Installing and Configuring WhatsUp Gold v16.2

WhatsUp Gold v16.2
Installation and Configuration Guide
Contents
Installing and Configuring Ipswitch WhatsUp Gold v16.2 using WhatsUp Setup
Installing WhatsUp Gold using WhatsUp Setup ................................................................................................ 1
Security guidelines for installing WhatsUp Gold .................................................................................. 3
Running WhatsUp Setup ............................................................................................................................... 3
Installing WhatsUp Gold using basic options ........................................................................................ 3
Installing WhatsUp Gold using advanced options ............................................................................... 5
Activating WhatsUp Gold for new or upgraded licenses ............................................................................. 10
Upgrading WhatsUp Gold ....................................................................................................................................... 11
Repairing WhatsUp Gold.......................................................................................................................................... 13
Uninstalling WhatsUp Gold..................................................................................................................................... 14
About device count limits ....................................................................................................................................... 15
About the Status Tray (WhatsUp Gold Status Center) and Desktop Actions applications .............. 16
Installing IIS on Windows Server 2003 ................................................................................................................ 17
Using Windows Authentication for remote database access ..................................................................... 18
Finding more information and updates ............................................................................................................. 24
Copyright notice ......................................................................................................................................................... 25
i
Installing and Configuring Ipswitch
WhatsUp Gold v16.2 using WhatsUp Setup
In This Guide
Installing WhatsUp Gold using WhatsUp Setup .........................................1
Activating WhatsUp Gold for new or upgraded licenses ..................... 10
Upgrading WhatsUp Gold ............................................................................... 11
Repairing WhatsUp Gold ................................................................................. 13
Uninstalling WhatsUp Gold ............................................................................ 14
About device count limits ............................................................................... 15
About the Status Tray (WhatsUp Gold Status Center) and
Desktop Actions applications .................................................................... 16
Installing IIS on Windows Server 2003 ........................................................ 17
Using Windows Authentication for remote database access............. 18
Finding more information and updates ..................................................... 24
Copyright notice ................................................................................................. 25
Installing WhatsUp Gold using WhatsUp Setup
Note: The Release Notes (http://www.whatsupgold.com/WUG162releasenotes) contain the
most up-to-date information about installing WhatsUp Gold. Read the release notes prior to
installing to be aware of any potential installation issues.
Note: If you are installing WhatsUp Gold on a Windows 2003 Server, you must first install IIS
6.0 on the server prior to running the installation utility. For information on how to install and
configure IIS, see Installing IIS on Windows Server 2003 (on page 17).
Before installing WhatsUp Gold
Installing WhatsUp Gold is a simple straightforward process, however there are several
decisions that you must make, and options that you should be aware of before you install
WhatsUp Gold.
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Installing and Configuring WhatsUp Gold v16.2


You can choose to use either the bundled Microsoft SQL Server 2008 R2 Express
Edition, installed by the WhatsUp Gold installation program, or an existing Microsoft
SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, Microsoft SQL Server Cluster
2005, 2008, 2008 R2, or 2012, or Microsoft SQL Server 2012 to store the data collected
by WhatsUp Gold. See Installing WhatsUp Gold using advanced options (on page 5) for
more information.
You can choose to use port 80 or some other port for the WhatsUp Gold web site that
is created and runs on the IIS web server. See Installing WhatsUp Gold for more
information.
Note: It is recommended that port 80 be used for the WhatsUp Gold web site. If another port
number is used, the URL for the WhatsUp Gold web site will require that port number to be
appended to the hostname or IP address when forming the URL. For example if you chose
8888 as the port number instead of 80 your URL for a WhatsUp Gold install on the local host
would be: localhost:8888/nmconsole.
Note: If port 80 is used by a current IIS web site, you must either allow WhatsUp Gold to
disable that web site and take over port 80, or choose another port.

You can choose to use a non-default database name for the WhatsUp Gold and Flow
Monitor databases. See Installing WhatsUp Gold using advanced options (on page 5) for
more information.
Note: The default database name for the WhatsUp Gold database is WhatsUp, the default
name for the Flow Monitor database is Netflow, and the default name for the Flow Monitor
Archive database is NFArchive.
Note: The Netflow Archive database will use the Flow Monitor database name with the
letters 'Ar' appended to the end. If you have changed the Flow Monitor database name to
NetFlowDB, the NetFlow Archive database will be NetFlowDBAr.

You can choose to create a non-default Windows user account for WhatsUp Gold
(default: WhatsUpGold_User). See Installing WhatsUp Gold using advanced options (on
page 5) for more information.

You can choose to use Windows Authentication to access an existing remote
Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL
Server Cluster 2005, 2008, 2008 R2, or 2012. See Using Windows Authentication for
remote database access for more information.
Note: The installation instructions in this document apply only to WhatsUp Gold Standard
Edition and WhatsUp Gold Premium Edition. For installation instructions for WhatsUp Gold
Distributed Edition or WhatsUp Gold MSP Edition, see WhatsUp Gold Distributed Edition
Deployment Guide (http://www.whatsupgold.com/WUG161dsdguide) or WhatsUp Gold MSP
Edition Deployment Guide (http://www.whatsupgold.com/WUG161mspdg).
2
Installing and Configuring WhatsUp Gold v16.2
Security guidelines for installing WhatsUp Gold
To maintain adequate security protection for your WhatsUp Gold deployment, Ipswitch
recommends the following installation and configuration guidelines:

Install WhatsUp Gold and any components in a locked server room or cabinet so that
physical access is restricted to trusted administrators.

Install WhatsUp Gold software components on dedicated servers. Do not use these
servers for any other purpose.

Configure HTTPS for WhatsUp Gold web access. Follow the Microsoft recommended
procedures and your organization security policy to configure HTTPS.
Read and follow as much as possible, the complete Security Guidelines in the
WhatsUp Gold Online Help (http://www.whatsupgold.com/wug161webhelp).

Running WhatsUp Setup
To install WhatsUp Gold using the default Microsoft SQL Server 2008 R2 Express Edition
instance:
1 Log in directly to Microsoft Windows using the Administrator account (if you do not
have an account called Administrator, use an account that has full administrative
privileges to the computer).
Caution: We do not recommend using Terminal Services or Remote Desktop to install any
WhatsUp product.
2
Start the WhatsUp Setup:

If you downloaded an electronic version of the WhatsUp Setup, double-click the
downloaded file.

