in the Terminal Configuration Wizard

Each Terminal needs a unique Windows account to start sessions on Windows


Remote Desktop Servers.

These Windows accounts can be created locally on each Remote Desktop


Server or in an Active Directory for domain accounts using standard Windows
procedures. You can apply Microsoft security as desired.

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Figure 331 - Log In Information Page

Leaving the Windows Log In Information fields blank forces the user to
manually log in to their sessions, which is useful for office settings or shared
Terminals. In this case, each user logs in with their personal account and gets
the privileges that the administrator granted them.

Local Windows User Accounts

Complete the Windows Log In Information fields with an established


Windows account to allow the Terminal to log in automatically and start
sessions without user action. Completing this page is useful in industrial
settings, where the Terminals are public and always run.

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Figure 332 - Completed Log In Information Page

1. Complete the Log In Information page as described here.


Setting Description
Username A local Windows account.
The password for the local Windows account. Complete this field if you want the
Password Terminal to log in automatically.
Confirm the password. Complete this field if you want the Terminal to log
Verify Password in automatically.
Domain Complete this field to use a domain Windows account.

Leave the fields blank to require the user to log in manually each time the
Terminal connects.

Individual display clients can be set to require a manual login by clearing the
Allow Auto-Login checkbox on the Remote Desktop Services and Workstation
Options page of the Display Client Wizard. See Figure 156 on page 124.

Individual display clients can be set to use a different Windows account than
the Terminal by using the Override button on the Display Client Selection page
of the Terminal Configuration Wizard. See Figure 240 on page 183.
2. Click Next to continue the configuration.

Active Directory User Login Account

A ThinManager Server in a domain can pull an Active Directory account into


the Username field using the Search button. This launches a series of dialog
boxes, which allow you to select a domain user account for the Terminal
login account.
1. Click Search.

The Search for AD User dialog box appears, which allows you to select an
Active Directory user.

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Figure 333 - Search for AD User Window

2. Complete the Search for AD User dialog box per these descriptions.
Button/Setting Description
Opens the Select AD Location to Search dialog box to select the Organizational Unit
Locations (OU) to search.
Search Searches the selected OU and populates the Name field with the OU members.
Filters the results with either the Contains or Starts With function and what you type
Filter into text field.
Sets the Search function to search nested Windows Security Groups when you search
a Windows Security Group. The Choose AD Synchronization Mode must be set to
Recurse Security Group on the Active Directory System Settings dialog box to work, which is
launched from Manage>Active Directory>Settings.
3. Click Locations.

The Select AD Location to Search dialog box appears.

Figure 334 - Select AD Location to Search

4. Highlight the branch of the Active Directory tree that contains your
administrative user account and click OK. Highlighting an Active
Directory branch reopens the Search for AD User window with the list of
domain users from that branch.

The OU is propagated to the location field of the Search for AD User


dialog box.

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Figure 335 - Search Organizational Unit

5. Click Search.

The list of domain users from that branch are populated to the
dialog box.

Figure 336 - Search for AD User Window

6. Highlight the desired user and click OK.

The domain user is added to the Username field of the Log In


Information page.

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Figure 337 - Domain User Added to Username Field

7. Type the correct password into the Password field.


8. Click Verify to check whether the password entered is correct.
a. If you receive a message of an invalid account, click OK and try again.
Figure 338 - Invalid Account Message

b.If you receive verification, click OK..

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Figure 339 - Valid Password Message

9. Click Next to continue in the configuration wizard.

The Video Resolution page appears.

Video Resolution Page

The Video Resolution page of the Terminal Configuration Wizard lets you
choose the Resolution, Color Depth, Refresh Rate, and Rotation for
your monitor.

The resolutions in the pull-down menus are dependent on the make and model
of hardware used.

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Figure 340 - Video Resolution

Setting Description
Choose the desired screen size from the pull-down menu, which lists the sizes available for the
Resolution hardware chosen on the Terminal Hardware page. Note: WinTMC configurations offer a Full Screen
option.
Choose the desired color depth from the pull-down menu, which contains the values available for the
Color Depth hardware chosen on the Terminal Hardware page.
Choose the desired refresh rate for the monitor from the pull-down menu, which contains the values
Refresh Rate available for the hardware chosen on the Terminal Hardware page. Adjustment to this setting can fix
issues where the screen pans.
Rotation (for Choose the desired rotation (0°, 90°, 180°, or 270°) from the pull-down menu to set the clockwise
portrait mode) rotation of the attached monitor. Note: Available for terminals that use Firmware 9.1 and later.

Match the Resolution and Color Depth settings to your monitor’s specifications for a
clear picture.
1. After making your choices, click Next.

WinTMC Settings

A Terminal configured as a WinTMC Terminal displays a WinTMC


Settings page in the configuration wizard for WinTMC clients. These only
apply to connections made by the WinTMC application.

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Figure 341 - WinTMC Settings Page

1. Complete the WinTMC Settings page per these descriptions.


Setting Description
Redirect Local Resources
Redirect Serial Ports Makes local serial ports available in a session.(1)
Redirect Drives Makes local drives available in a session.(1)
Redirect Printers Makes your local printer available in a session.
Redirect Sound Allows audio played in your session to play locally.(1)
Redirect Smart Cards Makes your smart card available in a session.(1)
Client Control Settings
Allow client to be closed Enables your user to close the client (WinTMC program).
Allow client to be sized Enables your user to resize the client.
Keeps the monitoring connection active when WinTMC is closed to allow shadowing.
Always maintain monitor Clear this checkbox to release the WinTMC license when the WinTMC program is closed
connection but denies shadow access.
Show display clients as Displays multiple Display Clients as separate windows rather than in one
separate windows window shell.
Experience Settings
Enables your user to select a Windows Desktop Background. If not selected, the
Show desktop background background is a solid color.
Show window contents while Allows the window contents to be shown while the window is being dragged.
dragging
Show menu/window animations Enables menu/window animations on the client.
Show themes Enables your user to select a Windows Theme.
Disable NLA Disables the user of Network Level Authentication for the client.
(1) Does not work when you connect to a Remote Desktop Server running Windows 2000 or earlier.

These functions may be denied by user policies or Remote Desktop Server


configuration. Check the Microsoft Local Policy, Group Policy, and Remote Desktop
Services Configuration.
2. Click Next.

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Mobile Device Settings

A Terminal configured as an Android or Apple iOS Terminal displays a Mobile


Device Options page.

Figure 342 - Mobile Device Options

The Mobile Device Options page has several settings that control the user
experience on mobile devices. It is displayed only when configuring an
Android or iPad Terminal. This page allows you to disable features normally
displayed in the mobile apps.
1. Complete this page per the these descriptions.
Setting Description
Toolbar Buttons
Show Scan Data Button Clear this checkbox to hide the Scan Data button.
Show Scan Resolver Button Clear this checkbox to hide the Scan Resolver button.
Show User Login Button Clear this checkbox to hide the User Login button.
Sound Options
Play Location Sounds Plays a sound when a location is entered.
Play User Login Sounds Plays a sound when the user logs in as a TermSecure or ThinManager user.
User Interface Settings
Show Zoom Map Clear this checkbox to hide the screen map while zooming.
Show Toolbar Clear this checkbox to hide the app toolbar.
Clear this checkbox to prevent the user from leaving the app to switch
Allow Exit to ThinManager Server List ThinManager Servers.
Allow Terminal to sleep Clear this checkbox to keep a tablet from going into sleep mode.
2. Click Next.

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Module Selection
Figure 343 - Module Selection Page of the Terminal Configuration Wizard

Modules are components that provide additional functions to a Terminal but


are not required for running the basic configuration. Modules include
touchscreen and sound drivers, dual Ethernet port modules, USB drives,
screen savers, and so on.
1. Click Add to launch the Attach Module to Terminal dialog box, which
allows you to choose a module to add to the Terminal.
Figure 344 - Attach Module to Terminal

2. Click OK to add the module and return to the Module Selection page.

Modules are covered in detail in Modules on page 535.


3. Click Next on the Module Selection page to continue the configuration.

The ThinManager Server Monitor List page appears.

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Figure 345 - ThinManager Server Monitor List Page

The ThinManager Server Monitor List page is a legacy page from earlier
versions of ThinManager and is not used for this version. This page was used
before Auto-Synchronization was added to ThinManager. This page was
needed to list the ThinManager Servers for the Terminals. Auto-
Synchronization does this automatically; so, the page does not appear when
using Auto-Synchronization.

However, the ThinManager Monitor List page remains as part of the


configuration wizard to prevent problems when upgrading from an old
ThinManager system to a modern one.
4. Click Next to continue the configuration.

The Monitoring Configuration page appears, which sets the speed with
which failover is detected and initiated.

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Figure 346 - Monitoring Configuration Page

A thin client creates a socket connection to the Remote Desktop Server. If the
socket is disconnected, the Terminal tries to reconnect and fails over based on
these settings.
5. Complete the Monitoring Configuration based on these descriptions.
Setting Description
Pre-set Monitor Interval
These setting have a set rate for the frequency whith which the Remote
Fast/Medium/Slow Desktop Server status is checked.
Custom Allows the administrator to change the settings from the defaults.
The period of time the Terminal waits after losing the socket connection before
Monitor Interval it tries to reconnect.
Monitor Timeout The period of time the Terminal waits between tries.
The number of times the Terminal tries to reestablish a connection before
Monitor Retry failing over.
Primary Up Delay Multiplier A constant used to generate the Primary Up Delay time.
A delay added (usually set to 30 or 60 seconds) to allow a Remote Desktop
Server to get fully booted before the Terminal tries to login. This time period is
Primary Up Delay equal to the Monitoring Interval multiplied by the Primary Up Delay Multiplier.
This setting prevents a Terminal using Enforce Primary from switching back to
its primary Remote Desktop Server before it is ready.
The amount of time in which a Terminal tries to connect to a Remote Desktop
Connection Timeout Server before giving up to try the next server.

The Fast setting is recommended.

Faster rates cause a quicker failover, but more frequent checks on Remote
Desktop Server status cause more network traffic. Slower rates cause less
traffic, but they slow the failover speed a little.
6. Click Finish to save the settings.

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Copy Settings from another Terminal

You can copy the settings from one Terminal during the creation process to
speed the configuration.

To create a new Terminal, follow these steps.


1. Right-click on the Terminals branch and choose Add Terminal.

The Terminal Name page of the Terminal Configuration Wizard


appears.

Figure 347 - Terminal Name Page

2. Check Copy Settings from another Terminal.


3. Click Copy From.

The Select Terminal dialog box appears, which shows a tree with all of
the created Terminals.

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Figure 348 - Select Terminal

4. Highlight a Terminal and click OK.

The dialog box closes and the configuration is applied from the
highlighted Terminal to the new Terminal.
5. Click Next.

The Terminal Hardware page appears, where the new Terminal gets
Terminal hardware applied to it.

Figure 349 - Terminal Hardware Page

6. Choose the hardware Make and Model to make Finish available.

You should also verify the Username and Password on the Windows Log In
Information page since every Terminal needs a unique Windows
account login. See Figure 603 on page 418 for more details.
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Use Groups for Organization

ThinManager allows the consolidation of Terminals into Terminal Groups.


which are used like folders to organize the Terminals into functional or
geographic groups. The Group Setting checkbox allows settings to be applied
to all members of the group to speed configuration and change deployment.

Any group setting is passed down to its members.

The Group Terminal Configuration Wizard is launched from the Terminals


branch of the ThinManager tree.
1. Click the Terminal icon at the bottom of the ThinManager tree to open
the Terminals tree.
Figure 350 - Add Group Command

2. Right-click on the Terminals branch and choose Add Group.

The Terminal Configuration Wizard appears. The wizard for the Group
parallels the Terminal Configuration Wizard since the group is a
collection of Terminals.

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Figure 351 - Add Group Menu

3. (Optional) Right-click on a group and choose Add Group to add a


subgroup, which adds a group under the highlighted group.
Figure 352 - Change Group Button

4. Click Change Group to add a Terminal.

The Select Terminal Group dialog box appears, which lists the groups
and subgroups.

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Figure 353 - Select Terminal Group

5. Expand the tree as needed, highlight the desired group, and click OK.

The Terminal is assigned to the selected group.


6. Click Finish to close the wizard and apply the changes before you
continue. If you need to adjust the configuration, close the wizard and
then reopen it.
Figure 354 - Group Membership

The group appears in the Terminal Group field, and the Terminal appears
nested in the group in the Terminals tree.

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Moving Out of a Group

A Terminal can be removed from a group by moving it to the Terminals branch


of the Select Terminal Group dialog box.
1. Double-click on the Terminal you want to change in the Terminals tree.

The Terminal Name page of the Terminal Configuration Wizard


appears.

Figure 355 - Change Group Button on the Terminal Name Page

2. Click Change Group.

The Select Terminal Group dialog box appears.

Figure 356 - Select Terminal Group Window

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3. Choose the top-level Terminals in the Terminal Group tree and click OK.
4. In the Terminal Configuration Wizard, click Finish.

The changes are applied. If you need to adjust the configuration, close
the wizard, then reopen it.

Figure 357 - Terminals Tree Showing Ungrouped Terminal

Once the wizard is closed, the ThinManager Terminals tree shows the
Terminal under the Terminals branch and the Terminal Group field of the
Terminal Name page is empty.

Use Groups for Configuration

ThinManager Terminal Groups can be used for faster configuration as settings


configured at the group level are applied to all the Terminals in the group. You
can use Group Setting with every setting in the Group Configuration Wizard.

Adding display clients is easy when you use Group Settings.


1. In the Terminals tree, double-click on a Terminal.

The Terminal Group Name page of the Terminal Configuration Wizard


appears.
2. Click Next until the Display Client Selection page appears.

Figure 358 shows that Line_1 group has three Terminals with a single
display client assigned.

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Figure 358 - Display Client Deployed With Group Settings

3. Check Group Setting.


4. Change the Selected Display Clients.
5. Click Finish.
6. Restart the Terminals.

Figure 359 shows that the Line_1 group had its group display clients changed
one time, and the change was propagated to all the member Terminals.

Figure 359 - Display Clients Deployed With Group Settings

To demonstrate the effects of using Group Setting, the following figures show
the Group Configuration Wizard on the left and the Terminal Configuration
Wizard of a member Terminal on the right.

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Figure 360 - Terminal Group Name and Terminal Name Pages

The left figure shows the opening screen of the Group Configuration Wizard
while the right figure shows the Terminal Configuration Wizard of a
group member.

The Group Configuration Wizard does not show the Terminal Hardware page
since that is an individual selection, not a group selection. The Terminal
Configuration Wizard shows the Terminal Hardware page, where you select
the hardware for the individual device.

Figure 361 - Terminal Group Options and Terminal Options Pages

On the left, Group Settings is checked in the Group Configuration. On the


right, the Terminal Configuration inherits Group Settings; therefore, Group
Settings is dimmed.

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Figure 362 - Group Terminal Mode Selection and Terminal Mode Selection Pages

In the Terminal Configuration Wizard on the right, Enable MultiMonitor is


available because that is based on the hardware selected and not the
group membership.

Figure 363 - Group Display Client Selection and Terminal Display Client Selection Pages

Choose display clients on the Group Configuration Wizard and check Group
Setting to assign those display clients to all member Terminals. You cannot
add or subtract from the list in the Terminal Configuration Wizard.

The Group Setting is efficient when all members of a group run the same
applications. If members need a different application, clear the Group Setting
checkbox and assign the display clients.

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Figure 364 - Group Terminal Interface Options and Terminal Interface Options Pages

On the left, the Group Configuration has Group Settings checked. On the right,
the Terminal Configuration has the settings dimmed because it is inheriting
the Group Settings.

Figure 365 - Group Hotkey Configuration and Terminal Hotkey Configuration Pages

On the left, the Group Configuration has the Group Settings checked. On the
right, the Terminal Configuration has the settings dimmed because it is
inheriting the Group Settings.

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Figure 366 - Group Log In Information and Terminal Log In Information Pages

The Group Log In Information page is dimmed and does not allow a group
user account to be added. This is because each Terminal needs a unique
Windows account to log in to Remote Desktop Servers.

Use a unique Windows account for each Terminal.

Figure 367 - Group Video Resolution and Terminal Video Resolution Pages

The video resolution can be applied to all members of a group. However, if the
monitor size is changed unexpectedly, you must clear the Group Settings
checkbox and apply the resolutions individually.
Since resolution may vary from terminal or station, it is not better to set video
resolution at the group level.

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Figure 368 - WinTMC Settings

The Group Configuration Wizard has a WinTMC Settings page, which allows
configuration of WinTMC clients with Group Settings.

The WinTMC Settings page does not appear in the Terminal Configuration
Wizard unless GENERIC/WinTMC is chosen as the Make and Model on the
Terminal Hardware page.

Figure 369 - Mobile Device Group Options

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The Group Configuration Wizard has a Mobile Device Group Options page,
which allows mobile clients to be configured with Group Settings.

This page does not appear on the Terminal Configuration Wizard unless
GENERIC/Android Device or Apple/iOS is chosen as the Make and Model on
the Terminal Hardware page.

Figure 370 - Group Module Selection and Terminal Module Selection

Modules can be added at the Group and Terminal levels. Modules selected for a
group display a Group icon on the Module Selection page of its members.

The left-side image in Figure 370 shows a module added to the


group configuration. The image on the right shows that module on the
Terminal with the Group icon to show from where it originated. Also in the
image at right, the USB touch screen module was added to the Terminal, but
does not show a group icon.

Figure 371 - Terminal Group Name and Terminal Name

In Figure 371, the Group Configuration on the left has the Group Settings
selected. The Terminal Configuration on the right has the settings dimmed
because it is inheriting the Group Settings.

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Deleting Old Groups

Follow these steps to delete an unnecessary group.


1. Click the Terminals icon at the bottom-left of ThinManager to open the
Terminals tree.
Figure 372 - Delete Option on Group Right-click Menu

2. Right-click on the group and choose Delete.

The Delete dialog box appears.

Figure 373 - Delete Dialog Box

IMPORTANT Read the dialog box before taking an action to prevent the loss of
needed Terminals.
3. Click Yes, No, or Cancel.
a. Click Yes to delete the group and member Terminals.
b.Click No to delete the group but leave the Terminals under the
Terminals tree.
c. Click Cancel closes the dialog without deletion.

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Figure 374 - Terminal Tree Showing Terminals without the Group

The Terminals from Line_1 are now nested under the Production group in
the Terminals tree.

EXAMPLE The two active Terminals from the Line_1 group are showing the Alert
icon, indicating that they must be restarted to load the
changed configurations.

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IP Configuration These are the five types of Terminals that can be used in a
ThinManager system.
• ThinManager-ready thin clients
• ThinManager-compatible thin clients
• WinTMC client for Windows PCs
• iTMC client for iOS, iPads, and iPhones
• aTMC client for Android mobile devices

Each type has a different method for connecting to ThinManager to receive


its configuration.

A ThinManager-ready thin client is shipped from the factory with the


ThinManager BIOS onboard. A ThinManager-ready thin client requires these
two things to connect to the ThinManager system.
• An IP Address for the client
• The ThinManager Server Address to retrieve the needed boot file
and configuration

A ThinManager-ready thin client can use Dynamic Host Configuration


Protocol (DHCP) or a static IP address for the client and ThinManager Server
IP address. Its BIOS instructs it to download the firmware.

A ThinManager-compatible thin client is a thin client that lacks the


ThinManager BIOS. ThinManager-compatible thin clients do not store static
IP addresses; so, each of them requires DHCP to assign the client IP address.
The ThinManager Server IP address and bootfile name can be provided by a
DHCP server or the ThinManager PXE Server.

A ThinManager-compatible thin client requires these three things to connect


to the ThinManager system.
• PXE Boot enabled in ThinManager
• An IP Address for the client
• The ThinManager Server Address to retrieve the needed boot file

The WinTMC client is a ThinManager client that runs on a Windows operating


system and provides a centrally managed connection to the Remote
Desktop Server.

Each client PC requires these two things to connect to the


ThinManager system.
• The installation of the WinTMC program
• The IP address of the ThinManager Server

The iTMC client is a ThinManager client that runs on an Apple iOS operating
system and provides a centrally managed connection to the Remote
Desktop Server.

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Each iPad requires these three things to connect to the ThinManager system.
• The installation of the iTMC program from the Apple App Store
• Membership on the ThinManager Server network
• The IP address of the ThinManager Server

The AndroidTMC client is a ThinManager client that runs on the Android


operating system and provides a centrally managed connection to the Remote
Desktop Server.

Each Android device requires these three things to connect to the


ThinManager system.
• The installation of the aTMC program from the Google Play Store
• Membership on the ThinManager Server network
• The IP address of the ThinManager Server

ThinManager-ready Thin Client IP Configuration

DHCP

A ThinManager-ready thin client is shipped from the factory set to use DHCP
(Dynamic Host Configuration Protocol).
1. After the Terminal is turned on, a prompt to press any key to configure
the IP setting appears. Press the space bar.
Figure 375 - IP Configuration Prompt Page

The IP Configuration Menu appears.

Figure 376 - IP Configuration Menu Page

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Out of the box, ThinManager-ready thin clients use DHCP, which assigns an IP
address to the thin client. However, the thin client also needs the IP address of
the ThinManager Server. ThinManager Server’s IP address can be provided by
the DHCP server using Option 066, Boot Server Host Name.

Figure 377 - Microsoft DHCP Server

2. Check option 066 Boot Server Host Name, and enter the IP address of
the ThinManager Server in the String value field to have the DHCP
server send the IP address to the ThinManager-ready thin clients.

PCs and laptops that use DHCP ignore this setting.

Static IP Addressing

Most models of ThinManager-ready thin clients allow the usage of static IPs,
which are set on the IP Configuration Menu.
1. Press any key at the IP Configuration Prompt page.

The IP Configuration Menu appears.

Figure 378 - IP Configuration Menu – Static IP

2. Press A to allow the client IP address to change from DHCP to static.

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3. Type the static IP address for the client, including the separating
periods, and press Enter.

Once the Terminal has a static IP assigned, the IP Configuration Menu is


shown to allow the setting of other values.
Setting Configuration Description
(A) Terminal IP Address A unique address for the Terminal.
Primary ThinManager Server
(B) The unique address for your main ThinManager Server.
IP Address
The Secondary ThinManager field allows the Terminal to use two
ThinManager Servers. If the Terminal cannot connect to the Primary
Secondary ThinManager Server
(C) ThinManager Server, it connects to the Secondary ThinManager Server to
IP Address receive its configuration. If you are not using a Secondary ThinManager
Server, set the IP address to 0.0.0.0.
Fill in the IP address of the router or gateway. If one is not used, set
(D) Router IP Address to 0.0.0.0.
(E) Subnet Mask Set to 0.0.0.0.
Set this to your subnet mask. 255.255.255.0 is a standard setting.
(F) Password Status IMPORTANT: Do not forget this password.
(G) Load Default Values Resets the ThinManager-ready thin client to the original IP values.
(H) Help Launches Help to explain the IP Configuration Menu.
Cancel any setting changes and let the Terminal continue to boot with the
(Q) Abort Changes and Exit old settings.
Apply any changes and allow the Terminal to continue to boot with the
(S) Save Changes and Exit new settings.
4. Type the letter of the desired setting and type the IP address, with
periods. Press the Enter key on the keyboard to accept each change.

Hybrid IP Addressing

ThinManager-ready thin clients with Boot Loader 5.01 and later can use DHCP
to assign the Terminal IP address. However, they can assign the ThinManager
Server IP address as a static IP in the IP Configuration Menu, as well.
1. Boot your thin client and press the spacebar when prompted on the IP
Configuration Prompt page.

The IP Configuration Menu appears.

Figure 379 - Boot Loader Default Values

2. Press B to add a static IP for the ThinManager Server.


3. Type the address.

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Figure 380 - DHCP with Static ThinManager Server

4. Once a ThinManager Server is assigned, type C to allow a redundant


secondary ThinManager Server to be assigned.
5. Type S to save the changes and allow the connection to the
ThinManager Server.

The Terminal nows boot using DHCP.


The Escape key lets you exit the entry field and return to the IP
Configuration Menu.

Firmware Download

Once the ThinManager-ready thin client is configured, the Terminal connects


to the ThinManager Server and downloads the firmware and configuration.

Figure 381 - Firmware Download

If the static IP address for the Terminal is a duplicate of another IP address on


the network, an error message is displayed, and the firmware download stops.

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Figure 382 - Duplicate IP Address Error

A Terminal with an error message needs to be rebooted and the IP address


corrected, see Figure 382. This is the error message: “A Device Exists on the
Network with this Terminal’s IP Address. You Must Resolve this Conflict to
Continue.”

Add and Configure Thin Clients

Connect and Start Wizard

When a Terminal is turned on for the first time, it initiates the Create New
Terminal mode given one of the conditions that follow are true.
• No Terminals are defined in ThinManager.
• All the defined Terminals are currently connected.
• All the defined Terminals that are turned off have the Allow replacement
at terminal if off line checkbox cleared on the Terminal Group Options
page. See Figure 361 on page 266.

When a Terminal enters the Create New Terminal Mode, the Terminal
launches the Terminal Configuration Wizard on the ThinManager Server. The
Terminal displays a dialog box that indicates to wait until the configuration is
finished before you proceed.

Figure 383 - Create New Terminal Mode Screen

Preconfigure and Select Configuration

The Replace or Create New Terminal Mode is initiated when a Terminal is


turned on for the first time and Allow replacement at terminal if off line is
checked on the Terminal Group Options page. See Figure 361 on page 266.

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Figure 384 - Replace or Create New Terminal Mode

The dialog box displays all the offline Terminals that the Terminal can replace.
Groups are displayed, which requires a pull-down menu to the
desired Terminal.

Highlight the desired Terminal name using the keyboard and


press Enter.

The Terminal retrieves the selected configuration and assumes


its identity.

If a Terminal has previously connected to ThinManager and received its


configuration, rebooting it does not present the option to select a different
terminal configuration.

PXE Server and PXE Boot

A ThinManager-ready thin client is shipped from the factory with the


ThinManager BIOS onboard. A ThinManager-ready thin client can use DHCP
or static for the client and ThinManager Server IP addresses. Its BIOS
instructs it to download the firmware.

A ThinManager-compatible thin client is a common off-the-shelf thin client


that lacks the ThinManager BIOS. ThinManager-compatible thin clients do
not store static IP addresses. Therefore, each of these thin clients is assigned
an IP address by a DHCP server.

A ThinManager-compatible thin client requires three things to connect to the


ThinManager system.
• An IP Address for the device.
• The ThinManager Server Address to retrieve the needed boot file.
• The Boot File name.

PXE Server Modes

There are four modes or methods that a ThinManager-compatible thin client


can use to receive information.
• Using standard DHCP server
• Using standard DHCP server on this machine
• Using standard DHCP server with Boot Options (PXE Disabled)

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• Not using standard DHCP server


Table 2 - ThinManager-compatible Thin Client IP Sources
Mode/Method Device IP ThinManager IP Boot File Name
Using Standard DHCP DHCP Server ThinManager ThinManager
Using Standard DHCP on machine DHCP Server ThinManager ThinManager
DHCP with Boot Options DHCP Server DHCP Option 066 DHCP Option 067
Not Using Standard DHCP ThinManager ThinManager ThinManager

Using Standard DHCP Server

Use the Using standard DHCP server mode when you have an existing DHCP
server in your system to pass out the IP addresses.
1. Choose Manage>PXE Server to open the PXE Server Wizard.

The PXE Server Configuration page appears.

Figure 385 - PXE Server Configuration Wizard

2. Check Enable PXE Server and click Next.

The Network Interface Configuration page appears.

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Figure 386 - Network Interface Configuration Page of PXE Server Configuration

Setting Description
Pull-down menu allows the network interfaces to be configured individually if
Select Interface to Configure ThinManager Server has multiple network cards.
PXE Server Mode
Uses existing DHCP server to provide client IP addresses while the ThinManager PXE
Using standard DHCP server server provides the ThinManager IP and boot file name.
Using standard DHCP server on Required to provide the PXE information when a standard DHCP server is installed on
the same computer as the ThinManager Server. Additionally, Port UDP-4011 must be
this machine open on the computer.
Using standard DHCP server Allows DHCP server to provide all needed information. Use if your DHCP server is
with Boot Options configured to use Option 066 (Boot Server Host Name) with the ThinManager Server
(PXE Disabled) IP address. You must use Option 067 (Boot file name) set to acpboot.bin.
Allows PXE thin clients to connect to ThinManager, which provides all necessary
Not Using standard DHCP information, through the selected network interface. Clear this checkbox if you only
server want known clients to connect.
IP Address Conflict Detection
ARP Checks for conflicts in the Address Resolution Protocol.
None Does not check for conflicts in the Address Resolution Protocol.
Allows unknown PXE thin clients to connect to ThinManager through the selected
network interface. Clear the checkbox to allow only known clients to connect, which
Allow New PXE Clients is a security feature that can prevent the provision of PXE information to new PXE
boot ThinManager-compatible thin clients.

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Figure 387 - Synchronized Network Interface Configuration Page

A synchronized ThinManager Server has a pull-down menu for the network


interface on both ThinManager Servers.

The easiest method of PXE boot is if you have an existing DHCP server.
3. Choose Using standard DHCP server and click Finish.

The PXE Server Initialization dialog box appears.

Figure 388 - PXE Server Initialization Dialog

The PXE server initializes and becomes active.

When the ThinManager-compatible thin client is turned on, it requests the


DHCP and PXE information. The DHCP server responds with the client IP
address. ThinManager responds with the PXE boot information, and the thin
client connects to ThinManager.

Using Standard DHCP Server on this Machine

Use the Using standard DHCP server on this machine mode when you have an
existing DHCP server in your system to assign the IP addresses, and it is
installed on the ThinManager Server.

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Figure 389 - Using standard DHCP server on this machine

This mode optimizes the PXE server when the ThinManager Server is installed
on the same machine as the DHCP server.

Port UDP-4011 must be open for this setting, and it is also required for Unified
Extensible Firmware Interface (UEFI) boot PXE clients.

Using standard DHCP server with Boot Options

Use the Using standard DHCP server with Boot Options (PXE Disabled) mode
when you have an existing DHCP server that is not on the ThinManager Server
and want it to provide all the information.

The DHCP server needs to be configured to provide Option 66, Boot Server
Host Name, and Option 67, Bootfile Name.

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On the DHCP Server


1. Choose Start>Administrative Tools>Computer Management on your
Microsoft DHCP server to open the Microsoft DHCP Service.
Figure 390 - Microsoft 2012 Server DHCP Scope Options

2. Right-click on Scope Options in the Scope tree and choose


Configure Options.

The Scope Options dialog box appears.


3. Scroll to and check Option 066 Boot Server Host Name. Type the IP
address of the ThinManager Server in the String value field. If you use a
redundant pair of ThinManager Servers, enter both IP addresses
separated by a space.
4. Scroll to and check Option 067 Bootfile Name. Type acpboot.bin in
the String value field.

The DHCP server is allowed to provide the boot information to both


ThinManager-ready thin clients using the default DHCP and
ThinManager-compatible thin clients via PXE boot. DHCP server is able to do
this because we configured a DHCP to provide IP addresses, the ThinManager
Server IP address as Option 066 and the acpboot.bin bootfile as Option 067.

In ThinManager
1. Choose Manage>PXE Server to open the PXE Server Wizard.
2. On the PXE Server Configuration page, check Enable PXE Server.
3. Click Next.

The Network Interface Configuration page appears.

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Figure 391 - Network Interface Configuration Page

4. In the PXE Server Mode section, choose Using standard DHCP server
with Boot Options (PXE Disabled).
5. Click Finish.

The PXE server is configured.

When the ThinManager-compatible thin client is turned on, it makes a DHCP


request. The DHCP server responds with the client IP address, ThinManager
IP address, and name of the bootfile to download. The
ThinManager-compatible thin client connects to ThinManager.

Not using standard DHCP server

Use the Not using standard DHCP server mode when you do not have an
existing DHCP server. This mode is configured to give ThinManager the ability
to pass all the information needed to boot.

ThinManager only passes IP addresses to terminals making a PXE request. It


ignores traditional DHCP requests.
1. To open the PXE Server Wizard, choose Manage>PXE Server.

The PXE Server Configuration page appears.


2. Check Enable PXE Server.
3. Click Next.

The Network Interface Configuration page appears.

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Figure 392 - Network Interface Configuration Page

4. Click Not using standard DHCP server.


5. (Optional) Click ARP to have the IP Address Conflict Detection check for
conflicts in the Address Resolution Protocol.
6. (Optional) Check Allow New PXE clients to control whether
ThinManager gives PXE information to new PXE boot
ThinManager-compatible thin clients.
7. Click Next.

The IP Address Range Configuration page appears.

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Figure 393 - IP Address Range Configuration

The ThinManager Server needs to have a range of available IP addresses so


that it can give the ThinManager-compatible thin clients their IP addresses.
8. Click Add.

The IP Address Range dialog box appears.

Figure 394 - IP Address Range

9. Complete the IP Range dialog box per these descriptions.


Setting Description
Starting IP Address Type the first IP address for the PXE Server to assign.
Ending IP Address Type the last IP address for the PXE Server to assign.
Subnet Mask The subnet mask of the network.
Router IP Address If needed, type the IP address of your router. Leave as 0.0.0.0 if not needed.
Buttons
Launches the Exclusions dialog box to exclude a specific IP address from the
Exclusions available page.

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Setting Description
Launches the Reservations dialog box that allows you to reserve a specific IP
Reservations address to be assigned to a thin client based on the thin client MAC add address.
Launches the Advanced IP Range Settings dialog box, which allows the addition of
Advanced DHCP options.
Clear IP Addignments Clears the settings from the IP Address Range dialog box.

Exclusions

To add an exclusion to the IP address range, complete these steps.


1. On the Exclusions dialog box, click Add.

The Exclusion Range dialog box appears.

Figure 395 - Exclusions and Exclusion Range Dialog Boxes

2. Type the Exclusion Start IP Address.


3. Type the Exclusion End IP Address.

To exclude a single IP address, enter it in the Exclusion Start IP Address field.

4. Click OK to close the Exclusion Range dialog box.


5. Click OK to close the Exclusions dialog box.

The range of IP addresses to exclude from assignment is complete.

Reservations

Reservations allow you to assign a specific IP address to a thin client each time
it boots. This can be done in the PXE Server or in the Terminal Configuration
Wizard.

Reservations in the PXE Server

To add a Reservation, complete these steps.


1. On the IP Address Range dialog box, click Reservations.

The Reservations dialog box appears.


2. Click Add.

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The Reservation dialog box appears.

Figure 396 - Reservation Window in the PXE Server

3. Type the MAC address from the ThinManager-compatible thin client in


the Hardware Address (MAC) field.
4. Type a secondary MAC address if the ThinManager-compatible thin
client has two NICs. These MAC addresses are often on the serial
number label.
5. Type the IP Address you want to assign to it.
6. Click OK on the Reservation dialog box.
7. Click OK on the Reservations dialog box.

The IP address range is displayed on the IP Address Range


Configuration page when the IP Address Range dialog box is closed.

Figure 397 - IP Address Range in PXE Server

The ThinManager PXE server is not a true DHCP server. It only issues IP addresses to
PXE boot devices. It does not assign IP addresses to other computers, laptops,
or devices.

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Reservations in the Terminal Configuration Wizard

ThinManager has an easy way to reserve IP addresses for PXE boot


thin clients.

Follow these steps.


1. Turn on the device and associate it with a configuration.
Figure 398 - Original Assigned IP Address

Figure 398 shows the original IP address.


2. Turn off the device. You cannot change the IP address of a Terminal that
is on.

When off, the Terminal icon in the tree turns red.


3. Double-click on a turned off Terminal in the ThinManager tree to open
the Terminal Configuration Wizard.
4. Navigate to the Terminal Hardware page and click Edit.

The Edit Terminal Id page appears, which is only be active on Terminals


that are off.

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Figure 399 - Edit Terminal ID Window

5. Check Statically assign IP Address, which allows you to set a static IP


reservation when addresses are assigned with the ThinManager
PXE server.
6. Click OK to close the Edit Terminal Id page.
7. Click Finish to close the Terminal Configuration Wizard.
8. Right-click the Terminal, and choose Restart.

It is now assigned the new IP address.

Figure 400 - Newly Assigned IP Address

An advantage of using ThinManager to assign IP addresses is, if you do a


replacement, the replacement Terminal is assigned the reserved
IP address.

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Local WinTMC Configuration

WinTMC is a PC application that allows ThinManager to manage the RDP


connections between the PC and Remote Desktop Servers. Also, WinTMC
provides enhanced features like failover and Instant Failover, which standard
RDP connections lack.

The WinTMC needs to be installed on a PC, then it needs to be configured to


point to ThinManager to receive its configuration.

When WinTMC starts, Configure is displayed on the ThinManager


splash screen.

Figure 401 - WinTMC Splash Screen

1. Click Configure to specify the ThinManager Server(s) to use.

The Add New ThinManager Server dialog box appears.

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Figure 402 - WinTMC ThinManager Server List Configuration

The ThinManager Server List allows the WinTMC to be pointed to one or more
ThinManager Servers to retrieve its configuration.
2. Type the IP address or name of your ThinManager Servers in the Enter
new ThinManager Server Name or IP Address field and click OK to add
them to the Current ThinManager Server list.
3. Click Move Up and Move Down to change the list order of ThinManager
Servers with which WinTMC tries to connect.
4. Click Delete to remove unneeded ThinManager Servers.
5. (Optional) Click Set Password to password protect this configuration
menu.

