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v.2.5
© 2015 Devolutions inc.
Contents
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Table of Contents
Part I Getting Started
6
.......................................................................................................................................................................................
6
1 What
is Devolutions Server?
....................................................................................................................................................................................... 7
2 Features
.......................................................................................................................................................................................
7
3 System
Requirements
Part II Management
10
.......................................................................................................................................................................................
10
1 Devolutions
Server Console
.......................................................................................................................................................................................
11
2 Web
Client
....................................................................................................................................................................................... 14
3 Authentication
.......................................................................................................................................................................................
14
4 Automatic
User Account Creation
....................................................................................................................................................................................... 15
5 Security
Security Group..........................................................................................................................................................
Managem ent
15
User Managem..........................................................................................................................................................
ent
17
Role Managem..........................................................................................................................................................
ent
19
22
Part III Installation
.......................................................................................................................................................................................
22
1 Installing
Devolutions Server
Web role - Install
pre 2012R2
..........................................................................................................................................................
22
Web role - Install
2012R2
..........................................................................................................................................................
23
Database Instance
.......................................................................................................................................................... 27
Create Devolutions
Server instance
..........................................................................................................................................................
28
.......................................................................................................................................................................................
34
2 Upgrading
Devolutions Server
38
Part IV How To
.......................................................................................................................................................................................
38
1 Configure
Client Data Source
.......................................................................................................................................................................................
39
2 Configure
Devolutions Server to use integrated security
.......................................................................................................................................................................................
39
3 Configure
SSL
Part V Support/Resources
46
.......................................................................................................................................................................................
46
1 Technical
Support
....................................................................................................................................................................................... 46
2 Troubleshooting
IIS Logging
.......................................................................................................................................................... 46
Part VI FAQ (Frequently Asked Questions)
52
Part VII Follow Us
54
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Devolutions Server
© 2015 Devolutions inc.
Getting Started
Part
I
6|
Devolutions Server
1
Getting Started
1.1
What is Devolutions Server?
Description
Devolutions Server is a self-hosted repository for storing and sharing remote
connections, credentials and sensitive information. Used in combination with a
compatible Client application, it extends the Client capabilities to create an
Enterprise wide high-end data store.
Being a repository, you absolutely must use one of our clients in order to use it.
These are:
1) Remote Desktop Manager
a) Remote Desktop Manager Enterprise - Windows Edition
b) Remote Desktop Manager Enterprise - Mac Edition
2) Password Vault Manager
a) Password Vault Manager Enterprise - Windows Edition
b) Password Vault Manager Enterprise - Mac Edition
Highlights
High-end security server for your company;
Share your sessions, credentials, sensitive data with multiple users while adhering to permissions
that you assign;
Implemented as a Web application so it can be deployed to the Web or only to your Intranet if you
prefer;
Support Windows authentication and Active Directory integration;
Client and server side caching;
100% compatible with the SQL Server data source.
Usage scenarios
There are two specific reasons to use Devolutions Server within an organization:
1. A middle layer is required in order to isolate the client applications from the database. This
may be required in order to be compliant with a security norm at the corporate or legal level.
(HIPAA, PCI, etc.)
2. The assignment of rights and permissions must come from membership in one or many AD
Groups. This allows management exclusively by assigning users in AD groups, obviously after
the linkage between the instance and the AD structure is put in place.
Installation
Please consult Installing Devolutions Server to get your system up and running.
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1.2
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Features
Overview
Features
Maximum session count
Database connection
Descriptions
Unlimited Note 1
Behind server
Caching
Server caching
Client-side caching
X
X
Multi-user support
X
Windows authentication (Active Directory)
X
Group integration (Active Directory)
X
Security management
Built-in Database user support
Security groups
Role management
Per session security access (view, add,
edit, delete)
Custom database encryption with
passphrase
Per user settings / credentials
Per machine settings / credentials
X
X
X
X
X
X
X
Connection logs
X
Document attachments: Word, Excel, PDF,
Visio ...
X
Notes
Note 1
Although we do not limit the number of sessions that you will store in your instance, there comes a point
where the performance is severely impacted by the sheer volume of data that must be exchanged
between the client and server. This is made worse by using Custom images and sizeable notes being
stored within the sessions. The solution is to balance sessions between multiple data sources, thereby
making each data source easier to handle.
1.3
System Requirements
Minimum Requirements
Microsoft .Net Framework 4.0
For operating systems, please refer to the requirements for the .Net Framework as it is the driving
force behind the requirements of our applications.
500+ MB hard drive space
64-bit Support
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Devolutions Server
Devolutions Server is compatible with all 64-bit versions of Windows.
