Mac OS X Lion Server Essential Training

Mac OS X Lion Server Essential Training

with Sean Colins

 


In this course, author Sean Colins shows how to configure a Lion Server installation, while highlighting its ease of use. The course gives an overview on servers: what they are, why they're necessary, and how to set them up quickly. It also covers file sharing, managing iOS devices with the new Profile Manager, and creating and sharing podcasts in Podcast Publisher, plus productivity services such as iCal, Address Book Server, and iChat Server, which keep shared calendars, contacts, and chat conversations securely in your possession.
Topics include:
  • Understanding installation requirements
  • Setting up AirPort Extreme using the AirPort Utility and server setup assistant
  • Enabling and using AirPlay
  • Upgrading to Lion Server from Snow Leopard Server
  • Properly setting SSL to protect data from thieves
  • Preparing storage for use on a server
  • Wiping, locking, and configuring iOS devices remotely
  • Backing up the server
  • Configuring Lion Server as a VPN server
  • Understanding logging in and privileges
  • Hosting an email server in an office or home
  • Connecting with Mac OS X Server Mail
  • Accessing Lion Server from client computers
  • Troubleshooting using the command line

show more

author
Sean Colins
subject
Business, Developer, Servers
software
Mac OS X Server 10.7
level
Beginner
duration
6h 50m
released
Oct 07, 2011

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Introduction
Welcome
00:04Hi! I'm Sean Colins.
00:05Welcome to Lion Server Essential Training!
00:07Lion Server is the latest version of Apple's Mac OS X Server operating system
00:12and it has some fantastic new features.
00:14We'll get started by setting up your network and integrating Apple's AirPort
00:18hardware for easy management.
00:21I'll demonstrate the brand-new Profile Manager, showing you how to enroll
00:25and manage devices including Macs and iOS devices like iPads and iPhones in your organization.
00:34We'll fully explore Server app and we'll see just how easy it is to manage.
00:39Next, we'll set up essential services like Mail, the Wiki, and file sharing.
00:44Then we'll take a look at the all new Podcast Publisher.
00:49And later, I'll show you how easy it is to connect your iPhone, iPad, and
00:53Windows 7 devices to the services we Set Up.
00:56Lion Server is a big change from the previous version of Mac OS X Server.
01:01I think you're going to really enjoy our time together.
01:03Let's dive in!
Collapse this transcript
1. Preparing for Lion Server
Knowing your network and how it routes to the internet
00:00If your server is on a local network, everything on that local area network will
00:05be able to see your server without additional configuration on your part.
00:10Your server may be on what's called a VLAN or a Virtual LAN, which is one local
00:15area network that is separated from other local area networks inside of your
00:19company or organization.
00:21If that's the case, your server will be available to other computers on your VLAN.
00:25VLANs are extremely unlikely outside of enterprise networks.
00:29So if you're setting up your own network, don't worry about it.
00:32If you are setting up your server on a company network to support your
00:35workgroup, you should talk with your IT department to plan the installation of your server.
00:40They can help you with routing, helper addresses, and DNS if needed.
00:44For people outside of your local area, to use services you set up on your
00:49server, you need to allow them access through your firewall if you have one.
00:54And you have to forward the ports necessary for each service to work from your
00:58Internet connection into your server.
01:01If you don't perform these extra tasks, your server will still work, but things
01:05you expect to work on the Internet won't function at all.
01:08A great example of this is a website.
01:11If you copy your website to the proper place on your server while watching these
01:15movies and you don't have an Apple AirPort Extreme like we do, you'll need to
01:19configure your router to pass traffic or requests from customers that are trying
01:24to access your server from the Internet through Port 80 on your router into your
01:31network and onto your server, so that your server can then receive those
01:35requests and respond to them back out through the router.
01:39In our troubleshooting chapter, we'll show you a webpage that Apple
01:42provides with a reference for ports you will need to forward for specific services to work.
01:48Also in my DNS and Network Services title, I show you how to configure advanced
01:53network settings and services that we don't cover in this title.
01:57Also in my DNS and Network Services title, I show how to configure advanced
02:01network settings and services that we don't cover in this title.
02:04So if you feel you need more information about Firewalls, DNS, or DHCP,
02:10please have a look there.
02:11For our installation, we have an Apple AirPort Extreme plugged into our cable
02:15modem via the WAN port on the AirPort Extreme.
02:19That cable modem is plugged into our Internet service provider.
02:23They handle all of the details on their network from that point forward.
02:28We then have the LAN ports on our AirPort Extreme Base Station plugged into our
02:32Mac mini Server and client machines.
02:35If your network has more devices that need wired connections, you will want to
02:39purchase a gigabit switch and connect that switch to the AirPort Extreme via
02:44one of its LAN ports.
02:46You can continue to daisychain devices in that manner with switches and devices
02:50until everything you need is connected.
02:52However, if you go beyond the number of ports you can connect to a single
02:56gigabit switch, you may want to seek out additional assistance from a local
03:00Apple certified professional, such as those you can find at
03:03consultants.apple.com.
Collapse this transcript
Understanding Lion Server installation requirements
00:00Apple has set prerequisites for the installation of Lion Server on a Mac.
00:05To begin, the Mac has to have a 64-bit Intel processor.
00:09This includes all of the Intel processor machines that Apple has shipped, except
00:13for the original Core Duo systems.
00:16If you have a Core 2 Duo processor, you'll be just fine.
00:20Anything after the Core 2 Duo will be fine as well.
00:24You need at least 2 Gigabytes of Random Access Memory or RAM, and at least 10
00:28Gigabytes of disk space available.
00:31However, you are setting up a server, so remember, if you're going to be setting
00:34up time machine to back up your client systems or file sharing, so people can
00:38put files on your server, mail, Web, virtually almost all of the services,
00:44you're going to need way more space than 10 Gigabytes.
00:47But those are the minimum requirements.
00:49You'll also need an Internet connection if you're installing Lion Server
00:53from the Mac App Store.
00:54You'll also need an Internet connection for validation of your hardware if
00:58you're reinstalling Mac OS X Lion on a system that shipped with it initially.
01:04Now those are the minimum requirements for Lion Server, but let's talk
01:08about reality here.
01:10The 64-bit Intel processor, okay, that's fine.
01:13That includes Core 2 Duo machines and if you think about it, Core 2 Duo machines
01:17were made right up until we started shipping things like the new Mac mini Server
01:21with its i7 processor.
01:23So a Core 2 Duo is fine, but think about which machine you're putting your server on.
01:28An original white iMac with a Core 2 Duo processor had a 3-Gigabyte RAM
01:35limitation, so if you're about to do a profile management server that 3
01:39Gigabytes of RAM, which could be the maximum for that computer, might not be enough.
01:44So you want to give some thought to what services you're going to be installing
01:48on your server before you choose the machine that will be your server.
01:53I would recommend for profile management that you go with a minimum of
01:564 Gigabytes of RAM.
01:58For file sharing, two gigs might be just fine.
02:00But for a lot of things that are running scripts in the background on the server
02:04that are doing a lot of background work, a very fast CPU, a multi-core CPU
02:10something with four cores or virtual eight cores would be great.
02:154-gigs, I think would be a good minimum to go for.
02:18And if you're doing profile management, again, I would go for the fastest best
02:22processor you can get and I would go for the most RAM you can put into the
02:26machine you're using.
02:28I don't think it would be overkill at all to consider 8-gigs or 12-gigs of RAM
02:32even in a system of that type. All right!
02:35Let's move on to the next subject.
Collapse this transcript
Planning for your server
00:00When you think about planning for your server installation, think about it like
00:04planning for a vacation.
00:06There a lot of analogies, right, there are a lot of similarities here.
00:08When you're planning a vacation, you can just throw the family in the car and
00:12get on the road and head in a direction and experience the adventure.
00:16And that's totally cool.
00:17You can do the same thing with the server.
00:19You can set it up, plug it in, get it going, turn things on, turn things off,
00:24experiment, break things, whatever you want to do, right?
00:27There's a valid reason to do that.
00:28Some people just love to get in and get their hands dirty and play.
00:31If you're going to do something like that, I would recommend setting up your
00:35server on a small segregated test network if you will, a place where you're not
00:40going to disrupt other services on other servers or with other client machines,
00:45but you can get your hands dirty and you can get in there and play.
00:46On the other hand, if you're more of a planner, then whenever you go on vacation
00:52with the family, you probably know how many days you've got to go, you probably
00:55know where you want to stop, you probably know how much time you want to spend
00:59when you get each of these places, you've got a roadmap.
01:02And that roadmap helps you to get more things done with your time.
01:05It's not for everybody.
01:07Not everybody is a planner.
01:08But if you are, I wanted to talk to you about a few things you should plan in advance.
01:14So the first thing I want you to think about when you're thinking about your
01:16server is who's going to use your server, what are they going to need, and are
01:22you going to be able to provide them with what they need by turning on a
01:26service on the server.
01:27There are a lot of services and going through this entire title with us, you're
01:31going to be able to see what the server has to offer.
01:35And you'll be able to plan a little bit better.
01:37You're also going to want to know what you want to name your server.
01:41Have that domain name planned right upfront, know where it's going to be
01:46registered, have it registered before you start the setup of your server.
01:51Have it pointing to your AirPort.
01:52We're going to do that this way in this title.
01:54If you watch this linearly, you'll find that you're just going to flow from one
01:59thing into the next, and we did that on purpose.
02:02Similarly, you'll want to already know where you're going to get your SSL
02:06certificates from, what they're going to be called, and what kind of SSL
02:09certificate you're going to need to buy.
02:11It's also a good idea to sort of plan financially for these things because it's not all free.
02:15Know these things ahead of time.
02:17They'll save you time when you're doing it in the process.
02:20Know the environment you're putting your server into.
02:23Certainly with the Mac mini Server, you can put it just about anywhere, next to
02:26a potted plant, no problem.
02:28But keep in mind, you don't want to be putting it underneath leaky pipes, you
02:31don't want to be putting on top of a heater.
02:33Those are extreme examples, but in a small office environment where space is
02:37limited, you might find that the only places that seem reasonable to put a
02:42server aren't the best places for a server.
02:44For example, inside of a closet with no ventilation, the server is almost
02:48guaranteed to overheat, even something small and power efficient like the Mac mini Server.
02:53So be aware, you need to have proper cooling, it needs to be in a place
02:57where you can get to it.
02:59When you plug this thing in and plug it into the network and turn it on for the
03:02first time, be sure that you're setting your server up in the space and on the
03:08network where you intended to finally live.
03:11Changing the server's IP address after you finished setting it up or changing
03:15its name after you finish setting up is quite a big deal.
03:18If you look at Apple's Help documentation, you'll see the many pages of
03:22information about the multiple services that are affected by a name or an IP
03:26address change and how each of those services is uniquely affected and how
03:30you'll have to try to reverse those processes.
03:32Apple gives you some interesting tools, actually a very friendly button in this
03:36new version, Lion Server, to fix that.
03:39But your mileage may vary;
03:41depending on the services that you have turned on, that change of IP or identity
03:45might not work as you expect it to.
03:46So try to have all of this planned out ahead of time so you don't have to make
03:51those changes later on.
03:52Obviously, you're going to have to know the IP address, the subnet mask, the
03:56router address, you're going to have to know the numbers for your DNS servers,
04:00all of this network information.
04:02You have to have that fully qualified domain name really locked down.
04:05You've got to know what you want to name your server ahead of time.
04:08But if you have all of this information in your head or on pieces of paper in a
04:12nice organized plan, I think you'll have a much better experience when setting
04:16up your Lion Server.
Collapse this transcript
Understanding the changes in Lion Server
00:00As you will notice immediately upon installing OS X Server Lion, a lot of
00:05things have changed.
00:07We've lost some services, we've gained some capabilities, and a few things that
00:11we hold near and dear that were rules that we thought we could depend on forever
00:15have just flat-out changed.
00:16A lot of this is for the better and certainly most of it goes towards trying to
00:21find a completely new audience for Lion Server.
00:25So I'm going to try to explain some of those big things for you so we can get
00:29them out of the way right off the bat.
00:31First thing I'd like to mention is that Lion Server is supported on laptops now.
00:36Used to be, we would only be supported by Apple if we chose to install OS X
00:41Server on desktop hardware.
00:44Laptops always worked, but they weren't a supported platform.
00:47Now, they've done away with that now.
00:49Now Macs, whether they're a MacBook Air or Mac mini or a Mac Pro, everything is supported here.
00:56So you've got a lot of flexibility being offered to you by Apple.
01:00And that offers some additional changes.
01:02I mean, if you're on a laptop, it's likely that you're going to be on a
01:06DHCP-offered address, which means as you move from network to network;
01:10you may be on a different IP address as you move from place to place.
01:14In fact, for some services like File Sharing for example, a static IP address
01:20is just not necessary.
01:22You need to have an IP address to get things going, but that IP address could
01:26change as you move from network to network.
01:29And if you are using a service that supports working just over Bonjour for
01:34example, you're going to be just fine.
01:36We have three different types of server name that we can use now.
01:40We have .local name, we can use a fully qualified domain name that's own
01:44private non-routable domain name, and we can also do fully qualified Internet
01:50capable domain names.
01:51Examples here might be server.local, server.mycoolnetwork.private, or
01:57server.groundswellgear.com.
02:00Obviously, you can get to server. groundswellgear.com from anywhere on
02:03the Internet, because .com is a root domain that is understood by the
02:09routing systems and DNS.
02:11.private doesn't exist out there in the outside world.
02:14So if you try to go to .private from Washington, D.C. and you're trying to
02:18access your server back in Los Angeles, that's not going to work unless you're
02:21tunneling in through a VPN.
02:23So just be aware of that.
02:25Another thing about that .local name, if you choose to name your server with the
02:29.local domain, keep in mind that you won't be able to access that server while
02:34connecting through a VPN, because . local is not routed through a VPN.
02:38So there are some planning concerns that you have to take into account there as well.
02:42When you think about a fully qualified domain name and what the big deal was
02:46about that in the past, we were always making a big deal out of that, because
02:50Kerberos was really wanting to have a forward and reverse lookup on a fully
02:54qualified domain name in order to function properly.
02:58Thing about that is Kerberos, while it's in the LKDC, was really a big deal in
03:03our Open Directory Master and our Open Directory replicas.
03:06With our Open Directory Master, we did that because there were several
03:09services that really needed it and that we really wanted to have running on an
03:14Open Directory Master.
03:15But there are really only a couple of services that actually need an
03:20Open Directory Master.
03:22And the nice thing is that Server. app will instantly tell you if you're
03:26starting a service that does need an Open Directory Master and it will offer to
03:29set one up for you.
03:31And that automated process will work just fine as long as you've got the
03:35foundation set up properly.
03:36Just keep in mind, if you're going to set up or you plan to set up a Podcast
03:40Producer server, that's the Podcast Producer server classic, not the new
03:43Podcast Publisher, or if you're going to use Profile Manager to manage your
03:48Macs or your iOS devices, your iPads, your iPhones, your iPod Touchs, then you
03:53really will need that fully qualified domain name, because you'll need that
03:57Open Directory Master.
03:58So if you're planning on doing that stuff, just keep that in mind and start with
04:02a true fully qualified domain name.
04:04That would be either the server .mycoolnetwork.private or the
04:09server.groundswellgear.com option of those two options there.
04:13Another thing to consider here is because the Server.app when downloaded offers
04:18to turn your local system into a server, you want to be very, very careful about
04:23where you download that Server application to and whether or not you actually
04:28want to install server on the machine where you're opening Server.app.
04:32Server.app when opened on a system that is not an OS X Server walks you through
04:37a couple of steps where it starts to download software and set you up as an OS X Server.
04:42And that process is very, very quick and there's no Back button, so plan accordingly.
04:47We show you a movie in Chapter 3 where to connect to remote OS X Servers and
04:52how to accomplish that in the Server. app without turning your client system
04:56into a server itself.
04:58So finally, you'll notice that in the process of doing our set up, we won't ever
05:02enter a serial number here.
05:04The software for the server is not on an optical disc anymore.
05:07It's only available through the App Store and all of the stuff you buy through
05:11the App Store is DRMed.
05:12Apple knows which Apple ID is associated with that stuff and Apple knows if
05:16you've purchased it or not.
05:18Even though you're allowed to download once and install on many systems,
05:22Apple is able to keep track of what you've got and where you're putting it,
05:26which is all they really wanted to accomplish with serial numbers in the
05:28first place, right?
05:29So there are no serial numbers now.
05:31You can download Mac OS X Lion Server and install it on two, three, four, five
05:36systems on your office.
05:38No problem if you need to.
05:39So that's what we're going to show you how to do.
05:41Those are the big changes in Lion Server.
05:44I hope that helps.
Collapse this transcript
Things that went away in Lion Server
00:00There are a few major services that aren't gone in Lion Server.
00:04In previous versions of the product, you may have grown used to using the Print
00:08Server, the FTP file sharing service and binding Windows machines to the open
00:14directory Master as a PDC, all three of those things are gone.
00:18Let's talk about each of them in turn.
00:19So we had the ability before to be a print server, this allowed us to aggregate,
00:25say five or six different printers of the exact same model into a pool, and the
00:30print server would just pass the jobs onto whichever printer happened to be
00:35available at that time.
00:36We could do print queues, we could assign privileges to individuals, that is now gone.
00:41We still have the ability to share printers, but it's exactly the same ability
00:45to share printers that was present whenever we're in client, right?
00:49So Lion Client now has the ability to share printers using the System
00:53Preferences and we have the same ability in Lion Server, it's exactly the same thing.
00:59FTP Services, file sharing is very different in Lion.
01:03We have Apple file protocol, so file sharing between Macs, that hasn't changed
01:07much, except that it's a lot faster than it was before.
01:10SMB, of course, completely rewritten, it's now not Samba, it's SMB X, rewritten
01:15from the ground up by Apple's engineers.
01:17And FTP is gone, and FTP is gone for a couple of different reasons.
01:21I mean, first of all, if you think about FTP, it is a very un-secure way of
01:26communicating back and forth on a network.
01:28It's easy to hack, it's generally not a great idea, you should probably find a
01:33different way of accomplishing file transfers, whether it's an SSL Encrypted
01:38blog or Wiki site, or you've got files or if it's something else.
01:42One good example is if you turn on SSH, you've got access to something called
01:47as SFTP, that's a secure Encrypted FTP client and that's supported by FH or
01:52transmit, and all you have to do is turn SSH on in the server app, very, very easy.
01:57So there are alternatives but I want you to be aware that the classic FTP
02:02solution is now missing.
02:04You can always install a third- party FTP server if you need to.
02:08Because our Window services used to be dependent on Samba, and Samba provided us
02:13with the capability to be a primary domain controller, that allowed our Windows
02:17clients to bind to our open directory server and for those Windows clients to
02:22login with a username and password, that was held in open directory, right at
02:26the login Window on their Windows PC.
02:29That's not supported any more, we can't do that.
02:32Don't get me wrong, we still have the ability to connect a Windows computer for
02:37file sharing purposes to a Mac OS X server and that works very well.
02:43The only functionality that's really missing there is that remote authentication
02:48at the login window to authenticate locally, using a network username and
02:53password, that is no longer supported to Windows devices.
02:56So as long as you're aware of those things being missing, you can plan accordingly.
Collapse this transcript
Downloading Lion Server
00:00One technique you can use if you're going to be installing Lion, and Lion Server
00:04on a lot of different systems is you can use the App Store as we see here to
00:08download the software into your Applications folder and then you can copy that
00:12software off to an external hard- drive, and move it around as you wish.
00:17As long as you're installing on systems that are yours and you're within Apple's
00:21Licensing Agreement, you should be just fine to do so.
00:24But what this is intended to show you is that there is a way to download the
00:29software once, and not have to go through the process of the lengthy download
00:33through your Internet Service Provider every single time you do this.
00:36Also worth mentioning is that Apple has released a USB Installer Stick that's
00:42like $69 that you can purchase from the Apple Store and you can use that to
00:46install on multiple systems as well.
00:48But we're going to get started by clicking on the OS X Lion link here in the App Store.
00:52You're going to start by clicking the Buy App button and then put in your
00:56Apple ID and your Password, and this is going to allow you to sign into your
01:00Apple ID and then what Apple will see is whether or not you've already
01:04purchased this or not.
01:06If you have already purchased it, it'll say, hey!
01:08You've already purchased this, and we are just going to download it for you. There we go!
01:12So you have already purchased this item, so we are going to click OK.
01:15You see the icon, it just moves right there from the Installing button right
01:19down into the Dock, and if you had Launch Pad open, it would be downloading
01:22into Launch Pad as well.
01:23Now, where this is going is into your Applications folder and what you will
01:27notice is while it's downloading, you will have this handy little Progress Bar
01:30that will fill up and of course we are downloading gigs of data here.
01:34So no matter how fast your Internet Connection, it's going to take a while for
01:37that guy to fill up.
01:38So I am going to go up here into the Search field, so we can talk about server.
01:41I am going to type Server and hit Return, and what you will see is that the App
01:45Store goes out and searches on server and of course it finds OS X Lion Server as
01:49one of the top hits.
01:50So I am just going to click on the title there, so we can go to the server
01:53page, and you can see right here I've got an Install button and I've got the
01:57ability to click on that.
01:59But of course that's not going to work for me because we're downloading this
02:03into a 1068 computer.
02:07So because we are in a 1068 computer, it won't allow us to click the Install
02:11button or to download the app.
02:13Now what it knows is that since I've already logged in with my user account, I
02:18have already purchased Mac OS X Lion Server.
02:21That's why this says Install rather than Buy App.
02:26If you get here, and you see Buy App, it means you haven't purchased it before.
02:30You will have to go through the purchase process and then you will come back and
02:33you will click on it again, and you'll get your app down.
02:36So once you've got both of these things downloaded into your Applications
02:38folder, it's very easy to simply copy those applications off to a thumb drive or
02:43an external hard-drive and then carry those around with you, so that you can
02:47install those apps by dragging them over into your Applications folder and then
02:51going into the App Store right here, as long as those apps are in the
02:55Applications folder on the system, on which you're running, the system will
02:59automatically notice that, that's already been downloaded and the DRM will all
03:03be handled for you automatically. Okay.
03:05So that tells you how to download Lion and Lion Server off of the App Store and
03:10how to move those apps around later on to avoid having to re-download through
03:14your Internet Service Provider.
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2. Preparing Your Network and the World
Introducing port forwarding on the router
00:00Getting a server set up properly and having it work the way you intended to, is
00:05much more about your initial planning, the setting of your foundations, and
00:10understanding your network than it is about almost anything else.
00:14When we talk about setting up your network and understanding how it routes and
00:19how you get out to the Internet, we need to have a fundamental understanding of
00:24the way your network works.
00:26I find that most people don't really understand this at all.
00:29So I'm going to give you a high-level brief introduction to how your network
00:34functions and why we need to do things like Port Forwarding.
00:38So your server is going to be sitting on what I'm going to term an Internal
00:43Network, and it is going to communicate with client systems Macs, iPads
00:49whatever on your Internal Network, say it's inside of a small office, so this
00:53is in your company.
00:54You may also want your server to be able to talk to other devices that are not
01:00on your internal network.
01:01For example, if you turn on Web Services and you want your customers to be able
01:05to access the Wiki or the blog that you've set up, so that you can set up a
01:10conversation area where they can get into your server and make comments and tell
01:16the world about how awesome your services are, well, that's fantastic, but they
01:20need to be able to get through the equipment that separates your network from
01:25the Internet in order to communicate on your server.
01:29So, so far we've talked about two different things, we've talked about the
01:32Internet and we've talked about your local network.
01:35What is that barrier between those two?
01:38Well in our case, we've chose an AirPort Extreme Base Station, and we've done
01:42that because the AirPort Extreme Base Station can be tethered in a way to your
01:47OS X server, so that your OS X server can automatically update the information
01:53on the AirPort, and it can be configured to pass that traffic through
01:57automatically, so you don't have to worry about it.
02:00You don't have to use the AirPort Base Station to accomplish this.
02:04In fact, in prior versions of our OS X server training, we've even shown you
02:08how to configure a D-Link router and other devices, so that they can port forward through.
02:13But one way or the other, you have to find a way to poke holes through that
02:18router that is between the Internet and your Internal Network, so the traffic
02:22can get from people on the outside to your server on the inside.
Collapse this transcript
Using the AirPort Utility to set up your AirPort Extreme
00:00Once you've got all your planning taken care of, you need to set up your
00:03network, because you have to have a network to support your server and that's
00:08what we are going to do right now.
00:09So I've got my handy new trackpad, because this is Lion after all, we are doing gesture.
00:13So I am going to do the four-finger pinch.
00:15That's going to get us into Launchpad.
00:18Once we are in Launchpad, I am going to click on my Utilities folder.
00:21It opens up beautiful, just like it would on my iPad.
00:23I just love this feature.
00:24Click on the AirPort Utility, and up comes the AirPort Utility.
00:27Now, when you first plugged in your AirPort Base Station, if you came over to
00:30your computer and noticed that this was already up, that's because the default
00:34preferences for the AirPort Utility are to notice any base stations that are
00:38in a state of distress, or have an update that's necessary and open up the utility for you.
00:43Now, we could choose to go the automatic route over here by clicking
00:46the Continue button.
00:47But I thought I get you into the manual setup area just because that sort of
00:51gets us right into the meat of the configuration here.
00:54So let's click on Manual Setup, and wow!
00:58We've got a lot of stuff going on here. Don't we?
00:59Let's have a brief tour of the Summary area.
01:02So first thing we have here is the AirPort Extreme Name.
01:04This is the name of the box itself.
01:06We have a Status menu.
01:07We've got an amber light here that's telling us that there is some stuff that's wrong.
01:11We know that.
01:11This is a brand-new device, that's come right out of the box.
01:14We can't expect it to be perfect right out of the box.
01:16The version of the software that's on the AirPort, this is something you'll find
01:20that you need to update occasionally;
01:22the hardware Serial Number.
01:23We have two radios inside of this guy that are going to serve up two different
01:28forms of AirPort signal.
01:30We've got the 5 GHz radio and the 2.4 GHz radio.
01:33The 5 GHz radio is basically giving you a whole bunch of channels that are all
01:37discrete and you've got a lot of resiliency here.
01:40So if you're going to be deploying a whole bunch of iPads, you'll want to be
01:43setting up a 5 GHz network.
01:45If you have to support iPhones or older devices that can only do the 2.4 GHz
01:50range, then you're going to want to be setting up the 2.4.
01:53Cool thing about the AirPort Extreme Base station is it can do both, and here
01:57are the Mac addresses of each of those.
01:59We've also got the Ethernet ID on the device, the Wireless Mode, we are going to
02:03create a wireless network.
02:04That's what it's been told to do here, and we will be changing some of those
02:07settings as we get into these other tabs.
02:09We have our Wireless Security settings.
02:11Right now it's set to None;
02:12the network name which is set to an Apple default, our Channel.
02:15So this is the 5 GHz channel and this is the 2.4 GHz channel.
02:19We will definitely be changing at the very least the 2.4 GHz away from
02:23Automatic, so we can control where that's sitting.
02:26How many wireless clients you've got connected?
02:28Whether or not we're connected over Ethernet?
02:30And then of course the IP Address.
02:31As you can see, there's a lot of information here that's either missing or not
02:34optimal or just flat out, won't work like this self-assigned IP address.
02:39At the top here we've got our AirPort, Internet, Printers, Disks, and Advanced menus.
02:47We are going to start over here on the AirPort side and we're going to click on
02:51our Base Station Tab.
02:53We're going to name the base station, just going to call it something simple
02:57like Lion, and we can set up our AirPort Extreme Password.
03:00I am going to just set to something that I can easily remember, but I am also
03:04going to make sure that it's over eight characters, because we've got an
03:07eight character minimum in place on this device and I like to keep my
03:10passwords up above that minimum.
03:13And for ease and for simplicity during this recording, I am going to remember
03:16the password into my keychain.
03:17You may choose not to do that for security purposes.
03:20I am going to set time automatically.
03:21We're going to go to time.apple.com, because as long as I'm going to the
03:24Internet, I should be able to get to that time server.
03:28I'm not going to allow set up over the WAN port only because I know that I'm on
03:33the LAN here inside and I don't want folks to be able to access my device from
03:38the WAN port for setup.
03:40If you want people to be able to access from the outside and make configuration
03:44changes, for example if you want to be able to access your device from the
03:48outside and make configuration changes, you'll need this to be on, but I am
03:51going to turn it off.
03:52I am going to go over here Wireless, we are going to Create a wireless network.
03:55I am going to call it Lion Network and we are going to go for an Automatic Radio
03:59Mode, but Channel Selection is going to be Manual and I am going to edit down
04:04here primarily because I want to talk about the 2.4 GHz channel spectrum.
04:09So with 2.4 GHz, there is a lot of what we would call bleed over.
04:14So the only usable channels that we have in the 2.4 GHz range are 1, 6, and 11
04:20because these other channels are going to get radio interference from devices
04:24that are already on one of the other channels.
04:27As long as you stick with 1, 6, 11 and you spread out your AirPort base stations
04:31in an appropriate fashion, you won't get that kind of radio interference.
04:35So I am going to stick with 1; that's fine.
04:38And the 5 GHz channel, I'm going to stick right up here at the top at 161.
04:43That should be just great. Click Done!
04:45I am going to add some Wireless Security, WPA/WPA2 Personal would give us more
04:50compatibility, WPA2 Personal is going to give us better security.
04:53So I am just going to go ahead and put this in here.
04:55Again, you probably want to keep this wireless password different from the
04:59device password and we're going to talk about Guest Networks in a second.
05:03You probably want this password to be different from your Guest Network password as well.
05:07Again, you probably won't want to remember the password in your keychain, I'm
05:10going to just for simplicity during the recording process.
05:14Here, I'd like to point out that you get the chance to put-in a 5 GHz network name.
05:19I did that by clicking on Wireless Network Options in the previous screen,
05:21and the sheet pulls down and gives you a chance to name your wireless network
05:26for the 5 GHz range.
05:28It can be very convenient to just leave the default name of your network,
05:32plus the tag 5 GHz.
05:33It tells people exactly what they're getting.
05:36If you have a low multicast rate, you're going to have better compatibility.
05:41A high Multicast Rate will give you better speed, but if you're having
05:44devices drop off of your network quite a lot, then you probably want to back it off to low.
05:48If you want to tweak these settings trying to go for higher performance, you
05:52can, but your compatibility is going to be better down here on low.
05:56And your Transmit Power, probably want to be 100% unless you've got a lot of
06:00AirPort devices that are all very close together in which case you might want to
06:03drop the power down so that you reduce the amount of overlap and therefore the
06:07amount of interference.
06:08I am going to leave ours at 100%.
06:095 GHz gives you the ability to use either narrow or wide channels.
06:15As it explains down here, the wide channels provide higher throughput, but might
06:19interfere with nearby networks that are trying to use the adjacent channels.
06:23We are going to use wide channels, because we don't have that problem here, and
06:26because I want to get the highest performance possible through the pipe we are
06:30creating here over the air.
06:31Lastly, you can create a closed network.
06:34What a closed network is essentially is a hidden SSID.
06:38This name of the network is considered an SSID and it would be not broadcast.
06:43So it would not be available in an AirPort menu for people to select if you
06:47check this checkbox.
06:49I am going to leave mine visible though because a hidden SSID doesn't really
06:52give you much security.
06:53There are far too many wireless scanners out there and a lot of wireless devices
06:57that will just see hidden SSIDs by default and so hiding it doesn't do a whole
07:03lot to secure your network.
07:05Better to just choose good passwords.
07:07I am going to click the Done button now.
07:08We will come over here to Guest Network.
07:10I'm going to enable the Guest Network, because I like the idea of letting people
07:15onto my wireless network so that they can have the convenience of checking their
07:19email or going to a website.
07:21But I don't want that guest to necessarily be able to see all of my company
07:25resources over Bonjour on my local network.
07:28So this accomplishes that quite nicely.
07:32You can allow guest clients to communicate with each other, but not communicate
07:37with other devices on your network.
07:39But I'm going to even leave that off.
07:41That's going to be great there.
07:43I'm also going to create some security here, because I don't want people to
07:45just tag on to my network and start going to sites that I don't want them to go
07:49to, because if they go some place really, really bad, they're going there with
07:52your public IP address.
07:54That means that was your traffic.
07:55So you're responsible for it.
07:57Let's pop-in a Guest Password here, and remember to write down all these
08:01passwords in your documentation, so you can remember what back they were later on.
08:04We'll talk about RADIUS later on, because that will be tied in later in another
08:09chapter related to OS X server.
08:12You can set Timed Access via MAC Address, so when people connect up, you can
08:16tell the system how much time they're going to be allowed to get on or
08:19simply not enable it.
08:20At this stage, not enabling is probably easiest.
08:23Then we are going to go from the AirPort section over here to Internet.
08:26This is where we are going to configure the AirPort Base Station to get onto
08:30our public network.
08:31I am going to click on TCP/IP, click on Manually, and enter our network
08:36information which I've got written in our plan.
08:39You're going to get this information from your ISP as we mentioned in
08:41the planning phase.
08:42So if you've got DSL or a cable modem or maybe you've even paid for a T1 or T3
08:48or something like that, your ISP will have given you this information.
08:51This will be the public information that's used to connect up to your Internet
08:55Service Provider and up to the Internet.
08:57Very importantly here we are going to put in DNS Server(s).
09:00One thing that we've noticed is a bug in the automatic configuration that
09:05doesn't immediately ask you for DNS server.
09:08So if you chose to do your AirPort setup in the Automatic phase, come in here
09:12into the Manual section and take a look here in the DNS Server(s) area.
09:15If these are blank, that's your problem.
09:17I'm putting in some IP addresses for some old PacBell DNS servers that we know
09:22are still up and running and still allow public access for everyone.
09:25No matter where you are, pretty much you're probably going to have success
09:29accessing DNS from these IP addresses.
09:32Then you can put-in a search domain for your Domain Name if you wish.
09:35I am going to go ahead and do that.
09:37Our domain name for the purposes of this course is groundswellgear.com and
09:42we'll be showing you how to register all that stuff up on the Internet in another movie.
09:45So DHCP;
09:46this is where we choose the network that's being handed out to all of our devices.
09:50The 10.0 network is a default for our Apple network.
09:55Whenever our AirPort base station comes up, it's going to start off with this by default.
09:58But you can also choose 172.16 or 192.168 as a starting point here for
10:04your DHCP, and this is going to define what IP addresses are available on
10:09your internal network.
10:11So for example, if you chose to go to 192.168, it would change the IP addresses
10:16that are being handed out to client devices on your local network.
10:19I am going to go ahead and do that just because it's illustrative.
10:22So I'm going to change this and I'm also going to change this from the 1 range
10:27up to something like 19.
10:30One thing that's important to note here is that whenever you're doing, and this
10:33has to do with port forwarding later on, when you're making this decision about
10:37your DHCP, keep in mind that if you're going to be using VPN later on, we'll
10:42talk about that later, if you're going to VPN from a remote network into your
10:47office network, these network ranges on the two networks that are going to be
10:51connected via that VPN, they've got to be a different range.
10:54If they're identical, if they start with 192.168.19 and you're on a
10:58255.255.255.0 subnet, those are on the same network, and they're not going to
11:03pass traffic between the different networks on that VPN tunnel.
11:07Similarly, you won't be able to access any servers that are set up as .local if
11:11you were to do stuff like that.
11:12So be careful here, keep things unique, and that will be good.
11:16We also have the IP range for our Guest Network.
11:19Remember over here in AirPort, we set up a Guest Network.
11:22Well, that needs its own range which it's got right here.
11:25So that's really all we need to set up, the DHCP Lease, the Message, the LDAP
11:29Servers, the Reservations, these are all fine in their default settings.
11:33If we come over here to the NAT Tab, we are not going to enable the default
11:36host, and we are going to leave this at its defaults as well.
11:39So at this point, we have everything set up the way we need to be set up in
11:44order to move forward.
11:46We could plug-in a USB printer, and configure that here, we could plug in a USB
11:50disk, and configure that for file sharing if we wanted to, and we could even
11:54configure some advanced Port Mapping settings.
11:57We'll be doing that a little bit later on and I'll show you how to do that
11:59whenever we get into server app and how to make server app control your
12:03AirPort Base Station.
12:04We could also add a MobileMe member name here, which would allow us to gain
12:08access to this MobileMe enabled device from anywhere on the Internet, and we can control IPv6.
12:14But I'm not going to change any of these defaults.
12:16I am going to leave it exactly where it is, and I'd like you to do the same,
12:19because if you just change your settings so that they are similar to what
12:23we've done here and click Update, your network should function just fine
12:28whenever it restarts.
12:30After this restart, you ought to be able to open up Safari and go to a webpage.
12:34We are going to watch this restart, we are going to open up Safari, go to a
12:38webpage to prove that it's working, and then we'll move on.
12:42Now it is worth mentioning that if you've changed the range on your network
12:46in this process, the client machine you're working from might be on an older DHCP address.
12:52So it could be a good troubleshooting tip at this point for you to go into
12:55your Network System Preferences and refresh your DHCP settings, so that you're
12:59sure to get an IP address on the new network you've just set up on your
13:03Extreme Base Station. Okay.
13:05So our Base Station is back up and running, we have a green indicator light
13:08that's telling us that everything is set up normally.
13:10If I go back here into Launchpad, and I find Safari, here we are!
13:16We've gotten ourselves to a webpage.
13:18If you didn't get to a webpage, a couple of suggestions;
13:21one is come back into your Base Station and come over to Internet and take a
13:26look at the settings in this tab.
13:29In the TCP/IP Tab, you're going to want to look at your IP address, your subnet
13:33mask, your router address, your DNS.
13:36Those things are going to be the primary sources of possible typos or
13:41misconfigurations that might be hanging you up.