If you purchased a WhatsUp Setup CD-ROM, insert the CD-ROM into the appropriate
drive. If it does not run automatically, click Start, select Run, then enter the CD path
followed by AutoRun.exe (for example, D:\AutoRun.exe).
Installing WhatsUp Gold using basic options
Note: Before starting the installation process, be sure to familiarize yourself with the Before
you Begin information located in the Installing WhatsUp Gold using WhatsUp Setup (on page
1) section of this guide.
Note: The installation steps below are for the most common WhatsUp Gold installation. The
screens and steps that display during the installation process may be slightly different based
on your license. For example, if you have an evaluator's license, fewer screens display,
allowing for a more simplified installation process.
To install WhatsUp Gold:
Note: When IIS is detected, but not all of the required role services are installed, you will be
asked if you would like to install the IIS role services.
3
Installing and Configuring WhatsUp Gold v16.2
If you are asked to install the required role services, click Yes. The installation program
installs the required IIS components.
1
2
Read the Welcome screen and click Next. The License Agreement dialog appears.
Read the license agreement. If you accept the terms of the license agreement, select I
accept the terms of the license agreement.

To print a copy of the license agreement, click Print. The license agreement is sent to
the default printer.

3
4
If you do not accept the terms of the license agreement, click Cancel to exit the
installation program.
Click Next to continue. The License Information dialog appears.
Enter your WhatsUp Gold Activation Key or select an alternative activation method.
The following is an example of an activation key, which is made up of the serial number
and UAP and the to be entered in Activation Key.
Serial Number (15
characters)
UAP (8 characters)
Activation Key (23 characters)
01MTBDK5TN99NQ1
XKQKC966
01MTBDK5TN99NQ1XKQKC966
5 Click Next to continue. The WhatsUp Gold Welcome screen specific to the edition you
are activating appears.
6 Read the Welcome screen and click Next. The Installation Options dialog where SQL
Server is configured appears.
7 Select the install directories for Microsoft SQL Server 2008 R2 Express Edition. The
application and data files are installed in default directories.
Important: Make sure that you have a large capacity drive selected for data storage. The
data files for WhatsUp Gold can reach a maximum size of 22 GB.
Important: During installation, databases are created for WhatsUp Gold Flow Monitor. These
basic databases are limited in size, but are increased the first time the Flow Monitor collector
initializes. If at least 16 GB of disk space is available when the collector initializes, the
maximum size of the Flow Monitor databases is increased to 4 GB each (16 GB total
including transaction logs). If less than 16 GB is available, the maximum size of the Flow
Monitor databases is limited proportionately to the amount of free disk space. If your license
includes WhatsUp Gold Flow Monitor, we strongly recommend that you verify that you have
at least 16 GB of free disk space before installing.
4
Installing and Configuring WhatsUp Gold v16.2
8
Click Next to continue. The Installation Options dialog where the 'sa' password is
configured appears.
Important: If you want to change the SQL Server user account, the account you want to use
must have the same permissions as the 'sa' account. The password you create must meet
any password complexity rules enforced by the local server or domain.
9
10
11
12
13
Specify and confirm a Password for the account. You also have the option to Keep the
default password.
Click Next to continue. The Installation Options dialog where the SQL Server login is
created appears.
Specify and confirm a Password for WhatsUp Gold to use when accessing the database.
Click Next to continue. The Installation Options dialog where the installation directory is
set appears.
Select the installation directory for the WhatsUp Gold application files.
The default path is C:\Program Files\Ipswitch\WhatsUp. We recommend that you
use the default path.
Tip: The Program Files directory path may vary if on a 64 bit system (for example, Program
Files (x86)). You can install WhatsUp Gold to a different location. To select a different
location, click Change.
Note: If the installation program detects data from a previous installation of WhatsUp Gold,
the Backup Web and Report Files dialog appears. We recommend that you select Back up
the existing Web and report files, then click Next.
14 Click Next to continue. The Installation Options dialog where the TCP port is selected
appears.
15 Choose a TCP port for the WhatsUp Gold web site. The installation program creates an
IIS web site using this port. The default port is 80.
16 Click Next to continue. The Installation Summary dialog appears.
17 Click Proceed. The WhatsUp Gold install program begins the installation. When the
installation program completes, the InstallShield Wizard Complete dialog appears.
18 Click Finish. The setup program closes. The WhatsUp Setup will appear, and the
WhatsUp Gold Web interface will appear.
19 Complete the installation following the instructions that appear in the web browser.
Installing WhatsUp Gold using advanced options
Note: Before starting the installation process, be sure to familiarize yourself with the Before
you Begin information located in the Installing WhatsUp Gold using WhatsUp Setup (on page
1) section of this guide.
Note: If you are installing WhatsUp Gold on a Windows 2003 Server, you must first install IIS
6.0 on the server prior to running the installation utility. For information on how to install and
configure IIS, see Installing IIS on Windows Server 2003 (on page 17).
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Installing and Configuring WhatsUp Gold v16.2
Note: To launch the WhatsUp Gold installation program, you must run the WhatsUp Setup.
For more information see Running WhatsUp Setup (on page 3).
The WhatsUp Gold installation program provides advanced options that allow you to:

Use and existing Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or
Microsoft SQL Server Cluster 2005, 2008, 2008 R2, or 2012 to store the data collected
by WhatsUp Gold.

Change the WhatsUp Gold and Flow Monitor database names.
Note: You can only change the default database names during the initial WhatsUp Gold
installation. You cannot change the names of these databases following the initial
installation.
Note: The default database name for the WhatsUp Gold database is WhatsUp, and the
default name for the Flow Monitor database is Netflow.

