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Systems Management Server 2003 : Installing a Primary Site Server (part 1) - Installation Options

10/8/2011 4:09:24 PM
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Now that you have created a viable deployment strategy for your SMS 2003 site, decided how to install and configure your SQL Server, and confirmed the hardware and software requirements necessary for a successful installation of SMS 2003, it’s time to begin the installation process itself. This section will concentrate on the installation of an SMS 2003 primary site server.

Installation Options

You can install your SMS 2003 site server using a variety of techniques and options. You may install directly from the CD, or you can first copy the source files from CD to the local hard disk of the proposed site server or a network drive. If you choose to copy the source files to a drive location, be sure to copy the entire SMS 2003 CD, as the installation process might require files located in support folders. You can also run a scripted automated setup. Figure 1 shows the autorun screen that appears when you insert the SMS 2003 CD. Notice that besides starting the setup wizard, you can also run the integrated Recovery Expert as well as view documentation included as part of the Online Library.

Figure 1. The setup screen that appears when you first insert the SMS 2003 CD.

Once you have located the source files, you can run the installation interactively through the Systems Management Server Setup Wizard by inserting the SMS 2003 CD and choosing SMS 2003 from the autorun menu shown in Figure 2-1, or, if you prefer to run Setup.exe from the \SMSSetup\Bin\I386 folder or choose to run an unattended setup, you can also initiate the installation from a Windows command prompt. The command-line syntax is shown here:

SETUP [/?] [/SCRIPT scriptname] [/UPGRADE] [/NODISKCHECK] [/NOACCTCHECK]

The command-line method provides five switch options to initiate the setup process under different circumstances, as outlined in Table 1. If you execute the SMS 2003 Setup.exe from the command line, you’ll still launch the Systems Management Server Setup Wizard, which presents you with a series of nice, “user-friendly” installation pages that guide you every step of the way.

Table 1. Command-line switch options
SwitchDescription
/?Displays a pop-up dialog box listing that describes each switch along with the command-line syntax.
/SCRIPT scriptnameAllows you to specify a path and script file, which provides the different pieces of information required during setup for unattended installation.
/UPGRADEAllows to you specify an unattended upgrade from an earlier version of SMS.
/NODISKCHECKAllows you to perform the installation without having SMS 2003 check for available disk space first. Assumes that you have already confirmed that you have the required amount of disk space available.
/NOACCTCHECKAllows you to perform the installation without having SMS 2003 check the specified service account for the appropriate level of permission and rights. Assumes that you have already created the account and have given it the appropriate administrative permissions and the Log On As A Service user right.

Unattended Installation

If you choose to run an unattended installation, you’ll need to run setup from the command line using the /SCRIPT option, which references an information file called an SMS initialization file. This is actually just a standard .INF file, similar to those you might have worked with before when running unattended installations of other products.

The SMS initialization file consists of three sections: [Identification], [Options], and [SQLConfigOptions]. For those of you who have installed previous versions of SMS, these sections should sound familiar, as each refers to a different set of setup information you normally provide when manually running setup.

In the [Identification] section, you can identify what kind of installation you want to perform—primary site, secondary site, or SMS Administrators console.

In the [Options] section, you can identify setup options specific to primary and secondary site installations. For example, for a primary site installation, you can define product registration and organization information, which additional SMS components to install—Remote Tools, Package Automation Scripts—the security mode you wish to use, standard or advanced—service account name, domain, and password, the site code, site domain, and site name, and the folder location where the SMS server files will be installed. For a secondary site installation, you can define the default connection address that the parent site should use for the secondary site, the connection account name and password to be used by the sender at this site, and the parent site code.

In the [SQLConfigOptions] section, you can identify setup options related to SQL information that setup needs to complete successfully. This information includes the SMS database name, number of simultaneous SQL connections your SMS site database requires, and the type of security or authentication mode to use.