13:44Make absolutely certain that you've got these addresses all right and that
13:49you've got DNS servers that you can actually get to.
13:52One quick point about troubleshooting this is that you can go to Utilities
13:57right over here, go to Network Utility, and you can do things like Ping your DNS servers.
14:02We are getting responses here.
14:05If you see time with number in milliseconds, you're getting responses.
14:09You can do Lookups and look up something that you know is going to be online.
14:13Apple is never going down.
14:15Here you see we've done our question; www.apple.com.
14:18It shows the Question Section right here.
14:21So that's the question and if your DNS server is responding properly, it's going
14:25to give you an answer and even if it doesn't give you an IP address, it's going
14:29to give you an answer.
14:30So you're all set there.
14:31If those troubleshooting steps don't work, come back in here, double-check your
14:35information, and try reconfiguring your AirPort Base Station.
14:39But at this point, you should be online and we should be able to go on to the next step.
Collapse this transcript
Extending your network using Airport Express
00:00All right, so in between movies we have plugged in an AirPort Express Base
00:05Station that looks like this.
00:07If you go out and buy one, they are about 80 bucks.
00:09It can't be a greater way to extend your wireless network range than just
00:13plugging an AirPort Express Base Station into an Ethernet cable that is strung
00:19between it and your AirPort Extreme Base Station.
00:22That's how we have got these guys connected.
00:24They are not connected wirelessly but what's happening is this guy is serving
00:28out a network and what we are about to do is configure this guy to serve out the same network.
00:33It's going to be totally awesome.
00:34So we are going to click Manual Setup.
00:35It's going to read the configuration.
00:37We have got the same sort of information here.
00:39Note we don't have a 5 gigahertz radio.
00:41We have only got the 2.4 in the AirPort Express Base Station.
00:45So the range that we are extending is the 2.4 not the 5 gigahertz.
00:50That's an important point of interest there.
00:53So we are going to go with the new name.
00:54The other was the Office, let's call this one the Library just because that's we
00:59are putting it and we are going to give it a password.
01:02For the sake of unity and the sake of my sanity I am going to give this the same
01:07admin password that I gave to my primary.
01:09I am only doing that because I just really need less passwords in my life, but
01:15you can do whatever you would like.
01:17A unique password of course gives you better security.
01:19Similarly, I'm recommending that we not turn on Remember this password in my
01:23keychain, but I am for the class.
01:25We are going to set our Time Zone automatically using time.apple.com as we did before.
01:29Time Zone, that's where we are, set your Time Zone appropriately.
01:32We are going to allow going to Allow setup over WAN in this particular case
01:35because I want to be able to configure this from the connection over the
01:39plugged-in Ethernet port.
01:40Remember, we have got an Ethernet cable connecting these two, and in the case of
01:45the AirPort Express that wired Ethernet connection is the WAN port, so if turn
01:50this off we won't be able to configure it that way.
01:52It's not the worst thing in the world but if you turn this off you will only be
01:55able to configure this guy while you're connected to the wireless network, that
01:58could be restrictive.
01:59So we are going to leave that on.
02:01We are also going to leave the rest of these on a default and we come over here to Wireless.
02:06Now here's the kind of important part.
02:07I am going to come over here and I am going to open up Lion. You can do this.
02:11If you double click on any device in the sidebar it will bring that device up
02:15over here in a separate window and you can compare settings.
02:18This makes it much, much easier to do things like this.
02:21Wireless Network Name, okay.
02:22Well, I know I want those to be the same.
02:24So I am just going to copy and I am going to paste right over here, because
02:28if these guys are serving up the same network and I put them far enough away
02:32from one another, whenever you walk from one to the next what's going to
02:35happen is your device, say you're on an iPhone and you're walking from the
02:39library into the office.
02:41Well, if the library is on one end of your office building and the office is in
02:45the other end of the office building, the phone will just hop onto the strongest
02:50network as it gets to it as long as the network name is the same and you'll only
02:54have to enter the name and the password once.
02:56That's pretty cool!
02:58So we are going to set that up that way.
03:01We're going to go with a different channel.
03:03So remember we have the other one set to its own channel and I believe we are on
03:08Channel 1, so we are going to go with Channel 11 on this one, maybe it was far
03:13away as we possibly can in the spectrum.
03:15If we were going to add a few more of these remember what I said, we can stick
03:18to 1, 6 and 11 but I am going to keep these two channels as far away from each
03:22other as I can get them. All right!
03:24We are going to go with n, b/ g compatible. That's great!
03:27We are also going to go with WPA2 Personal Security and we are going to pop-in
03:32the same password, very important that we put in for the network over here on
03:39the other base station.
03:41Wireless Network Options, this is going to be a slightly different looking
03:44configuration screen.
03:45I am going to stick with the defaults.
03:47If the defaults are working for you, fantastic;
03:49if you find that people are getting kicked off of your network, if you've opted
03:53to 11 megabits per second Multicast Rate you can try dropping it back down to a
03:57lower Multicast Rate and if your airports as I said before are really close to
04:01one another you might want to drop the Transmit Power down.
04:03I am going to leave these at the defaults.
04:05That's all fine and I'm going to come over here to Internet, and I am going to go to TCP/IP.
04:12It's Using DHCP to pull its IP address but it's handing out its own DHCP network.
04:17I don't want it to do that.
04:18So what we are going to do is we are going to turn the Connection Sharing Off
04:23and put it in Bridge Mode.
04:25This doesn't communicate exactly what it's doing.
04:27Off makes it sound like it's not going to share its connection.
04:30It is going to share its connection but it's going to share its connection in
04:34what's called Bridge Mode.
04:35So what's going to happen is all of the DHCP settings, so the settings that hand
04:40out IP addresses are coming from the AirPort Extreme Base Station.
04:43They are going to flow through the AirPort Express out to clients.
04:47So the AirPort Express is just like I said before extending the other network.
04:53All right, so we have got that in Bridge Mode.
04:55DHCP is going to be completely fine.
04:57This can be dynamic;
04:58it doesn't need to be on its own static address and as you can see here it's
05:01pulling in the DNS Server of 192.168.19.1.
05:05All that means is this main AirPort Extreme Base Station as we can see here;
05:10it already has DNS Servers configured.
05:12So the Express is just going to pass those requests right through that AirPort Extreme.
05:17Everything else we can leave pretty much as it is and if we want and this is the
05:22coolest stuff, we can Enable AirPlay.
05:24I am going to click Update and then we will come back, we'll talk about AirPlay.
Collapse this transcript
Installing and using AirPlay
00:00When I left off, we were looking at our AirPort Express and we had Enabled
00:04AirPlay and I said we are going to talk about what AirPlay is.
00:07So first thing is the AirPort Express allows you to play music through it to
00:13connected powered speakers.
00:15So you know how you plug speakers into your computer using the headphone
00:19jack, same kind of idea.
00:21There's a little headphone jack on the bottom of the AirPort Express.
00:23You plug in your powered speakers and then through iTunes, you can target this
00:27little guy and have it play music through the AirPort Express. Very, very cool!
00:32So you do that by Enabling AirPlay.
00:34It's on by default, whenever you plug in an Express.
00:37And the Express is by default going to pick up the name of the AirPort that you created here.
00:41We called ours Library so it's picking up Library, and it gives you the
00:45opportunity in here to configure a password.
00:48I'm going to go ahead and do that and I'm going to click Update.
00:51While I'm clicking Update, I'd like to point out something else.
00:55If there were a Firmware update available for AirPort Express, it would give us
00:58a little amber light and it would ask us to go out and get new software.
01:01If yours is doing that, please go out and do that because having your equipment
01:05on the latest Firmware is important.
01:07While this is restarting, I'd like to talk about another device that we're
01:10also working with here on our little local network that you'll see when we open up iTunes.
01:14That's an Apple TV.
01:16Now the Apple TVs probably are going to ship to you with a slightly
01:21out-of-date firmware.
01:23So one of the first things I want you do is when you plug your Apple TV into
01:27your television, maybe you've got a great big beautiful LED or Plasma display
01:31in your waiting room or in an entrance area where you want to play a slide show
01:37of promotional photos about your products or your services, maybe you've got a
01:41video that you want to put on a loop or something like that, that's why we're
01:44showing you this because I think that's the kind of thing you guys might want to be doing.
01:48Make sure you get into that Apple TV, go over to the General menu and pull down
01:52to the selection that says Update Software.
01:54And you're going to update that software, you're going to let it run through the
01:57process of downloading.
01:59It's going to take less than five minutes probably. Let it restart.
02:02When it does, you'll be at the latest version of the Firmware and your
02:05functionality should be roughly similar to what we're showing you here.
02:09Now because this title is going to be out there online for a really long time,
02:13your results may vary.
02:14Apple is going to update the versions of these things and new functionality may
02:18become available, but this is what was available at the time we recorded this.
02:22So next thing I'm going to do, our Library is restarted, is I'm going to do my
02:26four-finger pinch and get into Launchpad, I'm going to open up iTunes.
02:30We come right here to our music.
02:31So we've got some music already set up here, we've also got some movies in here.
02:35Let's start by playing music out to all of our devices.
02:38You can see down here we have our AirPlay menu and we can come in here, we can
02:43select Multiple Speakers, and here we have all of our speakers available.
02:49We can turn on the Apple TV, we can turn on the Library.
02:53Because the Library is password- protected, we have to enter in the password.
02:57And for convenience on this station, if this is the only workstation I want to
03:01be able to play to that Library AirPort Express, I can just click Remember
03:04password and from this point forward it won't ask me.
03:08And I can change my volume levels.
03:09I can put the TV down, I can bring the Library down if it's got really
03:13overpowered speakers, or I can bring its volume up higher if it's got
03:17under-powered speakers.
03:18Just get your levels all set up the way you want them to be room to room, you
03:22can totally put each of these things in different rooms.
03:24In fact, that's one of the ways that this is intended to be used.
03:27And we've named this library which is kind of nice because this means that now
03:31whenever we're playing music to the Library, we know exactly where that music is going.
03:34It makes it easy for us.
03:36So if I close this, now you can see that we're told down here that we're going
03:40to be playing to 3 speakers.
03:41If I come in here and I start playing this song, it takes a couple seconds to
03:45buffer it out, and now it's playing in unison to all of our devices.
03:49It's playing out of the Apple TV on our television, it's playing out of our
03:54AirPort Express, and everything is working great.
03:58So this can be useful for parties, this could be useful for music in the office
04:03that you just want to stream to different rooms, however you want to use that.
04:06But what if you wanted to use your Apple TV to play a looping video of surfers
04:13surfing and have that up on a Plasma TV in the entrance to our store.
04:17So before we do that, note that we have all three of these selected;
04:20Library, Apple TV, and Computer.
04:22So if we come over here and we double- click on the movie, you'll notice that it
04:26comes up and it plays full-screen within iTunes.
04:29And that's because iTunes doesn't support transferring the audio and the video
04:35out to multiple devices at the same time.
04:37If you're playing video, that will go out just fine to an Apple TV.
04:40You see the Library is missing now in that menu.
04:44So what we would have to do is from here, we could hit Play, select Apple TV
04:48from that menu, and now it's going out to our Apple TV.
04:52If we'd only had Apple TV selected in the beginning, it would have only gone
04:55there and it would have just gone directly to Apple TV, and this would have been
04:58the first thing you would have seen.
04:59And right now on our Apple TV in the other room, our video has started playing.
05:03So we can stop that, hit the little x to come back.
05:08We could then do the same thing with a different video if we wanted to.
05:10Send that little guy out to the Apple TV and it starts playing out over our
05:15network to our Apple TV on our Plasma screen. All right!
05:19There's some really cool functionality here that allows you to integrate
05:23your AirPort devices with an audio network or a video network and I wanted
05:28to show that to you.
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Sharing your name with the world
00:00Now that we have our network configured properly to host our server and our
00:05services, we need to get the Internet prepared for us because we of course want
00:09clients to be able to get to our server from the outside world as I like to call it.
00:15You might hear me refer to this in this way throughout the course.
00:18Anything that's on our internal network I'd like to refer to as the inside
00:21world, and anything that's on the Internet or outside on the WAN I call the
00:26outside world, that's just a meat thing.
00:28So anyway we are going to open up Safari.
00:30We are going to do our pinch to get into the Launchpad and open Safari.
00:35We're using Network Solutions here;
00:37you could use any DNS registrar you like.
00:39This is just the one that we've used previously for this domain so we are going
00:43back in to use them again and we are going to click on Manage Account.
00:46Now when we do we are going to click Login and we are going to put in our Login information.
00:53Once we've entered out User ID and our Password we can click on any of these shortcuts.
00:58I like going straight to Manage My Domain Names and clicking on Login.
01:03This takes us directly to our domain.
01:05We've already registered groundswellgear.com.
01:08Once we are logged in you see here we have groundswellgear.com available to us.
01:13Your domain would be here.
01:14If you have not already purchased a domain you'll want to purchase a domain and
01:18we give you instructions on how to do that in our Snow Leopard server titles and
01:22go back and watch that there.
01:24But here we've already got a registered domain.
01:26We are going to assume that we are starting from that point, click Edit right
01:30next to Advanced DNS Settings.
01:32Next thing we're going to do is scroll down here and you'll see we have all of
01:35our A Records in a list, we have our MX Records here, we have our CNAME Records
01:40here, our TXT Records here and our SRV Records here.
01:44We are going to quickly go through each of these and make sure they are pointing
01:47to the correct location.
01:49Our TTL is set to 3600, that's in seconds, we set that to the lowest possible
01:54number awhile ago so that our records would update quickly during this process,
02:00but this is the minimum that network solutions allow.
02:02So even though we want this to go quickly still going to take longer than we probably like.
02:06If we wanted to edit our A Records we click on Edit A Records and then we can scroll down.
02:12By default our www. backgroundswillgear.com is going to our primary IP
02:17address externally.
02:18This is the one that's hitting the WAN port or the outside port on our airport
02:23extreme base station.
02:25Nothing in front of groundswellgear. com is going to do the same thing.
02:29Anything else, this is the (All Others), asterisk is going to go there as
02:33well, and then we've got a couple of specifics in here too, one for mail and one for server.
02:38Now these are all A Records and we don't have to do this, this way.
02:43For example, if we wanted to we could take mail out of here, click Continue. There we go.
02:54So I remove the entire line and it says, okay, we are going to delete that record.
02:57No problem.
02:58It's going to take up to 24 hours to update throughout the Internet. That's fine.
03:01Click Save Changes.
03:02The reason why I did that is I wanted to show you something else.
03:05We're going to skip down from A Records all the way down here, there we are,
03:10Host Aliases (CNAME Records).
03:11This is another way to get multiple names over to a system.
03:15So for example we took out mail.
03:17We can put in mail here, give it that shorter TTL and talk about what
03:24that's pointing to.
03:25This would be pointing to our server at server because that's the name that
03:30we've already got in there. Continue.
03:34And this is interesting.
03:35Because we've just deleted mail, Network Solutions hasn't had time to update
03:40their records, we ran into this earlier in our testing.
03:43So you might have to wait a little while for this to take place.
03:45Let's put in another one just for fun.
03:48Let's put in afp for example because maybe we've got a file sharing server that
03:53we want people to be able to get to.
03:54We can put in afp here and that's going to point to our server, that's at the server name.
04:00Click Continue.
04:01Changes will take up to 24 hours, that's fine.
04:04So what this would allow us to do is enter afp.groundswellgear.com and any
04:08request that we made of that name would automatically be directed to
04:12server.groundswellgear.com.
04:14Then I click Save Changes.
04:17So as you can see server. groundswellgear.com is pointing to our external IP
04:22address and because we have the alias pointing to server it's going to route
04:27properly to that number.
04:28So it's going to hit the WAN port on our airport base station.
04:32So let's talk about mail.
04:32Right now we've got mail, an MX Record for mail.groundswellgear.com.
04:37Let's edit that MX Record in here.
04:39Priorities on Mail Records or MX Records are highest to lowest.
04:44The lowest number is going to be the highest priority.
04:48Just keep that straight.
04:49If you've got multiple e- mail servers you could do this.
04:52Additionally if you have more than one e -mail provider, for example if you are
04:57hosting your own e-mail in-house but maybe you've got a ISP doing a
05:02store-and-forward service for you so that they can hold onto mail just in case
05:06your Internet access goes down and your mail server goes down.
05:09You could put them in here as maybe a higher number and that could be just about anything.
05:15I am not going to type anyone in here in particular, I don't want to show any
05:17favoritism but you could put in any mail domain name and just hit Continue and
05:21that would say, listen, if this server is available, deliver mail there, but
05:27if this one is not available go to the next highest priority and deliver it to
05:31the next domain name.
05:32All right, so I just wanted to point that out before we moved forward.
05:36Next, we need to put in an SPF record or a Sender Policy Framework Record so
05:42that mail servers will trust us basically.
05:45There are a lot of different ways that you can fill this out but there's one
05:47format that will sort of generically cover you and I wanted to put that in here now.
05:53So I've just finished typing my text record here and you're going to start
05:57with v=spf1 and then a space and then an a and then a space and another and a
06:03Colon and then the fully-qualified domain name used by the MX Record or the
06:09Mail Redirect space-all.
06:11Once you are done with that click Continue.
06:18And you can review your work right here, make sure you don't have typos, Save
06:22Changes, and you're set.
06:25Okay, that's going to help with mail and security with mail on the Internet.
06:30So SRV Records take a request for a service if a computer is set up with for
06:37example iCal or Address Book and the Calendar is being configured to find a
06:43server that provides for example calendar services at a domain.
06:49What the SRV Records serves to do is send that request to the correct hostname,
06:56the correct host computer in order to find that service.
07:00So for example, we've only got one server so it's sort of everything is going
07:04to one server but if you had multiple servers you could configure Address Book
07:09on one, iCal service on another, and you could configure SRV Records that would
07:13take groundswellgear.com and redirect it to ical.groundswellgear.com for the
07:20Calendar services or to addressbook. groundswellgear.com for the Address Book services.
07:26This would be very, very useful if you were splitting up your services
07:30across multiple servers.
07:32We are doing sort of the same thing because we've got a lot of different names
07:35for our server in order to try to approximate that and show how that would work.
07:39So let's get started by going in here and clicking Edit SRV Records and
07:44entering that data now.
07:45We are going to click Edit SRV and we are going to start here.
07:58That one takes care of our server.
07:59Next, we will move on to configuring the client.
08:10Having the server and the client SRV settings now our client and server both
08:15will know when in the groundswellgear. com domain that the XMPP otherwise known
08:21as Jabber or the iChat server service goes to server.groundswellgear.com.
08:25It allows that service to auto discover and make a complete chain to that name.
08:31You can also configure SRV Records for Address Book and iCal.
08:34I've just gone ahead and configured the one for the iChat service.
08:37If you're faced with a page like the one here on Network Solutions where you
08:40don't have _carddav or _caldav, you don't really have much of an option, they
08:46don't give you that custom capability here.
08:49Other sites may give you that;
08:50your mileage may vary depending upon who your DNS registrar is.
08:53On your internal network if you custom configure DNS you can add those
08:58service records internally.
08:59The big thing to take-away here is that if you don't have these SRV Records you
09:04don't really have to worry about it because you can just put the fully qualified
09:08domain name of your server into the target acquisition preferences essentially.
09:13Whenever you are first setting up your accounts in iCal or Address Book you can
09:18put the fully-qualified domain name of the server and it will obviously find
09:21that because it will be able wrap the correct IP address.
09:24But that's entering an SRV Record.
09:26We are going to click Continue and we will click Save Changes.
09:31Now we've already done A Records, we've done MX Records, we've done CNAME
09:36Records, we've done TXT Records, and we've done SRV Records, so we're just about
09:41done, but if you recall our CNAME Record didn't complete successfully because we
09:45had a little bit of a time out there.
09:46So I'm going to come in here and hope that we have given it enough time.
09:51I am going to click server there.
09:53I am going to click down here at the Continue button. There we go.
09:57So this system has updated and it knows that there is no A Record from else so
10:01it was allowing us now to put in our mail information.
10:04You'll notice that this didn't update right-away.
10:07We just put in mail, we confirmed it but it didn't show up.
10:09There seems to be a little bit of a lag with Network Solutions, so just give it some time.
10:13I'd say wait a good 30 seconds to a minute before you panic and go back and then
10:16try to edit anything.
10:18You can also click the Refresh button here to try to get new information.
10:21Once you're confident that your settings have been saved properly go ahead and
10:25close Safari and we'll move on to the next movie.
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Reserving an address for your server
00:00All right, so, a couple of last housecleaning things here in Chapter 02 before
00:04we move onto Chapter 03.
00:05First thing is the dock is taking up an awful lot of vertical real-estate here
00:08while we're recording.
00:09So in order to give us a better view and more screen real-estate to work with,
00:12we're going to go to the Dock menu, we're going to turn Hiding on.
00:15I just didn't want anybody to find that disconcerting.
00:17So now we've got a nice, big clean blue space in front of us.
00:20The other thing we're going to do is we're going to do the four-finger pinch on
00:24our trackpad and we're going to open up the AirPort Utility and we're going to
00:29do a final little thing before we set up our server, we're going to marginally
00:34change the DHCP pool.
00:36I am going to go into Internet, and go to DHCP, and you see how we're starting
00:40it to and we're going all the way to 200.
00:42We certainly don't have that many devices and I'd kind of like to use some of
00:46these lower device numbers for other things that are going to be static.
00:50So I'm going to start this pool upwards a 50.
00:53We still have the range of 50 to 200, that's going to be completely fine but it
00:59gives us some additional range which is nice.
01:02The other thing we can do is we can enter a DHCP reservation for our server, so
01:06that whenever the server comes up, we already know the address.
01:09So all we have to do is put-in a description.
01:11Let's call this one our Lion Server.
01:15We're going to use the Mac address and we're going to type-in the Mac address.
01:21If you don't know where to find the Mac address on your computer, don't worry,
01:25it's actually printed on your box.
01:27The box that your Mac Mini Server or your Mac Pro Server came in is labeled with
01:32the hardware serial number, and the Ethernet and AirPort Mac Address.
01:36You're going for the Ethernet Mac Address.
01:39It will be two digits, separated by a colon, with two digits, separated by
01:43colon, separated by, you know, that sort of pattern, and ours is going in now.
01:50So as you can see it can be a combination of letters and numbers, lowercase is
01:53where we want to go with this and we want to tell it the IP address that we're
01:56going to put on this device every single time it starts up.
02:00So I'm going to start with .2 because I want to keep this nice and low in the
02:05range, and then we click Done.
02:08That way from that point forward, that machine will always get that address.
02:12It's a handy way to make sure that your server is always going to be at the same address.
02:16So we are going to click Update now and Continue, and that's the last bit of our housekeeping.
02:22The next thing we're going to do is get into our server and we're going to
02:25configure it just as it would be coming right out of the box.
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3. Laying the Proper Foundations During Setup
Understanding the upgrade process
00:00Before we get started, it is important that I provide some words of warning
00:04about what we are about to undertake.
00:07Though this appears simple, nothing about any server product is simple once you
00:11start peeling away the layers.
00:13As such, virtually everything we do in this course will work perfectly until it doesn't.
00:20When things don't work, you might find it hard to roll back to a place where
00:24things worked once again.
00:26Because of this fact, I recommend that you use this course to learn on hardware
00:31and software that you feel comfortable erasing if necessary.
00:36Never try to learn on hardware that contains important information, especially
00:41if that information is not backed up in a way you have proven you can restore.
00:46When we upgrade Snow Leopard Server to Lion Server in this title, we do so to
00:50show you what you can expect and how to perhaps save yourself some time.
00:55While the upgrade process is the most likely forward migration path to succeed
01:00from Snow Leopard Server, it is still to be approached with caution, and a solid backup.
01:06When performing an upgrade, it would be best to have a full system clone on
01:10another hard-drive available for redeployment if the initial upgrade process
01:15fails for some reason.
01:16The Lion's share of this course will be conducted on a new Mac Mini server we
01:21purchased specifically to show off what the new hardware can do.
01:25We highly recommend this path to Lion Server as it is the least complicated path
01:30to follow and will give you the best chance of success.
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Upgrading a client
00:01One of the most common upgrade paths to Lion Server is to promote a Lion client.
00:05In a previous movie, I showed you how to download the Server Installer from the App Store.
00:10I'll open the Applications folder and find the server application that was
00:14downloaded and we'll open it now.
00:15Once you open it, you'll be presented with the welcome screen, and you need to
00:18click through the buttons necessary to start the process.
00:22You agree to the License Agreement. It says, hey!
00:25You know what?
00:25Your Mac needs additional server software, and we're going to have to download
00:29this stuff and install it in order to get you going.
00:31See, the thing is when you purchased server from the Apple Online App Store,
00:36what it did was it downloaded this installer.
00:38If you think of it as like server app light, it's only got some of the
00:42software already there.
00:43What we do now is we click Continue, we log in as our administrative account.
00:47On this client Mac Mini that we've got set up here, I just created a local
00:51account, called Local Administrator and gave it a password.
00:54So we'll log in with that and click Continue.
00:57So what happens next here is the server app will go out and it will download
01:01all of the necessary server software, it will run the full installation, and it
01:06will install it for you, it'll get it set up and then it'll walk you through your next steps.
01:10We're going to let this process finish and then I'll talk to you about what happens next.
01:14When server app is finished doing its initial installation, it will just give
01:17you this Finish button which you can click.
01:20It will open up and it'll start asking you what you'd like to do next?
01:24There's this area down here at the bottom for your next steps, and you can go
01:28straight through them.
01:29It starts you off with how to configure your network, with really nice
01:33instructions on how to do that along with your specific information.
01:38Notice, this is not a random IP address it picked out of some place, this is
01:42actually the IP address this machine happens to have right now, that it picked
01:46up over its DHCP connection.
01:49It's also telling us what the . local name of the machine is.
01:53So if you just go about the process of upgrading an existing client system, you
01:58won't end up having a fully qualified domain name by default.
02:02None of the additional work that we talk about has been done at that stage.
02:06So you'll need to make some changes here.
02:10I would just recommend following through these steps.
02:12They're great, and they'll get you started on a system that you've just upgraded
02:16from client because you thought it would be great to use a server.
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Upgrading from Snow Leopard Server to Lion Server
00:01If you have an existing Snow Leopard Server installation that you want to
00:04upgrade to Lion Server, you're in for a treat, because the upgrade process is
00:09actually probably the best way to move from a previous installation of any kind
00:13of OS X Server into Lion.
00:15It works better than the migration process, and certainly is a lot easier and
00:20works better than the manual process of moving data over.
00:23Let's get right into it.
00:24First thing you want to have obviously is a server running Snow Leopard.
00:28The next thing you want to be absolutely certain of is that your server meets
00:32the new minimum requirements of Lion.
00:35So we have to have that 64-bit processor, got to have enough RAM, got to have
00:40enough hard-drive space.
00:41So once you're sure you've got those things, you want to make sure your software
00:44is up to 10.6.8 and you want to have run the last Combo Updater that was
00:50available from Apple for 10.6.8.
00:53That's what we're going to be doing right now.
00:55We are going to be upgrading our 10.6.8 version of Snow Leopard Server to Lion.
01:02So we're going to quit Server Admin.
01:03We've got our server all set up here and it's working beautifully.
01:06You don't want to upgrade a system that's not working well.
01:09If your system is broken or it's exhibiting bad behavior, an upgrade is
01:13not going to fix it.
01:14In fact, it's probably going to make matters worse.
01:15So be careful there.
01:16I am going to quit Server Admin.
01:19In a previous movie in this chapter, I showed you how to download the Lion and
01:23Server Installers from the App Store.
01:25Here we are in the Applications folder.
01:27If you've downloaded Lion and Server on another computer, copy them to the
01:31Applications folder here of your Snow Leopard Server.
01:33Let's get started by double-clicking Install Mac OS X Lion and it starts walking
01:38us through our process, click Continue, click Agree, click Agree again.
01:44After agreeing to the last license agreement, come over here and click on Install.
01:49Type your Password and prepare to wait for this process to complete.
01:57This will take a while.
02:00So we will fast forward now to the end of this process, so you can see what happens next.
02:05When that part of the process completes, you'll be given a Restart button and if
02:09you don't click on it, it will automatically restart which is great, because if
02:12you've walked away from this process, it's fine;
02:14it will continue on its own.
02:16We'll see you on the flip side whenever this restarts for the
02:19continuing installation.
02:21Now, we've been taken to a Welcome and registration screen and this is all
02:25very straightforward.
02:27It's kind of the same thing that we've seen before.
02:28We click Continue, we choose a keyboard layout, we put-in our Organization Name;
02:33in this case we're Groundswell Gear, and we put-in an Admin Email Address.
02:38I think I've said this before, but I'll say it again, for Admin Email addresses,
02:42please use Admin Email Addresses that actually exist where you can truly receive
02:46email, and it can be useful for the Admin Email Address to be hosted on a server
02:51other than the one where you're setting up your new server software.
02:55That way, if this server goes down, people who have already collected that email
02:58address will know who to contact and the emails will actually get to you.
03:02We are going to click Continue now and the system goes through the process of
03:06reading the configurations from your previous install, and upgrading all of your services.
03:11This process can take a short time or a long time depending upon how many
03:15services, how many users, how much data you had on that old server.
03:20I've seen this take anywhere from a few minutes to nearly an hour depending upon that size.
03:25Your mileage will certainly vary here.
03:27Because this process takes a while, we are going to fast forward to the end, so
03:31you can see what happens next.
03:33With our upgrade complete, all we have to do now is log in.
03:38The system completed our upgrade and we logged in and now we have a fully
03:42functional OS X server, but now we're running Lion.
03:46So the next steps for you to do in your environment with your upgrade will be
03:51to check from your client systems to make sure that they're able to get their services.
03:55So if you had iCal and Address Book configured, make sure that those
03:59connections are still working;
04:00same thing with mail, check your websites, check your wikis, make sure
04:04authentication is working across the board, all of those things should be
04:07completely functional at this point.
04:09There should be no additional work needed from this point forward.
04:13Another note about this process;
04:15we don't necessarily recommend this process, because this is an upgrade.
04:20What we recommend is a completely clean installation or best-case scenario,
04:25you've gone out and you've purchased either a new Mac Pro Server or a Mac Mini
04:30Server, and you're going to be setting this up from scratch.
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Starting up for the first time
00:00The first time you pull your Mac mini server out of the box, you're going to be
00:04very excited, you're going to want to plug it in, turn it on and make it work
00:07right away, but there are few things you're going to need to do first.
00:10You're going to need to make sure that it's plugged into adequate power, battery
00:14backup would be recommended, that would be fantastic.
00:16If you didn't plan for that ahead, it's not a bad idea to get it and you're
00:19going to be plugging it into an adequate network connection, right?
00:22The gigabit network would be best and we've already set up our AirPort Base
00:25Station to hand a specific IP address to this computer's Mac address with that
00:31DHCP reservation that we did in Chapter 2.
00:34So we can take advantage of that right now, because, hey, we're on a
00:37client system here.
00:38I'm on Mac OS X Client;
00:40I'm recording on this machine.
00:42I want to remotely connect to my Mac Mini server, which has been plugged in,
00:47turned on, is on the network, is connected to a little switch that's attached to
00:51one of the LAN ports on my AirPort Extreme Base Station.
00:55Next step for me, go to the Go menu, pull-down to Connect to Server, you could
01:01also type Command+K on your keyboard and get the same thing up, and you're going
01:05to type vnc:// and in this case for us, 192.168.19.2.
01:13That's because that's the address that we put into the AirPort Extreme Base
01:16Station for our DHCP Reservation.
01:19Because of that reservation we know the Mac Mini server is going to have this address.
01:24So it makes it really easy for us to identify it and connect up.
01:28Your address will possibly be different on your network, so just put on whatever
01:32you guys put in, we're going to click Connect.
01:34Soon as you do it's going to ask you to verify that you know the Username and Password.
01:38Well, in this case it's going to be root, because we still don't have any users
01:42set up or still sitting in the Startup screen position over on our server.
01:46And unlike past versions, it used to be you could authenticate right at the
01:50Start Up screen with the first eight characters of the serial number for your device.
01:55Now they've changed that.
01:56It's the entire serial number.
01:58So we're going to put that in right now.
02:02Now before we hit Connect, I don't want you to get the impression that this is
02:05necessary, but the Mac Mini Server doesn't ship with monitor or display.
02:09So if you just bought your Mac Mini Server and you've got it plugged in and it's
02:13turned on and you did everything else that we've done up until now, this might
02:18be the only way that you can get in and look at the screen.
02:20Of course, it's a heck of a lot easier to just have a display that you can plug
02:23the Mac Mini Server into and you could do all of the clicking through the next
02:27screens you're about to see locally on that device.
02:30We're just doing it remotely to show you an option.
02:31So we're going to click Connect, and so this is the next thing that you'll see
02:37whatever it makes that VNC connection.
02:40I'm going to take this up full screen, so we can see it all, in all of its glory.
02:45We're now screen sharing with that server and I think that's pretty cool.
02:47So the first time you power this guy up, you're going to choose a language.
02:51Look at the beautiful animation.
02:57The system is going to spend a little bit of time evaluating the network.
02:59You're always going to get these indicators throughout the system;
03:02you'll notice this whenever we are in server app later on.
03:04Once we've set this up you'll notice it here in the Setup Assistance screen. Be patient.
03:08If it feels like it's taking a really long time to get something open, don't
03:11just tap on Continue.
03:13Don't worry about it, it will get there.
03:15Click on United States if you're there, if you're someplace else find your
03:18country, click on it and click Continue.
03:21Choose your keyboard type.
03:23And we are not going to Transfer the information from an existing Mac server.
03:27In fact, and I'm sure this will get better, but a 10.7.0 in our testing with
03:34bunch of existing OS X servers, using the migration from an existing Mac OS
03:39X server into 10.7, has been less successful for us, than simply performing
03:46a straight upgrade.
03:48If you're using 10.7.0 to do that, then I would recommend that you do a straight upgrade.
03:53If in the future that becomes more stable, certainly you can choose Transfer the
03:57Information from an EXISTING Mac SERVER and you can transfer your stuff over,
04:01but we're going to choose to Setup a new server and click Continue.
04:04This is our opportunity to put in an Apple ID, if we already have an Apple ID so
04:09that our registration information can be automatically filled in.
04:12We're not going to choose to put an Apple ID in here now, but we will be working
04:16with Apple IDs in the very near future.
04:19Click Continue and then click Continue. Click Agree.
04:25Note that if you don't accept you have to Shut your server down.
04:28They just not let me go any further.
04:30Click Agree, and then you can register.
04:32I'm going to skip this step but Apple would really like it if you would put this
04:37stuff in here, because it helps them to keep track of who's out there with
04:40server installations, and I can tell you the guys that are doing the server
04:44programming would really appreciate knowing who you are.
04:47It helps them to know that they've got customers out there, which will mean
04:49they'll make more versions of Mac OS X server. Click Continue.
04:53Now this part is mandatory.
04:55You've to create an Administrator's Account as you always have had to do.
05:00We're going to create one just like we've made in the past, I'm going to Name it Server Admin.
05:05If you just hit Tab then the Short Name will fill in automatically for you
05:08taking out any capitalizations you put it and any spaces.
05:11I'm going to hit Tab again and that will take us to the Password field.
05:16Now I'm going to put in our default password here so that it's easy to remember
05:20but you can put in a password that's super hard for other people to guess, but
05:24super easy for you to remember.
05:26And also remember you've the opportunity to put in a Password Hint here, which
05:29they do recommend you do.
05:31We're also going to leave this administration enabled here in the
05:34Administrator Account setup. This is new.
05:37Under Organization we are going to put in our organization name.
05:40In this case, we are Groundswell Gear and with the Admin Email Address
05:46we're going to set up an address, and this is sort of a chicken or the egg thing, right?
05:50If we were setting this server up to be an email server, should this be an email
05:53address on that server or should it be someplace else?
05:56Basically, you want this to be an address that as it says users can contact you
06:00at as the administrator.
06:02So if it's on a different domain that's completely fine.
06:05Just make this something that will actually work, and we're just going to go
06:08ahead and use serversupport@corequick. com, because it's one that I have in
06:13place for server administrations for people's questions about servers and I know it works.
06:18So I'm just going to do that, but you use whatever you would normally use for
06:22your customers or your users to contact you.
06:24I'm going to click Continue.
06:26Here we get to choose our Closest City and our Time Zone.
06:31I'm going to choose where we are.
06:33We'll hit Continue next.
06:34Under Host Name this is where we get to take that choice where we were talking
06:38in Chapter 2 about a .local name that would be only available via mDNS on a
06:43local network or a Host name for a private network.
06:47This would be a fully qualified domain name, this will allow us to set up
06:50an Open Directory Master locally for example, but would not be routable to the Internet.
06:55This would be great if we wanted to have a completely private server, but if
06:59somebody wanted a VPN to our network, they could get to our server via that
07:03method, or we can create a Host name for the Internet.
07:06That's a host name that's going to work on our internal network, just as well
07:09as it works outside.
07:11I'm going to choose Host name for Internet, because that's going to give us the
07:14greatest flexibility while we're setting up all of the services we're going to
07:18teach in this title.
07:20Once that's selected, I'm going to click Continue.
07:23Now our Computer Name is not set up.
07:25We haven't set up DNS on our internal network;
07:28we set it up with our ISP, which is external.
07:31And right now the server has got an IP address of 192 168.19.2.
07:34It got that because of our reservation, which is great, but we don't already
07:41have a DNS server on our local network, this server is going to become one.
07:45So we just need to be sure that we put in the right name, so it corresponds to
07:49what we already set up in DNS on the Internet.
07:51The computer name does not have to be the same as the host name, it can be the
07:55Groundswell Gear Server, just fine, no problem, but down here we want to be
07:59sure we use the name that we set up in the primary A record for our server on the Internet.