Once a password is configured, it is required to change the


configuration when a user clicks Configure when WinTMC is started.

If OK is clicked without entering a ThinManager Server, an error dialog


reminds you to enter a ThinManager Server address.

No ThinManager Server Specified

Once the local configuration is set, WinTMC connects to a ThinManager


Server and attempts to retrieve its configuration.

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Terminal Replacement Dialog

If the WinTMC PC has not been defined, the user is prompted with a dialog
box to allow for the creation of a new configuration or to replace an existing
Terminal configuration on the ThinManager Server.

This functionality is similar to that of the create/replacement menu on a Thin


Client. Select the thin client configuration you want to assume. Once the
WinTMC is assigned a configuration, you do not need to make a selection
again.

WinTMC Configuration in ThinManager

To create a WinTMC client in ThinManager using the Terminal Configuration


Wizard, follow these steps.
1. Choose GENERIC from the Make/OEM pull-down menu and WinTMC
from the Model pull-down menu on the Terminal Hardware page.

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Figure 403 - WinTMC Settings in Terminal Hardware

The Terminal ID populates with the name of the PC once the WinTMC client is
tied to a PC.

The Terminal Configuration Wizard for a WinTMC client is the same as for a
thin client with a few exceptions—the Video Resolution page and the WinTMC
Settings page.

Figure 404 - Video Resolution for WinTMC

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The Video Resolution for WinTMC includes a setting for FullScreen, which
populates with whatever resolution the PC client runs.

Also, you may choose from set resolutions.


WinTMC that runs on computers with multiple monitors can run as MultiMonitor
WinTMC clients.

Figure 405 - WinTMC Settings

The Terminal Configuration Wizard includes a WinTMC Settings page for


WinTMC clients. These settings only apply to connections made by the
WinTMC application and include the following.
Setting Description
Redirect Local Resources
Redirect Serial Ports Makes local serial ports available in a session.(1)
Redirect Drives Makes local drives available in a session.(1)
Redirect Printers Makes your local printer available in a session.
Redirect Sound Allows audio played in your session to play locally.(1)
Redirect Smart Cards Makes your smart card available in a session.(1)
Client Control Settings
Allow client to be closed Enables your user to close the client (WinTMC program).
Allow client to be sized Enables your user to resize the client.
Keeps the monitoring connection active when WinTMC is closed to allow shadowing.
Always maintain monitor Clear this checkbox to release the WinTMC license when the WinTMC program is closed
connection but denies shadow access.
Show display clients as Displays multiple Display Clients as separate windows rather than in one
separate windows window shell.
Experience Settings
Enables your user to select a Windows Desktop Background. If not selected, the
Show desktop background background is a solid color.
Show window contents while Allows the window contents to be shown while the window is being dragged.
dragging

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Setting Description
Show menu/window animations Enables menu/window animations on the client.
Show themes Enables your user to select a Windows Theme.
Disable NLA Disables the user of Network Level Authentication for the client.
(1) Does not work when you connect to a Remote Desktop Server running Windows 2000 or earlier.

These functions may be denied by user policies or Remote Desktop Server


configuration. Check the Microsoft Local Policy, Group Policy, and Remote Desktop
Services Configuration.

MultiMonitor WinTMC

ThinManager supports MultiMonitor for WinTMC if the PC runs Windows on


multiple video cards. If the PC successfully runs multiple monitors on the host
OS, then WinTMC can run MultiMonitor on up to five monitors.

Figure 406 - MultiMonitor – Enable MultiMonitor

MultiMonitor requires the use of Display Clients.


1. Check Use Display Clients to enable Enable MultiMonitor.
2. To configure a WinTMC client for MultiMonitor use, check
Enable MultiMonitor.
3. Click Next.

The Terminal Configuration Wizard displays the MultiMonitor Video Settings


page, Monitor Layout page, and Display Client Selection page as it does for
thin clients.

WinTMC Modules

WinTMC clients cannot use the ThinManager modules because they are
running Windows locally. Touch drivers, sound drivers, printers, and so on

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must be installed through the local Windows operating system instead of


relying on ThinManager modules.

Mobile Devices ThinManager supports Microsoft tablets with WinTMC, Apple iPads and
iPhones with iTMC, and Android devices with aTMC.

Apple iPad 2 is supported, but Bluetooth requires iPad 4.

Currently, ThinManager supports Android 5.0 and higher.

Configure an iPad in ThinManager

A configuration needs to be created in ThinManager so that the mobile device


can join the system as a Terminal.
1. Open ThinManager and click the Terminal icon to show the Terminals
branch of the tree.
Figure 407 - ThinManager Terminal Configuration Wizard

2. Right-click on the Terminals branch and choose Add Terminal.

The Terminal Configuration wizard appears.


3. Type the name for your mobile device in the Terminal Name field and
click Next.

The Terminal Hardware page appears.

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Figure 408 - Terminal Hardware Page

4. Choose Apple/iOS Device from the pull-down menus for the make and
model of hardware.
5. Click Next.

The Terminal Mode Selection page appears.

Figure 409 - Terminal Mode Selection Page

An iPad can run as a traditional client and have an application sent to it


without using Relevance.

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6. Check Enable ThinManager User Services and Enable Location Services


to control content by user permission or location.
7. Click Next.

The Relevance Options page appears, which allows you to assign a


location to the iPad. You may not want to assign the iPad to a location,
but have it interact with different locations.

Figure 410 - Relevance Options Page

The Relevance Options page allows you to enable various Resolver types. Check
the ones you want to use from the iPad.
Setting Description
Enabled Resolver Types
Enable QR Code Location Ids Allows the scanning of a QR code to determine the location.
Enable Bluetooth Locations Allows the use of Bluetooth beacons to determine the location.
Allows the Global Positioning System of the mobile device to determine
Enable GPS Locations the location.
Enable Wi-Fi Locations Allows the signal strength of Wi-Fi access points to determine the location.

Each method selected requires configuration to associate a location with the


Resolver data.
8. Click Next.

The Mobile Device Options page appears, which has several settings that
control the user experience on mobile devices.

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Figure 411 - Mobile Device Options

This page allows you to disable features normally displayed in the mobile apps.
9. Complete the Mobile Device Options page per these descriptions.
Setting Description
Toolbar Buttons
Show Scan Data Button Clear this checkbox to hide the Scan Data button.
Show Scan Resolver Button Clear this checkbox to hide the Scan Resolver button.
Show User Login Button Clear this checkbox to hide the User Login button.
Sound Options
Play Location Sounds Plays a sound when a location is entered.
Play User Login Sounds Plays a sound when the user logs in as a TermSecure or ThinManager user.
User Interface Settings
Show Zoom Map Clear this checkbox to hide the screen map while zooming.
Show Toolbar Clear this checkbox to hide the app toolbar.
Clear this checkbox to prevent the user from leaving the app to switch
Allow Exit to ThinManager Server List ThinManager Servers.
Allow Terminal to sleep Clear this checkbox to keep a tablet from going into sleep mode.
10.Complete the wizard as you would for any other thin client.

Configure an iPad for ThinManager

The iPad needs to have the iTMC client installed. The iTMC application can be
downloaded from the Apple App Store for free.
1. Go to the Apple App Store.
2. Type ThinManager in the search field.
3. Choose the iTMC application and click Open.

It downloads and installs on your iPad.

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Figure 412 - ThinManager iTMC Icon on iPad

4. Press the iTMC icon to launch the iTMC program.


Figure 413 - ThinManager iTMC Configuration Page

5. Press Add New ThinManager Server at the bottom of the configuration


page to add a ThinManager Server connection.

The Primary ThinServer Name or IP Address dialog box appears.

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Figure 414 - ThinManager Server Name or IP Address Dialog Box

6. Type the IP address of your primary ThinManager Server and click OK.

The Add ThinManager Server page appears.

Figure 415 - Add ThinManager Server Page

7. Type the name of the primary ThinManager Server in the


Description field.
8. Type the IP address of a secondary ThinManager Server in the
Secondary ThinManager Server IP field if you have one.
9. Click Save in the upper-right corner of the page.

You are returned to the Main page.

Associate the iPad to the Configuration

Once the ThinManager Server is defined on the iPad, you must associate the
hardware to the iTMC configuration you created.

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Figure 416 - Main Screen with Defined ThinManager Server

The defined ThinManager Server is displayed on the Main screen.


1. Press the ThinManager Server.

You are connected to that ThinManager Server.

A Pick Replacement page appears, which allows you to choose the newly
created Terminal configuration or launch the Terminal Configuration
Wizard when you click Create New Terminal.

Figure 417 - Pick Replacement

2. Press your newly defined Terminal to choose the configuration you


created for the iPad.

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Figure 418 - iTMC Client Session

Once the iTMC client connects, the display client assigned in ThinManager
is launched.
3. Press the Keyboard icon in the upper-left corner to launch the keyboard.
Figure 419 - Display Client Session on iPad

The iPad displays one session at a time.


4. In MultiSession configurations, when you use more than one display
client, use a finger swipe to minimize and switch display clients.
5. Press the Cascade icon in the upper-left corner to show all the available
display clients and navigate amongst them.

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Figure 420 - Multiple Display Clients

6. Press a minimized display client to open it in full screen.

iTMC iPad Gestures


Figure 421 - Pinch Zoom Gesture

The iPad program can use multiple figure gestures to control the application.
1. Zoom in by using two fingers to expand the screen.

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Figure 422 - Main Menu

The complete list of supported gestures is on the Info page.


2. To open the Info page, press Menu in the upper-right corner to launch
the Main Menu, then press Info.

This launches a list of gestures.

Figure 423 - Info Page of the iPad Program

Gestures Description
Left-click A tap performs a left-click.
Right-click A long press performs a right-click.
Left-click and Drag Pans in the session.
Toggle Keyboard A two-finger long press hides or reveals the keyboard.
Zoom Session A two-finger pinch zooms in and zooms out.
Pan Session A two-finger pan allows you to pan while zoomed in.
Toggle Menu Bar A three-finger long press hides or reveals the top menu bar.
Next Display Client A three-finger swipe left moves you to the next display client.
Previous Display Client A three-finger swipe right moves you to the previous display client.

If your three-finger commands do not work, choose Settings>General>Accessibility


and turn off the Zoom feature.

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Close the iTMC App


1. Double-click Home and swipe the app, or return to the Main Menu, to
close the iTMC app.
Figure 424 - Multiple Display Clients

Main is displayed when the display clients are minimized.


2. Touch Main.

A dialog box prompts for confirmation of connection termination.

Figure 425 - Close Application Dialog

3. Click Yes.

The iTMC connection closes and you are returned to the Main Menu.

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Guided Access on the iPad

Guided Access is a feature that allows the iPad to be locked to a single


application. Guided Access can help an administrator control the iPad, which
limits users to the iTMC program.
This advice is provided as a service to our users. Please see Apple documentation
for implementation.

To turn on Guided Access in the General Settings of the iPad, follow


these steps.
1. Open Settings on the iPad.
Figure 426 - Settings

2. Under Settings, press General.


3. Under General, press Accessibility.

The Accessibility page appears.

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Figure 427 - Accessibility Settings

4. Press Guided Access.

The Guided Access page appears.

Figure 428 - Guided Access Settings

5. Turn on Guided Access.


6. Press Set Passcode.

The Set Passcode dialog box appears.

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Figure 429 - Set Passcode

7. Type a four-digit number as the passcode.


8. Type the number again to confirm it.

IMPORTANT DO NOT FORGET THIS NUMBER. It allows you to turn off


Guided Access.
9. Press the Home button once to close Settings.

How to Use Guided Access

To use Guided Access, follow these steps.


1. Open the application you want to run exclusively, like iTMC.
2. Click the Home button three times to open the Guided Access control.

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Figure 430 - Guided Access for an Application

3. Press Start in the upper-right corner.

This restricts the iPad to that application. The user cannot close the
application and is restricted to that app.
4. Press the Home button three times to return to the Guided
Access control.
5. Press End in the top-left corner to stop Guided Access.

Guided Access is dormant until reapplied.


6. Choose Settings>General>Accessibility>Guided Access and turn off
Guided Access to completely turn it off.

Configure an Android Device in ThinManager

A configuration needs to be created in ThinManager so that the mobile device


can join the system as a Terminal.
1. Open ThinManager and click the Terminal icon to show the Terminal
branch of the tree.
2. Right-click on the Terminals branch and choose Add Terminal.

The Terminal Configuration Wizard launches.

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Figure 431 - ThinManager Terminal Configuration Wizard

3. Type the Terminal Name for your mobile device and click Next.

The Terminal Hardware page appears.

Figure 432 - Terminal Hardware Page

4. Choose Generic/Android Device from the Make/OEM and Model


pull-down menus.
5. Click Next.

The Terminal Mode Selection page appears.


6. Complete the wizard as you would for any other thin client.

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Configure an Android for ThinManager

The Android device needs to have the aTMC client installed. The aTMC
application is a free download from the Google Play App Store.

Figure 433 - aTMC at the Google Play Store

1. In the Google Play App Store, search for ThinManager and install the
aTMC application.
Figure 434 - aTMC Application on an Android Desktop

2. Once installed, press the aTMC program to launch it from the desktop
icon.

The Add New ThinServer dialog box appears, where your first action is to
define the ThinManager Server.

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Figure 435 - Add New ThinServer Dialog Box

3. Type the ThinManager Server name in the Description field.


4. Type the Primary ThinManager Server IP address in the Primary field.
5. (Optional) Type the Secondary ThinManager Server IP address in the
Secondary field.
If you have only one ThinManager Server, you need to click Next to
cycle to Done.
Figure 436 - Add ThinManager Server Dialog Box

6. Click Add.

The aTMC app shows your ThinManager Server listed.

Associate the Android Device to the Configuration

Once the ThinManager Server is defined on the tablet, associate the hardware
to the aTMC configuration you created.

The aTMC Start Screen shows the registered ThinManager Server.

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Figure 437 - aTMC Start Screen

1. Touch the ThinManager Server to connect.

The aTMC connects to the ThinManager Server.

Figure 438 - Connecting Status

Once the aTMC connects to the ThinManager Server, the Select a


Terminal to Replace dialog box appears.

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Figure 439 - Select a Terminal to Replace

2. Choose an existing Terminal configuration or click Create new


Terminal.
a. If you click Create New Terminal, a Terminal Configuration Wizard
launches on the ThinManager Server that lets you configure the
aTMC as a new Terminal.

Once connected, the Android device displays the applications assigned


in ThinManager. If the Android client uses MultiSession, then the
display clients are shown on tabs at the top of the screen.

Figure 440 - aTMC Client

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Chapter 8

ThinManager Users

Introduction ThinManager User Services grants and denies access to applications based on
permissions and membership in Access Groups.

To activate ThinManager User Services, check Enable ThinManager User


Services on the Terminal Mode Selection page of the Terminal
Configuration Wizard.

See ThinManager User Services Introduction on page 319 for details.

Location Services is Location-based computing. It does not just send an


application to a mobile device, but it is a way to enable the location to
determine the content sent to the device. The mobile device allows the user to
interact with the location.

To activate Location Services, check Enable Location Services on the Terminal


Mode Selection page of the Terminal Configuration Wizard.

See Location Services on page 411 for details.

Location Services has two types of locations: Assigned


and Unassigned.

Assigned locations are those that have a Terminal and monitor at the given
location, much like traditional computing. Location Services adds additional
functions to the location. These functions allow mobile devices to interact with
the location and Shadow the Terminal, Clone the applications, or Transfer
control of the location to the mobile device.

Unassigned locations are those that lack a permanent Terminal and monitor,
and all of the content is sent to the mobile device, which becomes the Terminal.

ThinManager User ThinManager User Services, formerly TermSecure, is a ThinManager feature


Services Introduction that allows users to use a ThinManager-ready thin client to access user-specific
or Terminal-specific Display Clients. ThinManager User Services does not
replace the Windows login, but adds an additional layer of security and control
to it.

ThinManager User Services has two main functions: hiding applications from
unauthorized users and deploying applications to a user at any location.
• With Permission Deployed Applications, you can assign a display client
to a Terminal and keep it hidden from users until they log in with the
correct Permissions. A user with the proper ThinManager User

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credentials is able to reveal and access the hidden application.

An example of how to apply this function is to allow a supervisor to


initiate a product change in regard to a recipe program. This belongs to
the station on the floor, but you want to prevent operators from
initiating the change.
• With Roaming User-specific Applications, you can assign Display
Clients to a ThinManager user, and they can get access to their
applications from any Terminal in the system. This function can be
initiated by either manual login or the use of an authentication device.
Roaming User-specific Applications allow a user to leave one Terminal
and log in to a different Terminal and reconnect to their session.
Essentially, the session follows the user from Terminal to Terminal.

An example use for this function includes a quality control worker’s


ability to retrieve reports assigned to them anywhere they log in.

Permission Deployed Applications are controlled with Permissions, which is


covered in Permission-deployed Applications in ThinManager.

Roaming User-specific Applications are controlled when the Display Client is


added to the ThinManager User configuration. This is covered in
Assign Roaming Display Clients to a ThinManager User on page 341.

The ThinManager User Services section is organized into several sections to


walk through the process.

Permission-deployed Applications – See Permission-deployed Applications in


ThinManager.
• ThinManager Access Group Creation on page 324
• Create the ThinManager User without a Windows Account on page 333
• Add Access Group to a Display Client on page 327
• Configure Terminals for Location Services on page 329
• Log On to Location Services on page 337

User-specific Applications – See Assign Roaming Display Clients to a


ThinManager User on page 341.
• Create the ThinManager User via Active Directory on page 343
• Create login strategies. See Assign Roaming Display Clients to a
ThinManager User on page 341
• Add User-specific Display Clients on page 351
• Configure Terminals for Location Services on page 329
• Log On with a ThinManager User Account on page 356

Use of Active Directory to Create ThinManager Users – see Password and


Account Management on page 379.
• Batch Create ThinManager Users using Active Directory OU on page 375

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Permission-deployed ThinManager User Services can use Access Group Permissions to control
Applications in ThinManager access to display clients on a Terminal. Since the display clients belong to the
Terminal, they are started with the Terminal’s Windows account. The
ThinManager user does not need a Windows account to start the session.

The scenario described in this section to explain the concept of Access Groups,
Permissions, and ThinManager Users does not have a Windows account tied
to it. Window accounts are covered in Create the ThinManager User via Active
Directory on page 343.

Permission-deployed Applications Diagrams

This section is a graphical representation of controlled access to display clients


via the Permission tied to Access Groups.

Figure 441 - Create Access Groups

See ThinManager Access Group Creation on page 324.

Figure 442 - Apply Access Groups to Display Clients

See Add Access Group to a Display Client on page 327.

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Figure 443 - Configure Terminals for Location Services

See Configure Terminals for Location Services on page 329.

Figure 444 - Create ThinManager Users

See Create the ThinManager User without a Windows Account on page 333.

Figure 445 - Apply Access Groups to ThinManager Users

See Create the ThinManager User without a Windows Account on page 333.

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Figure 446 - Log In with Access Group Permission Unlocks Display Client

See Log On to Location Services on page 337.

Figure 447 - Different Permissions Grant Access to Different Display Clients

See Log On to Location Services on page 337.

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ThinManager Access Group Creation


Figure 448 - Access Groups on ThinManager Menu Bar

To create a ThinManager Access Group, follow these steps.


1. Choose Manage>Access Groups in the ThinManager menu bar.

The Access Groups dialog box appears.

Figure 449 - Access Groups Dialog Box

2. Click Add.

The Access Group dialog box appears, which lets you define an
Access Group.

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Figure 450 - Access Group Dialog Box

3. Type a name for your Access Group in the Enter Group Name field and
click OK.
Figure 451 - Access Groups Dialog Box

The newly created Access Group appears in the list on the Access Groups
dialog box, available for use to grant or deny access to display clients.

Windows Security Groups can be added as Access Groups in a domain.

To add Windows Security Groups as Access Groups, follow these steps.


1. Click Add on the Access Groups dialog box.
2. The Access Group dialog box appears.
Figure 452 - Access Group Dialog Box

3. Click Select Windows Security Group.

The Select Security Group to Add dialog box appears, which displays the
Active Directory tree.

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Figure 453 - Select Security Group to Add Dialog Box

4. Highlight the desired Windows group and click OK.

The Windows security group is populated to the Enter Group Name field
of the Access Group dialog box.

Figure 454 - Access Group Dialog Box

5. Click OK.

The Windows Security Group is added to the list on the Access Groups
dialog box, and it is now available for use to grant or deny access to
display clients.

Figure 455 - Windows Security Group as Access Group

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Add Access Group to a Display Client

You must add the Access Group to the Display Client that you want to hide
from unauthorized users. This example uses Form01 and Form02.
ThinManager Access Group Display Client ThinManager User
Maintenance Form01 Mike, Bob
Supply Form02 Steve, Bob
1. Double-click on the desired display client in the ThinManager tree.

The Display Client Wizard appears.

Figure 456 - Client Name Page

2. Click Permissions

The Permissions dialog box appears.

Figure 457 - Display Client with Permissions Dialog Box

Display clients are members of the Unrestricted group by default.

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3. Highlight Unrestricted in the Member Of list and click the left arrow to
remove it from the list.
4. Highlight the desired Access Group and click the right arrow to add the
Access Group to the Member Of list. A display client can have several
Relevance Access Groups added to it.
Figure 458 - New Group Membership

The Permissions dialog box shows the Relevance Access Group membership.
5. Click OK to accept the change.
6. On the Client Name page, click Finish to close the Display Client Wizard
and accept the changes.
Figure 459 - Display Client Configuration Properties

7. Highlight the display client in the Display Clients tree and click the
Configuration tab to quickly view Access Group membership. Scroll

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down to the bottom of the Configuration tab to see Access Group


membership.

Figure 459 shows that this process was repeated to assign Maintenance
to Form01.

Configure Terminals for Location Services


Each Terminal can be configured to allow ThinManager logins.
1. Double-click on a Terminal in the ThinManager tree.

The Terminal Configuration Wizard appears.

Figure 460 - Default Terminal Permissions

By default, Terminals are members of the Unrestricted Access Group, which


allows any user to use the Terminal. Leave it this way unless you want to
require a ThinManager login to allow any access at all.
Setting an Access Group in Permissions for a Terminal locks users out of the
Terminal until they log in with a ThinManager User account.

Access is configured on the Terminal Mode Selection dialog box.

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Figure 461 - Terminal Mode Selection

2. Check Enable Location Services to enable Location Services logins on


the Terminal.

You must use Display Clients with Location Services.

You may use ThinManager User Services in combination with MultiMonitor


and/or Location Services.
3. Click Next until the Display Client Selection page appears.

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Figure 462 - Display Client Selection

4. Add the display clients to the Terminal.

In Figure 462, HMI_1 is Unrestricted, Form01 is restricted to


Maintenance, and Form02 is restricted to Supply.
5. Click Next until the Terminal Interface Options page appears.

When Enable Location Services is checked on the Terminal Mode Selection


page (see Figure 461 on page 330), a Main Menu Options button is displayed on
the Terminal Interface Options page.
6. Click Main Menu Options.

The Main Menu Options dialog box appears, which configures the
Location Services Login Menu.

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Figure 463 - Terminal Interface Options Page

Setting Description
Allow reboot/restart Adds Reboot and Restart to the menu.
Show Main Menu on Selector Adds the Location Services Main Menu to the Display Client pull-down menu.
Shows a virtual keyboard to the login process. Use to display an on-screen keyboard for
Show Virtual Keyboard touch screens.
7. Click OK to accept the changes.
Figure 464 - Pin Pad Options Dialog Box

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The Pin Pad Options dialog box allows you to configure the PIN pad when
using a Personal Identification Number instead of a password.
Setting Description
Changes the PIN pad from 1-2-3 on the top row, like a phone, to 7-8-9 on the top row,
Reverse Pin Pad Button Order like a calculator.
Pin Pad Size Sets the size of the PIN pad as a percentage of the screen size.
8. Click Next.

The Hotkey & Button Configuration page appears.

Figure 465 - Hotkey & Button Configuration Page

When Enable Location Services is checked on the Terminal Mode Selection


page (see Figure 461 on page 330), a Main Menu hotkey action is displayed in
the Terminal Hotkeys section of the Hotkey & Mouse Button Configuration
page. This allows you to set a keyboard hotkey to launch the Location
Services menu.
9. Click Finish to apply the changes.
10.Reboot the Terminal after changes are made.

Create the ThinManager User without a Windows Account


The ThinManager User Configuration Wizard is launched from the
ThinManager Users branch of the ThinManager tree.
1. Click ThinManager Users at the bottom-left of the ThinManager tree.

The ThinManager Users tree appears.


2. Right-click on the ThinManager Users branch and choose Add User.

The ThinManager User Configuration Wizard appears.

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Figure 466 - User Branch of the ThinManager Tree

The first page of the ThinManager User Configuration Wizard is the


ThinManager User Information page that creates the ThinManager
User account.

ThinManager Users with display clients assigned to them must be tied to a


Windows account.

If a ThinManager User does not have a display client assigned to them, and
they only use the Permissions to access a display client that belongs to the
Terminal, then the user does not need a Windows account.

In this scenario, a Windows account is not needed because the display client
belongs to the Terminal and is getting logged in with the Terminal’s account. A
Permission is applied to the user.

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Figure 467 - ThinManager User Information Page

3. To create a ThinManager User that is not an Active Directory user, first,


clear the Active Directory User checkbox.
4. Type a name in the User Name field.
5. Type a password into the Password and Verify Password fields.

A dialog box appears if the passwords do not match.


6. Click Permissions.

The Permissions dialog box appears.

Figure 468 - Permissions Dialog Box

7. To add your Relevance Access Group to your created user, double-click


on the Access Group in the Available list to move it to the Member Of list.

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Figure 469 - Multiple Access Groups

A ThinManager User can be a member in multiple Access Groups.


8. Click OK button to accept the changes.

These are the only settings needed for a ThinManager User to unlock hidden
applications: a ThinManager User name and membership in a Relevance
Access Group. The wizard has other settings that are described in
ThinManager Configuration Wizard on page 348.

Location Services Results

Use the information in this table to follow the example inFigure 470.
Relevance Access Group Display Client ThinManager User
Maintenance Form01 Mike, Bob
Supervisor Form02 Steve, Bob

The OperatorWorkstation is using Location Services with the unrestricted


HMI_1 display client and the restricted Form01 and Form02 display clients.

Figure 470 - ThinManager Shadow of Thin Client Example

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The example in Figure 470 shows the ThinManager tree and the shadowed
display of the thin client.
• The Terminals tree shows four display clients assigned to
OperatorWorkstation. The lightning bolt indicator for the hidden
display clients are red to show that it does not have a connection. Only
HMI_1 and RDS1 are visible on the Terminal because they
are unrestricted.
• Figure 470 shows the group selector in the shadow and displays the
unhidden display client in the selector.

Log On to Location Services

To log in a ThinManager User on a Terminal, follow these steps.


1. Go to a Terminal that has Enable Location Services checked on the
Terminal Mode Specification page, see Figure 461 on page 330.
2. Log in one of these ways.
• Open the display client selector pull-down menu and choose
Main Menu.
• Press the CTRL+m hotkey to launch the Main Menu if the hotkey was
activated.

The Main Menu is displayed on the Terminal.

Figure 471 - Location Services Main Menu

3. Click Log In.

A virtual keyboard is displayed if Show Virtual Keyboard is checked on


the Main Menu Options dialog box when the Terminal for Location
Services is configured on the Terminal Interface Options page.

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Figure 472 - Location Services Log On Screen with Virtual Keyboard

Figure 473 - Location Services Log On

4. Type your ThinManager user name in the Enter User Name field and
click OK.
Figure 474 - Password Dialog Box

5. Type the password in the Enter Password field.


6. Click OK.

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Figure 475 - ThinManager with User Logged On

Figure 475 shows ThinManager User, Mike, logged in to the Terminal, his
name in parentheses.

Notice that the group selector on the shadowed Terminal now has the hidden
display client showing in the pull-down menu. The lightning bolt icon now
shows a connection.

The ThinManager Users tree lists the users.

Figure 476 - ThinManager Users Tree

A user that is logged in to a terminal with Location Services shows a different


icon and the name of the terminal into which they are logged. In Figure 476,
Mike is logged in to OperatorWorkstation.

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Figure 477 - Membership in Multiple ThinManager Access Groups

A ThinManager User can be a member of multiple Location Services


Access Groups.

In Figure 477, Bob is a member of both Maintenance and Supply. When he is


logged in, the display clients for both Maintenance and Supply are displayed.
They are hidden when he logs off.

Log Out of Location Services

The ThinManager User can log out by one of these actions.


• Open the Location Services Main Menu on the Terminal and click
Log Off
• Right-click on the ThinManager User in the ThinManager tree and
choose Logoff User
• Restart or reboot the Terminal that has a ThinManager User logged in
Figure 478 - Main Menu

Button Description
Switch User Logs off the ThinManager User and disconnects any sessions from Display Clients assigned to the user. It
opens the Login screen for another ThinManager User.
Logs off the ThinManager User, and logs off any sessions from Display Clients assigned to the user, and
Log Off returns to the Terminal’s display.

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Assign Roaming Display Location Services can assign a user-specific display client to a ThinManager
Clients to a User. This display client is accessible from any Terminal or location that has
been configured with ThinManager User Services. ThinManager Users require
ThinManager User a valid Windows account since they log in to a Windows session of their own.

Roaming Display Clients in Location Services Diagrams


The following is a graphical representation of the process to assign
user-specific display clients to a ThinManager user to allow the application to
follow the user anywhere they need to go.

Create ThinManager Users and Display Clients

Assign the Display Client to the ThinManager User

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The Display Client is sent to the Terminal where the ThinManager User Logs In

The Display Client follows the ThinManager User

The Display Client Follows the ThinManager User

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Create the ThinManager User via Active Directory

ThinManager Active Directory integration allows a ThinManager User to have


its Windows user account drawn from the Active Directory. You allow
ThinManager to store the password to streamline password management.

The ThinManager User Configuration Wizard is launched from the


ThinManager User branch of the ThinManager tree.
1. Click ThinManager Users near the bottom-left corner of the
ThinManager tree.

The ThinManager Users tree appears.


2. Right-click on the ThinManager Users branch and choose Add User.

The ThinManager User Configuration Wizard appears.

Figure 479 - User Branch of the ThinManager Tree

The first page of the ThinManager User Configuration Wizard is the


ThinManager User Information page that creates the ThinManager
User account.

ThinManager Users that have display clients assigned to them must be tied to
a Windows account. If a ThinManager User does not have a display client
assigned to it, and it only uses the Permissions to access a display client that
belongs to the Terminal, then it does not need a Windows account.

This scenario assigns display clients to the ThinManager User so a valid


Windows account is needed.

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Figure 480 - ThinManager User Information

The first page of the ThinManager User Configuration Wizard is the


ThinManager User Information page that creates the ThinManager
User account.
1. Click Active Directory User, which allows you to draw the user account
from the Active Directory.
2. Click Search.

The Search for AD User dialog box appears, which begins the Active
Directory process.

Figure 481 - Search for AD User Dialog Box

3. Click Locations.

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The Select AD Location to Search dialog box appears from which you can
choose a location.

Figure 482 - Select AD Location to Search Dialog Box

4. Highlight the AD location you want to select the user from and click OK,
which populates the location into the Locations field in the Search for AD
User dialog box.
Figure 483 - Search for AD User – Location Selected

5. Once the Location has been selected, click Search to populate the user
field with users from the highlighted location.

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Figure 484 - Search for AD User Dialog Box – Users

6. Highlight the desired user account from the Active Directory members
and click OK.

The user account is populated to the AD User Name field of the


ThinManager User Information page. See Figure 485.

Figure 485 - ThinManager User Information

7. Click Permissions to apply membership in Access Groups.


See Permission-deployed Applications in ThinManager on page 321.

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8. Click Finish if you only need a Permission applied.


Button/Setting Description
Launches the User Description dialog box. See ThinManager User Settings for Non-domain Users on
Customize page 361.
Password Choose Manage>Active Directory>Settings on the ThinManager menu to configure in the Active
Options Directory System Settings.
Launches the Pin Maintenance Options dialog box. See ThinManager User Settings for Non-domain
Pin Options Users on page 361.
Launches the Choose User Group dialog box. See ThinManager User Settings for Non-domain Users on
Change Group page 361.
Copy Settings
from another Allows the user to inherit the properties of another user.
User
Opens the Select User dialog box that allow you to select the user from which to
Copy From inherit properties.
9. Click Next if you want to apply user-specific display clients.
Figure 486 - Active Directory Password Page

Setting Description
Active Directory Password
Allow ThinManager to Allows ThinManager to store the Active Directory password in an encrypted form. Clear
store password the checkbox for ThinManager to require a password each time the session logs on.
Password Type the password.
Verify Checks with Active Directory to validate the password.
Re-Sync Account Sends the typed password to the Active Directory.
Password Maintenance
Allow ThinManager to rotate Check to allow ThinManager to update the Active Directory password per the schedule
password you set.
Use System Defaults Uses the system defaults set at Manage>Active Directory>Settings.
Minimum Password Length Sets the minimum amount of characters the password must contain to be valid.
Maximum Password Length Sets the maximum amount of characters the password must contain to be valid.
Sets the number of days between scheduled password changes. This setting is
Rotate Password every propagated from the Password Maintenance Options dialog box when Force User to
n days change password periodically is checked.

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If Allow ThinManager to store password is checked, then you can have the
Windows password stored in ThinManager, which allows a fingerprint scan to
send the Windows password automatically for authentication.

Check Allow ThinManager to store password to use the system defaults, or


clear the Use System Defaults checkbox to customize the password settings.
10.Type the user password in the Password field and click Verify to check
your password against the Active Directory.
a. If the password is incorrect, a dialog box appears to indicate account
information is not valid.
Figure 487 - Account Verify Dialog - Not Valid

b.If the password is correct, the dialog box appears to show a


positive result.
Figure 488 - Account Verify Dialog - Valid

11. Click OK.


12.Click Next on the Active Directory Password page.

The Card/Badge Information page appears.

ThinManager Configuration Wizard

The next page in the ThinManager User Configuration Wizard is the


Card/Badge Information page.

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Figure 489 - Card/Badge Information

You can tie a ThinManager User to an HID card and validate with a card scan,
or you can associate a user fingerprint to the account and have a fingerprint
scan validate the user.

These methods are covered in Card Readers and Fingerprint Scanners on


page 391.
1. Check Prompt for Password or Prompt for Pin, as a secondary
credential, for the Card/Badge Login, Biometric Login, or Manual Login.
Setting Description
Prompt for Password If checked, requires the user to enter a password.
Prompt for Pin If checked, requires the user to enter their PIN.
2. Click Next to continue.

The Resolver Selection page appears.

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Figure 490 - Location Resolver

Setting Description
Prompt for Password If checked, requires the user to enter a password.
Prompt for Pin If checked, requires the user to enter their PIN.

ThinManager allows a Resolver to pass the specific user’s credentials for


a login.
3. Click Add.

The Choose a Location Services Resolver dialog box appears.

Figure 491 - Choose a Resolver Dialog

4. Choose the resolver from the Resolver Name pull-down menu.


5. Choose User Login from the Choose Action pull-down menu.
6. Click OK to apply the resolver.

The user logs in when the resolver is activated.


7. Click Next to continue.

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The Display Client Selection page appears.

Add User-specific Display Clients


Roaming applications require that display clients are assigned to individuals.

Figure 492 - Display Client Selection Page

The Display Client Selection page has one setting, Add User-specific
Display Clients?
Setting Description
User can be assigned display client of their own that they can access from any Terminal that has Location
Yes Services enabled. You can also assign the user Permissions to let them access hidden applications.
User is able to access display clients that belong to the Terminal they log in to only. Use with Permissions to
No grant access to applications hidden with Access Group Permissions.
8. Click Next to continue.

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Figure 493 - Display Client Specification Page

The Display Client Specification page allows Display Clients to be assigned to


the ThinManager User if Add User-specific Display Clients is set to Yes.
9. Move a Display Client that you want the ThinManager User to use from
the Available Display Clients list to the Selected Display Clients list. Use
the Right Arrow to move a highlighted Display Client, or double-click a
display client to move it.
10.To add a new Display Client, click Edit Display Clients to launch the
Display Client Wizard. See Remote Desktop Services Display Clients on
page 121 for details.
11. Click Next to continue.

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Figure 494 - Terminal Interface Options

The Terminal Interface Options page sets the menus and hotkeys for the
ThinManager User so a Terminal using MultiSession needs to have a method
to switch between sessions. This is similar to the page in the Terminal
Configuration Wizard.

Group Selector Options allow on-screen switching of sessions.


Setting Description
Use Terminal Check to let the ThinManager User inherit the properties that are configured for use with
Settings the Terminal.
Show Group Check to display an on-screen pull-down menu that can be activated by mouse.
Selector on
Terminal
Check to allow the sessions to be tiled so that the user can make a visual selection of the
Enable Tiling desired selection.
Screen Edge Check to activate a feature that switches windows if the mouse is moved off screen.
Group Selection
Allow Display
Clients to move Check to give the user the ability to move display clients from screen to screen.
to/from screen
Selector OptionsLaunches the Group Selector Options dialog box.
Tiling Options Launches the Tile Options dialog box.
Main Menu Options Launches the Main Menu Options dialog box, which allows configuration of the Relevance
Main Menu.
12.Select the Next button to continue.

