Application Migration
Application Migration is a separately licensed product from 1E that replaces the Application Mapping feature in Shopping with a much more feature rich solution. Application Migration runs on the Tachyon platform, and depends on Configuration Manager for inventory data, and information about application deployments. The legacy Application Mapping feature requires legacy AppClarity 5.6 which is out of support, but can still be used with Shopping.
When Shopping is integrated with Application Migration, you can optionally use the self-service Shopping OSD Wizard and the WSA Wizard to show the user which applications will be migrated. If self-service Wizards are not required, then task sequences are still able to use Application Migration features without Shopping.
If Application Migration is replacing Application Mapping:
- there is currently no automated method to migrate rules from Application Mapping to Application Migration. Please contact 1E if you require help with this (email Support@1e.com)
- you can continue using AppClarity 5.x for license management but instead you may wish to consider using the web-based AppClarity 7.1, which can be installed on Tachyon Platform alongside Application Migration.
Licenses
Shopping and Windows Servicing Assistant are licensed separately. Both license keys must be provided when installing Shopping Central server.
Microsoft System Center Configuration Manager requirements
If you use Shopping's ConfigMgr integration, you will need the following installation accounts, ConfigMgr security role, and database access.
Shopping installation accounts
The user installing Shopping Central or Shopping Receivers requires membership of the Full Administrator security role in Configuration Manager, as described in Accounts needed to install Shopping.
1E Shopping Receivers security role
The Receiver service account or group requires the following permissions in Configuration Manager.
| Classes | Permissions |
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These permissions are defined in an XML file and can be imported using the Configuration Manager console to create a 1E Shopping Receivers security role. Each Receiver service account or the Receivers group can then be assigned to this role. This is a one-time only manual procedure prior to installation of the first Receiver. The permissions for the 1E Shopping Receivers role have changed in Shopping 5.6 to include support for client notification. You will need to import one of the following files, depending on your Configuration Manager version:
- 1E Shopping Receivers Security Role in CB1806.xml (same as Shopping 5.5)
- 1E Shopping Receivers Security Role for versions CB1810 to CB1902.xml (includes Notify Resource permission on the Collection class introduced in CB1810)
- 1E Shopping Receivers Security Role in CB1906 and later.xml (as above but also includes Folder Class introduced in CB1906)
When a Receiver creates a collection for deploying an application it needs to specify its limiting collection. By default, that is either All Systems or All Users and User Groups. However, these defaults are configurable in the Receiver's config file. Other collections can be mapped if the Shopping RBAC feature is used. If these collections are known, specify them, otherwise select All instances of the objects that are related to the assigned security roles option in the Security Scopes tab. For more information see Role based access control in Shopping.
When upgrading 1E Shopping Receivers from versions prior to Shopping 5.6, because of the newly added support for client notification, you will need to update the 1E Shopping Receivers security role in Configuration Manager CB1810 and later. This can be done in the following way:
- Remove any users assigned to the existing 1E Shopping Receivers security role in Configuration Manager - noting them down for re-assigning later. If a user only has that role you will need to assign the user to a temporary role, for example Read-only Analyst.
- Remove the existing 1E Shopping Receivers security role from Configuration Manager.
- Import the 1E Shopping Receivers security role using the appropriate xml file for the version of Configuration Manager you are using.
- Re-assign the previous users to the new 1E Shopping Receivers security role.
- Unassign the users from any temporary roles.
Configuration Manager site databases
Shopping Central - the Shopping Central Service account (SVCUSER) must be a member of the Shopping Configuration Manager Database Access (SHOPPINGCONSOLESMSUSERS) group. This group requires a login with db_datareader rights and execute permission on the fn_GetAppState and fnGetSiteNumber functions. If the Shopping Central installer has sufficient rights on the Configuration Manager database, then these database rights will be configured automatically during installation.
Shopping Receivers - in all Configuration Manager Site databases, ensure the Shopping Receiver service account has a login with db_datareader rights and execute permission on the fnGetSiteNumber function. If the Shopping Receiver installer has sufficient rights on the Configuration Manager database, then these rights will be configured automatically during installation.
Configuration Manager deployment notifications
To enable deployment notifications, the following settings must be made:
In the Configuration Manager Admin Console, the following summarizers must be enabled in the Configuration Manager Admin Console (Administration → Site Configuration → Sites → <top-level Site> → Status Summarizers) settings must be made:
- Application Deployment Summarizer
- Application Statistics Summarizer
- Component Status Summarizer
- Site System Status Summarizer
Support for the Windows Servicing Assistant
To support Windows Servicing Assistant (WSA), the Shopping Web application pool service account requires the Read-only Analyst security role in Configuration Manager. This is required to enable it to parse task sequences using WMI. This is a one-time only manual procedure prior to after installation of Shopping Central.
Import the 1E Shopping Central Security Role.xml file into the Configuration Manager console to create a role called 1E Shopping Central. This role has the same permissions as the Read-only Analyst security role.