08:06So after you click the Change Network button, the sheet will pop down with all
08:10of your network information, and as you can see, our work with our DHCP server
08:14and its reservation really paid off.
08:16We got the information that we put in there.
08:19We're rocking and rolling.
08:20This is fantastic, but you may notice a bug with this if you allow it to just
08:25continue to use the DHCP server as its source.
08:29So what we're going to do is, we've already got the right IP address, we're
08:32going to keep it, but we're going to manually configure it here.
08:35And one of the reasons why we're going to do that is I don't want to use the
08:39DNS Server that's built into the AirPort Base Station as the primary DNS server for this server.
08:45The service is going to self-configure DNS.
08:48It's going to create what we call mini DNS, and in order to do that it needs
08:51to resolve to itself.
08:53So for that to happen I need to put in a completely different set of information here.
08:57I can either delete it entirely or I can put in my own IP address right there.
09:02I could also leave the groundswellgear. com Search Domain, the Router address,
09:07the Subnet Mask and the IP Address exactly as they were.
09:09But by changing that DNS server address that tells the Setup Assistant, hey!
09:13I need you to set yourself up as a DNS Server.
09:15We're also going to disable all of these services that we're not going to use.
09:19We're going to click Make Service Inactive by clicking on the gear and selecting
09:23this option here on each of these.
09:26The FireWire and Bluetooth aren't so important, but Wi-Fi has a tendency to get
09:30turned on by people.
09:32And if your server ends up with two different interfaces, you might have some
09:35strange network behavior.
09:36Let me click Apply. Okay great!
09:40The networking sheet just disappeared.
09:43Here we have our Computer Name, our Host Name is all set, the Network Address is
09:46done and we're ready to go.
09:48We're going to click Continue here and hey, look at this, it's noticed that we
09:52have an AirPort on our network.
09:54This is one of the many places where you're going to see OS X server noticing
09:59that we've got an AirPort device and saying, hey!
10:02Listen, I noticed you got this thing, and I know how to manage it, would you
10:05like me to take it over and make it my own?
10:09There are a couple of good reasons to do this and then there are some other
10:12ones that aren't so hot.
10:13If you do anything automatically you're allowing a process that you may not
10:16fully understand to take control over all of your equipment, and you maybe the
10:20type of person that wants to maintain completely manual control over everything.
10:24But on a plus side what this is going to do is it's going to point that AirPort
10:28Base Station at your server as the DNS Server, because now we know we are
10:32setting up mini DNS on this server.
10:34We know that name resolution on the internal network is going to be completely
10:37dependent on this Mac Mini.
10:40Well, the AirPort Base Station is going to point all of the clients that go to
10:43it for DHCP over here for name resolution, and that's a good thing. We want that.
10:48In addition, we also have the ability to do automatic port forwarding, which is
10:53going to save us a ton time of time.
10:55It's a pretty good thing overall.
10:56So, I'm just going to bite this bullet and I'm going to say, you know what,
10:58we're going to Allow this server to manage Lion automatically.
11:01This is going to be cool.
11:02To do that we need the AirPort admin password, so I'm going to enter that now
11:06and I'm going to hit Continue. There we go.
11:10So now it knows it's supposed to control the AirPort Base Station.
11:14Our server has been at least initially set up and all we have to do is click the Set Up button.
11:21Before we leave this Set Up Assistant and we start the configuration of our
11:25server, I want to point out this wonderful little Help button over here.
11:30Online help has a really bad reputation and in Lion that reputation is undeserved.
11:37The on screen documentation that is provided in here is phenomenal.
11:42Apple is no longer going the route of writing 4000 pages of PDF documentation
11:47that they expect people to download keep updated and pour through, instead all
11:51of the documentation is online.
11:53All of it is available through the Help Viewer, all of it is searchable and it's fantastic.
11:58There is information in here that hasn't even made it into the PDFs previously.
12:02So if you want to know anything that I don't cover about how to set up your
12:06server, you're very likely to be able to find that information right here in online help.
12:11I just wanted to point it out;
12:13one of these little Question Marks has been on virtually every screen we've been
12:16on leading up to this point.
12:17So anything you have a question about, click on that button.
12:20It's likely to have your answers.
12:22We're going to click Set Up right now and it's going to go through the process
12:25of properly setting up and configuring our server for us.
12:30Whenever it finishes configuring your server, it will give you a Thank You
12:33screen and you can click the Start Using Lion button right there below the X. So
12:38we're going to click that button now, and we get to our Login screen.
12:42We're going to login with the user account we created.
12:45That's going to be our Server Admin account, you can use whatever name you
12:49created, and of course the password.
12:51All right, so as soon as we log in, the first thing we see is our beautiful
12:56Andromeda backdrop and I think is a gorgeous desktop picture but for the purpose
13:01of clarity and for function here within the title, for the rest of this title,
13:05we're going to change this desktop picture.
13:07We're going to set it here from the Apple down to System Preferences over into
13:12the Desktop & Screen Saver preference, pulling down the Solid Colors and we're
13:16going to put it on Solid Aqua Graphite.
13:18I'm going to quit the System Preferences there.
13:20When you see this color throughout the title you're going to know that we're
13:23on our Lion Server.
13:25When you see blue, you'll know that we're on our Lion client.
13:28That should help you to visually keep the two distinguished.
13:31The last thing I want to do before we go is I want to pull-down from Apple the
13:34Dock and I'm going to Turn on Hiding, just because we want to have as much
13:38screen space as possible to communicate what we're communicating.
13:43So now we're going to move on.
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Downloading additional server tools
00:00Now because we have started up our Server App and we've looked at our services,
00:04we can immediately see that if we're used to using Server Admin or Workgroup
00:08Manager or any of our older advanced server administration tools, if you put it
00:13that way, we may be missing some stuff.
00:15There are some things that we might want to see.
00:17I would caution you to resist that urge.
00:20We're going to go out and we're going to find them.
00:21I'm going to show you where they are, we'll go to www.apple.com/support.
00:25When we get here, we're going to click on Download and in the Download section
00:31we're going to find all kinds of cool updaters.
00:34If hit Next over here, by the time you watch this, this may be in a different
00:38location, but I want to point this out, we have the Server Admin Tools for 10.7.
00:43You will of course, want to download the version of the Server Admin Tools that
00:48matches the version of the server that you are running.
00:51So if you're some point in the future running 10.74 or 10.76, you will want to
00:55be running the same version of Server Admin Tools, just download the appropriate thing.
01:00I am going to click Download and here you can see it's already started to
01:03download, it's not big 193 megabytes.
01:06Now we'll come down into your default downloads folder which for us is
01:10Downloads, and we're going to download it, I wanted to show you where it was and
01:14how to get it, but we're not going to open it and we're not going to install it
01:19and there's a reason.
01:19I am going to close this.
01:21I would like to make the argument that this is the direction Apple is taking
01:26the server product.
01:27This is the way this is intended to go and they have done their QA, and they
01:33have done their work around making this a tightly, concisely built elegant
01:39solution for people who need to run a Workgroup server.
01:43If you need more than that you may no longer be in Apple's target market and
01:48there may be ways to do what you want to do, but those ways will fall into a
01:52more advanced subject matter.
01:54This is not that product, this is Lion Server.
01:58So our Downloads folder now has Server Admin Tools, I'm going to leave it there.
02:04We will absolutely install this at some point during this title, but we won't do
02:08it until we need it.
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Introducing Server App
00:00So if this is the tool that Apple wants us to use to manage server, lets get
00:04know it, because it's really very, very new.
00:07First of all we've got everything split up into sections, here we've got our
00:10ACCOUNTS with our Users and Groups here and we'll talk about entering
00:13information, this is just an overall tour, so I'm going to gloss over a lot of
00:17things here just to give you a feel for where we are.
00:20We've a STATUS area here where you can configure Alerts, you can Configure Email
00:25Address that would be used to send those alerts.
00:29You have statistics on Processor Utilization, Memory and Network Traffic that
00:33could be controlled by time and you have all of your services and this may look
00:37very much like what you remember from Server Preferences for example in Snow
00:40Leopard where you've an ON/OFF switch and that's pretty much it.
00:44So what we're going to talk about when we configure a lot of these easy to
00:48configure services is what they're doing, how to use them and where that's going to go.
00:52So we've got iCal, iChat, Mail, Podcast which is not podcast producer server by
00:59the way, brand-new cool thing here, another brand-new cool thing Profile Manager
01:03going to spend a lot of time in there.
01:05Time Machine, so other people can send their time machine backups to our
01:09server over the network.
01:11VPN, we'll talk about that and Web and Wiki as well.
01:14And then we've got a separate section down here for Hardware.
01:17We can look at our server itself.
01:20So if we select the server we come over here, we have an Overview of the general
01:24hardware and software information.
01:26We then have our Settings, we can allow SSH, what you're looking at right now,
01:30these are the default settings.
01:32We can turn on Dedication of system resources to Server Services.
01:37It's arguable that this checkbox right here is the checkbox that beyond just the
01:43installation of the extra server components, this checkbox actually makes your
01:48server a server, because it dedicates those system resources to the processes
01:53that are necessary for the server to respond in a really speedy fashion to AFP
01:57Connections, for example.
01:59We also have Apple Push Notifications available here, and this is our interface
02:03for configuring our SSL Certificates.
02:05We're about to get into that into that in a next couple of movies.
02:09Next tab over, we've our Network Information, we've our Computer Name which we
02:12can click Edit on and we can change easily and we have our Host Name which we
02:17can click Edit and then we go through this very big scary screen for a reason,
02:22where it evaluates the network and doesn't even let us move forward until it's
02:26properly analyzed everything.
02:28The reason why it's doing this is because the result of doing what you're about
02:31do here is running the Change IP Command that used to be a terminal only thing,
02:37we're not going to run that right now, but that is how you would get that if you
02:40needed to change your server's IP address or its location.
02:45And lastly we have the Storage area here where we have Server HD and we have Macintosh HD.
02:51These are both here because we're on a Mac Mini server which has two internal
02:54hard drives called Macintosh HD.
02:57Now many of you may want to mirror these together to give some fault tolerance.
03:02I chose not to do that because I wanted to have the extra data space on a Macintosh HD.
03:08So we can put File Shares on there, we can setup Time Machine Shares and
03:11we've got lots and lots of space to fill up on that without filling up our Boot Volume.
03:16It's just a choice though, again this is part of the planning process. All right.
03:20So that's our storage and there are lots of ways that we can manipulate this, we
03:24can set Permissions and we can Propagate Permissions here.
03:27So if you're looking for where your permissions are and you're over here in
03:31File Sharing and you're not seeing what you expect there, remember you got to
03:34come back over here to your Hardware and Navigate your storage in order to
03:37change those things here.
03:39Last stop on the tour here is this area down here where we have our Lion Airport
03:43Extreme Base Station.
03:45Here we have the ability to expose services by clicking this button and exposing them.
03:49We can also restart our airport by clicking this button here and we can also
03:54allow user even password login, we're going to show how to do that later on.
03:58That's it we've already talked about our next steps down here.
04:01And next I would like to go up and talk about what we have in the menus.
04:04So we start here in Manage under Connect to Server, you can connect to other
04:08servers beyond the one that you're already doing.
04:10Manage Network Accounts allows you to manage, Open Directory if you wanted to do that.
04:15Connect to a Directory would allow you to connect up to active directory or
04:18another open directory server.
04:21You can import accounts from an exports file here.
04:24Under the View menu you simply have some really quick shortcuts.
04:27This works a lot like the shortcuts that you have in the System Preferences, if
04:30you're used to seeing that.
04:32And under Tools we've got a couple things that are very interesting.
04:36Firstly, you have the ability to get into Screen Sharing, very quickly and easily.
04:40This is great, if you're running server up from a Mac OS X client system,
04:45managing a remote server because this would allow you to screen share with that
04:49server and then on the other hand, you have this Directory Utility.
04:53Directory utility has been available in 10.5 it was in Utilities folder, in 10.6
04:57they put it into System Library Core Services.
05:00And here in Server App they have given you a really handy shortcut that take you
05:04right to it, where you can see any available services and whether they're
05:09configured and what their configuration might be.
05:12We got flip down triangles and the ability to custom configure LDAP and active
05:17directory information and new we've got NIS.
05:20You also have the ability to put in your search policies for authentication and
05:24contacts and new to directory utility, you have the directory editor.
05:29This is the equivalent to what you would have seen in workgroup manager in the
05:34old server admin tools.
05:35In workgroup manager you have the ability to see all information and this would
05:40allow you to really plumb the depths of your directory services database.
05:45We now have that ability right here, we can find our Server Admin user
05:48right there and it tells us that it's in Local Default node so that we know
05:53what directory it's in.
05:55We can see all of this extended information about that user record.
05:59So this gives us a nice alternative to going in to the command line and
06:02reading user information in a command line utility to read the directory
06:06services like dscl for example.
06:07All right so we'll get out of directory utility.
06:12Again we didn't really show how to do anything in there but I did want to give
06:16you a tour of all of the places where you can go and what they all mean and
06:20what they're there for.
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Getting an Apple ID
00:00We have several things that are left to do to setup the infrastructure to
00:03support our server installation before we start actually setting up services and enabling them.
00:09The first one I would like to show you is setting up Apple push notifications.
00:13Apple push notifications will allow your calendar server and your mail server to
00:17push data down to your client devices so that they don't have to waste their
00:21battery constantly pulling the server to see if new stuff is available.
00:25The good news is the new stuff only comes in when there's new stuff to give out.
00:28But to do that we need to get an Apple ID and we don't want our Apple ID to be a
00:34personal Apple ID we want it to be an organizational Apple ID.
00:38Something for our organization, our company you know something that is not us personally.
00:45And the reason why we want to do that is because I might move on right if
00:48you're an IT director or if you're a technical consultant for a customer or if
00:53you're even the business owner maybe you'll sell your business someday and you
00:57don't necessarily want that Apple push notification certificate to be tied to you personally.
01:03And so this helps to deal with that.
01:05If we click Enable Apple Push Notifications it instantly pulls down a Apple
01:11Push Notification Service Certificate sheet and it asks you to enter your Apple ID and password.
01:16If you need an Apple ID for your organization as it says right here it's going
01:20to ask you to create one now.
01:22So we click on the arrow.
01:24This brings up Safari and takes us to the Apple ID registration page.
01:27We're going to click the Create an Apple ID button and we're going to create a new Apple ID.
01:32This should be a real e-mail address that you can actually check, so that you
01:37can get the e-mail and validate control over the address with Apple.
01:42So if you don't have an e-mail server already setup maybe you'll setup a
01:46organizational Gmail account or a Yahoo account or maybe even an AOL account
01:52something that's free something that you can setup for free and remain in
01:56control of and to check regularly and something that you can pass on to the next
02:00administrator if that should happen, if you should move along.
02:04So we'll start by typing our new Apple ID and our Apple ID is going to simply be
02:09the Gmail account that we already setup.
02:11If you don't have one go ahead and take a moment just hit Pause on the movie and
02:15go setup a Gmail account so that you've got something that you can check and you
02:19can reply to Apple that you actually own that account.
02:22And again you don't have to use Google you could Yahoo or anybody else that's free.
02:27So I've entered all my personal information and you may have noticed that our
02:31editors have blurred out all of the information we've put in here, but you
02:34should just know that you should put in your Apple ID and that Apple ID should
02:37be the e-mail address that you've setup on some outside server that you have
02:41control over, but that you could pass on to someone else.
02:44You should use the Security Question that is not yours but something that you
02:47need to this account.
02:49You should use a Birth Date that may or may not be yours, but you should
02:53certainly write it down, so that you can use it for account validation purposes later on.
02:57Once you've finished all of that, click that you agree and create your Apple ID.
03:03Now check all of your stuff here but before you create your Apple ID and then
03:08leave this page, remember it's a really, really important step to document
03:13all of your settings.
03:14One really great way to do that is to click on the Print option here and Save
03:20your documentation as a PDF.
03:22Just remember that because you've got sensitive information in this document,
03:26it's a really good idea to turn on security and to add a password to the
03:30document that will encrypt it and make it so that you have to have that password
03:34in order to open it up later.
03:37Click OK, click Save and there it is.
03:41And you can see that's an encrypted PDF, if I double click on it, it will try to
03:45open in Preview but it will tell you its password protected.
03:47It's a great way to remember passwords and to keep them documented.
03:51So when you're finished, scroll all the way down to the bottom and click Create Apple ID.
03:55So now that we've got our Apple ID created let's open up a new window, and let's
04:00go to Gmail and verify.
04:03Now the first time you login on an OS X system to a Gmail account it's going to
04:07ask you, hey I just noticed you're using Gmail.
04:11We can do that we can use Gmail locally, do you want to set this up and you
04:14could add the account we're not going to do that we're just going to stick with
04:17the web mail for right now.
04:19Not now and here we go here's the Apple asking us to verify the contact e-mail
04:23address for our Apple ID.
04:25So here we go, all we have to do is click on the Verify Now link and we pop in
04:30our Apple ID and our Password.
04:35Once we've been verified, we're all set to use this Apple ID.
04:39I'm just going to Copy and Paste it right into the Server App, then we click Get
04:48certificate, terrific.
04:50So we've got our Apple ID in place.
04:52We have our Push Notification Certificate.
04:55If you noticed we had a whole round robin secure authentication process
04:59there with Apple where we created our address, we created all of our contact information.
05:04We give them an e-mail address, we verified that had control over that e-mail address.
05:08This isn't exactly the verification process that goes in place whenever we set
05:13ourselves up with SSL and we will be doing that soon.
05:16But this does give Apple some degree of certainty that we are who we say we are
05:20and that our server belongs to us.
05:22So we've got that set up.
05:24Next, we'll move on to SSL.
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Understanding how Lion uses SSL
00:00Before we buy SSL, before I set up a self-signed SSL certificate, before we get
00:06too deep into this I want to explain what SSL is trying to accomplish and what
00:11Apple is doing with it here.
00:13We need a way to keep our conversations private.
00:16A friend of mine recently sort of explained non-SSL encrypted communications as
00:21you standing next door to your neighbor's house and started yelling over the
00:26fence at your neighbor.
00:27The whole neighborhood can hear, that's not so good.
00:30If you want to keep that conversation private you're going to pick up the phone,
00:32you're going to call them, you're going to talk in a normal voice through the
00:34phone lines and you're going to have that conversation and it's going to work,
00:39you get to have a nice civilized conversation and hushed tones that not
00:42everybody in the world can hear, SSL is kind of the same thing.
00:45Most of these services can be configured to work perfectly fine without SSL, but
00:51the conversation between the client and the server is happening in such a way
00:56that anybody on the line can listen in.
01:00With SSL you've got this encrypted tunnel between the client and the server
01:05and so the conversation is not public, it's a private conversation, your
01:10usernames, your passwords all of the content that you're surfing on the
01:15website you're accessing or maybe the mail that's going back and forth or
01:18maybe the address book information, the contact info or the appointments, all
01:24of that information for those services that use SSL is going back and forth in
01:29an encrypted secure tunnel.
01:32What services are we talking about here?
01:33Well if we click Edit we can see right here in the Service's list those services
01:37that will be affected and they are the ones that I pretty much mentioned.
01:40iCal and Address Book, iChat also does SSL, Mail both the receiving and the
01:46sending end of mail and Web Traffic, so that's what SSL is going to be able to
01:52affect on our server.
01:53In the next set of movies we're going to go through the process of configuring
01:58our SSL both locally and getting it trusted by a third-party trusted SSL vendor.
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Creating a self-signed certificate to generate a certificate signing request (CSR)
00:00So step one in getting yourself all SSL certed up is going to be clicking on
00:06this Edit button here.
00:07You're going to be in your Hardware section, under your server name, under
00:11Settings, at the bottom of this you're going to click on the SSL
00:14Certificate Edit button.
00:17Already, we've got a custom self-signed cert that was kind of created for us during startup.
00:23We're not going to use that.
00:25We're going to come down here and click on Manage Certificates.
00:29Here you see we've already got the self- signed certificate that was created for us.
00:33It's got a bunch of generic information.
00:35It's pretty good, but it doesn't have any of our custom info.
00:40It doesn't have our address and more importantly, it's only got the one name.
00:44We want to create what's called a UCC certificate on the Internet that allows us
00:48to have more than one name.
00:50Well, to do that, we need to create a certificate identity.
00:53So we're going to click the plus button, Create a Certificate Identity.
00:56We're going to start with server. groundswellgear.com, and that's fine.
01:01But we're going to allow us to override our defaults and we're going to click Continue.
01:07What it's warning us about here is that if we just stick with that
01:11self-signed cert, we're going to need to install it on all of our client
01:14devices, so that they can trust us.
01:16The good news is we're only creating this as an intermediate step on the way
01:19towards having a true, trusted third-party cert.
01:23so we'll click Continue.
01:25Choose a Validity Period that's based on reality.
01:27If you only plan on buying a SSL cert that lasts for one year, obviously go for 1 year.
01:33Choose your date appropriately.
01:35Click Continue, and now you're going to use an Email Address that you have control over.
01:40This does not by the way have to be the same email address that you use to set
01:44up your Apple ID, but it certainly could be if you wanted it to be.
01:48The Name of your server;
01:50that's going to be server.groundswellgear.com in this particular case, but yours may vary.
01:55The Organization;
01:56notice that this keeps popping up.
01:57This comes from when we entered our organization name during the server setup assistant.
02:03Organizational Unit;
02:04well, we're in the IT department here, and our City or Locality, in this
02:08case, we are in Ventura.
02:11I like to write out the entire state name rather than abbreviating it.
02:16This is an old habit.
02:17There used to be a registrar out there that would not accept a CSR if it
02:22contained a state that was written in just the abbreviated format.
02:25So I like to write this out.
02:26I haven't run into a problem with that yet.
02:29Click Continue, and just click Continue through the rest of these screens.
02:33None of them are important to what we're talking about until we get here.
02:37Now, the interesting thing here is that we can take out our IP address, but this
02:41DNS name thing, this is important, because we're going to choose five different
02:46names to put into our UCC cert.
02:48If we put those same five names in here, I think it's going to line up
02:52really, really nicely.
02:53I'm going to start this off with just groundswellgear.com.
02:58These get separated by just spaces;
02:59no commas, and periods are only there to separate out the parts of each domain name;
03:05server.groundswellgear.com is one.
03:10Another one is mail, another, and this we get from our friends at Microsoft,
03:17autodiscover and this is just because our client system's iCal and Address Book
03:22will use autodiscover to sometimes discover the services.
03:27If this is a name mismatch, it'll come back with an SSL name mismatch which
03:30gives our users a feeling that maybe this isn't as secure as they were hoping it would be.
03:36We've got our primary domain.
03:38We've got server, we've got mail.
03:41We've got autodiscover, we've got room for one more in here, and I think WWW is
03:46just the right thing.
03:50But again, these can be any names that you want.
03:52It's just that you want to choose names that will actually be used by your
03:56clients to get to your server, because if you just went with a single standard
04:01SSL cert, say you just did server. groundswellgear.com, if somebody tried to get
04:05to mail.groundswellgear.com and you had an alias program did DNS and everything
04:10else worked great, but your SSL services said, hey!
04:14That's not the name on the cert.
04:16Well, then that's a name mismatch error and it still looks like a security error
04:20to your clients and that's something you don't want.
04:23We've got our DNS names in here.
04:25We're going to click Continue, and it's going to create our certificate.
04:28Now, by default, it's going to create a root certificate that is not trusted. That's fine.
04:35Click Done!
04:37It wants to export a key from the keychain, that's completely fine, click Allow.
04:41Now, we've got two different ones.
04:43See, we've got a lot more information in our new custom created certificate.
04:48So I'm going to click minus and Delete and if I click back on the one we still
04:54have, we see it's the correct one.
04:56So I'm going to click OK.
04:56If I click back on Edit, I can see here that I can select my
05:03server.groundswellgear.com certificate as the primary certificate for my entire server.
05:09We're not done yet.
05:10We still have to go out with our CSR, and configure a trusted signed SSL cert
05:16with the contents of the SSL certificate that we just created.
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Generating your CSR and using it to key your SSL certificate
00:00When last we spoke I left you here at the Server screen with the SSL certificate up.
00:06Next we need to move on to the Internet.
00:08So we open up a Safari page and we're going to go to the site where we can
00:15register a trusted third party SSL Cert.
00:18We've chosen GoDaddy.
00:19So we're going to Login with the Customer ID and Password.
00:27Okay when you've logged in it will tell you thank you for logging in and it
00:30identifies you, so there you are.
00:33When you log into your account it will give you your account information over
00:36here and it will give you your products over here.
00:39Now what we've already done is we've made a phone call.
00:41We call the friendly people at GoDaddy and we told them hey, we really, really
00:45want a UCC SSL certificate and they said well that's great, because we sell
00:50those and so they sold it to us.
00:52If we click on SSL Certificates right over here you can see we have a New
00:56Certificate a Standard Multiple Domain ( UCC) SSL with up to 5 domains for one year.
01:01Fantastic!
01:03So we can click right here on Manage Certificate.
01:06What we have here is a Credit.
01:09So in order to use that credit we have to click Request Certificate.
01:16When we say Request Certificate we need to put our CSR in here.
01:21So let's drag this off to the side a little bit and we'll minimize this one down
01:25into the dock so we can get this out of the way and we're just going to try to
01:29put this into a format here where you can see what's going on.
01:35So over here we've got our website and we've got a little box where we supposed
01:38to put our CSR and over here we've got Server App and what I want to do is I
01:41want to Generate a Certificate Signing Request and there it is.
01:49Note, box here, box here.
01:51All we have to do is get the data that's over here copy into the boxes over here, paste.
01:57I'm just using Command+C, Command+V just like we would.
02:00And we come over here and scroll down just slightly here.
02:06The big difference between getting a standard SSL CERT and getting a UCC is
02:10we've the New Subject Alt Names down here.
02:14We're going to Add a few.
02:29There is one, there is two, and there is three.
02:41Checking our spelling all the way through, let's make sure we're not making any typos here.
02:51So we have zero left.
02:53Now we've only got four here, remember the first one was the one we registered
02:57when we set the Cert up in the first place.
02:59So that one is already taken care of, this is the one that we were worried
03:03about, so we're all set.
03:05The one that's in our CSR is the one that says server.groundswellgear.com
03:10because that was what we set up.
03:12So we're all good there.
03:13Certificate issuing organization is Go Daddy.
03:15Next we click Next.
03:18Okay, so we've made it over to our submit screen this is the second of three
03:22that we're going to go through here.
03:24This is telling us to click back for corrections.
03:25We can still change this afterwards.
03:28It's going to be very difficult to change things like the Domain Name that
03:31we're registering here.
03:32So first thing I would like to point out server.groundswellgear.com that's
03:36covered under the Domain Name.
03:38The alternate names are groundswellgear.com mail.groundswellgear.com,
03:42autodiscover.groundswellgear. com and www.groundswellgear.com.
03:48All of these are now spelled correctly.
03:50I've double-checked my spelling a couple of times here as I'm just
03:53scanning through it.
03:54We're set, this is what we want.
03:56One of the reasons why we want a UCC instead of what's called a Wildcard Cert is
04:01because a Wildcard Cert wouldn't let us do this.
04:04A wildcard Cert won't let you use the root level of your own domain in the
04:07cert whereas a UCC will.
04:10So that's kind of a cool level of flexibility.
04:13Go Daddy actually will sell you these with even more of these.
04:15We chose the five, because this really is going to cover 90% of our use model here.
04:19So I'm going to go to Next.
04:22We're through, the certificate is going to be issued shortly.
04:25We click Finished and the rest of what we do is going to be done over here in
04:29this Certificates area.
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Installing your SSL certificate and intermediate certificate
00:00In the last movie, we left off with our requests still pending and here we are
00:06and our certificates are in the oven. We are all set.
00:09The secret sauce there of course is check that email account, make sure that the
00:12folks at Go Daddy have sent you an email and that you've actually clicked the
00:16Reply button and that you've actually requested this thing, that's part of that
00:19whole trusted third party verification.
00:21Now that we have got our cert, we can click on it and we can download it.
00:25We click the Download link, we select which OS we are downloading for.
00:30OS 10.7 has only been out for a few days realistically if you think about it and
00:36OS 10.6 has been around for two years.
00:38So we are going to tell it that we are 10.6, even though we are 10.7, and we're
00:42going to trust the good people at Go Daddy to update that so that we can tell
00:46them that we are running a Mac OS 10.7 server.
00:49We are going to click the Download link and it's go directly into our Downloads
00:53area and while that was fast, here we go.
00:56We have our Intermediate cert and we have our
00:58server.groundswellgear.com.crt file. Fantastic!
01:03So I am going to come back out here.
01:04I would like to point out by the way, they have a really good installation
01:08instructions website.
01:09If you need more instruction this is a great place to go.
01:11But we just going to click Close and we are going to Log Out here and close
01:17Safari and we have our certs right here.
01:21So over back in here, we are going to click Close.
01:23We are to come back into SSL Certificate, we are going to click Edit.
01:28Select our certificate right up here and we are going to Replace Certificate
01:33with Signed or Renewed Certificate. There we are.
01:37We are going to drag server. groundswellgear right in there, and we are going to
01:42replace that certificate.
01:43But that's only part of the process.
01:47In fact I'm going to quit Server App at this point and now I'm going to go
01:51to Keychain Access, and in Keychain Access, I want to go to System and Certificates.
01:58I just want to drag over this gd. intermediate.crt, and put in our password.
02:07So with the intermediate cert in there, we now have a full chain to the trusted
02:11root certificate, with that process in place we can quit the Keychain.
02:15We can open back up Server App, and here we have our server Hardware one more time.
02:23Come over here to Settings, come over here to SSL Certificate.
02:28We select our server.groundswellgear.com and notice, Go Daddy Secure Certificate
02:33Authority, and if we want, we can even come down here and click Manage
02:38Certificates and look at this and see the entire trust chain right there, and
02:43that has been validated.
02:45So that gets us our secure, true, trusted cert.
02:49Let's assign it to some services.
02:50Let's click Custom, so we know we have got them all here.
02:54We don't have to do this by the way, but I like being repetitive in this way.
02:58So I am going to select on each one of these.
03:02They're all now configured to use the trusted SSL Cert and click Ok.
03:08Watch while it sets the certificate for all of the services down here in the
03:12lower corner and once that's done you'll see the name of your certificate right
03:18there next to SSL certificate.
03:20So breathe a sigh of relief, you've gotten through it, you now have a trusted
03:25third-party SSL certificate that's going to treat you well.
03:29So with that complete, we now have our internal DNS setup, we already took care
03:34of our external DNS in Chapter 2, we got our Apple ID, we have our Push
03:38Notification certificate, we've got our UCC Certificate, everything is trusted.
03:43Next, we can move on to actually configuring services and learning how to use them.
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Remote control
00:01One last thing before we move on to another chapter, I want to show you how
00:04to download the Server App on a client machine to remotely administer your OS X Server.
00:11It's really very easy, so we are not going to spend much time doing this.
00:14I'm going to do my pinch and I'm going to open up the App Store, and from the
00:21App Store, I'm simply going to go to my Purchases because I have already
00:24purchased a server on my other machine.
00:27So I will have OS X Lion Server right here in my list, I am going to click Install.
00:32It's going to ask me for my Password, and once I Sign in, it starts the download
00:40and you can see it coming in right here it's very, very fast.
00:43Server App is not a huge application.
00:47Okay and there we are.
00:48And it starts launching it automatically in the background.
00:50I'm going to quit the App Store here, and there you can see Server App
00:56running in the dock. Welcome to Server.
01:00So we are going to go up to the Manage menu, and we are going to pull down
01:03to Connect to Server.
01:06And when we do, we can choose this Mac which we don't want to do because this
01:09is not a OS X Lion Server, this is a client system and we want to leave it a client system.
01:17We have over here pulling up on Bonjour, our server.groundswellgear.com.
01:22If we wanted to Wiki connect to another Mac on a host name or IP address
01:25somewhere out on the Internet but we're going to connect to the one we have here
01:28locally and click Continue.
01:31It's going to ask us for our Administrator Name and Password which is going to
01:33pop that in here and click Connect.
01:38Now when you make your first connection, you'll notice that this is exactly,
01:43what we're trying to avoid whenever we configured SSL.
01:46This is a Name Mismatch error.
01:50This is one we are not going to be able to get away from because if we Show the
01:52Certificate, you look down here, the one that it's having a problem with this
01:56com.apple.servermgrd (manager daemon).
01:58We are not going to create a certificate that's going to be trusted in that regard.
02:02We are going to have this simply say you know what, our server is at that location.
02:06We are going to trust that server manager daemon when connecting to a
02:09server.groundswellgear.com and we are going to click Continue.
02:12It will ask us for a Username and a Password that's our local username on a client system.
02:19And then Connect, it opens up the server interface and we get the opportunity to
02:24start managing our OS X Server remotely.
02:28This is really cool, I want to show you this and make sure that we talk through
02:31the steps that you don't inadvertently turn your client system into an OS X
02:36Server when you don't mean to.
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4. Connecting Storage to Your Server
Choosing external storage
00:00When you're choosing storage for your server, you need to choose it based on a
00:03number of criteria that you can define ahead of time.
00:06For example, you may need very, very fast storage because someone needs to send
00:11a lot of data very, very quickly to your server, very, very frequently.
00:15Perhaps you need a lot of capacity, maybe people are sending you a whole lot of
00:19video and you just need a place to put it all.
00:22Maybe you need a RAID Array, may be something that's got a RAID 5 or RAID 6
00:27configuration because your data can't go down, your server must stay running at
00:31all times and your data store must be available at all times.
00:36Whatever the case you're going to need to make a choice, your choices will
00:39include things like whether or not you're going to use FireWire, USB, or
00:44Thunderbolt to connect your storage devices up to your server.
00:48Now Thunderbolt is the most interesting new option out there.
00:51Very, very fast, more than 10 times faster than FireWire 800.
00:56It's also capable of carrying power and you can daisy chain it with lots
01:00and lots of devices.
01:01You can connect RAID Arrays and in fact, at the time of this recording only a
01:05couple of storage devices are available for Thunderbolt.
01:07For example the Promise Pegasus line is available in a four and a six drive bay
01:13configuration that ships as RAID 5 protected array.
01:17These are very, very fast and relative to the cost of other things that are
01:22similar like old USB and FireWire Drobo devices or perhaps the other Promise
01:28devices that are out there for desktop systems like the Smart Store that have
01:31slower connection buses.
01:33They're all sort of similar, right.
01:35In the case of the Promise device, it's got a RAID interface built into the
01:40device, so when you connect it up via Thunderbolt the computer is not doing all
01:43that RAID work, the device is.
01:46This makes it very fast, makes it very reliable and interchangeable, you can
01:49move them around very easily.
01:52Depending upon your needs and your budget, you may choose to go with a small USB
01:57drive to just use as a local backup, maybe you'll choose a big Promise RAID
02:02that's connected over the Thunderbolt because you've got people sending a lot of
02:05video to your server and you need to have everything available all the time.
02:09Whatever the case just take a close assessment of what your needs are and what
02:14your budget is, and make the appropriate choice.
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Connecting and preparing Thunderbolt, FireWire, and USB storage devices
00:00Now that your server is at least partially set up if you have purchased
00:04additional external storage for one purpose or another you're going need to
00:07connect it and prepare it.
00:09So we're going to have a brief conversation about how to properly prepare a
00:14external drive for connection to a Mac OS X Server.
00:17We here have a FireWire hard drive that someone has their personal stuff on.
00:22It currently contains a whole bunch of information and we've cleared with that
00:28person that this can get erased, but this is probably something similar to
00:31what you might have.
00:32You might have a FireWire drive lying around that happens to have a bunch of
00:36space that you feel that you can use, you're going to need to prep that thing in
00:40order to use it on your server.
00:41So let's get started.
00:42First thing we'll do is we're going to pinch and go into our Utilities folder
00:46here and we're going to go to Disk Utility.
00:49Disk utility pops up and we select the device.
00:52Now Disk Utility is a great program, it separates your stuff in your sidebar
00:57here into devices and volumes.
01:01So if we click on the device we get device information below, if we click on
01:05the volume we get information about the specific volume, the two very different things.
01:10You can always click on the Volume that you booted from and you'll notice that
01:14Mount Point is a single Slash . If we click on the other volume you'll see that
01:18that's in a folder called Volumes, this is the way UNIX addresses the volume
01:22itself, so some useful information there.
01:25What you need to do to this in order to prepare it to be connected to your OS X
01:29server and I'm doing this by the way from a Lion client system completely fine
01:34to do it that way before you connected up, is we're going to click on the device
01:37and we'll click over here on Partition.
01:40In light blue we've represented a lot of data on this drive.
01:43Will we're going to get rid of that data.
01:44We're going to repartition this drive with one partition.
01:48We're going to name that partition simply data, and then we're going to make
01:52sure that it is Mac OS Extended (journaled) and that we're using the full size of the drive.
01:58We can then click on Options and to be certain that we've a GUID Partition Table.
02:04GUID is important, Apple Partition Map works just fine but if you would ever
02:09want this extra external drive to be bootable on an Intel-based Mac which is all
02:14of them now, right, then you would need it to be GUID.
02:16So since you have to do this at the partitioning level this is a great time
02:21to do this, because we're about to destroy all the data on the drive anyway we might as well.
02:25So I'm going to click OK.
02:27So we've got our Name, our Format our Size we've done our Options, we're
02:31completely set now I click Apply.
02:33It warns us that it's about to destroy all the data on the disk.
02:35We say no problem, Partition it and it creates the new partition.
02:39It lays down the new partition table and we get a volume in that partition named
02:45data that will be coming up shortly here.
02:48First thing OS X is going to do is it really wants you to backup.