Create a new Windows user account for WhatsUp Gold and add the user to the local
administrators group.
Note: The Windows user created during this step will enable all applications launched from
the WhatsUp Web Interface through IIS to run and make connections with the WhatsUp
database using Windows authentication.
Prerequisites for using an existing Microsoft SQL Server 2005,
Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server
Cluster 2005, 2008, 2008 R2, or 2012
You can use an existing Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or
Microsoft SQL Server Cluster 2005, 2008, 2008 R2, or 2012 to store the data collected by
WhatsUp Gold. To do this, you must meet the following requirements:

Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL
Server Cluster 2005, 2008, 2008 R2, or 2012 English must be installed on the WhatsUp
Gold host computer or another computer.
Important: WhatsUp Gold does not support non-English versions of Microsoft SQL Server
2008 R2 or Microsoft SQL Server Cluster 2008 R2.
Important: Make sure that the server level collation for the destination SQL Server matches
the current collation of the source SQL Server installation.
Important: Make sure that, if WhatsUp Gold and the SQL Server is not located on the same
physical machine (server), the system clocks are synchronized to the same time zone. If the
system clocks are not synchronized, inaccurate data may occur in reports.
6
Installing and Configuring WhatsUp Gold v16.2

Microsoft SQL Server 2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL
Server Cluster 2005, 2008, 2008 R2, or 2012 must be configured to allow WhatsUp
Gold to authenticate.

If Microsoft SQL Server is installed on a remote computer, remote connections must
be allowed. For more information, see How to configure Microsoft SQL Server to allow
remote connections (http://blogs.msdn.com/b/walzenbach/archive/2010/04/14/how-toenable-remote-connections-in-sql-server-2008.aspx).

Use a Microsoft SQL Server user account to connect tothe database.

User's language is set to (United States) English. This can be set in the
properties for the login used by WhatsUp Gold.
If you need assistance configuring or verifying these prerequisites, contact your database
administrator or refer to the Microsoft SQL Server documentation
(http://support.microsoft.com/ph/2855).
To install WhatsUp Gold using advanced options:
Note: The installation steps below are for the most common WhatsUp Gold installation. The
screens and steps that display during the installation process may be slightly different based
on your license. For example, if you have an evaluator's license, fewer screens display,
allowing for a more simplified installation process.
Note: When IIS is detected, but not all of the required role services are installed, you will be
asked if you would like to install the IIS role services.
If you are asked to install the required role services, click Yes. The installation program
installs the required IIS components.
1
2
Read the Welcome screen and click Next. The License Agreement dialog appears.
Read the license agreement. If you accept the terms of the license agreement, select I
accept the terms of the license agreement.

To print a copy of the license agreement, click Print. The license agreement is sent to
the default printer.