The Shopping Web application pool service account runs in the context of Network Service, in which case if Configuration Manager and the Shopping Web service are installed:
- on different servers then the computer$ account of the Shopping Web server must be added to the Read-only Analyst security role (or 1E Shopping Central security role if you have created it)
- on the same server then the NT AUTHORITY\Network Service account should be added to the Read-only Analyst security role (or 1E Shopping Central security role if you have created it).
You must change the Security Scopes tab for the user from the default of Only the instances... to All Instances of the objects that are related to the assigned security roles, which will cover all existing and future security scopes. Alternatively, you can leave the default setting and add all the security scopes that you are using for task sequences and related content.
Microsoft Intune requirements
To use Shopping's Intune integration, then you require the following:
- have a working Intune instance
- clients must be Intune enabled for them to receive Intune applications
- user accounts must have email addresses
- the relevant Shopping Requirements must be met.
You can then:
- define the two Azure Active Directory (AAD) authentication applications required
- configure administrator and service accounts
- make appropriate settings for Intune in Shopping
- enable Configuration Manager's co-management feature.
Using the Intune integration is very similar to using Configuration Manager with Shopping for both administrators and end-users.
To prepare for integration with Intune please refer to Enabling Intune integration.
Shopping Intune integration supports the Intune application types that are most useful for Windows clients. Additional application types might be supported in future versions. See Managing Intune applications page for more details.
Device used with Shopping's Intune integration must be Hybrid Azure AD joined in Azure Active Directory (AAD). User accounts (including administrator and service accounts) must be "Windows Server AD" sourced in AAD and must have a global domain suffix (Contoso.com, for example, not Contosocom.onmicrosoft.com). If the accounts are for a local domain, a universal principal name (UPN) can be used.
Shopping Intune integration assumes that user accounts can be uniquely identified by their e-mail addresses. In other words, Shopping end-users accounts do not share e-mail addresses.
You will also need the following Azure Active Directory accounts for these purposes:
| Account Purpose | Member of | Usage | Notes |
|---|---|---|---|
| Configuration | Global administrator and Intune administrator AAD roles | During setup and as needed for troubleshooting | This account does the steps described in Enabling Intune integration. |
| Service | Intune administrator AAD role | Ongoing for the Shopping Central service to access AAD user and device details and app deployment status | This is the AAD hybrid account that corresponds to the service account used to run the Shopping Central service. |
| Intune Administrators | Intune administrator AAD role | Ongoing for Intune app management | You might prefer to apply the Intune administrator role to a group and add relevant administrator accounts to the group. |
| Shopping administrators | User and groups setting for the Shopping Console Authentication Client App (see Enabling Intune integration for details) | To access Intune apps from the Shopping console and to trigger on-demand AAD device and user synchronizations | You might prefer to add a group to the User and groups list and add relevant Shopping administrator accounts to the group. The Intune administrators and Shopping administrators might all be the same accounts but they do not have to be. Intune administrators could manage the Intune apps but not have Shopping privileges. Shopping administrators could use the Intune apps but not be able to manage them. |
Accounts needed to install Shopping
Shopping Central installation account
The user installing Shopping Central requires the following
- Must be a domain user
- Must be a member of the Shopping Administrators (ADMINACCOUNT) group
- Must have local admin rights on the server on which Shopping Central will be installed. If the Shopping Central Service and Web components are to be installed on separate servers, the user installing them must have local admin rights on each server.
- Must have local admin rights on the Configuration Manager site server.
- Must be a member of the Full Administrator role in Configuration Manager as the installer adds ConfigMgr Security rights for the Shopping Central Service Account.
- Requires one of the following sets of rights on the SQL instance hosting the Shopping database
- sysadmin (can be temporary for the duration of installation), or
- ALTER ANY LOGIN (on the SQL server / instance) and db_owner (on the database) if the Shopping database is pre-created, or dbcreator if the installation will create the database
- Requires one of the following sets of rights on the SQL instance hosting Configuration Manager database:
- sysadmin (can be temporary for the duration of installation), or
- ALTER ANY LOGIN and db_owner
Shopping Receiver installation account
The user installing the Shopping Receiver requires the following
- Must be a domain account
- Must have sysadmin rights on each SQL instance hosting the Configuration Manager database
- Must be a member of the Full Administrator role in Configuration Manager
- Useful to be a Shopping Administrator with access to the Sites node in order to select the Primary Site, otherwise another Administrator can complete that step after installation
Service accounts
Shopping Central service account
- Must be a domain account with local admin rights on the Shopping server
- Must have NTFS security
- read and execute permissions on the Shopping program files installation folder
- full permissions to the Shopping log folders
- the above will be automatic if Shopping is installed using default locations on a default installation of Windows
- the above security permissions are particularly relevant if you use non-default installer properties INSTALLDIR or LOGPATH
- We recommend restricting the account with Deny logon locally
- Must be a member of the Shopping Configuration Manager Database Access (SHOPPINGCONSOLESMSUSERS) group. If the Shopping Central installer account has permissions to add accounts to this group, then it will automatically add the account to the group during installation.