02:52Time machine is extremely aggressive about asking you if you can please, please
02:56assign a drive so that it can back you up.
02:58We're not going to use this on our client machine because obviously we're moving it.
03:02But you do get that message.
03:04So here we're back in our Disk Utility and our new information has been applied.
03:08We now have the name data here.
03:10The Mount Point has changed down here when you select the volume and we're good to go.
03:15So this drive is prepared.
03:16This would've been the exact same process whether we were on a USB disk or on
03:21a Thunderbolt disk unless we were connected to a FireWire or a USB or
03:28Thunderbolt external RAID by a company like Drobo or maybe Promise Technology
03:33with their Pegasus line.
03:34Those tools may come with their own formatting and preparation software which
03:40you would then use from that manufacturer to prepare it.
03:43So be careful about that.
03:45Manufacturers like Drobo don't want you reconfiguring your storage in disk
03:49utility, they want you using their dashboard.
03:51Similarly Promise with their Pegasus line they want you using your own stuff.
03:55Promise also has a smart store line that's FireWire 800.
03:59Again, they have got special utility.
04:00So be sure you're using the software that's appropriate for your storage device.
04:05But at this point this drive is ready to go.
04:07We can click on it, hit Command+E to eject it and now it's perfectly ready to be
04:13unplugged and plugged into our OS X Server to use as a data store.
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5. Managing Macs and iOS Devices
What is a profile and why should I manage it?
00:00During a Keynote Address in 2011 Steve Jobs indicated that the Mac was going to
00:05be demoted to being just another device, just like an iOS device, like an iPad
00:11or an iPhone or an iPod Touch.
00:14He mentioned this in reference to a new thing called iCloud, but in fact, you
00:20can see evidence of this new strategy throughout many of Apple's new decisions.
00:25One of them is in managing devices by using something called Profiles, so what's a Profile.
00:32A Profile is an XML document, written into a format that ends with a
00:37.mobileconfig extension.
00:39And essentially this XML document can be downloaded and can be applied to any
00:45iOS device or any Lion enabled computer.
00:48So this is any Mac that's new as of August of 2011 or any older Mac that's had
00:55the Lion installed on it.
00:57So we now have the ability to manage through Profiles.
00:59In the past we used to manage using MCX settings, and if you're an existing
01:04administrator, don't be alarmed.
01:05MCX management is still allowed and it is supported.
01:09However, it has been deprecated, so it would be a good idea if you are an old
01:13hand at running MCX settings for you to learn the new Profile management way of
01:18the world, because that is definitely the direction everything is going.
01:22There are certainly some things that you can't do in Profile Management that you
01:25could've done before in MCX settings.
01:28But likewise, there are many, many things you can do now in Profile Management
01:32that were never possible in MCX.
01:33For example, we now have the ability to create and send out the new profiles
01:39completely automatically, once the system has been enrolled in what we call a
01:43Mobile Device Management System.
01:45Lion server is the first version of OS X server to include Mobile Device
01:48Management, and it's rather a big deal.
01:51So what do we have?
01:52We have old MCX settings;
01:54we have new Profile Manager Settings.
01:56We have the ability to manage the Lion computers using Profiles;
02:00we also have the ability to manage iOS devices using Profiles.
02:05So let's spend some time now together exploring this brand-new feature of Lion
02:09Server and learning how best to utilize it in our environments.
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Creating an Open Directory master (ODM) to allow for profile management
00:00In the previous movie we talked about all of the reasons why you would have a profile
00:04and want to manage devices with a profile
00:07and what the differences are between them.
00:09But we have some prerequisites, right?
00:11We have some things we need to get done before we can start managing profiles.
00:15I mentioned in a previous chapter that we have to have an open directory master
00:19in order for Profile Manager to work.
00:22We also need to have push notifications and things like that.
00:24We took care of those items in an earlier chapter when we were setting up our
00:28Apple ID, our push notification certificate, even our custom purchased SSL UCC certificate.
00:34That was fantastic.
00:36We are really in good shape if we've got all of those things done.
00:39At this point, to get started with profile management, we just need to configure
00:44an open directory master.
00:45Since we don't have one, all we need to do is come up here and click Configure
00:50on Device Management.
00:51It's going to read our existing settings and now there are a lot of
00:54different ways to do this.
00:55I would like to point out before we click Next, that we could Manage Network
00:59Accounts and that will allow us to create an Open Directory Master.
01:03We could come down here to Manage Devices button and we could click on a Profile
01:07Manager and we can get through that way.
01:08There are a lot of different ways to create an open directory master.
01:11We can even get Server Admin out of our advanced Tools disk image and we could
01:16use that to create an open directory mater.
01:18But the nice thing about Profile Manager and one of the reasons why we have got
01:22this one close to the front of our outline is that if we come through here and
01:27we click through this it's going to create an open directory Master for us in
01:31order to manage all of this.
01:33Now the default name that they give you is directory administrator with a short
01:36name of diradmin or an Account Name of diradmin and we have talked about this in prior titles.
01:42Since this is the default that's given to every directory master out there in
01:46the planet and the primary point of having a user name and password is to keep
01:51other people from getting into your stuff.
01:53You might want to choose the Username that isn't the default.
01:56We are going to stick with diradmin for the purposes of this course but I highly
02:00recommend that if you are setting this up for yourself, come up with a name that
02:04is unique and that you will remember that no one else is going to know.
02:07The important thing here is that it would be different from the local
02:10administrator username that you created at the very beginning of this process
02:15when we first started setting up the server.
02:17All right, so we are just going to choose a Password here and we will click Next.
02:22We already have our organization name when we set that up initially and we
02:26already have our Admin Email Address here servicesupport@corequick.com.
02:30So those are already auto populated for use.
02:33We will click Next.
02:34It tells us what it's going to do and we just click Set Up. It's that simple.
02:39We could also do this at a Command- line just so that you could use the
02:42command-line tools that you would normally use Slab Config in order to get this
02:47configured if you are an advanced administrator.
02:49But this is made so easy for us here, it's really quite wonderful.
02:53If this takes a little while don't worry, it will eventually finish on its own.
02:58It's just going through quite a few steps in the background.
03:00It's doing some network validation, some testing to make sure we've got the
03:03correct PTR and A records, and DNS, which we do, because our server internally
03:08configured that for itself.
03:10It's one of the nice things about just going with the DNS that they hand you.
03:13The mini DNS is already done and it's all right.
03:16And whenever it finishes configuring it, you are all set and it will tell you
03:21that your server meets the requirements for the Profile Manager to work.
03:24So we are going to click Finish, the sheet will disappear and we will be faced
03:29with our Profile Manager segment here in server.
03:33That was not hard, we went from Disabled to Enabled, we got ourselves out of a
03:38standalone state and we moved to an Open Directory Master and we did the whole
03:42thing without the Advance Server Administration tools.
03:44In our next movie we are going to move on to some more cool stuff with Profile Manager.
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Creating Users and Groups in your ODM
00:00Before we start managing profiles now that we've got our open directory setup we
00:05can start setting up users and groups, people who are going to log into our
00:09server to use these services and groups we can organize them into.
00:13To do that we have got to go up here to the Accounts area, click on Users and
00:17you see right now we've already got our Server Admin user and it's got the sort
00:20of generic single user icon.
00:23When we start creating additional users you are going to notice that there's a
00:25little globe attached to the icon for the new users we create and that's
00:29because now that we've got an open directory master the server app is going to
00:33automatically know that it needs to put those users into the shared directory, very important.
00:38So let's start and we will just inter a few users.
00:40I'm going to create four users and four different groups.
00:44You don't have to use the same names that I use.
00:46I am just going to use some names that we've come up with here internally for
00:49fun, but you could totally use users that are in your office or you can make up
00:53fun users for yourself.
00:55So as soon as you hit the plus Button you get this new user screen and we put in
00:59a Full Name and Account Name that's going to be that short name that we talked
01:02about before, that's all lower case and has not spaces in it.
01:05Then we are going to put an Email Address in for this user.
01:07The e-mail address is very important throughout the system, but it's especially
01:12important if you're going to have things like and iCal server setup, because the
01:16iCal invitation system uses the e-mail address or addresses you put into this
01:22field to determine whether or not the user you are inviting to an event is
01:26actually on your server or if it's not on your server and it needs to send an
01:30e-mail to that person in order to invite them to an event.
01:32So the Email Address field is very important and it can accept multiple e-mail addresses.
01:37And then we have our Password and Verify and of course we have got a little key
01:40here for our password assistant.
01:42So we are going to start now entering names.
01:44When you come back to the end of this, we are going to have a bunch of
01:47names already set up.
01:49Whenever you have your information entered you are just going to click Done.
01:54Notice, we've got the little globe here on the icon.
01:57Now I am going to configure several additional users.
02:00Once we have our users all setup, we are going to go over to the Groups area and
02:05we are going to create some open directory groups to organize our users into.
02:09We will click the plus Button and we will just give a Full Name and then the Group Name.
02:15If we just hit the Tab key it'll auto complete for us in the proper format in
02:20the Group Name area and we can click Done.
02:22We will do the same with a few more groups.
02:26So we now have our All Employees, our Office, our Remote users, our Sales
02:32group and the Workgroup group that came with the system whenever we created
02:36our open directory master.
02:37So we have got our Users and we've got our Groups and now we've got some stuff
02:41that we can really work with.
02:43What I would like to do just briefly before we move on is add some people to
02:47unique sets of groups.
02:48So let's open up the Office area, click on the Pencil Button and we can click
02:53the plus Button down here and we can type the names of a few of the people that
02:56we want to put into this group.
02:57So, the Office Group:
02:59I'm assuming that the Office Group is people who actually work in the office.
03:02So I am going to make Oliver and I'm going to make Justin Members of that in Office group.
03:15I would like to also point out.
03:16If I click that Pencil Button again, I could also make those group members iChat
03:20buddies automatically if I wanted to.
03:22We may come back here and do that later.
03:25Now my Remote users, these are going to be folks that work outside of the office.
03:29So these will be pretty much by definition other people.
03:32I am going to make Paige and Tom people that work outside of the office. We click Done.
03:42All right, so now we have in Office people, we have Remote people.
03:46Now sales may be a mixture of those two.
03:49Perhaps we've got somebody from the sales that's inside the office and another
03:53one that works remotely.
03:57So let's make Oliver part of Sales and we will also make Paige part of Sales.
04:07Okay, so now we've got an Office group, a Remote group and a Sales group that
04:11contains people from both of those two groups.
04:14Now lastly, I'd like to create a group that's just sort of everybody that I've
04:18entered so far of my own creation, because all of these people are the
04:24employees that work for us. Click Done.
04:28Okay, we now have our four custom created groups.
04:32I would also like to just look here at Workgroup just briefly.
04:35I would like to point out that the Workgroup group contains not only everyone
04:39we've created on our open directory master, but also a group of local accounts
04:44and it's also automatically getting iChat buddies and it's also giving a shared
04:48folder automatically here.
04:49This is what we did pretty much for free, no configuration necessary whenever we
04:53create our open directory master.
04:54Be aware that that's there.
04:56You can use it if you wish.
04:57We may use it later on in a limited fashion, but what I want to show you is
05:01how to control these things individually with each of these groups that we've created.
05:04All right, so our Users and Groups are all set, next, we can move on to Profile Management.
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Opening Profile Manager via Safari
00:00You may notice whenever we get into Profile Manager here, that there is not
00:03much of an interface.
00:04All we can really do is Enable Device Management as we've already done, we can
00:08Sign our Configuration Profiles, that's fine, we can choose our Certificate for
00:12signing that, and that's all great!
00:14We could also change the name of our Default Configuration Profile.
00:18The Default Configuration Profile would automatically configure devices to use
00:22services we've already set up on the server.
00:24So if we had already set up iChat, iCal, Mail, VPN, all of those things, they
00:30could be handed to a user automatically, using a Default Configuration Profile.
00:35But just for the tour, we are going to simply turn on the service by flipping
00:39the switch right up here.
00:40We will wait for it to finish Starting the Profile Manager as you can see down
00:43here in the lower right-hand corner of server app, and when do we will get a
00:47link right in the screen to the Profile Manager.
00:50So as soon as Mac OS X Server has built its Mobile Device Management system in
00:54the background and started that up, we will get a set of new links here.
00:58So we mentioned right here that profiles are available for all users for
01:01download and devices can be enrolled for management.
01:04You can go to the user portal.
01:05So there's the user portal, which is where individual users in our case for
01:10example Justin Case would be going there, in order to enroll their devices.
01:15A user can go there, log in with their user account and they can do all kinds of cool things.
01:19We'll show that in a little bit.
01:20First, we want to go to the Profile Manager to show a tour of that interface.
01:25So we click on the link and it takes us directly to the secured site that is
01:30our Profile Manager.
01:31You can tell it's secure because you get a little lock right up here.
01:33If we click on the lock, we can look at the chain through to our trusted security.
01:38So here we are, we can look at Details on our Certificate, and this is all
01:42through the web browser, remember.
01:43So anybody who accesses this site will be able to see this validation.
01:47It tells them that the certificate is real. That's great!
01:50So we are going to Log In to server. groundswellgear.com with our Username and Password.
01:54Which Username and Password, you might ask?
01:56Well, we can either use the local username and password or we can use the
01:59directory, username and password.
02:01I'm going to use the directory admin.
02:07Once we log in, we have all sorts of stuff that's already populated for us.
02:11That's because we did a little bit of work ahead of time in server app.
02:15So we have our Groups, which it's pulled in from open directory, and we can see
02:19here that Sales has 2 Members, and we can see the Members by clicking on them
02:23over here, and we can go directly to the user account by clicking on that little
02:27arrow and it takes us directly there.
02:29You can see here that we have the user's name and their email address.
02:33Email addresses are used throughout OS X Server now.
02:36So it's important to have that setup as I said before in the Users area in server app.
02:41But here, you can see we've got several tabs with information about each user.
02:46Now that we have clicked around a little bit and explored, I just like to
02:48explain what's going on in the sidebar and we'll sort of work from left to right.
02:53At the top of the screen, we have Devices and you notice right now we have No Devices.
02:57That's because we really have only a few different ways to get devices into this system.
03:02We have a manual distribution method for getting our profiles onto these devices
03:08that will enroll them, we can have user self-service.
03:10I mentioned that there was a user portal where the user can go to a website and
03:14self-enroll their device.
03:15Then later on, we can do some remote device management.
03:18We can set up the MDM as we already have, and that will remotely install,
03:24remove, and update configuration profiles as long as the device is enrolled.
03:28So this is where the devices would be sitting.
03:30We can set up Device Groups here to organize our devices into different sets.
03:35Maybe we'll have a group of Macs, maybe we will have a group of iPads for example.
03:39We'll set that up in a bit.
03:41We have our Users that were pulled in here from our open directory, and we
03:45have our Groups as well.
03:46Down below here, you can check out your Activity.
03:48So anything that you have told the Profile Management system to do will show up
03:53in Active Tasks until it's been completed and then obviously it will move that
03:57task into the Completed Tasks area once it's complete.
04:00So that is our brief tour of the Profile Manager interface.
04:03I think one of the more important things to realize here is that you can get to
04:06this from anywhere, and I will just tab over to that so you can see.
04:10You don't have to be running server app to click on this link in order to get to this page.
04:14All you have to do is go to your server's domain name/profile manager, and
04:20you'll go straight to this site.
04:22Because it asks you to log in and it's secured over SSL, this entire process is totally secure.
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Defining management strategy by choosing category of device or user
00:00In this movie I want to walk you through the various choices you have available
00:04to you, in the Profile Management System when you are creating mobile
00:07configuration profiles for your iOS or your Mac OS devices.
00:11To do that, we're going to go into Safari and we're going to go to the Profile
00:14Manager website on our server.
00:16I am going to go to Spotlight and click on Safari here.
00:19I already had that typed in.
00:21When you get to Safari, you are going to type your fully qualified domain name
00:25of your server into the URL bar.
00:28Once you've typed your fully qualified domain name you're going to type a slash
00:32followed by the word profilemanager, all one word, no space.
00:35I hit Return and that takes me to an authentication page.
00:39This is asking me to authenticate as an administrator on the server so that I
00:43can change these profiles.
00:44I am going to type serveradmin here and then I am going to type the password.
00:48You can choose to Remember me or not depending upon your security needs on the
00:52system you're working on.
00:54Click Log In and that takes us to the Profile Manager page.
00:58It takes us first to the User Groups area, but we're not going to be
01:02playing here right now.
01:03We're going to go over to the Device Groups area.
01:06We don't have any devices enrolled on our server yet, but we can set up Device
01:12Groups ahead of time to put our devices into once they're enrolled.
01:16So to do that, I click on Device Groups and then I come down to this area.
01:21You will notice we have plus and minus signs on both sides of this line here.
01:25The plus and the minus signs apply to the column they're underneath.
01:28So we're going to go over here where it says No Device Groups, come down to the
01:32bottom and click plus.
01:34So first, I am going to create a group called iOS and this is just going to be a
01:37group for our iOS devices.
01:39I hit Tab to get out of that field and then the Save button down here turns blue.
01:43Once it does, I click Save.
01:44I am going to create another group.
01:47This one is going to be for Macs.
01:49Tab out of that, click Save and so now I have my two groups.
01:54Now, if I click on iOS here, I can come over to this Profile Tab right here and
02:00the Profile Tab will show you all of your profiles right down here.
02:05If I want to change this profile or change the settings for this group, all
02:11I have to do is click the Edit button right beneath where it says Settings for iOS.
02:17When I do that, it opens up another window here in Safari, and this is sort of
02:22overlaid over the previous window.
02:24We have the option of configuring all of the different settings that
02:29are available to us.
02:30Now, this is our settings for iOS area.
02:33So we'll look at all of the settings that are available for all devices, Mac OS
02:39X and iOS, we will also look at the settings for iOS.
02:43We're not going to configure any of these settings at this time, just going to
02:46take a look at them.
02:48And since we're only looking, it won't hurt anything for us to go in here, and
02:52we'll look at those that are in the Mac OS X area as well.
02:56So let's start up here at the top, and talk about the General area.
03:00In this first General area here where it says we have 1 Payload Configured, what
03:04it's talking about is this as a Payload and it says it's already configured
03:10because it's being told that it's going to automatically push.
03:13We have that as one option;
03:15the other option here is for Manual Download.
03:17Manual Download could be very useful if you are configuring a mobile config
03:21profile that you didn't want to push to enroll the devices.
03:26Perhaps, you want to use this solution to create payloads that you're going to
03:30load onto devices that aren't enrolled in the Automatic Push System or the
03:35Mobile Device Management System, you have that ability to do that here.
03:39But we're going to leave Automatic Push on, because it's kind of the point
03:41of what we're doing.
03:43Organization is automatically configured for us, but we do have the opportunity
03:47to put in a brief description.
03:48So I'm going to do that now.
03:50Okay, so I've got a brief description.
03:52We now also have a security option.
03:54We can allow people to remove our profiles, and this is sort of a big deal,
03:59because you probably are enrolling devices into mobile device management in
04:04order to restrict them in some way.
04:06If you select Always here under Security;
04:09that means that your users will always be able to remove the profiles on their
04:13own without even notifying you.
04:15This means that those restrictions don't count for much because they're
04:18very easy to eliminate.
04:20If you select With Authorization, you have an opportunity to put an
04:24authorization password in here, and in that case, those profiles could still
04:29be removed off of the devices, but only if an authorization password that you
04:34designate here is input into the device that's on the glass, for example, on an iPod.
04:40Or you can also select Never.
04:42Never means that the profile cannot be removed.
04:46In order to remove this profile, you would have to change the configuration and
04:50to push it back out to the device;
04:52the device would have to get that update from the Mobile Device Management System.
04:57You could also remove these profiles using iPhone Configuration Utility, but
05:01you'd have to be either doing that through the MDM system or with a direct USB
05:06connection, it's much harder to get these profiles off if you select Never.
05:11I think that With Authorization is a nice middle ground.
05:14So I am going to select that and put-in a password here.
05:17All right, so that's a nicely configured General Payload.
05:22Let's move on now to the Pass Code.
05:23Whenever you select Pass Code, there is no Payload here yet, so there's nothing
05:28to configure until you click the Configure button.
05:32So we click Configure and this opens a lot of options to us.
05:37You can choose what type of Pass Code a user can set.
05:42This is not a place for you to set the Pass Code.
05:46I am scrolling down here to the bottom of this, so you can see that there is no
05:49place here where you can indicate what the Pass Code will be on the device that
05:54must be set locally.
05:56All right, so if you want to indicate a maximum Pass Code age or require an
06:04alphanumeric value, you can get very, very strict with your Pass Code rules by
06:10enabling them here in the Pass Code area.
06:12If you click on Network, you also have a Configure button, we click that.
06:17We can configure Wi-Fi settings, or even that settings, if we are talking about
06:21the settings for a Mac OS X device, this would be any Mac OS X computer.
06:27But Wi-Fi would work for either;
06:29we can configure Wi-Fi settings for an iPad or for an iMac, doesn't really matter.
06:35But I would like to point out one thing.
06:37If you're configuring your Wi-Fi via a profile and the Wi-Fi network is
06:44protected, either hidden or protected with a password, the iPad will have no way
06:50of getting this information, because it won't be connected to that network until
06:56you do something on the glass.
06:58If you're on the device, you will have to manually configure that device to get
07:02on the network and at that point, that iPad would for example remember that
07:07network from that point forward, making this type of Wi-Fi network profile
07:11unnecessary, because it's already been done manually.
07:15If on the other hand, you were going to provide this as a profile that would be
07:18manually applied to the system using for example iPhone Configuration Utility,
07:22then this would become more useful.
07:25So think about this in your planning.
07:28VPN is another great option because here we can configure a VPN mobile config
07:33profile that can be applied to a device which will easily allow your clients
07:39to connect to the VPN server without having to know all the configuration information.
07:46This is extremely convenient for your users.
07:49This is a great thing to do for folks.
07:52If we click Configure under Certificates, we can add identity certificates or
07:57security certificates here manually.
08:00This will allow new certificates to be pushed to devices without having people
08:05have to manually pull them down from a location.
08:10If we want to click Configure here for SCEP, we can do that as well.
08:14But we don't need to do this if we're setting our systems up to be part of a
08:19Lion Mobile Device Management System.
08:21You would put-in the SCEP settings if you were installing a third-party Mobile
08:26Device Management System.
08:28If you're using Lion for your Mobile Device Management, you're probably not
08:32using another Mobile Device Management System on top of that, and especially not
08:37for our intended audience for this subject.
08:41If you're in an enterprise environment where you're using a large Mobile
08:45Device Management System, you'll want to talk to the manufacturer or the
08:49developer of that Mobile Device Management System to find out how they would
08:53like you to use SCEP.
08:54Now, those are the settings that apply to Mac OS X and iOS together.
08:59Let's look at the iOS ones independently.
09:02So, iOS comes with the ability to restrict a lot of settings.
09:05We'll talk about this later on in detail when we create our first profile.
09:09But I just want to go through some of the options here.
09:13Restrictions here are slightly different than the restrictions that you can
09:18place on a device directly from the device.
09:21They're a little bit more limited.
09:23You can limit things like not allowing the editing of email accounts or calendar
09:29accounts directly on the device, and we don't have that ability here in our
09:34Restrictions in the MDM solution.
09:37You can still apply the same restrictions to explicit content;
09:41this is extremely useful in school settings or with children.
09:44You can still restrict the use of YouTube, which is a great way to keep people
09:48off YouTube because YouTube doesn't work through Safari on the iPad itself,
09:53because of the lack of Flash compatibility.
09:56So this is very, very effective.
09:58You can turn off Safari if you wanted to do that.
10:01I would really recommend against turning off Safari on iPads and iOS devices, as
10:06it's so useful to end-users.
10:09One last thing I'd like to mention is the forcing of Encrypted Backups.
10:12Again, we talk about all of this a little bit later but I'd like to put this in here.
10:16Forcing Encrypted Backups forces your iOS device to put any passwords that
10:21are saved on the device into the backup and that's useful if whenever you're
10:26restoring the device, you want to keep those passwords in the restored
10:30version of your device.
10:31So forcing Encrypted Backups is great.
10:34The one thing that you'll notice about that though is that if you turn this on,
10:37you'll be forced to enter a password on your system whenever you sync it.
10:42So be aware of that.
10:44Email configuration, this is pretty obvious, but we'll talk about it briefly.
10:49You can configure Advanced Settings so that this goes in before a user even
10:53touches the device for the first time, it already knows what the incoming and
10:57outgoing mail server is going to be, what types of accounts are there and where
11:01that server is, as you can put in the fully qualified domain name of the
11:04server, so that the user doesn't have to enter so much information for
11:07configuration purposes.
11:09Similarly, for Exchange, you have that ability to connect up to
11:13Exchange services here.
11:16LDAP, would allow you to connect up to an LDAP server for contact information.
11:20CardDAV would allow you to connect up to a CardDAV server for contact
11:26information, and similarly, CalDAV, so you can put-in account information, a
11:31host name with a fully qualified domain name for the server;
11:34so that those things can be entered for your users before they get their devices.
11:38Subscribed Calendars would be for any ICS calendars that are published via
11:43WebDAV out to the Internet.
11:45This is different from subscribing to your own personal account on a CalDAV server.
11:49This is an opportunity for you to do things like subscribe to the calendar for
11:54your local baseball team, if they're publishing it.
11:58Web Clips are extremely useful.
12:00They give you an icon right on your iOS device that you can tap on as if you
12:05were opening a new application that will take them directly to the website of your choosing.
12:10So if you have several websites that people need to go to in your organization
12:14on a regular basis, and you don't want them to have to set Bookmarks inside of
12:17Safari, or you don't want them to have to reenter the URL over and over again,
12:22there's a great handy way to give them those quick links.
12:25Also, if you've developed web-based applications, you can make this go full
12:30screen, so that the URL Bar is not even available.
12:34That makes it look even more like a real full screen application. Pretty cool there!
12:40APN has to do with setting up access points for cell traffic.
12:44It's unlikely to be something you're going to do in a small
12:46business environment.
12:48If I go down here to the Mac OS X section, we have restrictions, but they're
12:51different kinds of restrictions.
12:53Here, we're allowed to configure the restrictions for our available system
12:58preferences, and any one who is a long time Mac OS server administrator who is
13:03used to doing MCX Management of Mac OS X client computers will recognize the
13:08way this looks, which is very similar to the way that looked in Workgroup
13:11Manager previously.
13:12This is still available by the way in Workgroup Manager.
13:15We're just moving that management into this environment for the future.
13:19We can restrict applications, create white and black lists for applications that
13:23are allowed or disallowed.
13:25We can allow or disallow specific dashboard widgets.
13:28Additionally, within our Mac OS X Restrictions, we have this Media area, which
13:32gives us the ability to control whether or not people can burn CDs, or DVDs, and
13:37whether or not they can access internal or external disks.
13:40These are all the same types, again, of management options that we had available
13:43in MCX settings in Workgroup Manager.
13:46We can configure a Directory server right here.
13:50Under Login Window we can configure a Login Window options.
13:54Again, anybody who is an old hand at Mac OS system administration and is used to
14:00doing this through MCX settings, this looks very familiar to you.
14:02We can control Login Options, what will launch at log in, any Network Mounts
14:07that need to be placed, or any items that will launch automatically at login.
14:12We can Control mobility settings, so we can set whether or not someone is a
14:16network user or a portable home directory user, all through here.
14:22We can control Dock Options for our Mac OS X client systems.
14:26We can set the location of the Software Update Server, we can configure
14:31Printing Management, so we now have the ability to configure printing through
14:36the Profile Manager area.
14:42Energy Saver settings, Parental Controls, these are very, very similar to the
14:47parental controls that are available on a local Mac OS X system.
14:52Security & Privacy, really only gives us access to this one checkbox about
14:56whether or not we'll be sending diagnostic information to Apple, and then
15:00lastly, this is very interesting.
15:02If you're the type of administrator that's comfortable editing keylists and
15:06creating custom property list values, you can import those custom settings files
15:11here using the Upload File button.
15:14This can be very useful if there is an old style managed client app preference
15:19that you're used to use to manage things like;
15:22I don't know the performance in iTunes for example.
15:24There are things that aren't available here.
15:26You can add that additional functionality here under Custom Settings if you're
15:30an experienced administrator.
15:31All right, so that took quite a while to get through, but that gives us a really
15:36solid overview of all of the settings that are available to us here in Profile
15:41Manager, just so that we don't muddy the waters for later in the Chapter I am
15:45going to hit Cancel.
15:46That's going to disable what we've just changed here.
15:49And that returns us back to a nice pristine state.
15:51In the next movie, we're going to create our first real profile.
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Using Profile Manager to create your first profile for Mac or iOS device management
00:00In this movie we are going to configure our first simple profile.
00:04We are going to do so by opening the Profile Manager with the link here in the Server App.
00:08Remember, you can always get to this by typing your fully qualified domain name
00:11followed by profilemanager here.
00:14So we are going to go into Device Groups.
00:15I've already got a Macs group and an iOS group.
00:18In the Macs group, I'm going to create some extra profile settings just for the
00:23Macs that are going to be members of this group.
00:26Now, nobody is a member of the group yet so this won't apply to anyone.
00:30Clicking Edit I am going to select Automatic Push that will make sure that these
00:33things get pushed using the Push services, we worked so hard to get set up and
00:37then we are going to type a Description.
00:40Baseline Mac Settings is what I am going to put in and I'm going to allow people
00:45to remove this as long as they have authorization to do so.
00:49So that's going to be our first setting.
00:50We are going to skip past all of these iOS Restrictions and other settings that
00:54we could set up because we are not setting up an iOS device;
00:57we are setting up a Mac OS X device.
00:59And I am just going to put in a few simple settings.
01:01Let's start easy with something like the Dock.
01:04So I am going to change the dock so that it goes to the right and I'm going to
01:08change the size of the dock.
01:10That's all I am going to do.
01:11I am going to just leave it like that.
01:14I might go down to Security & Privacy and just tell Apple that I'm not going to
01:17send them diagnostic and usage data.
01:19Very, very simple, my Payload only includes the General settings, the Dock and
01:23Security & Privacy, right.
01:24So we are done there.
01:26If I click Save and we do if we click Save again, that's going to cause those
01:30new settings to be pushed out to any devices that are already in the group.
01:34Now we don't have any members in the group yet so we would need to go back and
01:37add those but that is what would happen at this point.
01:40Okay, so we got our Mac profile. You know what?
01:42I'm feeling great about this.
01:43Let's go ahead and configure the iOS profile too.
01:46This is too much fun.
01:47We are going to go into Settings for iOS and click Edit and now we are going to
01:51go down in here into this section where it says iOS.
01:54So we will come over here.
01:55Actually, you know what?
01:56Let's now get ahead of ourselves.
01:57We need to create a Description for our payload.
01:59So this is going to be iOS Device Baseline Settings and I am going to allow
02:07people to do this as long as they have authorization to do so.
02:10Of course I need to put in my password.
02:13Later on we'll talk about VPN and maybe even network but I want to come down
02:17here to some iOS specific Restrictions like, we will come in here and for
02:21example, if we didn't want to allow multiplayer gaming we could turn that off.
02:25If we wanted to be sure that the users of our devices didn't do any in-App
02:30purchasing we can turn that off.
02:33So there are some really neat things that we can disable that are default parts of the iOS.
02:38We can also disable turning on Game Centre friends, we can basically turn all of
02:42that stuff off and we can Force encrypted backups of our iOS devices.
02:48This is kind of neat because if you have an IOS devices as an iPhone and iPod
02:53Touch or an iPad and you're backing up that device in iTunes, which by the way
02:58happens automatically anytime you change something in one of the applications on
03:02there so your Camera Roll or something like that.
03:05If you don't encrypt your backups on that device it won't back up any of your
03:09passwords, which is interesting because then if you ever restore your device
03:13you're going to have to reenter those passwords later on, which means you will
03:17have to change those settings later on if you do a restore.
03:20This encrypts the backups so the passwords are sent into the backup, which
03:24means when you do a restore from a backup of that iOS device, you will get your passwords back.
03:29It's a more complete backup.
03:31So there is a really good setting to turn on here.
03:34We could also control the way that our various applications work.
03:37For example, if we didn't want our kids getting into the You Tube application,
03:41you just turn that off.
03:42If we didn't want anything to go to the iTunes Music Store whether it be a an
03:46iPod, an iPad or an iPod Touch that's all going to be gone as well.
03:51We can also control restrictions for media content.
03:53So we can say you know what we're not going to allow any explicit music and
03:56podcasts and for movies we are only going to allow PG-13 in here and PG here,
04:03for the apps we are just going to allow 12+.
04:06So we are done with that.
04:07We can also configure things like Email.
04:09If we had an Exchange server we could set that up so that it goes to
04:12the Exchange server.
04:14CardDAV, CalDAV, we will talk about all of these things later on but one thing
04:17that I think is really need is the fact that you can control Web Clips.
04:20This puts a little button right on the screen of your iOS device.
04:25So let's call this Enrollment and we will go to
04:30https://server.groundswellgear.com/ mydevices and we will make it removable if
04:43they want to and we are just going to let the icon come in from the web device. That's fine.
04:47No Precomposed anything and I am not going to make it full-screen.
04:50I don't need to control any of that.
04:52That's going to show up on the screen of iPad.
04:54That's pretty cool!
04:55So we click OK, and there we are.
04:57We have only done Restrictions and Web Clips.
04:59It's very, very simple but now we have two different profiles.
05:03We have got profiles that will apply to our iOS devices, once we make them
05:06members of this group and we've also if I hit Save, if we can look over here we
05:11have a profile for our Macs.
05:13Next, let's see how to actually enroll devices, so we can get them into this
05:17library of devices and then make them members of the different device groups.
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Getting profiles onto your Mac
00:00Now that we've created our first simple profiles, we need to get those profiles
00:04on to our devices, so those devices can be managed.
00:07The first one we are going to show you is this Mac here that we are on right now.
00:11So there are a couple of processes we need to finish in order to do that.
00:15The first one is we need to get into Safari.
00:18So I am going to do my four-finger pinch to bring up our launch pad.
00:22We bring up Safari and we are going to go to our Personal Device portal.
00:26So that's going to be the fully qualified domain name of your server, we are
00:32SSL encrypted here.
00:34So we've got an s after the http.
00:36Don't miss that part and then that's going to be followed by mydevices.
00:43That's going to send us to an authentication page.
00:46We are going to authenticate as one of our users.
00:48I am going to use our user, Justin.
00:54So now we are logged in as Justin and here we are at our My Devices page.
00:58We also have a Profiles page.
01:01So we have two choices here;
01:02we can download Settings for Everyone.
01:04This Settings for Everyone button will download a Settings profile that contains
01:08the settings for all of the services that are configured on our server.
01:12Now at this stage in the course, we don't have any services configured.
01:16So this won't do us much good.
01:18Later on in the course, towards the end, we are going to show you how to bring
01:21this down in order to configure your device all at once.
01:24That would be pretty cool.
01:25For now, what we are going to do is actually go over here to Devices and we are
01:28going to Enroll this device.
01:30So this device is a Mac and there we go.
01:34It downloads into our Downloads area.
01:35That goes into our Downloads folder and it immediately asks us if we want to
01:39install our Device Enrollment profile.
01:42Now you might have noticed that automatically System Preferences is opened here,
01:46this is where we are;
01:47we are going to click Continue and it's going to warn us that it doesn't have a
01:52verification of the authorship of this profile.
01:56So you remember we set ourselves up with a UCC SSL profile, so that whenever our
02:01client systems are communicating with the server, they can know that there is a
02:04trusted third-party relationship and they can have that SSL encrypted path back
02:08and forth between the client and the server.
02:11This is not handled by that certificate.
02:15This is handled by a code signing certificate that was set up originally back in
02:19server app, and the reason why it can't verify the authorship is because it's a
02:24self-signed, code signing certificate.
02:27Because this is a different type of certificate, we have a couple of choices here.
02:31We chose not to purchase a code signing certificate from Go Daddy because it's
02:36really expensive and I figure most of you probably won't want to go to that much
02:40of an additional expense.
02:42On the other hand, if we show the details, we can see where it was signed from.
02:47We can simply choose to Install and once this is installed and trusted, we are
02:52going to have to go through a few more of the screens, we won't see this again. Same thing here;
02:57remember, it says unverified and very importantly, if you see down here where it
03:01says Mobile Device Management, we have rights here on the server to erase all
03:06the data on the computer where we are installing the profile.
03:09So we are installing this profile on this local Mac.
03:11That means that we are going to have the rights from the server to erase
03:15the data on the Mac.
03:16Your users, if they are doing this themselves, if they are doing a
03:19self-enrollment, will be able to see this and this might cause come concerns so
03:22you might get some phone calls about this.
03:25If you go about the process of enrolling devices by yourself as an
03:28administrator, you can avoid those questions.
03:31Click Continue, we are also going to click Install here and we are going to add
03:35our administrator, Username, and Password for the local machine, the client
03:39machine that we are installing the profile on.
03:43You have to be an administrator to do this.
03:45So, because our local account was an administrator account, it allowed me to
03:49authenticate and here we've installed to Remote Management settings.
03:53So you can see that all here, if I click Show All, you can see that we now
03:56have these Profiles, System Preferences pane in the System area of System Preferences.
04:02If I quit this and we come back here, now you can see that this Mac is indeed
04:07registered with the server.
04:08We know its Serial Number and we can remote Lock it and we can Wipe the data
04:13from it right there with that button.
04:15And we can do this because we've logged in as a specific user to enroll this device.
04:19So because we are still logged in as that user, we have the ability to lock
04:24or wipe this device.
04:25Other users won't be able to wipe each other's devices.
04:28So we are going to leave the My Devices area and instead we are going to go
04:32back to Profile Manager.