The Terminal Hotkey Options page appears.

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Figure 495 - Terminal Hotkey Options

Terminal Hotkeys on the Terminal Hotkey Options page allows the selection of
keyboard combinations that allow switching between sessions. This is similar
to the page in the Terminal Configuration Wizard.
Setting Description
Use Terminal Check to let the ThinManager User inherit the properties that were configured for use with the
Settings Terminal. Clear the checkbox to let the user receive the settings as configured for them.
Mouse Button Click to open the Mouse Button Mapping dialog box, which allows functions to be assigned to
Mapping mouse buttons. See Figure 265 on page 200.
13. Click Next to continue.

The User Options page appears.

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Figure 496 - User Options

The User Options page has a few options for the user experience.
Setting Description
Log In/Log Out Options
Inactivity Timeout Location Services logs a ThinManager User off of the Terminal after this much inactive tim
has passed.
Reset Sessions Check to log off a session when the ThinManager User logs off.
at Logout
Activate User Group Check to display the ThinManager User’s first Display Client when the user logs in to
at Log In the Terminal.
User Schedule
Set Schedule Check to enable Schedule.
Click to launch the Event Schedule dialog box and allow a schedule to be created for
Schedule Terminal events.
Terminal Effects
Enable Terminal Check to allow the use of Terminal Effects, which currently includes sliding Windows and
Effects message rollups.
Shadowing
Allows the configuration of these Shadowing Options.
• No - Prevents the ThinManager Users from being shadowed.
Allow Terminal to •is allowed.
Ask - Displays a message dialog box that prompts for a positive response before the shadow
be shadowed
• Warn - Displays a message dialog box, which alerts the Terminal that it is to be shadowed, but
does not require a positive response before the shadow is allowed.
• Yes - Allows shadow to occur without warning or recipient input.
Allows members with Interactive Shadow privileges to shadow this ThinManager User. Click the
Allow Interactive Shadow tab on the Details pane to initiate the shadow. Clear this checkbox to prevent shadowing
Shadow from within ThinManager.
14. Click Finish to complete the configuration.

The ThinManager User tree shows the display clients assigned to


the user.

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Figure 497 - ThinManager User with User-Specific Display Clients

Log On with a ThinManager User Account


To log in a ThinManager User on a Terminal, go to a Terminal that has Enable
Location Services checked on the Terminal Mode Specification page.

Follow these instructions to log in.


1. Open the display client selector pull-down menu and choose Main Menu.
2. Press CTRL+m to launch the Main Menu if the hotkey was checked.

The Main Menu is displayed on the Terminal.

Figure 498 - ThinManager Console with a Single Display Client on Terminal

The Terminal tree shows the Terminals and display clients assigned to
the Terminals.

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Figure 499 - Location Services Main Menu

3. Click Log In on the Main Menu dialog box.


Figure 500 - Location Services Log On Screen with Virtual Keyboard

A virtual keyboard is displayed if Show Virtual Keyboard was checked on the


Main Menu Options dialog box when you configured the Terminal for
Location Services on the Terminal Interface Options page. See Figure 463 on
page 332.

Figure 501 - Location Services Log On Dialog Box

4. Type your ThinManager User Name and click OK.

The Password Dialog box appears.

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Figure 502 - Password Dialog

5. Type the password and click OK.

If the user has valid Windows credentials, the user is logged in.

Figure 503 - ThinManager User Logged On

The Terminal displays the name of the ThinManager User in parentheses.


Figure 503 shows Anna logged in to the Terminal.

The group selector on the Terminal shows the ThinManager User’s display
client in the pull-down menu selector. Now, the lightning bolt icon shows
a connection.

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Figure 504 - ThinManager User Logged On

When a ThinManager User logs off from a Terminal, the sessions disconnect
by default and remain in an idle state on the Remote Desktop Servers.

If the ThinManager User logs in from another Terminal, then Location


Services connects the user to their session, and the sessions are displayed at
the new Terminal.

Figure 505 - ThinManager User Tree

The ThinManager Users tree lists the users.

A user that is logged in to a terminal with Location Services shows a different


icon as well as the name of the terminal. Adam Brown is logged in to
3_Terminal in Figure 505.

Log Out of Location Services

The ThinManager User can be logged out by one of these methods.


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• Open the Location Services Main Menu on the Terminal and click
Log Off.
• Right-click on the ThinManager User in the ThinManager tree and
choose Logoff User.
• Restart or reboot the Terminal that has a ThinManager User logged in.
• The Inactivity Timeout set on the User Options page is reached.
Figure 506 - Main Menu

Setting Description
Switch User Click to log off the ThinManager User and disconnect any sessions from Display Clients assigned to
the user. The Log On dialog box for another ThinManager User appears.
Click to log off the ThinManager User and any sessions from Display Clients assigned to the user and
Log Off return to the Terminal’s display.

Roaming Applications for Non-domain Users


Each ThinManager User who has their own display client assigned must be
tied to a Windows User account. When a user is created from the Active
Directory, the ThinManager User account is the Windows user account. When
you create a ThinManager User who is not from the domain, you have a few
options to assign the Windows account.

Figure 507 - Non-Active Directory ThinManager User

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Clear the Active Directory User checkbox to create a ThinManager User who is
not in the Active Directory.
Button Description
Customize Click to launch the User Description dialog box.
Password Options Click to launch the Password Maintenance Options dialog box.
PIN Options Click to launch the PIN Maintenance Options dialog box.
Change Group Click to launch the Choose User Group dialog box.
Permissions Click to launch the Permissions dialog box.

ThinManager User Settings for Non-domain Users

In Figure 507, the ThinManager User Information page has several buttons
that configure user settings.
1. Click the Customize button.

The User Description dialog box appears, which allows a verbose


description to be associated with the user account that is displayed in the
Configuration detail pane.

Figure 508 - User Description Dialog Box

Setting Description
User Description Allows you to type a verbose description to be added to the user account.
Add Click to open the Custom Variables dialog box.

Custom variables allow for the creation of a single display client with a custom
variable as part of the path. Each user, Terminal, or location has specific data
in the custom variable to modify the content that the display client delivers,
which allows one display client to do the work of many.
2. Click Add.

The Custom Variable dialog box appears, which allows you to add a
custom variable. A custom variable can be used to pass information to
the AppLink display client or to the TermMon ActiveX that you embed in
your application.

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Figure 509 - Custom Variable Dialog Box

Setting Description
Name Type the name of the custom variable.
Value Type the value or content to be assigned to the custom variable.
Hide Value Check to obscure the custom variable value. Clear this checkbox to show the value.
3. On the ThinManager User Information page, click Password Options.

The Password Maintenance Options dialog box appears.

Figure 510 - Password Maintenance Options

The Password Maintenance Options dialog box allows user


password configuration.
Setting Description
Password Complexity Requirements
Minimum Password Type the length requirement.
Length
Must contain numbers Check to add the number requirement to the password.
Must contain symbols Check to add the symbol requirement to the password.
Must contain upper and Check to add the mixed-case requirement to the password.
lower case letters
Password Maintenance
Allow User to change Check to allow a user to change the password. Clear the checkbox to prevent a password
password change by the user.

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Setting Description
Force User to change Check to prompt the user to change their password at the next login.
password at next login
Force User to change Check to prompt the user to change their password at the interval set in the User must
password periodically change password every __ days field.
User must change Type the interval for password changes.
password every __ days
Authorization Caching
Change Click to open the Authorization Cache dialog box.
4. Click Change.

The Authorization Cache dialog box appears.

Figure 511 - Authorization Cache Dialog Box

Setting Description
Cache Authorization Type the time interval for which the password to be cached. A user enters their password once,
for _ minutes and it is cached and provided for the duration.
Clear Click to remove cache authorization for the user and require the user to enter a password.

When a user has a cached password, the Password Maintenance Options


dialog box appears with the cache interval indicated.

Figure 512 - Password Maintenance Options

5. On the ThinManager User Information page, click PIN Options. See


Figure 507 on page 360.

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The PIN Maintenance Options dialog box appears, which allows the
configuration of a Personal Identification Number, or PIN.

Figure 513 - PIN Maintenance Options

Setting Description
PIN Options
Minimum PIN Length Type the minimum length requirement for the PIN.
Maximum PIN Length Type the maximum length requirement for the PIN.
Maximum Sequence Type the maximum length allowed for the creation of the PIN.
Length
Maximum Repeat Type the maximum number of times a digit can be repeated in the creation of a PIN.
Length
Check to allow use of a PIN for the duration set in the Authorization Cache dialog box, which is
Use a temporary PIN launched when Change is clicked on the Password Maintenance Options dialog box. See
Figure 512.
Change Click to toggle cache authorization between enabled and disabled.
PIN Maintenance
Require User to
change Pin Type the frequency with which the PIN needs set.
every __ days
Require User to
change pin at Check to require the user to create a new PIN the next time they login.
next login
User PIN
PIN Type the PIN.
Verify PIN Type confirmation of the PIN.

The PIN Maintenance Options dialog displays the amount of time for which
the Temporary PIN is valid.

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Figure 514 - PIN Maintenance Options

6. Click Change.
The Authorization Cache dialog box appears, where you can set the
duration the Temporary Pin.

Figure 515 - Authorization Cache Dialog Box

7. Type the Cache authorization duration or click Clear to clear


Authorization Cache.

8. On the ThinManager User Information page, click Change Group. See


Figure 507 on page 360.

The Choose User Group dialog box appears, which allows you to select
the ThinManager User group in which to nest the user.

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Figure 516 - Choose User Group

9. On the User Information page, click Permissions. See Figure 507 on


page 360.

The Permissions dialog box appear.

Figure 517 - Permissions Dialog Box

The user can be granted permissions by moving the desired Access Group from
the Available list to the Member Of column.

The ThinManager User Configuration Wizard is the same until the Windows
Log In information page.

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Figure 518 - Windows Log In Information Page

If you chose to assign a display client to the user by selection of the User-
specific Display Clients on the Display Client Selection page (see Figure 492 on
page 351), then you must provide a Windows account to start the session.

This page is not displayed if the ThinManager User is selected from the
Active Directory.

The Windows Log In Information page provides four session log on options.
Setting Description
Use Terminal Check to use the Terminal’s username and password to log on the ThinManager User
Configuration Login automatically to the Remote Desktop Server. Since a different account is used at each Terminal,
Information this does not keep a consistent session for the ThinManager User.
Same as ThinManager Server toautomatically.
Check use the ThinManager User’s username and password to log on to the Remote Desktop
The ThinManager User username and password must match a Windows
User username/ User username and password to get authenticated by Windows. If the ThinManager User is
password selected from the Active Directory, then this is the default behavior.
Use the Username, The ThinManager User can use an alias username and password to log on to the Remote
Password, Verify Desktop Server automatically, which allows you to tie the ThinManager User account to a
Password, and different Windows account. This allows you to hide the actual Windows account from
Domain fields the user.
The ThinManager User can be required to log on to the Remote Desktop Servers manually. To do
Blank Username and this, clear the checkboxes and leave the Username, Password, and Domain fields empty. When a
Password fields ThinManager User logs in with their ThinManager account, they are prompted to enter a valid
Windows account and password.

ThinManager User Groups ThinManager Users can be organized into ThinManager User Groups, just as
Terminals can be organized into Terminal Groups. This section shows the
configuration of a ThinManager User Group.

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Figure 519 - Add User Group Command

1. Click ThinManager Users at the bottom-left of the ThinManager tree,


right-click on the ThinManager Users branch of the tree, and choose Add
User Group.

The ThinManager User Group Information page of the ThinManager


User Configuration Wizard appears.

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Figure 520 - ThinManager User Group Information Page

Setting Description
AD Synchronization Check to access the AD Security Group field.
Group
AD Security Group Type the name of the Organization Unit to which a user belongs.
Search Click to select a Security Group to Synchronize.
Type the user name of your user’s login. It can be a unique ThinManager user name, a Windows
User Name user name, or one listed in Active Directory.
Type the password for the user. If you are using a Windows account for the ThinManager User,
you should use the actual Windows password for automatic login, or leave this field blank for a
Password manual login. If the ThinManager User account is an alias for a Windows account, the password is
used as the Location Services password and not the Windows password.
Click to launch the User Description dialog box and allow custom variables to be applied to the
Customize ThinManager User.
Click to launch the Password Maintenance Options dialog box, where you can specify password
Password Options length, complexity, and longevity.
Click to launch the PIN Maintenance Options dialog box, where you can specify the Personal
PIN Options Identification Number length, complexity, and longevity.
Group Setting Check to apply the setting to all members of the group.
Click to launch the Choose User Group dialog box, which allows you to assign the user to
Change Group a group.
Permissions Click to apply permissions to the group.

Active Directory Integration allows a Location Services Group to be formed


and populated straight from the Active Directory. See Batch Create
ThinManager Users using Active Directory OU on page 375.
2. Click Permissions.

The Permissions dialog box appears.

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Figure 521 - Permissions Dialog Box

3. Highlight the desired permission in the Available list and click the right-
facing arrow to move it to the Member Of list.
4. Highlight the group and check Also apply to users in group, which
applies the permission to all group members.
5. Click OK to close and apply.
6. On the ThinManager User Group Information page, click Customize.

The User Description dialog box appears, which allows a verbose


description to be associated with the user account. The description is
displayed in the Configuration detail pane.

Figure 522 - User Description Dialog Box

Setting Description
Type a description, which is added to the user account. The text field allows a
User Description verbose description.
Add Click to launch the Custom Variable dialog box to add a custom variable.

Custom variables allow a single display client to be created with a custom


variable as part of the path. Each user, Terminal, or location has specific data
in the custom variable to modify the content that the display client delivers,
which allows one display client to do the work of many.

Additionally, a custom variable can pass specific data to an application through


the TermMon ActiveX.

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Figure 523 - Custom Variable Dialog Box

Setting Description
Name Type the name of the custom variable.
Value Type the value or content to assign to the custom variable.
Hide Value Check to obscure the custom variable value. Clear the checkbox to show the value.
OK Click to accept the changes and close the dialog box.
7. On the ThinManager User Group Information page, click Next.

The Display Client Specification page appears.

Figure 524 - Display Client Specification Page

8. Double-click the display clients in the Available Display Clients list for
the group to move them to the Selected Display Clients list.
9. Click Next to continue the group configuration.

The Windows Log In Information page appears.

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Figure 525 - Windows Log In Information Page

Setting Description
Group Setting Check to apply setting to all members of the group.
Use Terminal Configuration Check to allow the ThinManager User to use the terminal credentials for the application.
Login Information
Same as ThinManager User Check when a Windows account is used for the ThinManager User account.
username/password
Username/Password/ These are dimmed because every user needs a unique Windows account. Therefore, a
Verify Password group setting is not allowed.
Domain Type the domain if domain accounts are used.

The rest of the wizard follows the ThinManager User Configuration Wizard.
10.Click Next to continue or Finish to close and save the settings.
Any member of this group receives the Group Settings. Change a Group Setting and
that change affects all members.

Add a ThinManager User to a ThinManager User Group


ThinManager Users can be added to the ThinManager User Group.
1. Right-click on the ThinManager Users branch in the ThinManager tree
and choose Add User.

The ThinManager User Information page of the ThinManager User


Configuration Wizard appears.

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Figure 526 - ThinManager User Information Page

2. Type a name for the ThinManager User in the User Name field.
3. Click Change Group.

The Choose User Group dialog box appears.

Figure 527 - Choose User Group Dialog Box

4. Highlight your ThinManager User Group and click OK to close the


window and accept the changes.

The ThinManager User Group is displayed in the Group field.

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Figure 528 - ThinManager User Group Displayed

5. Click Finish to accept the configuration.

Once a ThinManager User has joined a group, the user is displayed in the
tree under the group.

Figure 529 - Group Membership

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Batch Create ThinManager Users using Active Directory OU

You can create ThinManager Users in a batch by either selecting one Windows
Security Group or multiple Active Directory organizational units (OU). A user
can only reside in one OU, but they can be members in multiple Security
Groups. Limit users to a single Security Group to prevent duplicate accounts.

Figure 530 - Active Directory System Settings

1. Choose Manage>Active Directory>Settings.

The Active Directory System Settings dialog box appears.

Figure 531 - Active Directory System Settings Dialog Box

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2. From the Choose AD Synchronization Mode pull-down menu, choose


either Organizational Unit or Security Group.

This manual shows the batch creation of ThinManager Users using Active
Directory Organizational Units.
Since a user can be in several Windows Security Groups, but only one Organizational
Unit, you can only select one Windows Security Group as a ThinManager User Group,
but you can add many Organizational Units.
3. Click OK to close.

ThinManager User Groups are defined using the ThinManager User


Configuration Wizard.

Figure 532 - Add User Group Command

1. Click ThinManager Users at the bottom-left of the ThinManager tree.


2. Right-click on the ThinManager Users branch and click Add User Group.

The ThinManager User Configuration Wizard for the ThinManager User


Group appears.

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Figure 533 - ThinManager User Group Information Page

3. Check AD Synchronization Group.

The User Name field becomes an Organizational Unit field.

Figure 534 - ThinManager User Group Information Page

4. Click Search.

The Select AD Location to Search dialog box appears, which lists the
Organizational Units for the domain that the ThinManager Server is
a member.

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Figure 535 - Select AD Location to Search

5. Highlight the desired Organizational Unit and click OK.

The ThinManager User Group appears in the Organizational Unit field.

Figure 536 - ThinManager User Group

6. Select Next.
7. Click Finish

The ThinManager Users Group is created. Depending on the Active


Directory size, it may take some time to populate the ThinManager
Users group.

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Figure 537 - ThinManager Users Group

Once populated, all members of the Organizational Unit appear as members of


the ThinManager Users group.

Password and ThinManager has tools to manage domain accounts and passwords.
Account Management
Active Directory

Manage Accounts Management

The first tool is the Manage Accounts tool.

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Figure 538 - Manage Active Directory Accounts

1. Choose Manage>Manage Accounts.

The Manage Active Directory Accounts dialog box appears, which lists all
the Active Directory accounts that are referenced in ThinManager.

Figure 539 - Password Maintenance Options Dialog Box

2. Double-click on an account.

The Password Maintenance Options dialog box appears, where you can
have ThinManager manage the account’s password.

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Figure 540 - Password Maintenance Options

3. Check Allow ThinManager to manage password to add the account to


the list of managed accounts with which you can use the system defaults.

Clear the Use System Default Password Settings checkbox to customize


the password settings.
Setting Description
Minimum Password Length The minimum number of characters a password can have.
Maximum Password Length The maximum number of characters a password can have.
Rotate Password every __ days The number of days in which the password must be changed.
4. Click OK to accept the changes, or click Cancel to close and not save.

On the Manage Active Directory Accounts dialog box, the account is


displayed as a managed account.

Figure 541 - Manage Active Directory Accounts

Convert Accounts

Domain accounts that were used in previous versions of ThinManager can be


converted to a managed account with the Convert function.

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Figure 542 - Legacy Domain Log In

Figure 542 shows a domain account that was entered in an earlier version of
ThinManager that did not have Active Directory integration.

Figure 543 - Manage Active Directory Accounts

1. Choose Manage>Manage Accounts.

The Manage Active Directory Accounts dialog box appears.


2. Highlight the legacy account and click Convert.

The Convert Accounts to Managed Accounts dialog box appears.

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Figure 544 - Convert Accounts to Managed Accounts

3. Highlight the legacy account and click Convert.


4. The Manage Active Directory Accounts dialog box shows that the
account is now managed by ThinManager. See Figure 545.
Figure 545 - Manage Active Directory Accounts

5. Double-click on a legacy domain account.

The Password Maintenance Options dialog box appears for that account.

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Figure 546 - Password Maintenance Options

6. Check Allow ThinManager to manage password to add the account to


the list of managed accounts with which you can use the system defaults.

Clear the Use System Default Password Settings checkbox to customize


the password settings.
Setting Description
Minimum Password Length The minimum number of characters a password can have.
Maximum Password Length The maximum number of characters a password can have.
Rotate Password every __ days The number of days in which the password must be changed.
7. Click OK to accept the changes or click Cancel to not save and close the
dialog box.

A Domain Administrator password is required to synchronize the Active


Directory account.

Figure 547 - Synchronize Active Directory Account

8. Enter domain admin credentials.


9. Check Auto-Generate Password to have ThinManager automatically
create a password.

Clear the Auto-Generate Password checkbox to enter your own password


in the New Password field.
10.Click OK to synchronize the password, or click Cancel to not save it and
close the dialog box.

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An acknowledgment dialog box appears, which indicates a


successful synchronization.

Figure 548 - Password Reset Dialog

Synchronize Password
1. Choose Manage>Synchronize Passwords.

The Synchronize Active Directory Passwords dialog box appears, which


allows the synchronization of passwords for many accounts at once.

Figure 549 - Synchronize Active Directory Passwords

2. Click Set Passwords.

The Active Directory Domain Administrator dialog box appears.

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Figure 550 - Active Directory Domain Administrator Log In

This action requires a Domain Administrator account.

Figure 551 - Active Directory Domain Administrator Log In

3. Type the credentials in the appropriate fields and click OK.

The Synchronizing Passwords progress dialog appears.

Figure 552 - Synchronizing Passwords

4. Click OK to close the dialog box.

The selected accounts have their passwords synchronized between


ThinManager and the Active Directory.

Settings

Choose Manage>Settings (Active Directory).

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The Active Directory System Settings dialog box appears, which contains the
settings for the passwords.

Figure 553 - Active Directory System Settings

Setting Description
Password Change Interval The number of days before the password must be changed.
Minimum Password Length The minimum number of characters a password can have.
Maximum Password Length The maximum number of characters a password can have.
Use with batch creation of ThinManager Users. You can generate users from one
Choose AD Synchronization Mode Windows Security Group or multiple Organizational Units.
Type how frequently ThinManager synchronizes with the Active Directory.
Synchronize every __ minutes Password communication is encrypted for security.
Manually start the synchronization between the ThinManager Server and the
Start Sync Now Active Directory.

Shortcut Method to Add Access Groups

Quickly add members to Access Groups through the Access Groups Wizard.
1. Choose Manage>Access Groups from the ThinManager menu.

The Access Groups dialog box appears.

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Figure 554 - Access Groups Dialog Box

Access groups can be added, deleted, or edited.


2. Highlight the desired Access Group and click Edit.

The Access Group dialog box appears.

Figure 555 - Access Group Dialog Box

3. Click Edit Members.

The Access Group Members dialog box appears.

Figure 556 - Access Group Members

4. Click Terminals, Display Clients, or Users to configure that category and


click Add.

The Select ThinManager User dialog box appears with a tree of the
configured Users and User groups.
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Figure 557 - Select ThinManager User

5. Highlight the desired ThinManager User and click OK for each addition.

The Access Group Members dialog box shows the members of the
Location Services Access Group.

Figure 558 - Access Group Members

6. Highlight the members of the Access Group and click Remove to remove
members.

Display Clients and Users can be added by the same process.

ThinManager User Schedule

ThinManager Users and ThinManager User Groups have a schedule on the


User Options page of the ThinManager User Configuration Wizard.

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Figure 559 - User Options Page

1. Check Set Schedule and click Schedule.

The Event Schedule dialog box appears, which lists events for the
ThinManager User or ThinManager User Group.
The Schedule for ThinManager User Groups feature is the same as for individual
ThinManager Users. The advantage of the Schedule for ThinManager User Groups
feature is that it allows you to apply scheduled events to a whole group of users
rather than the requirements to configure each event for each user.

Figure 560 - Event Schedule

Setting Description
Add Launches a Schedule dialog box, which allows an event to be configured.

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Setting Description
Edit Allows a highlighted event to be changed.
Delete Removes a highlighted event.
OK Accepts changes and closes the Event Schedule dialog box.
2. Click Add.

The Schedule dialog box appears, which has several


configuration settings.

Figure 561 - Schedule Dialog Box

Setting Description
Event Type Choose an event from the pull-down menu.
Disable Prevents a user login through Location Services, or disconnects a session.
User
Enable Allows a user to become active again.
User
Repeat Interval
Once Only Shows a Select Date field for the event.
Weekly/Daily Shows a Weekly Schedule list for the event to run. The Every Day button selects all the days in
the list.
Monthly Shows a Select Day of Month field for the event.
Yearly Shows a Select Date field for the event.
Time Allows the selection of the time that the event should occur.
3. Click OK to close the Schedule dialog box.
4. On the Event Schedule dialog box, click Add to add another event to the
Event Schedule or click OK to close the Event Schedule window and
return to the Terminal configuration.

Card Readers and Card and Badge Configuration for a ThinManager User
Fingerprint Scanners
ThinManager has the ability to use Prox (proximity) cards for Location
Services logins, which requires these actions.
• Add a card reader to the ThinManager-ready thin client

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• Add the card reader module to the Terminal configuration


• Associate the card number to the ThinManager User configuration

ThinManager has support for the RF Ideas Inc. serial RDR-6081AK2 pcProx
card reader and the USB RDR-6081AKU and RDR-80582AK0 pcProx card
readers (www.rfideas.com).

Configure a Terminal with the Card Reader Module


1. Double-click on the Terminal in the tree.

The Terminal Configuration Wizard appears.


2. Click Next until the Module Selection page appears.
Figure 562 - Module Selection Page

3. Click Add.
4. The Attach Module to Terminal dialog box appears.
Figure 563 - Attach Module to Terminal

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5. Choose Relevance from the Module Type pull-down menu.


6. Highlight an RF Ideas pcProx Module and click OK.
• Use the RF Ideas pcProx Module for serial devices
• Use the RF Ideas pcProx USB Module for USB devices
7. Click OK to attach the module to the Terminal.

The module can be configured once it is attached to a Terminal.

Figure 564 - Module Selection

8. Highlight RF Ideas pcProx Module and click Configure.

The Module Properties dialog box appears.

Figure 565 - Serial pcProx Card Module Properties

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The RF Ideas Serial pcProx Module has parameters that can be configured.
Setting Description
Port Choose the port on which the serial RF Ideas pcProx card reader is installed.
Number of Different cards use different numbers of data bits in their format. Sets the number of data bits to match
Data Bits that used by the card as an identifier. The choices are 26, 37, or Raw.
Use Facility Set to Yes to add the card’s Facility Code to the Card/Badge ID number.
Code
Allow Manual Set to Yes to allow a ThinManager User to log in to a Terminal without a ThinManager ID device. Set to No
Logon so ThinManager users must use a ThinManager ID device to log in.
Prompt for Set to Yes to require a ThinManager User to enter their password for access even if the password is
Password configured in ThinManager.
Zero Pad
Facility Code Adds a leading 0 to the Facility Code if needed.
and ID

The USB RDR-6081AKU does not have the Facility Code option. Do not use the Facility
code on serial pcProx card readers if you are using a mix of both USB RDR-6081AKU
and RDR-6081AK2 serial devices.

Figure 566 - USB pcProx Card Module Properties

The RF Ideas USB pcProx Module has parameters that can be configured.
Setting Description
Choose from these different USB pcProx card readers.
RDR-6081AKU
Model RDR-6011AKU
RDR-80582AK0
RDR-80082AK0
Mode Choose from ThinManager, Wedge, and TermMon modes.
ThinManager Allows the card to be used with ThinManager as a login device.
Mode
Wedge Mode Allows the data to be sent to the session as a character string.
TermMon Mode Allows the data to be sent to the TermMon ActiveX.
Bits in ID Number Different cards use different numbers of data bits in their format. Sets the number of data bits to
(AK0 Only) match that used by the card as an identifier.
Bits in Facility Different cards use different numbers of data bits in their format. Sets the number of data bits of
Code (AK0 Only) the Facility Code.
Zero Pad Facility
Code and ID Adds a leading zero to the Facility Code if needed.
(AK0 Only)

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Setting Description
Allow Manual Set to Yes to allow a ThinManager User to log in to a Terminal without a ThinManager ID device.
ThinManager Set to No so ThinManager users must use a ThinManager ID device to log in.
Logon
Prompt for Set to Yes to require a ThinManager User to enter their password for access even if the password is
ThinManager configured in ThinManager.
Password
Expose Card ID to
TermMon ActiveX Allows the card data to be sent to the TermMon ActiveX without incorporating ThinManager.
Control

To configure a parameter, follow these steps.


1. Highlight the parameter.
2. Change the value.
3. Click Done to accept the changes.

Once the Terminal has the module added, restart it to apply the changes.
4. On the Module Selection page, click Finish.

The Terminal Configuration Wizard closes.


5. Right-click on the Terminal in the ThinManager tree and choose Restart.

Configure ThinManager for Automatic User Configuration

A card reader can be used to associate cards with ThinManager Users


using wizards.
1. Choose View>Options from the ThinManager menu.

The Options dialog box appears.

Figure 567 - Options Dialog Box

2. Check Display “Create New User” dialog for unknown users.


3. Click OK to accept the change.

Now, when an unknown ID device (USB key or ID card) is read by a


Terminal, the ThinManager User Configuration Wizard appears. Also,
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when a new ID is scanned or an undefined USB key is inserted, the


Enter Card/Badge ID number is automatically populated in the
ThinManager User Configuration Wizard.

Automatically Apply the Card to a Configuration

Once ThinManager has Display “Create New User” dialog for unknown users
checked, a card scanned on a Terminal can be used to associate cards
with Location Services.
1. Pass an HID card over the card reader on the Terminal.

The ThinManager User Configuration Wizard appears.

Figure 568 - Card/Badge Information

Once the card reader has scanned an unknown Prox card, a ThinManager User
Configuration Wizard is launched, associated with the new card number.
2. Click Assign Card Number to Existing User.

The ThinManager User Replacement page appears.


3. Click Next if you want to create a new ThinManager User for this card
instead of associating it with a previously created ThinManager User.

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The User Replacement Page allows you to select an existing ThinManager User
with whom to associate the card.

Figure 569 - User Replacement Dialog Box

4. Select a ThinManager User from the tree and click OK.

The ThinManager User Information page for the selected user appears.

Figure 570 - ThinManager User Configuration Wizard

The Password and Permissions can be modified at this time if it is not an


Active Directory user.
5. Click Next.

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The Card/Badge Information page appears with This user will use a card
or badge to log in checked.

The serial number of the HID card is populated to the


Enter Card/Badge ID number field.

Figure 571 - Card/Badge Information Page

Check Prompt for Password or Prompt for Pin for the Card/Badge Login, the
Biometric Login, or a Manual Login to require a secondary credential.
Setting Description
Prompt for Password Check to require the user to enter their password
Prompt for Pin Check to require the user to enter their PIN
6. Click Finish to accept the changes.

The card can now be used to log in at terminals configured with


card readers.

Manually Apply the Card to a Configuration

Although the easiest method to assign a card or badge is automatic as


described in the previous section, ThinManager can be configured for
manual entry.

To configure a terminal to allow a device, follow these instructions.


1. In the Options dialog box, see Figure 567 on page 395, clear the Display
“Create New User” dialog for unknown users checkbox to manually
complete the Enter Card/Badge ID number field. You can find the Card/
Badge ID number in the event log.

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2. Turn the ThinManager User Event Log on in the ThinManager Server


Configuration Wizard. See Event Log on page 399 for more information.
3. Have the appropriate hardware on the terminal, either a USB or Serial
ProxCard reader.
4. Add the appropriate module.
5. Use the device once to have the device’s identifier entered to the
event log.
6. Open the ThinManager User Configuration Wizard and enter the
ID number to tie the ThinManager User to the device.
7. Log in with the ID device.

Event Log

The Event Log is configured in the ThinManager Server


Configuration Wizard.
1. Click the ThinManager Server icon to access the ThinManager Server
branch of the ThinManager tree.
2. Double-click on the ThinManager Server icon or choose Edit>Modify
from the menu to open the ThinManager Server Configuration Wizard.
3. Click Next until the Historical Logging page appears.
Figure 572 - Historical Logging Page

All events can be selected to be logged, but the ThinManager User


Configuration changes checkbox is critical to the ThinManager
Device detection.
4. Check ThinManager User Configuration changes and click Finish.

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Device Identifier Number

Next, the HID card needs to be scanned to help find the ID number.
1. Pass the HID card over the pcProx Card scanner attached to a terminal.

A ThinManager dialog box is displayed.

Figure 573 - ThinManager Dialog Box

The ID device does not work; so, the Terminal sends a message with the ID
device’s identifier number.
2. Record the number displayed.

This number is also entered in the event log if the Terminal Events are
checked in the ThinManager Server Configuration Wizard.
3. Open ThinManager.
4. Highlight the Terminal in the tree and click the Event Log tab.

The ID for the device is entered in the log.

Figure 574 - ThinManager Event Log

Next, the ID number needs to be associated with the ThinManager User.


5. Open the ThinManager User Configuration Wizard for the user you
want to associate with that ID card.
6. Click Next until the Card/Badge Information page appears.

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Figure 575 - Card/Badge Information Page

7. In the Card/Badge Login section, check This user will use a card or badge
to log in.
8. Type the ID Identifier from the earlier steps into the Enter Card/Badge
ID number field.
Check Prompt for Password or Prompt for Pin for the Card/Badge Login, the
Biometric Login, or a Manual Login to require a secondary credential.
Setting Description
Prompt for Password Check to require the user to enter their password.
Prompt for Pin Check to require the user to enter their PIN.

Now, the Terminal is configured, the ID device is identified, and the


ThinManager User is configured to use the device.
9. Click Finish to complete the configuration.
Figure 576 - Event Log

10.Rescan the card that now is associated with a ThinManager


User account.

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The Event Log shows the results of the successful login. The terminal has
the ThinManager User added to its icon in the tree, while the
ThinManager User icon shows the name of the terminal into which it
is logged.

Fingerprint Reader
ThinManager supports the DigitalPersona UareU models 4500 and 5160
fingerprint readers as biometric readers. These can be used as identifiers
for ThinManager.

These are the requirements for the DigitalPersona UareU model 4500
fingerprint scanner.
• Activation in the ThinManager Server Configuration Wizard
• The unit is plugged into a terminal and the DigitalPersona UareU
Fingerprint Reader module added to the terminal
• The user fingerprint scanned in ThinManager to associate a user with
the fingerprint

Fingerprint Reader in ThinManager

The DigitalPersona UareU fingerprint reader must be activated in the


ThinManager Server Configuration Wizard.

Figure 577 - ThinManager Server Configuration Wizard

1. Double-click on the ThinManager Server icon in the ThinManager


branch of the ThinManager Server tree.

The ThinManager Server Configuration Wizard appears.


2. Click Next until the Biometric Device Configuration page appears.

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Figure 578 - Biometric Device Configuration Page

Setting Description
Support Finger Print Readers Check to enable the use of readers
Choose the data format you plan to use from the pull-down menu
Fingerprint storage format • ISO IEC 19794_2_2005
• ANSI INSITS 378_2004
False Match Probability Sets the sensitivity of the read. 1/100 is less sensitive than 1/1,000,000
3. Click Finish to accept the changes.

Fingerprint Reader on the Terminal

You must add the DigitalPersona UareU Fingerprint Module to a Terminal if


you plan to plug a DigitalPersona UareU fingerprint reader into
the terminal.
1. Double-click on the terminal icon in the terminal branch of the
ThinManager Server tree to open the Terminal Configuration Wizard.

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Figure 579 - Terminal Mode Selection Page

2. Click Next until the Terminal Mode Selection page of the Terminal
Configuration Wizard appears.
3. Check Enable ThinManager User Services to make the fingerprint
reader work with ThinManager.
4. Click Next until the Module Selection page appears.
5. Click Add on the Module Selection page.

The Attach Module to Terminal dialog box appears.

Figure 580 - Attach Module to Terminal

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6. Choose Location Services from the Module Type pull-down menu,


highlight the DigitalPersona UareU Fingerprint Reader module, and
click OK to add the module to the Terminal.
7. On the Module Selection page, highlight the
DigitalPersona UareU Fingerprint Reader module and click Configure.

The Module Properties dialog box appears.

Figure 581 - DigitalPersona UareU Fingerprint Reader Module Properties

The DigitalPersona UareU Fingerprint Reader module has several


configurable settings.
Setting Description
Mode Allows you to choose the Mode
ThinManager Used to identify a ThinManager User
TermMon Sends the fingerprint data to the TermMon ActiveX
TermMon Lookup Allows the TermMon ActiveX to identify the user without the need for them to log in
Sets the data format for the fingerprint reader. It should match the configuration in the
ThinManager Server Configuration Wizard. These are the data formats.
Data Format • ISO_19794_2_2005
• ANSI_378_2004
• DigitalPersona
Set to YES to show a brief message in the upper-right corner of the Terminal for each
Show Status Messages fingerprint reader event
Set to NO so that a user must use the fingerprint reader to log on.
Allow Manual Logon Set to YES to use the fingerprint scanner or log on manually.
Prompt for Set to YES for the user to be required to enter a password in addition to the fingerprint
ThinManager Password scan. Set to NO so the fingerprint scan is enough to allow a log on.

Fingerprint Reader for the ThinManager User

Fingerprint data is associated with a user in the ThinManager User


Configuration Wizard.

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Figure 582 - ThinManager User Configuration Wizard

1. Open the ThinManager Users branch of the ThinManager tree and


double-click on the ThinManager User whose fingerprints you want
to register.

The ThinManager User Configuration Wizard appears.