- For AppClarity integration, must have integration services permission enabled from the AppClarity console
Object | Security requirements |
Access to the Shopping Central database | The Shopping Central service requires access to the Shopping database. Db_owner permissions are automatically configured during installation of Shopping Central. |
Access to the SCCM Site’s SMS Provider | The Shopping Central service requires read-write access to the “SMS Provider” on the SCCM CAS. During installation of Shopping Central, the installer adds the necessary permissions in the SCCM Admin Console. |
Access to the SCCM Site’s database | During installation of Shopping Central, the installer adds the necessary permissions in the SCCM Central SQL database in order for the service to function. During installation of Shopping Central, the MSI installer adds the necessary permissions in the SCCM Admin Console, but must be added to the local “SMS Admins” group separately. If the SQL Server is using a non-standard port, the SMSDBPORT switch must be specified during installation, or a SQL Alias used. |
SMTP service | The Shopping Central service must be capable of creating mails at the attached SMTP mail gateway or service. If the SMTP gateway is configured to reject mail from a non-existent sender address, then it is necessary to configure the Shopping service account with an email address. |
AD integration groups | The Shopping Central service requires write access to Shopping “AD Integration” groups. Access rights can be achieved by granting the Shopping Central service account, or an AD group it is a member of, using either of the following methods, or a mixture.
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Local Server NTFS | The Shopping Central service has requires NTFS “read” access to the Shopping install folder and “modify” access to the log file folders. This is achieved using the “Users” local group. See section 3.7.17 on page 62. |
AppClarity Integration | The Shopping Central service requires AppClarity User permission ‘User can access Integration Services’. |
Shopping Receiver service account
If you use Shopping's ConfigMgr integration, you will need at least one Shopping Receiver.
Each Receiver needs a service account, which can be either a dedicated or shared domain user account or Network Service
We recommend restricting the account with Deny logon locally
The Receiver is installed on each ConfigMgr Site server, and the service account must have local admin rights on the Site server
at the very least it must have read access to the binaries, and full permissions to the Receiver log folders
if you upgrade the Shopping Receiver with a different service account, it must have
Read/Writepermissions to%sysdrive%Programdata/1Eor~All Users/1E
Must have permissions in the Configuration Manager Console and its SQL database, depending on the version of Configuration Manager, as described above in Microsoft System Center Configuration Manager requirements.
Installation of Shopping Central requires details of the Receiver service account or an AD Security group containing Receiver service accounts, so that Receivers can access the Central web service:
- a shared service account can be used if all Receivers use the same account, and an AD group is not required
- a domain security group must be used if each Receiver has its own service account, or uses Network Service, which must be members of this group
- we recommend using a domain security group if other services need access to the Central web service, for example if Shopping API scripts are used by OSD Task Sequences, then the group should include the Configuration Manager Network Access account. This security group should be Universal, but can be global if only one domain is involved.
A key design decision is whether Shopping Receivers should use a single shared service account, individual service accounts, or Network Service. Either way, to allow new accounts to be added or existing accounts to be changed more easily, we recommend you include the Receiver accounts in an AD Security Group and use this group when granting access to each of the following:
- Administrators localgroup on the local Configuration Manager site server, where the Receiver will be installed
- Configuration Manager security role, as described above in Microsoft System Center Configuration Manager requirements.
- In the Shopping Central installer's Service Account screen
Object | Security requirements |
Access to Shopping Central Web Services | The Shopping Receiver services connect to the Shopping Central Web Site using HTTP and are validated against the (RECEIVERACCOUNT) account/group specified during installation of the Shopping Central. Using a group is recommended in order to simplify configuration and grant access to necessary objects. This is described in section 3.7.9 below. |
Access to the associated SCCM Site’s SMS Provider | The Shopping Receiver service requires read-write access to the “SMS Provider” on the associated SCCM Site servers. This is achieved by creating a “1E Shopping Receivers” role for the (RECEIVERACCOUNT) group as described in section 3.4.3 on page 46. |
Access to the associated SCCM Site’s SQL Server | During installation of Shopping Receivers, the installer grants db_datareader permissions in the SCCM SQL database in order for the Receiver service to function. If the SQL Server is using a non-standard port, the SMSDBPORT switch must be specified during installation, or use a SQL Alias instead. |
Local Server NTFS | The Shopping Receiver service has requires NTFS “read” access to the Shopping install folder and “modify” access to the log file folders. This is achieved using the “Users” local group. See section 3.7.17 on page 62. |
Active Directory security groups
Shopping Console Access groups
Three separate AD groups are required to enable access to the Shopping Admin Console and optionally support the Shopping Console node security feature.
- Shopping Full Database Admin Access (SHOPPINGCONSOLEADMINUSERS)
- Shopping Limited Database Admin Access (SHOPPINGCONSOLESMSUSERS)
- Shopping Configuration Manager Database Access (SHOPPINGCONSOLEUSERS)
The Shopping Console node security feature is enabled by default, but can be disabled in the Shopping Console settings panel. If the Shopping Admin Console Node Security feature is to be used, then the Shopping Full Database Admin Access (SHOPPINGCONSOLEADMINUSERS) group must have Modify permissions in Active Directory to manage membership of itself and the other two Shopping Access groups in the table below. You can permission each group, or permission an OU which contains the groups.
