- Upgrade 💡
- OVF 2.8.1 Deployment 💡
- Load Balancing
💡 = Recently Updated
System and Network Configuration Requirements at VMware Pubs
VMware Blog – Results of VMware Workspace Portal 2.1 Tests Exceed Expectations: a single Workspace appliance can handle 30,000 users. Also see Technical White Paper – VMware Workspace Portal Reference Architecture.
VMware Tech Paper VMware Identity Manager in a Multiple-Data-Center Configuration: active/standby in two datacenters, three nodes in each datacenter, SQL AlwaysOn Availability Group Listener. 💡
Upgrading can be performed online, or offline. Both are performed from the command line. See Upgrading to VMware Identity Manager 2.8 at VMware Pubs for details.
If you intend to build multiple appliances (3 or more) and load balance them, specify a unique DNS name for each appliance. The Load Balancing DNS name is different from the appliance DNS names. For example:
- Appliance 1 = im01.corp.local
- Appliance 2 = im02.corp.local
- Appliance 3 = im03.corp.local
- Load Balancing Name = identity.corp.com. This name is used both internally and externally.
You’ll need SSL certificates that match these names.
Each of these DNS names must have a corresponding reverse DNS pointer record.
- Create DNS records for the virtual appliances.
- Create reverse pointer records too. Reverse pointer records is required.
- All accounts synced with Identity Manager must have First Name, Last Name, and E-mail Address configured. This includes the Bind account.
- Create a new Active Directory group for your Identity Manager users. The Domain Users group will not work.
If you want to build multiple Identity Manager appliances and load balance them, configure them with an external database (e.g. Microsoft SQL). Or you can follow Using embedded vPostgres in Production for VMware Workspace Portal VA 2.1 (2094258)
For a script that performs all required SQL configuration, see Configure a Microsoft SQL Database at pubs.vmware.com.
- In SQL Management Studio, create a New Query.
- Paste the SQL commands into the New Query window and click Execute.
Or the following GUI instructions should be equivalent.
- Create a new database.
- Name it saas. It doesn’t seem to work with any other database name.
- On the Options page, change the Collation to Latin1_General_CS_AS.
- Set Is Read Committed Snapshot On to True.
- Click OK when done.
- After creating the database, expand the database name, expand Security, right-click Schemas and click New Schema.
- Name the schema saas and click OK.
- Add a new SQL Login.
- Name it horizon. It doesn’t seem to work with any other username.
- Change it to SQL Server authentication and give it a password.
- Set the Default database to saas.
- On the User Mapping page, map it access to the saas database.
- In the saas database line, click the … in the Default Schema column.
- Enter the saas schema and click OK twice.
- Right-click the saas database and click Properties.
- On the Permissions page, highlight the horizon user.
- On the bottom, scroll down and grant Backup database and Backup log.
- Grant Create database, Create default, Create function, and Create procedure.
- Grant Create rule and Create table.
- Grant Create view and click OK. These permissions are equivalent to GRANT ALL as detailed at MSDN.
- In the vSphere Web Client, right-click a cluster, and click Deploy OVF Template.
- In the Select source page, browse to the identity-manager-188.8.131.52-….ova file, and click Next. 💡
- In the Review details page, click Next.
- In the Accept License Agreements page, click Accept, and click Next.
- In the Select name and folder page, give it a name, select a folder and click Next.
- In the Select storage page, select Thin Provision, select a datastore, and click Next.
- In the Setup networks page, select the network for the appliance. Click Next.
- In the Customize template page, select a time zone and make a choice regarding Customer Experience Improvement Program.
- Expand Networking Properties enter a hostname for the 1st appliance. If you intend to build multiple appliances and load balance them then each appliance needs a unique name that does not match the load balanced name. If you only want to build one appliance, then the appliance Host Name should match whatever users will use to access Identity Manager.
- Enter the IP address that is configured in DNS for the host name. DNS reverse lookup for this IP address must resolve to the appliance Host Name. According to VMware’s docs, the Domain Name and Domain Search Path fields are not used. Click Next.
- In the Ready to complete page, check the box next to Power on after deployment. Or for larger implementations, increase the appliance specs before powering on. Click Finish.
- If running Identity Manager 2.4, see VMware 2144090 EUC Identity Manager, Identity Manager Connector and Access Point patch for CVE-2015-7547: glibc getaddrinfo stack-based buffer overflow for a glibc patch.
- Power on the appliance.
- Wait for the appliance to power on and fully boot.
- Go to https://im01.corp.local to access the Identity Manager Setup Wizard. Note: you must connect to the DNS name. Connecting to the IP address will cause problems during the database setup process.
- The browser might prevent you from connecting.
- To fix this, go to https://IPAddress/horizon_workspace_rootca.pem. You are only using the IP address temporarily.
- Copy the root certificate and save it to a file.
