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Microsoft Systems Management Server 2003 : Defining and Configuring the SMS Site (part 1)

2/6/2012 6:31:26 PM
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The first step in configuring your new SMS 2003 site is to identify which clients should become members of the site. SMS 2003 determines which clients should be assigned to the site according to the site boundaries you configure. You can assign SMS clients to only one site. SMS 2003 site boundaries are defined by either IP subnet or Active Directory site. A subnet is a segment of a network whose members share the same network address and is distinguished from other subnets by a subnet number and subnet mask. An Active Directory directory service site defines a physical relationship among domain controllers based on their IP subnets and represents a unit of optimum network performance for Active Directory replication and authentication.

Don’t confuse site assignment with the discovery process. SMS uses any of several configurable discovery processes to “look for” and record an instance of a resource. A resource might be a client computer. However, it might also be a user; a global group; an Active Directory user, group or system; or an IP-addressable device such as a switch or a network printer. Discovering a resource doesn’t make it an SMS client. A client computer can’t become an SMS client until it has been assigned to an SMS site based on the IP subnet or the Active Directory site with which it’s associated. Once it has been assigned, it can then be installed with the SMS client software. To sum up, the SMS site server can discover clients as a site resource, but does not necessarily have to install them immediately. Likewise, it can install them as SMS clients without discovering them first. But in all cases, a client must be assigned to an SMS site before it can be installed.

Site systems, on the other hand, do not need to be located within the boundaries of the site with which they’re associated—unless, of course, they will also become clients of that site. In some cases, site system roles can be shared across sites, or SMS clients can reference site systems that are members of another SMS site in the site hierarchy.

You can configure two kinds of boundaries: site boundaries and roaming boundaries. The main difference between the two has to do with the kind of SMS client support that will be provided. SMS 2003 supports two kinds of clients: Legacy Client and Advanced Client. Legacy Clients are SMS 2.0-type clients and may include Microsoft Windows NT 4.0 SP6 and Windows 98 Second Edition computers. Advanced Clients are Windows 2000 and higher computers that participate fully in Active Directory. Site boundaries are used to assign Legacy Clients to the site based on their IP subnet or Active Directory site association. Using Active Directory sites to define site assignment provides you with the easiest way to assign new clients that join the network regardless of their IP address.

Note

The Advanced Client software is actually installed on a potential SMS client using SMS package distribution, Client Push Installation, or by manually installing the client.


For example, if you use only IP subnets, every time a new client or set of clients joins the network, in addition to associating them with an appropriate Active Directory site, you must ensure that the IP subnets of those clients is represented in the site boundary for the appropriate site. However, if you’ve defined the site boundary based on Active Directory sites, you need only associate the new clients with the appropriate Active Directory site. The SMS site will already “know” that the SMS client should be assigned to it.

Roaming boundaries are used to support Advanced Clients that can—and do—move from site to site and might not have access to a distribution point in the site to which they’re assigned. Advanced Clients use roaming boundaries to locate distribution points in other sites in the SMS hierarchy that can provide them with distributed programs. Like site boundaries, roaming boundaries can be defined by IP subnet, Active Directory sites, or both. However, because Advanced Clients can access the network by a variety of connection methods, such as a RAS server or a VPN, you can also use IP address ranges to define a roaming boundary.

When you configure the site boundaries for a site, all the client agent settings that you define will be applied to all the assigned clients when the SMS software is installed. In other words, agent and component settings are site-wide settings and apply equally to all members of the site. If different sets of clients require different client components, you might need to create a separate site for those clients. For example, if 100 out of 1000 clients require Software Metering to be enabled, and the remaining clients do not, you need to segment these clients into their own subnet, create an SMS site for that subnet, assign those 100 clients to that site, and enable Software Metering for that site. There are ways to get around this limitation, of course, both supported and unsupported. Nevertheless, your goal as an administrator should not be how to “get around” a product’s boundaries. This is one of the reasons a well-conceived deployment strategy will be extremely valuable to you as you construct your SMS site hierarchy.

Real World: Site Boundaries and Subnet Masks

When you use IP subnets to determine site assignment, SMS 2003 checks the client’s discovery record to see whether the client’s IP address falls within the IP boundaries set by the SMS administrator. It does so by checking the client’s subnet mask. (The subnet mask determines the subnet address for that segment of the network.) Checking the client’s subnet mask is significant because most companies don’t use a subnet mask of 255.255.0.0 or something similar to define their network segments. In fact, they likely will use a mask such as 255.255.248.0 to segment the network into different subnets for organizational reasons, network routing considerations, security, localization of resources, and so on.

