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October 2008

Install and Configure System Center Essentials 2007

Set up Essentials 2007—Microsoft’s management solution for midsized environments—by following these straightforward steps
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If you choose to store updates locally, you must choose a folder on an NTFS volume that has at least 6GB of free disk space. The default location is C:\SCE. You must also decide whether to install and use SQL Server 2005 Express or reuse an existing local or remote SQL Server instance. Next, the wizard requests credentials for the user account that will have administrator-level access on the Essentials 2007 server and all servers and workstations that Essentials 2007 will manage. Essentials 2007 will use these credentials to run, perform Active Directory (AD) lookups, and manage computers. The easiest way to provide these credentials is to create an Essentials 2007 domain user account and make it a member of the Domain Admins group.

The wizard will start the installation process, which could take a long time to finish. Finally, the wizard will prompt you to visit Microsoft Update to download the latest updates and Essentials 2007 components, such as the Microsoft Office 2003 Web Components. When the wizard finishes, you’ll see two options (check boxes): one to launch the Essentials 2007 console to complete the configuration process and the other to back up the encryption key. These options are selected by default. I recommend that you leave them selected and simply click Finish to launch the Encryption Key Backup or Restore Wizard. The encryption key protects sensitive information, such as the credentials that Essentials 2007 uses. The wizard asks whether to back up or restore the encryption key, then prompts for the backup- or restore-folder location, and finally asks for a passphrase to encrypt or decrypt the encryption key. Store the key and the passphrase on a flash drive in a secure place, such as a fireproof safe. At this point, the console should be launched, and you’re ready to configure Essentials 2007.

Configure Essentials 2007
If the System Center Essentials 2007 console doesn’t launch on its own (i.e., if you cleared the launch check box mentioned in the previous section), open the console by clicking Start, then select All Programs, Systems Center Essentials 2007, and click System Center Essentials 2007 Console. You’ll use the console to configure product features, the computers and devices you want managed, and Microsoft Update settings, as Figure 1 shows. Click the Required: Configure product features link to launch the Feature Configuration Wizard.

The wizard will prompt you to configure the proxy server, Windows Firewall, and error forwarding, among other options. Unless you have a specific reason to change the default settings, I recommend you leave them as is, except for Scheduled Discovery. By default, Essentials 2007 Scheduled Discovery is disabled. When enabled, it will daily discover unmanaged computers (i.e., those that haven’t had the Essentials 2007 management agent deployed to them) that you’ve added to your domain and silently deploy the management agent to them. The agent manages the system it’s installed on; checks its health using standard parameters such as disk space, CPU utilization, and memory use; executes commands sent from the Essentials 2007 server; and corrects any problems it finds on the managed system. You can always change the individual configuration settings later to reflect changes in your environment. Click OK to return to the Essentials 2007 console.

Next, click the Required: Configure computers and devices to manage link to launch the Computer and Device Management Wizard. The wizard lets you choose either automatic or advanced discovery. Advanced discovery lets you set discovery parameters and discovery methods, such as completely scanning AD, scanning only selected organizational units (OUs), or scanning particular system names. For example, you can configure Essentials 2007 to look in AD for computers running Windows Server 2003 R2 and managed by a particular person named in the computer object. For most installations, however, automatic discovery is the best option because your Essentials 2007 server will auto-discover and manage all your assets anyway. You can also configure Essentials 2007 to search for machines with the user-account credentials specified during the Essentials 2007 installation, or you can specify a new set of credentials for a user with administrator-level permissions on each machine you’ll scan (e.g., a user who’s a member of the Domain Admins group).

The amount of time Essentials 2007 spends on discovery will depend on your network’s size and complexity and whether you configured automatic or advanced discovery. You might find that some systems are difficult for Essentials 2007 to discover regardless of whether you use automatic or advanced discovery. For example, systems with firewalls typically won’t respond to Essentials 2007 probes unless you configure the firewalls to allow Essentials 2007 access. If Essentials 2007 doesn’t detect systems, you’ll have to manually add those systems, as I’ll describe in an upcoming article.

When the discovery process is finished, the Computer and Device Management Wizard will output a list of discovered systems, as Figure 2 shows. Select the systems you want Essentials 2007 to manage. If you kept Scheduled Discovery disabled when you ran the Feature Configuration Wizard, you’ll need to perform periodic discovery scans to find new, unmanaged devices. At the end of the wizard, click OK to return to the Essentials 2007 console.

To complete the Essentials 2007 configuration, click Required: Configure Microsoft Update settings to launch the Update Management Configuration Wizard. Windows Server Update Services (WSUS) 3.0 SP1, which is installed during the Essentials 2007 installation, is integrated with Essentials 2007 and the Update Management Configuration Wizard. You can control WSUS settings from Essentials 2007. The wizard lets you configure proxy server settings to manually synchronize WSUS with Microsoft Update and select the products, languages, classifications, and synchronization options for your environment. (You can always change Microsoft Update settings later.) Click OK to exit the wizard and return to the Essentials 2007 console.

Ready to Go
Now that you’ve performed the basic Essentials 2007 installation and configuration, you’re ready to set up additional components and learn to use Essentials 2007 features. In an upcoming article, I’ll continue our Essentials 2007 tutorial by showing you how to install agents on systems that have firewalls (such as Microsoft ISA Server), how to use the Essentials 2007 management console, how to deploy and manage updates, and how to deploy software.

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