04:35Now that the device is enrolled, we'll be able to see it.
04:38I am going to log in as serveradmin, and if we come back over here to Devices,
04:45here you'll see Justin Case has registered the Mac Tower in this area.
04:49So he is in the Devices area, but in a group yet.
04:53There are still No Members of the Mac's group here.
04:55So we have to go to the Mac's group, click on Members, click on the plus
04:59button>Add Devices, and because the Mac Tower here that was registered by Justin
05:04Case, has been enrolled in our system, we can just click Add and Done and Save.
05:10And as soon as we do, it says this might cause settings to be pushed to the
05:13devices and of course, it will, because we've got a profile associated with the
05:18Mac's group which is a device group.
05:21And so as soon as we save this as a member of that group the settings we have in
05:25there should apply to that device.
05:27So, clicking Save is going to give us an active task right here.
05:31It's going to set Push Settings in progress and what happens here when this
05:34happens is the server because we have a trusted relationship with Apple's Push
05:39notification service, we'll send a Push notification to Apple or a request.
05:43Apple's Push Notification server will send a message back down to the Mac Tower
05:49to say, hey, Mac Tower, you need to look to your server that you've already
05:53said you trust and you need to get whatever updates have been applied to your profiles.
05:59When that happens, the Mac goes out and gets its stuff, it succeeds and now the
06:03Mac has the new updated management information.
06:07So that's how that process completes full circle.
06:09If we wanted to add the Mac to additional groups, if we had multiple additional
06:13groups, we could come through here and add that Mac in there.
06:16So that's getting all of this onto your Mac.
06:20In the next movie, we'll talk about how you get this stuff onto your iOS devices.
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Getting profiles onto your iOS device
00:00When it comes time to download and install your profiles on your iOS device,
00:04it's fun to start with an iPad because you've got a nice big screen, you can see
00:07what you're doing, it's easy to get to all the controls.
00:09So here you can see we have a very, very stock brand-new iPad, there's
00:15nothing custom about this.
00:16If I go to Settings and you look through General here, there are no extra
00:21profiles, no extra settings in here at all, right.
00:24I go to Mail, Contacts, and Calendars, nothing in here.
00:27So what I need to do first, and there are several different ways of doing this.
00:31You can see right up here, I'm not on our Wi-Fi network.
00:34So I want to put us on our Wi-Fi network.
00:37Now you could temporarily set your Wi-Fi network so that it would be completely open.
00:42This would make it very easy to get on, but ours we're just going to click on
00:46our Lion Network here and put in our password and click Join.
00:51As soon as we join that Wi-Fi network, we're going to get the symbol right up by
00:54your carrier logo in the upper left-hand corner of the iPad.
00:59And we can then come back here and we can tap on Safari, and when we open up
01:03Safari, we can go to a new URL.
01:06I'm going to go to that https://.
01:11We're going to go to server.groundswellgear.com.
01:14Now you're going to go to your own URL.
01:18All right, so we double-check our spelling, make sure we didn't type anything
01:21incorrectly, everything looks good here.
01:24I'm going to then type a Slash and then I'm going to go to My Devices and hit Go.
01:30This is going to take us to that Authentication page, the same one pretty much
01:33that we saw on our Mac.
01:34So I'm going to log in this time as oliver and I'm going to tell it not to
01:39remember me and I'm going to click Log In.
01:43All right, so here is the My Devices page for an iPad.
01:46Note that the system sees that this is an iPad right off the bat;
01:51it knows what we are.
01:52So all we have to do is tap Enroll, it tells us that the Code Signing
01:56Certificate is not verified for the same reasons that we mentioned in
01:58the previous movie.
01:59So we're just going to click Install.
02:00It says Unverified Profile, it's warning us about that again;
02:04it's fine, we're going to tap Install.
02:06We created it, we know what it is, and we tap Done.
02:10So we are now enrolled.
02:11If we refresh this page on Safari, we can see that this is an iPad, we have our
02:15Serial Number, we can Clear the Passcode, we can Lock the device if there's a
02:19passcode in place on the device, and we can Wipe the device.
02:23Note that locking the device won't ask you to enter a Passcode.
02:27It will simply lock the device with whatever passcode is already on the device.
02:31All right, so now that this is in place, I'm going to go back over to our
02:35Mac, and on our Mac we're going to go into Safari and I'm going to go to Profile Manager.
02:41And in Profile Manager, if I go to Devices, I now see iPad.
02:46And there is Oliver, he signed it in, no problem at all there.
02:49All we need to do is go to Device Groups>iOS> Members>+>Add Devices, and here we have the iPad.
02:59So we can click Add, Done, Save, and then once again Save.
03:05And what that's going to do is it's going to push that information out to our iPad here.
03:08We can see in our Active Tasks, we have one that was sending, we have some stuff
03:13that succeeded here in our Completed Tasks.
03:15Our iPad has now been placed in this area.
03:18And if we come back out here, if we hit our Home key and you notice that the Web
03:23Clip that we put in as part of our profile is already on screen number two here.
03:28It threw it into our second screen.
03:30If we tap on that, we go right back to our Enrollment page.
03:33If we hit the Home key, we get the Custom icon that Apple put into the webpage itself.
03:38It downloaded that custom icon the first time we went to that link.
03:42So we get a really cool icon as a result.
03:45And if we go to Settings, and General, now you can see down here we have
03:50Profiles installed and all of our settings for iOS are here.
03:54We can tap on More Details.
03:55We can see our Restrictions and we can see our Web Clip, basically everything
03:59that's coming in here because we're part of Settings for iOS, is right there in front of us.
04:03All right!
04:05So we tap back, get out of there, tap Home, and there we are.
04:10So that takes us full circle.
04:12That added our iOS device into the system.
04:15We put our iOS device into a Device Group that was already set up with a profile.
04:20And as soon as we did, we watched the Push Notification work as it went from the
04:24server to Apple to the device, made the device communicate back with the server
04:29so that it could get its new information.
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Using the Self Service Portal to wipe an iOS device
00:00Okay, so let's say you wanted to remotely lock or wipe a device that
00:04you'd already managed.
00:06So we've already enrolled our iPad as Oliver, right, but to show you how we get
00:10there, you're going to be at My Devices again, right, we're going to go to
00:15server.groundswellgear.com/mydevices and we're going to login with oliver and
00:20we're going to click Log in here, and there we are.
00:23So because we're on a Mac that has not been enrolled by Oliver, it's offering to
00:29let us enroll it again as this user.
00:32I would refrain from doing that if at all possible, because that's going to end
00:35up making some pretty strange records in your online database, but we do see
00:40that we have registered the iPad here, and we've got its Serial Number and we
00:44have our buttons to Lock, Wipe and Clear Passcode, and I just want to point out
00:48this is all too easy.
00:49If we tap Wipe right there, it just asks, are you sure you want to perform the
00:54Wipe task on the device?
00:55You say OK and it says, all right, Wipe is in progress.
00:58Over on the device what's happening is the device is restarting, we get the
01:02Apple from the startup screen.
01:05On the computer it saying wipe was completed and it gives us a date and the
01:09time, it's right now going through the process of basically resetting the device
01:14back to fresh out-of-the-box status, and we get a symbol that says please
01:18connect this device to iTunes, we're recording this before the release of iOS 5.
01:23Once we have released iOS 5, all of these devices that are running that new
01:28operating system will come back, and because they are devices that don't need to
01:32be connected to a computer before they're activated, these devices should come
01:36up from this process once we're in iOS 5, and they should just activate.
01:40It's wiped, the data that was on it is gone, so if you lose one of your devices,
01:45you no longer have to depend on the device already being signed up with a
01:50MobileMe account or find my iPhone account, so you can do the remote wipe, you
01:54can do that functionality right here as long as your devices are enrolled on
01:58your Mobile Device Management System here in OS Server.
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Managing hardware inventory with Profile Manager
00:00Okay, so we're going back to our Profile Manager, so it's going to be https://
00:06your fully qualified domain name slash profile manager and it's going to
00:10redirect you to this page for authentication, so I'm logging in as a
00:13serveradmin account.
00:14Again, you could log in as diradmin;
00:15I'm just choosing serveradmin and Log In.
00:20So what I wanted to show you here is something kind of neat.
00:23If you select a device note our iPad has been wiped, isn't that fun?
00:28If we come over here and we look at our device, our Mac Tower for Justin Case.
00:33If I come over here and click on About.
00:35I want to point this out.
00:37So we can see right here all the certificates that are installed on that device,
00:41we can see the Device Groups that this device is in and under Installed
00:48Applications this is kind of cool.
00:50This is kind of like running system profiler on a local Mac, you can see all
00:55of the applications that are installed on that Mac and this can really, really helpful.
00:59If you're planning an upgrade or something else and you need to find out what
01:03applications are installed on your devices, this is a great way to go about
01:06doing it very, very quickly.
01:08Once they're enrolled you've got access to all that information right there.
01:12I can also see whatever restrictions are in place.
01:17And under Details we can see the Build of the operating system, the UDID, the
01:23Ethernet Mac address this is a great thing to use as an identifier, the
01:26Bluetooth Mac address.
01:28The Last Checkin Time the type of machine it is and the Model Number, this
01:32could be really helpful.
01:33If you're planning something like a RAM upgrade knowing that model number of
01:37that device can help your RAM vendor to choose the correct RAM to sell to you.
01:42So just coming in here, looking at Model Number and just saying my Mac is a
01:46Mac Pro3, 1, your RAM vendor will be able to say, oh, well, you need X type of
01:51RAM and I'll send it right off to you, and you'll get exactly the right type of stuff.
01:54So I wanted to point out that for an inventory, you've got your Serial Number,
01:59you've got User, your Software Version, how much capacity is left over.
02:03We have got a lot of great information in here and I wanted to point out that
02:06it's here and available for you to use.
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6. Protecting Your Information with a Backup
Backing up your server
00:00Hard drives fail, there's just no getting around it, and so it's very important
00:04to set up a system to back up, both your client systems and your server.
00:09I am going to show you how to setup a backup using Time Machine.
00:14All right, so Time Machine is software granted that came out a long time ago,
00:19that came out in X 5, it's been available to back up Mac OS X clients and
00:23servers for a while and it's got a bit of a bad reputation on server.
00:26In Lion they have done a lot of work to make this even better than it was before.
00:31So I want to show you how to configure this, I think it's a reasonable thing to expect to do.
00:36To get started, we're going to click on the Apple, pull down the
00:38System Preferences.
00:40We've already prepared our hard drive to be used by our server.
00:44In a previous movie we talked about storage in Chapter 4.
00:48We are going to use that hard drive, right now we are going to click on Time
00:51Machine, we are going to click Select Disk and we have our External Data Disk
00:56that we created earlier.
00:58I would like to also point out that there is a Macintosh HD available here and
01:02we could also set up a Time Capsule.
01:04You could back your server up to a Time capsule.
01:06I would caution you against doing that if the Time Capsule is being accessed by
01:13the server over a wireless network, just because you might find that that slows
01:18your wireless network down, your server is going to have an awful lot of data
01:22that changes quite frequently.
01:23So I would not recommend that.
01:26Probably better to have a locally attached hard drive and being a Time Machine
01:29back up, it's probably not a bad idea to be an external hard drive that you can
01:34disconnect and replace whenever you need to, if this one were to fill up.
01:38You could also choose to Encrypt your backup disk, I think that's a very good
01:41idea, and we are going to click Use Backup Disk.
01:45Now, when you do that, because you've chosen the option to Encrypt it, you're
01:49going to be asked for a password that's what encryption asks for, so here we are
01:53going to offer that, and you can put in a hit, it's Required, so it's probably a
02:00good idea to just go ahead and do it, and then click Encrypt Disk.
02:10You'll spend a little bit of time watching the blue bar across the screen, it
02:13won't take too long, the disk is already empty. There we are.
02:17Now as soon as that's finished, Time Machine will turn on automatically.
02:20It'll tell you the countdown for the Next Backup, and pretty soon, we'll start backing up.
02:26You can choose to show the Time Machine status in the menu bar, if you want,
02:29we're going to leave that turned off, just to leave our screen nice and clean.
02:33I would like to point out, under Options you can also choose to Exclude certain
02:36items from the backup.
02:38But being a server, I am going to recommend that you not exclude a whole bunch of stuff.
02:42I think that getting a full backup is a really, really good idea.
02:45I am going to click Save.
02:47So at this point, you can simply wait for the countdown to complete, the
02:49backup will kick off, or you can simply quit Time Machine preferences, and
02:54move on and go back to your business, because the Time Machine backup will
02:57kick off on its own and it will run on the regular Time Machine schedule from this point forward.
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Installing Server Admin Tools and backing up the Open Directory
00:00All right, so we've kicked off our Time Machine Backup, you can see it's running
00:03over here in the corner.
00:03We're going to just let that continue to run.
00:06In this movie, I want to talk to you about setting up an Open Directory Archive
00:11of your Open Directory environment.
00:12Remember, whenever we set up Profile Manager, we got an Open Directory Master
00:16kind of for free, we didn't have to do much work, we just gave it a username and
00:20a password and it went and set the whole thing up.
00:22Well, we need to back up that environment separately from the rest of our server.
00:27We do this because we are paranoid and we are good server administrators and we
00:31want to have our backups in a couple of different pieces so that we can move
00:34things around and migrate stuff.
00:36So I am going to show you how to create an Open Directory Master Backup, and
00:40this, somebody ring a bell or something, this is the first time we are going to
00:43have to actually install the Advanced Server Administration Tools.
00:48I am sort of excited about this, we are going to go to our Home directory.
00:51We're going to go to our Downloads folder, and there they are, we downloaded
00:54them quite a long time ago or at least it feels like a long time ago, we're
00:58going to double-click on the disk image and we're going to run the installer of
01:01the ServerAdminTools.
01:02It shouldn't take too terribly long.
01:04So you are going to double-click on the package, click Continue, and Continue
01:08and Agree, and Install.
01:11It's going to ask you for Administrator Authentication.
01:14Click Install Software, and watch it write the files.
01:17This should take very little time.
01:19There is not a whole of stuff being written in here.
01:22Again, whenever the install of your server software initially happened, if you
01:25were doing this on a new system or when you brought your new Mac mini out of the
01:29box, all of the server software that's really necessary for administration and
01:33for the server to run is already there.
01:35This is just the additional server administration tools that you are going to be familiar with.
01:40I am going to close this window and I am going to go to Applications.
01:43You're going to be very familiar with this, here it is!
01:46Our Server folder, just as it would have been in 10.5 or 10.6 server.
01:51If I open that, you can see right here we've got our original Podcast Composer,
01:55we have Server Admin, we even have Server Monitor there that only works with
01:59Xserves which Apple no longer makes.
02:01We have our System Image Utility, Workgroup Manager, and Xgrid Admin.
02:04We are going to open Server Admin.
02:06I am going to close that Finder window back here just to clean things up.
02:11Right off the bat, we see that we have nothing there, it's going to tell us to
02:15authenticate locally.
02:16I am running this on the server.
02:18So I am actually on the server device, that's why it sees this as a local.
02:22I am going to put in our fully-qualified domain name.
02:27We could have done that local, would have worked just fine.
02:29I just prefer to work with fully- qualified domain name, so that I can always be
02:33certain that my DNS is working the way that it's supposed to.
02:36I am going to put in Server Admin, that's completely fine and
02:40our authentication.
02:41For the sake of convenience while I am recording this course, I am going to
02:44leave this Remember password in keychain checked.
02:47But if you are not in a secure environment, if other people have access to your
02:51machine, you probably want to leave that unchecked.
02:53I am going to click Connect, and it's going to connect up to the server and we
02:57get all of our normal summary stuff here for us in our Overview area and if I
03:03flip down my triangle, you can see that lo and behold DNS was in fact configured
03:08for us way back in the beginning and Open Directory whenever we were in Profile
03:12Manager, and we were setting that up, Open Directory was configured for us as
03:16well and we can see all of our information about Open Directory right here.
03:20So we came here for a reason though.
03:22We came here to learn how to archive an Open Directory environment, and that's important.
03:27So we are clicking on Archive here in the Open Directory area, and where it says
03:31Archive in, we are going to click Choose to choose a directory, and I am going
03:35to go to this secondary hard-drive.
03:37Inside of a Mac Mini, you've got two hard-drives;
03:39the first one is going to be named Server HD and the second one will ship
03:42named Macintosh HD.
03:44It's completely normal.
03:46It's a great destination for something like an Open Directory archive.
03:49I am just going to throw that right there.
03:51In fact, I am going to put a new folder at that level, so that it's inside of a
03:54folder, ODArchive, and Create.
03:59So I've got a folder right there.
04:00I am going to click Choose.
04:02It gives me the whole path, notice that it says Volumes first.
04:05Because it's a secondary hard-drive, it's giving the full path for that folder.
04:09If I click Archive, we get our Archive Name and new, awesome, we have
04:14Password and Verify.
04:16In previous versions of the operating system, we only had the Password field and
04:19so if we got the password wrong, we wouldn't have known.
04:22Now they've fixed that. I am very happy.
04:24Archive Name is going to be OpenDirectoryArchive.
04:30You might want to put-in a date or something else.
04:33I am just going to name it right here.
04:34I am going to put in a password right here, and click OK.
04:40As soon as you do, it will go through the process of backing up the LDAP master,
04:44it'll back up Kerberos, it'll do the whole nine yards.
04:47Pretty soon you'll end up with a disk image sitting inside of that folder.
04:51I'll go ahead and show that to you as soon as it's finished. Okay, it's done.
04:56So now all we have to do is go back here to the Finder.
04:58I am going to go to our computer here and we're going to scroll down to our
05:02devices, and we'll go to Macintosh HD.
05:04There is the ODArchive folder we created and if I flip down the Disclosure
05:08Triangle, there is our Open Directory Archive sparse image.
05:11If I ever needed to restore that, it would be no problem at all, I would simply
05:15click Restore from, Choose, go to where I have the OpenDirectoryArchive, I would
05:21click Choose, and then I would click this Restore button.
05:24I am not going to do that right now because that would be a little bit
05:26disruptive to our backup at the moment, but that is what you would do and that
05:30would restore the Open Directory environment back to whatever state it was in
05:33when you created the archive.
05:35I recommend creating an Open Directory Archive, every time you make major
05:39changes to the directory, maybe after you've added some new users or some new
05:42groups or you've done some new profile management, anything that you feel would
05:46be a part of that Open Directory database that would be valuable, that you
05:51wouldn't want to have to recreate again. So there we are!
05:53That's creating an Open Directory Archive in Lion Server.
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7. Setting Up Software Update Server
How caching software updates can save your network
00:00The Software Update Service available in Lion server is such an awesome stealth feature;
00:06I just absolutely love this feature.
00:08If you have not given any consideration to enabling this, I would implore you to
00:13just listen a little longer and to understand why this is cool.
00:17All right, so say you've got a small office, maybe 25, 30 computers, right, and
00:21you've got a relatively narrow data pipe to the Internet.
00:25Every time Apple comes out with a new big Operating System updates, say its
00:2910.72 combo updater or something along those lines.
00:32That combo updater could be an excess of a gigabyte right.
00:35So one computer downloads it, that's one gig downloaded through your pipe, two
00:39doubles it, three triples it, etcetera.
00:41What if you could have a Mac OS X server sitting on your network and it would
00:46just constantly be looking to Apple determining what software updates were new
00:51and which ones can be downloaded and used and it would just cache them, it would
00:55bring down all of those updates and store them on the server's local hard drive.
01:00And then whenever each and every one of your 25 to 30 computers needed to go out
01:04and get a software update, instead of looking to Apple for that software update
01:09they look to your server.
01:10Now, do you have any idea how fast a client system can download a software
01:15update if that software update is located on a local server being fed over a gigabit network?
01:21The download happens in the blink of an eye, it takes dramatically longer to
01:25actually perform the installation of the software update that it did to download
01:29it, which is usually the reverse.
01:32So this has the potential to save you not only network bandwidth, but for
01:36example, it can save you an enormous amount of time if you're the IT
01:41administrator or if you're a small business owner and you don't have an IT
01:45administrator and you're just doing this on your own this could be the
01:48difference between you spending 15 minutes running software updates or spending
01:52an entire weekend to doing it.
01:54This can save you time, and therefore, it can save you money.
01:58So obviously I'm incredibly excited about this particular feature and I really
02:02want to show you how to configure setup and use Apple's Software Update Server.
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Setting up the software update caching service
00:00Now that you know what a software update service is and what it can do for you,
00:04I'm going to show you how to configure it.
00:06Now this is another place where we do need those advanced server
00:09administration tools.
00:11So I'm going to go into my Applications folder and go into the Server folder
00:15right there and I'm going to open up Server Admin.
00:22Once Server Admin launches and gets going, we're going to click the name of the
00:25server, come over here to Settings, click on Services, and we're going to come
00:29down here and see where it says Software Update, we're going to put a checkmark
00:32right in that box and click Save.
00:34That doesn't turn on the service;
00:36it just makes it visible over here in the sidebar.
00:39And as soon as the server finishes doing its thing, it will show up right there. Okay.
00:44Now that we've got it, we can click on Software Update right here.
00:47So there are only a couple of things we can really change here.
00:50One of them is we can change where the software updates are stored.
00:53If you've got multiple drives and you want to push this off to some place other
00:57than its default location, you can certainly do that by clicking Choose and
01:00navigating to another directory.
01:02But I'm going to recommend that you not do that.
01:05The software update store is, generally speaking, going to be between 13 and
01:0815 gigs of data, and it's probably not going to be enough to fill up your boot drive.
01:14Just plan for it, if you're going to turn on Software Update, make sure that
01:18you've got at the least that much.
01:19And if that much extra data goes onto your boot volume, then you'll have another
01:23say 20% of your space still available for other stuff at a minimum.
01:28You can Limit user bandwidth, so this would limit the amount of data that your
01:33client systems could download at any given time.
01:35I don't like doing that.
01:36Part of the reason why I'm setting up a software update caching server is so
01:40that my client systems can get their updates as fast as possible.
01:43So I'm not going to limit bandwidth.
01:45One thing you do need to do though is you need to tell the software that you
01:49wanted to copy updates from Apple.
01:51Now you have two choices here.
01:52You can either copy all of the updates from Apple or you can copy
01:56everything that's new.
01:57Copying new updates will basically copy anything that is released from this
02:01point forward from Apple, whereas, copying all will copy the entire
02:04software update database.
02:06I would recommend copying all software updates from Apple.
02:10It takes a little while and it copies an awful lot of software updates.
02:13But if you get systems on your network that are slightly older, that don't have
02:17updates that are necessary, and you point them at your software update server,
02:21there is a possibility that they would never get the software updates that they
02:24need, if they weren't available from your server.
02:28I'm going to leave this checkbox checked, because I want to automatically
02:31enable all copied updates.
02:33This is more convenient for me as an administrator.
02:36It gives me a caching server that always will mirror and have active updates
02:42that are exactly the same as what Apple has on their software update servers.
02:47I could choose to delete outdated software updates if I want to, if I wanted to save space.
02:52But I'm going to leave my software update server as full as I can.
02:57I'm going to click on Updates, it wants me to save before I change that view.
03:01And when I come over here, it's going to say, well, Last Check is not available.
03:05That's because we haven't started the software update server yet.
03:08If I click Start Update, it will also say last update not available.
03:12And what you'll notice is if you just click this button to refresh and find out
03:16when that last check happened, it'll keep saying not available for a pretty long time.
03:21It'll probably take a good 5 to 10 minutes, maybe longer for it to update this information.
03:26I'm not the most patient person in the world, so what I'll typically do is just ignore this.
03:30I'll sort of walk away at this point.
03:32I'll go and do something else.
03:34Sometimes for as long as a day or two, depending upon the speed of my network
03:37connection to the Internet, because remember, it's got to download 13 or 15 gigs
03:42or so of software updates into our software update catalog locally.
03:47When it does that, you'll see that it has a listing of how many updates have
03:51been copied and of those updates, how many of them are enabled and available for your clients.
03:56And that's pretty much it.
03:58If you have problems, you can always look at the Log right here.
04:01The Log gives you the ability to look at the Updates Log and more
04:05importantly, the Error Log.
04:07So if you're having any problems with your software update server, you can
04:10come in here and look here to try to figure out what's going on and to troubleshoot it.
04:15You can also see the Access Log.
04:17So anyone who comes into the system and downloads updates, that will be shown in this Log here.
04:23But we're going to leave this on our Overview and we're going to just come
04:26back to this later on.
04:28In a future movie, we will show how to configure client systems to access the
04:33software update server once these catalogs are all completed.
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8. Teleporting Through VPN
Understanding encryption
00:00Some people, bad people with worse intentions would be very happy to intercept
00:05your username and password on a public network so they could access your
00:09accounts later to steal credit card numbers, read secrets from emails or address
00:14books or calendars or even see the websites you think you're viewing privately.
00:18You'd be surprised how easy it is to eavesdrop on a network.
00:23If you have ever made an unencrypted connection to a wireless network in a
00:26coffee shop, a hotel or a library your data was exposed to everyone else on that network.
00:32Of course, there are ways to protect yourself from using SSL as we show you too
00:37in this title to using VPN.
00:40But SSL would only protect the data you send and receive to and from
00:44SSL protected sites.
00:46What about everything else?
00:47Well VPN is what you use to protect everything else.
00:51VPNs and SSL connections secure your data through something called encryption.
00:56Encryption is a cool technology and it's been around for centuries in one form or another.
01:00Encryption is code.
01:02It's putting something that is easy to read into a wrapper that obscures the information.
01:07When a recipient gets the package only the recipient knows how to unwrap the
01:11package and once out of the wrapper the information is easy to read again.
01:15When you activate a VPN either some or all of what your computer sends over the
01:20network will be wrapped up while it's traveling between your computer and the
01:24server protecting it from prying eyes along the way.
01:27OS X server has VPN server software included that is easy to set up between your
01:33server and your devices and it's even easier to use.
01:36So let's get in the Lion Server and configure our VPN server.
Collapse this transcript
Configuring your Lion Server to be a VPN server
00:00Now that we've discussed what a VPN is, we're going to talk about how to set it
00:04up and it really couldn't be much easier.
00:07We're going to click over here in Server App on our VPN tab and you'll see here
00:11we've only got a few things that we could even do.
00:14One thing we can do is we can set our Shared Secret and this is
00:18automatically generated for us.
00:20If we want, we can just leave the Shared Secret the way it is, auto-generated,
00:24it's going to be unique on every system, and we can set our Assigned addresses.
00:30This is going to reserve a segment of our DHCP pool, and because our server is
00:36communicating with our AirPort Extreme Base Station, all of this is going to
00:40work together seamlessly.
00:42All we need to do at this point is Save a Configuration Profile out, and to do
00:48that we just select where we want to put it, select the existing name that pops
00:52up for us, the VPN Host you'll get a little green indicator light if this is
00:57going to be correct, and you click Save. It's that easy.
01:02This VPN.mobileconfig file can then be sent to your people with iPads or iPhones
01:07or even their Macs, and all of this is going to work really seamlessly.
01:11But you don't even need to do that.
01:14We click ON and we get a little green indicator light;
01:18you can see it whenever the service is not selected, whenever it is selected, it
01:21just shows up as a light color because everything is sort of monochrome there
01:24whenever it's selected.
01:26But it's ON now and if you go back up to, remember we configured a Profile
01:31Manager, note that for our Default Configuration Profile, we've just added
01:36VPN into that list.
01:38As we go through and add each of the different services that are supported
01:42by this configuration profile, what you'll notice is we'll be adding
01:45additional little icons.
01:47At the end of the title, we're going to show you how to get that configuration
01:50profile loaded onto your devices and then everything is automatically
01:54configured for you. It's very easy.
01:57That's all you need to know about configuring your VPN.
01:59All you would need to know beyond this is that what's getting configured here is
02:03a L2TP over IPSec VPN and not a PPTP VPN.
02:10We're done with the part that you would need to do in order to enable your VPN.
02:14But I want to take us one step further.
02:17I'm going to go into our Applications folder and we're going to open up our
02:20Server folder and we're going to open up Server Admin.
02:23I'm going to close that and I'll minimize our Server App here so that when
02:28Server Admin opens up, you can just see it there.
02:30All right, so we've got our services configured DNS, Open Directory, Software Update.
02:34Great!
02:34If we come over here to Settings, and Services, notice VPN is one of the
02:39services that is missing here.
02:41So this is one of those advanced user things.
02:44If you've come to this product with a prior experience in Lion Server, you now
02:50have no way to configure a PPTP VPN, and that's very, very important.
02:56If you remember from 10.6 and 10.5, we had problems whenever we configured L2TP
03:02over IPSec because if we had a router that was a different brand, maybe not an
03:07Apple router, maybe it didn't support passing the right kind of traffic, L2TP
03:12over IPSec didn't work through those routers.
03:14Usually, those are relatively inexpensive low-end consumer or small
03:19office/home office routers.
03:20So that's going to be a problem if you've got that type of
03:23network infrastructure.
03:24You can solve that problem very easily by simply putting an AirPort Extreme Base
03:28Station in place just as we've done in this title because the AirPort Extreme
03:32Base Station passes the L2TP over IPSec VPN perfectly for you.
03:38But I did want to point out that that's missing here in Server Admin now.
03:41You don't have the option of coming in here and creating that PPTP VPN that we
03:47had in prior versions of OS X Server.
03:49So now that we've shown you what you can't do there, I am going to show you one last thing.
03:54We're going to go here into our Server app and I'm going to come down here to
03:59where we see our Lion.
04:00This is our AirPort Extreme Base Station.
04:03In order for your users to be able to get access through the AirPort Base
04:07Station to contact your VPN server to get on the VPN, we have to expose that service.
04:12And so this is the first time we're actually doing that here in the AirPort Base Station.
04:17I'm going to click the plus button and it's going to ask us to Add a Service,
04:21and I'm just going to select VPN.
04:24It says that VPN port mappings may have conflicts with MobileMe. That's fine;
04:27we have not configured MobileMe on the AirPort Extreme Base Station.
04:32If we had done so, there are a couple of different things that might
04:35conflict with the MobileMe.
04:36In this case, we don't have to worry about that, we're going to click Add, and
04:40you can see it's working here.
04:41So now that the VPN service is here in our available services, I'm simply going
04:46to restart the AirPort.
04:48It's going to request my administrator password for the AirPort Base Station,
04:54and once we have our admin password in there, we're going to click Set.
04:56All right, so once we click Set and it starts applying the settings, it will
05:01restart the AirPort Base Station.
05:02This will temporarily shut down our network, but it's very, very brief.
05:06And once it's fixed, the AirPort Base Station will start back up and we will be
05:11able to get through our port mapping that has been automatically set up for us,
05:16and everything is going to work great.
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Configuring your Mac to access the VPN
00:00There are a couple of ways to show you how to set up VPN on your Mac.
00:03There is the hard way and there's the easy way.
00:06I'm going to start off by showing you the hard way and you can walk through
00:09this with me, but I'm actually going to ask you to do this the easy way most of the time.
00:15So we're connected up to an outside network through a MiFi device.
00:20This gives us a routable connection out to the Internet that's in the outside
00:24world, so we can come back in and connect up to our server.
00:27And we've set our service order for that so that the MiFi card's interface is
00:32right up at the top.
00:33So all of our Internet connection traffic is going to go through that device
00:36rather than anything below it, okay, so that's where we are to begin with.
00:40So the first thing you would do is you would click the plus button, you'd select
00:43Interface, and then you would select VPN, and we're going to go with the L2TP
00:47over IPSec option here.
00:49And you would name this something appropriate like VPN (L2TP) or maybe
00:53groundswellgear VPN, something like that.
00:55And then you click Create.
00:57Now when that's done, you'll end up with another interface down here.
01:01Make sure that's selected, come over to Authentication Settings, and you can put
01:05in your Shared Secret.
01:06I happened to have my Shared Secret already written down based on what we saw on
01:10screen in the previous movie.
01:13This is the automatically generated Shared Secret that was created by the system.
01:18So I've got that nice and saved in there and the password for the user I'm going
01:22to enter in here is there.
01:26Click OK and you're going to put in the Server Address,
01:28server.groundswellgear.com and the Account Name.
01:33
01:33I'm going to log in as Justin.
01:35All right, so we've got our Server Address, our Account Name, and as of course
01:38we already put in our password and our Shared Secret.
01:40All right, now all we need to do is click Apply, and Connect.
01:46Now if you see this error, it's probably because you mistyped something and you
01:52have very likely mistyped the Shared Secret.
01:54This is why I'm going to recommend that you do this the easy way.
01:58Now you could create an easy Shared Secret, but that's sort of is not the point
02:03of having a Shared Secret.
02:04It's supposed to be complex, it's supposed to be hard for other people to guess,
02:08it's supposed to be secure.
02:10So one way to keep that secure and not hand out your Shared Secret to all of
02:14your folks out there in the universe is to not do it this way.
02:17So this would have been the hard way.
02:19I'm going to show you the easy way to do this.
02:21I'm going to delete that configuration, I'm going to click Apply, I'm going to
02:24quit the Network System Preferences entirely.
02:27And what I'm going to do is I got this VPN.mobileconfig file off of our server
02:31in the movie where we created all of this stuff.
02:33You saw me click the button that said Save Configuration Profile and then that
02:37ended up on the Desktop, that exact mobileconfig profile, that file is what
02:41I've got right here now.
02:43All I'm going to do is I'm going to double-click on that.
02:46As soon as I do, it brings up System Preferences, goes into Profiles, and says
02:50hey, you want to install this.
02:51I'm going to click Continue.
02:53I created it so I know I can trust it.
02:55The author it says is unknown because it's not signed, but I made it, so I'm fine.
02:59Click Continue, put in a username, and click Install.
03:04Authenticate, this is authenticating with your local administrator username and password.
03:11After hitting OK, it's in.
03:13So we're going to come out of the Profiles System Preferences and we're going to
03:17go into Network to see the result of our profile being added.
03:21And here you can see down at the bottom we've got a custom configured profile.
03:26Now if I go to Authentication Settings, our Shared Secret is already
03:29been entered for us.
03:31All we have to do is enter our user password.
03:34That's very convenient because your users, you can hand this VPN.mobileconfig
03:38profile out to people, they can use it.
03:43You could even make this something available for download and I'll show you
03:46later on how you can download this as part of the profile management system.
03:51But if they do this, the only thing they will be asked for is their password,
03:55which is something they already know.
03:57I'm going to enter that here, hit OK, hit Apply and hit Connect. And there we go!
04:05So as you can see, that saved us having to type a really long Shared Secret, it
04:10also kept the Shared Secret away from the eyes of our users.
04:13So that kept that secure.
04:15That's a good thing.
04:16If you ever have a user that leaves your company, you don't want to have to be
04:19changing your Shared Secret every time someone does just because they happened
04:23to know the Shared Secret for your VPN.
04:25So in a chapter later on, we will have a movie that shows you how to download
04:30the fully populated configuration profile that contains not only your VPN
04:34Settings, but other settings that we have configured on the server.
04:37But for now, this is enough to get you started with your VPN.
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9. File Sharing
What is file sharing?
00:00So what is File Sharing?
00:01Well for starters, it is probably the most requested feature for any server product.
00:08It is the point really, it's sharing, it's what you do with a server.
00:13A server sits out on the network and it provides a centralized repository where
00:18people can go authenticate.
00:21The server can authorize them to access services and then they can utilize those
00:25services, but in this case we're talking about one service and that service is
00:30the service of sharing the files that people wanted to use.
00:34So for example let's say I have a pages document, I've just typed up a
00:39fantastic report on Cabbage.
00:42So I'm going to put this report on Cabbage out on the files sharing server.
00:46My friend who works with me is also interested in this report on Cabbage, they
00:50can go to the same point, the same file share on the server and there the file
00:56share will serve up my report on cabbage, you can download the cabbage report
01:01you can even open the cabbage report right there from the server, work on it and save it back.
01:07Now that we have Macs Windows machines iOS devices, we've lots of different
01:12devices that all wants to access things off of a server and file sharing is one
01:17of the most important.
01:19If I save a pages document out to a site from my Mac, I want to be able to get
01:24to it from my iPad, so that I can work on it whenever I'm away from my desk.
01:28Likewise, I might want to be able to share with somebody who's using a Windows machine.
01:33This ability to send things back and forth without having to go into the email
01:37to send attachments or without having to go into iChat to send attachments
01:40there, certainly there are lots of ways to get files around, but a file server
01:44gives us a place where we can structure that sharing experience.
01:48Since we know we need it, let's go into this next set of movies and learn how to
01:53use file sharing in Mac OS X Lion Server.
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Setting up file sharing to support many devices
00:00Being that file sharing is probably the single most requested feature for a
00:04server, I think it's important that we get in here and we show you all the
00:07features and how to configure things specifically, so you can connect with
00:11several different types of devices.
00:13So we are going to start with our four- finger pinch that's going to bring up
00:16Launchpad and we'll click on Server.
00:19So we're going straight into File Sharing here.
00:21If your server app didn't go directly into file sharing, just click on File
00:25Sharing underneath services here in the Sidebar, and what you have now in front
00:29of you is a list of the default Share Points that are already set up for you
00:34when you get your server.
00:36If these Share Points are enough for you, all you need to do in order to
00:41configure file sharing is literally just turn it on, walk-away.
00:45If someone connects up to your server, they are going to see the Groups folder,
00:50the Public folder, and Users will be able to see their own home folders inside
00:55of the Users folder if they have home folder specified.
00:58That part is really easy!
00:59But let's turn that off and look at this in a little bit more detail.
01:02First of all, the Groups folder;
01:04let's click the Pencil and look at what we have available here.
01:06So first of all, whenever we look at this Groups folder that's been set up for
01:10us you'll notice that everyone has Read Only permissions, the system in group
01:14also has Read Only permissions, the System Administrator which is the root user
01:19has Read & Write permissions and the Spotlight service has Custom permissions.