Using a subnet mask such as 255.255.0.0 makes it easy for us to identify the subnet address. With this particular mask, every number in the third and fourth octets will constitute a host device address. Every number in the first and second octets will constitute a different IP subnet address. For example, consider these two IP addresses: 172.16.20.50 and 172.16.10.50. Using subnet mask 255.255.0.0, it’s easy to see that they’re both in the same subnet. If you set the SMS site boundary to 172.16.0.0, you’ll be sure to discover and assign both clients.

Now take the same two IP addresses, but use subnet mask 255.255.248.0 instead. This subnet mask places each client address into a different subnet. If your site boundary is 172.16.8.0, it will discover and assign clients whose IP addresses fall within the range 172.16.8.1 through 172.16.15.254. Thus the client with address 172.16.10.50 would be assigned and the client with address 172.16.20.50 would not. To include the latter client, you would need to add its subnet address—172.16.16.0—to the site boundaries.

You might need to refresh your IP addressing skills to fully appreciate the significance of subnet masking and SMS 2003. But rest assured, the subnet mask does make a difference.

Now consider using Active Directory sites as your SMS site boundary. Without going into a lengthy discussion about Active Directory sites, suffice it to say that they also depend in part on subnet objects. These subnet objects consist of both subnet addresses and masks. This makes it easier to associate computer objects with a particular Active Directory site and so makes it easier for the SMS administrator to assign those clients to an SMS site.


Configuring Site Properties

In SMS 2003 you can configure other site properties besides site boundaries, including site accounts and security.

To display the site properties for an SMS site, follow these steps:

1.
Open the SMS Administrator Console.

2.
Under the Systems Management Server group, expand the Site Database node, and then expand the Site Hierarchy node to display the site object (in the form, sitecodesitename).

3.
Right-click the site object and choose Properties from the context menu. Or, highlight the site object, and from the Action menu choose Properties to display the Site Properties dialog box for the site, as shown in Figure 1. Let’s start with the General tab.

Figure 1. The General tab of the Site Properties dialog box.


The General Tab

The General tab displays some descriptive information about your site server. For example, in Figure 3-1 we can see that the site server is a primary site. We can identify its version and build numbers, the server name, the SMS installation directory, and the current security mode. We can also see whether this site participates in a site hierarchy as a child site to another site. Since in Figure 3-1 the Parent Site label is set to “None,” we can conclude that this site is either a stand-alone site, since it has no parent site, or that it might be the central or topmost site in an SMS site hierarchy. You use the Set Parent Site button to identify the parent site that this site should communicate with in an SMS site hierarchy.

Descriptive comments always add value to objects in SMS 2003, as they help provide additional information that might otherwise not be available. In this case we can use the Comment text box to indicate the name of the company (Contoso Corporation), its site hierarchy role (Primary Site), and its location (Corporate Headquarters—USA).

If you installed your site using standard security mode, you can switch to advanced security mode by clicking the Set Security button. When you do, the Set Security Mode dialog box shown in Figure 2 is displayed. Note the requirements for switching to advanced security as outlined in this dialog box.

Figure 2. The Set Security Mode dialog box.

Be sure that these requirements are set before you change security modes. Note too that this is a one-time option. Once you change to advanced security mode you cannot change back to standard security. The Set Security button becomes disabled (as displayed in Figure 1).

The Site Boundaries Tab

To configure the site boundaries, complete the following steps:

1.
Click the Site Boundaries tab in the Site Properties dialog box, as shown in Figure 3. The IP subnet of the segment in which the site server was installed will be displayed by default.

Figure 3. The Site Boundaries tab of the Site Properties dialog box.


2.
To add a new IP subnet or Active Directory site, click the yellow star button on the right to open the New Site Boundary dialog box, as shown in Figure 4. Select a Boundary type from the drop-down list and enter either the subnet ID or the Active Directory Site name (shown in Figure 4) as appropriate. Then click OK.

Figure 4. The New Site Boundary dialog box.


3.
The new boundary will be displayed in the Site Boundaries list in the Site Boundaries tab. Click OK or Apply to save your changes.

The Accounts Tab

SMS 2003 in standard security mode makes use of several accounts to access other sites, install clients, install packages, access the database, generate reports, and so on. The Accounts tab, shown in Figure 5, provides the SMS administrator with the means of modifying two accounts specific to the site itself: the SMS Service account and the SQL Server account.

Figure 5. The Accounts tab in the Site Properties dialog box.

 
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