If the Shopping Console node security feature is not used, then the groups should have the following membership. The names in brackets are the Shopping Central installer properties, which are referenced elsewhere in this documentation.
| Shopping AD Group | Members | Member of | Notes |
|---|---|---|---|
Shopping Full Database Admin Access (SHOPPINGCONSOLEADMINUSERS) |
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Shopping Configuration Manager Database Access (SHOPPINGCONSOLESMSUSERS) |
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Shopping Limited Database Admin Access (SHOPPINGCONSOLEUSERS) |
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Shopping Administrator groups
These are accounts or groups that have administrator rights in the Shopping Admin Console and web portal.
In addition to the Shopping Access groups, you need three further role-based security groups. Shopping allows these groups to be to be specified as individual domain user accounts, but then you are restricted to only these users being administrators, and using the Shopping Admin Console Node Security to manage additional user accounts. If your organization prefers to manage access rights through AD or other identity managements system, then you should use groups and disable the Shopping Admin Console Node Security feature.
| Shopping AD Group | Members | Member of | Notes |
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Shopping Administrators (ADMINACCOUNT) |
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Reporting Managers (REPORTSACCOUNT) |
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Licensing Managers (LICENSEMGRACCOUNT) |
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Shopping Receiver Account group
During a Shopping Central installation, you must provide details for a Receiver Account. Instead of specifying an account, we recommend you specify an AD Security group, which contains individual Receiver service accounts. See Shopping Receiver service account.
Active Directory Server
During a Shopping Central installation, you must provide details for an Active Directory Server. This can be an AD domain controller or an actual domain name. By default, Shopping performs AD queries using the global catalog, in which case you can specify the Active Directory Server as the domain name or nominate a domain controller server that is a global catalog server.
If the global catalog is not available or not required (for example, in a single domain environment) then select a domain controller with the primary domain controller (PDC) emulator FSMO role if it is well connected. The PDC emulator is the preferred domain controller because it manages account and group changes for the domain. If the PDC emulator role is transferred, then update the Active Directory Server setting in the Admin Console settings.
Groups and Organisation Units
Shopping does not support mixed domain AD Groups, i.e. AD Groups in one domain that contain AD users, computers or groups from another domain. To use AD Groups with Shopping, ensure that the Groups and the objects it contains belong to the same domain. Nested OUs, up to 5 levels deep, are supported but it does not support Groups within OUs.
Multi-domain configurations
Shopping supports implementations that span multiple domains. During installation, Shopping must be pointed at a Configuration Manager server which is used as its main contact. A Shopping Receiver must be installed on that server and on all other Configuration Manager site servers that Shopping interacts with. The Shopping Central and Shopping Receiver components may be installed on different domains but you must configure the DNS settings as follows:
- If the Shopping Central service and main Configuration Manager contact are hosted on different domains, you must ensure that the SMS Provider (returned by the Configuration Manager server used during installation) is resolved to the correct domain name before you install Shopping central. This can only be done if a DNS search suffix for the Configuration Manager domain is added to the TCP/IP stack for the Shopping Central server's network card.
- If the Shopping Central service and Shopping Receiver are hosted on different domains, add the DNS search suffix for the Receiver's domain to the TCP/IP stack for the Shopping Central server's network card. This must be done before users on the domain is serviced by that Shopping Receiver.
- DNS search suffixes are added on the DNS tab in the Advanced TCP/IP Settings for the IPv4 Properties of the Shopping Central server's network card.
Multi-forest configurations
Shopping is designed to cater for two types of multi-forest Active Directory configurations: root-level forest trusts and external trusts. Each trust type has different requirements for where Shopping components must be installed, and rules that must be followed when creating Shopping accounts and groups.
The AD forests may be single or multi-domain. Multi-domain considerations are decribed in Multi-domain configurations.
For both trust types, Shopping components are installed as follows:
- On the AD forest where the Configuration Manager central site is located, install the following on the domain where the trust originates:
- Shopping Web and API, Central service, Shopping database, and Shopping Admin Console
- Shopping installation accounts
- On either AD forest, where appropriate, install the following on the accessible domains (shown in orange in the below diagrams):
- Shopping Receivers, clients, and end-user accounts (for example Shopping approvers)
Root-level forest trust
When a root-level forest trust is used, install Shopping Central (Web, API and service) on the root domain of the forest. This is the forest where the Configuration Manager site used by Shopping as its central site is located. In this scenario, all domains in the trusted forest is accessible, in addition to all the domains in the local forest.
External trust
When an external trust is used, install Shopping central on the domain where the external trust originates. This is the forest where the Configuration Manager site used by Shopping as its central site is located. Shopping supports external trusts where these exist one-level down from the forest root domain. In this scenario, only the external trusted domain is accessible, in addition to the domains in the local forest.
Restrictions on multi-forest environments
Though Shopping supports the dual-forest domain scenarios illustrated above, there are specific restrictions on the configuration of groups to be used with Shopping and certain implications associated with the way that the domain and trust relationships work with it.