Dependencies
Microsoft SQL Server 2008/2012/2014 (even the Express editions)
Internet Information Services (IIS) 7.0 or better
Remote Desktop Manager Enterprise - Windows Edition installed on the server.
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Management
Part
II
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Devolutions Server
2
Management
2.1
Devolutions Server Console
Description
Because Devolutions Server is in fact a web application, the management interface is provided by
Remote Desktop Manager Enterprise - Windows Edition. A single license of that product will be
provided if your existing licenses do not already include that product. The management interface is
called the Devolutions Server Console.
Console
1. Because the Devolutions Server Console in fact manages the IIS metabase, Remote Desktop
Manager Enterprise - Windows Edition must be started with elevated privileges when the console
needs to be used. Elevated privileges are granted when you use "Run as Administrator" to
launch the application. You can modify the shortcut to always start it in this fashion if you prefer.
2. Select Tools - Devolutions Server Console
Menu
Devolutions Server Console
Actions
New
Modify
Delete
Refresh
Upgrade
Manage Users
Manage Groups
Manage Roles
View web client
View Logs
Explore Content of web site directory
Register the Devolutions Server as a Data Source.
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Web Client
Description
Because of documented vulnerabilities of web browsers, particularly their extensions, we do not perform
any password decryption in a web browser. The web interface is feature-limited purposefully and you
must use the client to perform any modification to entries.
Home page
Open a browser to the URL that you have chosen for your Devolutions Server instance. If you have
followed the default settings for a first installation, it should normally be available at http://localhost/dvls.
Web client
View/Modify Sessions
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Devolutions Server
View /Modify sessions
View/Modify Users
View /Modify users
View/Modify Security Groups
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View /Modify security groups
View/Modify Account
View /Modify account
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2.3
Devolutions Server
Authentication
Description
Devolutions Server supports multiple authentication models.
Authenticate with Devolutions Server user
The ASP.NET membership framework is used to authenticate the user with its hashed password in
the database.
Authenticate with domain user
The server hosting the instance must be joined to a domain in order to achieve domain
authentication at this time.
The domain is used to authenticate the user. The domain authentication is the most secure, flexible
and easiest to manage. No need to sync users between the domain and Devolutions Server. On first
use of the Devolutions Server data source, the user will be created and be given access rights
according to their role in the organization as defined on the domain. Make sure you grant appropriate
permissions to your domain roles in Devolutions Server.
Authenticate with local machine user
The application allows a local user (on the Devolutions Server host) to be authenticated into the
instance, even through the web interface.
Authenticate with database user
The application allows SQL Server user accounts to authenticate on the Devolutions Server instance.
2.4
Automatic User Account Creation
Description
When using authentication models other then Active Directory, obviously a user account needs to be
created beforehand in order to grant access to the system.
When you are using Active Directory authentication, two choices are offered to you:
1. You can choose to create the user account manually, just as with the other authentication
models; or
2. Enable Automatic Account Creation, and let Devolutions Server create user accounts as soon
as they are authenticated by the domain you've linked the instance to.
After the account is created, rights and permissions are assigned either manually to the user account, or
through membership in AD groups for which you have created a role mapping.
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User accounts created by the server have no rights other then logging on the system.
They will be able to see and edit the objects that have no security defined. You must
ensure that all sessions are protected, typically this is achieved by ensuring that all root
level folders have a security group assigned to them.
Depending on the authentication mode used, the user name may be prefixed by the domain name, and
the exact naming convention is controlled by the domain. For instance, for a WINDJAMMER domain
that is registered as windjammer.loc, we have no way of knowing beforehand what form will be reported
by the AD services. It is recommended to always enable both Devolutions Server authentication initially
and create an Administrator account for the initial phase of implementation.
2.5
Security
Description
The Security section of the Devolutions Server Console allows you to manage your instance. These
management features are exactly the same as the one offered under the Administration tab of the
various Desktop Clients, when they are connected to that instance as a Data source.
Since the latter is the one you will spend most of your time using, whenever a new instance is created,
we recommend creating an administrative user, then register the instance as a data source in your
Desktop Client of choice. This will bring you in a more familiar territory and will help you get around more
quickly.
If you are indeed using full AD integration, whereas the assignment of permissions comes mostly from
AD Group membership, then the roles are the mechanism that make this work.
The sections below are to cover the basic management features if you cannot use a desktop client.