Figure 583 - Card/Badge Information Page

Setting Description
Prompt for Password Check to require the user to enter a password
Prompt for Pin Check to require the user to enter a PIN

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Check Prompt for Password or Prompt for Pin for the Card/Badge Login, the
Biometric Login, or a Manual Login to require a secondary credential.

The Card/Badge Information page has an Enroll Fingerprint button that


begins the registration process.
1. Click Enroll Fingerprint.

The Enroll Fingerprint dialog box appears.

Figure 584 - Enroll Fingerprint

2. Click Change.

The Select Terminal Group dialog box appears, where you can select the
Terminal that has the fingerprint scanner to use for registration.

Figure 585 - Select Terminal Group Dialog Box

3. Highlight the terminal that has the fingerprint scanner to use for
registration and click OK.

Now, this terminal is registered as the Enrollment Terminal in the Enroll


Fingerprint dialog box.

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Figure 586 - Enroll Fingerprint

4. Choose the finger you want to enroll in the Select Finger to Enroll
pull-down menu.

A crosshair appears on the finger chosen.


5. Click Start Enrollment.

The enrollment requires four scans of the fingerprint.


6. Place the finger on the scanner.

The blue light should turn red, and then back to blue. Leave the finger on
the scanner until the red light turns off.

Figure 587 - Enrollment Started

A status message indicates progress.

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Figure 588 - Scan Status

The enrollment requires four scans of the fingerprint.


7. Repeat until complete.
Figure 589 - Enroll New Finger

Once the finger has been scanned and enrolled, the scanned finger appears
green in the Enroll Fingerprint dialog box.
8. Choose a new finger from the Select Finger to Enroll pull-down menu.

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Figure 590 - Shadow of a Terminal Scan

If Prompt for Password was checked on the Card/Badge Information page,


then a dialog box appears with a request for the Windows password for the
Windows account. See Figure 583 on page 406.

Figure 591 on page 410 shows a ThinManager User logged in to a terminal that
uses a DigitalPersona UareU Fingerprint Reader.

Figure 591 - Shadow of a Terminal Scan

The Terminals icon shows a user logged in, it names the user, and the
Desktop2012 application shows a user login to show that display client was
assigned through the ThinManager User.

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Location Services Location Services is mobile computing based on location. It does not just send
an application to a mobile device, but it is a way to enable the location to
determine the content sent to the device. The mobile device allows the user to
interact with the location.

Location Services is the how to provide what you need, where and when you
need it.

There are two types of locations in Location Services: Assigned


and Unassigned.

Assigned locations are those that have a terminal and monitor at the given
location, much like traditional computing. Location Services adds functions to
the location that allow mobile devices to interact with it. These interactions
include Shadow the terminal, Clone the applications, or Transfer the control of
the location to the mobile device.

Unassigned locations are those that lack a permanent terminal and monitor,
and all of the content is sent to the mobile device.

In ThinManager, to deploy applications, define a terminal and configure it


with applications and a user account, which allows the operator to access
needed applications. See Figure 592 on page 411.

Figure 592 - ThinManager Deployment

The Location Services method starts with location creation. The application,
user account, and terminal are added to the location. See Figure 593.

Figure 593 - Assigned Location

Location Services can deploy applications to locations without terminals. Your


mobile device becomes the terminal. See Figure 594 on page 412.

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Figure 594 - Unassigned Location

Create a Location with the Location Configuration Wizard


The first task is to create a location and apply the application and user account
to the location, which is then be assigned to the terminal.

Figure 595 - Location Configuration Wizard

1. Click the Locations (globe) icon in the Tree Selector at the bottom of the
tree to open the Locations branch.
2. Right-click on the Locations branch and choose Add Location.

The Location Configuration Wizard appears.


3. Type the Location Name in the field.
4. Click Next to continue.

The Location Options page has several configurable options that control the
remote access.

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Figure 596 - Location Options Page

Setting Description
Inactivity Timeout Time interval in which a ThinManager user is logged off for inactivity.
Resolver Signal Time interval before a ThinManager user is logged off due to lack of a signal.
Loss Timeout
Activate Display Client at Check to bring the display client to the forefront when the ThinManager user logs in.
Log In
Enforce Location Fencing Check to control access in an area with nested locations. If local fencing is enforced, the
user must be within the fence to access the sub-locations.
Inherit from Check to allow nested sub-locations to inherit the parent display clients.
parent Locations
Check to allow a ThinManager user to access the location from that location. Clear this
Allow Local Access checkbox to allow remote access only.
Check to allow a ThinManager user to access the location from a remote site. Clear this
Allow Remote Access checkbox to allow access at the location only.
Reset Cloned Sessions Check to close any cloned sessions once they are disconnected.
on Logout
Check to allow a location to be selected manually and dynamically reveal settings under
Allow Location to be Allowed Manually Selected Location Actions. Clear this checkbox to require the ThinManager
selected manually user to use a Resolver like QR Codes, Wi-Fi, or Bluetooth to initiate the location access.

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Figure 597 - Location Options Page

These are the actions you can select manually. You can allow all or none. The
defaults are fine, but you have the option to customize the settings as needed.
Setting Description
Allow Shadowing Check to allow a duplicate of the display to be shown on mobile device.
Check to allow the user to launch the same applications as the location but using their
Allow Cloning Windows account.
Allow Transfer Check to allow the display to be moved from the location to the mobile device.
5. Choose the manual connections of your choice. Cleared checkboxes are
not available in the manual selection menu.

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Figure 598 - Remote Desktop Server Selection

6. Select the display clients you want displayed on the Location.


7. Click Override.

The Override Settings dialog box appears, which allows you to add a
different user name to a highlighted display client.
8. Apply the desired display clients to the location and click Next
to continue.

A location with a display client requires a Windows username.

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Figure 599 - Windows Log In Information

Setting Description
Username Type a valid Windows username.
Password Type the password.
Verify Password Type the password.
Domain Click Search and the Search for AD User dialog box appears.

The Search for AD User window allows you to reference users from the
Active Directory.

Figure 600 - Search for AD User

9. Click Locations.

The Select AD Location to Search dialog box appears, where you can
choose users.

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Figure 601 - Select AD Location to Search

10.Highlight the domain branch you want to use and click OK.

The Location for the search is added.

Search for AD User

11. Click Search to fetch the user accounts and populate the Search for AD
User dialog box.

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Figure 602 - Populated Search for AD User

12.Highlight the domain user you want and click OK.

This references the user for the terminal log in account. The Location is
now configured to use an Active Directory user account.

Figure 603 - Windows Log In Information Page

13. Select Next to continue.

The Location Services Resolver Selection page appears, which allows the
association of Resolvers to the location.

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Figure 604 - Location Services Resolver Selection Page

These are the Resolvers.


• QR Codes
• Bluetooth Beacons
• Wi-Fi Access Points
• GPS

14. Click Finish to create the Location.


Figure 605 - Location with Assigned Display Clients

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The Location tree shows the created Locations and the display clients assigned
to it.

Add a Location to a Terminal

Now, the newly created location must be attached to a Terminal.

These instructions show how to add a Location to an already configured


Terminal. You can create the Terminal from scratch and add the location as
you configure the Terminal.

Figure 606 - Terminal Configuration Wizard

1. Click the Terminal icon on the Tree Selector at the bottom of the tree.

The Terminals branch appears.


2. Double-click a Terminal or right-click and choose Modify.

The Terminal Configuration Wizard appears.

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Figure 607 - Terminal Mode Selection Page

3. Click Next until the Terminal Mode Selection page appears. There are
ThinManager User and Location Services checkboxes.
Setting Description
Check to use the ThinManager User Access to control access
Enable ThinManager User Services to applications.
Enable Location Services Check to allow the Terminal to use Locations in its configuration.
4. Check Enable Location Services to use Locations.
5. Click Next to navigate to the Display Client Selection page.
Figure 608 - Remove Display Clients on the Display Client Selection Page

6. Highlight the display clients that already exist in the Selected Display
Clients list and click the left arrow to remove them from a Terminal that
already exists.

Leave the Selected Display Clients list blank if you want to configure a
new terminal.

The user accesses the display clients through the location, not the Terminal.
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7. Click Next and continue to the Location Services Options page.


Figure 609 - Location Services Options Page

Choose Options prior to a Location. Once the Location is assigned, Options are
locked. Click Clear to clear the Location if you need to change an option, and then
reassign the Location.
Options Description
Use Force Transfer to restore Check to allow the operator to take a transferred session back without the need to
Assigned Location wait for the other device to approve of the transfer.
Allow selection of Check to let the user manually select the location from a menu on the mobile
Location manually device. Clear the checkbox so the user must use a Resolver.
Enforce fencing on manual Location Check to enforce the fencing on a location during manual selection.
selection
Check so you are notified as you enter a fence and asks for
Confirm before entering a location an acknowledgment.
Location Services has several methods to resolve the location to allow specific
Enable Resolver Types applications to get sent to specific locations.
Enable QR Code Location Ids Check to allow the scanning of a QR code to determine the location.
Enable Bluetooth Locations Check to allow the use of Bluetooth beacons to determine the location.
Check to allow the Global Positioning System of the mobile device to determine
Enable GPS Locations the location.
Check to allow the signal strength of Wi-Fi access points to determine
Enable Wi-Fi Locations the location.

Each method selected requires configuration to associate a location with the


Resolver data.
8. Click Change.

The Select Location dialog box appears with the created Locations
displayed in the Selection Location tree.

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Figure 610 - Select Location Dialog Box

9. Highlight the desired Location and click OK.

The Location is displayed in the Assigned Location field once it is


assigned to the Terminal.

Figure 611 - Location Assigned

Once the Location is assigned, the Options are locked.


If you need to change an option, click Clear, change the option, and then reassign
the Location.
10.Once the location is assigned, click Next until the Log In Information
page appears.

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Figure 612 - Log In Information Page

Typically, a preconfigured Terminal is assigned a user account to allow it to log


in to the servers. However, this is not needed now because it uses the user
account assigned to the location.
11. Leave the Username and Password fields blank.
12.Once the Username is cleared, click Finish to complete the wizard.

Once the wizard is closed, you must restart the Terminal to load the changes.
13. Right-click on the Terminal in the tree and choose Restart Terminal to
load the new configuration.

The application now runs on the location that is assigned to


the Terminal.

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Figure 613 - Locations on Terminals in Terminal Tree

The tree shows location icons to show which display clients are from
the location.

In Figure 613, the terminal 2_Terminal is using location Loc_1.


The user should see no difference in the application deployment between a Terminal
with display clients deployed with Locations and a Terminal without Locations.

The big difference Location Services makes is when a mobile device interacts
with the location.

Mobile Device Interactions When you add a location to a Terminal, it does not seem like it makes any
with Location Services difference. The application runs the same on the Terminal versus a location on
a Terminal. The difference is the mobile-device interaction a user can have
with that location.

Configuration of mobile devices is covered in Mobile Devices on page 299.

ThinManager uses Resolvers to define the location.


• Manual Selection – allows user to select the location manually from a
menu on the mobile device
• QR Code – can be created to define a location
• Bluetooth – allows the use of Bluetooth beacons to determine
the location
• GPS – allows the Global Positioning System of the mobile device to
determine the location
• Wi-Fi – allows the signal strength of Wi-Fi access points to determine
the location
• iBeacon – the Apple® Inc. version of Bluetooth

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Resolvers are identified and marked using the mobile device; so, it is
important to configure a mobile device to identify the resolvers
in Location Services.
• The iTMC application can be installed for free from the App Store®
on iTunes®
• The aTMC application can be downloaded for free from the Google Play™ store
• The WinTMC client for Windows® can be downloaded at the ThinManager website at http://
downloads.thinmanager.com/

Two pages of the Terminal Configuration Wizard enable mobile devices.

The first page that covers interaction with a Location is the Location Services
Options page, which lets you select which Resolver methods you want to use.
These are listed in the Enable Resolver Types section.

Figure 614 - Location Services Options

1. Check the Resolvers you want to use and Allow selection of


Location manually.

Each method selected requires configuration to associate a location with


the Resolver data.

These are the Options.


Options Description
Use Force Transfer to restore Check to allow the operator to take a transferred session back without the need to
Assigned Location wait for the other device to approve of the transfer.
Allow selection of Check to let the user manually select the location from a menu on the mobile
Location manually device. Clear the checkbox so the user must use a Resolver.
Enforce fencing on manual Check to enforce the fencing on a location during manual selection.
Location selection
Confirm before entering a location Check so you are notified as you enter a fence and asks for
an acknowledgment.
Location Services has several methods to resolve the location to allow specific
Enable Resolver Types applications to get sent to specific locations.

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Options Description
Enable QR Code Location Ids Check to allow the scanning of a QR code to determine the location.
Enable Bluetooth Locations Check to allow the use of Bluetooth beacons to determine the location.
Check to allow the Global Positioning System of the mobile device to determine
Enable GPS Locations the location.
Check to allow the signal strength of Wi-Fi access points to determine
Enable Wi-Fi Locations the location.
2. Click Next to navigate to the Mobile Device Options page, which has
several settings that control the user experience on mobile devices. This
page allows you to disable features normally displayed in the
mobile applications.
Figure 615 - Mobile Device Options

Options Description
Toolbar Buttons
Show Scan Data Button Clear this checkbox to hide the Scan Data button.
Show Scan Resolver Button Clear this checkbox to hide the Scan Resolver button.
Show User Login Button Clear this checkbox to hide the User Login button.
Sound Options
Play Location Sounds Check to play a sound when a location is entered.
Check to play a sound when the user logs in as a TermSecure or
Play User Login Sounds ThinManager user.
User Interface Settings
Show Zoom Map Clear to hide the screen map while zoomed in.
Show Toolbar Clear to hide the app toolbar.
Allow Exit to ThinManager Clear to prevent the user from leaving the app to switch ThinManager Servers.
Server List
3. Click Finish to complete the configuration of the mobile Terminal.

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Notes:

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Chapter 9

Locations

Unassigned Locations Relevance allows you to deploy applications to mobile devices and not tethered
to a location. You can create a location, deploy applications to it, and access
these applications with a mobile device when you are at that location.

Unassigned Locations support Transfer, which acts like Forced Transfer, and
Cloning. It does not support Shadow as there is no Terminal to shadow.

Create an Unassigned Location


Figure 616 on page 430 uses GPS so that when the mobile user enters the area,
the appropriate applications are delivered to the user.
1. Click the Locations icon in the Tree Selector.

The Locations branch of the tree appears.


2. Right-click on the Locations branch and choose Add Location.

The Location Configuration Wizard appears, opened at the Location


Name page.
3. Type a Location Name and click Next.

The Location Options page appears.

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Figure 616 - Location Options Page

The Location Options page has several configurable options that control the
remote access.
Option Description
Type a time interval (in seconds) after which an inactive ThinManager user
Inactivity Timeout logged off.
Type a time interval (in seconds) before a ThinManager user is logged off due to lack
Resolver Signal Loss Timeout of a signal.
Activate Display Client at Log In Check to bring the display client to the forefront when the ThinManager user logs in.
Check to control access in an area with nested locations. If local fencing is enforced,
Enforce Location Fencing the user must be within the fence to access the sub-locations.
Inherit from parent Locations Check to allow nested sub-locations to inherit the parent display clients.
Check to allow a ThinManager user to access the location from that location. Clear
Allow Local Access this checkox to allow remote access only.
Check to allow a ThinManager user to access the location from a remote site. Clear
Allow Remote Access this checkbox to allow access at the location only.
Reset Cloned Sessions on Logout Check to close any cloned sessions once they are disconnected.
Check to allow a location to be selected manually. Clear this checkbox to require the
Allow Location to be ThinManager user to use a Resolver like QR Codes, Wi-Fi, or Bluetooth to initiate the
selected manually(1) location access.
When checked, the following options dynamically appear.
Allow Manually Selected Check the actions you can manually select. You can allow all, or none.
Location Actions
This option is not supported in Unassigned Locations as there is no Terminal
Allow Shadowing to shadow.
Check to allow the user to launch the same applications as the location, but use the
Allow Cloning Windows account of the mobile device.
Check to allow the display to be shown on the mobile device with the Windows
Allow Transfer account of the Unassigned Location.
(1) This option lets you manually choose the location from the mobile device. Clear the checkbox to rely on another resolver, like QR
code or Bluetooth, to choose the location.

Unassigned Locations do not support Shadow. Therefore, the Allow


Shadowing checkbox is clear in Figure 616 on page 430. Allow Cloning and

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Allow Transfer are checked in Figure 616 on page 430. The defaults are fine, but
you have the option to customize the settings as needed.
4. Click Next to continue.

The Display Client Selection page appears.

Figure 617 - Display Client Selection Page

5. Add the display clients you want on the Remote Desktop Server
Selection page.
6. Click Next to continue.

The Windows Log In Information page appears.

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Figure 618 - Windows Log In Information Page

7. Type a Windows user account into the Username field.


8. Click Search to use an Active Directory user as described in Search for
Active Directory User on page 242.
9. Click Next to continue.

The Resolver Selection page appears.

Figure 619 - Resolver Selection Page

10.Click Add to add the resolver on the Resolver Selection page and add
an action.

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Figure 620 - Choose a Resolver Page

11. Choose a resolver from the Resolver Name pull-down menu.


12.Choose the action from the Choose Action pull-down menu.
13. Click OK to accept the configuration.

There is a Settings button for the resolvers.

Figure 621 - Bluetooth Resolver Settings

Option Description
RSSI to Log In A relative value that determines when a device automatically logs on.
RSSI to Log Out A relative value that determines when a device automatically logs out.

The Bluetooth Resolver Settings dialog box shows the signal strength that was
measured when the Bluetooth beacon was registered as the RSSI to Log In. The
log out strength is automatically added as the RSSI to Log Out value is
generated through the subtraction of 10 from the RSSI to Log In value.

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Figure 622 - GPS Settings

Option Description
Latitude The Fractional Latitudinal Coordinate in Degrees.
Longitude The Fractional Longitudinal Coordinate in Degrees.
Altitude The altitude trigger of the GPS Point.
Location Radius The trigger Radius of the GPS Point in meters.
The range along the Z-axis, in meters, that the mobile device is supposed to enter to be
Location Altitude Range considered active at the location.

The GPS Resolver Settings dialog box shows the Latitude, Longitude, and
Altitude that was measured when the GPS was registered. The Location Radius
and Location Altitude Range are added automatically.

Figure 623 - Selected Resolver

14. Once a resolver is added, click Finish to close the wizard and accept
the configuration.

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Figure 624 - Display Clients Launched by GPS

15. Launch the iTMC client.

The display clients appear on the mobile device once the resolver is triggered,
either by a QR code or bar code scan, or entry within the range of the Bluetooth
beacons, Wi-Fi area, or GPS zone.

This allows you to deploy applications without deploying permanent


Terminal hardware.

Fencing and Sub-Locations Fencing is a hierarchy that allows you to nest locations within locations, which
can be useful for organization and allow control of access.

Fencing allows you to create a location that has to be entered or authenticated


before you can access the sub-locations. It is a way to ensure the user is in the
right location before they can access a display client or action.

Fencing is useful to make sure the worker is in the area they are supposed to
be. For example, a worker cannot take a photo of a QR code and log in at their
desk with this method. Fencing can force them to enter an area controlled by
Bluetooth beacons, Wi-Fi access points, or GPS before they can scan the QR
code or bar code. If they run the application and leave the Fence, then the
application is no longer transmitted.

Fencing is best initiated by Bluetooth beacons, Wi-Fi Access Points, or GPS.

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Figure 625 - Location Using Fencing

In Figure 625, the Warehouse location was created as the parent group with
Fencing Enforced. You have to enter the Warehouse location before you are
allowed to access the Loc_1 or Shipping01 locations and applications.

Parent Locations

A Fence needs a parent location that authenticates a high-level location, which


must be resolved before the child sub-locations can become active.

The parent location can be configured without display clients and actions,
which merely provides proof of location. The applications and actions are
delivered by the child sub-locations.

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Figure 626 - Location Options for Parent Location

The Warehouse parent location has Enforce Location Fencing enabled.

A user must authenticate to the Warehouse location before the child


sub-locations can be accessed.

Figure 627 - Display Client Selection

The Warehouse parent location is not assigned display clients. It is used only
for authentication so display clients are left off the location.

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Figure 628 - Windows Log In Information Page

The Warehouse parent location is not assigned a Windows user account


because it has no display clients of its own.

Figure 629 - Relevance Resolver Selection Page

The Warehouse parent location is assigned the ABF9 Bluetooth resolver, which
has no action listed because the intent is not to launch a program or initiate an
action other than to identify the user in the parent location.

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A user must be on the range of the ABF9 Bluetooth beacon to access


the sub-locations.

A GPS location or Wi-Fi Access Point could be used instead.

Child Sub-locations Sub-locations that are nested under a parent location must resolve the parent
location before it can initiate the action of the sub-location.

These two methods can create a sub-location.

This is the first method to create a sub-location.

Figure 630 - Location Right-click Menu

1. Right-click on the parent location and choose Add Location.

The Location Configuration Wizard appears with the created location


nested under the parent location.

The second method to create a sub-location is to add an existing location to the


location.
1. Double-click on a location in the Location branch of the
ThinManager tree.

The Location Configuration Wizard appears.

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Figure 631 - Location Name Page

2. Click Change Group.

The Choose Parent Location dialog box appears.

Figure 632 - Choose Parent Location

3. Highlight the desired parent location and select OK. In this example, the
Warehouse location is used.

The Location Name page appears, with the highlighted parent location
displayed as the Location Group.

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Figure 633 - Location Name Page

4. Click Finish to accept the change.

The open location becomes a child sub-location.

Figure 634 - Location Options for Sub-location

This sub-location is configured to Inherit from parent Locations.

If they had sub-locations of their own, they could have the Enforce Location
Fencing applied.

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5. Check Inherit from parent Locations to inherit the applications applied


to the parent location.
6. Clear the Allow Location to be selected manually checkbox to make the
user use the resolvers at the location to initiate the application or action.
Figure 635 - Display Client Selection Page

7. Add the desired display clients to the sub-location that the user accesses
when connected.
Figure 636 - Windows Log In Information Page

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The sub-location needs a user account if it has a display client added. You can
use domain accounts or non-domain accounts.

Figure 637 - Relevance Resolvers Selection for Sub-locations

The sub-locations can use any resolver—QR codes, additional Bluetooth


beacons, another Wi-Fi access point, or GPS—to allow access to the
sub-location. The QR code provides the best way to provide pin point accuracy.

See Add Actions to Resolver Codes on page 46 for details on how to add the
Relevance Resolvers to a Location.

ThinManager User Access Relevance has Access Groups that can be used to control access to a location or
action. This is based on the Relevance permissions in ThinManager.

Relevance has the ability to control access to actions and applications in


ThinManager like Relevance does. Follow these steps to control user access.
1. Create Access Groups. See ThinManager Access Group Creation on
page 324.
2. Apply to Applications or actions. See Add Access Group to a Display
Client on page 327.
3. Apply to location. See Add Actions to Resolver Codes on page 46.
4. Create ThinManager Users. See Create the ThinManager User via Active
Directory on page 343.
5. Apply Permissions. See Add Actions to Resolver Codes on page 46.
6. Log in to the location to access applications. See Interact with the
Location on page 505.

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Figure 638 - Access Groups Applied to Display Clients and Users

A Location can have a single resolver, like a QR code, assigned to it. The
Location has different Display Clients assigned, each with a different
access group.

Figure 639 - User Access to Display Clients via Permissions

As each person scans the Resolver, they get the application that matches their
access group.

Figure 640 - User Access to Display Clients via Permissions

The same Resolver delivers different content, based on Permissions.

Create a Location with Access Group permissions grant or deny access to display clients so that a user
Restricted Applications must log on with an account that has permission to access the application.

Use Permissions to Restrict an Application


1. Double-click on the display client with the application you want to
restrict in the Display Client tree.

The Client Name page of the Display Client Wizard appears, where
permissions are applied to the display client.

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Figure 641 - Client Name Page

2. Click Permissions.
3. The Permissions dialog box appears.
Figure 642 - Permissions Dialog Box

4. Move Unrestricted from the Member Of list to the Available list.

IMPORTANT If Unrestricted is not removed, then anyone can still access


the application.

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Figure 643 - Permissions

5. Move the desired Access Group to the Member Of list.


6. Click OK to close the window.
7. On the Client Name page, click Finish.

Add a Restricted Application You can apply ThinManager User Services to Location Services and have
to a Location applications on Locations that are restricted by membership in
Access Groups.

To create a Location with the restricted display client, follow these steps.
1. Click the Locations icon on the Tree Selector to open the Locations tree
and create a Location.
2. Right-click on the Locations branch and choose Add Location.

The Location Configuration Wizard appears.

Figure 644 - Location Configuration Wizard

3. Type a Location Name and click Next.

The Location Options page appears.

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Figure 645 - Location Options

4. Choose your options.


5. Clear the Leave the Allow Location to be selected manually checkbox to
force the user to use a resolver to access the applications.
6. Click Next to continue.

The Display Client Selection page appears.

Figure 646 - Display Client Selection Page

7. Add the desired display clients to the Selected Display Client list on the
Display Client Selection page.

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8. In this example, the HMI_1 display client is unrestricted but the Form01
is restricted to members of the Maintenance Access Group as shown in
Use Permissions to Restrict an Application on page 444.
9. Click Next to continue.

The Windows Log In Information page appears.

A location with display clients requires a valid Windows user account, which
can be a domain or non-domain account.

Figure 647 - Windows Log In Information Page

10.Click Search for a domain account or type one into the Username field
and type the Password.
11. Click Next to continue.

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Figure 648 - Relevance Resolver Selection

12.Click Add.

The Choose a Relevance Resolver dialog box appears.


13. Choose your action, Forced Transfer in this case.
14. Click Finish.

The location is created and the wizard closes.

Put It Together Figure 649 shows 1_Terminal at the Shipping02 location. It has two display
client applications:
• HMI_1 is unrestricted and is visible to anyone accessing the location
• Form01 is restricted to members of the Maintenance access group

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Figure 649 - Shadowed Location

Figure 649 shows the location with the HMI_1 application operational. Form01
is not operational because no Maintenance user is logged in.

Figure 650 - Mobile Transfer of the Location

When the mobile user transfers the location, they have access to the
unrestricted HMI_New application only.
1. Click ScanID to scan a QR code resolver.
2. Click Login.

The Login prompt appears, which allows the ThinManager user to login.

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Figure 651 - ThinManager User/ThinManager User Login Prompt

3. Login with the ThinManager User account that is a member of the


proper access group.
Figure 652 - ThinManager User Account Accesses Application

Once the ThinManager User logs in, the user has access to the hidden
restricted application. Figure 652 shows both locations on the mobile device.

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Figure 653 - ThinManager Tree

Once the ThinManager user is logged on with the correct Permissions from the
access group membership, the hidden application is revealed.

One QR Code, The previous section covered the use of a Relevance Access Group to hide a
Multiple Actions display client application from the public with the use of Access Groups. This
section cover the use of access groups to provide different actions.

Instead of using a different resolver for every action, you can use a single
resolver and Access Groups to provide different actions. The example that
follows uses a QR code as the resolver.
1. Click the Locations globe icon on the Tree Selector at the bottom of the
tree to open the Locations branch.
2. Double-click the Terminal or right-click on the Terminal and choose
Modify.

The Location Configuration Wizard appears.


3. Click Next until the Relevance Resolver Selection page appears.

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Figure 654 - Relevance Resolver Selection Page

4. Click Add.

The Choose a Relevance Resolver dialog box appears.

Add the same resolver to the location as many times as you have actions
and access groups you want to involve.

Figure 655 - Choose a Relevance Resolver

5. Choose a different action from the Choose Action pull-down each time
you add it.
6. Click Permissions to add the Access Group to the action.

The Permissions dialog box appears.

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Figure 656 - Permissions Dialog Box

7. Remove the Unrestricted group from the Member Of list and add the
desired access group from the Available list group; Quality in
this example.
8. Click OK to finish.

You can also edit the permissions

Figure 657 - Edit Button on the Relevance Resolver Selection Page

1. Highlight a resolver and click Edit.

The Choose a Relevance Resolver dialog box appears, within which the
Permissions button resides.

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This example used the following settings.


Location Application Resolver QR Action Access Group
QR-01 Shadow Quality
HMI_1 QR-01 Transfer Maintenance
Loc_1 Form03 QR-01 Force Transfer Foremen
QR-01 Clone Supervisor

If a Quality member scans the QR-01 code, they are able to shadow the location
and leave control with the operator.

If a Maintenance member scans QR-01, they transfer the application to their


mobile device once the operator allows it.

If a Foreman scans the QR-01 code, they immediately transfer the display from
the location to their mobile device so that they can take their application with
them when they roam through their section.

If a Supervisor scans QR-01, they clone the application and run it with their
own Windows account.

Calculate Permissions It is easy to lose track of the permissions as your system expands and more
functions and features are added. Relevance has a Permission Calculator
to help.
1. Choose Manage>Access Groups.

The Access Groups dialog box appears.

Figure 658 - Access Groups Dialog Box

2. Click Calc Permissions.

The Effective Permission dialog box appears.

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Figure 659 - Effective Permission Dialog Box

3. Highlight members of selection lists to show the display clients that are
visible in the Visible Display Clients column.
4. Click Clear User and Clear Location to clear the fields and test
another combination.
5. Click OK to close the dialog box.

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Manual Interaction A mobile device can connect to a Location and manually interact with
with Locations the applications.
1. Connect the mobile device to the ThinServer and connect as shown in
Mobile Devices on page 299.
Figure 660 - Main Menu on a Mobile Device

2. Launch the Main Menu from the mobile device menu bar.
3. Press Login Location, which manually connects to a Location.

The Select Location dialog box appears, which lists all Locations that are
allowed to have a manual configuration. In Figure 661 on page 458, only
one Location is created.

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Figure 661 - Select Location

4. Press the Location.

The Select Action dialog box appears.

If a No Actions dialog box appears, it indicates one of two possibilities.


• There were no Actions checked on the Location Options page of the
Location Configuration Wizard
• A Relevance Permission was applied, and the user is not a member of a
permitted access group
Figure 662 - No Actions Error

a. If the No Actions dialog box appears, click Ok to close it and select


another location.

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Figure 663 - Actions for Manual Interaction

There are three manual interactions between a mobile device and a location.
Interaction Description
Shadow Duplicates the graphic output of the Location screen and sends it to the mobile device.
Sends the graphic output of the location to the mobile device instead of the location. Requires the
Transfer operator to manually allow the transfer.
Creates a duplicate session for the mobile device using the configuration of the location and the user
Clone credentials of the mobile device.

Shadow Shadow duplicates the graphic output of the location and sends it to the
mobile device.

Figure 664 - Shadow

The Shadow feature allows the mobile user to see and interact with the exact
display as the location.

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Figure 665 - Main Menu

1. Open the mobile program, select your ThinManager Server, and press
Menu in the upper-right corner to launch the Main Menu dialog box.
2. Press Login Location on the menu.

The Select Location dialog box appears.

Figure 666 - Select Location Menu

3. Press a Location.

The Select Action dialog box appears, which list the actions allowed at
the location.

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Figure 667 - Select Action Dialog Box

4. Press Shadow to connect and shadow the Location.

Figure 668 shows the shadow of the location.

Figure 668 - iTMC Shadowing Location

The shadow only shows one display client window when you shadow the
location and receive the current graphic output from the location.
5. Press Leave to end the shadow.

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Transfer Transfer is similar to Shadow except that the user must allow the transfer at
the location, which prevents someone from taking the session while the
operator is busy with a process. Also, it allows a mobile user to take sole control
of the location.

Figure 669 - Transfer

1. Open the mobile program, select your ThinManager Server, and press
Menu in the upper-right corner to launch the Main Menu dialog box.
Figure 670 - Main Menu on a Mobile Device

2. In the Main Menu, press Login Location.

The Select Location dialog box appears, where you can manually connect
to a Location. It lists all Locations that are allowed to have a manual
configuration. Figure 671 on page 463 shows only one Location
was created.

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Figure 671 - Select Location

3. Press Location to open the Select Action dialog box.


Figure 672 - Actions for Manual Interaction

4. Press Transfer from the Select Action dialog box.

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Figure 673 - Wait for Transfer Permission Message

The user of the location must allow the transfer. This communication prevents
the mobile user from taking the session while the local user is performing
a task.

Transfer at the Location

A dialog box is displayed at the location to allow the transfer.

Figure 674 - Location Logoff Dialog Box

1. The local user must press YES to allow the transfer.

The mobile client is allowed to display the location display.

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Figure 675 - Transferred Location Display

The Transfer shows all the display clients on the location instead of just the
display output of the location.
2. The location display can be restored from the client or the location.
• Press Leave on the client menu to restore the display to
the location.
• Also, you can press Restore Location at the location to restore
the display.
Figure 676 - Main Menu at the Location

The Location displays the Main Menu during the transfer.


3. Press Restore Location to return the session.

A dialog box appears on the mobile client to warn the mobile user that
the transfer ends soon.

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Figure 677 - Location Logoff Dialog

4. Press YES to allow the transfer back to the original location, NO to refuse
the restoration, or MORE TIME to delay the restoration.

The amount of time that an operator has to acknowledge and allow the
transfer can be set on the Relevance Setting dialog box. See Bluetooth Beacons
on page 476 for details.

Clone Clone duplicates the display clients of the location on the mobile device, but
the sessions are created with the mobile device Windows user account.

Figure 678 - Clone

Session creation with the mobile device Windows user account allows a mobile
user to get the HMI or other software and have independence from the user at
the location.

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Figure 679 - Main Menu on a Mobile Device

1. Press Login Location.

The Select Location dialog box appears, which lists all Locations that are
allowed to have a manual configuration.

Figure 680 - Select Location

In Figure 680, only one Location was created.


2. Press the Location.

The Select Action dialog box for the Location appears.

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Figure 681 - Actions for Manual Interaction

3. Press Clone.

The mobile device launches copies of the location’s display clients, but
uses the mobile device login.

Figure 682 - Cloned Session

Figure 682 shows a session running the same application, but with a different
set of credentials.
4. Press Leave near the top-right corner to close the mobile client.

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Addition of Resolver Codes Resolvers can help a mobile device know what location it is in. These can be
with Mobile Device configured to tell the mobile device what action to take.

These are Resolvers.


• QR Codes
• Bluetooth Beacons
• Wi-Fi Access Points
• GPS

Assignment of Resolvers

Because Resolvers can only be assigned to one location, they identify the
Location for Relevance. Each location can have more than one Resolver and
action assigned. You can use Permissions to assign a resolver several times
with a different action tied to each set of permissions.

Fencing uses combinations of resolvers to limit actions to specific locations.


An action can require presence in an area covered by a Bluetooth beacon or
GPS site before a QR code can be scanned, which can prevent a user’s
departure from an area with a critical process. The Fence prevents the use of
the application outside of the assigned areas.

QR Codes

Quick Response (QR) Codes can store text, numeral data, and URLs. QR Codes
can be read quickly and easily. There are many programs which generate them,
which include free sites on the web.

QR Codes provide pinpoint location as you need to be at the QR Code to read it,
which allows a high degree of granularity in your configuration. You can put
QR Codes anywhere and not worry about overlap of signals or interference.

One issue with QR Codes is that they are easy to duplicate. If you want to use
Relevance to limit an operator to a particular location, then QR Codes should
be coupled with other devices like Wi-Fi, GPS, or Bluetooth to provide Fencing.
See Fencing and Sub-Locations on page 435 for details.

The iTMC and aTMC programs use the built-in camera as a scanner to read the
QR Codes.

Register QR Codes with an iPad

QR codes must be registered with a mobile device.


1. Open the iTMC program on the iPad.
2. Press Settings at the bottom-center to launch the Settings dialog box.

A selection menu appears.

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Figure 683 - iPad Settings Menu

3. Press Manage a Server.

The Select Server to Manage screen appears.

Figure 684 - Select Server to Manage Screen

4. Press the ThinManager Server to which you want to apply the QR Codes.

The iTMC Settings page appears, which has the links to register the
various resolvers.

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Figure 685 - iTMC Settings Page

5. Press Register QR Code, which opens the camera to scan and register the
QR Code.
Figure 686 - Scan New QR Code

6. Point the camera at the QR Code. Once the QR Code is framed in the
window, it reads the code and registers it.

Once the iTMC program reads the QR code, it asks you to name it.

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Figure 687 - Enter Description for QR Code

7. Type a description in the Enter Description dialog box.


8. Click OK.

The iTMC program confirms a successful registration.

Figure 688 - Successful Registration Confirmation

The Resolvers are listed in the Resolver Management dialog box.

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Figure 689 - QR Code in Resolver Management Dialog Box

9. Choose Manage>Manage Resolvers from the ThinManager menu bar to


open the Resolver Management dialog box.

Register QR Codes with an Android Device

QR codes need to be registered with a mobile device.


1. Open the aTMC program on the Android device.
Figure 690 - aTMC Home Screen

2. Press Settings on the bottom.

The Settings dialog box appears.

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Figure 691 - Settings Menu

3. The Setting menu provides these choices.


Setting Description
Manage ThinServer Press to open the Settings Menu and register resolvers.
Add ThinServer Press to open the Add New ThinServer page, which lets you define a new ThinManager Server.
Remove ThinServer Press to allow you to delete a defined ThinManager Server.

If you have multiple ThinManager Servers defined, you must select the
ThinManager Server to which you want to apply the QR codes.