- Groups must be uniform – they must only contain AD objects from the same domain and forest. All the contained users, machines or groups must be in the same domain and forest as the group itself. If you need to add objects from another domain or forest, add them to a group that belongs to that domain or forest.
- Shopping only supports security type groups – you can only use security type groups with Shopping but they may have any scope type.
- Installation domain and accounts – the domain specified during installation is set as the starting point for all AD searches. Any accounts used during installation must belong to that domain and associated forest. Node security users and groups added later using the Shopping Admin console must come from the same domain/forest specified during installation. All other AD groups used in Shopping may come from either forest.
- Trust relationship and type – Shopping supports two-way trusts where there is an up-level trust between the domains. Both domain controllers in the supported dual forest scenarios must be Windows 2000 server or above.
- Trusted domains must be configured correctly and the trusted domain exist – AD searches in Shopping is severely impacted if there is a trust relationship for a domain that no longer exists.
Shopping Website name
DNS Alias
The Shopping Website is created under its own website using its own HTTP binding, it is not created under the default website. The Shopping Website binding uses a host header to differentiate its HTTP port from the default website. The host header is normally specified as the FQDN of the Shopping DNS Alias, which all users and computers accessing the Web Portal and Shopping API must use. Therefore choosing a suitable name for the DNS Alias is perhaps the most important design decision you will make.
Ensure that all clients using the Shopping system are able to correctly resolve the DNS Alias using their DNS lookup methods. This is typically why the FQDN of the DNS Alias is used.
In DNS, you can create a CNAME or Host (A) record. The example below uses a CNAME alias of SHOPPING for the host server ACME-SRV6.ACME.LOCAL which results in a host header FQDN of SHOPPING.ACME.LOCAL. In this case, the server's FQDN suffix is the same as the Alias FQDN's suffix, but they do not need to be the same.
When installing Shopping Central, the installer setting IISHOSTHEADER is used to configure the HTTP binding on the Shopping Website, and the Console settings for the Web URL and API URL. The Web URL setting is used in Shopping emails.
It is possible to manually add additional HTTP bindings to the Shopping Website. For example you can install using the server's DNS Alias FQDN, and then manually add a second HTTP binding for the DNS Alias without the suffix. This would allow users to access the Shopping Portal using either name.
Service Principal Names
Service Principal Names (SPN) are attributes of AD accounts. Servers and service accounts are able to automatically create and update their own SPNs if they have AD permissions. Normally server accounts have these permissions by default, therefore if a service is using Network Service built-in account, there is no need to create any SPN. However, user accounts typically do not have permission and you need to create or update the SPN manually using an account that does have the rights, such as a domain administrator account. You can create an SPN by editing the attribute directly in the AD service account object, or use the SetSPN utility. More information about SPNs can be found in Microsoft's knowledge base.
SPNs must exist for the HTTP host header for the following accounts:
- the account used for the Shopping application pool, which is normally the Network Service. (optionally: the Shopping Central service account)
The following is a example of how to create SPNs for the Shopping Central service account (assuming that the IIS application pools for Shopping have been configured to run as the Shopping Central service account, this is considered a non-typical configuration ).
setspn -s http/shopping ACME\svc_ShoppingCtrl setspn -s http/shopping.acme.local ACME\svc_ShoppingCtrl
The following is a example of how to create SPNs for the Shopping Central application pools. If the IIS application pools for Shopping use Network Service, then specify the server's machine account. (this would be the most common configuration)
setspn -s http/shopping ACME-SRV6 setspn -s http/shopping.acme.local ACME-SRV6
To determine if SPNs exist for the Shopping Central service account and Network Service on the server itself:
setspn -l svc_ShoppingCtrl setspn -l ACME-SRV6
More complex scenarios can be configured which requires in-depth knowledge of IIS, SPN and DNS configuration and are beyond the scope of this documentation.
You can use -a or -s with setspn. -s checks for an existing SPN before assigning a new one.
Shopping Central IIS configuration
The following roles, role services and features must be installed/enabled as a minimum. The Name column is the reference used in PowerShell commands.
In the case of .NET Framework features we refer to 4.X in the Display Name, as X may be different depending on the server OS. The PowerShell Name always uses 45 instead of the actual version.
| Role or Feature | Display Name | Name | Notes |
|---|---|---|---|
| Web Server | Web Server (IIS) | Web-Server | |
| Web Server Common HTTP Features | Default Document | Web-Default-Doc | Included in Web-Server. |
| Directory Browsing | Web-Dir-Browsing | Included in Web-Server. | |
| HTTP Errors | Web-Http-Errors | Included in Web-Server. | |
| Static Content | Web-Static-Content | Included in Web-Server. | |
| HTTP Redirection | Web-Http-Redirect | ||
| Web Server Health and Diagnostics | HTTP Logging | Web-Http-Logging | Included in Web-Server. |
| Web Server Performance | Static Content Compression | Web-Stat-Compression | Included in Web-Server. |
| Web Server Security | Windows Authentication | Web-Windows-Auth | |
| Web Server Application Development | .NET Extensibility 4.X | Web-Net-Ext45 | Included in Web-Asp-Net45. |
| ASP.NET 4.X | Web-Asp-Net45 | ||
| ISAPI Extensions | Web-ISAPI-Ext | Included in Web-Asp-Net45. | |
| ISAPI Filters | Web-ISAPI-Filter | Included in Web-Asp-Net45. | |
| Web Server Management Tools | IIS Management Console | Web-Mgmt-Console | |
| IIS 6 WMI Compatibility | Web-WMI | ||
| .NET Framework 4.5 (or later) Features | .NET Framework 4.X | Net-Framework-45-Core | |
| ASP.NET 4.X | Net-Framework-45-ASPNET |
The following roles, role services and features should be removed/disabled.