3
4
If you do not accept the terms of the license agreement, click Cancel to exit the
installation program.
Click Next to continue. The License Information dialog appears.
Enter your WhatsUp Gold Activation Key or select an alternative activation method.
The following is an example of an activation key, which is made up of the serial number
and UAP and the to be entered in Activation Key.
Serial Number (15
characters)
UAP (8 characters)
Activation Key (23 characters)
01MTBDK5TN99NQ1
XKQKC966
01MTBDK5TN99NQ1XKQKC966
5 Click Next to continue. The WhatsUp Gold Welcome screen specific to the edition you
are activating appears.
6 Clear Hide advanced installation options. This option must be cleared in order for you
to use the advanced installation options.
7
Installing and Configuring WhatsUp Gold v16.2
7
Click Next to continue. The Installation Options dialog where you elect to install a new
copy of Microsoft SQL Server or select an existing installation appears.
8 Select one of the Microsoft SQL Server Installation options.
Note: If you want to use and existing local or remote installation of Microsoft SQL Server
2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server 2012 in support of
WhatsUp Gold, select the option allowing you to choose an existing Microsoft SQL Server
2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server 2012 database. You
must enter the SQL Server manually as the WhatsUp Gold installer does not currently
support browsing.
9 Click Next to continue.
10 If you selected to install Microsoft SQL Server 2008 R2 Express Edition on the local
machine, the Enter Microsoft SQL Server 2008 R2 Express Edition Paths dialog appears.
Perform the following:
a) Select the install directories for Microsoft SQL Server 2008 R2 Express Edition. The
application and data files are installed in default directories. To change the locations,
click Browse to find and select a different directory for the application files or the data
files.
Important: Make sure that you have a large capacity drive selected for data storage. The
data files for WhatsUp Gold can reach a maximum size of 22 GB.
Important: During the initial installation, databases are created for WhatsUp Gold Flow
Monitor. These initial databases are limited in size, but are increased the first time the Flow
Monitor collector initializes. If at least 16 GB of disk space are available when the collector
initializes, the maximum size of the Flow Monitor databases is increased to 4 GB each (16 GB
total including transaction logs). If less than 16 GB is available, the maximum size of the Flow
Monitor databases is limited proportionately to the amount of free disk space. If your license
includes WhatsUp Gold Flow Monitor, we strongly recommend that you verify that you have
at least 16 GB of free disk space before installing.
b) Click Next. The Specify the SQL "sa" Account Password dialog appears.
c) Specify and confirm a Password for the "sa" account. You also have the option to
Keep the default password.
Important: If you want to change the SQL Server user account, the account you want to use
must have the same permissions as the 'sa' account. The password you create must meet
any password complexity rules enforced by the local server or domain.
11 Click Next to continue. The Installation Options dialog where the WhatsUp and NetFlow
database names are set appears.
12 Type any changes you want to make to the WhatsUp database and Netflow database
names.
8
Installing and Configuring WhatsUp Gold v16.2
Note: Please note the following regarding the WhatsUp and Netflow database names:
- The database names must be in English and must use alpha-numeric characters (A-Z,a-z,09 and the underscore character "_" ).
- You can only change the default database names during the initial WhatsUp Gold
installation. You cannot change the names of these databases following the initial
installation.
- The default database name for the WhatsUp Gold database is WhatsUp, and the default
name for the Flow Monitor database is Netflow.
- The Netflow Archive database will use the Flow Monitor database name with the letters 'Ar'
appended to the end. The default name for the Flow Monitor Archive database is
NFArchive.
13 Click Next to continue. The Installation Options dialog where the SQL Server login is
created appears.
14 Specify and confirm a Password for WhatsUp Gold to use when accessing the database.
15 Click Next to continue. The Installation Options dialog where you select the installation
directory appears.
16 Select the installation directory for the WhatsUp Gold application files.
The default path is C:\Program Files\Ipswitch\WhatsUp. We recommend that you
use the default path.
Tip: The Program Files directory path may vary if on a 64 bit system (for example, Program
Files (x86)). You can install WhatsUp Gold to a different location. To select a different
location, click Change.
Note: If the installation program detects data from a previous installation of WhatsUp Gold,
the Backup Web and Report Files dialog appears. We recommend that you select Back up
the existing Web and report files, then click Next.
17 Click Next to continue. The Installation Options dialog where you choose the TCP port
for use by IIS appears.
18 Choose a TCP port for the WhatsUp Gold web site. The installation program creates an
IIS web site using this port. The default port is 80.
19 Click Next. The Specify a Windows user account and password dialog appears.
20 Specify a User Name for the Windows user account and enter and confirm a Password.
21 Click Next to continue. The Installation Summary dialog appears.
22 Click Proceed. The WhatsUp Gold install program begins the installation. When the
installation program completes, the InstallShield Wizard Complete dialog appears.
23 Click Finish. The setup program closes. The WhatsUp Setup will appear, and the
WhatsUp Gold Web interface will appear.
9
Installing and Configuring WhatsUp Gold v16.2
Activating WhatsUp Gold for new or upgraded
licenses
If WhatsUp Gold is installed using the installation application downloaded from the Web link
provided in the purchase confirmation email, the program is fully functional immediately
after installation.
If the license is not automatically activated during the installation or if you are upgrading
from a previous version, you can manually activate WhatsUp Gold.
Important: Make sure that you activate WhatsUp Gold before starting the application. If the
application is not activated before the polling engine is started, the engine will not start and
a message telling you that the license has expired is written to the log. The application is not
functional until after it has been activated.
To activate WhatsUp Gold manually:
Note: Before you start the manual activation process, make sure that you have your product
Activation Key available to use in the activation program.
1
Click Start > Programs > Ipswitch WhatsUp Gold > Manage WhatsUp Gold License.
The activation program appears.
- or If you run the WhatsUp Gold console at the end of the installation, it displays an Invalid
License dialog. Click Purchase/Unlock to start the license activation process.
2 Follow the onscreen instructions to complete the product activation.
Note: When the activation is complete, a confirmation page indicates the license has been
activated. If the activation does not complete successfully, you may be behind a proxy or
firewall that is blocking the activation request. In this case, click Offline, then follow the
onscreen instructions.
For more help and information about licensing, go to the WhatsUp Customer Portal
(http://www.whatsupgold.com/wugCustPortal).
Note: To send Ipswitch anonymous information about WhatsUp Gold usage and
performance, check the Help us to improve WhatsUp Gold by sending anonymous usage
statistics box.
Tip: You can view information about your installation via the About WhatsUp Gold dialog,
located on both the console (Help > About WhatsUp) and web interface (Application
Settings > About WhatsUp Gold). The About WhatsUp Gold dialog displays your license
type, serial number, product edition, registered user, maximum devices. From the About
WhatsUp Gold dialog, you can view the plug-in licensing information.
10
Installing and Configuring WhatsUp Gold v16.2
Important: WhatsUp Gold first attempts to perform online activation over the same port (80)
Internet browsers use by default. If the direct connection cannot be established, WhatsUp
Gold looks for proxy settings on the computer and attempts to perform online activation
though defined proxy servers. Many internet service providers use proxy servers. If no
connection can be established at all, or if the product still does not succeed in connecting
through a proxy server, then the user must perform offline activation through one of two
methods:
1. If your browser is able to connect to the Ipswitch offline activation service on the WhatsUp
Gold Customer Portal (http://www.whatsupgold.com/wugCustPortal), offline activation can be
completed without moving to another computer. Offline activation instructions are
provided by the product and are also available on the WhatsUp Gold Customer Portal
(http://www.whatsupgold.com/wugCustPortal).
2. If your browser is unable to establish a connection to the offline activation service, offline
activation can be completed using another computer connected to the Internet. Using this
method, you must copy and transfer the offline activation files between the computers as
directed.
Upgrading WhatsUp Gold
WhatsUp Gold v16 supports direct upgrade installations from WhatsUp Gold v14.x or v15.x.
The installation program delivers new application files and upgrades the database. The
installation program automatically upgrades databases on Microsoft SQL Server Desktop
Edition, Microsoft SQL Server 2008 R2 Express Edition, Microsoft SQL Server 2005, and
Microsoft SQL Server 2008 or 2008 R2.
Note: If you are using Microsoft SQL Server 2000, you must upgrade to Microsoft SQL Server
2005, Microsoft SQL Server 2008 or 2008 R2, or Microsoft SQL Server Cluster 2005, 2008, 2008
R2, or 2012 prior to upgrading WhatsUp Gold. Microsoft SQL Server 2000 is no longer
supported by WhatsUp Gold.
If the database is currently hosted on Microsoft SQL Server 2008 R2 Express Edition and you
want to migrate your database to Microsoft SQL Server 2008 R2 or Microsoft SQL Server
Cluster 2008 R2, complete the upgrade on the existing database, then follow the steps
outlined in the WhatsUp Gold Database Migration Guide
(http://www.whatsupgold.com/wugdbmg_161).
To upgrade WhatsUp Gold:
Note: To launch the WhatsUp Gold installation program, you must run WhatsUp Setup. For
more information see Running WhatsUp Setup (on page 3).
On the WhatsUp Setup Install Options dialog, select the WhatsUp Gold version you want to
which you want to upgrade. The status will show a message detailing the version being
upgraded.
11
Installing and Configuring WhatsUp Gold v16.2
Note: When IIS is detected, but not all of the required role services are installed, you will be
asked if you would like to install the IIS role services.
If you are asked to install the required role services, click Yes. The installation program
installs the required IIS components.
Note: You will need to install IIS if you are upgrading from a WhatsUp Gold installation that
uses the WhatsUp Gold web server, as it is no longer supported, or if you are installing on
Windows Server 2003 (you must install IIS6 for Windows Server 2003). When installing on
operating systems that support IIS7, the installation program will automatically install IIS7 if
it is not installed.
1
The Welcome dialog appears. It provides the WhatsUp Gold version to which the setup
program will upgrade the installed WhatsUp Gold system.
Read the Welcome screen and click Next.
2
3
Click Next. The License Agreement dialog appears.
Read the license agreement. If you accept the terms of the license agreement, select I
accept the terms of the license agreement.