The Settings page contains the links to register the various resolvers.

Figure 692 - aTMC Settings Page

4. Press Register QR Code.

The camera opens to scan and register the QR Code.

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Figure 693 - Scan New QR Code

5. Point the camera at the QR Code. Once it is framed in the window, it


reads the code and registers it.

Once the aTMC program reads the QR code, it asks you to name it.

Figure 694 - Enter Description for QR Code

6. Type the name for the Resolver in Enter Identifier Name dialog box.
7. Click Ok.

The aTMC program confirms a successful registration.

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Figure 695 - Successful Registration Confirmation

8. Click OK.

The Resolvers are listed in the Resolver Management dialog box.

Figure 696 - QR Code in Resolver Management

9. Choose Manage>Manage Resolvers from the ThinManager menu bar to


open the Resolver Management dialog box.

Bluetooth Beacons ThinManager supports Bluetooth Beacons that use the Bluetooth Low Energy
(LE) standard, which is part of the Bluetooth Core Specification Version 4.0. In
order to work with these beacons, your mobile device also must support
Bluetooth Version 4.0 or later. In the case of an iPad, this is any iPad (regular,
Mini, or Air) that uses the Lightning connector.

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Relevance can use Bluetooth beacons as location resolvers. These must be Low
Energy Bluetooth beacons that provide a unique name in the
Advertising Packet.

See Fencing and Sub-Locations on page 435 for details.

To add new beacons to the system, you can use the mobile device to find and
add them in a manner similar to the other resolvers. In the case of these
devices, you stand at the entry point and allow the device to get a few readings
so that it can get an average measure of the signal strength at that point. It
automatically adds 10 to this number for the exit point. You can adjust these in
ThinManager in the Manage Resolvers section.

Here is how to define a Bluetooth beacon with a mobile device.


1. Place the Bluetooth beacons in the locations you want.
2. Launch the iTMC or aTMC program and press Settings.
3. Press Register Bluetooth Beacon command under the Relevance
Resolvers section. If you have more than one ThinManager Server
defined, you must pick the ThinManager Server on which you want the
Bluetooth beacons registered.
4. Choose the desired Bluetooth beacon from the generated list.
5. Type a name and press Register.
6. Choose Manage>Manage IDs.

The Resolver Management dialog box appears, in which the Bluetooth


beacon is registered and entered.

Relevance Settings

The Relevance Settings dialog box has some settings that can affect
Bluetooth beacons.
1. Choose Manage>Relevance Settings on the ThinManager menu bar.

The Relevance Settings dialog box appears.

Figure 697 - Relevance Settings

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These are the settings available in the Relevance Settings dialog box.
Setting Description
Location Transfer Sets the time that an operator has to acknowledge and allow a Transfer.
Timeout See Transfer on page 462.
Location Transfer Sets the interval of extra wait time that a refused transfer allows.
Extension Time
Bluetooth Device Enter a name in this field to limit the display of Bluetooth devices that have that prefix, which is
Name Filter Prefix helpful because ThinManager Bluetooth devices have an ACP prefix.
iBeacon GUIDs Shows the registered iBeacons.
Add Click to open the Enter iBeacon GUID dialog box, which allows definition of a new iBeacon.
Delete Click to delete a highlighted iBeacon from the list.
Edit Click to edit a highlighted iBeacon in the Enter iBeacon GUID dialog box.
Allow New Resolvers Allows new resolvers. Clear this checkbox to prevent the addition of Bluetooth beacons by
to be registered unauthorized users.

Bluetooth Beacons Defined on an iPad

Define a Bluetooth beacon similarly to how you define a QR code.


1. Open the iTMC program on the iPad.
Figure 698 - ThinManager iTMC Program

2. Press Settings on the bottom of the screen.

The Settings menu dialog box appears.


3. Press Manage a Server.

The Select Server to Manage screen appears.

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Figure 699 - Select Configuration

4. Press the ThinManager Server on which you want to register the


Bluetooth beacon.

The Settings page appears.

Figure 700 - Register Bluetooth Beacon Command on the Settings Page

5. Press Register Bluetooth Beacon on the Settings page.

The Register Bluetooth page appears, which lists the Bluetooth beacons
the mobile device finds.

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Figure 701 - Available Bluetooth Beacons

6. Press the desired Bluetooth beacon.

ACP-9059AF08ADB5 was chosen in Figure 701.


This ThinManager Server is using ACP as a filter in the Relevance Settings dialog box
to limit the number of Bluetooth beacons shown. See Bluetooth Beacons on page 476
for details.

The mobile device prompts you to go to the location that you want as the
entrance point for the zone.

Figure 702 - Stand At Zone Entrance Dialog

7. Press Continue.

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It can take a few seconds to allow the device to read the signal strength to
create the resolver data.

Figure 703 - Stand Still Message

8. Do not move around while the device registers.

Once the data is collected and the Bluetooth beacon is registered, you are
prompted to name the location.

Figure 704 - Enter Location Description

9. Type a Description and click OK.

The program confirms successful Bluetooth registrations.

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Figure 705 - Success Dialog Box

10.Choose Manage>Manage IDs.

The Resolver Management dialog box appears, where the QR Code is


registered and entered.

Figure 706 - Resolver Management

Bluetooth Beacons Defined This is the procedure defines a Bluetooth beacon with an Android tablet.
on an Android 1. Open the aTMC program on the Android tablet.

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Figure 707 - ThinManager aTMC Program

2. Press Settings on the bottom.

The Settings dialog box appears.

Figure 708 - Settings Menu

3. Press Manage ThinServer.

The Choose ThinServer to Manage page appears.

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Figure 709 - Select Configuration

4. Press the ThinManager Server on which you want to register the


Bluetooth beacon.

The Settings page appears.

Figure 710 - Register Bluetooth Beacon Command

5. Press Register Bluetooth Beacon.

The Bluetooth beacons that the mobile device finds are listed on the
Register Bluetooth page.

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Figure 711 - Available Bluetooth Beacons

6. Press the desired Bluetooth beacon.

In Figure 711, ACP-9059AF08ABF9 was selected.


This ThinManager Server is using ACP as a filter in the Relevance Settings dialog box.
See Bluetooth Beacons on page 476 for details.

The mobile device prompts you to go to the location that you want as the
entrance point for the zone.

Figure 712 - Stand At Zone Entrance Dialog Box

7. Press Ready.

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Figure 713 - Please Wait Message

It can take a few seconds to allow the device to read the signal strength to
create the resolver data.

Once the data is collected and the Bluetooth beacon is registered, you are
prompted to name the location.

Figure 714 - Enter Location Description

8. Type a Name for the location and click Ok.


9. Choose Manage>Manage IDs.

The Resolver Management dialog box appears with the Bluetooth


beacon displayed.

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Figure 715 - Resolver Management Dialog Box

Wi-Fi Access Points This resolver is based on the BSSID (a MAC type address) of the Wireless
Access Point (WAP) that the mobile device is connected to at the time.

Relevance can use Wi-Fi access points as location resolvers. Wi-Fi Resolvers
work well in situations where there are multiple access points. Membership of
a network gives you access to functions in that area.

See Fencing and Sub-Locations on page 435 for details.

iPad-defined Wi-Fi Access Points

The Wi-Fi resolver is defined like a Bluetooth beacon.


1. Open the iTMC program on the iPad.

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Figure 716 - ThinManager iTMC Program

2. Press Settings on the bottom.

The Settings menu dialog box appears.


3. Press Manage a Server.

The Select Server to Manage page appears.

Figure 717 - Select Configuration

4. Press the ThinManager Server on which you want to register the


Wi-Fi resolver.

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Figure 718 - Settings Page of iTMC

5. Press Register WiFi Access Point.

The Register Access Point page appears.

Figure 719 - Available Wi-Fi Access Points

The mobile device allows you to register the Wi-Fi Access Point you are
connected to and list it on the Register Access Points page.
6. Press the access point.

Once the data is collected and the Wi-Fi access point is registered, you
are prompted to name the location.

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Figure 720 - Enter Location Description

7. Type a description and click OK.

The program confirms successful Wi-Fi registrations with a Success


dialog box.

Figure 721 - Success Dialog

8. Choose Manage>Manage IDs.

The Resolver Management dialog box appears with the Wi-Fi resolver is
registered and entered.

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Android-defined Wi-Fi Wi-Fi access points are defined and registered like the Bluetooth beacon.
Access Points 1. Open the aTMC program on the Android tablet.
Figure 722 - ThinManager aTMC Program

2. Press Settings on the bottom.

The Settings page appears.

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Figure 723 - Settings Menu

3. Press Manage ThinServer.

The Choose ThinServer to Manage page appears.

Figure 724 - Select Configuration

4. Press the ThinManager Server with which you want to register the
Wi-Fi network.

The Settings page appears.

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Figure 725 - Register Bluetooth Beacon Command

5. Press Register Wi-Fi Access Point on the Settings page.

The Register WiFi BSSID dialog box appears.

Figure 726 - Register Configuration

The ThinManager Server lets you register the wireless network to which you
are connected.
6. Press Register.

Once the Wi-Fi access point is identified, you are prompted to name
the location.

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Figure 727 - Enter Location Description

7. Type a Name for the Wi-Fi access point and press Ok to finish the
registration process.
Figure 728 - Resolver Management Dialog Box

8. Choose Manage>Manage IDs.

The Resolver Management dialog box appears, where the Wi-Fi access
point is registered and entered.

GPS Relevance can use the Global Positioning System, or GPS, as a location
resolver. The mobile program uses the built-in GPS system to identify
the location.

The Global Positioning System resolver type works well for outdoor areas. It
can be used to create a large Parent Location. Set it up so that you must be
within the GPS area for other actions to take place.

When you assign the GPS resolver to a Location, you can set the range for
altitude and radius from your initial point. This gives you the ability to create a
rather large area for something like an oil field, a large processing facility, or

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an entire building complex. You can also use it for finer resolution of
individual buildings, tanks, pump jacks, or other smaller outdoor areas.

As you assign these types of resolvers, it is best to avoid overlap of GPS areas.

iPad-Registered GPS
Define a GPS location similarly to how you define a Bluetooth beacon.
1. Open the iTMC program on the iPad.
Figure 729 - ThinManager iTMC Program

2. Press Settings on the bottom.

The Settings menu dialog box appears.


3. Press Manage a Server.

The Select Server to Manage page appears.

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Figure 730 - Select Configuration

4. Press the ThinManager Server on which you want to register the


GPS location.

The Settings page appears.

Figure 731 - Register GPS Location

5. Press Register GPS Location.

The Register Location page appears with the GPS listed on it after the
mobile device finds it.

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Figure 732 - Available GPS Location

6. Press Tap Here To Register Location.

Once the data is collected and the GPS location registered, you are
prompted to name the location.

Figure 733 - Enter Location Description

7. Type the Location Description.

The program confirms a successful GPS location registration.

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Figure 734 - Success Dialog

8. Choose Manage>Manage IDs.

The Resolver Management dialog box appears with the registered GPS
location displayed.

Figure 735 - Resolver Management

Android-registered GPS

GPS locations are defined and registered like the Bluetooth beacon.
1. Open the aTMC program on the tablet.

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Figure 736 - ThinManager aTMC Program

2. Press Settings on the bottom of the page.

The Settings dialog box appears.

Figure 737 - Settings Menu

3. Press Manage ThinServer.

The Choose ThinServer to Manage page appears.

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Figure 738 - Select Configuration

4. Press the ThinManager Server with which you want to register the
GPS locations.

The Settings page appears.

Figure 739 - Register GPS Location

5. Press Register GPS Location.

The Register GPS Location page appears.

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Figure 740 - Register GPS Location

6. Press Register.

Once the GPS location is identified, you are prompted to name


the location.

Figure 741 - Enter Location Description

7. Type the Name of the GPS location and press OK to finish the
registration process.
8. Choose Manage>Manage IDs.

The GPS location is registered and entered in the Resolver Management


dialog box.

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Figure 742 - Resolver Management

Add Actions to Resolvers can be applied to a location and have an action associated with them
Resolver Codes so that when a resolver is used, a particular action is launched.

Figure 743 - Location Configuration Wizard

1. Click the Locations icon at the bottom of the ThinManager tree.


2. Double-click a location to open the Location Configuration Wizard.

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Figure 744 - Relevance Resolver Selection Page

3. Click Next until the Relevance Resolver Selection page appears.


4. Click Add.

The Choose a Relevance Resolver dialog box appears, which has a


pull-down menu that lets you select which resolver to configure.

Figure 745 - Choose a Relevance ID

5. Check Only Show Unassigned Resolvers to limit the list to unassigned


resolvers, which prevents duplication.
6. Choose a resolver from the Resolver Name pull-down menu.

The Resolver Type indicates whether it is a QR code, Bluetooth beacon,


GPS, or Wi-Fi resolver.

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Figure 746 - Choose Action Selection

There are six actions that can be applied to the Relevance ID.
Action Description
Clone Creates a new duplicate session using the mobile device Windows account.
Force Transfer Automatically diverts the location graphic to the mobile device.
No Action Initiates no new action.
Shadow Provides an interactive shadow on the mobile device.
Transfer Diverts the location graphic to the mobile device after operator input.
View Only Shadow Provides a shadow without allowance of any input from the mobile device.

Each location can have several Relevance IDs with different actions.

Figure 747 - Relevance ID Selection Page

Figure 747 shows a location with three QR codes, each with their own action.
Scan a code to initiate the associated action.

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Table 3 - QR Code Resolver Actions


QR Code Resolver Action
QR-01 Shadow
QR-02 Force Transfer
QR-03 Clone

Normally, you use a single QR code and use Permissions to deploy the different
functions. Table 3 is just a simplified example to show the concept of
different actions. See One QR Code, Multiple Actions on page 452.

Interact with the Location The iTMC client can be used to interact with the location by a scan of the four
resolvers configured with different actions in the previous example.

The iTMC screen has a menu bar at the top with several command buttons.

Figure 748 - iTMC Menu Bar

These are the button descriptions from right to left.


Button Description
Switch (cascaded square) Press to switch between two or more Display Clients.
Full Screen (four-arrow icon) Press to make the display client full screen. Touch the screen with three fingers to
restore the view.
Keyboard Press to launch an on-screen keyboard.
The center space displays the name of the Terminal, ThinManager user, or display client
Name per the state of the Terminal.
Leave Press to end the action that was initiated by the original scan.
Scan Press to allow the scan window to act as a keyboard wedge to pull data into the session.
Press to open the Scan Identified window to scan QR codes to resolve a location
Scan ID or action.
Press to open the Relevance login dialog box to allow you to log in with a ThinManager
Login user name.
Menu Press to launch the Main Menu screen.
1. Press Main Menu.

The Main Menu appears.

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Figure 749 - Main Menu

The Main Menu has a variety of functions. The state of the application
determines what is displayed.
Function Description
ACTIONS
Login User Press to launch a dialog box to log in as a ThinManager user.
Login Location Press to manually select a location.
Press to open the Scan Identified window to scan QR codes to resolve a location
Scan ID or action.
Scan Press to allow the scan window to act as a keyboard wedge to pull data into the session.
INFORMATION
Info Provides version numbers and lists gestures to navigate the program.
About Launches a dialog box with user, location, and network information.
View Bluetooth Beacons Lists the Bluetooth beacons within range and their signal strength.
View WiFi Access Point Lists the BSSID of the Wi-Fi network to which you are connected.
Normally, when the screen is zoomed, a map is provided so you can determine the part
Hide Map When Zoomed of the screen that is viewed. This feature hides the map during a zoom.

Shadow A Shadow duplicates the graphic output of the location and sends it to the
mobile device. The mobile user sees the exact display as the location. See
Figure 750 on page 507.

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Figure 750 - Shadow

1. Launch the iTMC application.


2. Select your ThinManager Server on the configuration screen to run your
iPad as a Terminal.

The Main Screen has a menu bar at the top with Main, ScanID, Login,
and Menu.

Figure 751 - ThinManager iTMC Main Screen

3. Press ScanID in the upper-right of the menu bar.

The Scan Identifier screen, which is the onboard camera, appears.

Figure 752 - Scan Identifier

4. Position the camera over the resolver code.

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The device reads the code and acts on it.


The image of the QR code is blurry because it registers and closes as soon as it is
in focus.

The iTMC client now shadows the location because the resolver had the
shadow action applied to it.

Figure 753 - Shadowed Session on iTMC Client

5. Press Leave to end the Shadow action.

Forced Transfer Transfer sends the graphic output of the location to the mobile device instead
of the location. Transfer can be done automatically with Forced Transfer or set
to require the operator to manually allow the transfer.

Forced Transfer takes control without operator input, which prevents


someone from taking the session while the operator is busy with a process. It
also allows a mobile user to take sole control of the location.

Figure 754 - Forced Transfer

1. Launch the iTMC application.


2. Select your ThinManager Server on the configuration screen to run your
iPad as a Terminal.

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The Main Screen has a menu bar at the top with Main, ScanID, Login,|
and Menu.

Figure 755 - ThinManager iTMC Main Screen

3. Press ScanID near the upper-right corner.

The Scan Identifier screen, which is the onboard camera, appears.

Figure 756 - Scan Identifier

4. Scan the resolver associated with Forced Transfer. The display is ported
to the mobile device.
The image of the QR code is blurry because it registers and closes as soon as it is
in focus.

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The display from the location is moved to the mobile device.

Figure 757 - Transfer on the Mobile Device

When the action of the resolver is Forced Transfer, the display at the location is
automatically transferred to the scanning iTMC client.

Figure 758 - Forced Transfer at Location

5. Press Leave in the top menu bar or Leave Location on the Main Menu to
end the transfer.

A message box is displayed on the client to explain that the display


is transferred.

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Figure 759 - Main Menu at the Location

6. If you want to recall the display, go to the location and press


Restore Location.

The iTMC client displays a Location Logoff dialog box when a restoration
request is initiated.

Figure 760 - Location Logoff Dialog Box

Setting Description
Yes Press to allow the restoration of the display.
No Press to refuse the restoration of the display.
More Time Press to send a request to the location for more time. The location gets a message with Yes and No, which
provides the power to allow more time or end the transfer.

Transfer Transfer sends the graphic output of the location to the mobile device instead
of the location. Transfer can be done automatically with Forced Transfer or set
to require the operator to manually allow the transfer.

Transfer requires operator input to allow the transfer, which prevents


someone from taking the session while the operator is busy with a process.
Also, it allows a mobile user to take sole control of the location.

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Figure 761 - Transfer

1. Launch the iTMC application.


2. Select your ThinManager Server on the configuration screen to run your
iPad as a Terminal.

The Main Screen has a menu bar at the top with Main, ScanID, Login,
and Menu.

Figure 762 - ThinManager iTMC Main Screen

3. Press ScanID in the right part of the menu bar.

The Scan Identifier screen, which is the onboard camera, appears.

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Figure 763 - Scan Identifier

4. Scan the resolver associated with Transfer.

A request for transfer is sent to the location.


The image of the QR code is blurry because it registers and closes as soon as it is
in focus.

A message is sent to the mobile device, which tells it that the location
must respond.

Figure 764 - Transfer Notification

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The scan initiates the transfer—this is not a forced transfer, but a manual
transfer—which requires confirmation at the location.

The operator at the location is shown a dialog box that requires approval
to transfer.

Figure 765 - Location Logoff Dialog Box

5. The operator at the location clicks Yes to allow the transfer.

The iTMC client is allowed to show the location display, which is moved
from the location to the mobile device.

The location display can be restored from the iTMC client or the location.

Figure 766 - Transfer on the Mobile Device

6. Press Leave on the iTMC client menu to restore the display to


the location.
Figure 767 - Main Menu at the Location

a. Alternatively, the operator at the Location, can click Restore Location


on the Main Menu to restore the display.

On the iTMC client, the Location Logoff dialog box appears, which asks
whether to transfer location display to another device.

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Figure 768 - Location Logoff on the Mobile Device

7. On to the iTMC client, press Yes to allow the transfer to the location.

Clone Clone duplicates the display clients of the location on the mobile device, but
the sessions are created with the mobile device Windows user account.

Figure 769 - Clone

Clone allows a mobile user to get the HMI or other software and have
independence from the user at the location.
1. Launch the iTMC application.
2. Select your ThinManager Server on the configuration screen to run your
iPad as a Terminal.

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The Main Screen has a menu bar at the top with Main, ScanID, Login,
and Menu.

Figure 770 - ThinManager iTMC Main Screen

3. Press ScanID on the right side of the menu bar.

The Scan Identifier screen, which is the onboard camera, appears.

Figure 771 - Scan Identifier

4. Scan the resolver associated with Clone.

Relevance launches the display clients used at the location on the mobile
device, but uses the mobile device account. Clone gives a mobile user the
same applications as the location, but with an independent session
instead of a shared as in Shadow. Clone does not take the session as in
Transfer and Forced Transfer.

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Figure 772 - Cloned Session

Figure 772 is a shadow from ThinManager that shows the Terminal logged in
as Admin2.

Figure 773 - Cloned Session

Clone duplicates the sessions on the location, but creates the sessions with the
Windows user account of the mobile device.

Figure 773 shows the iPad clone of the 2_Terminal, which runs the same
applications, but logs in with the Windows account of the iPad, which
is Admin5.

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Notes:

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Chapter 10

Events

ThinManager Events ensure relevant visual content is presented, or


ThinManager administrative tasks are completed, subsequent to an
occurrence of an external source. The Event source can be any software that
uses ActiveX and is defined in the ThinManager Event Property Wizard with
simple logic. ThinManager Events provide the ability to Add, Remove, Switch,
or Tile a Display Client on a Terminal based on an Event or multiple Events. It
also allows the ability to add or remove permissions of a specific Access Group
on a Terminal based on an Event or multiple Events. Also, expressions of
various Events can be grouped if needed.

ThinManager Events can be accessed from the ThinManager Events tree.

Create a ThinManager Event Follow these steps to create a ThinManager Event.


These steps are not inclusive and may require additional VBA or
other configuration in the external software (source of Event).
1. Right-click on ThinManager Event > Add Event.

The ThinManager Event Property Wizard appears, opened to the Event


Name page.

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Figure 774 - Event Name Page

Fields Description
ThinManager Event Name This is an organizational name only. It does not impact the operation of the event.
Specifies the type of event. Select Generic for all events except for ThinManager Logix
ThinManager Event Type PinPoint events, which should use PinPoint as the ThinManager Event Type.
This is the group in which the event is nested. Blank means it is nested at the root of the
Event Group ThinManager Events tree. Otherwise, the name in this field is the name of the group in
which the event is nested.
Buttons
Add Opens the Define Match Condition page to create a new Match Expression
Delete After the undesired Expression is selected, this action permanently removes it
After an Expression is selected, the Define Match Condition page appears, where
Edit modifications can be made
Move Up Changes the presentation order of an Expression
Move Down Changes the presentation order of an Expression
Start Group Denotes the start of a Group of Expressions
End Group Denotes the end of a Group of Expressions
Launches the ThinManager Events tree, from which to select a group in which to nest
Change Group the event.
2. Enter a ThinManager Event Name.
3. Click Add.

The Define Match Condition Wizard appears.

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Figure 775 - Define Match Condition

Fields Description
This value should match the value of a User Defined Variable that originated from
Property Name whichever host has the Termon ActiveX embedded and enabled
Shows the comparison functions used against the Property Name value in text field of
the page. Operations include:
• = (equal)
• != (not equal)
Compare Operation • > (greater than)
• < (less than)
• begins with
• contains
• matches pattern
Compare Value Type Select the type of value to use in the Compare Value field: Int, Real, or String
Compare Value This value is used to compare against the Property Name value
Logical Operation Use to combine or create a larger Expression

Define Match Condition is the Expression created for the Event.


4. Enter the Property Name.
The Property Name must match the user-defined variable of the external
software that uses ActiveX (source of Event).
5. Set the Compare Operation, Compare Value Type, Compare Value, and
Logical Operation based on desired outcome.
The Logical Operation field is only relevant when multiple expressions
are combined.
6. Click OK.

The Define Match Condition Wizard closes, and you are returned to the
ThinManager Event Property Wizard.
7. Click Next.

The Event Action page appears.

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Figure 776 - Event Action Page

Fields Description
The list of actions that can be applied to a terminal based on the Match Expression(s)
ThinManager Event Action applied in the Event Name page of the ThinManager Event Property Wizard. When a
desired action is selected, additional parameters are presented that need to be defined.
Buttons
Opens a window to edit a specific parameter for the specified ThinManager Event
Action. Some of these parameters include the Event Target Terminal, Event Target
Edit Display Client List, Event Target Access Group, E-signature required Access
Group, and E-signature Allowed Login Methods.
8. From the pull-down menu, select the ThinManager Event Action to occur
when the set logical expression is executed.
9. Click Edit for the available parameters based on the Event Action.
10. Click Finish.

When the Event expression is true, the set ThinManager Event Action
occurs. No additional terminal or user configuration is necessary.

For more information about the uses of the various ThinManager Event
Actions and their associated fields, see the ThinManager Events White Paper
found at https://thinmanager.com/paper/files/TMEvents.PDF.

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Chapter 11

Packages

Firmware, Packages, Firmware is the basic operating system that thin clients run. It is downloaded
and Modules and expanded into memory, where it serves as an operation system.

Modules bring additional functionality to the thin client such as touch screen
integration, keyboard, and sound.

Packages contain a version of firmware and the modules that belong with it.

In the past, ThinManager made all of the firmware changes backward


compatible so that a 12-year-old x86 thin client could run the same firmware as
the latest model of thin client. This limited what ThinManager could do to take
advantage of new hardware.

ThinManager 6.0 introduced a new approach to firmware and modules called


Packages. ThinManager has the ability to run different versions of the
firmware on different thin clients. Legacy thin clients can run Package 5 that is
equal to the ThinManager 5 firmware while newer thin clients can run Package
6 and later. As new hardware is released, you are able to run even newer
packages to take advantage of new features.

A package, the firmware version and the modules that go with it, can get
assigned by default to a thin client, or you can override the setting and run a
different package.

This is particularly helpful in validated systems. If new hardware is purchased


that requires new firmware, you can assign a new package to the new
hardware while the existing thin clients can continue to run the original
validated package.

Packages, firmware, and modules are included with ThinManager and are
registered automatically during ThinManager installation and service package
updates. Packages may be updated occasionally and can be downloaded from
the ThinManager web site at http://downloads.thinmanager.com/ and applied
to ThinManager.

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Update Packages and Files

ThinManager allows updates of Packages. Also, you can update just the
firmware or specific modules if needed.
Firmware and modules get updated automatically during Service Pack upgrades.
This section shows how to update firmware and modules without an update to a
Service Pack.
1. Download new components from the ThinManager web site at
http://downloads.thinmanager.com/ .
2. Choose Install>Firmware Package from the ThinManager menu bar.

A file browser appears, which allows you to install a *.pkg file.


3. Choose Install>Firmware.

A file browser appears, which allows you to install a *.fw file. Also, you
can use this command to load a new version of the legacy
firmware.acp firmware file
4. Choose Install>Module.

A file browser appears, which allows you to install a *.mod file.

ThinManager uses a Boot Loader and a Chain Loader during PXE boot.
5. Choose Install>Boot Loader.

A file browser appears, which allows you to install a *.bin file.


6. Choose Install>Chain Loader.

A file browser appears, which allows you to install a *.bin file.

ThinManager uses a Terminal Capabilities Database, or TermCap, to aid in


configuring the thin clients.
7. Choose Install>TermCap Database.

A file browser appears, which allows you to install a *.db file.

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Figure 777 - Package Installation

8. Choose Install>Firmware Package.

A file browser appears, which allows you to install a *.pkg file.

Figure 777 shows a folder with three firmware package versions.


9. Highlight the desired firmware package and click Open.
Figure 778 - Firmware Installation

10.Choose Install>Firmware.

A file browser appears, which allows you to install a *.fw file.


a. Also, use this command to load a new version of the legacy
firmware.acp firmware file.
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Chapter 11 Packages

Figure 778 on page 525 shows a folder with several versions of firmware.
11. Highlight the desired firmware and click Open.
Figure 779 - Module Installation

12.Choose Install>Module.

A file browser appears, which allows you to install a *.mod file.

Figure 779 shows a folder with two sound modules.


13. Highlight the desired module and click Open.

Customizing Packages

ThinManager allows you to run different packages on different models or


individual Terminals. You can modify a package by copying it and making
changes to it.

Modules and packages are normally updated with service packs and releases.
You can download updated modules at http://downloads.thinmanager.com/
when needed.
1. Choose Manage>Packages.

The Package Manager appears.

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Figure 780 - Package Manager

2. Click Edit Packages.

The Edit Firmware Packages dialog box appears.

Figure 781 - Edit Firmware Packages Dialog Box

3. Choose the package version you want from the Select Package pull-down
menu to modify in the Select Package dialog box and click Copy.

The Package Name dialog box appears.

Figure 782 - Package Name Dialog Box

4. Type a name for the new package in the Enter name of new
package field.

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Success is confirmed in the Copy Firmware Package dialog box.

Figure 783 - Success Dialog

5. Click OK.
6. Click Done on the Edit Firmware Packages and OK on the Package
Manager dialog boxes.
Figure 784 - Modules Dialog Box

7. Choose Install>Modules.

The Modules dialog box for that server appears.


8. Click Install Module.

A file browser appears, which you can use to navigate to your


downloaded modules.

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Figure 785 - File Browser

9. Highlight the needed module and click Open.

A dialog box appears, which allows the selection of a package you want to
add the module.

Figure 786 - Select Firmware Package Dialog Box

10.Highlight your copied module and click Install.

The new module is added to that package.


11. Click Done on the Modules dialog box to finish.

You can lock a package on the Edit Firmware Packages window.

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Figure 787 - Edit Firmware Packages Dialog Box

12.Choose Manage>Packages on the ThinManager menu bar.

The Package Manager dialog box appears.


13. Click Edit Packages.

The Edit Firmware Packages dialog box appears.


14. Choose the package from the Select Package pull-down menu and check
Lock.

The package is locked.

Configure Packages for a ThinManager allows you to change the package for all units of a make
Model of Thin Client and model.
1. Choose Manage>Packages.

The Package Manager dialog box appears.

Figure 788 - Package Manager

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2. Choose your Manufacturer and Model from the pull-down menus.


3. Choose the Package you want from the pull-down.

This becomes the Model Default.


4. Click OK.

The Package Manager dialog box closes.

Older makes and models have fewer options than newer, more powerful makes
and models.

Figure 789 - ACP DC-30-100 Firmware

Figure 789 provides an example of limited package availability for the


DC-30-100, an older model, as it can only run package 5. This is set in the
TermCap as the default package.

Figure 790 - ACP TC3500 Firmware

Figure 790 shows package options for the more recent ACP TC3000, which can
run several versions of firmware and custom firmware.

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Figure 791 - New Default Firmware

The firmware package chosen from the Package pull-down menu sets that
firmware as the default to run on any Terminal of that make and model.

Configure Packages for an Packages can be changed for an entire series of thin clients or for an individual
Individual Thin Client thin client. This change is done in the Package Manager dialog box.
1. Choose Manage>Packages.

The Package Manager dialog box appears.

Figure 792 - Package Manager

2. Check Allow the setting of the Package in Terminal Configuration, which


allows you to override an individual thin client’s package setting.
3. Click OK.

The Package Manager dialog box closes.


4. Double-click on the Terminal in the Terminal branch of the
ThinManager tree.

The Terminal Configuration Wizard appears.


5. Click Next until the Terminal Hardware page appears.

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Figure 793 - Terminal Firmware Package Setting

The Terminal Firmware Package pull-down menu allows you to pick a different
package to run once you allow individual firmware on the Package Manager
dialog box.

Figure 793 on page 533 shows that Package 6_b that was used in the
previous example.

Once the firmware setting is allowed on the Package Manager dialog box, it
appears in the Terminal Firmware Package pull-down menu on the Terminal
Hardware page, which allows you to choose it for that individual Terminal.

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Figure 794 - New Terminal Firmware Package Setting

6. Choose the Terminal Firmware Package from the pull-down menu.


7. Click Finish.

The Terminal Configuration Wizard closes.


8. Highlight the Terminal in the ThinManager Servers tree and choose
Tools>Reboot from the ThinManager menu.

The Terminal reboots, and the ThinManager splash screen for that
firmware is displayed.

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Modules

Modules are components and drivers for the Terminals that are not needed for
the basic boot but can be added to enhance the features and functions of the
Terminals.

Modules are added to Terminals individually or through Terminal Groups.

ThinManager divides the modules into a number of categories, or types, to


make navigation of the module list easier. Although details on the specific
modules follow, the types and modules include the following.
Certain modules are used in limited, specific cases and are considered advanced
modules. These are marked with a (*). See Advanced Modules
for details.

This manual covers the details of a dozen modules. The first covers the general
steps with the Key Block Module. The other modules cover the
individual configuration.

Module List ICA* - see ICA Modules on page 540.


• Citrix ICA UseAlternateAddress Module
• Citrix ICA wfclient.ini Extension Module

Keyboard – See Keyboard Modules on page 541.


• Key Block Module
• Key Block Single Key Module
• Keyboard Configuration Module
• On-Screen Keyboard Configuration Module
• RF Ideas pcProx USB Module
• Share Keyboard and Mouse Controller Module
• Share Keyboard and Mouse Follower Module

Language - See Language Modules on page 544.


• Language Selection Module

Local Storage - See Local Storage Modules on page 544.


• USB Flash Drive Module
• USB Memory Card Reader Module (Package 5 only)

Miscellaneous - See Miscellaneous Modules on page 546.


• Add Serial Port
• Bluetooth Module

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• Firmware Update Module


• Local Printer Module
• MultiStation Configuration Module
• Redundant Ethernet Module
• Serial to TCP Module
• TermMon ActiveX Configuration
• Time Zone Redirection Module
• TMTerm DLL Configuration Module
• USB to Serial Module
• User Override Module

Mouse - See Mouse Modules on page 551.


• Locate Pointer Module
• Mouse Configuration
• Serial Mouse Driver
• Share Keyboard and Mouse Controller Module
• Share Keyboard and Mouse Follower Module

Network - See Network Modules on page 552.


• Domain Name System Module
• Second Network Module
• Third Network Module

RDP - See RDP Modules on page 554.


• RDP Experience Module
• RDP Port Module
• RDP Serial Port Redirection Module
• RDP Session IP Module
• Smart Cart Module

Relevance - See Relevance Modules on page 555.


• Bluetooth Module
• DigitalPersona UareU Fingerprint Reader
• RF Ideas pcProx Module
• RF Ideas pcProx USB Module
• RF Ideas pcProx Sonar Module
• TermMon ActiveX Configuration Module
• USB Flash Drive Module
• USB ID Reader Module

Screen Saver - See Screen Saver Modules on page 562.


• MultiSession Screen Saver Module
• Screen Saver Module

Sound - See Sound Modules on page 564.


• Universal Sound Module

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TermSecure - See TermSecure Modules


• Bluetooth Module
• DigitalPersona UareU Fingerprint Reader
• RF Ideas pcProx Module
• RF Ideas pcProx USB Module
• RF Ideas pcProx Sonar Module
• TermMon ActiveX Configuration Module
• USB Flash Drive Module
• USB ID Reader Module

Touch Screen - See Touch Screen on page 566.


• Arista ARP-16XXXAP-ACP Touch Screen Driver
• CarrollTouch Touch Screen Driver
• Contec Touch Screen Driver (Package 5 only)
• DMC Touch Screen Driver (Package 5 only)
• DMC TSC Series Touch Screen Driver
• Dynapro Touch Screen Driver
• eGalax Touch Screen Driver
• Elographics Touch Screen Driver
• Gunze AHL Touch Screen Driver
• Hampshire TSHARC Touch Screen Driver
• Intra-T Touch Screen Driver
• MicroTouch Touch Screen Driver
• Panjit TouchSet Touch Screen Driver
• PenMount Touch Screen Driver
• Ronics Touch Screen Driver (Package 5 only)
• Touch Control Touch Screen Driver
• Touch International IR Touch Screen Driver (Package 5 only)
• USB Touch Screen Driver
• Xycom 33XX Touch Screen Driver (Package 5 only)
• Zytronic Touch Screen Driver

Video Driver - See Video Driver Modules on page 569.


• Custom Video Mode Module
• Monitor Configuration Module

Add a Module 1. Double-click on your Terminal.

The Terminal Configuration Wizard appears.


2. Click Next until the Module Selection page appears.

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Figure 795 - Module Selection Page

3. Click Add.

The Attach Module to Terminal dialog box appears.

Figure 796 - Attach Module to Terminal Window

Modules can be viewed by category or as a whole.


4. Choose a module category from the Module Type pull-down menu.
5. Highlight a module and click OK.

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Figure 797 - Key Block Module

Figure 797 shows the Key Block Module in the Installed Modules pane.

The Key Block Module has configurable settings.


6. Highlight the Key Block Module and click Configure.

The Module Properties dialog box appears, in which settings can


be configured.

Figure 798 - Module Properties

7. Use the pull-down menu to change a parameter or type a new setting.

By default CTRL+ALT+DEL, CTRL+ALT+ESC, and CTRL+ESC


are blocked.

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a. To change other key combinations, change the respective pull-down


value to Yes.
8. Click Done to close the Module Properties dialog box.
Figure 799 - Modules Tab for a Terminal

The module and settings are displayed on the Modules tab when the Terminal
is highlighted.
The 3_Terminal shows the red Configuration Indicator icon to indicate that the
configuration changed when the module was added, but it has yet to be restarted to
load the new configuration.