| Parent | Display Name | Name |
|---|---|---|
| Web Server Common HTTP Features | WebDAV Publishing | Web-DAV-Publishing |
Do this even if IIS is already installed because it will ensure all the required features and roles are installed.
Installing when TLS 1.0 is disabled
SQL Server Native Client 11.0 is referenced in database connection strings as SQLNCLI11. It provides a suitable ODBC (OLE DB) driver that supports TLS 1.1/1.2 necessary for the MSI installer, and is not required for .NET Framework applications.
Also known as SQL Server 2012 Native Client you can download the installer (sqlncli.msi) from the following link: https://www.microsoft.com/en-us/download/details.aspx?id=50402, and then install the Client Components feature. This version supports SQL Server 2012, 2014, 2016 and 2017.
You can confirm the driver is installed using the ODBC Data Sources utility, as shown opposite.
If TLS 1.0 is disabled and you attempt to install without SQL Server Native Client 11.0 then the installer will fail with Error 27502. Could not connect to Microsoft SQL Server ... SSL Security error.
Remote Servers and Consoles need MSDTC configuration
If you are using a remote computer for any of the following, you must configure MSDTC on the Shopping Central server as well on the remote computer
- Installing a remote Shopping Admin Console
- SQL Server hosting the Shopping database
- Installing a remote Shopping Website with the Web Only option
- Ensure the Distributed Transaction Coordinator (MSDTC) service is enabled and running.
- Optionally use the registry import, which will set the values which you can then verify using the following steps.
- Start Component Services (comexp.msc) and expand Component Services → Computers → My Computer → Distributed Transaction Coordinator → Local DTC.
- Right-click on Local DTC and from the context menu, choose Properties.
- Select the Security tab and enable the following, leaving other settings as default.
- Network DTC Access
- Allow Remote Clients
- Allow Inbound
- Allow Outbound
- Mutual Authentication Required
- Enable XA Transactions
- Click OK – if any changes were made this will restart the MSDTC service.
- If you used the registry import, you will need to restart the MSDTC service.
Windows Registry Editor Version 5.00 [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSDTC] "FallbackToUnsecureRPCIfNecessary"=dword:00000000 "AllowOnlySecureRpcCalls"=dword:00000001 "TurnOffRpcSecurity"=dword:00000000 [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSDTC\Security] "NetworkDtcAccess"=dword:00000001 "NetworkDtcAccessClients"=dword:00000001 "NetworkDtcAccessAdmin"=dword:00000000 "NetworkDtcAccessInbound"=dword:00000001 "NetworkDtcAccessOutbound"=dword:00000001 "NetworkDtcAccessTransactions"=dword:00000001 "NetworkDtcAccessTip"=dword:00000000 "XaTransactions"=dword:00000001 "LuTransactions"=dword:00000000
Network requirements
Connections diagram
There are several ports that are used in the Shopping application. These must be enabled in the firewalls for the relevant computers. The distribution of Shopping components and their associated ports is illustrated as follows:
Ports used by the Shopping Website
| Port | Traffic | Notes | Configurable |
|---|---|---|---|
| TCP 80 (HTTP) | Inbound | For browsers on clients and Shopping receivers to communicate with the Shopping Website. | Yes, during installation when specifying the IIS port used by the Website. |
| TCP 1433 (ADO.NET) | Outbound | Communication with a remote Shopping database. | Yes, during installation when specifying the SQL Server instance used by the Shopping database. |
| TCP 389 (LDAP) | Outbound | Communication with Active Directory to verify user, computer and AD groups and resolution of each user's manager and email address. | No |
| TCP 636 and 3269 (LDAPS) | Inbound/Outbound | Communication with Active Directory. | No |
Ports used by the Shopping Central Service
| Port | Traffic | Notes | Configurable |
|---|---|---|---|
| TCP 80 (HTTP) | Outbound | Communication with a remote ActiveEfficiency Server. | Yes, during installation when specifying the location of the ActiveEfficiency server. |
| TCP 389 (LDAP) | Outbound | Communication with Active Directory to verify user, computer and AD groups and resolution of each user's manager and email address. | No |
| TCP 1433 (ADO.NET) | Outbound | Communication with a remote Shopping database. | Yes, during installation when specifying the SQL Server instance used by the Shopping database. |
| TCP 1433 (ADO.NET) | Outbound | Communication with the remote Configuration Manager Site database if the Shopping RBAC feature is not used. RBAC uses WMI (DCOM) instead of SQL. | Yes, indirectly. The port is determined by querying the SMS Provider on the Configuration Manager site server |
| WMI (DCOM) TCP 135 and 445 (initially) | Outbound | Remote access to the SMS Provider role on the Configuration Manager site server. TCP 135 and 445 are used to initiate communications and negotiate dynamic RPC and MSDTC ports. The dynamic ranges depend on the Windows OS version. | No |
| TCP 25 (SMTP) | Outbound | Communication with a remote SMTP gateway to send emails. | Yes, during installation when specifying the SMTP server. |
| TCP 110 (POP3) | Outbound | This port is required in a lab environment only if Exchange is not available and a remote POP3 server is used instead. | Yes, during installation when specifying the SMTP server. |
| TCP 8335 | Outbound | Communication with a remote AppClarity server. This is only required only if Shopping uses AppClarity integration. | No |
| TCP 636 and 3269 (LDAPS) | Inbound/Outbound | Communication with Active Directory | No |
Ports used by the Shopping Admin Console
Required if the Shopping Admin console is installed on a client remote from the Shopping central server.