To print a copy of the license agreement, click Print. The license agreement is sent to
the default printer.

If you do not accept the terms of the license agreement, click Cancel to exit the
installation program.

To send Ipswitch anonymous information about WhatsUp Gold usage and
performance, check the Help us to improve WhatsUp Gold by sending anonymous
usage statistics box.
Click Next. The Back Up Existing Database dialog appears.
4 Since the installation program makes changes to the WhatsUp Gold database, we
strongly recommend that you select Yes, back up the existing database.
5
Click Next. The Back Up Web and Report Files dialog appears.
If you have modified any of the Web or Report files, select Back up the existing Web
and report files. If this option is selected, the existing Web and report files are copied to
a backup folder before the upgrade begins. We recommend that you select this option.
Click Next. The Choose Port dialog appears.
6 Choose a TCP port for the WhatsUp Gold web site. The installation program creates an
IIS web site using this port. The default port is 80.
7
8
Click Next. The Ready to Install the Program dialog appears.
Click Install. The installation program upgrades the necessary components.
Click Finish.
12
Installing and Configuring WhatsUp Gold v16.2
Updating user accounts after upgrade
When upgrading from WhatsUp Gold v14.x or earlier to WhatsUp Gold v15.0 or later, user
accounts that had been granted the Manage User user right may not have access to portions
of the web interface, such as the Admin Panel on the Admin tab. It may appear as if these
user accounts have all of the available user rights, however the user account does not actually
have any of the new user rights released in the WhatsUp Gold v15.0 or later releases, and the
account will need to be updated before the user rights actually assigned to the user account
are displayed properly.
To update a user account following upgrade:
1 Navigate to the Manage Users dialog (Admin > Manage Users)
2 Select the user account you want to update, then click Edit. The Edit User Account
dialog appears.
3 Without making any changes, click OK. The user account is updated
4 Log out of the WhatsUp Gold web interface, then log back in to the WhatsUp Gold web
interface.
5 Verify that the user account displays the user rights actually assigned to the account.
Repairing WhatsUp Gold
Note: To launch the WhatsUp Gold installation program, you must run WhatsUp Setup. For
more information see Running WhatsUp Setup (on page 3).
To repair WhatsUp Gold:
1 On the WhatsUp Setup Install Options dialog, select the WhatsUp Gold version you want
to which you want to repair. Continue with WhatsUp Setup using instructions provided
in Running WhatsUp Setup (on page 3). The Welcome dialog of the WhatsUp installation
program will appear.
2 Select Repair to reinstall all program features installed by the previous setup.
Tip: Select Remove to uninstall WhatsUp Gold.
Click Next. The Back Up Existing Database dialog appears.
3 Since the installation program makes changes to the WhatsUp Gold database, we
strongly recommend that you select Yes, back up the existing database.
Click Next. The Back Up Web and Report Files dialog appears.
4 If you have modified any of the Web or Report files, select Back up the existing Web
and report files. If this option is selected, the existing Web and report files are copied to
a backup folder before the upgrade begins. We recommend that you select this option.
Click Next. The Setup Type dialog appears.
13
Installing and Configuring WhatsUp Gold v16.2
5
Select Repair IIS configuration to repair the current IIS configuration.
Tip: Select Don't change current IIS configuration, if you do not want to change the
current IIS configuration.
6
Click Next. The Ready to Install the Program dialog appears.
Click Finish.
Uninstalling WhatsUp Gold
To uninstall WhatsUp Gold:
1 Launch the install program from the WhatsUp Setup:
a) Run the WhatsUp Setup. For more information, see Running WhatsUp Setup (on page
3). On the Install Options dialog, select the WhatsUp Gold product option, then click
Next.
Note: The WhatsUp Setup program detects any currently installed Ipswitch WhatsUp
branded software and determines which installation options are available (New Installation,
Upgrade, Repair or Un-install). This information is displayed to the right of the product
name and version.
b) On the License Information dialog, select Use existing installed license, then click
Next.
c) On the Installation Summary dialog, ensure that the currently installed version of
WhatsUp Gold is displayed as the product selected for repair or uninstall, then click
Next. The Welcome dialog of the Whatsup Gold Installation program will appear.
d) Select Remove to uninstall WhatsUp Gold.
Tip: Select Repair to reinstall all program features installed by the previous setup.
e) Click Next.
2
- OR Launch the install program from the Programs and Features dialog:
a) Navigate to the Control Panel dialog (Start > Control Panel).
b) Click Uninstall a Program. The Uninstall or change a program dialog will appear and
populate with all of the installed programs.
c) Select the version of Ipswitch WhatsUp Gold you want to uninstall.
d) Click Uninstall. The Whatsup Gold installation program will appear.
14
Installing and Configuring WhatsUp Gold v16.2
3
Select one of the following options:

If you want to remove WhatsUp Gold but maintain your configuration data, select
Keep my configuration data, but uninstall Ipswitch WhatsUp Gold v16.2. The
configuration data includes device definitions, custom monitors, users, recurring
reports and historical poll data.

If you want to remove your configuration data and uninstall Ipswitch WhatsUp Gold
v16.2, select Remove my configuration data and uninstall Ipswitch WhatsUp Gold
v16.2.