Security Group Management
User Management
Role Management
2.5.1
Security Group Management
Description
Security Groups are used to assign a security scheme to folders or sessions. There is no direct
relationship between Active Directory and Security Groups. By default, every session is created without
a security group, and is visible to all connected users. You can grant permissions against a group to a
user account or to a role.
Steps:
1.
2.
3.
4.
Create the security groups
Assign the security group to the session
Create the required users
Link the security group to a user
Notes: All sessions without security groups are considered public.
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Devolutions Server
Creating Security Groups
Security groups are created from the menu Security Groups.
Edit the data source security groups
Enter a name and a description for the security group. The name must be unique
Security group dialog
Assigning a Security Group to a Session
Security groups can be assigned to sessions using the session's property window. Each session can
only have one security group assigned.
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Session configuration - security group
2.5.2
User Management
Description
With the Devolutions Server data source, you can create users and grant them permissions. You must
be administrator of the database to create users and assign rights. The user administration is available
from the menu Users - Add User or from the Devolutions Server Console when executed locally on the
server.
Edit the data source users
Adding a User
If you wish, you can create a user linked to a domain or a built-in user. Domain user are created
automatically the first time they log-on. They don't have any rights except what is public.
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Devolutions Server
User dialog
Linking a Security Group to a User
You can manage the rights and groups in the Permissions tab. A user with administrator rights has
access to all of the configured sessions from all groups.
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Linking a Role to a User
Roles are assigned when the user is authenticated from the Domain.
2.5.3
Role Management
Description
Role management is only available when the Domain authentication is enabled. This allows the server to
link an Active Directory (AD) group to a role in Devolutions Server. All the role settings are applied to the
users that are member of the AD group.
Edit the data source roles
Roles can be edited from the Devolutions Server Console locally on the server or from a remote data
source by using the menu Roles.
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Devolutions Server
Role editor dialog
© 2015 Devolutions inc.
Installation
Part
III
22 |
Devolutions Server
3
Installation
3.1
Installing Devolutions Server
Topology
Devolutions Server is in fact a Web application. This allows for exposing its services on the Internet or
simply on your Intranet.
The recommended topology is to use two servers: a Database server and a Web server.
Obviously, for small installations, a single server can be used, but resources will be shared between the
two roles thereby lowering performance.
Remote Desktop Manager Enterprise - Windows Edition must be installed on the web
server in order to manage the Devolutions Server web application.
It's highly recommended to enable SSL Encryption to protect communication with the
instance of SQL Server. Please follow directions on http://support.microsoft.com/kb/316898
For full active directory integration, whereas the application pool uses a domain identity, both
servers need to be joined to the domain.
How to install the server
Web Server pre-requisites
Please refer to the appropriate topic depending on the operating system of the web server.
Web role - Install pre 2012R2
Web role - Install 2012R2
Database server pre-requisites
Please refer to Database Instance
Create Devolutions Server Instance
Please refer to Create Devolutions Server instance
3.1.1
Web role - Install pre 2012R2
Description
These are the first version instructions that are applicable to server running Windows 2008 up to 2012
(R1)
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Web Server Pre-requisites
Make sure Internet Information Services is installed with all the ASP.NET requirements.
Window s features
3.1.2
Web role - Install 2012R2
Description
These instructions apply to Windows 2012 R2. Configuration of the Web server in that release is a
significant departure from previous versions.
These steps are mostly manual at this time. They were performed on a Windows 2012 R2 image that
had been installed from the DVD image and had the Windows Updates applied.
Install the Web Server Role
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Devolutions Server
Using the Roles and Features wizard, add the Web Server Role.
Add missing Role services
In the Security branch, enable the following authentication services: Basic, Digest, and Windows.
Web Server services
Add ASP.NET 4.5
Using the Roles and Features wizard, add the ASP.NET 4.5 feature
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ASP.NET 4.5
Register ASP.NET in IIS
This is easiest with the Web Platform Installer. In IIS Manager, when you select the server node, you will
see a Get New Web Platform Components. Use this to install the Web Platform Installer.
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Devolutions Server
IIS Manager w ith Com m and to install WPI
When you launch the WPI, highlight the Products category and browser for IIS: ASP.NET 4.5, Add it,
then press Install.
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WPI:ASP.NET 4.5
Allow for configuration personalization by web Applications.
New to this release, configuration is locked down at the root of the web site. Since Devolutions Server
requires specific directives, we need to allow for web applications to adapt the configuration at their level.
This is easiest when using the APPCMD executable. Open an elevated command prompt (Run As
Administrator). Set the working folder to %windir%\system32\inetsrv\ and run the following two
commands.
appcmd.exe unlock config -section:system.webServer/handlers
appcmd.exe unlock config -section:system.webServer/modules
3.1.3
Database Instance
Description
Install SQL Server Express or Standard. Download SQL Server 2014 Express from Microsoft's site.