Here is an example of an SMS initialization file for a primary site:

[Identification]
Action=InstallPrimarySite

[Options]
FullName=Steven Kaczmarek
OrgName=Enact Solutions Corp
ProductID=123-4567890
SiteCode=S00
SiteName=ENACT Primary Site
SiteDomain=ENACTCorp
SecurityMode=Standard
ServiceAccount=smsservice
ServiceAccountDomain=ENACTCorp
ServiceAccountPassword=Scruffy&4315Glem
NumOfClients=100
OptionalUnits=Remote Control
OptionalUnits=Scripts
SMSInstallDir=F:\SMS
InstallSQLServer=0
NumberOfAdminUI=5
SDKServer=ENACT1

[SQLConfigOptions]
SQLServerName=ENACT1
SQLServerVersion=2000
UseSQLIntegratedSecurity=1
CreateSQLDevice=1
DatabaseName=SMS_S00
DatabaseDevice=SMSdata_S00
LogDevice=SMSlog_S00
SQLDevicePath=F:\MSSQL\SMSDATA
NumberOfSqlConnections=75
AutoConfigSqlConnections=1


Express vs. Custom Setup

When you begin the setup process on a server, you’ll be presented with two installation options: Express Setup and Custom Setup. Express Setup installs most SMS 2003 components and features, enables all discovery methods except Network Discovery, enables all client agents except Software Inventory and Software Metering, and creates all applicable service accounts depending on the security mode you choose. Custom Setup lets you choose which components and features to install. Custom Setup doesn’t automatically enable any discovery methods (except Heartbeat Discovery) or client agents.

Table 2 describes which SMS components are available with each setup option. Table 3 outlines the default values that are set during an express installation versus a custom installation. These features, discovery methods, installation methods, and client agents have additional options that you can configure.

Table 2. SMS 2003 setup option defaults
OptionExpress Install—Primary SiteCustom Install—Primary SiteSecondary Site Installation
SMS site serverInstalledInstalledInstalled
SMS Administrator ConsoleInstalledInstalledAvailable
Remote ToolsInstalledOptionalOptional
Package automation scriptsInstalledOptionalNot Available

Table 3. SMS 2003 components installed during setup
FeatureExpress InstallDefault ValueCustom Install
Discovery Methods   
Windows Networking User DiscoveryEnabledOnce a day at midnightDisabled
Windows Networking User Group DiscoveryEnabledOnce a day at midnightDisabled
Heartbeat DiscoveryEnabledOnce a week for Custom Setup; once a day for Express SetupEnabled
Network DiscoveryDisabledNo default; configured by administratorDisabled
Active Directory System DiscoveryEnabled if Advanced Security mode is selectedOnce a day at midnightDisabled
Active Directory System Group DiscoveryEnabled if Advanced Security mode is selectedOnce a day at midnightDisabled
Active Directory User DiscoveryEnabled if Advanced Security mode is selectedOnce a day at midnightDisabled
Installation Methods   
Client Push InstallationEnabledN/ADisabled
Client Agents   
Advertised Programs Client AgentEnabledPolls every 60 minutes for advertised programs; scheduled programs have 5-minute countdown; user can make changes to settingsDisabled
Hardware Inventory Client AgentEnabledOnce a dayDisabled
Software Inventory Client AgentDisabledN/ADisabled
Remote Tools Client AgentEnabledAll remote options enabled; user permission required; user notified; user can make changes to settingsDisabled
Software Metering Client AgentDisabledN/ADisabled

Express Setup is a fast and easy way to install SMS 2003 and is recommended for evaluation installations or test environments. Express Setup requires that SQL Server 7.0 Service Pack 3 or later or SQL Server 2000 Service Pack 3a or later be already installed on the same server. It then creates and configures SQL Server database files for SMS, sets the SQL Server parameters, and creates all applicable service accounts. When installation is complete, the site server will assume the site system roles of CAP and distribution point.

The Custom Setup option installs SMS 2003 with the basic site server and SMS Administrator Console installed. All other SMS 2003 features and components are options that you can select as desired. You can always leave an option cleared and install it at a later time. If the option is selected, it will be installed, but not enabled, by default. Once an option is installed, however, you can’t uninstall it without removing and reinstalling SMS 2003. The site server will assume the site system roles of CAP and distribution point.

Custom Setup doesn’t require that SQL Server 7.0 or SQL Server 2000 be installed on the same server (if SQL Server isn’t already available). However, if SQL Server has been installed on the same server, Custom Setup creates and configures SQL Server database files for SMS, sets the SQL Server parameters, and creates all applicable service accounts.

 
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