01:24That's just so Spotlight can index things;
01:26default permissions look pretty cool.
01:28Down here under Settings we're automatically sharing with Mac clients over AFP
01:33and with Windows clients over SMB.
01:36Now this is the SMBX that we were talking about before that Apple has rewritten
01:40from the ground up, so this is the new SMB.
01:43Remember that Mac clients can also make a connection to SMB just by specifying
01:48it, and we'll talk about those two things from a Mac client whenever we get into
01:51the connecting to the service thing later on.
01:54I'd like to point out something really important here.
01:57If you want to share a directory with your iPad or your iPhone, your iPod
02:03touch, as your iOS devices, you have to click this checkbox here but you also
02:09have to make a directory.
02:11It doesn't have to be this directory but it has to be some directory available
02:16for home directories for users.
02:18For iOS file sharing to work fully, there has to be a home directory associated
02:24with the user account that's accessing the iOS share.
02:28So let's just turn off home directory availability for this particular share
02:34and we'll click Done.
02:35Once the settings are finished being set, it'll return us to our main File
02:39Sharing window and we can click on the Users folder here.
02:43This is a good one to use as a home directory, I am going to click the Pencil
02:47and I am going to make this available for home directories.
02:50I'm also going to share the Users directory with iOS devices.
02:54I am going to click Done.
02:56So right now, I've got the Users folder available for home directories and users
03:01and groups are both available for iOS.
03:04Now, there's one more step that we need to take in order to make these things
03:08available to our users whenever they are connecting over their iOS devices.
03:11If we go to our Users list, let's use Justin as an example.
03:16We'll click the gear and we're going to click Edit User.
03:20See how this is different now than it was the last time we came in here.
03:23Note that since we've done a little bit of work here we've got new options,
03:27these things just show up whenever you start using them elsewhere.
03:30So we have two things available to us;
03:32one is you notice that because Justin was the one that registered the Mac tower
03:36when we were back in our profile management area, we have the ability to wipe or
03:40lock that device from right here in his User pane.
03:45That's interesting!
03:46But what we just did was we set up a Home Folder, and made that available,
03:49and so now we can specify that Justin's Home Folder is that Users folder we
03:54were talking about.
03:56This does a couple of different things.
03:58If Justin is logging in locally on an enrolled Mac, and we've got this network
04:04Home Folder set up, he has the ability now to be set up as a network home user.
04:09So he'll authenticate against the server whenever he logs in at the Login
04:13window, and the user folder that he uses on his Mac will not be local on the
04:19computer he is using anymore.
04:20It will be up here on the server in this Users directory.
04:24So that's one side-effect.
04:26We don't have to configure this in this way though.
04:30We could configure it just so that the home folders are available and not in use.
04:37Click Done!
04:37I just wanted to show you that, that was available.
04:40We come back here to File Sharing, and at that point, we should be able to make
04:44a connection from a Windows machine, from a Mac, or from an iOS device.
04:49So I am going to go back through those steps just so that it's completely clear.
04:54When you click the Pencil button on the Users directory, what we did was we made
04:58that available for home directories, and we shared it with iOS devices.
05:03On the Groups folder, we clicked the Pencil and we just made it available for iOS devices.
05:08Then we came over here, and I explained to you that Justin Case has Home Folder
05:16availability but we don't have to use it.
05:19We can if we want to, but we don't have to.
05:22The directory just has to be configured, so it's available for network
05:26home directories in order for iOS file sharing on any iOS available directory to work.
05:32So that gets us configured with our basic file sharing settings.
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Setting up Time Machine destinations for clients to use for backup
00:00Another neat thing that you can do is file sharing is you can provide any network destination for your client systems to
00:07back up to the via their copy of time machine so this is kind of interesting right because we have file sharing between
00:14a time machine down here and we've already configured time machine on our server write our servers backing itself up to
00:21an external hard drive
00:22via a time machine locally will this is a totally different thing. This is Time machine on the server and it sort of
00:28pretending to be an external hard drive across the network figure that like a time capsule in a way so if we select Time
00:36machine down here in the sidebar of our server app that we need to choose a backup destination and then click edit here
00:42and you can see we've got several destinations available. Basically it's every hard drive on our computer that I was
00:47slipped Macintosh HD this is the other in internal hard drive on my Mac. Any server here
00:53than willing to click use for backup nice thing about putting it on a drive. It's not your boot volume is that if this
01:00were to fill up a lot. There is no risk of this interfering with the operating system of the good fight, you can fill up
01:05your boot volume and then suddenly have problems with your operating system. So this is comical
01:10use for backup tells us what's available and we turn it on.
01:14And that is just about it and mean there's not a whole lot going on here for one thing that I should mention though is
01:21that that's a limited amount of space. Its 465 gigs available on the internal drive there is every possibility that that
01:28drive will run out of space and that you'll want to roll over to another hard drive.
01:34At some point in the future so that your client systems can continue to back up, but you will lose the back of history
01:41that you've already built up in this time machine destination.
01:45If you want to do that. It's not a problem at all, all you have to do is connect another hard drive go in here under
01:51edit choose that other hard drive and click ease for back up your clients will have to reconfigure anything the server
01:57will take care of going over all you need do is tell your users can listen to your next time machine back up is going to
02:03take a really long time because it's going to be a full backup and a back up everything because it's going over to this
02:10new destination and you could continue to roll over from 1 Hard Drive and asked for as long as you want
02:15the feed don't want to do that
02:17no trouble at all because the Time machine system on each client machine will do the pruning that's necessary of the
02:24oldest stuff in order to make sure that a backup if that
02:27the only time that that won't work will be if you have too many
02:31clients backing up to this Time machine destination and there's just not enough space for everybody to hold a single
02:37backup for each of them if you've got that many clients connecting your going to need to connect a big external raid
02:44array something like a promised Pegasus would be a great solution here. They've got four in six Bayer raise their super
02:51fast they can be connected over a thunderbolt to a Mac Mini or anything else that's got under bowl now a great choice
02:58for an network Time machine destination.
03:00So there you go, that's configuring Time machine on your server so that your network based clients can back up to your server
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Using your Time Machine destination to back up your computer
00:00So we just got finished setting up our server so that it can be a Time
00:03Machine destination and since we're here on a client system I thought it
00:06would be cool to show you how to set up your client to back up to that Time
00:10Machine destination.
00:11So I'm going to minimize this window and I am going to go over here to
00:16System Preferences.
00:17Now in System Preferences on my Client System I don't have Time Machine set up yet.
00:21I need to.
00:22So what we are going to do is click the Select Disk and you can see right here,
00:26boom, there we go, Backups.
00:28And it says on Groundswell Gear Server, so it knows exactly where it is.
00:31All I have to do is click Use Backup Disk.
00:34It's going to ask me for a User Account and Password that is available on the
00:40server so that it can authenticate against the server so that it can get access to this.
00:43So I am going to login as someone I haven't logged into before. Let's do paige.
00:49There we go!
00:50And we click Connect.
00:52It's going to kick this off automatically.
00:54You see it already switched over to On and if we want it, we can tell it to just
00:58Back Up Now here in our menu bar.
01:01It's going to look for the Backup Disk, it's going to attach to the Backup Disk,
01:04and it's going to start backing up.
01:07Now through the magic of what we have set up here we are going to do some screen
01:10sharing with the server, and I'm going to show you what this looks like when
01:12it's happening on the server.
01:13So I am going to Command+K, I am just going to connect to the servers.local name
01:18and we're going to go in as server admin.
01:21There you see it's mounting the Time Machine back up on the desktop of the client.
01:24So I would better get over there quick.
01:25I am going to go full-screen so that we are now taking over our screen with the
01:30screen that is on the server.
01:31So I am going to do Command+Shift+C on my keyboard;
01:34that gives me a view of all of the devices connected to my server.
01:38That works on a client computer as well.
01:39And I am going to Double Click on Macintosh HD, and inside of Macintosh HD you already see;
01:45it's already started, it's great.
01:47We have got our Shared Items which was created for us automatically, and Backups
01:52and our Mac Tower.sparsebundle.
01:54This is just initiated and it's going to start growing, and you can see we
01:57have no access in there.
01:59But it's not like as an administrator, we could go in there and mess with this
02:02and screw things up without doing something extra to log in and mess things up.
02:07So if we just leave that alone, we will be fine, but as you can see
02:10whenever you're backing up your data to the server, it's not like anyone
02:14can see your backups.
02:15They are just there and they can be restored.
02:17This is especially useful if you are on something like a MacBook Air, you move around a lot.
02:25Most of the time that computer is either on and it's in your lap or it's closed
02:30up and it's in a bag someplace.
02:32You're not going to just leave that computer out on a desk with a USB
02:36disk attached to it.
02:37So if you want to get backed up, backing up to a network volume is a great idea.
02:41Now as I mentioned before, you could go out and buy Apple's Time Capsule which
02:46is their AirPort Express Base Station with a hard drive in it.
02:49It's designed specifically to do this kind of thing.
02:51But if you've got a Mac OS X Server, you don't need to buy the Time Capsule.
02:56You've already got the AirPort Extreme Base Station which is performing those
03:00networking functions, your server can perform the function of your Network Time
03:04Machine destination.
03:06And it can do this for all of your mobile laptop devices MacBook devices,
03:10MacBook Air, your MacBook Pro, your MacBooks, whatever you have there, plus your
03:14clients, your iMacs, your MacPros, whatever.
03:17So a great solution, the only thing like I said before that you could really run
03:21into that would be a big problem here, would be running out of space on the
03:23destination and I already told you how to deal with that. So there you go.
03:27That's setting up a client system to back up via Time Machine to a Time Machine
03:32destination on OS X Server.
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Connecting to file sharing from a Mac
00:00Once you have your Lion Server setup for file sharing, connecting to it from a
00:04Mac just couldn't be any easier.
00:06All you really need to do is open up the New Finder Window, we can do that by
00:10going to File, pulling down to New Finder Window or we can hit Command+N on our
00:17keyboard and that'll take us to the same place, depending upon what your
00:21preferences are in the Finder, you'll either go to your Home Folder or to your
00:25computer, or maybe even to new All My Files area.
00:29But one way or the other, you're going to see your shared server in the sidebar.
00:34Our's is here, it's computer name is coming up, groundswellgearserver.
00:37If we click on it, we have two choices.
00:40We can either share the screen or we can connect.
00:43If we click Connect As, it will ask us for the name of the user and we're going
00:48to authenticate using the Username and Password that we've created on the server for access.
00:53So let's use Justin.
00:55We put in the username and the password, and we click Connect.
01:01Before I click Connect, I would like to point out that you have a Change
01:03Password button right over here.
01:05This gives Justin the ability to put in an old password and create a new
01:08password for himself.
01:10But I am going to hit Cancel and simply click on Connect.
01:13Once I do, I have access to all the SharePoints that Justin has access to.
01:18So if I want to go to Groups, I can go into Groups, and you see, if I have got
01:21the preferences set this way in the Finder, Groups will pop up here.
01:25Now, what is that preference?
01:27if I go over to the Finder and pull down to Preferences, I can say, right here
01:31that I want to show connected servers on my desktop, if that button is checked,
01:36then this will show up whatever amount or volume, and that's it.
01:40So that's connecting from Bonjour using the sidebar.
01:44What about connecting using the Go menu?
01:47Go to the Go menu and pull down To Connect To Server.
01:50We can type in, afp for Apple file protocol.
01:55afcp://and the fully qualified domain name of the server.
01:58This is useful if you're trying to connect to your server, but you're not on the
02:02same local network is your server.
02:05So for example, if you have the holes poked through the Firewall or through your
02:09Network Address Translation on your AirPort Base Station, then you would be able
02:13to get to this from the Internet, using the fully qualified domain name,
02:17provided you have DNS setup on the Internet, the way we have in this course.
02:21If I click Connect, again, it asks me to authenticate with the Username and Password.
02:26Let's use paige this time and we click Connect.
02:31This gives us a slightly different view, but basically it's the same thing.
02:35Here I get to choose Groups or Users or even the Backups Area.
02:39I am going to choose Users this time.
02:41There's the Users folder and there's Justin's Home folder.
02:44We don't have a home folder for page, because we haven't defined one in the
02:48server app, under Users.
02:49All right, so that's it.
02:51I'm going to dismount this by clicking this Share and by pressing the Command+E
02:57button on my keyboard and that ejects the volume, and that's it, that's
03:01connecting from a Mac.
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10. Authorizing the Use of Services
Understanding authorization
00:00I want to try to explain the difference between two different words that we
00:05need to really get in order to understand how we are providing services to
00:09people in OS X Server.
00:11The first word is Authentication.
00:15Authentication means that you have provided a Username and a Password to the server.
00:20The Username identifies who you are logging in as and the Password is a shared
00:24secret between you and the server that proves that you are that person or that
00:29user or at least that you have that person or user's password and that you're
00:33allowed to log in with that level of access.
00:36So talking about levels of access, that leads us to the next
00:39word, Authorization.
00:41Once you've authenticated to the server, well then the server has to go back in
00:45the back room and check what you're allowed to see.
00:48It says, all right!
00:49So you say that you're Justin.
00:53Well let's see here, Justin Case can access file sharing and podcasting and mail.
00:57What do you want to do?
00:58So you have authorization to use different services and that's where we get our
01:02service access control lists, because you're authorized to use a service.
01:07But also in a file sharing sense, Justin might have authorization to use a
01:12certain file share and maybe not another one, and so even within a service, you
01:17may be authorized to use part of it but not another part.
01:20And so knowing the difference between authenticating and being authorized to use
01:25something is an important concept that's necessary to your full understanding of
01:29how OS X Server is presenting and using services.
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Controlling who can use which service using Service ACLs
00:00There are two applications you can use to control service access control
00:05lists in Lion server.
00:06The first and the easiest to get a hold of is our server app.
00:11So if we go to our Applications folder and we pop down here into the Server
00:15application and open it, here we go, as we get all situated here, we're going to
00:21go up here to where it says Users, and we're going to come down to the gear
00:25inside of Users and we're going to click on Edit Access to Services.
00:32And in edit access to services we have a service access control list I know that
00:38sounds a lot more formidable than it looks here.
00:41All it is, is you're saying I want this user to be able to use Address Book,
00:46which happens to be a service, right?
00:48So as long as all of these things are checked this user will be able to use
00:52all of these services.
00:53Conversely, if you have a user and you want that user to only be able to access
00:57their Mail Account, but nothing else, you just uncheck the checkboxes for that
01:03user, click OK, and as of the time that it finishes saving this, from this
01:09point forward, because we had Oliver selected, Oliver will only be able to use
01:13the e-mail service.
01:14You can do the same thing for each of your users and that's pretty much all
01:19you've got right here in the server application.
01:22Let's go back over, quit, and we're going to go back into our Applications
01:27folder and go into our Server folder there, and let's take a look at this from
01:31the perspective of this Server Admin application.
01:34When we double click on that the Server Admin is going to open up and will
01:39authenticate into the server there we go.
01:43Authentication happened automatically, because I have the checkbox checked to
01:46keep that in the keychain, and remember it.
01:48Now you see here, as long as we've got the name of the server selected, if I
01:51come up here to Access and go to Services, this is our service access control
01:57list as it is viewed in the server admin application.
02:01And here you can see sort of the same thing but we have a few more services
02:04available and so we can control a couple of additional things.
02:08For example one that's very popular is controlling who can get in at the Login
02:12Window right now I've got several different users configured on my device.
02:17If I want to say, you know what, I really only want that local administrator
02:22account to be able to log in at the Login Window.
02:24I can come over here and I can say only allow users and groups below and I can
02:29drag to the server admin user in here.
02:31Once I click Save, the server admin user will be the only user that will be able
02:36to log in at the Login Window.
02:39Now because we're screen sharing, I can sort of show you what that means.
02:43I'm going to Log Out over here.
02:47So here we are at the login screen on the server I'm going to type in the
02:51Username and the Password I'm going to click the little button and that's
02:57going to log us in. And there we go.
03:00Let's go a little further to prove this point.
03:03Let's go back in the server app, here's all of our users.
03:09So I'm going to create a local administration account and I'm just going to use
03:14the account name ladmin and I'll put in a password and I'm going to allow this
03:24user to administer the server, and I'm going to click Done.
03:28We'll wait for the gear to stop spinning, there we go.
03:31There is our Local Administrator.
03:32Now, the Local Administrator is not in that service access control list for
03:37login in at the Login Window.
03:39So, when we do this and we try to log in with ladmin, this should fail, and there we go.
03:48Even though ladmin is a local administrative account, it cannot log in at the
03:53Login Window, because it's not in the service access control list for the login window.
04:00So this helps us to secure our server really nicely.
04:03It puts us in a position where only one user account, the one we know, with the
04:07password we know can login in.
04:09Yeah we can still have other administrative accounts on the system for other purposes.
04:14That's service access control lists in the server app and in server admin.
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Controlling who can use which files using file permissions and ACLs
00:00Access control lists don't only extend to services, but actually extend into the file system.
00:07They work sort of differently.
00:08We're going to open up our server application in order to see what that looks like.
00:13Go to the Applications folder and let's open up Server.
00:18So let's start here in File Sharing.
00:21You can actually look at the access control list or the permissions on files in
00:27two different locations inside of Server app.
00:29The first that I'd like to point out is the File Sharing area.
00:33The reason why I want to point this out here is simply, because this is where
00:36you configure different share points.
00:39I mentioned before that we have Groups, Public, and Users here because they were
00:44set up for us whenever we installed the system.
00:47We got Backups as a result of turning on our Time Machine Backup destination for
00:51our clients down here and specifying Macintosh HD.
00:55They set up a Backups directory for us in that location and I can show that to
01:01you in the file system by simply opening up a new Finder window, going to the
01:05computer list which shows us all of our storage, and then if we look inside of
01:09Macintosh HD, which is where we specified;
01:13keep in mind, look at this over here.
01:14Here's Server app, there's Time Machine and there's our Backup destination on Macintosh HD.
01:19But what we actually ended up with was a Shared Items folder and a Backups
01:23folder inside of that and then the backups go inside of that Backups folder.
01:27That Backups folder that we're seeing over here is actually the Backups folder
01:31that was set up for us automatically whenever we configured time machine. Now that;
01:35that's clear I want to create a new share point.
01:38Click the plus button and I'm going to go over here to Macintosh HD and I'm
01:42going to set up a new folder.
01:43We are going to call this one Sales.
01:46I'll create and I am going to click on the Sales folder that I just created and
01:53click Choose, the display updates.
01:56We can see here we've got our folder Sales available as a share point.
02:00But we still need to modify it.
02:02So we are going to click the Pencil button and we can make this available for
02:06iOS devices, we can allow guest users to access it or not, but I want to point
02:11out this Access area up here.
02:13The Server Admin which has the single silhouette, the dual silhouette that has
02:18Staff, and then the globe that says Everyone Else.
02:21The User, the Group, and Everyone are the initial users that are applied to any
02:26share point or any file or folder in the file system.
02:29We can control whether this user has Read & Write, Read Only, Write Only, or No Access at all.
02:34Same thing with the Group and same thing with Everyone.
02:37But we can only have one group here and we can only have one user that's the owner here.
02:42I like leaving Server Admin, the user that we're logging in with at the login
02:47window as the owner of my share point, because I want to be able to navigate
02:50through them whenever I get in here to navigate the file system.
02:54For example, if I come in here and I want to open up Sales, I can do that in the
02:58finder, because I'm logged in as Server Admin and Server Admin is the owner with
03:02read and write permissions.
03:04If I want to add other people in here, all I have to do is click the plus
03:07button, and well, this is the Sales folder.
03:09So it makes sense to me to put the sales group in here and give them read and write access.
03:17So all I have to do is do that and click Done.
03:21Because that dual silhouette is sitting above the other items, the single
03:26silhouette, the first dual select, and the Everyone group, those three at the
03:30bottom, anything above those three is called an access control entry or an ACE.
03:38And the complete list of access control entries for any given item is known as
03:44an access control list. That's great!
03:46We've just given the sales group access to Sales, and in fact, I'm going to
03:50click the Pencil button here and I am going to come back and make sure that
03:53everyone else doesn't have any access at all, because I only want the Sales
03:57group and I am going to make Staff No Access as well.
04:01That way anyone that's a member of the Staff group on our server won't gain
04:04access inadvertently.
04:06Sales is going to have Read & Write, Server Admin will have Read & Write, but
04:10pretty much everybody else's going to have nothing at all.
04:12The other thing we get out of this, because this is an access control list, this
04:17Sales entry, inheritance that is the ability to keep the permissions exactly the
04:23same as people add additional files and folders into this Sales folder will be
04:28carried on down the line throughout the hierarchy.
04:31So if somebody connects up to the Sales share point from their Mac and they
04:35put a folder inside of it, and inside that folder, there is a bunch of Excel spreadsheets.
04:40All of those spreadsheets and that folder will continue to have the sales access
04:46control entry on them and everybody in the Sales group will continue to have
04:51read and write access to all of those items.
04:53That's not true of those POSIX users and groups.
04:58For these folks down here, Server Admin, Staff, and Everyone Else, these don't
05:03get that kind of inheritance by default.
05:05When you're managing your permissions and your access controls, keep that in mind;
05:10it's very important.
05:12The second place where you can access your access control lists is going to
05:15be hardware area and clicking on your Server and then clicking on Storage over here.
05:20Note that we have each of our hard drives listed here and if I flip down this
05:24disclosure triangle, I can see my Sales folder.
05:27If I wanted to change my permissions, I can edit them here;
05:32I have a fuller access to my access control lists.
05:36I can remove inherited entries here, I can sort access control lists
05:40canonically, putting the highest priority up at the top, and I can also make
05:46inherited entries explicit.
05:48You see this spotlight is light gray.
05:50It's inherited that permission from a parent directory.
05:54Because that's an inherited permission, if I change the permission above it that
05:59inheritance is going to be left orphaned.
06:02If I make the inherited entry explicit, it changes that from light gray to dark
06:07black like the rest of these and gives me direct control over it.
06:11I can also remove inherited entries from this area if I want to.
06:15So I'm going to add one more access control entry here.
06:19I want to explicitly say that the Paige user has a specific type of access to this.
06:29I want Paige to only have write access to this folder.
06:33It will make that folder into a dropbox for her, but only for her.
06:37So anything she drops onto that folder will go into the folder, but she won't be
06:41able to open the folder to see the results of that action.
06:45So she'll never be able to go into that folder and see what other people
06:48have put into it, but she'll always be will put stuff into it for other people to see.
06:53So I am going to click OK and if I wanted to, if this Sales folder had a lot of
06:58stuff inside of it, I could propagate those permissions so that the permissions
07:02I just said would apply to absolutely everything inside of that folder.
07:07So those are the two ways that you can get to your file system access control
07:11lists inside of Server app.
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User-level login to wireless networks using Server Admin (RADIUS)
00:00Lion Server makes something that used to be a little on the tough side really easy.
00:06So there's this thing called Radius and what Radius basically is, is it's going
00:11to give your AirPort Extreme Base Station, the ability to accept a Username and
00:17Password for authentication into the wireless network which allows you to
00:22control access to your wireless network individually by person or user account.
00:28This gives you a lot more control over who has access to your Base Station and
00:32therefore to your wireless network.
00:34So we are going to show you how this works.
00:35I have clicked on Lion which is our AirPort Extreme Base Station down here in
00:39the Hardware section and all I need to do under Settings is click here, Allow
00:44username and password login over Wi-Fi.
00:46It comes in here and it starts setting the settings.
00:49You can see the gear churning, and churning, and churning.
00:50As soon as it finishes setting it, all we need do is click Restart AirPort.
00:55Anytime you are going to change an AirPort Setting in here, you need to click
00:59Restart AirPort in order for those settings to apply.
01:02We are going to do that.
01:04The AirPort Extreme Base Station is going to disappear for a short time, and
01:07then when our network is back, we are going to connect up to another remote
01:12system that we have in screen sharing here and we are going to make it connect
01:17up to the wireless network via a username and password.
01:20So clicking Restart AirPort.
01:21All right, so once it finishes with all of its gear spinning, we can safely say
01:28that this has restarted and we're in good shape and we can do our username and
01:31password login over Wi-Fi.
01:33So I'm going to do our three-fingered swipe and what we're going to do is we are
01:36going to go into different spaces.
01:38I am going to go three fingers up to give in to Mission Control and here you can
01:41see we are screen sharing with Groundswell Gear and with Lion Mini over here.
01:45So I'm going to click on the Lion Mini, and now we are in the screen sharing
01:48environment of that client system.
01:51All we need to do is access our AirPort menu up here in the menu bar, and if we
01:57access Lion Network 5 GHz, see here how it asks us for a username and password.
02:04And I am going to check Remember this network, because I want it to be saved in my keychain.
02:10I am going to click the Join button.
02:14And it tells us Authenticating to network Lion Network 5 GHz.
02:17So we're going to show the certificate just so we can see that this is what we
02:22expect it to be, the server. groundswell.gear.com certificate that we have
02:26chained up to our Go Daddy certificate. So this is great.
02:29It's a valid certificate, it's fantastic.
02:31I am going to click Continue.
02:33And it's going to ask us to put in a Username and Password.
02:36This is going to your local admin Username and Password on the client system
02:40that's trying to connect to the wireless network.
02:44Once you click OK, it authenticates and that gets you on to the wireless network.
02:48Notice we didn't have to put in the WPA2 password.
02:52It accepted my Username and Password to get on the network.
02:55So this gives you some additional control over your network.
02:58For example, if you've got a small number of employees that you want to
03:01have access to this network and say one of those employees leaves to take another job.
03:06If you don't want that employee to be able to come back and get on your wireless
03:09network, with this type of authentication all you have to do is disable their
03:13user account and they no longer have access to the network, because you never
03:17handed out the WPA2 password for the Wi-Fi network.
03:22So I am going to use Mission Control to go back to my regular desktop here,
03:26where I have to Server App running.
03:27That's all you need to know about configuring your name and password login for
03:32your AirPort Extreme Base Station using the Server App in Lion Server.
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11. Collaborating with Calendars, Contacts, and iChat
Collaborating in a group
00:00In this chapter, we've merged together the concepts of iCal, an Address Book, and iChat.
00:07All of those services on Mac OS X Server work in a similar way to allow you to
00:13communicate effectively the information you need to communicate with your peers
00:18and your organization.
00:19For example, Calendar Server allows you to have a personal shared calendar on the server.
00:26But it also allows you to share other calendars with other people.
00:29It allows for delegation, it allows for shared resources.
00:33All of these are available through the web interface as well for the Calendar Server.
00:37So this becomes a very flexible solution.
00:40You can access it from a Mac, from an iOS device, even from Windows.
00:44All right, now, Address Book Server.
00:46Address Book Server is one of those things that is extremely useful in a
00:50small organization where everybody is trying to keep track of the same
00:53address information.
00:54Say you've got a group of contacts;
00:56maybe they're all customers or maybe they are sales prospects, whatever it might
01:00be, if you've got a shared group of contacts that you want everybody in your
01:04organization to have access to, but you don't want to constantly be sending new
01:09contact cards or revisions or sending emails to people saying, I just changed
01:13this person's contact info.
01:15The easy way around that is to have a central contact server that has
01:19everybody's information on it, where if somebody changes one contact card,
01:23that's simply synced around and everybody has suddenly got that update.
01:27iChat server works a little bit differently.
01:29The iChat server sits there on your server and acts as a host for instant
01:34messaging conversations between people who are on that server.
01:39So for example, if you've got a small workgroup of say 10 to 15 people, and they
01:45all want to be able to instant message each other, but you don't want those
01:48instant messages to be going outside of your organization.
01:51For example, maybe you don't want AOL servers to have record of all of your
01:55conversations, you don't want all of those conversations to be going
01:58through Facebook servers.
02:00Well, you can easily accomplish that.
02:02All you have to do is enable your iChat server and you'll be able to have those
02:06secure conversations.
02:07In fact, if you're in a doctor's office or a lawyer's office where it's
02:10important for you to be able to go back and find records of those conversations
02:14later on, your iChat server is a great solution for that too, because you can
02:18simply turn on that capability.
02:20You can archive all of your text messages back-and-forth between your employees
02:24and a special directory on your server.
02:26So collaboration is really important in a small workgroup.
02:30It allows you to be more functional than you would be otherwise and allows you
02:34to share information in a really simple and intuitive way that doesn't require
02:38any additional training for you users.
02:40So let's dig into this chapter and learn how to configure those services.
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Enabling iCal Server to provide server-based calendars
00:01To get started setting up collaboration services, we are going to open up the
00:05Server application and we are going to go directly to the iCal service.
00:09Now you're going to see here that ours is already all refreshed and up-to-date.
00:13If yours is still got the little gear spinning, don't worry about it.
00:16Just wait till the gear stops spinning in the lower right-hand corner of the
00:19Server App, and once it does you will be ready to look at your stuff.
00:23The first thing I want you to notice is that we are allowing invitations
00:26using an email address.
00:27This allows the iCal server to send invitations to any users that are not
00:33users on your server.
00:35So how does it determine whether or not a user is on your server?
00:39It goes into the user record and any user that's set up here, I am going to
00:45go Edit User, any user that set up on your server is going to have a properly
00:50formatted email address provided, you've entered the one in the Email Address field.
00:55Once our gear stop spinning here we will be able to see this for Justin Case.
00:59Okay, so our gear just stopped spinning and we can scroll up to the top here.
01:04You can see we have got our Full Name and we have the got the Email Address that we entered.
01:08So what is iCal doing?
01:09Well, iCal is looking at these Email Address fields for all of our users.
01:14So if we enter Justin's address into iCal and we want to invite Justin to a iCal
01:21event what the server is going to do is it's going to check against these email
01:26addresses and if the email address exists on the server it will just send it
01:30internally on the iCal server.
01:32If there isn't an email address that matches the one that you've put into the
01:36invitation in iCal, it will then send that as an email using this email address,
01:43the email address that's right in this field here and this is actually a real
01:47user on your server.
01:48You don't need to change this email address;
01:50it will simply use that as the address that it uses to send stuff back and forth.
01:55Now if you wanted to you could create a calendar user or something like that.
02:00Just make sure that it doesn't conflict with the built-in calendar user that's
02:04already there as a system user.
02:06So you could make it something like invitations@groundswellgear.com or something
02:10like that and you could custom enter that if you wanted it to be recognizable as
02:14such when people receive these emails from the outside.
02:18The next thing I want to show is how you give your users access to services like
02:23iCal and iChat and Address Book.
02:26So I've shown this in another movie but it's worth bringing up here just in case
02:30you're skipping around here in the title.
02:31If I select Justin Case and I come down here to the gear and I select
02:36Edit Access to Services.
02:38I can change the access control list for services for Justin.
02:42You will notice that there's a checkbox here and there's a checkmark in it next
02:46to iCal server and Address Book and iChat.
02:48If we were to uncheck those then that user would not have access to those services.
02:53There's nothing you need to do to specifically enable services for these users
02:57because if you created them in the Server App they are enabled by default in the
03:03service access control lists.
03:04If you use the advanced tools in Workgroup Manager then those users will not be
03:09automatically added to those service access control lists and you would need to
03:13go in and enable those users on a case-by-case basis.
03:16So just be aware of that difference between the tools.
03:19So we are going to go back to iCal.
03:21Now we have talked about service access controls, we talked about email invitations;
03:25the last thing we are going to do here is set up a Location or Resource.
03:29A Resource should be something like a projector that maybe people would check out.
03:32I'm going to set up a location and I'd like to set up a conference room specifically.
03:37So we'll just call this Front Conference Room and we'll Accept the
03:43Invitations Automatically.
03:45Setting up a Delegate is setting up someone as it says right here that can view
03:49and manage these resources using their copy of iCal.
03:52So for example if I set Justin Case after we started typing Justin's name it
03:57automatically found him just as it does in so many other interfaces here in the server app.
04:02We click on Justin's name, it auto completes for us and we can click Done.
04:07I think it's a very good idea to wait for the server to auto-complete the name
04:10because then you're absolutely certain that the server has locked onto that user
04:14as a resource there.
04:16Once we have our Location set up and we've got our invitations for email all set
04:20up, all we need to do now is click the ON button.
04:23Now when we do it's going to ask us to allow pass-through to the Internet and we
04:28are going to say well, yes of course we want that to happen, right.
04:31This is one of the reasons why we are using Server App in the first place to
04:35help us manage our AirPort Extreme Base Station is because all of that really
04:40difficult port mapping stuff that is so challenging for some folks now is being
04:45handled for us automatically.
04:46And as soon as we click Allow, the system is going to go out, reconfigure the
04:52AirPort Extreme Base Station and put that into the port forwarding for us.
04:55So that's just fantastic and that's done now so we can move on to configuring
05:00our next service in collaboration.
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Enabling Address Book Server
00:00Once you have set up your iCal Server we are going to move over to Address Book,
00:05we click On, then we click Allow in order to tunnel it through our Airport
00:10Extreme Base Station.
00:13That sends the data out to the appropriate place on the Airport Extreme Base
00:17Station, and you notice it's also writing Profile Manager Settings.
00:21We are pretty much done.
00:23There are some advanced things that we can interact with on Address Book server
00:26at the command line but as far as our turning it On and enabling it, that's it.
00:32If you wanted to be able to do a search of your internal employees, that's
00:36people that are in the Users area up here under Accounts, then we would put
00:41check mark here in the Include directory contacts in the Search area but we
00:46are not going to do that because really what we are using our address book for
00:49us, so that we can have a shared address book amongst all of our employees of
00:52our shared contacts.
00:53That's sort of the point.
00:55Now, that that's done we are going to move on to our next collaboration service iChat.
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Enabling iChat Server
00:00All right, having just configured and enabled Address Book on our server and
00:05through the AirPort Extreme Base Station we are now moving on the iChat.
00:10We click on the iChat service and we have a little bit more that we can do to
00:14configure this here.
00:15First of all, we can Archive all of our chat messages on our server.
00:21So there's not a lot to do here in the iChat Server section of Server App.
00:25But we can turn on Archiving of all chat messages.
00:29And I wanted to just briefly go into this.
00:32So if you enable this option, all of the text chat messages that are sent
00:38through your server will be saved on your server for later retrieval.
00:42This can be very, very useful in a number of scenarios, but I wanted to mention that.
00:47So all you need to note here is that;
00:50that only will affect your text chat messages, not your audio or your video chat
00:56messages, because the server can't hold all of the video, because the server
01:00doesn't actually ever see it.
01:01The server is used to make the initial connection between you and another
01:05chat client to start a video chat, but in fact that video never actually hits the server itself.
01:12The chat messages on the other hand are constantly flowing through the server.
01:14So it can archive all of those.
01:17That could be useful if you have got a small law practice or maybe a doctor's
01:19office where you want to have an archive of all the chat messages that are being
01:23hosted by your server, and another reason why you might want to have your server
01:27in the first place, maybe you are having secure conversations that you don't
01:31want somebody else's chat server to know about.
01:34It's possible that you don't want the Facebook servers to have all of your
01:38private client conversations.
01:40So if you want to have your own that's what this is all about.
01:43But if you do want to federate with other people's server;
01:46say for example, you are a law firm, small office and you've enabled your
01:49chat server here and you want to be able to have secure communications with
01:54someone else's Lion Server. You can do that.
01:58Right in here you can click Edit and when you get into the Server-To-Server
02:02Federation configuration sheet, you can Require a secure connection between
02:07servers that means that all of the communication will happen over SSL, and you
02:11could Allow federation with all the domains.
02:13That's kind of neat because that allows you to federate with things like Gmail
02:16for example, if you've got people that have Google Talk.
02:18But if you wanted to restrict that federation, that communication between your
02:23iChat Server and someone else's, then you could restrict it to just those other
02:27servers and you can just click the plus button here and enter the fully
02:31qualified domain name of that iChat server, whatever it happens to be.
02:34You would click OK and move right along.
02:37So that's how you configure that and set it up.
02:39All we need to do to get it going is click the ON button right here and once
02:44again, we're going to allow the iChat service to be funneled through our AirPort
02:49Extreme Base Station.
02:51Server app is taking care of that configuration for us.
02:54We are going to click Allow right here, and you see the gear going down here in
02:57the lower right-hand corner.
02:58As soon as it finishes, we should be all set, we should have an update in the
03:03Lion AirPort Extreme Base Station and we should also have updated Profile
03:07Managers for services here.
03:09So if somebody goes out to their My Devices site and downloads the General
03:12Settings Default Configuration Profile, they will get settings for VPN now, they
03:16will get iCal settings, they will get Address Book settings, they will get iChat
03:20settings, because we've got all of those services set up on our server now.
03:24So very, very convenient stuff going on here.
03:27That's it we just configured iChat Services and having that past through our
03:31AirPort Extreme Base Station everything should be working now.
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Setting up all your collaboration services at once
00:00So we have just shown how easy it is to configure the collaboration services on
00:06Mac OS X server using the Server App.
00:08I'd like to show you how easy it is to configure access to the services from Lion client.
00:13We are going to start by going to the Apple and pulling down to
00:16System Preferences.
00:18In System Preferences we are going to go to Mail, Contacts & Calendars.
00:21We will click on Add Account, click on Other and we will click on Add a Mac OS X
00:27server account and we will click Create.
00:30It finds our server on the network over Bonjour and click Continue after
00:34selecting our server and then with the Full Name we enter the full name of a user.
00:38We are going to use Tom because we haven't used him much so far in the title and
00:44we are going to put in his Password.
00:46Remember that this will fail if you've turned off access to services using a
00:51service access control list but your services will all be on by default if these
00:56users were all entered in the server app.
00:58So that's where you should be.
01:00Click on Set Up and it automatically finds all of the services that we've
01:04already got set up on our server.