If you selected Remove my Configuration data and uninstall Ipswitch WhatsUp
Gold v16.2 and you want to remove the WhatsUp SQL Server Express Edition instance
created during the install, select Also, remove the WhatsUp instance of SQL Server
Express.
Caution: Selecting Remove my Configuration data and uninstall Ipswitch WhatsUp Gold
v16.2 will delete the WhatsUp Gold database. If you remove the configuration data, it
cannot be recovered. However, if you maintain your configuration data, you can reinstall
WhatsUp Gold and restore the saved configuration. If you remove the WhatsUp instance of
SQL Server Express, any other database created on the instance will be lost.
4
A confirmation screen will appear.
Click Yes to remove WhatsUp Gold. The Setup Status dialog appears.
5
The setup status dialog shows the status of the uninstall. When the uninstall is complete,
the Uninstall Complete dialog appears.
Select Yes, I want to restart my computer now.
Click Finish. The Uninstall Complete dialog closes and your computer will shutdown and
restart.
About device count limits
WhatsUp Gold is licensed by the number of monitored devices. After the maximum number
of monitored devices has been reached, you must add additional device counts to your
WhatsUp Gold license.
To view the number of devices your license allows and the number of devices you have
currently configured:
1 From the console, select Help > About WhatsUp. The About WhatsUp dialog appears.
- or From the web interface, select Help > About WhatsUp. The About WhatsUp dialog
appears.
2
15
Installing and Configuring WhatsUp Gold v16.2
Maximum Devices indicates the number of devices your license allows you to monitor.
The total number of devices currently configured in WhatsUp Gold is indicated in the
first paragraph.
Tip: You can upgrade your license to include more devices through the WhatsUp Customer
Portal (http://www.whatsupgold.com/wugCustPortal).
About the Status Tray (WhatsUp Gold Status Center)
and Desktop Actions applications
WhatsUp Gold installs two task bar icons on your computer; the Status Tray icon, now called
the WhatsUp Gold Status Center, and the Desktop Actions icon.
WhatsUp Gold Status Center
The WhatsUp Gold Status Center icon
automatically displays popup messages about
WhatsUp Gold polling activity as they are generated.
To configure WhatsUp Gold Status Center preferences:
1 Click on the icon to launch a dialog that reports the message server status and the
number of status messages that are available.
2 Click Advanced View to open the WhatsUp Gold Status Center configuration dialog.

On the Messages tab, you can click Clear All to delete current status messages.

On the Message Settings tab, you can select the desired check boxes to enable and/or
filter message types.

On the Poller Configuration tab, you can modify the Service Bus IP and the Service
Port for the local poller.
Note: If the Service Bus IP or the Service Bus IP is changed, click Save and Restart to save
changes and restart the polling controller.
3
Close the dialog to save any changes made to the Message Settings.
Desktop Actions
The Desktop Actions icon
displays to indicate that the application for Sound and Text-toSpeech actions is turned on.
Note: Desktop Actions must be running for the Sound and Text-to-Speech actions to work.
To turn off the Desktop Actions icon
, right-click the icon, then click Close.
16
Installing and Configuring WhatsUp Gold v16.2
Note: Sound and Text-to-Speech actions are disabled when you close the Desktop Actions
icon.
Installing IIS on Windows Server 2003
Use the following procedure to enable the required IIS Web Extension and install IIS if it has
not been installed.
The required Web Extension is Active Server Pages (ASP).
Note: You will need to provide your Windows Server 2003 Enterprise x64 Edition CD-ROM to
copy files necessary to install IIS.
To install IIS and the required Web Extensions on Windows Server 2003:
1 Install Internet Information Services (IIS).
a) Navigate to the Programs and Features dialog (Start > Settings > Control Panel >
Add or Remove Programs). The Add or Remove Programs dialog appears.
b) From the pane on the left side of the window, select Add/Remove Windows
Components. The Windows Components Wizard appears.
c) Select Application Server.
Note: You will need to provide your Windows Server 2003 Enterprise x64 Edition CD-ROM to
copy files necessary to install IIS.
d) Click Next. Setup installs IIS.
2 Allow Active Server Pages as a Web Service Extension.
a) Navigate to the Internet Information Services (IIS) Manager. (Start > Settings >
Control Panel > Administrative Tools > Internet Information Services (IIS)
Manager). The Internet Information Services Manager appears.
b) Select Web Service Extensions in the left pane. The Web Services Extensions dialog
appears in the right pane.
c) Select Active Server Pages, and click Allow. The Active Server Pages extension is
allowed.
3 Close the IIS Manager. You can now run the WhatsUp Gold installation program.
17
Installing and Configuring WhatsUp Gold v16.2
Using Windows Authentication for remote database
access
Prerequisites
Before you begin, you must have access to the following:

Remote Microsoft SQL Server server

Computer on which to install WhatsUp Gold
Note: The computer on which you are going to install WhatsUp Gold must be on the same
domain as the Microsoft SQL Server server.

Domain user account (called user1 in this example)
For details regarding minimum hardware and software requirements, see System
Requirements.
Overview
To configure a WhatsUp Gold installation to use Windows Authentication for remote
Microsoft SQL Server database access:
1
2
3
4
5
6
7
8
9
Add the domain user to the Local Administrator group on the machine that will host
WhatsUp Gold.
Add the domain user to the Local Administrator group on the machine that is hosting
Microsoft SQL Server.
Add the domain user (e.g. user1) to the Microsoft SQL Server database using the Login
dialog.
Assign the same permissions that are assigned to the Microsoft SQL Server 'sa' user to
the Domain User (user1) in the Microsoft SQL Server database.
Install WhatsUp Gold with a local Microsoft SQL Server 2008 R2 Express Edition
database.
Run the Database Configuration utility and configure the WhatsUp Gold database
connection to connect to the remote database using WIndows Authentication.
Configure the ODBC driver to connect to the remote database using Windows
Authentication.
Configure IIS to use the Domain User for the NMConsole application pool and change
the anonymous access user account to the Domain User for the WhatsUp Gold web site.
Configure the Ipswitch Services Control Manager to use the Domain User to run the
WhatsUp Gold processes.
18
Installing and Configuring WhatsUp Gold v16.2
Creating and adding the domain user to the WhatsUp Gold and
Microsoft SQL Server host machines
To add the domain user to the Local Administrators group on the machine that will host
WhatsUp Gold:
1 Log in to Windows as a local administrator on the machine that will host WhatsUp Gold.
2 Create the domain user, or otherwise determine which domain user (e.g. user1) you
want WhatsUp Gold to connect to the remote Microsoft SQL Server database.
Use the following steps to create a domain user:
a) Open Microsoft Management Console by clicking the Start button , typing mmc into
the Search box, and then pressing ENTER. If you are prompted for an administrator
password or confirmation, type the password or provide confirmation.
b) In the left pane of Microsoft Management Console, click Local Users and Groups.
c) Click the Users folder.
d) Click Action, and then click New User.
e) Type the appropriate information in the dialog box, and then click Create.
3
f) When you are finished creating user accounts, click Close.
Add the selected domain user (e.g. user1) to the Local Administrator group.
a) In the left pane of Microsoft Management Console, click Local Users and Groups.
b) Double-click the Groups folder.
c) Right-click the Local Administrator group, and then click Add to Group.
d) Click Add, and then type the name of the user account.
e) Click Check Names, and then click OK.
4 Restart the computer (optional, but recommended).
To add the domain user to the Local Administrators group on the machine that is
hosting the Microsoft SQL Server database:
1 Log in to Windows as a local administrator on the machine that is hosting the Microsoft
SQL Server database.
Note: The MSSQL server must be on the same domain as the WhatsUp Gold server.
2
Add the selected domain user (e.g. user1) to the Local Administrator group.
a) In the left pane of Microsoft Management Console, click Local Users and Groups.
b) Double-click the Groups folder.
c) Right-click the Local Administrator group, and then click Add to Group.
d) Click Add, and then type the name of the user account.
e) Click Check Names, and then click OK.
3 Restart the computer (optional, but recommended).
19
Installing and Configuring WhatsUp Gold v16.2
Adding the domain user as a Microsoft SQL Server database user
To create a SQL Server login that uses Windows Authentication (SQL Server
Management Studio)
1 Launch the SQL Server Management Studio.
2 Add the domain user:
a) In SQL Server Management Studio, open Object Explorer and expand the folder of the
server instance in which to create the new login.
b) Right-click the Security folder, select New, and then click Login.
c) On the General page, enter the domain user name (e.g. user1) in Login name.
d) Select Windows Authentication.
e) Click OK.
3 Provide the domain user (e.g. user1) with the same permissions as the Microsoft SQL
Server system administrator (sa) user. The following is a guideline that provides the most
common settings for the 'sa' user.