| Port | Traffic | Notes | Configurable |
|---|---|---|---|
| TCP 1433 (ADO.NET) | Outbound | Communication with a remote Shopping database. | Yes, when specifying the SQL Server instance used by the Shopping database. |
| TCP 1433 (ADO.NET) | Outbound | Communication with the remote Configuration Manager site database if the Shopping RBAC feature is not used. RBAC uses WMI (DCOM) instead of SQL. | Yes, indirectly. The port is determined by querying the SMS Provider on the Configuration Manager Site server |
| TCP 389 (LDAP) | Outbound | Communication with Active Directory to verify user, computer and AD groups and resolution of each user's manager and email address. | No |
| WMI (DCOM) TCP 135 and 445 (initially) | Outbound | Required for remote access to the SMS Provider role on Configuration Manager site servers. TCP 135 and 445 are used to initiate communications and negotiate a dynamic RPC port. The dynamic range depends on the Windows OS version. | No |
| TCP 636 and 3269 (LDAPS) | Inbound/Outbound | Communication with Active Directory | No |
Ports used by the Shopping receiver
The Shopping Receiver is expected to be installed on the Configuration Manager Site server that has a local SMS Provider role.
| Port | Traffic | Notes | Configurable |
|---|---|---|---|
| TCP 80 (HTTP) | Outbound | Communication with the Shopping central Website. | Yes, during the Shopping receiver installation when you specify the location of the Shopping central server. |
| WMI (DCOM) TCP 135 and 445 (initially) | Outbound | Required for communication with the Configuration Manager SMS Provider. TCP 135 and 445 are used to initiate communications and negotiate a dynamic RPC port. The dynamic range depends on the Windows OS version. | No. |
| TCP 1433 (ADO.NET) | Outbound | Communication with the Configuration Manager site database, if remote. | Yes, indirectly. The port is determined by querying the SMS Provider on the local server. |
Ports used by Shopping clients
The following table is for the Shopping client. It does not include ports required for other 1E products (for example Nomad, WakeUp and Tachyon) nor does it list ports required by Microsoft's Configuration Manager.
| Port | Traffic | Notes | Configurable |
|---|---|---|---|
| TCP 80 (HTTP) | Outbound | For browsers on clients to communicate with the Shopping central website (Shopping Portal). http://<ShoppingCentralServer>/shopping | Yes. If a port of other than port 80 is used, it must be specified on the URL used by users when connecting to the Shopping Website. |
| SMTP and POP3 | Outbound | These ports are required in a lab environment only if Exchange is not available, and an alternative email application is used to send and receive emails. | Yes. |
| TCP 389 (LDAP) | Outbound | Communication with Active Directory to verify user, computer and AD groups and resolution of each user's manager and email address. | No |
| TCP 636 and 3269 (LDAPS) | Inbound/Outbound | Communication with Active Directory. | No |
| TCP 8000 (HTTP) | Inbound (loopback) | For browsers on clients to communicate with the Shopping agent to retrieve machine information. | Yes. You specify the port in the 1E Tachyon Agent loopback URL setting in the Shopping Console. On startup, the Shopping client queries the following URL to get the loopback URL. http://<ShoppingCentralServer>/shopping/WindowsServicingAssistant/GetTachyonAgentUrl |
A new feature in Shopping 5.6 and later means that Shopping Receivers no longer require remote WMI (DCOM) TCP 135 and 445 connection to Shopping clients. Instead policy refreshes for new requests and re-shopping are now done using the Client Notification feature of Configuration Manager.