01:06We have set up the Address book, the Calendar and Chat so it's telling us that
01:10these are what are available and simply leave the checkmarks in the checkbox
01:13and click Add Account.
01:16It goes out and automatically configures everything for us.
01:18We can look at Details and change those details if we want, but here is not much
01:22here to change, so the next thing to do is simply to open up each of the
01:25applications and prove to you that this actually worked because that's actually
01:28all you have to do, it's that easy.
01:30I am going to go to the Applications folder and we will start off by
01:34double-clicking on Address Book.
01:37Here it is right here on the sidebar, Mac OS X server.
01:40If I click in and I click the plus button down here to add a new user, I can add somebody new.
01:47And I can add a phone number and when I am finished I can click Done.
01:53I could have put in a lot more information obviously, but this gets a contact
01:55into the book and if I click Back, if I go to All on My Mac and I click Forward
02:01that's not in there.
02:02So this particular address book entry is only on the server.
02:07If I come back in here into Address Book and go to Preferences, here's my Mac OS
02:10X server configuration.
02:11There's not much to it.
02:13If I click Edit Account it just takes me back to System Preferences, so I can
02:16look at my settings there. It's super easy.
02:20That proves that one is working.
02:21Let's go in iCal next.
02:22So here is the new iCal big and beautiful as it is, we are going to go to the
02:29iCal Preferences just to show you that the account is there. See here we are.
02:33We can control Delegation.
02:36For example, I can add Justin, there we are.
02:41I can even allow Justin to write into my calendar. Click Done there.
02:45If other users had allowed me to configure their calendars, I would see
02:49them listed in this box.
02:50And click the Close button on Preferences and let's just create a new
02:54appointment just for fun.
02:58Add it, double-click on it.
03:00Tell it which calendar I want it to go into.
03:03By putting it into the Mac OS X server calendar, puts it online and makes it
03:06available to other people who have visibility into this calendar.
03:10Change the time to something that's a little bit more realistic for a nice early
03:13dinner and there we are.
03:16You probably missed it because it went very, very quickly but the iCal system
03:20tells you it's updating the server with a little text message right next to
03:23the word iCal here.
03:25So next let's take a look at iChat.
03:27We will open this up and I can simply take it right online.
03:33Select Available and in we go.
03:37If you want to look at the Preferences no problem at all, right there, it's
03:40enabled, here are all the account settings.
03:42It was all set up for us. So that's it.
03:46We have just shown you that we've successfully configured the settings, so that
03:49our client system here online can connect up to our Lion Server System.
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12. Wiki Server 3 and Web Service
How the Wiki helps you use your iPad, iPhone, or iPod Touch
00:00In this chapter, we will cover the Wiki, the Blog, and the Web Service.
00:04We will cover these altogether because they are all essentially the same thing.
00:08They're all running off of Apache and they're all either websites or services
00:12running in your web browser.
00:14So, what are they though?
00:16They are very different things and we need to understand the differences between
00:19them so we can use these services appropriately.
00:22So let's start with wikis.
00:23If you think of a wiki as a static subject with ever-changing information within
00:28that subject, you've got a pretty good idea of what a wiki would be.
00:31So for example, if I were to do a thing on cathedrals that would be a
00:36good subject for a wiki.
00:37I could do a page on cathedrals and then as I create the page, I could add
00:42things about a few cathedrals that maybe I went and saw when I was on
00:45vacation in Europe.
00:46And then maybe later on I would add some more information and so on and so on and so on.
00:50As I add more information into the wiki page, I continue to add more depth to
00:56that subject matter.
00:57But I'm not changing where that page is located, I am not adding additional
01:01posts, I am just changing the information in that page.
01:05A blog is different.
01:07If I were to do the same thing with a blog, a blog would be more appropriate if
01:11I were doing posting about my vacation to Europe, while I was on the road.
01:16And so everyday I would go and see something different;
01:18maybe I would see a cathedral one day and maybe I would see a garden the next
01:22day and I could write posts about what I was seeing as I was going through that vacation.
01:27The posts would be individual iterations of an ongoing conversation.
01:32This is very effective for something like a journal.
01:35Okay, so that's more of a blog.
01:38Now the Web Service is really not the same thing at all.
01:41The Web Service is a place for you to copy your custom-built website into so
01:47that it can be served up on your server to anyone who comes to the either Port
01:5180 or Port 443, for either a non-secure or a secure website.
01:55And once you've turned on the Web Service and you've put your site in the
01:59correct folder, your site will simply be the site that served up to people when
02:04they visit, and that's really it.
02:06A lot of people use websites as their own personal digital brochure.
02:11There are a lot of other people use them as stores.
02:13Really the sky is the kind of the limit and lynda.com has a lot of classes on
02:16web design and what you can do with a website.
02:19But once you have got your website designed, the Web Service is what you are
02:22going to turn on in order to use it.
02:24All right, so those are the three services we are talking about here.
02:27Let's get into this chapter and see how to configure them.
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Turning on and configuring the Wiki
00:00Probably the most fun feature in OS X server is the wiki.
00:04I know a lot of people that really love the wiki in 10.5 and 10.6 and in 10.7,
00:09it's been completely rewritten.
00:11So let's get into server app and configure it so we can start playing with it.
00:14And I'm going to do our forefinger pinch to get into the server software.
00:18I am going to wait for it to connect to the server and update its information
00:22and then as soon as this gear finishes spinning, we're going to click on Wiki
00:25and we will start the service app. Here we go.
00:28So let's come over to where it says Wiki here and we have the opportunity here
00:32to create a form of a service access control list.
00:36We were looking at the users earlier and we were talking about those checkboxes
00:41and whether or not things would be turned on for each user or not.
00:44This is yet another service access control list;
00:46it's just in a different location.
00:48This is one where you can define I want maybe sales to be able to
00:52configure wikis and maybe I want All Employees, for example, to be able to configure wikis.
00:58You can configure this however you would like.
00:59I am going to take Sales out and leave All Employees in their.
01:03So right now all employees and Administrators are both available that means
01:06pretty much everybody that's configured at this point can create a wiki.
01:09So that's done and I can click ON.
01:12Before I turned this ON, I would like to point out that what I just did is
01:16essentially the same thing is configuring all users.
01:19If you wanted to do only some users you would probably configure it, so you were
01:22limiting that ability to some subset.
01:25But again, that would be your own preference whatever you would like to do.
01:28When I click ON and there we go;
01:30the Wiki server is now started.
01:32So to get to it, all we would have to do is click the next button down here that
01:36just appeared, View Wiki, and we're going to do that in the next movie.
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Navigating the Wiki
00:00We have just configured and turned on the wiki which didn't take a whole lot.
00:03So I am going to show you where most of the actual work happens by clicking on
00:07the View Wiki button here in the server app.
00:11So this is opening up a Safari window for us and just so we have got more screen
00:15real state, I am going to click the Full Screen button here in just a second.
00:18But before I do it, I would like to point out that this is actually at https://,
00:23the fully qualified domain name of your server/wiki, very straightforward.
00:28So we will go to full-screen and here we are.
00:32Navigating this wiki is just navigating a website.
00:35There's not that much to learn here aside from just what each of these things
00:40is and what they do.
00:41So we are going to do a little bit of a tour.
00:43First thing is right up here in this corner, clicking on this button up here
00:46that looks a bit like a strip of film, gives you this bar where you can
00:50easily navigate to the Home page, the My Page interface, your Updates page, Wikis and People.
00:58This home strip will be available to you no matter where you are in the wiki,
01:02it just takes you directly to each of those links and we'll be navigating to
01:05each of those soon.
01:06But this is the heart of navigating the Mac OS X wiki system here.
01:11So I want you to know that this will always be there for you and you can get
01:14to it really easily.
01:15Now, next thing I wanted to show you is this pencil button.
01:18This is how we edit the wiki page.
01:20In our next movie, we will talk about editing the page.
01:23Plus button, that allows us to create new content on the wiki.
01:27The gear, and again, this is all pretty straightforward.
01:30We've got really good indications here from our little yellow text boxes here.
01:34This is our action button.
01:35So this is contextual.
01:36In this case, all we can do is go to the Help screen.
01:39But the Help wiki is awesome.
01:42If we click on Help, it takes us to this Wiki Help section that tells us all
01:46about wiki's navigation, organization, calendaring, podcasting, all of it.
01:51So this is a really good long read.
01:53The only downside to it is that it's kind of exhaustive.
01:56There's a lot of information there.
01:58So I recommend coming in and using the search feature, and if you want to find
02:01out about podcast, you can just click on that and hit Return and there you are.
02:07So you want to find out how to view wiki services or how to view a podcast, you
02:11just come here, click on it and it tells you exactly how to do it.
02:14Really, really good help system, just like the rest of the really awesome help
02:18system that's built into the entire server product this time around.
02:21We had a search feature here.
02:23This is going to search all of the content on our wiki server, and down here,
02:28this is sort of the Home page for the wiki.
02:30And it starts off with this Welcome to Mac OS X Lion Server stuff, and all
02:35of this is changeable.
02:37You can change every last bit of this and make this a completely custom site by
02:41just clicking this pencil button and going into an editing screen like this, but
02:45we are going to get into how to use all those tools in the very next movie.
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Editing the home page
00:00In the last movie, we got to and navigated around within this wiki server.
00:05I wanted to show you how to edit this homepage, because like I said, this is all placeholders.
00:09So if we click the Pencil button here, we get in and we are able to edit, and
00:13you can see this is set up as a table and if you select this, you can delete the
00:18table and you can say, all right, that's going away and you can click on this
00:21and you can delete that and that's going away and these are useful links.
00:25I'm going to leave these links down here at the bottom and I'm going to get rid
00:29of all of that and come back here.
00:31So, I want to start off by welcoming people to my site; nice and easy.
00:36Next thing we're going to do is add an image to the page.
00:39We'll click the Add an image button up here and click Choose File and what we'll
00:44do is we'll navigate back to a sites folder that I've got just here on local
00:47hard drive with some images and here and down here. There we go.
00:54That's one I was looking for.
00:55I've got a banner right there;
00:56I'm going to click Choose and I'm going to click Upload and there's my little
01:00banner and I can put some more text in here.
01:06And so, we're just going to invite people to come into the wikis and let us know
01:08what they think and that's all I'm going to do.
01:11But I wanted to talk to you about other stuff that we could do.
01:14So we can upload attachments;
01:16we can choose a file here, for example, and I could come in here and I could
01:20upload this catalog Photoshop document and say okay choose, I am going to upload that.
01:25Cool!
01:25And I'm going to also come down here and hit Return a couple of times and we'll
01:30also edit this and we'll add a quick little movie file, which I've got located
01:37in a different location over here.
01:38All right, and now that I've got my catalog.psd file in here and I've got my
01:48movie file attached, I attached those in the special ways that they need to be attached.
01:52So now we've already seen attaching a file that can't be represented on the
01:56wiki, because Safari doesn't know how to render PSD files.
02:00So I did that as an attachment with our little paperclip button.
02:02I attached our JPEG up here or groundswell navigation bar up here with our
02:08little picture tool and then I attached the movie down here with our little
02:13Media tool and that's cool.
02:16You saw me deleting a table earlier.
02:18If we want to add another table, we can click on that button there and then this
02:21button here allows us to add snippets of prewritten HTML if we happened to have
02:26those snippets already around.
02:27So if you're an HTML coder, you like to do that sort of thing.
02:30You can just throw your own HTML right in there like that.
02:33And then on this side of the bar, we have all of our little text editing tools.
02:36So we've got our Paragraph tool and we got our Character tool.
02:39We can even create links just as we've done in the past and we've also got the
02:43ability to justify our text and we can create bulleted numbered lists that's
02:48sort of thing and we can create in dense and out dense right there, all the
02:51standard page editing kind of stuff that you would expect.
02:53So we click Save whenever we finished entering our information and you'll notice
02:57that we've kept some functionality from previous iterations of our wiki server.
03:02For example, PSD is not renderable by Safari at all, but we do have Quick Look still.
03:07So if I press the Quick Look button, the Quick Look generator on the server will
03:11render our PSD file for us so we can see it full-screen there and that's really
03:14nice and then down here we have our movie embedded.
03:17If we click on it, it's going to load for us;
03:20it'll take a couple of seconds to load, because it's a big movie, but we also
03:24get some really nice Web Player tools in here.
03:27For example, the ability to go full screen with a movie with a tool right there
03:31embedded in the wiki that's really, really cool.
03:35So we got some really nifty surfing video now on our front page.
03:39We've got our banner right up here, we've got a welcome.
03:42I like where we're right now.
03:43So I'm going to lock that down and log out and if we wanted to log in, do more
03:48services, we can click Log in right there.
03:50But with everything, I've still got my links down here on the bottom which are
03:54going to help me out a lot, I've got my link to our Profile Manager, I've got a
03:57link to the Change Password page, a link to the Calendar.
04:01We're going to explore each of those links in the next set of movies.
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Creating a new wiki
00:00So we've seen how to edit the homepage, now are going to create a wiki.
00:04We are going to do that in Safari.
00:06We are going to go to server. groundswellgear.com, we go to our Home Page, and
00:11the first thing we need to do is log in as a user.
00:13I am going to log in as an administrative user, so that I have access to create wikis.
00:18Of course, we also created that extra group that has access to create wikis, but
00:23I am going to log in as an administrator.
00:24I am going to login as serveradmin, and I'm going to click Log in.
00:28I'm not going to check Remember me, however, because I want to switch back and
00:31forth between several different users. I'll click Log in.
00:34All right, so we now have access in here
00:37Next, I want to click on our Home button and we're going to go to wikis.
00:42From within wikis, I would like to click the plus button and I am going
00:47to create a new wiki.
00:48I am going to create the name of the new wiki here, we are going to just call this Surfing.
00:53And the description going to be simple, and I am going to upload a simple image
00:59here just to be part of this.
01:01So I found this small icon that I wanted to use.
01:04I am going to click Choose there and click Upload. Cool!
01:06So my icon is in place, now I am going to click Next.
01:10Now I can set wiki access for different levels of users.
01:13So right now, sever admin is the owner and nobody else has access.
01:16If I wanted to just let everybody who's logged in have Read access and all
01:20guests have Read access, I can do that easily.
01:23If I want to make someone else an administrator, may be I want someone else
01:25to be able to write into this, I can do so by just typing that user's name
01:30and selecting them.
01:32So Justin and Paige both are going to be given Read & Write access, and
01:36we'll click Create.
01:39Next, we click Go to Wiki and now we are in our Surfing wiki.
01:45That's how you create a wiki.
01:46We already know how to edit, we click the pencil button, right there, we get our
01:49familiar editing bar across the top here.
01:52This editing bar stays the same, no matter what you're trying to edit, whether
01:55it would be the Home page, a wiki or a blog, so that's going to be the same
01:57from one to the next.
01:58And if you want to control Settings, you always are going to go up here to the gear;
02:03you are going to see these controls repeat themselves from wikis to blogs
02:07throughout the entire wiki system.
02:09So if I wanted to go to Settings, I could upload a new image, I can modify my
02:14permissions, I can even give different permissions for comments, for example.
02:19I can also enable a calendar just for this wiki, and I can enable a blog
02:24just for this wiki.
02:25If I click down here on About page, I have the opportunity to change my
02:30sidebars for the About page.
02:33If I click Create, it allows me to create a custom sidebar.
02:36I am going to create one based on surf and the tag is going to be surf.
02:41So any pages that I create that are tagged with the word surf will show up
02:44in that sidebar set.
02:46I click Save to save my settings.
02:48Now I've got a quick link to the About page.
02:51My Documents for this particular wiki, my Calendar page for this wiki, and a
02:58More link that takes me to blogs and a Special page just for tags.
03:04So that's creating a wiki here in X 7 server.
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Creating a personal blog
00:00So we have seen how to create a wiki.
00:02Now I would like to the show you how to create a personal blog for an individual user.
00:06I am going to open our wiki backup, and I'm going to log out and I am going to
00:12hit the Home page, and I am going to log back in as a person.
00:17I am going to Login as justin and I am going to click Log In.
00:21Now you will notice that it didn't really do anything, I didn't go any were else.
00:24If I come over here, click on My Page, and I click on the gear and I click Settings.
00:30I can go to Services and under Services I can click on the Blog link.
00:34If I do that and click Save, it will create a blog for me.
00:38Now I can upload an image just for me if I wanted to do that. That'd be fun.
00:44There we go.
00:46It's got my email address.
00:47It's pulling all of this from our open directory database.
00:50Right now, All logged in users have No access.
00:52I am going to give them Read access and going to say Authenticated users
00:56can comment, and I am not going to do any kind of Moderation, click Save on that one.
01:01After checking my settings, click and save one last time for good measure, and I
01:05am going to pop back out into my personal page.
01:08Now you will notice up here along the top now I've got my Blog.
01:12If I click on the Blog, all I need to do is click plus >New Blog Post in My
01:17Blog, Title, click Add, and here's my blog post.
01:23How I got to the fair.
01:27Hit Save, and there's my first blog post.
01:30I come back Justin Case, you can see here we have Recent Documents there, I have
01:35got History, it's not showing me anything in that History, but if I come back to
01:38the Blog, I can see here is How I got to the fair.
01:41And there is the post.
01:42I would like to use this opportunity to talk about Document Info.
01:45We have access to Document Info in both wikis and the blogs, but I want to talk
01:49about it right here, because we've got it here and it's convenient.
01:52The Tags are available here.
01:54We can add a new tag.
01:55So this is obviously about surfing.
01:57So I am going to create the tag surf and hit Return so that pops a surf in
02:01there as a tag for this.
02:02That's going to help me with searching later on in this search field or in other
02:06search fields elsewhere in the wiki.
02:08I can click and say what things are related like for example, if Justin is
02:12related to Paige in someway, I can click Paige.
02:14That'll link them for searchability.
02:16We can add Comments and anybody else who is authenticated, because I have
02:20changed that setting, can add comments in here.
02:23So I've just made a funny comment on my own posting there.
02:27I can also have email sent to me whenever a Document is updated or when
02:31a Comment is added.
02:32That way I don't have to constantly reopen this document in order to see if
02:36somebody has added anything or edited something.
02:38I can get notifications in email based on the email address that I put into
02:43the Server app users interface based on whatever the document is updated or
02:47when a comment is added.
02:48So these are pretty convenient things to have.
02:50In the next movie we are going to talk about web-based calendars.
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Using the web calendar
00:00Mac OS X servers have the ability to do web calendaring for a while, but we've
00:04got some neat new features now.
00:06Let's open up Safari and take a look at them.
00:09Come back here to our homepage and let's log out and be sure that we are logged
00:16in with the user we want to log in with.
00:17I want to log in with Justin right now, because we've added him into a few
00:21different things as we have been going through these movies.
00:25So we are logged in as Justin.
00:27If I click down here on the Calendar link, you will see that the link up here at
00:32the top, it's our domain name, / webcal, and it tells us that this is the
00:36Calendar for Justin Case.
00:39So if we click on the 12th here and we are suddenly in August.
00:42If we click in the box and we create a New Event just by clicking there;
00:46we didn't have to do anything else.
00:47I am fond of lunch, so I'm going to put Lunch in here and we will do lunch at the Lunch Room.
00:53And it's not an all day event, not at all.
00:55We are going to make this happen at 12: 00 o'clock PM and it will shift to 1:00
00:59o'clock PM for the End Time and we are going to leave it on my Calendar here on
01:03the server and I'm going to make that Repeat>Every week and it will end, let's
01:12have it End, now let's have it end back over here. So we click OK.
01:16So we get a couple of repeating calendar events. That was fun.
01:19That was basic calendar functionality. That's all cool.
01:21If we click on settings over here we can set our Timezone useful, our
01:26Availability if we only want to be available weekdays 8:00 AM to 6:00 PM, we
01:29can totally do that.
01:30We can Start our week on a Sunday as it is normal and then we can add Delegates.
01:34If we say you know what I'm logged in as Justin and I want Paige to be able to
01:38get to my stuff and I want Oliver to be able to get to my stuff as well and I
01:44want Paige to be able to Read/write but I want Oliver to only be able to Read.
01:49I can set that right here on the web calendar.
01:51So that's pretty convenient stuff.
01:53But then do you remember how we created that resource that Front Conference Room resource.
01:57Well, if I wanted to book the conference room for a period of time, all I have
02:00to do is flip over by clicking on that link up at the top and say I'm going to
02:04do a training that's going to last all day long every day for the whole week
02:09of the 18th of the 22nd and that training is going to be on, well, what else, Lion Server.
02:14And of courser the Location is the Front Conference Room and we go OK.
02:20So that blocks off the Front Conference Room force right there and if I wanted
02:24to do something like create notes on that I could say something like that. Click OK.
02:31So now that resource is blocked off for that period of time.
02:35So that's a brand-new feature here, calendaring with web resources here in the web calendar.
02:40I am going to go back to My Calendar here, because I'm logged in as Justin Case
02:44and you can see this now here.
02:47So we've configured some lunch appointment for Justin, we've set aside a
02:50conference room in the shared schedule.
02:53Let's look at Paige's schedule.
02:56Paige had let us look at her schedule and look at that Paige has a lunch event
03:00right here that was pre-scheduled.
03:02We put that into the calendar before and we can even look at the attendees, if
03:05we wanted at an attendee to Paige's because she gave us write access as Justin,
03:10I can say, I'm going to add Oliver here and let's look at Oliver's availability.
03:16So let's take back and say OK.
03:20So now we have got Oliver out there and we can put some more notes in here.
03:23We can say and come back here to general and Location I will just put Corner
03:31Caf? with a question mark there and we will click OK.
03:35So we are logged in as Justin, we've edited Paige Turner's calendar, we can
03:39switch back to my calendar here as Justin, go back over here to my days here in
03:45August, and we can see that we've got our lunch still configured here.
03:48So there you go, that is entering and editing information in the web calendar
03:53here in Lion Server.
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Enabling the web service
00:00Now that we've talked about all of the different web apps that are available
00:03through the wiki and blog system and web calendar, we've talked about just about
00:08everything, but we haven't really addressed putting your own website up on your
00:13Mac OS X Server and getting it served up by the web service.
00:16So let's get that done right now.
00:18Now before we get started I want to point out that we have a Default.zip file on the desktop.
00:23That file contains a folder that contains the website we're going to be using in this movie.
00:29That is in our Exercise Files and you can use the same thing as you follow along.
00:35We're going to come down here and open up our Server app.
00:38That time I just chose to click on it in the Dock, and we're going to go to the Web service.
00:43We're also going to remember to wait for the gear down here to stop spinning so
00:47we can see all of the stuff that's running on our system right now.
00:50All right, now that the gear stopped spinning, we can click over here.
00:54Here in the Web service we don't have that much that we can control.
00:57We only have an ON/OFF switch and we have our controls over our websites and
01:02whether or not we want to turn on PHP.
01:04If you have PHP web applications, just put a check in the checkmark box and it
01:08will be turned on for you.
01:10If you come here to your default website, I'd like to point out two things.
01:13One is, this is the fully qualified domain name of the site.
01:17It matches the fully qualified domain name of our server.
01:21However, because of the work we've done on network solutions to point our DNS
01:26so that we've got mail.groundswellgear. com and www.groundswellgear.com and just
01:32groundswellgear.com to our external IP address, anyone who goes to any of those
01:36addresses in Safari or any web browser will hit that external IP address on
01:41Port 80 or Port 443.
01:4280 would be unsecure web traffic and 443 would be secure web traffic.
01:48And because those get forwarded through to this server, they will get whatever
01:52site is located here.
01:54Even though the names look different and because we bought our UCC cert, if it's
01:59SSL-encrypted, everything will just pass through and work just fine.
02:03So we're going to click on the Pencil button down here in order to see the
02:08default configuration of this site.
02:10And you can see there's not a lot you can do.
02:12All of this is not configurable.
02:15So we don't get the opportunity to change the IP address or the port number or
02:19where the site files will be stored.
02:22In fact, we can't even control who can access it from here;
02:24that's somewhere else.
02:25But we can allow our users to change their passwords.
02:29And this is just an additional feature here in the Web service.
02:33So once you've turned that on people will be able to access your website, go to
02:36the proper link, and change their passwords for themselves right there in the
02:40middle of the web interface.
02:41That could be very convenient.
02:43Now I want to point out this link that's right down here.
02:46Before we've clicked Done or anything or even turned on the Web service, we have
02:50this link that allows us to view the Document Root Contents.
02:54So what does that mean?
02:55Well, let's click on it and I'll take a look here and we will tell you.
02:58And I'll drag this out so we can see the pathway more easily.
03:01This gives us a link to the directory where our website is actually stored.
03:07So if we wanted to put our custom files, I'm just going to change the width of
03:11these columns here so you can see the entire path if we can get it all on screen here.
03:16If you drop your own custom site into this area here called Default, then
03:21whenever somebody goes to server. groundswellgear.com in Safari or
03:26www.groundswellgear.com, they will hit whatever site is in here.
03:30So all you have to sure of is that you've got a website configured and that it
03:34has an index.html file in it so that the system can find that for you.
03:38So let's scroll all the way back here and look at where we're going to.
03:41So the default Web directory is in Server HD>Library, and I'm going to scroll
03:48down here and look at where the next one is. So there it is.
03:52So we can see here, it starts at Server HD>Library>Server>Web>Data>Sites, and
04:00then inside of Sites, we go to Default.
04:03The Default directory by default will go to that front page that we've seen
04:08several times so far with the big blue globe.
04:10It's the default Mac OS X website actually.
04:14It's got this graphic in it so you can recognize it.
04:16When we drop our own site in here, that will go away.
04:20So off camera because this is not a website writing class;
04:25we've actually pulled together a quick website here for groundswellgear and I've
04:31put it in this Default.zip file just to make it nice and small.
04:34But here inside of this Default folder I've got everything I need.
04:37So all I need to do is drag-and-drop this over into the correct web root and I'm
04:44just going to click Apply to All and Replace.
04:47That's going to put everything we need right in here.
04:50So the next thing I'm going to do is I'm going to remove all of these
04:54default.htms just so we don't end up serving up the wrong stuff to our customers.
04:59So now when people go to our site, they're going to hit our index.html page.
05:05So the next step we have to go through, let's close all this back down, is we
05:10click Done on the Web service and we'll need to turn on the Web service once
05:15that screen goes away.
05:16So all we need to do to turn it on is click the ON button right here.
05:20Here this is wonderful, because we've got our AirPort Extreme Base Station
05:25tethered to our Mac OS X Server, it knows that we're going to need to poke a
05:29hole in the port forwarding there.
05:32So it just asks us if we want to do that.
05:34All we have to do in order to allow it is click Allow.
05:37Wait for the gear at the bottom of the screen to stop spinning and when it does,
05:41and you get your indicator light on the Web, we should be ready to go.
05:45I'm going to go to the added step of coming down here to the Lion AirPort
05:48Extreme Base Station and just checking to make sure that lo and behold, our Web
05:53service was added to the publicly available services.
05:56At this point, it's a great idea to always check your work.
05:59I'm going to open up Safari and we're going to go to our website. So let's do that:
06:05server.groundswellgear.com.
06:09It automatically redirects us to our secure site, because we've got our SSL
06:14certificate in there.
06:15So people can see right here where we got our certificate and that it is valid.
06:20People who are surfing our website can know that everything is encrypted in the
06:24tunnel between them and us.
06:25So it's a nice safe connection.
06:27The other thing I'd like to point out is we did something to this front page
06:30just to make it more functional and you should probably think about doing the same thing.
06:35Normally, we would have a Terms and Conditions and a Privacy Policy and
06:38those types of things at the bottom of this type of document, but we added a few links.
06:43We added a link to our Wiki which is just our fully qualified domain name /wiki.
06:49We added a link to our Webmail which we don't have turned on yet, but when we
06:53do, that'll be a nice convenient link for people who visit our site.
06:56Webcal, that'll get us to our calendars.
07:00Again, this is password-protected, so not everybody is going to be able to get
07:03in there, but our people will.
07:05And lastly, the My Devices link.
07:07This is something we added on our own, this isn't on the default Mac OS X
07:11Server webpage, but I think this is very useful because by going to our
07:15webpage, our employees and folks who want to enroll their devices with our
07:19server can easily get here, navigate in, authenticate as themselves, click Log
07:25In, and then enroll their devices.
07:26So that's a nice link to have there right on the front page. There you go!
07:30That's all you need to do to get your website served up by Lion's Web Server.
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13. Mail
Hosting an email server to maintain control over your messages
00:00Anyone watching this movie is going to know what an email is and they're going
00:04to know how they use email.
00:05So you probably got that part.
00:08But if you are a small business owner or you have no technical background with
00:12mail, you probably don't know how it works.
00:16So what we are going to be doing in this chapter is setting up a mail server.
00:21You're used to using a mail client.
00:23The mail client is going to log into a mailbox.
00:26Well, that mailbox is located on the server and it will be sending mail
00:30messages to people.
00:31Well those mail messages that are sent will be sent through an email server,
00:36and out on the Internet there are lots and lots and lots of email servers that
00:40all know how to talk to each other because of the way DNS is structured on the Internet.
00:45So in our Fundamentals chapters at the beginning of this title, we talked about
00:49setting up DNS records and when we set up our MX record that was the record that
00:54was necessary to tell Internet-based email servers where to send messages when
01:00they go to our domain.
01:01So as long as our fundamentals are set up ahead of time, turning on our mail
01:05server is a relatively trivial thing.
01:08Configuring some advanced settings can be interesting and fun, but all of this
01:13is stuff that we're going to get through in this next chapter.
01:16It doesn't take that much time and I am excited to show you, so let's dig in to
01:19setting up your Lion email server.
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Enabling mail service
00:00Mac OS X Server has always come with a mail server and we've gone through many,
00:05many iterations of different mail server packages on the backend, but Apple has
00:09always tried to provide a good mail server solution for those who wanted it in a
00:13small workgroup or a small office environment.
00:16This version is no different.
00:17We've got a great mail server and we've also got a fantastic Webmail client.
00:21I am going to show you how to set those up right now.
00:23I am going to go into the Server app and we're going to wait for our gear to
00:30stop spinning here at the bottom, make sure that we've got all our setting
00:33up-to-date, and once that's finished, we come over here and we click on the Mail Service.
00:38There are only a few options we can really work with here.
00:41But we're going to talk about them briefly.
00:43So the first thing is, you can change the domain.
00:46I don't recommend changing the domain, but you can certainly come in here and
00:50change it if you wish.
00:51groundswellgear.com, we went to a lot of trouble to set up our
00:54foundations properly here.
00:56So I would definitely not change this, but the feature is available there.
01:01You can also set up Mail Relay through another company or another
01:04Internet Service Provider.
01:05If you are behind an Internet Service Provider that does not allow SMTP to go
01:10out through their network, they probably have some sort of SMTP Relay available,
01:17and so you will put in their fully qualified domain name that they gave you, you
01:21will have to contact them and some of them may require authentication.
01:26You can also provide some sort of limitation of how much space on the hard drive
01:31of your server each mail user can utilize for their primary mail store.
01:36Since we're going to be using IMAP instead of POP for our mail for most of our
01:41users if not all of them, it's very important that we provide some kind of
01:45limitations so that the users don't fill up our internal hard drive and make our server crash.
01:51So we're going to limit this, I think 200 megabytes isn't bad, but I'm going to
01:56limit this to something a little bit higher, I am going to go up to 750.
02:00I'm also going to enable the Webmail service.
02:03This is going to turn on the RoundCube Webmail client.
02:07We are going to show how to configure that and tweak it later on, but turning it
02:10on is just a matter of clicking that checkbox, and then lastly down here, we
02:14have the ability to edit some filtration settings.
02:17The only thing that's turned off here that I would do beyond going with
02:21the defaults for filtering and junk mail and viruses is I would also
02:25enable a blacklist.
02:26A blacklist server is going to check with, in this case zen.spamhaus.org just
02:32to see if mail is coming from a place that is known to be a source of spam and
02:36if it is it will shut it off right there before it even gets delivered to your users.
02:39We are going to turn all of that on and click OK.
02:42Server app will then write out your Mail Server settings and whenever it's
02:45finished doing its little spinning thing with the gear down here, we are
02:48going to click the On button, and once again because we are tethered to our
02:53AirPort Extreme Base Station it's going to ask if we wanted to custom-write
02:57some port forwarding rules so that our mail server will work through our
03:01AirPort Extreme Base Station.
03:03We're going to click Allow.
03:04All right, so that's how you turn on and configure the mail service here in
03:08Server app and LAN server.
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Working with advanced mail service configuration, including virtual domains
00:00The Mail Service is one of the few services that Apple has allowed to remain
00:04in two different apps.
00:07We have the Server app here where we've already configured our basic server settings.
00:11But we also have the Server Admin program where we can control some more
00:15advanced Mail Server settings and we're going to go in there now.
00:17I'm going to quit our Server app and I am going to go to our Applications
00:21folder, scroll down to the Server folder and open Server Admin.
00:27The reason why we have the Server Administration tools if you are coming to
00:30this chapter by bouncing around is because we downloaded them and installed them separately.
00:36If you need to go get them, remember they're at support.apple.com.
00:40Once Server Admin opens up and all the gears stop spinning and we have our most
00:44up-to-date settings, we are going to click on the Mail Service.
00:47Now notice, we've got a green indicator light next to it already.
00:50We didn't need to come in here and enable the service to be viewable.
00:54It all shows up for us automatically because we have it turned on over in Server app.
00:58So there are just two ways of viewing the same thing.
01:02We have our Overview window just as we normally would, and if we come over here
01:06to Settings, I just want to point out a few things.
01:08our Domain name and Host name are configured properly for us. That's great.
01:12Our Push Notification Server was automatically configured for us correctly, also
01:16really, really awesome.
01:17We can configure all of the settings we used to be able to configure in 10.5 and 10.6 server.
01:22We can hold outgoing mail, we can copy all mail to another address, we can even
01:26copy undeliverable mail to an administrator address if we want to.
01:30This is actually something I like to turn on.
01:32I think this is very, very useful and what I'll usually do is I'll make this
01:36into something like a server administration address.
01:39If you're going to do this you have to obviously set up the server
01:42administration user, the serveradmin user on our system has mail available for
01:48it because we've got the service turned on in Server app, so all I need to do is
01:52put in the email address.
01:55So once I've got that configured I can come over to the next screen.
01:58The next thing I'd like to point out is that right now we've got Accept SMTP
02:02relays only from these hosts and networks unchecked and I really like to
02:06check this because I want the server to only accept relays for sending mail
02:12from systems that are either on my local network or are considered my local host address.
02:18So by default, this is set to the local host range, but it's way too open.
02:23So what I'd like to do is focus this back down on just my address.
02:29It's a very, very focused site or notation that just gives me 127.0.0.0 to
02:34127.0.0.1 and I'll click OK, and then the next thing I want to do is I want to
02:39put in our local address range.
02:41So I am going to put in site annotation/ 24 which gives us an addressable range
02:47that equals the addressable range on our local network.
02:50Our subnet mask on our local network is 255.255.2550 which gives us our
02:56192.168.19.0 through 19.255.
03:01It's just a function of the subnet mask and the router address and the IP
03:05address range that we are in.
03:07This is the proper setting for that.
03:09This way our server will only accept sent mail from its local host address or
03:15from our own local network.
03:17You can see here we've got spamhaus down here.
03:19We also have the ability to simply block anything coming from an email host that
03:24we don't want to send a mail to us.
03:26So if we are getting a lot of spam from one address for example, we can just
03:29check this checkbox, click plus here, enter the IP address or the domain name
03:34and click OK and it will add it in there.
03:37Filters, I really recommend that you just leave all of these at their
03:40defaults, but I'd like to point out that down here at the bottom this is where
03:44we are allowed to turn on server side mail rules so that people can configure
03:49mail to go to specific folders or things on the server side directly from
03:54their Webmail client.
03:55So that's how you turn that on there and it's on by default.
03:58You can also turn on Quotas.
04:00You can refuse messages that are larger than a certain size.
04:03The default size for the Mail Server for some reason is 10 megabytes, I think
04:07that's very, very small.
04:08A lot of businesses will set up their own Mail Server specifically so that they
04:12can receive very large email attachments.
04:15Keep in mind that the setting you put here where it says to Refuse messages
04:19larger than a certain size must make sense given any restrictions you've placed
04:25into the server app in the Mail Settings area related to the amount of space
04:30that a user is allowed to use on your Mail Server.
04:34If you set this to not refuse messages that are over a certain size, there is
04:38the possibility that a user could receive an email message with an attachment
04:42that would basically make your server blow up.
04:45It would make the server become unresponsive because the attachment would be too big.
04:50So this is a way to keep the server from having to deal with attachments that
04:53are larger than it can really deal with.
04:5610 megabytes is probably a little bit too small.
04:59So I am going to take this up and say we are going to do 100 megabytes.
05:04The last place I'd like to take you is over here under Advanced.
05:08Okay, I'd like to point out that by default Server app configures your Mail
05:12Server for CRAM-MD5 for both SMTP and IMAP and so that's going to be a setting
05:16your clients are going to need to use.
05:19Additionally, we've already been set up to use our SSL certificate.
05:23You don't need to change this, but this is another place where you can go to look at it.
05:28Lastly, under Hosting, I would like to point out this checkbox here for a virtual hosting.
05:33If you turn on virtual hosting and then you put in a completely different domain
05:37name, so let's say we were going to use explorecalifornia.org, and we click OK.
05:46So once this name is in the locally hosted virtual domains area here any mail
05:51that arrives out on our Mail Server will be accepted as long as the username
05:56exists in our username database and we can figure all that back over in
05:59Server app under Users.
06:01That means that now we can receive mail to Justin for example and Justin can
06:06receive mail at justin.groundswellgear. com and Justin can also receive mail to
06:11justin@explore.california.org.