On the Server Roles page, select the sysadmin role.

On the User Mapping page - Select the db_owner role membership for each database.
If you do not wish the domain user to have access to a specific database, do not
provide db_owner (dbo) role membership for that database.

On the Status page in the Settings menu:

4
Select Grant for Permission to connect to database engine.
 Select Enabled for Login.
Save your changes and exit SQL Server Management Studio.
Installing WhatsUp Gold and configuring the connection to the
remote database
To configure WhatsUp Gold and connect to the remote database:
1 Log in to the machine that you using the domain user (e.g. user1) on the WhatsUp Gold
server.
2 Install WhatsUp Gold. Use all of the default settings, allowing the Microsoft SQL Server
2008 R2 Express Edition database to install locally.
Note: Because of service dependencies, you must allow the local database to install and run.
It is possible remove this dependency later.
3
After the WhatsUp Gold installation completes, run RemoteDBConfig.exe, using
Windows authentication, and point it at the remote database server. (Start > Programs
> Ipswitch WhatsUp Gold v16.2 > Utilities > Database Configuration Utility)
a) Locate the RemoteDBConfig.exe file in the default location: C:\Program Files
(x86)\Ipswitch\WhatsUp, or in the custom location where you installed WhatsUp
Gold.
b) Double-click the RemoteDBConfig.exe file. The Database Connection dialog
appears.
20
Installing and Configuring WhatsUp Gold v16.2
c) Check to make sure the Server Name is correct for the location of your local SQL server
for WhatsUp Gold.
d) Browse for the remote SQL server you want to use.
e) In the Authentication section, select Windows Authentication.
Note: You must be logged in as the domain user (e.g. user1).
f) Click Connect.
g) Click Continue to update the databases.
h) Click Finish to exit.
Note: If you see BCP errors, delete the WhatsUp and NetFlow databases on the remote SQL
server and try running RemoteDBConfig.exe again.
Set up the ODBC connection on the machine hosting WhatsUp Gold
1
Set up the ODBC connection to use Windows Authentication and the remote SQL
database server.
a) On 32-bit systems, click Start > Settings > Control Panel, then double-click the 32bit
ODBC icon.
- or On 64-bit systems, locate the C:\Windows\SysWOW64 folder, and double-click the
ODBCAD32.exe icon.
b) Select the System DSN tab.
c) Select NetFlow.
d) Click Configure.
e) Select the remote SQL server from the Server list.
f) Click Next.
g) Select With Windows NT authentication using the network login ID.
h) Continue clicking Next, accepting the current settings. Save the changes and exit.
i)
Repeat steps b through g for all other sources.
Configure WhatsUp Gold to use Windows Authentication
1
Run NmConfig.exe to configure WhatsUp Gold to use Windows authentication:
a) Click Start > Programs > Ipswitch WhatsUp Gold > Utilities > Database
Configuration Utility.
b) Select Use Windows Authentication.
c) Click Connect.
d) Ensure Restart the WhatsUp services after the update is selected.
e) Click Save.
21
Installing and Configuring WhatsUp Gold v16.2
Configure IIS on the machine hosting WhatsUp Gold
For operating systems that use IIS6, you must add the domain user account to the IIS_WPG
group and change the identity for the NmConsole application pool to the domain user, and
configure the account used for anonymous authentication to the domain user (e.g. user1).
For operating systems using IIS7, you only need to change the identity for the NmConsole
application pool, and configure the account used for anonymous authentication. The
following procedures provide information on performing these tasks.
To add the domain user account (e.g. user1) to the IIS_WPG group on IIS6
1 On the desktop, right-click My Computer, and then click Manage.
2 In the Computer Management screen, under System Tools, expand Local Users and
Groups, and then click Groups.
3 Right-click the IIS_WPG group, and then click Add to Group.
4 In the IIS_WPG Properties dialog box, click Add.
5 In the Select User, Computers, or Groups dialog box, in the Enter the object names
to select box, type the account name on which you want your worker process to run
(e.g. <Web domain>\user1), and then click OK.
6 In the IIS_WPG Properties dialog box, click OK.
7 Close the Computer Management screen.
To change the identity for the NmConsole application pool on IIS6
1 To change the account under which an application pool runs using IIS Manager
2 In IIS Manager, expand the local computer, expand Application Pools, right-click the
NmConsole application pool, and then click Properties.
3 Click the Identity tab, and click Configurable. Configurable refers to registered user
names.
4 In the User name and Password boxes, type the user name and password of the
domain account (e.g. user1).
5 Click OK.
To change the identity for the NmConsole application pool on IIS7
1 Open IIS Manager. (Control Panel > System and Security > Administrative Tools >
Internet Information Services (IIS) Manager)
2 In the Connections pane, expand the server node and click Application Pools. The
Application Pools list populates.
3 On the Application Pools page, select the NmConsole application pool, and then click
Advanced Settings in the Actions pane. The Advanced Settings dialog appears.
4 Select the Identity property under the Process Model heading, and then click the ...
browse button. The Application Pool Identity dialog appears.
5 Select Custom account and click Set. The Set Credentials dialog appears.
6 Type the domain account name in the User name box (e.g. user1)
7 Type and confirm the password for the domain account (e.g. user1) in the Password text
box
8 Click OK. The Set Credentials dialog closes.
9 Click OK. The Application Pool Identity dialog closes.
10 Click OK. The Advanced Settings dialog closes.
11 Exit the IIS Manager application.
22
Installing and Configuring WhatsUp Gold v16.2
To configure the account used for Anonymous authentication on IIS 6.0:
1 In IIS Manager, expand the local computer, right-click the WhatsUpGold website, and
then click Properties. THe WhatsUpGold Properties dialog appears.
2 Click the Directory Security tab.
3 In the Authentication and access control section, click Edit. The Authentication Methods
dialog appears.
4 Select the Enable anonymous access check box.
5 Type the valid Windows user account you want to use for Anonymous access, or click
Browse to locate it.
6 Click OK. The Authentication Methods dialog closes.
7 Click OK. THe WhatsUpGold Properties dialog closes.
8 Exit the IIS Manager application.
To configure the account used for Anonymous authentication on IIS 7.0:
1 Open IIS Manager (Control Panel > System and Security > Administrative Tools >
Internet Information Services (IIS) Manager).
2 Click the Features View tab, double-click Authentication. The Authentication page
appears.
3 On the Authentication page, select Anonymous Authentication.
4 In the Actions pane, click Edit. The Edit Anonymous Authentication Credentials dialog
appears.
5 Select Specific user, then click Set. The Set Credentials dialog appears.
6 Type a user name and password for the identity.
7 Click OK. The Set Credentials dialog closes.
Important: If you use the Network Service account, you grant anonymous users all the
internal network access associated with that account.
8
9
Click OK to close the Edit Anonymous Authentication Credentials dialog box.
Exit the IIS Manager application.
Configure the Ipswitch Service Control Manager service to run under
the domain user
To configure services on the WhatsUp Gold server:
1 Log in to the WhatsUp Gold server as user1.
2 Click Start and type services.msc. Press Enter. The Services dialog appears.
3 Locate Ipswitch Service Control Manager in the Name column and right-click it.
4 Select Properties from the list. The Properties dialog for the service appears.
5 Click the Log On tab.
6 Select This account.
7 Type or browse for user1. Enter and confirm the password for the user1 account.
8 Click OK.
23
Installing and Configuring WhatsUp Gold v16.2
Finding more information and updates
Following are information resources for WhatsUp Gold. This information may be periodically
updated and available on the WhatsUp Gold web site
(http://www.whatsupgold.com/support/index.aspx).