- Install the root certificate to the Trusted Root Certification Authorities store (either Current User or Local Computer will work).
- Close the browser and reopen it. Then connect the browser using the DNS name again. It should work without certificate errors this time.
- In the Get Started page, click Continue.
- In the Set Passwords page, enter passwords for the three accounts and click Continue.
- In the Select Database page, change it to External Database. Note: this page will only function properly if your address bar has a DNS name instead of an IP address.
- Enter a JDBC URL similar to the following:
- Enter the credentials for the horizon SQL account and click Test Connection. Then click Continue.
- In the Setup Review page, click the link.
SSH – Enable Root Access
This is optional. Enabling root access lets you use WinSCP to connect to the appliance using root credentials. Instructions can be found at https://blogs.vmware.com/horizontech/2013/03/how-to-enable-ssh-in-horizon-workspace-virtual-appliances.html.
- Putty to the Identity Manager appliance.
- Login as sshuser.
- Run su and enter the root password.
- Scroll down to line 40 (PermitRootLogin).
- Press <i> on the keyboard to change to insert mode.
- Go to the end of the line and change no to yes.
- Press <ESC> to exit insert mode.
:xto save the file and exit.
- Login to the webpage as the admin user.
- You should be on the Identity & Access Management tab.
- On the top right, switch to the Setup view.
- On the left, switch to the User Attributes sub-tab.
- Scroll down. Check the boxes next to distinguishedName and userPrincipalName. Click Save.
- On the top right, switch to the Manage view.
- Click Add Directory > Add Active Directory over LDAP/IWA.
- Change it to Active Directory (integrated Windows Authentication). Note: Domain Controllers are selected at random. You can override this by creating the file domain_krb.properties on the appliance. See About Domain Controller Selection (domain_krb.properties file) at pubs.vmware.com.
- Enter the Active Directory domain DNS name. Scroll down.
- Enter credentials that can join the appliance to the domain.
- Enter the LDAP Bind credentials. Click Save & Next.
- Select the domains you want to sync and click Next.
- In the Map User Attributes page, click Next.
- In the Select the Groups page, click the plus icon to add a DN.
- Enter a Base DN in LDAP format and click Find Groups.
- Click Select.
- Search for your Identity Users group and select it. Don’t select Domain Users. It won’t work.
- Click Next.
- In the Select the Users page, click Next.
- In the Review page, click Edit.
- Select a more frequent sync schedule, and click Save.
- Click Sync Directory.
- You can click the link to view the Sync log.
- You can also click the directory name and then click Sync log to view the log.
- You can promote individual users (but not groups) to administrators. In the Admin console, on the top left, click the Users & Groups tab.
- Switch to the Users sub-tab.
- Click a username.
- On the top left, click where it says Role(s): User.
- Select Promote to Administrator and click Save.
- On the Appliance Settings tab, on the left, click License.
- On the right, enter the license key and click Save.
- Use OpenSSL or similar to create the certificate in PEM format. If you have a .pfx, you can use OpenSSL to convert from pkcs12 to PEM. Also use OpenSSL to convert the private key to RSA format.
- On the Appliance Settings tab, click Manage Configuration.
- Login as your admin account.
- On the left, click Install Certificate.
- On the right, delete the certificate and key that are currently displayed.
- Paste in the new PEM certificate and RSA private key. Paste every certificate in the chain: server + intermediate + root. Click Save.
- Click OK to restart the appliance.
- After rebooting, if you close the browser and reopen it, the certificate should be valid and trusted.
- On the Appliance Settings tab, on the left click SMTP.
- On the right, enter your mail server information and click Save.
- Go to Identity & Access Management > Setup > Connectors.
- Click the blue hostname link for the Connector.
- Switch to the Auth Adapters tab. You may enable Kerberos or other authentication adapters from this page.
- Kerberos lets users Single Sign-on to the Identity Manager web page. It only works for Windows clients. And the Identity Manager FQDN must be in Internet Explorer’s Local Intranet zone.
- Enter sAMAccountName as the Directory UID Attribute.
- Check the box next to Enable Windows Authentication and click Save.
- After enabling the adapter, go to Identity & Access Management > Setup > Network Ranges.
- Click Add Network Range.
- Give the Network Range a name.
- Enter an internal IP Range, and click Save.
- Go to Identity & Access Management > Manage > Policies.
- Click the default Policy (default_access_policy_set).
- Click the plus icon to add a Policy Rule.
- Select the Network Range you just created.
- For user is trying to access content from, set it to Web Browser.
- Select Kerberos as the first authentication method.
- Select Password as the second authentication method. Click Save.
- Drag the new Policy Rule to move it to the top. Then click Save.
- If you go to Identity & Access Management > Setup > Custom Branding, on the Names & Logos tab you can change the browser’s title and favicon.
- If you then switch to the Sign-In Screen page, you can upload a logo, upload an image, and change colors.