Individual Module Details ThinManager divides the modules into a number of categories or types to
make navigation of the module list easier. The types and modules include ICA,
Local Storage, Miscellaneous, Mouse, RDP, Screen Saver, Sound, TermSecure,
Touch Screen, and Video.

ICA Modules
ICA Modules are advanced modules for advanced users of the ICA client
communication protocol.

Citrix ICA UseAlternateAddress Module

The Citrix ICA UseAlternateAddress Module is used by advanced Citrix users


to specify connections to Citrix Servers.

Configuration includes Use Alternate Address, Browser Protocol, and


HttpBrowser Addresses.

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Citrix ICA wfclient.ini Extension Module

The Citrix ICA wfclient.ini Extension Module is used by advanced Citrix users.
This module allows up to 8 strings of text to be added to the wfclient.exe for
passing Citrix parameters.

Keyboard Modules Keyboard Modules are modules used to control or alter keyboard behavior.

Key Block Module

The Key Block module traps certain keystrokes and prevents them from being
sent to the Remote Desktop Server for processing.

Key combinations to be blocked can be configured by in the Module Properties.


To launch Module Properties, follow these steps.
1. Highlight the module on the Module Selection page and click Configure.

A Module Properties dialog box appears.


2. Choose the parameter to change in the Module Properties dialog box and
choose the Value in the pull-down menu.

The key combinations that have a value of YES are blocked from reaching the
Remote Desktop Server.

Key Block Single Key Module

The Key Block Single Key Module lets you block a single key combination from
being sent from the Terminal to the session.

Figure 800 - Key Block Single Key Module Properties

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Add and configure the Key Block Single Key Module to block a single set of key
combinations.

You can set ALL, CTRL, ALT, or CTRL+ALT as the modifier key(s) and set A-Z,
F1-F12, and ESC, Tab, Backspace, and so on as the key to block.

If you have multiple keys to block, add the Key Block Single Key Module once
for each combination and configure them accordingly.

Keyboard Configuration Module

The Keyboard Configuration Module allows you to set the keyboard language
and control the behavior of the Caps Lock and Number Lock on the Terminal.

Figure 801 - Keyboard Configuration Module Properties

The Keyboard Configuration parameters include the following.


Parameters Description
Num Lock State Allows the Number Lock to be set to On at startup, Off at startup, always On, or always Off.
Cap Lock State Allows the Caps Lock to be set to On at startup, Off at startup, always On, or always Off.
Scroll Lock State Allows the Scroll Lock to be set to On at startup, Off at startup, always On, or always Off.
Sets the amount of time that a key needs to be held down before it starts repeating the
Repeat Delay (ms) keystroke. If this parameter is set to Disable, a key sends only one keystroke even if the key is
held down.
Repeat Rate (char/sec) Sets the number of characters per second that a held down key sends.
Disable Repeat for Enter When set to Yes, it prevents the Enter key from repeating if it is held down.
Key
Allows the thin client to use keyboards other than the default English (United States)
Keyboard Layout keyboard map.

On-Screen Keyboard Module

The On-Screen Keyboard Module allows you to configure an on-screen


keyboard for touch screens. The configuration of the launch of the keyboard
through a long touch or hold is done within the Touch Screen Module. The
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settings in the on-screen keyboard are configured in the On-Screen


Keyboard Module.
Parameters Description
Show Keypad Adds the keypad to the display.
Show Function Keys Adds the function keys to the display.
Show Control Key Adds the Control key to the display.
Show Alt Key Adds the ALT key to the display.
Num Lock State Turns the numbers lock on or off on launch.
Inactivity Timeout (seconds) Sets the duration of the idle time that closes the keyboard.
Keyboard Scale Percentage Sets the width of the keyboard as a percentage of the screen.
Font Size Sets the font size of the keys.

RF Ideas pcProx USB Module

The RF Ideas pcProx USB Module uses a USB device that allows a Terminal to
use RF Ideas pcProx cards as TermSecure ID cards.

ThinManager supports the RDR-xx81AKx family of card readers from RFIdeas.


These include the serial RDR-6081AK2 reader and RDR-6081AKU (Package 5, 6,
or 7), RDR-80582AK0 (Package 6 or 7), and RDR-80081AKU (Package 7.1.4 and
later) USB readers.

These are the parameters.


Parameters Description
Mode Allows the device to be used in TermSecure Mode, Wedge, or TermMon mode.
TermSecure Sends data to ThinManager for use with TermSecure.
Wedge Sends data straight to the session as a keyboard wedge.
TermMon Sends data to the TermMon ActiveX that you embed in your application.
When set to Yes, allows a ThinManager user to log in to a Terminal without a
Allow Manual TermSecure Login TermSecure ID device. If set to No, TermSecure users must use a TermSecure ID
device to log in.
Prompt for TermSecure Password When set to Yes, requires a TermSecure user to enter their password for access
even if the password is configured in ThinManager.

See Card and Badge Configuration for a ThinManager User on page 391 for
details.

Share Keyboard and Mouse Module

The Share Keyboard and Mouse Module allows several thin clients to be
controlled with a single keyboard and mouse without the need of a KVM switch
(Keyboard/Video/Mouse).

Share Keyboard and Mouse has a Controller module that is added to the
controlling Terminal and a Follower module that is added to the
dependent Terminals.

Share Keyboard and Mouse allows you to place several monitors connected to
thin clients, side-by-side or top-to-bottom. The Share Keyboard and Mouse
Controller module is loaded on the center thin client.

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1. Add the IP addresses of the secondary follower thin clients to


configure it.

The other Terminals receive the Share Keyboard and Mouse Follower module.
2. Once the Share Keyboard and Mouse Controller Module is added to a
Terminal, highlight it in the Installed Module dialog box and
click Configure.

These are the configuration settings.


Setting Description
Enter the correct IP address for the Follower Terminal on the left of the Controller
Left Terminal IP Address Terminal, if used, and click Set.
Enter the correct IP address for the Follower Terminal on the right of the Controller
Right Terminal IP Address Terminal, if used, and click Set.
Enter the correct IP address for the Follower Terminal on the top of the Controller
Top Terminal IP Address Terminal, if used, and click Set.
Enter the correct IP address for the Follower Terminal on the bottom of the Controller
Bottom Terminal IP Address Terminal, if used, and click Set.
Normally, a Terminal with the controller module loaded is blocked from interactive
Allow Interactive Shadow shadow. If you want to allow interactive shadowing on the Controller, highlight the Allow
of Controller Interactive Shadow of Controller parameter, choose Yes from the Value pull-down menu,
and click Set.
Enter the IP address of the Controller Terminal and click Set to allow the follower module
Controller IP Address to be configured to connect to a specified Controller.

The Share Keyboard and Mouse Follower module is loaded on the secondary
thin clients using the same methods in which other modules are loaded.
3. Click Done when finished.

Once the ThinManager Enabled thin clients are booted, the mouse on the
controller thin client can be moved seamlessly into the other desktops. The
keyboard is active on whatever screen the mouse pointer is present.

This feature allows an operator to have control of several displays with only one
keyboard and mouse. The mouse movement is seamless, which allows access to
displays without switching.
A Controller Share Keyboard and Mouse session cannot be interactively shadowed in
ThinManager unless it is configured to allow it.

The keyboards and mice for the follower thin clients can be left attached but
stowed away until a multi-user configuration is needed.

Language Modules The Language modules allow different languages to be used by the terminal.

Language Selection Module

The Language Selection Module sets the language on the terminal. You can use
the Keyboard Configuration module to set the keyboard language and set the
language in the session.

Local Storage Modules The Local Storage modules allow the use of USB ports on thin clients. By
default, the USB ports are not active for security reasons.

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USB Flash Drive Module

By default, USB ports are disabled in the ThinManager system. You can use the
USB ports for keyboards and mice, but not USB flash drives. For USB flash
drives, you need to allow the port to be used with the USB Flash Drive Module.

Also, the USB port works with a device that functions as a keyboard wedge.

Figure 802 - USB Flash Drive Module Properties

The USB Flash Drive Module has several parameters.


Parameter Description
• ReadWrite allows the user to read and write to the flash drive
• ReadOnly allows the user to read data, but not write data
Drive Access Rights in Session
• None sets the flash drive to access only the unique serial number to make it usable
as a TermSecure ID device
• YES allows the device to be a TermSecure identifier
Use with TermSecure • NO in conjunction with a ReadWrite Access Rights allows the device to be used as a
remote storage drive
• Yes allows a ThinManager user to log in to a Terminal without a TermSecureID
Allow Manual Login device
• No requires TermSecure users to use a TermSecure ID device to log in
Yes requires a ThinManager User to enter their password for access even if the
Prompt for Password password is configured in ThinManager.

USB does not map to the session like serial does. If you want to add a USB device
that requires a driver to be installed, such as a printer, you can use an
IP-to-USB converter that allows you to address the device and mount the drives
from the session.

USB Memory Card Reader Module

The USB Memory Card Reader Module allows USB card readers to connect to a
Terminal.

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These are the USB Memory Card Reader Module parameters.


Parameter Description
Number of Slots in Reader Sets the number of slots that the card reader uses.
• Yes limits the user to reading the card.
Read Only Access
• No allows the user to read and write to the card.

Miscellaneous Modules These are modules that do not fit into other categories.

Add Serial Port


The Add Serial Port Module is used only to configure the serial ports of
daughter boards that add additional serial ports to Terminals.
1. Add a module for each additional serial port.

Each module lets the user configure one additional port.

These are the Add Serial Port Module parameters.


Parameter Description
Port Number Set to the port number of the new port.
Port Address Set to the port address of the new port.
IRQ Set to the IRQ of the new port.
UART Set to the chipset type for the new port.

Barcode Configuration Module

This module sets the protocols that a tablet uses to scan barcodes.

Bluetooth Module

See the Relevance Modules on page 555 for more information.

Firmware Update Module

The Firmware Update module allows a ThinManager-ready thin client with an


embedded firmware to be updated.

ThinManager enables some models of Terminals to store the firmware with


Disk On Chip or Compact Flash storage so that the unit does not have to
download the entire firmware at boot. Instead, the unit can boot locally and
download just the configuration to save bandwidth. This is most commonly
used with units that connect over low-bandwidth networks, like wireless
networks or WANs. These units can use the Firmware Update module to
download and flash new firmware when the firmware is updated
in ThinManager.

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The ability to update stored firmware Terminals eliminates the need to send
the Terminal back to the manufacturer to update the firmware.
The firmware download can vary depending on the bandwidth of the connection and
the size of the update. It is recommended that updates be done over a wired LAN
versus a wireless connection.

The Firmware Update module has three configurable parameters.


Parameter Description
• Yes prompts the operator to choose between an immediate firmware update or an update at
Confirm at Terminal the next Terminal boot.
• No causes the firmware download to take place immediately.
Yes forces the Terminal to always download the firmware for an update. Ordinarily, a stored
Force Update firmware Terminal with the Firmware Update module checks firmware version numbers at boot
and only downloads a new firmware if the versions are different.
Prevents the download and flash of a new firmware if it is installed. This allows the
Disable Update administrator to select the time of update instead of an automatic update.

The module downloads firmware when it detects a different firmware. Since this only
happens at the first reboot after updating the ThinManager firmware, it is safe to
leave this module added to Terminals permanently when Force Update is set to No. It
does not need to be added and removed each time the firmware is updated.
However, since it updates when the firmware is different, it tries to update the
firmware if you boot it from a ThinManager server with older firmware.

Firmware Update Program

Once the new firmware is downloaded, an update program runs on the


Terminal to rewrite the new firmware to the storage. The program displays a
warning, which state that the Terminal must not be reset or powered off
during the process, which usually takes around 30 seconds. If you ignore the
warning, the stored firmware can be corrupted; so, it is important to leave the
Terminal alone for that time period.

IMPORTANT The Terminal must not be reset or powered off during the brief
period that the update program writes the firmware to the firmware
storage device. It is recommended that you update firmware over a
wired LAN versus a wireless connection.

Stored Firmware Terminal Configuration

A stored firmware Terminal loads the firmware locally before it connects to the
ThinManager server. The stored firmware Terminals have a setup program
that allows configuration of the connection.
1. Press any key to enter the program when prompted during the
boot process.

A setup screen is displayed.


2. Save or discard changes before the boot process resumes.

Instant Failover Module

The Instant Failover Module is to be used only with Terminal configurations


that use the legacy “Individual Remote Desktop Servers” method instead of the
preferred Display Clients method.

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Since the use of Display Clients is a preferred method of getting Remote


Desktop Services sessions versus using the legacy “Individual Remote Desktop
Servers,” the module is hidden from view unless Show Advanced Modules
is checked.

Instant Failover allows a Terminal to connect to a session on two Remote


Desktop Servers. Both sessions are active, but only one is displayed. If the first
Remote Desktop Server fails, the second session is displayed immediately,
which eliminates any downtime due to Remote Desktop Server failure. See
Instant Failover on page 152 for details.
The Instant Failover Module is used only with Terminals that use Individual Remote
Desktop Servers. Terminals using Display Clients have Instant Failover checked in
order to use it. (See Figure 156 on page 124).
Do not use the Instant Failover module while using Display Clients.

The Instant Failover function requires an Instant Failover license for each
Terminal that uses it.

Instant Failover Configuration with Use of Individual Remote Desktop Servers

The thin client cascades both sessions, with the primary in front. You cannot
see the secondary session as it is hidden behind the primary session. There is
an option that allows one to switch between sessions with a hot key.
Parameter Description
Hot Key Session Switching Set to Enabled for the hotkey combination to toggling between sessions.
The value of the hotkey is defaulted to CTRL+F9, but it can be assigned to any
Hotkey Combination is CTRL+ function key.

Local Print Module

The Local Print Module simplifies printing through the parallel port on
thin clients.

There are three steps.


1. Install the print driver on the Remote Desktop Servers to which the
client connects.
2. Add the Local Print Module to the thin client as described in
Add a Module on page 537.
3. Configure the Print Driver Name parameter in the module to contain
the print driver’s name. The Local Print module works when the name of
the print driver is entered in the Value field for the Printer Driver Name.
The Print Driver name is provided by the properties page for the printer.
a. Choose Start>Settings>Printers to launch the Printer Property page
for a printer and choose the appropriate printer.

The Printer Queue dialog box appears.


b.Choose Printer>Properties to launch the Printer Properties page.

The Advanced tab on the Printer Properties page contains the Print
Driver name.

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c. Type the Print Driver name into the appropriate field on the Local
Print Module.
When printing from the client, the printer is displayed as
Printer/username/session number.

MultiStation Configuration Module

The MultiStation Configuration Module allows you to specify how many


keyboards and mice are at each station.

The settings include these.


Setting Description
Station Number Specifies the station number to configure.
Number of Keyboards Sets the number of keyboards at the selected station.
Number of Mice Sets the number of mice at the selected station.

Redundant Ethernet Module

Adding the Redundant Ethernet Module to a Terminal with dual network ports
allows the Terminal to use the second port as a backup. The Terminal has one
IP address, but it can have the ports plugged into two switches to have
redundant paths to the Remote Desktop Servers.

The Redundant Ethernet Module has no configurable settings. Plug each


network port into different switches on the same network.

The Terminal boots from the first available network port and downloads the
configuration. If the first network path fails, it seamlessly switches to the
backup port to prevent interruption of service.

Terminal Shadow Module

This module needs to be installed in ThinManager, but it is not applied to a


Terminal. A Terminal automatically downloads this module if it is needed.

TermMon ActiveX Configuration Module

This configures the TermMon ActiveX control that collects Terminal


information and can perform Terminal functions. It is listed as both a
Miscellaneous Module and a TermSecure Module, but is described in the
TermSecure Modules section.

See TermMon ActiveX Configuration on page 561 for details.

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Time Zone Redirection Module

The Time Zone Redirection Module allows a Terminal to display local time
when it is connected to a Remote Desktop Server in another time zone.
1. Highlight the Time Zone parameter to activate the Value pull-down
menu that contains time zones.
2. Click Set to accept the changes.
3. Allow time zone redirection in the Group Policy Console of the Windows
Remote Desktop Servers.

The Allow Time Zone Redirection policy is found under Local Computer
Policy\Computer Configuration\Administrative Templates\Windows
Components\Terminal Services\Client\Server data redirection folder for
Server 2003 or Local Computer Policy\Computer
Configuration\Administrative Templates\Windows
Components\Terminal Services\Remote Desktop Server\Device and
Resource Redirection for Server 2008 of the Group Policy.

See Microsoft documentation for information on Group Policy.

TMTerm DLL Configuration Module

The TMTerm DLL Configuration module is used to communicate with the


Terminal sessions from another Terminal or computer.
Setting Description
• ANY_IP allows you to configure the communication from any computer
Allow Connections from
• List allows you to limit communication to specified computers.
IP Address list (comma separated) Allows you to list the IP addresses of computers authorized to retrieve the
TermMon data. Separate multiple computer IP addresses with a comma.

USB to Serial Module

The USB to Serial module allows you to map the USB ports to serial ports if you
are using a USB-to-Serial device plugged into the Terminal.

User Override Module

The User Override Module is a temporary module that allowed users of


ThinManager 3.1 to use the User Override function in Display Clients. It is no
longer needed in ThinManager 3.2 and later.

See Display Client Override for the current method of User Override.

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Mouse Modules Mouse Modules can configure mouse functions in the ThinManager system.

Locate Pointer Module


The Locate Pointer Module adds a large crosshair to the cursor when it
becomes active after being idle, which allows you to see its location quickly.
This feature is particularly helpful in a MultiMonitor system.

Figure 803 - Locate Pointer Module

The settings include these.


Setting Description
Locate Pointer Hotkey Allows you to set a hotkey to make the cursor appear.
Locate Pointer Allows you to set the modifier key to activate the hotkey to show the pointer cursor.
Hotkey Modifier
Home Pointer Hotkey Allows you to set a hotkey that moves the cursor to the center of the main screen.
Home Pointer Allows you to set the modifier key that moves the cursor to the center of the main screen.
Hotkey Modifier
Locate Inactivity Sets the length of the idle time before the locate pointer cursor is activated.
Time (seconds)
Home Pointer Inactivity Sets the length of the idle time before the locate pointer cursor is moved to the center of the
Time (seconds) main screen.
Locate Display The length of time that the locate pointer crosshair cursor is displayed when activated.
Time (seconds)

Mouse Configuration Module


The Mouse Configuration Module allows USB or PS/2 mice to be configured
and allows the use of two mice. These are the Mouse configuration settings.
Setting Description
Allows both a PS/2 mouse and USB mouse to be used on a Terminal. Define which mouse is
Primary Mouse Type considered the primary mouse.
Mouse Protocol Allows the selection of different protocols used by the mouse.
Scroll Mouse When set to Yes, allows a scroll mouse to function on a Terminal.
Acceleration Multiplier Allows the mouse movement to be slowed down or sped up.

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Setting Description
Acceleration Threshold The number of pixels a mouse must move before the acceleration multiplier takes effect.
(pixels)
Left Button Disables the left mouse button when set to Disabled.
Right Button Disables the right mouse button when set to Disabled.
Scroll Button Disables the scroll button when set to Disabled.
Scroll Wheel Disables the scroll wheel when set to Disabled.
1. To change a parameter, highlight the parameter and choose a new value
from the Value pull-down menu.
2. Click Set to accept the new parameter value.

PS/2 Mouse Module

The PS/2 Mouse Module is the predecessor of the Mouse Configuration


Module. It allows the changing of PS/2 settings like mouse type, acceleration,
and threshold. All of these features are now available in the Mouse
Configuration Module.
Setting Description
Allows both a PS/2 mouse and USB mouse to be used on a Terminal. Define which mouse is
Primary Mouse Type considered the primary mouse.
Scroll Mouse When set to Yes, allows a scroll mouse to function on a Terminal.
Acceleration Multiplier Allows the mouse movement to be slowed down or sped up.
Acceleration Threshold The number of pixels a mouse must move before the acceleration multiplier takes effect.
(pixels)

Serial Mouse Driver

The Serial Mouse Driver allows a serial mouse to be used with thin clients.
Setting Description
Mouse Type Defines what type of mouse is used.
Serial Port Set this value to the serial port number used for the mouse.

Share Keyboard and Mouse Modules

See Share Keyboard and Mouse Modules on page 552.

The Share Keyboard and Mouse Master module is licensed for each master thin
client. The Share Keyboard and Mouse Follower module is free. Each controller
module can have 1…4 follower units. Future releases expand the number of
replicas that the master can control.

Network Modules Domain Name System Module

The Domain Name System Module allows you to specify a DNS server for a
Terminal without the need to turn on DNS for the entire ThinManager
Server system.

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Second Network Module

The Second Network Module allows you to use the dual network ports on a
Terminal on different networks.

Add the Second Network Module and configure the second port.

The Terminal always boots from the first port; but once booted, it enables the
second port and allows communication on both networks. This is useful for
separating IP camera bandwidth from the process control network,
for example.

Figure 804 - Second Network Module

The settings include these.


Setting Description
IP Method Allows the second port to use DHCP or a static IP.
IP Address (Static Only) Allows the second port to be assigned a static IP address.
NetMask (Static Only) Allows the second port to be assigned a subnet mask.
Router (Static Only) Allows the second port to be assigned a router.

Third Network Module

The Third Network Module allows you to configure a third network port to
connect to a different network than the first network port on Terminals with
three network ports.

These are the Third Network Module parameters.


Parameter Description
IP Method Allows you to choose a static IP or use DHCP.
IP Address (Static Only) Allows you to set a static IP address if Static was the chosen IP method.
NetMask (Static Only) Allows you to set a NetMask if Status was the chosen IP method.
Router (Static Only) Allows you to set a static IP address for a router if Static was the chosen IP method.

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RDP Modules RDP Experience Module

The RDP Experience Module allows a session to add features when connected
to a Windows 2003 Remote Desktop Server with RDP.

These are the RDP Experience Module parameters.


Parameter Description
Allow Desktop If set to Yes, allows a Terminal to show a desktop background.
Background
Show Window Contents If set to Yes, allows a Terminal to show window contents while dragging.
While Dragging
Allow Menu and Window If set to Yes, allows a Terminal to show window and menu animations.
Animation
Allow Themes If set to Yes, allows a Terminal to show a desktop theme.
Allow Font Smoothing If set to Yes, uses the Microsoft font smoothing in the session.
Adds a delay when a Terminal is creating multiple connections to a Remote Desktop Server
Duplicate Server
Connect Delay (seconds) and, normally, displays an error message that the server is busy. Add a delay to possibly
minimize that error message.
Enable Network Level Allows you to turn off NLA (Network Level Authentication) for that Terminal.
Authentication
Use Hardware Scaling If set to Yes, uses the local video hardware for scaling.
When Available

Enable RDP Experience in Windows Group Policy Editor in order to use these
features. See Microsoft documentation for details.

RDP Port Module

The RDP Port Module allows the port that RDP uses to communicate to the
Remote Desktop Server with to be changed from the default 3389.
• Type the new port number for RDP in the RDP Server Port Number
(decimal) field.

RDP Serial Port Redirection Module

The use of serial ports on a thin client presents a paradox: the session runs on a
Remote Desktop Server and not the thin client. If you connect a serial device to
the thin client and reference it in the session, the session looks at the local
serial ports on the server and not the remote serial ports on the Terminal
where the device is attached.

Adding the RDP Serial Port Redirection Module maps the remote ports on the
Terminal to the local ports in the session. If the session references COM Port 1,
it is sent to the Terminal COM Port 1.

The RDP Serial Port Redirection Module has no configuration. Add it to map
the remote COM Ports.

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RDP Session IP Module

The RDP Session IP Module allows a Terminal to use an alias IP address for a
specific Display Client session.

The RDP Session IP module has three settings.


Setting Description
Group Name Specifies the Display Client to use.
Session IP Address The IP address to use as the alias.
Session IP Address for The IP address to use for a backup session if the Display Client is configured to use
Instant Failover Instant Failover.

Smart Card Module

The Smart Card module must be added to use a Smart Card Reader and
Smart Cards.
Network Level Authentication (NLA) must be disabled on the Remote Desktop Servers
to use a smart card as a login device. It can be left enabled if you are using the smart
card to send information to the active session.

Relevance Modules Bluetooth Module

ThinManager supports Bluetooth 4.0 USB adapters as resolvers for Relevance.


A Bluetooth USB adapter can be plugged into a thin client USB port to provide
a Bluetooth beacon that does not require batteries. The Bluetooth module
allows you to configure the USB adapter.

Figure 805 - Bluetooth Module

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The Bluetooth Module has several settings.


Setting Description
Add this module for each device added and assign each device a different number.
Device Number ThinManager sorts out which is which.
Advertising Mode Allows you to set the transmission mode of the USB adapter.
ACP Sets the adapter to transmit in the ACP protocol.
Sets the adapter to transmit in the iBeacon protocol. You must assign a UUID, a major
iBeacon number, and a minor number.
Disabled Stops the transmission from the adapter.
Allows you to choose which naming convention is used to identify the Bluetooth
Advertising Name USB adapter.
ACP-{BD_ADDR} Transmits the Bluetooth address of the USB adapter with the “ACP-“ prefix.
Transmits the Terminal name of the client that hosts the USB adapter with the
ACP-{Terminal Name} “ACP-“ prefix.
BD-Address Transmits the Bluetooth address of the USB adapter.
Terminal Name Transmits the Terminal name of the client that hosts the USB adapter.
Allows you to set a custom advertising name in the Custom Advertising Name (16 char
Custom max) field.
Custom Advertising Name Allows you to set a Custom Advertising Name if Custom is chosen in the Advertising Name
(16 char max) pull-down menu. You are limited to 16 characters.
Advertising Interval Sets the frequency of the Bluetooth signal.
(Milliseconds)
Each iBeacon has a Universally Unique Identifier (UUID). Allows you to associate your
UUID (iBeacon Only) iBeacon to the Terminal if iBeacon was chosen from the Advertising Mode
pull-down menu.
Major Number (0-65535) Allows you to add the iBeacon major number for registration.
(iBeacon Only)
Minor Number (0-65535) Allows you to add the iBeacon minor number for registration.
(iBeacon Only)

iBeacon USB adapters normally have a UUID, a major number, and a minor number
assigned to them. These must be added to the Bluetooth Module in the
appropriate fields.

ThinManager® with Relevance® filters Bluetooth adapters by default and only


shows Bluetooth beacons with the ACP prefix. If you use the BD-Address,
Terminal Name, or Custom advertising names you must turn off the ACP
filter, which is done in the Relevance Settings dialog box.
1. From the ThinManager menu bar, choose Manage>Relevance>Settings.

The Relevance Settings dialog box appears.

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Figure 806 - Relevance Settings Dialog Box

Setting Description
Location Transfer Timeout The amount of time an operator has to allow a session to transfer during a
(seconds) normal Transfer.
Location Transfer The amount of time that a transfer can wait when user selects More Time during
Extension Time (seconds) a transfer.
Bluetooth Device Name
Filter Prefix Allows you to filter Bluetooth beacons by their prefix.
iBeacon GUIDs Lists the registered iBeacon devices.
Check to allow the ThinManager Beacon application on an iPhone to work as a beacon to
identify the location of the ThinManager user. This setting tells the client application (iTMC
Enable iPhone Beacons or aTMC) to look for devices that run ThinManager Beacon, which a free iPhone application
available from the App Store®.
Allow New Resolvers to Check to allow new resolvers to be added. Clear this checkbox to prevent the addition of
be registered new resolvers unless an administrator re-enables this setting.
2. Clear or change the Bluetooth Device Name Prefix if you use the
BD-Address, Terminal Name, or Custom advertising names.

The iTMC application can show the Bluetooth beacons it is receiving.


3. Click Menu in the upper-right corner of the iTMC menu bar.

The Main Menu appears.


4. Click View Bluetooth Beacons to see the Bluetooth beacons.
Figure 807 - Bluetooth Beacons in iTMC Application

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Figure 807 on page 557 shows a beacon using the ACP-{Terminal Name}
advertising name.

iPhone Beacon

To use your iPhone as a beacon, follow these steps.


1. Choose Manage>Relevance>Settings.

The Relevance Settings dialog box appears.


2. Check Enable iPhone Beacons.
3. Launch the ThinManager Beacon app on your iPhone.

The ThinManager Beacon app is available at the App Store. Once the app
is turned on, the iPhone can be used as a beacon.

DigitalPersona UareU Fingerprint Reader

ThinManager supports the DigitalPersona UareU Fingerprint Reader


biometric reader from Crossmatch to add another element of security to a
ThinManager system.

See Fingerprint Reader on page 402 for more details.

Figure 808 - DigitalPersona UareU Fingerprint Reader Module

The DigitalPersona UareU Module has several settings.


Setting Description
Allows you to use the reader with TermSecure, TermMon ActiveX, or as a TermMon
Mode Lookup device.
Data Format Allows you to choose the data format used by the biometric reader.
Show Status Messages Displays activity messages in the upper-right corner of the Terminal.
Allow Manual Logon Can be set to No to require access only through the biometric device.
Prompt for TermSecure Set to Yes to require a password in addition to fingerprint scan.
Password

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RF Ideas pcProx Modules


On the Biometric Device Configuration page of the ThinManager Server Configuration
Wizard, check Support Finger Print Readers to use a fingerprint scanner. Set the data
format here, as well.

ThinManager supports card readers from RF Ideas for use with badges
in TermSecure. There is a serial RF Ideas pcProx Module and a USB RF Ideas
pcProx Module.

Serial RF Ideas pcProx Module

This module is used with the RFIdeas pcProx Enroll Series 81 readers
like RDR-xx81AKx.

Figure 809 - RF Ideas pcProx Module Parameters

These are the parameters.


Parameter Description
Port Choose the port on which the RF Ideas pcProx card reader is installed.
As different cards use different numbers of data bits in their format, this sets the number of
Number of Data Bits data bits to match that used by the card as an identifier. The choices are 26, 37, or Raw.
Use Facility Code Set to Yes to require the addition of the card’s Facility Code to the Card/Badge ID number.
• Yes allows a ThinManager user to log in to a Terminal without a TermSecure ID device.
Allow Manual Login
• No requires TermSecure users to use a TermSecure ID device to log in.
Set to Yes to require a TermSecure user to enter their password for access even if the
Prompt for Password password is configured in ThinManager.
Zero Pad Facility Adds a zero to the number string. This is rarely needed.
Code and ID

USB RF Ideas pcProx USB Module

This module is used with the RDR-6081AKU, RDR-80582AK0, and


RDR-80082AK0 USB RFIdeas pcProx readers.

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Figure 810 - RF Ideas pcProx USB Module

These are the RF Ideas USB pcProx Module parameters.


Parameter Description
Allows you to choose between the RDR-6081AKU, RDR-80582AK0, and RDR-80082AK0 USB
Model pcProx card reader.
• TermSecure Mode allows the card to be used with TermSecure as a login device
Mode • Wedge Mode allows the data to be sent to the session as a character string
• TermMon Mode allows the data to be sent to the TermMon ActiveX
Bits in ID Number As different cards use different numbers of data bits in their format, this sets the number of
(AK0 Only) data bits to match that used by the card as an identifier.
Bits in Facility Code As different cards use different numbers of data bits in their format, this sets the number of
(AK0 Only) data bits of the Facility Code.
Zero Pad Facility Code Adds a leading 0 to the Facility Code if needed.
and ID (AK0 Only)
Allow Manual • Yes allows a ThinManager user to log in to a Terminal without a TermSecure ID device.
TermSecure Login • No requires TermSecure users to use a TermSecure ID device to log in.
Prompt for Set to Yes to require a TermSecure user to enter their password for access even if the
TermSecure Password password is configured in ThinManager.
Expose Card ID to Allows the card data to be sent to the TermMon ActiveX without using it as a ThinManager
TermMon User identifier.
ActiveX Control

To configure a parameter, follow these steps.


1. Highlight the parameter.
2. Change the value.
3. Click Set to apply the new value.
4. Click Done to accept the changes.

Once the Terminal has the module added, it needs to be restarted for the
changes to take effect.
5. Click Finish to close the Terminal Configuration Wizard.
6. Right-click on the Terminal in the ThinManager tree and choose Restart.

RFIdeas pcProx Sonar Module

RF Ideas has a sonar device that can be a pointer to the operator. It becomes
active when a ThinManager User logs on and measures the time for a sonar

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echo. If the user walks away without logging off, the sonar detects the absence
because of the increase in the time interval of the echo.

Figure 811 - RFIdeas pcProx Sonar Module

Parameter Description
Walk-Away
Modifier Allow you to use a key combination to trigger to turn off
Walk-Away the sonar.
Key
Walk-Up
Modifier Allow you to use a key combination to turn on the sonar.
Walk-Up Key

TermMon ActiveX Configuration

This configures the TermMon ActiveX control that collects Terminal


information and can perform Terminal functions.

Normally, the TermMon ActiveX, when registered on a Remote Desktop


Server, allows a Remote Desktop Server session to communicate with its
Terminal and act upon it without the need of the TermMon ActiveX module.
The TermMon ActiveX module can be added to the Terminal configuration to
either deny the default Remote Desktop Server to Terminal access or to allow
access to other sessions and PCs.
Parameter Description
• Yes allows the ActiveX control to function.
Allow ActiveX
Connections • No prevents any ActiveX communication to the Terminal, which includes the default Remote
Desktop Server to Terminal access.
• Yes allows other Remote Desktop Server sessions and PCs to communicate to the Terminal
with the ActiveX functions.
Only Allow Connections
from Session • No restricts communication to that between the Terminal and a session on the Remote
Desktop Server belonging to the Terminal, provided that Allow ActiveX Connections is set
to Yes.

See Registering the Control on page 731 of the ThinManager for Relevance 11.2
User Manual for details.

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USB Flash Drive Module

The USB Flash Drive Module can be used to allow USB flash drives to be used
as TermSecure ID devices.

See Figure on page 545 in Local Storage Modules for details.

Wavetrend Tag Reader (Package 5 Only)


The Wavetrend Tag Reader Module allows a Terminal to use Wavetrend RFID
cards as TermSecure ID cards. This logs in a user through TermSecure when
they approach the Terminal and logs them out when they leave the area. The
distance required to log in and log out isconfigurable in the module.

These are the parameters.


Parameter Description
Specifies which COM Port the reader is attached to as the WaveTrend Tag Reader Module
Port connects to a thin client through the serial port.
Use Vendor Code When set to YES, the vendor code is included as part of the identifier number.
• YES allows a ThinManager User to use the hotkey to initiate logins, or the device.
Allow Manual Login
• NO forces a ThinManager User to use a device to login.
• NO allows the device to login without a password.
Prompt for Password
• YES forces every ThinManager User to enter a password after using the device.
Entry Signal Strength The signal strength required to register the card as in range.
Exit Signal Strength The signal strength required to register the card as out of range.
The number of reads above the Entry Signal Strength reads required to register
Entry Sensitivity as “Entered.”
Exit Sensitivity The number of reads below the Exit Signal Strength required to register as “Exited.”

Screen Saver Modules The use of ThinManager Screen Savers is recommended because they run on
the client. A Microsoft screen saver running in a session can utilize processing
power that could be better applied to another session.

MultiSession Screen Saver Module

The MultiSession Screen Saver Module is a screen saver that allows the
different sessions of a MultiSession client to cycle.

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Figure 812 - MultiSession Screen Saver Module

The MultiSession Screen Saver Module has two modes. It can be set to cycle
through the MultiSession windows when the Terminal is inactive, or it can be
set to return to the main MultiSession screen when the Terminal is inactive.

These are the parameters.


Parameter Description
• Cycle switches between all active sessions on the Terminal.
Mode
• GotoFirstGroup switches the Terminal to the main session when it is inactive.
The number of seconds of inactivity that the Terminal allows before the screen
Start Delay Time in secs saver starts.
Switch Interval in secs
(Cycle mode only) The number of seconds the Terminal displays each session when using the Cycle mode.

Screen Saver Module

Screen Saver Module loads a screen saver on the client. The screen saver runs
when the Terminal is idle to protect the monitor. Since the screen saver runs
on the client, it saves CPU resources on the Remote Desktop Server.

This module has a Disable Time Period function that disables the screen saver
during working hours so that the screen is visible during those hours.

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Figure 813 - Screen Saver Module

The Screen Saver Module configuration includes these parameters.


Parameter Description
Screen Saver The graphic displayed when the screen saver is active.
Wait Time in Minutes The length of time that the Terminal must be idle before the screen saver starts.
The screen saver can be set to be disabled or unavailable during a time block. This can be
Use Disable Time Period used to prevent the screen saver from running during normal business hours.
Disable Start Time (0-23) Sets the start of the disabled time block. 0 is Midnight and 23 is 11:00 p.m.
Disable End Time (0-23) Sets the end of the disabled time block. 0 is Midnight and 23 is 11:00 p.m.
Force Off when Start Hour Set to Yes to turn the screen saver off when the Disable End Time is reached.
is Reached

Sound Modules Many ThinManager-ready thin clients and ThinManager-compatible thin


clients have audio ports for speakers.

The use of sound from a thin client requires several things.


• Hardware with a Line Out/Speaker plug
• Amplified speaker(s)
• Universal Sound Driver Module

1. Plug the speaker(s) into the Line Out plug on the Terminal.
2. Add the module.
3. Connect to the Remote Desktop Server.