If full integration with Active Directory is required, you can decide to only activate Windows
Authentication. Please refer to the MSDN online help for full details.
Under Windows authentication, you will have to set the Application Pool identity to an account from the
domain. We recommend creating a dedicated account for that purpose. Please refer to Configure
Devolutions Server to use integrated security for instructions that you will have to perform AFTER
creating the Devolutions Server instance.
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Devolutions Server
Devolutions Server has no requirements that would dictate what communication protocol is used, as well
as many of the options offered to you by SQL Server. As long as the client workstation can connect to
the SQL Server instance, Devolutions Server will work. Please refer to the Microsoft Documentation in
order to allow connectivity to the instance.
3.1.4
Create Devolutions Server instance
Description
The Devolutions Server product can host multiple instances that will each reside in their own Web
Application within IIS. The following steps are carried out using the Remote Desktop Manager Enterprise
- Windows Edition.
Procedure
1. Install Remote Desktop Manager Enterprise - Windows Edition on the web server. It is available
from the Download page
2. Execute Remote Desktop Manager Enterprise - Windows Edition with elevated privileges (run as
administrator).
3. Open the console by using Tools > Devolutions Server Console.
All operations done through the console are done with the credentials used to launch
Devolutions Server. If you must use other credentials then you must launch another
window session. The RunAs command does not offer the option of starting a process
with elevated privileges.
4. Deploy a new server instance.
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Devolutions Server Console
5. Configure the instance by personalizing the name and description. You must also choose the
authentication options. For the initial setup we recommend to always enable Authenticate with
Devolutions Server user. You will guarantee connectivity for the first steps and you can later disable
it.
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Devolutions Server
Devolutions Server settings
Authenticate mode
Description
Devolutions Server user
The Devolutions Server is used to authenticate the user. You must
create the initial user through the console
Domain user
The domain is used to authenticate the user.
Local machine user
The application allows a local user to be authenticated unto the server.
Database user
The database is used to authenticate the user
6. Enter a serial registration key, alternatively you can Request a trial
7. Configure the email setting. They are not validated further than verifying the presence of a string in the
host field.
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SMTP Configuration page
8. Ensure the ASP.NET State service is started or set to automatically start. The State Service is
required to maintain web session information between each call. If you press on Start ASP.NET State
Service and the response is "Service is not installed", this means that ASP.NET has not been
installed.
Auto Start Service
9. Select a zip file or use the automatic download. Choose a destination folder and an IIS virtual directory
name. The process to run Web sites has been granted the proper permissions under c:\inetput
\wwwroot, we recommend you create the Devolutions Server instance under that folder.
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Devolutions Server
Source/Destination
10. Enter the database settings and create the database. You can reuse an existing database from a
desktop applications and just upgrade it, it's 100% compatible. If you wish to use integrated security
to connect to the database please consult Configure Devolutions Server to use integrated security.
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Create a database
11. Execute the final step and deploy the server.
12. You can test the server installation by opening the URL. e.g.: http://localhost/Devolutions Server.
13. Configure users and security groups and add at least one administrator user account.
You must create an administrator account if you've enabled the Devolutions Server
Authentication model. In other cases, the account name must match with the chosen
authentication model. If you are unsure of the result, also enable Devolutions Server
authentication, create an administrator account and grant the Administration privilege to
the account.
After the successful authentication with the other model, the Devolutions Server user
account will have been created and you will be able to see how to format you account
names. You can then disable the Devolutions Server authentication model. Please
see Automatic User Account Creation
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Devolutions Server
Configure users and security groups
User and Security Managem ent
User m anagem ent form
14.Configure the data source on all the client machines.
3.2
Upgrading Devolutions Server
Upgrade
1.
2.
3.
4.
Open the Devolutions Server Console.
Select the instance that you wish to upgrade.
Click the Upgrade button.
Select upgrade source. You can either use the latest General Availability release that is available
online automatically, or specify the path to a zip file that you have downloaded yourself. Use this
© 2015 Devolutions inc.
Contents
for beta releases or for earlier versions.
Upgrade source
5. Press Next.
6. Review the summary and press Upgrade if you are satisfied.
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Devolutions Server
Upgrade com pleted successfully
© 2015 Devolutions inc.
How To
Part
IV
38 |
Devolutions Server
4
How To
4.1
Configure Client Data Source
Create Devolutions Server data source
1.
2.
3.
4.
Select File - Data Sources.