- If you go to Identity & Access Management > Manage > Password Recovery Assistant, you can configure a link to a password recovery tool or change the Forgot password message.
- If you scroll down you can optionally Show detailed message to End User when authentication fails.
- Click Catalog and then click Settings.
- On the left, click User Portal Branding.
- Make changes to Logos, colors, etc.
TLS 1.0 is disabled in Identity Manager 2.6 and newer. If your load balancer does not support TLS 1.2, then see 2144805 Enabling TLS 1.0 protocol in VMware Identity Manager 2.6. NetScaler MPX/SDX added TLS 1.2 on the back end in 10.5 build 58. NetScaler VPX added TLS 1.2 on the back end in 11.0 build 65.
If you want to build multiple Identity Manager appliances and load balance them using NetScaler, then see http://www.carlstalhood.com/VMware-Identity-Manager-Load-Balancing
For F5 load balancing, see EUC CST Tech Notes – IDM Steps by steps 3 node cluster – v4.pdf at VMware Communities 💡
View Administrator – Enable SAML Authentication
- Login to View Administrator.
- On the left, under View Configuration click Servers.
- On the right, on the Connection Servers tab, select a Connection Server and click Edit.
- On the Authentication tab, change Delegation of authentication to VMware Horizon to Allowed.
- In the SAML Authenticator click Manage SAML Authenticators.
- Click Add.
- In the Label field, enter a descriptive label.
- In the Metadata URL field, enter the Identity Manager FQDN.
- In the Administration URL field, enter the Identity Manager FQDN and click OK.
- If you see a certificate error, click View Certificate and then click Accept.
- Or click OK if server’s identity was verified.
- Click OK to close the Manage SAML Authenticators window.
- The Horizon Administrator dashboard shows you the status of the SAML Authenticator.
Identity Manager – Enable View Pools
Separate Horizon View Connection Server groups (e.g. multi-datacenter) can be configured in failover order. See Manage Resources Usage in Multiple VMware Identity Manager Data Centers at pubs.vmware.com.
- Back in the Identity Manager Admin Portal, go to Catalog > Application Catalog.
- Click Manage Desktop Applications, and expand View Application.
- Click one of the connectors.
- Check the box next to Enable View Pools.
- Enter the address of a Horizon Connection Server (or load balanced FQDN). Note: reverse IP lookup must be functional for this DNS name.
- Enter View Administrator credentials in userPrincipalName format. The account needs at least Read Only Administrator access to Horizon.
- Deployment Type can be Automatic or User-Activated. User-Activated means users have to go to the App Center to add the icons to the My Apps portal.
- Specify the Viewpool sync frequency and click Save.
- Near the top of the screen you might see red text. Click Invalid SSL Cert.
- In the Certificate Information page, click Accept.
- Near the bottom of the page click Sync Now. Note: whenever you make a change to the pools in View Administrator, you must either wait for the next automatic Sync time or you can return to this screen and click Sync Now.
- If sync fails, see VMware 2091744 Synchronizing VMware Horizon View Pool in Workspace Portal fails with the error: Failed to complete View sync due to a problem with the View Connection Server.
- Then click Save and Continue. Note: whatever groups are entitled to Horizon Pools and Applications must also be synced (Active Directory) with Identity Manager.
- In the Identity Manager Admin console, on the Catalog tab, you can see the View icons. Only the pools in the root Access Group are synced.
- Click an icon and make sure entitlements are listed. Only AD groups synced to Identity Manager will be displayed. Domain Users won’t sync to Identity Manager so entitle the pools to some other AD group. If you make changes in Horizon Administrator, then manually resync the connector.
- If you check the box next to one of the icons, you can place the icon in a Category by clicking the Categories button near the top right and entering a category name.
- If an existing category doesn’t match your needs, enter a new category name and click Add.
- Then check the box next to the new category.
- The category is then displayed next to the catalog item.
Identity Manager – Horizon URLs
- In the Identity Manager administrator interface, go to Identity & Access Management > Setup > Network Ranges.
- You can edit the default range or add a new range.
- Specify the Horizon URL for the IP range. You can have different Horizon Client Access URLs for different IP ranges (e.g. internal vs external). For external users, the URL points to Access Points or Horizon Security Servers.
Identity Manager User Portal
- When a user logs in to the Identity Manager web page the pool icons will be displayed.
- The first time the user launches an application or desktop the user is asked to choose a method (Horizon client or Browser) for opening the pool.
- The default preference can be changed by clicking the user’s name and clicking Preferences.
- You can override the default launch behavior by right-clicking the icon, expand Launch and make your selection.
- The same right-click menu lets you mark the icon as a Favorite.
- Then you can click Favorites to display only icons that are marked as Favorites.
- If you enabled categories, use the Categories drop-down to filter the icons. Only the icons in that category are displayed.