Universal Sound Driver

The Universal Sound Driver Module activates ThinManager to send the correct
sound driver for that Terminal. This module can be added to any thin client
that has an audio jack to enable sound.

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Figure 814 - Universal Sound Driver Properties

The Universal Sound Module has several settings.


Setting Description
Audio Bandwidth (ICA Only) Set to Low, Medium, or High bandwidth when using Citrix ICA.
• Enabled allows sound generated within the session to be played through the Terminal.
Sound in Session • Disabled turns off the session sounds, but system sounds are generated during
TermSecure login for audio feedback during the login process.
Set to Enabled to allow Terminal sound effects like TermSecure login sounds on
Terminal Sound Effects the Terminal.
Only Play sound in Turns off the sound in background sessions when using MultiSession.
Foreground Session
Master Volume Level (0-100) Sets the master volume for the Terminal.
Start Sound Volume Level (0- Sets the master volume for the Terminal.
100)
Sound Effects Volume Level Sets the level for sound effects on the Terminal.
(0-100)
Sound Card Number Lets you specify which sound card to use if you have multiple sound cards.
Playback Device Number Lets you choose the playback device output of the sound card.

TermSecure Modules There is a legacy category for TermSecure that was superseded by the
Relevance category.

The modules in the TermSecure list are identical to the modules in the
Relevance list. See Relevance Modules on page 555.

These are the modules.


• Bluetooth Module
• DigitalPersona UareU Fingerprint Reader
• Serial RF Ideas pcProx Module
• USB RF Ideas pcProx USB Module
• RFIdeas pcProx Sonar Module
• TermMon ActiveX Configuration Module
• USB Flash Drive Module

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• USB ID Reader Module


• Wavetrend Tag Reader (Package 5 Only)

Touch Screen ThinManager supports over a dozen serial touch screen controllers and a
universal USB driver. You must add the proper driver for the controller. Some
manufacturers are not consistent and use different controllers for different
product lines.

Serial Drivers
Each serial touch screen has a specific touch driver based on the touch
controller of the monitor. You must add the appropriate driver that matches
the touch controller.
• Arista ARP-16XXXAP-ACP Touch Screen Driver
• CarrollTouch Touch Screen Driver
• Contec Touch Screen Driver (Package 5 only)
• DMC Touch Screen Driver (Package 5 only)
• DMC TSC Series Touch Screen Driver
• Dynapro Touch Screen Driver
• Elographics Touch Screen Driver
• Gunze AHL Touch Screen Driver
• Hampshire TSHARC Touch Screen Driver
• MicroTouch Touch Screen Driver
• Panjit TouchSet Touch Screen Driver
• PenMount Touch Screen Driver
• Ronics Touch Screen Driver (Package 5 only)
• Touch Control Touch Screen Driver
• Touch International IR Touch Screen Driver (Package 5 only)
• USB Touch Screen Driver
• Xycom 33XX Touch Screen Driver (Package 5 only)
• Zytronic Touch Driver
The touch controller is the important component. Many manufacturers make touch
screen monitors, but fewer make the controller. You need the module that matches
the controller.

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Figure 815 - Serial Touch Screen Driver

Some, but not all, touch screen modules have parameters that can be modified,
which may include these.
Parameter Description
Connection
Serial Port Sets the COM port that a serial touch screen is connected to.
Sets the speed used for communication between the Terminal and the touch screen on
Baud Rate some serial touch screens.
Used to specify which monitor in a MultiMonitor scheme uses for the touch screen.
Monitor Number MultiMonitor thin clients with multiple touch screens need a module loaded for each
touch screen used.
Touch Settings
Double Touch Area (pixels) Sets the size of the area that a second touch registers as a double-touch.
Double Touch Time Amount of time between touches that qualifies as a double-touch.
(milliseconds)
A time interval used to prevent a single touch from being registered as
Touch De-Bounce Timeout multiple touches.
Swap XY Coordinates If X and Y are reversed, this setting corrects the orientation.
Hold Down Time When enabled, initiates the Hold Down Action when the touch is held for the configured
(milliseconds) time
Sets the action that a long touch initiates, includes Right-Click and
Hold Down Action OnBoard Keyboard.
Hold Down Area (pixels) Sets the size of the area that a second touch registers as a right-click.
Calibration
Sets the number of calibration points that the calibration program uses during the
Number of Calibration Point calibration process.
Calibration Margin Percentage Sets the distance from the edge of the screen at which calibration points
are displayed.
Allows a function key to be set as a hotkey so that the calibration can be launched from
Calibration Hotkey a keyboard.
Adds CTRL or ALT to the hotkey to launch the calibration from the keyboard,
Calibration Hotkey Modifier if desired.
Calibration Hold Down Time When enabled, launches the calibration program when the screen is touched and held
for the assigned number of seconds. Cannot be used with the Right-Click
(seconds) Hold Time.
Sets an idle time before the calibration to allow you to clean and wash a touch screen.
Clean Time The calibration waits until you are done touching the screen while cleaning.
Calibration (entered Set automatically by machine. These are the values set during the
automatically) calibration process.

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Parameter Description
Miscellaneous
Hide Mouse Cursor Hides the mouse cursor if a mouse is not present.
Orientation (entered Set automatically by machine. Used at the direction of Tech Support in
automatically) error correction.

USB Touch Screen Driver


USB touch screens are easy to use as they use a standardized format. The USB
Touch Screen Driver should work for all USB touch screens.

Figure 816 - USB Touch Screen Module

Some, but not all, touch screen modules have parameters that can be modified,
including these.
Parameter Description
Connection
Used to specify which monitor in a MultiMonitor scheme uses for the touch screen.
Monitor Number MultiMonitor thin clients with multiple touch screens need a module loaded for each
touch screen used.
Touch Settings
Double Touch Area (pixels) Sets the size of the area that a second touch registers as a double-touch.
Double Touch Time Amount of time between touches that qualifies as a double-touch.
(milliseconds)
A time interval used to prevent a single touch from being registered as
Touch De-Bounce Timeout multiple touches.
Swap XY Coordinates If X and Y are reversed, this setting corrects the orientation.
Hold Down Time When enabled, initiates the Hold Down Action when the touch is held for the
(milliseconds) configured time.
Sets the action that a long touch initiates, includes Right-Click and
Hold Down Action OnBoard Keyboard.
Hold Down Area (pixels) Sets the size of the area that a second touch registers as a right-click.
Calibration
Sets the number of calibration points that the calibration program uses during the
Number of Calibration Point calibration process.
Calibration Margin Percentage Sets the distance from the edge of the screen at which calibration points
are displayed.

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Parameter Description
Allows a function key to be set as a hotkey so that the calibration can be launched from
Calibration Hotkey a keyboard.
Adds CTRL or ALT to the hotkey to launch the calibration from the keyboard,
Calibration Hotkey Modifier if desired.
When enabled, launches the calibration program when the screen is touched and held
Calibration Hold Down Time for the assigned number of seconds. Cannot be used with the Right-Click
(seconds) Hold Time.
Sets an idle time before the calibration to allow you to clean and wash a touch screen.
Clean Time
The calibration waits until you are done touching the screen while cleaning.
Calibration (entered Set automatically by machine. These are the values set during the
automatically) calibration process.
Miscellaneous
Hide Mouse Cursor Hides the mouse cursor if a mouse is not present.
Orientation (entered Set automatically by machine. Used at the direction of Tech Support in
automatically) error correction.

The Right Click Hold Time (milliseconds) setting allows you to send a
right-click to the session. Check Tile on right click setting, in the Tile Options
dialog box, to allow a user to switch screens on a touch screen without a
keyboard or mouse.

Figure 817 - Tile Options

The Tile Options dialog box appears when Tiling Options is clicked on the
Terminal Interface Options page of the Terminal Configuration Wizard.

Video Driver Modules The method of downloading video drivers was changed in ThinManager 3.0. In
previous versions, all video drivers were contained in the firmware and were
downloaded at boot. In ThinManager 3.0, the video was split out of the
firmware and each thin client only downloads the video driver that it needs.

One does not need to add the video module to the Terminal, but must only
have the video module installed in ThinManager to make it available. As each
Terminal connects to ThinManager, it downloads the correct module.

These modules are normally installed with ThinManager.

Custom Video Mode Module

ThinManager-ready thin clients are designed for use with traditional


computer monitors. The TermCap lists the standard resolutions for each
Terminal. Some TVs, when used as a monitor, use a different nontraditional
mode line. The Custom Video Mode Module allows a different set of
parameters to be sent to the Terminal with use with the monitor.

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This module is normally not needed and is used under direction of the
ThinManager technical support staff.

Monitor Configuration Module

The Monitor Configuration Module allows the manual configuration of a


monitor. This is generally used at the direction of ThinManager tech support
as most monitors are supported automatically by ThinManager.
Parameter Description
Monitor 1 Connection Type Allows you to choose the connection type of your first monitor.
Monitor 2 Connection Type Allows you to choose the connection type of your second monitor.
Monitor 3 Connection Type Allows you to choose the connection type of your thirde monitor.
Monitor 4 Connection Type Allows you to choose the connection type of your fourth monitor.
Monitor 5 Connection Type Allows you to choose the connection type of your fifth monitor.
Enable TwinView for nVidia Adapters Enables TwinView.

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ThinManager Server Configuration Wizard

The ThinManager Server Configuration Wizard allows the configuration of


global ThinManager settings. It can be launched one of these ways.
• Choose Edit>Modify while the ThinMan icon is highlighted in the
ThinManager tree
• Double-click on the ThinManager icon in the ThinManager tree
• Right-click the ThinMan icon and choose Modify

Introduction Page Figure 818 - ThinManager Server Configuration Wizard

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Unknown Terminals Page Figure 819 - Unknown Terminals

1. Complete the Unknown Terminals page per the following descriptions.


Setting Description
Allow unknown terminals Allows the addition of new Terminals to the ThinManager Server. Clear this checkbox to
to connect prevent replacements and new Terminals.
Authentication Required for Controls replacement authorization.
Replacement
None Allows a Terminal to be added without authentication.
Allows you to set a password so that only authorized personnel can add Terminals to the
ThinManager Password ThinManager Server. Check to enable the password fields and allow the addition of a
password.
Requires that the replacer enter their Windows account on the Terminal as it is being
replaced. ThinManager checks and allows the replacement if the replacer is a member
Windows Account of a Windows Security Group that has the Allow Terminal Replacement
task granted.
Enable Terminal AutoCreate Check to allow the auto-creation of an array of Terminals as described in
Auto-Creation of Terminals.
AutoCreate Mask Base name used in the array of Terminals when using Auto-Creation of Terminals.
Requires authentication from a Windows Group that was granted the Edit Local
Require Authentication to ThinManager Server List function on the ThinManager Security Page in the ThinManager
change local settings Server Configuration Wizard. This applies to mobile devices like iTMC, aTMC, and WinTMC.

These terminal settings allow greater security when thin clients are added or
replaced. Require a password to control who adds Terminals. Use auto-
creation to help with some large deployments.
2. Click Next to continue, Finish to save and close, or Cancel to close and
not save.

The Terminal Replacement page appears, which sets the global setting to
enable replacement of offline Terminals.

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Terminal Replacement Page Figure 820 - Terminal Replacement

Terminals that are turned on cannot be replaced until they are turned off.

1. Complete the Terminal Replacement page per these descriptions.


Setting Description
Gives global permission for Terminals to be replaced. Clear this checkbox to prevent the
appearance of all Terminals in the replacement list when a new Terminal is added, which
makes Create New Terminal the only option. Also, this feature is available for the Group
Enable Replacement and Terminal level on the first page of the wizard. However, if this checkbox is cleared in
the ThinManager Server Configuration Wizard, it has no effect in a Terminal Configuration
Wizard when it is checked.
Allow replacement only with Prevents the replacement of a Terminal with a different model to prevent configuration
changes. For example, only a PXE can replace a PXE, or only an Android can replace an
like model Android.
Normally, a Terminal displays the Create New Terminal option during replacement. Clear
Allow Terminal Creation this checkbox to remove that option and only allow a Terminal replacement, not a new
during replacement configuration.

Clear the checkbox to prevent the appearance of all Terminals in the


replacement list when a new Terminal is added, which makes Create New
Terminal the only option.
2. Click Next to continue, Finish to save and close, or Cancel to close and
not save.

The Historical Logging page appears, which adjusts the Historical Data
setting to determine the length of time logs are maintained.

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Historical Logging Page Figure 821 - Historical Logging

1. Complete the Historical Logging page per these descriptions.


Setting Description
Maintain Historical Log Determines the length of time that the Remote Desktop Server CPU and memory data from the
for X days Remote Desktop Server Graph tab is stored. See Details Pane for an example of the graph.
Maintain Event Log for Determines how long the event log is kept.
X days
Choose events to log Determines which events are stored in the log.
Buttons
Clear History Erases the Historical log.
Clear Event Log Erases the Event log.

By default, Remote Desktop Server events and ThinManager User events are
not collected. Add these as well as other event logs to use as a tool
when troubleshooting.
2. Click the Event Log tab to show the events for the highlighted tree icon.

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SysLog Configuration Page ThinManager Events, which were previously only found within the
ThinManager interface’s Event Logging tab, can now be viewed in SysLog
Servers when using SysLog Compatible Reporting. For example, you can log
events to the Application log of Windows Event Viewer and view the logs there
that have a source of ThinServer. This allows users to view ThinManager
events sorted among other Windows logging events.

The SysLog Configuration option is in the ThinManager Server


Configuration Wizard.

Figure 822 - SysLog Configuration

Setting Description
SysLog Server Address Enter the designated SysLog Server IP Address.
From the pull-down menu, choose the appropriate SysLog protocol used. The options are
SysLog Protocol TCP, TLS encrypted TCP, and UDP.
Click to automatically populate the SysLog Server Port field with the standard port per
Default the selected protocol.
If the SysLog Server Port deviates from the standard, it may be manually entered here.
SysLog Server Port Otherwise, click Default after choosing the SysLog Protocol to automatically populate the
standard port.
By default, events are not configured for SysLog. Therefore, you must choose which
Choose event type events are to appear in SysLog.

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Event Log Tab Figure 823 - Event Log Tab

3. Double-click on an event to view its details in the Event Details


dialog box.
Figure 824 - Event Details

4. Click OK or Cancel to close.


5. Click Next to continue, Finish to save and close, or Cancel to close and
not save.

The System Schedule page appears, allows schedules to be setup for


ThinManager and the ThinManager system.

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System Schedule Page Figure 825 - System Schedule

1. Click Edit Schedule to create a System Schedule to automate backups,


reports, and actions. This serves as a great troubleshooting tool, also.
Button Description
Launches the Event Schedule dialog box.
Edit Schedule See Scheduling on page 617 for details.
2. Click Next to continue, Finish to save and close, or Cancel to close and
not save.

The ThinManager Security Groups page appears, where access to


ThinManager can be assigned to Windows User Groups. Normally,
administrators are the only people who have access to ThinManager
functions. This page allows access to be granted to people so they can
perform specific jobs without being elevated to the administrator role.

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Security Groups Page Figure 826 - ThinManager Security Groups

Setting Description
Windows User Group Shows the group that is being configured.
Field
Shows the ThinManager functions that are available to the Windows group displayed in the
Available Windows User Group dialog box. Double-click these functions to add them to the
Allowed list.
Shows the ThinManager functions that are granted to the Windows group displayed in the
Allowed Windows User Group dialog box. Double-click these functions to remove them from the
Allowed list.
Button
Delete Group Removes the highlighted group in the Windows User Group dialog box.
Add Group Launches the New Window Group dialog box where a new Windows group can be added to the
configuration.

ThinManager allows different levels of access and functionality based on


standard Windows groups. By default, only members of the Windows
Administrator group have the ability to connect to ThinManager and use the
application. The ThinManager Security Groups allows other Windows groups
to be granted privileges in ThinManager.

ThinManager comes with privileges predefined for six groups. Each of these
groups (except Administrators) must be created on the domain controller or in
the Local Users and Groups on the Computer Management console. Members
must be added before they can be used.

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Windows User Group Description


The Microsoft-defined Administrators group is given all privileges by default in
Administrators ThinManager. Double-click a Windows User Group Permission to move it from the
Allowed list to the Available list and deny particular permissions.
Provides full permission to do anything within ThinManager. This includes the power to
log off sessions, kill processes, send messages, restart Terminals, calibrate touch
ThinManager Administrators screens, change Terminal configurations, update firmware, update the TermCap, and
restore configurations. Administrators and members of ThinManager Administrators can
shadow Terminals and interactively control the Terminal session. These privileges
cannot be removed from the Allowed list and are dimmed.
ThinManager Interactive Members of this group can interactively shadow a Terminal.
Shadow Users
Can logoff sessions, kill processes, send messages, restart Terminals, and calibrate
ThinManager touch screens. They cannot change Terminal configurations, update firmware, update
Power Users the TermCap, and restore configurations. ThinManager Power Users can shadow
Terminals from within ThinManager, but they cannot interact with the session.
ThinManager Shadow Users Members of this group can shadow a Terminal, but not interactively.
This is a view-only permission. They cannot log off sessions, kill processes, send
ThinManager Users messages, restart Terminals, or calibrate touch screens. ThinManager Users cannot
shadow a Terminal.
1. Click Add Group in a non-domain ThinManager Server to launch the
New Windows Group dialog box, which allows the configuration of
additional Windows User Groups.
Figure 827 - New Windows User Group

2. Type a Windows Group name in the Enter Windows User Group Name
field of the New Windows Group dialog box and click OK to add the
Windows User Group to the pull-down menu.
This does not create the user group on any servers, it just adds the name of a group
that exists to the list that ThinManager maintains.
3. Click Add Group in a domain ThinManager Server

The Select Security Group dialog box appears, which allows you to add
Active Directory groups and configure their permissions
in ThinManager.

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Figure 828 - New Windows User Group Dialog Box

4. Type a local Windows User Group into the Manual Entry field and
click OK.
Figure 829 - ThinManager Security Groups Page

5. On the ThinManager Security Groups page, choose the group from the
Windows Users Group pull-down menu.
6. Double-click a function in the Available list of the Windows User Group
Permissions section to grant that permission to the group. Members of
the Windows User Group have the selected permissions at their
next login.

Although ThinManager has Windows User Groups preconfigured with


privileges, these groups were not created on the Remote Desktop Servers.
These are merely templates for groups that can be created.

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a. If you need a new Windows group, create the Windows User Group
using standard Microsoft methods.
The ThinServer service may need to be stopped and restarted to load the new
ThinManager Security Group settings.
7. Click Next to continue the ThinManager Server Configuration Wizard,
Finish to save and close, or Cancel to close and not save.

Event Selection Page Figure 830 - Event Selection

ThinManager has event notification. E-mails, SMS Messages, or Windows


messages can be sent by ThinManager to identify changes in the setup,
configuration, or status.

These are the settings for Event Selection page.


Windows Description
User Group
Lists the events that can trigger a message. Choose the desired event and notification type. You
Event Type can choose multiple events.
Check to send an e-mail message when that event occurs. The e-mail must be set up on the next
Email page of the wizard.
Check to send an SMS message when that event occurs. The SMS Messaging system must be
SMS Message defined on the next page of the wizard.
Windows Messages Check to send a message to a Terminal when that event occurs. The Terminal must be defined on
the next page of the wizard.

Information about these events can be useful. The event must be checked to
add the notification.

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The ThinManager Server Stop/Start, Remote Desktop Server Monitor


Connection, and Terminal Monitor Connection events can indicate the failure
of the ThinManager Server, Remote Desktop Server, or Terminal.

It can be useful to share information on configuration changes, firmware,


TermCap, or license installation when management is shared among a group.
1. Send an e-mail to all group members to keep them informed of
all changes.
2. Click Next to continue, Finish to save and close, or Cancel to close and
not save.

Email or Windows Figure 831 - Email or Windows Messaging Recipients Page

Messaging Recipients Page

This page defines which users are notified of event changes from the Event
Selection page.
Windows User Group Description
Fields
ThinManager sends an e-mail message to the addresses in this text box when an event is
E-Mail Addresses chosen on the Event Select page.
ThinManager sends an SMS message to the addresses in this text box when an event is chosen
SMS Recipients on the Event Select page.
ThinManager sends a message to the Terminals in this text box when an event is chosen on
Terminals
the Event Select page.
E-mail Buttons
Click to make the Enter the E-mail address dialog box appear, where you can type an
Add e-mail address.
Delete Click to delete a highlighted e-mail address from the E-mail Addresses list.
Click to make the Email Server Settings dialog box appear, where you can configure the e-mail
Settings settings in the Email Server Settings dialog box.

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Windows User Group Description


SMS (Text Message)
Opens the SMS Message Recipient dialog box to add a phone number to the
Add distribution list.
Delete Deletes a highlighted number from the SMS Recipients list.

Figure 832 - Enter the E-mail Address Window

1. Click Add in the E-mail section.

The Enter the E-mail Address dialog box appears, where you can add an
e-mail address to the notification list.
2. Click OK to accept the setting or click Cancel to close the dialog box and
not save.
3. Click Settings in the E-mail section of the Email or Windows Message
Recipients page.

The Email Server Settings dialog box appears, which allows you to
configure the SMTP mail server.

Figure 833 - E-mail Server Settings Window

SMTP Sever Settings Description


SMTP Server Type the name of the SMTP Server.
SMTP Port Type the number of the SMTP Port.
SMTP Authentication
Type the Username to allow the use of authentication for the connection to the
Username SMTP server.
Type the Password to allow the use of authentication for the connection to the
Password SMTP server.
Check to allow the use of the SSL (Secure Socket Layer) to communicate with the
Use SSL SMTP server.
Email Message Settings
Email Return Address Allows you to configure a sender account for replies.
Email Subject Prefix Allows you to configure a subject line for emails.

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4. Click OK to accept the setting or click Cancel to close without saving.


Figure 834 - SMS Message Recipient

The SMS Message Recipient dialog box allows you to add a phone number to
the SMS distribution list.
Setting Description
Cell Phone Number Type a phone number.
Cell Phone Service Allows you to specify what network the cell phone uses. Each service provider uses a unique
Provider account; so, the correct account is important.
5. Click OK to accept the setting or Cancel to close without saving.
Figure 835 - Select Terminal

The Select Terminal dialog box lists the Terminals configured on the
ThinManager Server.
6. Highlight the desired Terminal and click OK.

Figure 836 shows the Email or Windows Messaging Recipients page populated
with different recipients.

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Figure 836 - Email or Windows Messaging Recipients Page

In Figure 836, the SMTP server was not set up properly and an error message was
displayed as a reminder.
7. Click Next to continue, Finish to save and close, or Cancel to close and
not save.

Database Management Page 1. Navigate to the Database Management page of the ThinManager Server
Configuration Wizard. See ThinManager Server Configuration Wizard
on page 571 for more information on how to open the wizard.

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Figure 837 - Database Management Page

2. Type the new password in the New Database Password and Verify New
Password fields.
3. Click Change Password to commit the changes.

A dialog box confirms the database password change was successful.

Figure 838 - Successful Database Password Change dialog

4. Click OK.

The database password is changed.

User accounts without the Administer ThinManager Servers security role can
change the running database password. However, they are prompted to enter
the current database password. See Figure 839 on page 587.

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Figure 839 - Current Database Password and Integrity Check

IMPORTANT Backups are still unrecoverable if the password is lost.


5. Click Run DB Integrity Check to run an integrity check on the
configuration database.

Contact Technical Support if any errors result from the integrity check.

6. Click Vacuum to compress the running database, which is useful prior to


database exportation or major database change.
7. Click Finish to exit the wizard, or click Next to proceed to the Multicast
Configuration page.

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Figure 840 - Multicast Configuration Page

1. Configure TFTP Settings, if required, based on network infrastructure


for the following properties.
Setting Description
Check to enable firmware delivery via TFTP (Trivial File Transfer Protocol) to terminals. Clear
this checkbox to disable this option and force firmware delivery via HTTPS (Hypertext Transfer
Protocol Secure), which is the default delivery mechanism for ThinManager firmware even if
TFTP is enabled. The ThinManager server uses the HTTPS port that is configured on the HTTPS
Enable TFTP Server Settings page of the ThinManager Server Configuration Wizard, see HTTPS Server
Settings Page on page 591 for more information. If the HTTPS port is not open and allowed
through the firewall, the ThinManager server attempts to deliver the firmware to the terminal
via TFTP if this option is enabled.
Maximum Packet Size Allows the firmware download packet size to be changed, if needed.
Enable Firewall Enables the firewall friendly TFTP to be used to send firmware to the thin client. This setting
Compatible TFTP makes it easier to get through a firewall.
Enable Multicast Check to enable multicast.
Enable Smart Multicast Check to enable Smart Multicast.
Check to tell the switch to keep the packets together instead of breaking them
into fragments. This setting adds the Don’t Fragment header in the network packets used to
Set Don’t deliver firmware to the thin clients. Network hardware, such as switches and routers, will not
Fragment Flag break these packets apart. Checked by default because the thin client cannot rejoin
fragmented packets.
Advanced Click to display the advanced settings.
Set to Defaults Click to return the settings back to the defaults.

You may need to change the settings if there is a conflict with another
multicast server on the network.

Multicast provides the ability for an unlimited number of Terminals to boot


simultaneously from the same data stream. This feature reduces the amount of
network traffic and the load on the ThinManager Server when multiple
Terminals boot concurrently. Multicast is especially useful for low-bandwidth
connections and highly utilized networks.
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Smart Multicast allows the Terminal firmware to be sent directly to the


Terminal while a single Terminal boots. If additional Terminals request the
Terminal firmware at this time, the firmware is multicast so that all Terminals
can receive the firmware from a single data stream. If Smart Multicast is
disabled, the firmware is always sent as a multicast transmission.

Multicast is only available on Terminals with ThinManager Boot Loader


Version 5.0 and later. No local Terminal configuration is needed to
use Multicast.

When a ThinManager error check determines that a Terminal’s multicast


download failed, the firmware download is switched to unicast. The thin client
continues to try to use multicast at each boot, but uses unicast if multicast
continues to fail.

Figure 841 - Advanced Multicast Options

Changing the multicast settings is beneficial if there is a conflict with another


multicast server on the network.
Setting Description
Multicast Settings
Address IP address used for Multicast transmissions.
Port Destination port used for Multicast transmissions.
Maximum number of router hops for Multicast packets. Set to 255 to allow for unlimited
Time-to-Live (TTL) hops.
IGMP Settings Internet Group Management Protocol
Sets the IGMP version for use with
Version multicast-capable routers.
Time-to-Live (TTL) Sets the time-to-live value for IGMP packets.

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2. Click Next to continue, Finish to save and close, or Cancel to close and
not save.

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HTTPS Server Settings Page The HTTPS Server Settings page is used to set the HTTPS port for ThinServer
and API settings. By default, the HTTPS port is enabled and set to Port 8443.
This port is used to deliver some modules after the firmware delivery and is
used to access the API. If set to 0, modules will be delivered via UDP 69 and
UDP 4900 and the API will not be accessible.

To use the API, Enable API Endpoints must be checked. This is in addition to
setting the HTTPS Port to a valid number. API end point documentation is
intended to be accessed via a web browser and can be found at https://
[thinserverhostIP]:[HTTPS port]/api/documentation. For example, to connect
with the default port when ThinServer is installed on the local host, navigate to
https://localhost:8443/api/documentation. The API supports GET, POST, PUT,
and DELETE methods.

For more information on the API, see page [insert page here in Ch. 4
ThinManager® System]

See API on page 57 for more details.

Figure 842 - HTTPS Server Settings Page

Setting Description
HTTPS Port This sets the TCP port which the HTTPS server will run on for access to the API. 
Enabling this settings allows for an entry point to communicate with the HTTPS server. 
Enable API Endpoints Without enabling this setting, the API cannot be utilized.
This setting allows for User API Keys to be generated using the Login API endpoint. The
ThinManager API allows for application keys and user keys to be generated. When
Allow User Login enabled, users can generate their own API key from the login endpoint. API User keys
are inherited from the users group membership role as defined in ThinManager
Security Groups. 
Sets the number of times a user can use an user API key to authenticate a method on an
User Quota (time and unit) endpoint for the specified rolling duration. 
Button
Launches the Manage API Keys wizard which allows for API keys to be created, edited, or
Manage Keys deleted. The Manage Keys wizard will manage both application and user API keys.

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Why Change from Default Settings?

The API for ThinServer is not enabled by default, and must be enabled to
communicate with any of the endpoints. When enabled, only application keys
are enabled without enabling user keys. User keys allow users to self-generate
a key to authenticate their use of the API for the endpoints which their
ThinManager Security Group would allow them to configure.

Figure 843 - Manage API Keys Dialog

Importance of Page: This page allows an administrator to view all user and
application API keys that have been created in the system. User keys will be
named with a Windows username and application keys will be named with a
logical name given by the administrator during creation. The prefix of each key
will be shown to help identify the key but cannot be used alone for
authentication. The full key value is required for endpoint authentication.
Application key values cannot be retrieved after their creation. A key can be
created, modified, or deleted from this page. This page also displays
information such as create date, rolling usage quota, create date, disable date,
and status.
Button Description
Generate New Key Launches a page to create a new application API key.
Enabling this settings allows for an entry point to communicate with the HTTPS server. 
Enable API Endpoints Without enabling this setting, the API cannot be utilized.
After one of the listed API keys is selected press this button to launch the Edit API Key
Edit page, where the permissions, quota, and disable date are modified.
Delete Press to delete the selected PI key.

Why change from default settings?

API Keys are required to access the API endpoints. Users who no longer have
access to the API endpoints can have their key disabled or deleted. Keys which
need a more or less restrictive access to the API can be modified with the
appropriate permissions. 

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Figure 844 - Generate API Key

Importance of Page: API keys provide access for authentication to


communicate with API endpoints. If this page was accessed from the Generate
New Key button, then the Name field appears empty. The full API key is
displayed in the Key field at the bottom of the page if a new API key is
generated.

IMPORTANT This key will not be displayed in its full state again and must be copied
and stored for use.
Fields Description
Enter the name of an application key here. If the page was accessed from the Edit
Name button on the Manage API Keys page, this field is already populated and can be edited
from this window.
Set the date and time to disable the key, which prohibits the connection to any API
Disable at endpoints that occur after the specified value.
(numeric input and rolling time duration) Set the limit for the number of times an API key
Quota can be used to authenticate a method within the specified rolling time frame. Each
endpoint is authenticated every time a method is called from the API.
This list box shows the ThinManager functions available via API endpoint when
Available authenticating with the API key in the Name text field. Double-click the functions to add
them to the Allowed list.
This list box shows the ThinManager functions granted to the API key in the Name text
Allowed field of the page. Double-click these functions to remove them from the list.
Displays the API key required to establish communication with the API for any desired
endpoint. When editing a key, only the key prefix is shown. The key prefix cannot be
Key used to authenticate the API.
Note: When creating a new application key, the key is only displayed in its full state one
time. Therefore, the key must be copied and saved in a safe place for use.

Why Change from Default Settings?

API keys grant access to endpoint methods. Key creation and modification
allow for granular permissions to be distributed to users and applications
utilizing the ThinManager API. Quotas and disable dates, prevent
unauthorized access, and provide a method to revoke access for applications or
users who access ThinManager from the API.

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Shadow Configuration Page Figure 845 - Shadow Configuration Port

By default, the Shadow port in ThinManager is Port 5900. This can be changed
under Shadow Options.
Setting Description
ThinManager uses port 5900 as the default shadow port. Enter a different port number
Shadow Port into the Shadow Port field to change the port used if it is in conflict with another
process’s use of the port.

ThinManager uses the same port as VNC. If VNC is installed on a WinTMC PC,
then there could be a conflict between shadow services. If this happens, the
port can be changed in ThinManager.
1. Click Finish to accept changes or select Cancel to close without
making changes.

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Biometric Device Figure 846 - Biometric Device Configuration

Configuration Page

1. Navigate to the Biometric Device Configuration page and select the


properties, as required, as described here.
Setting Description
Support Finger Print Readers Enables the use of readers.
From the pull-down menu, choose the data format you plan to use. There are two
Fingerprint storage format formats: ISO_19794_2_2005 and ANSI_378_2004.
False Match Probability Sets the sensitivity of the read. 1/100 is less sensitive than 1/1,000,000.
2. Click Finish to accept the changes.

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Docker Server Settings Page The Docker Server Settings page of the wizard is where the user can set the
range of ports used for containers. Each connection to a container uses its own
unique RDP port.

Figure 847 - Docker Server Settings Page

If Use Default Port Settings is checked, containers use port 3390 and
increment by one per connection. If the checkbox is cleared, the user can input
custom port numbers.

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Chapter 14

MultiMonitor

The MultiMonitor method uses specific ThinManager-ready thin clients that


have multiple video ports built into the hardware. Beginning with
ThinManager version 11.1, the number of monitors is dependent on available
video ports on a thin client. These monitors can be configured to merge into an
expanded desktop, called “spanned” by ThinManager; or can display individual
desktops, called “screened” by ThinManager; or combinations of “spanned”
and “screened” sessions.

WinTMC supports MultiMonitor sessions on PCs that run Windows on


multiple desktops.

MultiMonitor is configured in the Terminal Configuration Wizard or the


Group Configuration Wizard.

Figure 848 - Terminal Hardware

1. On the Terminal Hardware page of the Terminal Configuration Wizard,


choose a MultiMonitor-capable thin client to initiate
MultiMonitor configuration.

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Figure 849 - MultiMonitor – Enable MultiMonitors

MultiMonitor requires the use of Display Clients.


2. On the Terminal Mode Selection page, check Use Display Clients to
make the Enable MultiMonitor terminal mode available.
3. Click Next until the MultiMonitor Layout page appears.

MultiMonitor Layout Page The MultiMonitor configuration process changed in ThinManager 11.1.

Figure 850 - Monitor Layout

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The default setting shows two monitors. You can add more as needed.
Setting Description
Add Launches the Monitor Properties dialog box and adds a new monitor.
Delete Deletes a highlighted monitor.
Opens the Monitor Properties dialog box of a highlighted monitor, where the resolution can
Edit be changed.
Centers the monitors in the configuration wizard. Also, you can use the scroll wheel of the mouse to
Reset Scale zoom in and out.
Choose Layout Allows you to select from layout templates. Otherwise, you can drag monitors to a location.

The monitor resolution is set in the Monitor Properties.


1. Click Add.

The Monitor Properties dialog box appears, where the monitor


resolution is set when you create another monitor.

Figure 851 - Monitor Properties

Setting Description
Resolution Choose the desired video resolution for the monitor from the pull-down menu.
Choose the clockwise rotation, in degrees, for a monitor from the pull-down menu. Use when the
Rotation monitor is in vertical, portrait mode versus horizontal, landscape mode.
Refresh Rate Choose the refresh rate for the monitor from the pull-down menu.
2. Click OK to return to the Monitor Layout page.

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Figure 852 - Monitor Layout Page

Once the necessary monitors are added, drag them to move them.

Figure 853 - Monitor Layout - Rearranged

The Screen Layout page of the Terminal Configuration Wizard allows you to
logically segment the monitors. Each letter represents a unique group of
monitors. Sessions on monitors that share the same letter are called “Spanned”
sessions and logically act like a single monitor. Sessions on monitors that have
a unique letter are called “Screened” sessions, and the session appears on the
specified monitor only.

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Spanned monitors must form a rectangular shape and have the


same resolution.

All monitors start as Screen A.

Figure 854 - Monitor Layout – Screen Letters Assigned

3. Choose the screen letter from the Screen pull-down menu to change a
monitor letter designation, and then click a monitor icon, which applies
the monitor letter to the screen.

Monitors can share a desktop if they have the same letter designation. They
must be the same resolution and form a rectangle; they cannot be askew.
4. Click Edit Properties.

The Screen Options dialog box appears, where you can configure
monitor properties.

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Figure 855 - Screen Options Dialog Box

The Reset Scale button on the Monitor Layout page makes monitor
configuration easier to see once in order.
Setting Description
Sets which monitor has the mouse focus on boot and displays the Relevance
Main Monitor Main Menu.
Allow Display Clients to move Allows you to move Display Clients from monitor to monitor because it lets
to/from screen you open the Display Client in a different monitor.
Show Display Client Selector Makes the Group Selector pull-down menu available.
Selector Options Makes the Display Client Selector Options dialog box appear.
Check to hide the Group Selector pull-down menu. Clear the checkbox to
Auto-hide Selector display the Group Selector.
Tile on Selector Activation If selected, tiles the sessions when an auto-hide selector is activated.
Select Menu Size Allows you to change the size of the Group Selector.
Shows all Display Clients assigned to a monitor in a tiled mode, if selected.
Enable Tiling Select one tile to display it on the full monitor.
Tiling Options Opens the Tile Options dialog box that configures tile options.
Show Grid Displays grid lines when it is tiled.
Sets the time before the monitor reverts to tiled mode when a single screen
Tile Activity Time (secs) is displayed.
Configures the monitor to show the display clients in tiled mode
Tile Display Clients at start up at startup.
Adds a tile with the Main Menu in it, which is handy for terminals with
Include Main Menu as tile touch screens.
Changes the behavior of the mouse. Instead of a switch from tiled mode to a
Tile Interactive single display client, it allows the user to click in the tiled session and use the
session in the tiled mode.
Screen Specific Mouse Button Mapping Allows you to assign actions to mouse buttons.