New Data Source.
Select the Devolutions Server data source.
Specify settings.
If you specify %USERDOMAIN%\%USERNAME% in the user text area, the value of the
corresponding environment variables will be used.
Data source settings
Notes
If the server is configured to only allow SSL, ensure you specify the protocol by using https:// in the
Server field.
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Configure Devolutions Server to use integrated security
Description
In order for integrated security to be used to connect to the database, you must set a domain account as
the Application pool identity.
Steps
To make these instructions simpler, we will name the domain account DBRunner, please adapt to your
requirements.
Create the DBRunner account in the domain;
Grant access to the SQL Server instance to DBRunner;
Grant access to the database to DBRunner;
In IIS Manager, expand the Application pool section and locate the application pool used by your
Devolutions Server site. Normally it has the same name;
In the advanced settings, edit the Identity setting to set the DBRunner account.
4.3
Configure SSL
Import Certificate or Create Self-Signed Certificate
1. Select the server node in the tree view and double-click the Server Certificates feature in the list view:
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Devolutions Server
Server certificates
2. Click Import Certificate... in the Actions pane Or Click Create Self-Signed Certificate... in
the Actions pane.
Follow the w izard
Create an SSL Binding
1. Select the web site in the tree view.
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Select w eb site
2. Click Bindings... in the Actions pane. This brings up the bindings editor that lets you create, edit,
and delete bindings for your Web site. Click Add... to add your new SSL binding to the site.
Add binding
3. Select https in the Type drop-down list. Select the self-signed certificate you created in the previous
section from the SSL Certificate drop-down list and then click OK.
Define https binding
4. Now you have a new SSL binding on your site.
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Devolutions Server
The new binding
Configure SSL Settings in IIS
1. Select a Devolutions Server application in the tree view.
Select application
2. Click on SSL Settings
SSL settings
3. Configure SSL settings if you want your site to require SSL, or to interact in a specific way with client
certificates. Click the site node in the tree view to go back to the site's home page. Double-click the
SSL Settings feature in the middle pane. Select Require SSL and click Apply.
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SSL settings
Modify the Devolutions Server configuration
1. Start any text editor (notepad) using right click Run as Administrator
2. Open the file "web.config" found in the Devolutions Server install directory
3. locate this line in the file
<add key="ForceHttps" value="false" />
4. Modify value from false to true
5. Save the file
Configure SSL Settings in RDM Client
1. Select File - Data Sources
2. Edit the Devolutions Server data source
3. Change the server url to start by https://
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Support/Resources
Part
V
46 |
Devolutions Server
5
Support/Resources
5.1
Technical Support
Contact Us
Holders of a valid license obtain our Extended Support plan for Devolutions Server. Please email any
questions or suggestions to [email protected] We also offer Premium support for an additional
price.
You are also encouraged to find information and ask questions in our forums at http://
forum.devolutions.net/. They contain years of relevant information and have the benefit or being enriched
for the whole community when we post an answer.
5.2
Troubleshooting
5.2.1
IIS Logging
Description
Here is the description of desired settings when we troubleshoot a performance/connectivity issue related
to the client application.
IIS Web Site Logging
1. Open IIS Manager and go in the Logging settings.
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IIS Manager
2. Click on Select Fields
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Devolutions Server
Logging panel
3. We recommend that the following fields be selected:
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Field selection dialog
Application pool recycle
The application pool that is in fact running the instance can be restarted for a multitude of reasons. It
may be useful to know when those recycles occur as well as the reasons. Go in the Application pools
section of the IIS manager, then open the Advanced settings for your application pool. Enable all of
the Recycle events, it will create a log entry in the Windows Event Log.
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Devolutions Server
Advanced settings for an Application Pool.
© 2015 Devolutions inc.
FAQ (Frequently
Asked Questions)
Part
VI
52 |
6
Devolutions Server
FAQ (Frequently Asked Questions)
Description
You can find the most up to date FAQs online here.
© 2015 Devolutions inc.
Follow Us
Part
VII
54 |
7
Devolutions Server
Follow Us
Overview
Get the hottest information about our products - tips and tricks, case studies and new release
announcements!
This is not a marketing newsletter. We focus on the issues that matter to you, whether you're looking for
up-to-the-minute software tutorials, additional outside resources, or a peek at how others are using our
products.
Links
Facebook
http://facebook.devolutions.net
LinkedIn
http://linkedin.devolutions.net
RSS feeds
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http://twitter.devolutions.net
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http://youtube.devolutions.net
Blog
http://blog.devolutions.net
Google+
http://plus.devolutions.net/
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