Sizing and deployment considerations
For optimum performance, we recommend the following:
| Single-server deployment | Distributed server deployment | |||||
|---|---|---|---|---|---|---|
|
| |||||
| Maximum number of machines | 5,000 | 25,000 | 50,000 | 100,000 | 200,000 | 500,000 |
| Benchmark configuration | ||||||
| Number of Shopping applications | 200 | 500 | 1,000 | 1,000 | 2,000 | 2,000 |
| Maximum user logons per hour | 500 | 2,000 | 4,000 | 5,000 | 10,000 | 20,000 |
| Maximum shopping requests per hour | 250 | 1,000 | 2,000 | 2,500 | 5,000 | 10,000 |
| Combined Application Server (total including SQL Server) | ||||||
| CPU cores (total) | 4 | |||||
| RAM (total) | 6 GB | |||||
| ActiveEfficiency Server (total) | ActiveEfficiency Server (total) | |||||
| CPU cores | 3 | 3 | 4 | 5 | 6 | 8 |
| RAM | 1.5 GB | 4 GB | 5 GB | 5.5 GB | 6 GB | 12 GB |
| ActiveEfficiency Server service | ||||||
| CPU cores | 2 | 2 | 3 | 4 | 4 | 4 |
| RAM | 1.25 GB | 1.5 GB | 2 GB | 2 GB | 2 GB | 3 GB |
| ActiveEfficiency Scout | ||||||
| CPU cores | 1 (50%) | 1 | 1 | 1 | 2 | 4 |
| RAM | 250 MB | 1 GB | 1 GB | 1.5 GB | 2 GB | 6 GB |
| Shopping Server service | Shopping Server (total) | |||||
| CPU cores | 1 | 3 | 3 | 4 | 6 | 8 |
| RAM | 600 MB | 4 GB | 4 GB | 6 GB | 8 GB | 16 GB |
| Database Server (total) | Database Server (total) | |||||
| CPU cores (total) | 1 | 2 | 3 | 4 | 7 | 10 |
| RAM (total) | 3 GB | 4 GB | 7 GB | 9 GB | 11 GB | 16 GB |
| SQL Server instance max memory (total) | 1 GB | 2 GB | 3 GB | 5 GB | 7 GB | 12 GB |
| Disk space for database (total) | 4.16 GB | 4.25 GB | 4.5 GB | 5.5 GB | 6 GB | 8 GB |
| ActiveEfficiency database | ||||||
| CPU cores | 1 (60%) | 1 | 1 | 1 | 1 | 2 |
| SQL Server instance max memory | 625 MB | 1.5 GB | 2 GB | 3 GB | 4 GB | 8 GB |
| Disk space for database | 4.1 GB | 4.1 GB | 4.1 GB | 4.2 GB | 4.3 GB | 4.8 GB |
| Shopping database | ||||||
| CPU cores | 1 (40%) | 1 | 2 | 3 | 6 | 8 |
| SQL Server instance max memory | 400 MB | 500 MB | 1 GB | 2 GB | 3 GB | 4 GB |
| Disk space for database | 60 MB | 138 MB | 257 MB | 1.3 GB | 1.7 GB | 3.2 GB |
| Database sizes | ||||||
| ActiveEfficiency database MDF | 90 MB | 250 MB | 450 MB | 800 MB | 1.4 GB | 4 GB |
| ActiveEfficiency database LDF | 50 MB | 50 MB | 85 MB | 150 MB | 250 MB | 750 MB |
| ActiveEfficiency database TempDB MDF | 8 MB | 8 MB | 8 MB | 8 MB | 8 MB | 8 MB |
| ActiveEfficiency database TempDB LDF | 1 MB | 1 MB | 1 MB | 1 MB | 1 MB | 1 MB |
| Shopping database MDF | 22 MB | 60 MB | 118 MB | 1052 MB | 1076 MB | 1230 MB |
| Shopping database LDF | 10 MB | 17 MB | 22 MB | 43 MB | 112 MB | 668 MB |
| Shopping database TempDB MDF | 8 MB | 11 MB | 20 MB | 36 MB | 75 MB | 246 MB |
| Shopping database TempDB LDF | 10 MB | 50 MB | 97 MB | 190 MB | 371 MB | 1057 MB |
Recommendations
- Servers can be deployed either on physical or virtual machines. For deployment on a virtual machine, assign the CPU cores at 100% virtual machine reserve
- If network usage during the synchronization is a concern, for environments with 25,000 or more computers, we suggest a dedicated 1Gbps standard Ethernet connection between the servers (Scout, ActiveEfficiency and the Shopping server), with each server being multi-homed (i.e. 2 x NICs) so that the Shopping synchronization traffic between the servers can travel over this dedicated network and not compete for bandwidth
- Database server:
- We recommend you deploy data, logs and TempDB on separate physical disks
- The database RAM recommendations are strictly for the maximum server memory to be allocated to the database instance and an additional 2 GB RAM is required for the operating system
- Configure SQL Server with maximum server memory limit and not at the defaults to consume unlimited memory
- Assuming there are in total 100k users and machines across the estate, the database growth on an average is about 7.5 MB for ActiveEfficiency Database for every 1000 devices and users added to the system. Note that the actual growth can vary depending on other factors.
- ActiveEfficiency Scout is only required for AppClarity and Shopping. If ActiveEfficiency is not being used for AppClarity, then run the ActiveEfficiency Scout sync in its alternate mode to minimize the amount of data to what is required by Shopping. Scout mode is configured using the 1E ActiveEfficiency Sync Manager tool.