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Setting Description
Opens the Mouse Button Mapping dialog box, where each mouse button can
be configured with one of these actions.(1)
• Calibrate Touch Screen
• Tile
• Swap
• Full Screen
• Go to next display client
• Go to previous display client
Mouse Button Mapping • Log on ThinManager user
• Main Menu
• Left Mouse Button
• Right Mouse Button
• Middle Mouse Button
• Scroll Up
• Scroll Down
• Virtual Keyboard
• Disable Button
Apply the Microsoft Extended Desktop to a spanned set of monitors.
With the Microsoft Extended Desktop, an expanded application stops at the
Use Microsoft Extended Desktop monitor boundary as it does in Windows.
Without the Microsoft Extended Desktop, an expanded application fills the
entire desktop.
Main Desktop Monitor Sets which monitor of a spanned set is the primary desktop.
Applies to MultiStation, a feature where a MultiMonitor thin client can support
several users by adding multiple keyboards and mice. It is turned on by
MultiStation Options selecting the selecting the Enable MultiStation checkbox on the Terminal
Mode Selection page of the Terminal Configuration Wizard.
Station has a keyboard Use this checkbox if you are using a keyboard with MultiStation.
Station has a mouse Use this checkbox if you are using a mouse with MultiStation.
Allows you to switch between display clients by moving the mouse to either
Screen Edge Display Client Selection
edge of the monitor.
(1) Touch Screen Modules have a Hold Time that can convert a long touch to a right-click. Use the Mouse Button Mapping feature to
apply any of these actions to the long hold.

The desktop of a spanned session is limited to 4096 x 2048 in Server 2008 R2 and
earlier. The resolution of a Server 2012 is 8196 x 8196. The Use Session Size Limits
pull-down menu on the MultiMonitor Video Setting page allows you to change to this
higher resolution.
The selection of monitor resolution on the MultiMonitor Video Settings page can affect
the number of monitors that you can add to a spanned session.
5. Click Next to continue.

The Display Client Selection page of the Terminal Configuration Wizard


appears, where Display Clients are assigned to the screens.

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MultiMonitor Display Client Figure 856 - Display Client Selection

Selection Page

1. From the Screen pull-down menu, choose the screen.


2. Highlight a display client in Available Display Clients list and use the
right-facing arrow to move it to the Screen list on the right side of the
dialog box.
Figure 857 - Change Screen Letter

3. In the Screen pull-down menu, change the screen letter to choose a


different screen to which to apply the display client. The icon of the
screen changes color to show which screen is being edited.

Multiple display clients can be added to each screen.

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4. Click Override.

The Override Settings dialog box appears, where you can apply
customized settings to the display client.

Override Function By default, Microsoft restricts each user to a single session on a serve. Keep
this setting to prevent conflicts. If it is disabled, then a user creates multiple
sessions, which consumes licenses and resources, which makes it more
difficult to connect to the proper session.

Figure 858 - Limit Number of Sessions

MultiMonitor has an Override function that allows Display Clients on a


MultiMonitor thin client to log in with different user accounts or video
resolutions. This prevents conflicts between monitors over a single session.

This could be necessary to run duplicate copies of a program on the same


thin client.

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Figure 859 - Remote Desktop Server Users

In reality, a user can log in to a Remote Desktop Server multiple times as long
as they are running different applications. Each Username/Application needs
to be unique.

It is common to want to run the same application twice on MultiMonitor


displays. Typically, that presents a problem. However, the Override function
solves this issue.

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Figure 860 - Override Button

1. Highlight a Display Client assigned to the MultiMonitor thin client on


the Display Client Selection page.
2. Click Override.

The Override Settings dialog box appears.

Figure 861 - Override Settings

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Chapter 14 MultiMonitor

3. Click Override to activate the respective override setting and


allow customization.
Setting Description
Display Name Allows the display client to show a different name than the one originally listed.
Windows Login Settings Allows different credentials to be used for the display client.
AppLink Command Line Allows different command line parameters to be applied to the program.
Video Settings Allows the resolution of the display client to be changed from the monitor setting.

When multiple user accounts are used on a Terminal, it does not affect the “Per
Device” TS/RDS CAL count, but it requires more “Per User” TS/RDS CALs.
Figure 862 - Display Client Selection

Figure 862 shows the Override button and the Plus icon for a Display Client
with its properties overridden.
4. Repeat for any display client that requires a different user account.

Share Keyboard and The Share Keyboard and Mouse module allows several ThinManager-ready
Mouse Module thin clients to be controlled with a single keyboard and mouse without the
need of a KVM (Keyboard/Video/Mouse) switch.

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Figure 863 - Share Keyboard and Mouse Layout

The Share Keyboard and Mouse module can be used by placing several
monitors connected to ThinManager-ready thin clients side-by-side or top-to-
bottom. The Share Keyboard and Mouse Master module is loaded on the center
thin client. This module is configured by adding the IP addresses of the
secondary follower thin clients. The other Terminals receive the Share
Keyboard and Mouse follower module.

Place three Terminals and their monitors side-by-side.

Master Thin Client Configuration

One thin client needs to be configured as the Master. It is the dominant


Terminal whose keyboard and mouse are used to control the
grouped Terminals.
1. Double-click the center Terminal in the ThinManager tree.

The Terminal Configuration Wizard appears.


2. Click Next until the Module Selection page appears.
3. Click Add.

The Attach Module to Terminal dialog box appears.


4. Highlight Share Keyboard and Mouse Master Module and click OK.

The module appears in the Installed Modules list of the Module


Selection page.
5. Highlight Share Keyboard and Mouse Master Module and
click Configure.

The Module Properties dialog box appears.

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Figure 864 - Share Keyboard and Mouse Master Module

The Share Keyboard and Mouse Master module has a few settings.
Setting Description
Left Terminal IP Address Enter the IP address of the left Terminal, if present.
Right Terminal IP Address Enter the IP address of the right Terminal, if present.
Top Terminal IP Address Enter the IP address of the top Terminal, if present.
Bottom Terminal IP Address Enter the IP address of the bottom Terminal, if present.
Controls whether the master Terminal is allowed to be controlled by a
Allow Interactive Shadow of Master remote user.
6. Click Done.
7. Restart the ThinManager-ready thin client to apply the changes.

Replica Thin Client Configuration

The other Terminals in the group need the Replica module.


1. Double-click each Terminal in the ThinManager tree.

The Terminal Configuration Wizard appears.


2. Click Next until the Module Selection page appears.
3. Click Add.

The Attach Module to Terminal dialog box appears.


4. Highlight Share Keyboard and Mouse Follower Module and click OK.

The module appears in the Installed Modules list of the Module


Selection page.
5. Highlight Share Keyboard and Mouse Follower Module and
click Configure.

The Module Properties dialog box appears.

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Figure 865 - Share Keyboard and Mouse Follower Module Properties

The Share Keyboard and Mouse Follower Module Properties dialog box has one
parameter that allows the replicas to point to a master.
Setting Description
Set to ANY, then this Terminal can be added to several master Terminals and controlled from any.
Master IP Address To prevent confusion, a single master Terminal can be defined in the field.
6. Click Done.
7. Restart the ThinManager-ready thin client to apply the changes.

Once the ThinManager-enabled thin clients are booted, the mouse on the
master thin client can be moved seamlessly into the other desktops. The
keyboard is active in the screen on which the mouse pointer is present.

This allows an operator to have control of several displays with only one
keyboard and mouse. The mouse movement is seamless, allowing access to
displays without switching.
A Controller Share Keyboard and Mouse session cannot be interactively shadowed in
ThinManager unless that parameter is activated.

The keyboards and mice for the follower thin clients can be left attached, but
stowed away until a multi-user configuration is needed.

Share Keyboard and Mouse with MultiMonitor

The Share Keyboard and Mouse module became less popular as MultiMonitor
hardware was introduced. It is easier to use a single MultiMonitor thin client
to show multiple displays than to use several thin clients and the Share
Keyboard and Mouse module. However, the module regained popularity when
using it to tie multiple MultiMonitor thin clients to set up a control
room environment.

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Figure 866 - MultiMonitor with Share Keyboard and Mouse

The configuration of the Controller and Follower Share Keyboard and Mouse
modules are the same with MultiMonitor thin clients as they are with single
monitor thin clients.

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Chapter 15

Reports

ThinManager has the ability to run reports, show data, and collect data on the
ThinManager system. These reports can show the event log, configurations,
uptimes, and other data.

A Report tab on the Details pane shows a report for a highlighted ThinManager
Server, Terminal, Terminal group, Remote Desktop Server, TermSecure user,
or ThinManager User group.

Reports can be scheduled to be run and saved as *.html or *.CSV files for
storage or further analysis.

Select Reports The reports are displayed on a Report tab in ThinManager.


1. Choose View>Select Reports from the ThinManager menu.

The Select Reports dialog box appears, which allows the selection of which
report to display.

Figure 867 - Select Reports

The Select Reports dialog box has four fields that determine which report is
displayed on the report tab.
Setting Description
Choose the report to display on the Report tab when the ThinManager Server
System Report is highlighted.

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Setting Description
Choose the report to display on the Report tab when a Terminal or Terminal group is
Terminal Report highlighted.
Choose the report to display on the Report tab when a Remote Desktop Server
Remote Desktop Server Report is highlighted.
Choose the report to display on the Report tab when a ThinManager User or
ThinManager User Report ThinManager User Group is highlighted.
2. Use the pull-down list to select the desired reports.

Report Tab The reports chosen in the Select Reports dialog box are displayed on the Report
tab in ThinManager.

Figure 868 - Report Tab

3. Highlight the desired ThinManager Server, Terminal, Terminal group,


Remote Desktop Server, or ThinManager user, then click the Report tab
to display the report.

Print Report 1. Choose one of the following methods to start the process to print
a report.
a. Click the Report tab and choose View>Print from the
ThinManager menu.
b.Right-click on the report inside of the Details pane.

The Print dialog box appears with all the printers defined on the
ThinManager Server.

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Figure 869 - Print Dialog Box

2. Highlight the desired printer and click Print to print the report.

Report Template Installation ThinManager installs a number of reports into the ThinManager folder at
installation. The default location is C:\Program Files\Automation Control
Products\ThinManager\ReportTemplates.

New Reports are added to service packs and new releases. Additional report
templates can be downloaded from http://downloads.thinmanager.com/ as they
become available.
1. Choose Install>Reports from the ThinManager menu to install
new reports.

The Reports dialog box appears.

Figure 870 - Reports

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Chapter 15 Reports

2. Click one of the following radio buttons.


Setting Description
Report Templates Click to browse for *.html files.
SQL Files Click to browse for *.sql files.
Images, Finished Reports, etc. Click to browse for assorted files.
3. Click Install.
Figure 871 - File Browser

Each report has an *.html or *.CSV component and an *.sql component.


4. Click the Report Templates radio button, browse to the new *.html file,
and click Open to install.
5. Click the SQL Files radio button, browse to the new *.sql file, and click
Open to install.

Once these two components are added, the report is available.

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Chapter 16

Scheduling

Reports can be scheduled to run once at a specified time or regularly at a


specific time. The reports are saved as *.html files for storage or
further analysis.

Scheduling is available for more than to run reports. Schedules can be created
for these items.
• The System in the ThinManager Server Configuration Wizard
• Terminals in the Terminal Configuration Wizard
• Remote Desktop Servers in the Remote Desktop Server
Configuration Wizard
• TermSecure Users in the ThinManager User Configuration Wizard

System Scheduling Reports are scheduled on the ThinManager Server Configuration Wizard.
of Reports Follow these steps to schedule report generation.
1. Right-click on the ThinManager Server icon and choose Modify.

The ThinManager Server Configuration Wizard appears.

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Chapter 16 Scheduling

Figure 872 - ThinManager Server Configuration Wizard – System Schedule

2. Click Next until the System Schedule page appears.


3. Click Edit Schedule.

The Event Schedule dialog box appears.

Figure 873 - Event Schedule

4. Click Add.

The Schedule dialog box appears, which allows system


events configuration.

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Figure 874 - Schedule Window

Setting Description
Event Type Choose the event.
Backup Biometric Database Choose to schedule automatic backup of the biometric (fingerprint) data, which is kept
in a separate database.
Backup Configuration Allows an automatic schedule of the configuration database.
Database
Run Report Allows you to run a report and save it as an *.html file on a regular basis.
Report Template File Allows you to select the type of report and whether to save it as *.html or *.CSV.
Report Output File Applies the naming convention to the saved reports.
Check to save the file to the ThinManager folder with the report name and a time stamp
as its title.
Auto Generate Filename
Clear the checkbox to type a desired filename, which must end in .html or *.CSV,
depending on the template.
Repeat Interval Sets the frequency of report generation.
Sets the time of report generation and changes based on the Report Interval. The Time
Time field can allow dates, days, hours, or intervals to be set for the report.

There are a few changes that allow the filename to be modified with a
timestamp for identification purposes. If you do not use a timestamp, the file
is overwritten each time the report is run.
• %c – Adds date and time
• %h – adds hour (0-24)
• %M – adds minute (0-59)
• %x – adds date
• %X – adds time
5. Once the report is configured, click OK to accept the report schedule.

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Chapter 16 Scheduling

Figure 875 - Event Schedule

The scheduled report is displayed in the Event Schedule dialog box.


Setting Description
Add Adds another report schedule.
Edit Edits the schedule of a highlighted report.
Delete Deletes the schedule of a highlighted report.
OK Accepts the schedules and closes the dialog box.

When a report is run, the files are saved to be viewed.

Figure 876 - Saved Reports

Once the report is run, it can be opened in a web browser if it is in *.HTML


format or in a spreadsheet application if in*.CSV format.

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Figure 877 - Report Shown in Browser

Once the report is generated the data can be saved or reformatted, as desired,
using standard HTML tools.

Schedule Configuration It is a good idea to back up your ThinManager configuration before you make
Backups any major changes. You can use the Scheduler to do this automatically.

To schedule report generation, follow these instructions.


1. Right-click the ThinManager Server and choose File>Modify.

The ThinManager Server Configuration Wizard appears.


2. Click Next until the System Schedule page appears.

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Chapter 16 Scheduling

Figure 878 - System Schedule Page

3. Click Edit Schedule.

The Event Schedule dialog box appears.

Figure 879 - Event Schedule

4. Click Add.

The Schedule dialog box appears, which allows system events, like
configuration backups, to be created.

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Chapter 16 Scheduling

Figure 880 - Schedule Dialog Box

Create a system event based on these settings.


Setting Description
Event Type Choose Backup Configuration Database from the pull-down menu.
Repeat Interval Click Weekly/Daily.
Weekly Schedule Check a day.
Time Choose a time.
5. Click OK to accept the changes.

A weekly backup allows you to have a current configuration available in case


you need one.

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Notes:

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Chapter 17

TermMon ActiveX

ActiveX can be used to monitor and provide useful information about


client hardware. TermMon (Terminal Monitoring) ActiveX can be embedded
into an application that runs on the Remote Desktop Server. When a Terminal
starts a session on the server and launches the application with TermMon
ActiveX, ActiveX creates a socket connection to the Terminal and the session.
ActiveX is able to pull data from the Terminal into the application using the
events, methods, and properties that are provided by TermMon.

TermMon Active X is commonly used by customers that have Automation HMI


products. With this ActiveX, customers can get information about the
Terminal, sessions that are running, users that are logged on, and the current
Location for Relevance applications. You can create tags for the data and
populate them with data from the client via the ActiveX.

There are also methods to control the current Display Client, logged on Users,
IP Cameras overlays, and many others.

For Location Services, the main use case is for Location. Once a mobile device
resolves to a Location, a string property is available that has the path and name
of the current Location. If you have nested Locations, it provides this
information in a path form, such as
“ParentLocation\ChildLocation\ChildLocation”. This can be a very versatile
item for customers that are using HMIs and want to control access to pages,
security, and other things based on the Location.

One other Location Services feature in the ActiveX is the ability to trigger an
Operator to scan a code through the application. This can be used to provide an
extra layer of safety and security to an application. It can be tied to any
operation in the HMI.

For example, the feature could be added to a button to run a pump. Prior to the
command to run, an event can be triggered that prompts the Operator to scan
a code. The operator then scans a QR Code, which returns a result to the HMI.
Then, the code on the button determines if it can provide the command to run
the pump based on whether it received the expected information from the
Location via the ActiveX.

The ActiveX also contains properties that allow you to Logon or Logoff (Enter
or Exit) of a Location via ActiveX. This tells the session which Location to log in
to by passing a string to the appropriate ActiveX property. The Logoff item is
the same as the Leave button that is part of the iTMC application.

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Chapter 17 TermMon ActiveX

Register the Control The TermMon ActiveX Control can be found on the ThinManager CD as
termmon.ocx. Also, it is available in the Download section
of www.thinmanager.com.

The Control must be registered before it can be used. Copy the file
termmon.ocx to the computer where you want to use it. Register the OCX by
executing regsvr32 <path\termmon.ocx>.

Read-only Properties The following properties are read-only strings. An event is generated any time
one of these properties changes. The Enable method must be invoked prior to
reading these properties.
Property Description
TerminalName Name of the Terminal.
TerminalModel Terminal model number.
TerminalIP Terminal IP address.
TerminalMAC Terminal MAC address.
TerminalBootLoaderVersion Terminal network boot loader version.
TerminalFirmwareVersion Firmware version that the Terminal runs.
TerminalWindowsUsername Windows Username that is specified in the Terminal’s ThinManager configuration.
TermSecure username of the TermSecure user currently logged on to the Terminal. If
TermSecureUsername no TermSecure user is logged on, this value is blank.
Windows Username associated with a TermSecure user and all TermSecure user
TermSecureWindowsUsername sessions. If no TermSecure user is logged on, this value is blank.
TerminalServerGroupList A comma-separated list of Display Clients currently run on the Terminal.
ConnectionState The Control’s connection state with the Terminal.
CurrentTerminalServerGroup The Display Client that is currently displayed on the Terminal.
Windows Username of the session where the Control has been executed. This property
CurrentWindowsUsername is not available when the RunInSession property is set to False.
Name of the Remote Desktop Server where the Control runs. This property is not
TerminalServerName available when the RunInSession property is set to False.
Identifier associated with a TermSecure user; for example, the number of a security
badge used by a TermSecure user when the badge is scanned. Use of this property
UserID may require the “Expose ID” setting to be enabled in the appropriate ThinManager
module, such as RFIdeas pcProx USB Module.
RelevanceLocationName The complete path and name of the current Location.
ScanResult Contains the result of the Command Method Scan Code commands.
Contains the raw data returned from a biometric scan. The format of this data is
BiometricData determined by the Biometric module as configured on the Terminal.
Contains the result of the ScanBiometricAndQueryUser command.
• TermMonConst.Success – The lookup was successful.
• TermMonConst.Timeout - The request timed out.
BiometricLookupResult
• TermMonConst.Busy - The Control is busy with another request.
• TermMonConst.UserNotFound - The scan did not match an enrolled user.
• TermMonConst.Fail - The operation failed.
Contains the TermSecure username when the result of the
BiometricLookupUsername ScanBiometricAndQueryUser command is successful.

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Chapter 17 TermMon ActiveX

Read-Write Properties These properties can be set by the application.


Property Description
When the RunInSession property is set to True, the Control runs in the Terminal’s
RunInSession Remote Desktop Services session. The Terminal IP Address is determined
automatically by the control.
If the RunInSession property is set to False, the OverrideIP property specifies the IP
OverrideIP
Address of the Terminal to which the Control connects.(1)
The number of seconds before the watchdog resets the Terminal session. Once this
property is set to a non-zero value, the property must be updated before the
WatchdogTime watchdog time reaches zero. To disable the watchdog, set this property to zero. The
watchdog is disabled by default.(2)
For MultiMonitor configurations, this is the active screen number. A value of zero
(default) will set the active screen to the screen the mouse pointer is on when a
ActiveScreen method or command is executed. A non-zero value will set the Active Screen to the
screen number specified. All methods and commands will be executed on the
specified screen.
(1) To use the OverrideIP property, the TermMon ActiveX Control Configuration Module must be added to the Terminal configuration in
ThinManager. In the module configuration, Allow ActiveX Connections must be set to YES, and Only Allow Connections from Session
must be set to NO.
(2) The Enable Method does not need to be called for watchdog operation. Watchdog operation is independent of the Enable and
Disable Methods.

Events When a property value changes, an event is generated by the Control. When an
Event occurs, the event code can be used to determine the property that
changed. The Enable method must be invoked in order to receive events
(except for WatchdogTime). The event code is provided by the Control
as follows.
• TermMonEvent.TerminalName
• TermMonEvent.TerminalModel
• TermMonEvent.TerminalIP
• TermMonEvent.TerminalMAC
• TermMonEvent.TerminalBootLoaderVersion
• TermMonEvent.TerminalFirmwareVersion
• TermMonEvent.TerminalWindowsUsername
• TermMonEvent.TermSecureUsername
• TermMonEvent.TermSecureWindowsUsername
• TermMonEvent.TerminalServerGroupList
• TermMonEvent.ConnectionState
• TermMonEvent.CurrentTerminalServerGroup
• TermMonEvent.CurrentWindowsUsername
• TermMonEvent.TerminalServerName
• TermMonEvent.WatchdogTime
• TermMonEvent.RelevanceLocationName
• TermMonEvent.ScanResult
• TermMonEvent.BiometricData
• TermMonEvent.BiometricLookupResult
• TermMonEvent.BiometricLookupUsername

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Chapter 17 TermMon ActiveX

Methods
Method Description
Invoke this method to enable the Control. The Control attempts to connect to the
Enable Terminal and generates events to update the Control Properties. The Control
maintains a connection to the Terminal as long as it is enabled.
Invoke this method, which causes the Control to break the connection with the
Disable Terminal. Events are generated to clear the Control Properties.
The Command method can be used to send Terminal action commands. The
Command method requires one parameter, which is the Terminal command, to
Command be performed. The Enable method must be invoked before these commands
can be executed (aside for noted exceptions). The supported commands follow.
Reboot Initiates a Terminal reboot.
Restart Initiates a Terminal restart.
Calibrate Initiates a touch screen calibration.
GotoMainMenu Causes the Main Menu to be displayed.
SwitchToNextGroup Switches to the next Display Client.
SwitchToPrevGroup Switches to the previous Display Client.
SwitchInstFailover Switches the instant failover group.
Disconnectes any current TermSecure user sessions, and then displays the
ChangeTermSecureUser TermSecure Log On menu.
LogOffAndChangeTermSecureUser Logs off any current TermSecure user sessions, and then displays the
TermSecure Log On menu.
Logs off any current TermSecure user sessions and returns to a Display Client,
LogOffTermSecureUser which is assigned to the Terminal. If no Display Clients are configured on the
Terminal, the TermSecure Log On menu is displayed.
Disconnects any current TermSecure user sessions and returns to a Display
DisconnectTermSecureUser Client, which is assigned to the Terminal. If no Display Clients are configured on
the Terminal, the TermSecure Log On menu is displayed.
Disconnects the Remote Desktop Services Session on the Terminal. This
DisconnectSession command does not require that the Enable Method is invoked prior to execution.
Logs off the Remote Desktop Services Session on the Terminal. This command
LogOffSession does not require that the Enable Method is invoked prior to execution.
TileStart Tiles the Display Clients on the current Screen.
TileEnd Untiles the Display Clients on the current Screen.
Prompts the user to scan a QR Code or Barcode. After the scan is complete, the
ScanCodeReturnData scan data is returned in the ScanResult property.
Prompts the user to scan a QR Code or Barcode. After the scan is complete, the
ScanCodeAndQueryLocation location path and name is returned in the ScanResult property.
Sends the next Biometric scan to ThinServer and returns the associated
TermSecure Username. The result of the operation is returned in the
ScanBiometricAndQueryUser BiometricLookupResult property. Upon a successful result, the TermSecure
username is returned in the BiometricLookupUsername property.
Sends an event expression as a string type parameter to ThinServer. Once
SendGenericEvent received by ThinServer, a ThinManager Event with an expression matching the
generic event executes the configured ThinManager Event Action.

The Command Method constants are provided by the Control as follows.


• TermMonCommand.Reboot
• TermMonCommand.Restart
• TermMonCommand.Calibrate
• TermMonCommand.GotoMainMenu
• TermMonCommand.SwitchToNextGroup
• TermMonCommand.SwitchToPrevGroup
• TermMonCommand.SwitchInstFailover
• TermMonCommand.ChangeTermSecureUser
• TermMonCommand.LogOffAndChangeTermSecureUser
• TermMonCommand.LogOffTermSecureUser
• TermMonCommand.DisconnectTermSecureUser

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Chapter 17 TermMon ActiveX

• TermMonCommand.DisconnectSession
• TermMonCommand.LogOffSession
• TermMonCommand.TileStart
• TermMonCommand.TileEnd
• TermMonCommand.ScanCodeReturnData
• TermMonCommand.ScanCodeAndQueryLocation
• TermMonCommand.ScanBiometricAndQueryUser
• TermMonCommand.SendGenericEvent
Method Description
Can be used to change the Display Client currently displayed on the Terminal.
ChangeTerminalServerGroup This method requires one parameter which is the name of the Display Client
that the Terminal should switch to.
Can be used to query the access rights of a TermSecure user. This method
requires two parameters. The first parameter is the name of the user. The
TermSecureCheckAccess second parameter is the name of the Access Group. This method returns the
result of the query as follows.
TermMonConst.Timeout The request timed out.
TermMonConst.Busy The Control is busy with another request.
TermMonConst.InvalidMember User is not a member of the specified TermSecure Access Group.
TermMonConst.ValidMember User is a member of the specified TermSecure Access Group.
TermMonConst.UserNotFound The TermSecure Username was not found.
TermMonConst.GroupNotFound The Access Group Name was not found.
Can be used to determine which screen the specified Display Client is
GetGroupScreen currently on for MultiMonitor configurations. This method requires one
parameter which is the name of the Display Client.
Can be used to Log On a specified TermSecure user. This method requires
two parameters. The first parameter is the name of the TermSecure user. The
TermSecureLogonUser second parameter is the password of the TermSecure user. The password
will be encrypted before being sent to the Terminal. This method returns a
result as follows.
TermMonConst.Success The TermSecure user was successfully logged on.
TermMonConst.Timeout The request timed out.
TermMonConst.Busy The Control is busy with another request.
TermMonConst.UserNotFound The TermSecure username was not found.
TermMonConst.BadPassword The TermSecure password was invalid.
TermMonConst.NoPermission The TermSecure user does not have permission to use the Terminal.
TermMonConst.PasswordChangeReq The TermSecure user is required to change his password.
This TermSecure user does not have a Windows Username specified in the
TermMonConst.NoWindowsUsername TermSecure user configuration. This is only required for Remote Desktop
Services Display Clients assigned to the TermSecure User.
This TermSecure user does not have a Windows Password specified in the
TermMonConst.NoWindowsPassword TermSecure user configuration. This is only required for Remote Desktop
Services Display Clients assigned to the TermSecure User.
Used to enable a camera overlay. This method requires two parameters. The
CameraOverlayEnable first parameter is the name of the Display Client the overlay is on. The second
parameter is the name of the overlay.
Used to disable a camera overlay. This method requires two parameters. The
CameraOverlayDisable first parameter is the name of the Display Client the overlay is on. The second
parameter is the name of the overlay.
Used to start camera cycling for a camera overlay. This method requires two
CameraOverlayCycleStart parameters. The first parameter is the name of the Display Client the overlay
is on. The second parameter is the name of the overlay.
Used to stop camera cycling for a camera overlay. This method requires two
CameraOverlayCycleStop parameters. The first parameter is the name of the Display Client the overlay
is on. The second parameter is the name of the overlay.
Used to switch to the next camera in a camera overlay list. This method
CameraOverlaySwitchNext requires two parameters. The first parameter is the name of the Display Client
the overlay is on. The second parameter is the name of the overlay.

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Chapter 17 TermMon ActiveX

Method Description
Used to switch to the previous camera in a camera overlay list. This method
CameraOverlaySwitchPrev requires two parameters. The first parameter is the name of the Display Client
the overlay is on. The second parameter is the name of the overlay.
Used to make the current camera in a camera overlay enter full screen. This
method requires two parameters. The first parameter is the name of the
CameraOverlayFullscreenEnter Display Client the overlay is on. The second parameter is the name of
the overlay.
Used to make the current camera in a camera overlay exit full screen. This
method requires two parameters. The first parameter is the name of the
CameraOverlayFullscreenExit Display Client the overlay is on. The second parameter is the name of
the overlay.
Used to change cameras in a camera overlay. This method requires three
parameters. The first parameter is the name of the Display Client the overlay
CameraOverlaySwitchByName is on. The second parameter is the name of the overlay. The third parameter
is the name of the camera. The camera name must include the full path if the
camera is in a camera group.
Used to change the position of a camera overlay. This method requires four
parameters. The first parameter is the name of the Display Client the overlay
CameraOverlayMove is on. The second parameter is the name of the overlay. The third parameter
is the x location. The forth parameter is the y position.
Used to change the size of a camera overlay. This method requires four
parameters. The first parameter is the name of the Display Client the overlay
CameraOverlayResize is on. The second parameter is the name of the overlay. The third parameter
is the width. The forth parameter is the height.
Used to change the size and position of a camera overlay. This method
requires six parameters. The first parameter is the name of the Display Client
CameraOverlayResizeMove the overlay is on. The second parameter is the name of the overlay. The third
parameter is the x position. The forth parameter is the y position. The fifth
parameter is the width. The sixth parameter is the height.
Used to log into a location. This method requires two parameters. The first
parameter is the complete path and name of the desired location formatted
as “top_level_location_name\sub_location_name\location_name”. This string
RelevanceLocationLogon must match the location tree hierarchy in the ThinManager location tree. The
second parameter is the action to be performed as defined by the
TermMonRelevance action constants.
RelevanceLocationLogoff Log the device out of the current location.
Can be used to retrieve a custom variable. In ThinManager, custom variables
can be added to users, locations, and Terminals. This method requires one
GetCustomVariable parameter. The parameter is the name of the custom variable. This method
returns the result of the query as follows.
TermMonConst.Timeout The request timed out.
TermMonConst.Busy The Control is busy with another request.
TermMonConst.InvalidMember The custom variable does not exist.
TermMonConst.Success The request completed successfully.

Upon a successful result, the value of the custom variable can be read from the
CustomVariableValue property.

Control Constants Constant values provided by the Control are as follows.

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Chapter 17 TermMon ActiveX

TermMonEvent
Constant Value
TerminalName 1
TerminalModel 2
TerminalIP 3
TerminalMAC 4
TerminalBootLoaderVersion 5
TerminalFirmwareVersion 6
TermSecureWindowsUsername 7
TermSecureUsername 8
TermSecureWindowsUsername 9
TerminalServerGroupList 10
ConnectionState 11
CurrentTerminalServerGroup 12
CurrentWindowsUsername 13
TerminalServerName 14
WatchdogTime 15
UserID 16
RelevanceLocationName 17
ScanResult 18
BiometricData 19
BiometricLookupResult 20
BiometricLookupUsername 21

TermMonCommand
Constant Value
Reboot 100
Restart 101
Calibrate 102
GotoMainMenu 103
SwitchToNextGroup 104
SwitchToPrevGroup 105
SwitchInstFailover 106
ChangeTermSecureUser 107
LogOffAndChangeTermSecureUser 108
LogOffTermSecureUser 109
DisconnectTermSecureUser 110
DisconnectSession 111
LogOffSession 112
TileStart 113
TileEnd 114
ScanCodeReturnData 115
ScanCodeAndQueryLocation 116
ScanBiometricAndQueryUser 117

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Chapter 17 TermMon ActiveX

TermMonConst
Constant Value
Success 1
Fail 2
Disconnected 3
Connected 4
Timeout 5
Busy 6
Updating 7
RequestFailed 8
InvalidMember 9
ValidMember 10
UserNotFound 11
GroupNotFound 12
BadPassword 13
NoPermission 14
PasswordChangeReq 15
NoWindowsUsername 16
NoWindowsPassword 17

TermMonRelevance
Constant Value
ActionNone 0
ActionTransfer 1
ActionClone 2
ActionShadow 3

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Glossary

The following terms and abbreviations are used throughout this manual. For
definitions of terms not listed here, refer to the Allen-Bradley Industrial
Automation Glossary, publication AG-7.1.

Access Group Provides the Relevance permissions that control access to a location,
application, or function.

Basic Service Set Identifiers (BSSID) Describes sections of wireless local area network, or WLAN. Recognizes the
access point or router because it has a unique address, which creates the
wireless network.

Content The data, sessions, or information delivered to a thin client, terminal, or


mobile device. It could be an HMI, a document, access to a full desktop, a
camera image, or a shadow of another client. Deployed as Display Clients.

Dynamic Host Configuration Protocol A network protocol that enables a server to automatically assign an IP address
(DHCP) to a computer from a defined range of numbers.

Fat client A Terminal with a hard drive that connects to a server.

Fencing Provides an additional security layer to restrict access to a location via a


hierarchy that has a resolver at a top-level location that must be resolved before
using a resolver of a lower level.

Global Positioning System (GPS) A U.S.-owned utility that provides users with positioning, navigation, and
timing (PNT) services.

Installation ID An identifier used in licensing, found near the bottom of the Licensing dialog
box. Choose Install>Licenses to launch the Licensing dialog box.

Location A configured element that is used as an endpoint for content deployment. It


can contain display clients for content, be assigned a Windows user account,
contain resolver actions, and be assigned to a terminal. An individual location
is configured in a manner similar to terminals and TermSecure users
in ThinManager.

MAC Address Media Access Control address, a unique identifier assigned to a network
interface controller for use as a network address in communications within a
network segment.

Mobile Device Apple, Android, or Windows device that has the appropriate ThinManager
application installed and configured so that it can interact with the
ThinManager Platform through Relevance.

Preboot Execution Environment (PXE) A standardized client-server interface that allows networked computers that
are not yet loaded with an operating system to be configured and booted
remotely by an administrator.

Relevance A function of ThinManager that controlled access to applications and assets


through Location or User Permissions. Deprecated with version 13.

Relevance ID The unique ID and name assigned to a new resolver device when it was added
to the system. Deprecated with version 13.
Rockwell Automation Publication TM-UM001H-EN-P - January 2023 633
Remote Desktop Protocol (RDP) Microsoft’s proprietary protocol that provides a user with a graphical interface
to connect to another computer over a network connection.

Remote Desktop Server (RDS) A 2008 R2 or later terminal server.

Resolver A Bluetooth® beacon, GPS, iBeacon, QR code, or Wi-Fi access point that a
mobile device uses to identify a particular area.

Resolver Actions The functions that are authorized on a mobile device by a resolver, which
include Shadow, Transfer, Forced Transfer, and Clone.

SmartSession Provides load balancing between member remote desktop servers. This feature
uses CPU availability, memory usage, and session count on the remote desktop
servers to determine the load on the servers. ThinManager polls the server
every eight seconds to maintain accurate status levels. Thin clients connect to
the Remote Desktop Server with the most available resources. When
SmartSession is not used, polling is turned off by default.

TermCap Terminal Capability, a software library and database that enables programs to
use display terminals in a terminal-dependent manner; describes the
capabilities of hundreds of different display terminals in great detail.

Terminal A client that connects to a server.

Terminal Server A computer that acts like a mainframe, allowing clients to log in, start sessions,
and run apps on the server but display the results on a terminal.

TermSecure The former name for the security component of ThinManager that grants or
denies access to content in Relevance, which was deprecated with version 13.
Now, ThinManager User Services.

Thin client Also, Zero client. A terminal without a hard drive that connects to a server.

ThinManager The graphic user interface component of the ThinManager system used to
control and configure the ThinServer database.

ThinManager Server A computer running the ThinManager interface and the ThinServer service.

ThinManager User Services See TermSecure.

ThinServer A database engine that contains the ThinManager configuration. It runs as a


Windows service that ThinManager hardware communicates with in order to
receive firmware, configuration, and to get information related to the
Relevance setup.

Unified Extensible Firmware Interface New BIOS format for ThinManager Compatible PXE boot thin clients. It
(UEFI) requires Port UDP-4011 open.

Uniform Resource Locator (URL) Web address of a resource on the Internet or a locally stored file. The resource
can be any type of file stored on a server, such as a Web page, a text file, a
graphics file, or an application program.

Zero client See Thin client.

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Rockwell Automation Publication TM-UM001H-EN-P - January 2023 635
Rockwell Automation Support
Use these resources to access support information.
Technical Support Center Find help with how-to videos, FAQs, chat, user forums, and product notification updates. rok.auto/support
Knowledgebase Access Knowledgebase articles. rok.auto/knowledgebase
Local Technical Support Phone Numbers Locate the telephone number for your country. rok.auto/phonesupport
Literature Library Find installation instructions, manuals, brochures, and technical data publications. rok.auto/literature
Product Compatibility and Download Center Download firmware, associated files (such as AOP, EDS, and DTM), and access product release rok.auto/pcdc
(PCDC) notes.

ThinManager Website Visit the ThinManager website to download resources for your ThinManager solution. https://thinmanager.com/

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Rockwell Automation maintains current product environmental information on its website at rok.auto/pec.

Allen-Bradley, expanding human possibility, FactoryTalk, ThinManager, and Rockwell Automation are trademarks of Rockwell Automation, Inc.
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Publication TM-UM001H-EN-P - January 2023


Supersedes Publication TM-UM001G-EN-P - September 2022 Copyright © 2023 Rockwell Automation, Inc. All rights reserved. Printed in the U.S.A.

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