Release Notes. The release notes provide an overview of changes, known issues, and
bug fixes for the current release. The notes also contain instructions for installing,
upgrading, and configuring WhatsUp Gold. The release notes are available at Start >
Programs > Ipswitch WhatsUp Gold > Release Notes or on the WhatsUp Gold web
site (http://www.whatsupgold.com/WUG162releasenotes).

Application Help for the console and web interface. The console and web help
contain dialog assistance, general configuration information, and how-to's that
explain how to use the features. The Table of Contents is organized by functional
area, and can be accessed from the main menu or by clicking Help in the console, or
the ? icon in the web interface.

Getting Started Guide. This guide provides an overview of WhatsUp Gold,
information to help you get started using the application, the system requirements,
and information about installing and upgrading. The Getting Started Guide is
available on the WhatsUp Gold web site (http://www.whatsupgold.com/wug161gsg).

WhatsUp Community. WUGspace is a WhatsUp Gold IT community centered around
valuable technical content for network engineers, IT managers, Architects, and
System Administrators. Visit the community for additional product information and
help, learn from other users, submit product ideas, and more. Visit the WhatsUp Gold
forum on the WUGspace community site (http://www.whatsupgold.com/wugspace).

Additional WhatsUp Gold resources. For a list of current and previous guides and
help available for WhatsUp Gold products, see the WhatsUp Gold web site
(http://www.whatsupgold.com/support/guides.aspx).

Licensing Information. Licensing and support information is available on the
WhatsUp Customer Portal (http://www.whatsupgold.com/wugCustPortal). The web
portal provides enhanced web-based capabilities to view and manage Ipswitch
product licenses.
Technical Support. Use the WhatsUp Gold Support Site for a variety of WhatsUp
Gold product help resources. From here you can view product documentation, search
Knowledge Base articles, access the community site for help from other users, and get
other Technical Support information. The Support Site is available on the WhatsUp
Gold web site (http://www.whatsupgold.com/support/index.aspx).

24
Installing and Configuring WhatsUp Gold v16.2
Copyright notice
©1991-2013 Ipswitch, Inc. All rights reserved.
This document, as well as the software described in it, is furnished under license and may be
used or copied only in accordance with the terms of such license. Except as permitted by
such license, no part of this publication may be reproduced, photocopied, stored on a
retrieval system, or transmitted, in any form or by any means, electronic, mechanical,
recording, or otherwise, without the expressed prior written consent of Ipswitch, Inc.
The content of this document is furnished for informational use only, is subject to change
without notice, and should not be construed as a commitment by Ipswitch, Inc. While every
effort has been made to assure the accuracy of the information contained herein, Ipswitch,
Inc. assumes no responsibility for errors or omissions. Ipswitch, Inc., also assumes no liability
for damages resulting from the use of the information contained in this document.
IMail, the IMail logo, WhatsUp, the WhatsUp Gold logo, WS_FTP, the WS_FTP logos, Ipswitch,
and the Ipswitch logo are trademarks of Ipswitch, Inc. Portions of Telerik Extensions for
ASP.NET MVC ©2002-2012 by Telerik Corporation. All rights reserved. Other products and
their brands or company names, are or may be trademarks or registered trademarks, and are
the property of their respective companies.
This document was published on Wednesday, July 24, 2013 at 14:22.
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