06:13The only thing that you need to add in order to make this work is you need to
06:17set up the explorecalifornia.org domain on the Internet to point to the IP
06:22address the same way that groundswellgear .com points to our external IP address.
06:28That's how you control the advanced features of mail in 10.7 server.
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Using the new webmail service
00:00Probably my favorite new feature in line server is the new Webmail, and only
00:06because we've been asking for something new and beautiful.
00:09For so many years Apple has moved from SquirrelMail now into something called
00:14RoundCube, and I can't wait to show you how it looks.
00:18So we are going to open up Safari, and once we are in Safari, we are going to go
00:22directly to server.groundswellgear.com.
00:24That's as if it's your own domain.
00:27Just go to your own domain and you are going to add Webmail to the end of this
00:31and you can see here it's got task, whatever, but I'm going to just go straight
00:34to Webmail and that's going to take me right where I need to be.
00:37So you can already see it's a much cleaner interface right here we've got
00:42prettier graphic elements and it tells you that you're in Apple Webmail right off the top.
00:47All you need to do is enter a username and a password in order to get in here.
00:51So I have already sent just in one email message as page I wanted to show you
00:56what that looked like.
00:57So I am going to login as justin and we'll click Login and so this is what it
01:03looks like when you first login and you've got one new email message, here it
01:06is, From, Subject, Date, we've all been doing email for a while now so we know
01:10how this works, we click on the message, we read the message, we see what's all
01:13about and we've got these big shiny pretty buttons up here at the top, so we can
01:18put stuff into the Recycle Bin.
01:20We have Delete, we have Forward, we can reply, we can reply to sender, create a
01:25new message or check for new messages, all with the buttons right up here.
01:30We also have the ability to download in an eml format or emlx format.
01:35That'll just bring the entire mail message down locally.
01:39We can print, send it again, so just take it basically and send it out to
01:43someone else that's basically the Webmail's equivalent to redirect, and we
01:48can show HTML source.
01:49If we wanted to do that, we could also open it in a new window.
01:52Okay, so this is all of the sort of tour of what this looks like and how this functions.
01:57If we open up a new message, this is a brand-new message.
02:00It's going from Justin and you will notice right here it says
02:03justin@server.groundswellgear.com.
02:05You'll notice that by default the system is going to give you the fully
02:10qualified domain name of the server.
02:11There is nothing wrong with that, but some folks don't love the way that looks.
02:15So I'm going to show you how to change that in just a second on a per user basis.
02:21To start off let's just send something over to Paige, paige@groundswellgear.com.
02:29We don't have to use server., we can just use groundswellgear.com, DNS is all
02:33configured correctly so don't' worry about that, and Subject, and we are
02:40going to send something from Justin here real quickly, and we're going to click Send now.
02:47Message is sent successfully.
02:51It goes off into the ether and now Paige's mailbox will be listing a new
02:55message from Justin.
02:57So that completes our tour of the email portion of this interface.
03:01I just want to give you a brief tour of the Settings area and then we'll be done.
03:05So here in Preferences you can control aspects of your user interface, how
03:11you're viewing, your mailboxes, preferences for composing messages and
03:15displaying them and then you can set up special folders so you can change
03:19the names of various folders and we can add a few special server settings,
03:24we'll talk about those in a little bit, but I wanted to also talk about
03:26server side folders.
03:29In the Folders section, we can add additional folders or remove them on the
03:33server level that's awesome.
03:35We can also edit our identities and this is where I wanted to show you how could
03:39change the identity so that it doesn't include the server.
03:43in front of groundswellgear.
03:44If you just come over here to E-Mail and you select this part right here and hit
03:47Delete from that point forward Justin's email address is just going to be
03:52justin@groundswellgear.com.
03:54Click Save and there you go.
03:57That's now been changed.
03:58So that makes that very easy.
04:00We also have a nice signature area here and we can compose HTML signatures if we
04:04want to, so that's very pretty, and over here under Filters we can create
04:09special filter sets that use those custom folders that we may have created so
04:14that the server can on its own send things back and forth.
04:18So there is our brief tour of the new RoundCube-based Webmail here in Lion Server.
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Connecting to Mac OS X server mail
00:00When you're setting up a client computer, at least a Mac client computer
00:04to connect up to your Mail Service, you're going to be presented with a Setup Assistant.
00:09So let's get in there and see how to configure your mail client to connect to
00:12your Mac OS X server mail server.
00:14The first thing you will see is Welcome to Mail and you'll have to put in your
00:18Full Name, your Email address, and your Password.
00:20I am logging in as Justin.
00:27When I click Continue, it takes us to the next screen where we have to choose
00:31whether we are setting up POP, IMAP or Exchange, well we are clearly not setting
00:35up Exchange and we don't want to use POP we are going to use IMAP instead and we
00:39are going to put in a brief description.
00:41I am just using GSG for Groundswell Gear.
00:47Incoming Mail Server is going to be our fully-qualified domain name, and
00:56the User Name and Password is already there because we put it in before, click Continue.
01:00If you have problems where your Setup Assistant is hanging or it can't go
01:06further or if it says that SSL is not enabled or whatever, you probably have a
01:10problem with your SSL certificate, you are going to want to go back and look at
01:13that and try to get it set up properly.
01:15So brief description here, and again the fully-qualified domain name of the
01:22server, and our server of course requires authentication.
01:27So we are going to check the checkbox and because we entered the information
01:31before, it carries that User Name and Password forward for us.
01:34Don't need to change that at all.
01:35Just click Continue.
01:37It's telling us here that we found the user.
01:39Fantastic, we've actually logged in successfully to the server using SSL.
01:44It's on for both sending and receiving everything looks great so we'll just hit Create.
01:49And as soon as we do we log into mail and here we go, here is Justin's Inbox.
01:54If we click on the message, there is the same message that we saw whenever we
01:57logged into the Web client and this just brings up an important point.
02:01It's the same thing.
02:03Whenever you're in the Web client or you're in a client system here or even
02:06connecting from your iPad or your iPhone it's all the same mail.
02:10These are just different windows into the same universe.
02:13So here's the message that we got from Paige and if I wanted to hit Reply, I
02:17can reply, I just hit Reply All, but I could have just hit the Reply button
02:20just as easily and I can say Hi Paige, I already sent you a different email
02:31about where I'd like to go. Let's see MacBeth.
02:37Justin, and there we are.
02:40So I have sent Paige our response now and I can go into a different user account
02:45and login as Paige and look at that and see those responses, but this shows you
02:49exactly how to connect up your Mac OS X Mail Client to Lion Server.
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14. Podcasting
Differences between Podcast Producer and Podcast Publisher
00:00In 10.7, in Lion and in Lion Server we have some really neat podcast tools now.
00:06We always had Podcast Producer Server, not always, but in 10.5 and 10.6, we had
00:10Podcast Producer Server and that was a great tool if you were a big
00:14organization or a university and you needed to get a whole bunch of podcast
00:19material post processed and uploaded to a bunch of different locations and you
00:24needed to do it all automatically.
00:26Starting back at the beginning in 10.5, configuration was really challenging.
00:29In 10.6 they made it a little bit easier, and in 10.7 they haven't changed that at all.
00:34So if you want to do Podcast Producer Server, awesome, but we've got those
00:38instructions back in the 10.6 class and we saw no reason to just say the same
00:42thing over again exactly the same way.
00:44But what is interesting is Apple has added some really easy-to-use podcasting
00:48tools just for the regular person.
00:51Stuff that you can use on your client Lion Mac without even having a server.
00:57if you wanted to just use Podcast Publisher and you wanted to record a screen
01:02capture or record something with your embedded camera on your Mac and just save
01:05it your desktop or email it to somebody, you can do that.
01:09But if you've got OS X server, the podcast service ties in with that podcast
01:14publisher component and allows you to upload stuff with very little
01:18configuration necessary up to your wiki site into a special podcasting area and
01:24it makes the announcement of those podcasts really easy and there are some
01:28really beautiful emails that get sent out automatically if you want to announce
01:32the existence of your podcast to people.
01:35All of this stuff super-easy to use, a lot of fun, I can't wait to get in here and show you.
01:39Let's dig in and see how to configure the podcasting tools.
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Setting up the podcast service and configuring admins
00:00To configure the podcast service, all we have to do is go into Server app.
00:04So let's do our pinch and let's open up Server, and again we are going to wait
00:10for the gears to stop spinning.
00:12If you jumped around the title you may not have been told this before so I'll
00:15just mention it again.
00:16You're not seeing the next steps at the bottom because I've clicked this button
00:19in order to hide them.
00:20All right, so it's done and then come over here and click on where it says
00:25Podcast right there.
00:26We only have a few settings that we can control in the podcast service here in Server app.
00:31We'll start off by looking at the settings here for our service access control
00:35list for podcasting.
00:37You will notice here it says Podcast library feeds are viewable by, we can
00:40either choose Authenticated Users, Podcast Owners or Anyone.
00:44This is sort of that owner group or anyone kind of model that we have been used
00:49to seeing in the past.
00:50If I select Authenticated Users right here, that simply means that someone has
00:53to actually login with a username and password in order to view the podcast.
00:58If I like select Podcast Owners that just means that only the person who posted
01:03the media can login and view the media.
01:06And if we select Anyone, which is probably what a lot of you will want to do,
01:11this means that you can publish stuff up to your own podcast and anyone can go
01:16along and subscribe to it and have it downloaded into iTunes and they can
01:20watch it all they want.
01:22The second area down here is where we configure administrators.
01:25Now administrators are people who have the ability to change the settings for
01:28the podcast service once we get into the website.
01:31So to do this we click plus , we can choose any of our users to be administrators.
01:36I'm going to select Server Admin and I am also going to make Paige Turner and
01:41Justin Case, admins.
01:44You don't have to select everyone, you can select just a few.
01:47It's entirely up to you.
01:49Once that's all done, we'll just click on.
01:52The Podcast Server starts up and we can move on.
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Working with Podcast Publisher
00:00Once you've set up your Podcast Server you're going to need to configure some
00:04stuff and upload it in.
00:05So we are going to use a brand-new application from Apple, new in Lion that is
00:10located in your Applications Utilities folder.
00:12We got here by going to Launchpad.
00:15It's called Podcast Publisher.
00:16We're going to click on it here and open it up.
00:19When you do, it'll show you a brand-new corkboard.
00:21This corkboard interface is the new podcast publishing interface.
00:26It's sort of an idea where you know you can have your media and you can post
00:30it up on the corkboard and that sort of a place where you can get to it and review at.
00:34The entire product is designed to be simple and easy to use like a
00:39corkboard would be.
00:41You can search through all your podcasts with a simple search interface over here.
00:45You can create new assets by clicking on this arrow here and if you have a
00:50camera attached or embedded in your computer, you can just select New Movie Episode.
00:55If you've got a microphone, you can do a New Audio Episode that's why that's
00:58only available there for us.
00:59You can click New Podcast right here if you want to create a new corkboard which
01:04would create a whole different podcast.
01:06But we are going to come over here and click on the name Sean Colins' Podcast,
01:09we are going to make a change here.
01:11So this is the Groundswell Podcast now.
01:13Now to add a new episode, we could click the plus button right here on this
01:16Sticky Note or we could simply go into the Finder and drag in assets.
01:21So I'm going to go to a new Finder window and our Movies folder where I've got a
01:25couple of pre-compressed movies.
01:28Now this one is only 13 megabytes and this one is only 22 megabytes, they're not
01:33that big, yet they're still going to look fantastic.
01:36So I am going to drag both of these in here, I am going to select them both,
01:39drag them over the corkboard, and close my Finder window.
01:42As you can see in the background here, it says it's importing both of those
01:45things into our podcast, and when it finishes, it puts a little pushpin in each one of them.
01:50I am going to click on one right here and it's going to take me directly into the movie.
01:57I've got trim tools just like I would have on an iPhone so I can come in here
02:00and I can sort of change my In Point, maybe I want to be right there where it
02:04starts getting exciting and I can change my Out Point as well. All right!
02:08So I am finished there, I am going to click Trim.
02:11There aren't really complex editing tools here.
02:13You have the ability to trim your In and your Out Point. That's about it.
02:17But for most people that's probably going to be enough.
02:20For example if you've recorded an onscreen thing or if you've recorded something
02:24with your embedded camera maybe you'd want to take out the first couple of
02:27seconds and the last couple of seconds because there were stuff going on around
02:31you whenever you were every recording it, but you want to keep the middle, this
02:34would be a great tool just for that, you don't have to use any other editing
02:37tools, you'd just use this simply and easily.
02:39When you're done you can click the Done button and it will take you right back
02:42here to the rest of your stuff.
02:44Let's go into this other one.
02:45We'll do something kind of similar over here and we'll watch him go a little
02:50bit, all right, and then we'll click Trim, there we go and when we are done
02:55we just click Done.
02:56When we are finished with all of this, we can go up to the Share menu and we
02:59can share everything to our Podcast Library, but I'd also like to point out if
03:03we went into one of these individual movies, we could also click the Share
03:05button here and we could send each individual episode up to the Podcast Library as well.
03:12We can also send things to iTunes.
03:14We can send things into an attachment in a mail message.
03:17We could just copy them out to the Desktop, if we wanted to do something else
03:20with them and if we have a Podcast Producer Server installed at some place, we
03:24could send this to a remote workflow if that was what we wanted to do.
03:28We're going to do the Podcast Library option, but we are going to do it from
03:31right back here where we've got our entire podcast organized.
03:34We're going to go up to Share, pull out the Podcast Library, we are going to
03:37authenticate with the Username and Password.
03:39I am going to go in as justin and we'll click Share.
03:48This is going to send all of our content all the way up.
03:51Word of the wise, don't send ridiculously huge content up to your Podcast Server.
03:56It's not intended for that.
03:58This is intended for short clips that are easy to digest.
04:01So once it's been published, we have the option of clicking the Announce button here.
04:05I just love this.
04:07So Announce is going to open up our Mail Client.
04:10It's going to open up and create a brand-new email message.
04:13Look at how nice this is.
04:15I just love the icon that they used here and they gave you a handy Subscribe
04:18button right at the bottom.
04:20I'll send this out to my wife.
04:21I am going to copy the Paige account and I am also going to copy the Oliver account.
04:32So we've got our Subject, Announcing the Groundswell Podcast, we have our
04:37button here at the bottom that will link through and subscribe to this podcast using iTunes.
04:44We also have our pcast link here and I want to talk about that a little bit.
04:48You will notice the link starts with pcast:// instead of http, so it's going to
04:53take you right into it as a podcast feed in iTunes.
04:56When we are done with that, all we have to do is click the Send button and it heads on out.
05:01Now that we've sent out that announcement, we've covered pretty much everything
05:05we want to cover here in the Podcast Publisher application, but we still haven't
05:08seen what it looks like in the website.
05:10So let's go over and do that now.
05:12Let's click on Safari here and we are going to go to
05:16server.groundswellgear.com/wiki, and from there we are going to click on the
05:22Home button and go over to Podcasts, then we are going to log in.
05:26I am going to log in as justin because we published this as justin, I am not
05:31going to remember me because we're switching back and forth between
05:34different user accounts.
05:35Click Login and there's our Podcast, we click on it, we can see the different
05:40movies that were uploaded and we could even come over here and click Play.
05:43Now couple of oddities about this interface that I want to point out, first
05:47thing is clicking on a movie doesn't play it, clicking on a movie extends down
05:51and gives you some additional information about the episode.
05:54You can show the description right here in the exact same way, these two things
05:58do exactly the same thing, and then you see how this turns into a pointer.
06:02When you come over here and mouse over the Play area, you don't get a pointer.
06:06It shows up as an insertion point, but if you click on Play with that insertion
06:10point, it does play the movie and here we can see our content.
06:15You'll also notice that we get this letter box in here which is unavoidable.
06:19In our testing, we found no way of getting rid of that.
06:21It is going to be in a square box, even if you are playing widescreen format stuff.
06:26But I do want to show you -- let's close this and let's get out of Safari entirely.
06:31I want to show you going into mail.
06:33I am going to go to our Sent messages and here's that announcement that we sent
06:39and it's got the Subscribe to Podcast button down here.
06:42If I click on that, that's going to open up and this is just as if I were on her computer.
06:47She would get this exact same thing where it would go out, it would find the
06:51podcast, it would subscribe to the podcast.
06:54You can see I've just double-clicked into this.
06:57I am looking at the entire podcast.
06:59It automatically pulled down Surfing 05.
07:02If I want to get Surfing 07, I can click GET and if I want to change my
07:05subscription settings, I can say, hey, check for new episodes every hour.
07:09Instead of using default settings I want to download everything whenever the new
07:12podcasts are available and keep it all.
07:15And click OK and then I can refresh it and then it will find new stuff.
07:19I can click this GET ALL button and it will download the most recent content.
07:23But then from here, I can just double- click and if I double-click and I pull it
07:27up full screen I get a nice full screen video of our podcast and you see this is
07:33the edited version that we put together where right after he goes over that lip,
07:37boom, there goes the surfboard and we come back here into iTunes.
07:41So that was Surfing 05.
07:43If we look at Surfing 07, we get the same effect.
07:46If we pull it out of full screen it will come right back down here into our
07:50iTunes window, but these are all based on our iTunes preferences, right?
07:53So we've just subscribed to our podcast.
07:56We've seen it in the web, we've seen it in iTunes, there you go.
08:00So now you know how to upload content, trim it, view it in the web, view it
08:05in iTunes, I think you're well on your way to having a great experience with Lion Podcast Server.
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15. Image Deployment
Deploying software to many Macs at the same time
00:01NetBoot is a service that's been with us for many years.
00:04In Lion it's been updated to deal with some of the idiosyncrasies and
00:09specific needs of the Lion operating system and the way that it deals with disks and volumes.
00:15So what is NetBoot?
00:17NetBoot is essentially a service that allows a Client Mac be it a MacBook Pro
00:24or an iMac to boot across the network off of an image file that's being hosted on a server.
00:31The image files are stored within something called a NetBoot set or an NBI set
00:37and that NBI set is used by clients all over the network to boot up and to
00:43either work, to install a new OS, or to restore a previously configured
00:49computer configuration.
00:51So let's talk about each of those in turn.
00:53NetBoot is there so that you can boot up your client computer from an image on
00:59the server and work and work and work, save your stuff to a file SharePoint at
01:04some place, but you can then shut down your computer having never even used the
01:09internal hard drive on your client computer.
01:12A NetInstall set is something that is used to boot up a computer from a
01:16network location, but then you're going to install a payload that is applied
01:22based on the installation media and that's either going to be based on a DVD
01:27that came with your computer if you're talking about Leopard or Snow Leopard
01:31or it could be the Install Mac OS X Lion application bundle that you download
01:36from the Mac App Store.
01:37Either way whenever you NetBoot into a NetInstall set what you'll be presented
01:43with is an Installer that is there specifically and pretty much exclusively to
01:49install that operating system onto your hardware.
01:52The third type is a NetRestore set and a NetRestore set takes a image of a
01:59fully-configured Mac that you may have attached via FireWire or Thunderbolt
02:04in Target Disk Mode.
02:05It takes all of the data off of that Client Mac, puts it into a disk image and
02:10puts that together into a payload.
02:13The NBI set then allows their client system to boot from that NetBoot set,
02:18access the payload that's being held there and redeploy that payload down to a
02:24local hard drive, therefore allowing you to duplicate one computer's
02:27configuration to many different computers on a network.
02:31So those are the three different use models for the NetBoot service.
02:35In this chapter we're going to explore how to create a NetInstall set and how
02:41to install software based on that NetInstall set onto a Client Mac, so let's get started.s
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Using System Image Utility to create a NetInstall set
00:00In this movie I am going to show you how to create a NetInstall set so that you
00:04can install Lion across your entire network on whichever system has the
00:08capability of booting to the NetBoot set.
00:11To start, we had to get a copy of the Install Mac OS X Lion application from
00:17some place and put it on this system.
00:20I said some place because it really doesn't have to be downloaded to this
00:23system from the App Store.
00:25You could download it to another computer from the App Store, copy it to an
00:28external drive and move it over to this machine.
00:31But the point is, you need a copy of this software on your computer in order to
00:35do what we're about to accomplish.
00:37I am going to start by doing the pinch and going to the Server folder and
00:41opening something called System Image Utility.
00:45When you open System Image Utility, it will look at your local computer and
00:48if you've got a copy of this software on it you'll see a Install Mac OS X
00:53Lion workflow source.
00:55The rest of this process is just single button click easy.
00:59We are going to create a NetInstall image.
01:02If we were creating a NetBoot image that would create an image that computers
01:06could boot to across the network and people can continue to work on that
01:10NetBooted image all day long if they wanted to and a NetRestore image would be different.
01:15A NetRestore image would give us a restorable fully-configured computer if we
01:21had another computer perhaps attached to this one via Target Disk Mode over
01:26FireWire or Thunderbolt, but we are going to create a NetInstall image.
01:30We can click Continue if we want to proceed or we can click Customize.
01:34Once we click Customize, it will ask us to agree to the license agreement and
01:38then we can start adding additional workflow elements.
01:42This is very much like Automator, in fact it uses the same interface as
01:46Automator in order to give us additional options when creating our NetInstall set.
01:50For example if we wanted to partition the disk before we created our new
01:56installation, we could do that.
01:57I am going to stick with the defaults however.
02:01Simply hit Back, click Continue.
02:03It will ask you to provide a Network Disk name and a Description.
02:09The defaults are very obvious.
02:11They tell you exactly what these are going to do.
02:13So I am going to recommend staying with the defaults here.
02:16If your image will be served for more than one server, put a checkmark in here.
02:20However, you probably don't have more than one NetInstall server so leave that unchecked.
02:26Once you're finished click Create, agree to the License Agreement and choose a
02:31location where the NetInstall set will be saved.
02:34If you're doing this from your server itself, you can actually save this to your
02:38local desktop and then drag it to wherever it needs to go later.
02:42You can do the same thing if you're doing it from a client system.
02:46This can be done from either Mac OS X server or from a new client, and that's a
02:52really good idea, if you go out and buy a brand-new system and the current
02:57shipping version of Mac OS 10.7 is 10.7, 5 or 6 or something like that, you'll
03:03probably want to create an install set from that latest version rather than from
03:10the original version or from your server which is probably older.
03:13Always make your images on your latest and greatest hardware.
03:17When you are ready, click Save.
03:19It will ask you to authenticate as an administrator, and when you do it will go
03:26through the process of creating a disk image copying information to the source
03:31volume, creating the NetBoot system and then it will wrap things up and tell
03:35you that it's done.
03:38So when it finishes, on your desktop you'll be left with something called an NBI set.
03:43It's a folder that has a name that ends in .nbi and what this is, is the
03:49entire NetInstall package.
03:51So if we click Done here, it will take us back to our Create a Network Disk Image screen.
03:55We can just quit this, so System Image Utility, now done, and we did this for
04:00from our client system.
04:01So I am going to hit Command+K. It's going to say Connect to Server.
04:05This is just another way to connect up to the server.
04:07I am going to type afp://server. groundswellgear.com/ and I can put in the name
04:17of the SharePoint if I want to and I am just going to just go to the
04:20serveradmin users home folder.
04:23It asks me to authenticate, I hit Connect and I am in.
04:29That just kept me from having to select the particular share that I wanted to
04:33access because I knew exactly what it was.
04:35If I double-click on Desktop, I can move this from my Desktop folder here on the
04:39client system over to the Desktop folder of the administrator.
04:44It's 3.8 gigs, but we're going over gigabit networking, so this should
04:48be relatively quick.
04:49But I want to be absolutely certain that it finishes copying the entire thing
04:54before I go over to the server and try moving it around which would make the
04:58NetBoot set unbootable.
05:00Now that it's finished copying over to the server, I can unmount the server and
05:04can close this window and I am just going to do my Lion thing here.
05:08I am just going to go into mission control, click on Screen Sharing and here I
05:11am magically over on the server screen, love this.
05:15Here is the NBI set that I just copied over here.
05:17I am going to open up a new Finder window here on the server.
05:23So I'm going to hit a key command to go directly to my computer view.
05:26That's Command+Shift+C, and that shows you automatically all of the drives and
05:31all of the options that are directly connected to your device.
05:34It's a very handy keyboard command to learn.
05:36If I double-click on Server HD, I can then go into Library and I am going to
05:43show you where something should be, but it's not going to be there.
05:47Right in this list, there should be something in the ins when sorted
05:51alphabetically called NetBoot, but it's not there yet and it's not there for
05:56a very good reason.
05:57We are going to go to another new window and I am going to go to Applications
06:02> Server and this is yet another service that requires the Server Admin application.
06:08I am going to open up Server Admin.
06:13Unfortunately, you cannot configure this service in the Server app.
06:17The Server Admin application is going to be how you are going to do this in a
06:21graphical user interface.
06:23As soon as Server Admin opens up again always wait for that gear to stop spinning.
06:29We are going to click on the Settings button, go to Services, click on the
06:34NetBoot checkbox and click Save.
06:38When the gear stops spinning, we will have the word NetBoot over here in our sidebar.
06:42I am going to close this window in the background just to make things a little
06:45bit cleaner here for us.
06:46All right so our gear stops spinning.
06:50I am going to click on NetBoot.
06:52To start, we need to define a port over which NetBoot is going to function.
06:59I'm going to click on the primary Ethernet port and we also need to create a
07:03directory location for Images and for Client Data.
07:08Images is what's going to hold the NBI set.
07:10Client Data is what would hold shadow files.
07:13That's basically if you're going to be in a true NetBoot environment where
07:17client files need to be written back like cache files and such because these
07:21images are read-only.
07:23So we are going to hit Save.
07:25All right, so it's finished its configuration in the background.
07:30I'd like to click on Images just to point out that there is nothing here yet and
07:33we can't put anything into this interface.
07:36This is simply showing us everything that's located in the local NetBootSP0 folder.
07:42So back in the Finder we are going to go to the computers again.
07:44Now we'll hit Server.
07:46I am going to go into column view here so you can see this pathway more easily,
07:49going to go to Server HD > Library, I am going to scroll all the way down and
07:54now you see it, there is NetBoot and NetBootSP0.
07:58This is the folder where we are going to put our NBI set.
08:01I am going to hit Command+H, temporarily hiding our Server Admin application and
08:08I am going to drag NetInstall over into the NetBootSP0 folder.
08:13Of course this is in a folder that requires an administrator level of access to
08:17modify so we must authenticate.
08:19I tap the Authenticate button and type-in my password.
08:23Now that I've authenticated, it allows me to send this thing right over here.
08:29We have our NBI set in place.
08:31Now let's go back to Server Admin, click around a little bit, let it refresh its interface.
08:37As soon as our gear stops spinning, we should see the image that we just placed
08:42in the NetBootSP0 folder, pop up and up here and make itself available for us to enable it.
08:50Clicking Enable, I then can click Save.
08:54Now this is the first time I've been in a position where I can click the Start
08:58button on the NetBoot service.
09:00I click the Start button, we get a green indicator like next to NetBoot.
09:06We should be all started up.
09:08I'm going to quit Server Admin.
09:10I'm going to do my mission control thing and flip back over my client system
09:15and I'd just like to show you what it looks like when we've got a NetBoot set on your network.
09:19On the client I am going to go to the Apple and pull down to System Preferences.
09:22I am going to go to the Startup Disk System Preference and it may take a couple
09:29seconds, but eventually you're going to see your existing Startup Disk and
09:33that's perfectly normal, but what you'll also see is a new icon, a globe with a
09:38green arrow on it pointing down and this is the icon for a NetInstall set.
09:43In the yellow box, it tells you the name of the volume that's the name that you
09:47created and it also tells you the version.
09:50This is exactly how you would get in to your NetBoot set.
09:54You can select it right here in the Startup Disk, Preference Pane and click
09:57Restart right there.
09:58Of course that's only one way to get into a NetInstall set.
10:02Another way you can do it is at the Startup screen and in our next movie, we'll
10:06show you how to do that.
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Installing the Lion client from your NetInstall image
00:00So I mentioned that there is more than one way to do a NetBoot and to do a
00:05NetInstall and this is the second way.
00:07What we've done here is we have booted a Mac Mini.
00:12This is one of the aluminum -bodied Core 2 Duo models.
00:15This system is going to work just fine with our NBI set because this system is
00:21from right around the same time as the system where we created the NBI set.
00:25This NBI set for example would not boot one of the brand-new Mac Minis because
00:31the brand-new Mac Mini is shipped with a slightly different build number of Lion
00:35than the one that's available through the App store.
00:37So that would create an incompatibility and you need to watch that sort of thing
00:41whenever you're creating NetBoot sets because the operating system in the
00:46NetBoot has to support the hardware you are trying to boot on and the new
00:50hardware won't be bootable on older software.
00:54It's just a general rule of the trade.
00:55So we are going to select our NetBoot set right here.
00:58You can tell the difference because we've got our Macintosh HD volume right here
01:02and this one has got a great big globe over it.
01:05It looks like a network volume.
01:07It's a very good graphic.
01:08So we'll click the little arrow button right below it.
01:11Therefore, just a second you had a little rotating globe right underneath the apple.
01:15That tells you that it's found what it needs to get started booting on the
01:20network and very, very soon we are going to flip over into a screen that will
01:25give us the Installer screen.
01:26Now remember, we created a NetInstall set not a NetBoot set and not a NetRestore set.
01:34So these are going to look slightly different, but here is our Installer screen
01:37and it's available to us here while booted from the network.
01:40This is a fairly unique and cool thing, and we go directly into our
01:45Installer which gives us our restore from Time Machine option, our Reinstall Mac OS X option.
01:52We can open up Safari now in this screen and go to get some online help in
01:56Safari, because at this level we've got a DHCP address, we should be able to
02:01route to the Internet, so why not have Safari there.
02:04That makes a lot of sense.
02:05We also have the ability to get into Disk Utility.
02:08If we want to get into Disk Utility right before we start our installation we
02:11could do all sorts of things like erase our volume, maybe reformat it, maybe
02:15create additional partitions, maybe if we had multiple drives we could even
02:19mirror them or stripe them together into a ray.
02:22Disk Utility gives us the ability to do all of those things.
02:25Another thing that we get from this menu if you look at the menu up here we have
02:29our Firmware Password Utility which allows us to set a Firmware Password, this
02:34will make sure that people put in a password right at boot time so that they
02:39can't use startup key modifiers like the one that we just used.
02:42We got into that Startup Manager screen by holding down our Option key.
02:46If we wanted people not to be able to do that all we'd have to do is set a
02:50Firmware Password and it would block them from getting into their own installers
02:54or their own external hard drives that might be bootable.
02:57We can also run the Network Utility to troubleshoot any networking problems we
03:00might have and of course the old standby we can get into Terminal and we can run
03:05a whole raft of amazing terminal applications.
03:07So now that we know of all the options that are available to us here, all the
03:11way down to Terminal, let's just go into Disk Utility really briefly here.
03:15I want to show this to you.
03:17A good practice, if you're on a new system and you want to just get your
03:21operating system nice and clean down there you want to start off with a clean
03:25slate, you want to start with a blank hard drive, and one really easy way to do
03:28that is just to come in here and either select the device or the volume and come
03:33over here to the Erase tab.
03:35If you click on Erase, make sure that you're setting it up to be journaled
03:38unless this wouldn't be the case here because we are doing a NetInstall of
03:43client, but if you are installing server and you planned on having a Web server
03:47on your system, it would be a good idea to install case-sensitivity because that
03:51would support certain features in Apache really, really nicely.
03:55But that's not the case here.
03:56We're doing a plain old Mac OS Extended Journaled file system just the baseline
04:01requirement for Lion and we are going to click Erase.
04:06That erases the internal hard drive and gives us a brand-new volume that we can install onto.
04:12So that's going to be really nice and clean.
04:15So we are done with Disk Utility, let's click Reinstall Mac OS X and click
04:18Continue, and we'll click Continue here and Agree and Agree again.
04:24We'll select the internal hard drive that we just erased and we'll click
04:29the Install button.
04:31And this is going to take a little while because after all we are installing a
04:34brand-new operating system.
04:35But what's interesting about this is we are doing it over the network from
04:40our Mac OS X server.
04:43After the initial restart in the middle of the NetInstall process you will be
04:46rolled to another screen where it continues to install MacOS X on the
04:51internal hard drive.
04:52This part of the process will take a little bit longer than the previous part,
04:55but once it's done that you'll have the opportunity to restart into Lion and
04:59start using your newly installed operating system.
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16. Using Lion Server Services with iOS Devices
Enrolling devices for autoconfiguration
00:00Configuring an iOS device to connect up to OS X server's services is much easier
00:06now in Lion than it was in previous versions.
00:09To do so all we're going to do is download a configuration profile that's going
00:14to configure everything for us.
00:16This is something that we can only do with Lion Server.
00:19So this is a great advantage to using Lion Server in your environment.
00:23Let's start by clicking the Home button on our iPad.
00:26We are going to unlock it, then we are going to go to Settings and I am going
00:30to just show you that we currently in Mail, Contacts and Calendars have no accounts.
00:36in General we have no profiles.
00:37We're at a basically standard configuration.
00:40I hit the Home button again to go back to the Home screen and I'm going to go Safari.
00:46When I get into Safari I'm just going to get on our wireless network, logging on
00:51to the wireless network, we'll now require us to enter a Username and Password
00:54because we have that enabled on our Airport Extreme Base Station.
00:57I am using paige for our example and then tap join.
01:02That gets us on except the certificate and you are in.
01:06So when you see the Wi-Fi symbol active in the upper left-hand corner of the
01:10screen you know you're on your wireless network.
01:12You see a checkmark next to the network that you're on.
01:15Remember, if you're on a different network other than your own, none of this is going to work.
01:21Tap the Home key, now we are going to go back to Safari and once in Safari
01:25we're going to enter the name of our server followed by a slash followed by My Devices.
01:34When you have all of that in and you've checked your spelling, tap Go.
01:37It will ask you to authenticate.
01:39I am going to authenticate as paige and tap Log In.
01:44When logged in you'll note that this is a familiar interface for us.
01:48We see that we have not yet enrolled this device, but we can still download our profiles.
01:54And here you see the settings for every one profile.
01:56You can Show Contents and it will show you that you have a CardDAV
01:59configuration, a CalDAV configuration, that's your address book and your
02:03calendar, iChat, iMAP, and VPN settings all in this Settings for Everyone set.
02:09I am going to tap Install.
02:12It's going to ask me to install, tap Install now.
02:15Enter your password for the VPN account page.
02:18So this is specifically for the VPN portion of this configuration profile, hit Next.
02:24Again it's asking for your Password.
02:26This would be different if you were on different servers.
02:28But since all of your services are on one server, it's going to be the
02:31same password for each.
02:34Once again tap Next and one more time.
02:41When you go through your last one, your settings will all be accepted into the
02:46iPad and we click done, all right.
02:50So the last thing I want to do here before I leave is I want to install our Trust Profile.
02:55Tap Install, tap Done.
02:58Now, we're finished with the Profiles area.
03:00Let's go over to devices.
03:02Before we leave this area since we're already here it's very convenient at this
03:06point to enroll this iPad as a device for management on our system.
03:10Let's tap Enroll, again Install, Install Now, Install one more time and Done.
03:19Now, if we need to we can always come back to this My Devices area and we can
03:23Lock or remote Wipe or Clear a Passcode on this specific device and we can do
03:28this from any device that we go to this website on as long as we're logged in as
03:32the current user or the system administrator.
03:35So, we are going to tap Logout, tap the Home button again and now let's go here
03:41to Settings and we'll take a look at what we've accomplished.
03:44We have settings for everyone.
03:46The Trust Profile for Groundswell Gear, our Remote Management profile, all of
03:50these things are here and we can look using More Details at the details for each of them.
03:56All of that was easily installed by just a few taps on a website.
04:00If we go to Mail, Contacts and Calendars you can see our accounts have all been set up.
04:05We have Mail, Calendar and Address Book.
04:07If I tap the Home button again and I go to the Mail, here are the e-mail
04:13messages that we've been sending back and forth throughout this course.
04:16There is a message from Justin to Paige and another and another.
04:20So you can see just how quickly and easily that works.
04:24We didn't really have to do much more than tap a few buttons and to enter our
04:27Password a few times.
04:29So that's how easy it is to set up profiles and set up your settings on an iOS device.
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File sharing in Pages
00:00When an iOS device is file sharing with a Mac OS X Server, it's very likely
00:06going to be doing so with one of the applications or apps in the iWork package
00:12and that's going to be pages or keynote or numbers and they all do their file
00:16sharing in very much the same way.
00:18So what we've chosen to do here is we're going to show you how to do this in Pages.
00:23So I am going to tap on the Pages app which I've downloaded from the App store.
00:28As soon as you do you'll see that you get into this document that says Tap to
00:31Get Started with Pages.
00:33It's sort of a template document on how to use the Pages application.
00:37If I tap the plus button in the upper corner here I can create a new document
00:42and it will ask me to choose from a long list of available templates.
00:47So if I just choose something, let's just say this recipe for example, it will
00:51open it up and I can create and edit and change this as I like.
00:55I am just going to leave it with what it's got because the point of what we're
00:58showing here is how to then save this someplace else, because if I tap on
01:02documents it's automatically saved here within the Pages application on my iPad.
01:08But if I wanted to actually save that to the server I can do so by being within
01:13the document, tapping on the Wrench button and then tapping on Share and Print.
01:19If I tap Copy to WebDAV, it will ask me for a Server Address, a Username and a Password.
01:25Now this is where this gets a little complicated, but after you've done this
01:29once, you really won't have to worry about it too much, because it will be
01:33automatically saved for you.
01:35So, first we put in https because we do have a secure connection to our server.
01:42Then we type :// and we type the fully qualified domain name of our server.
01:48And following the .com we type a slash and then the most important part WebDAV.
01:53Once that's done, all we have to do is put in a Username and a Password, I am
01:58going to Log In as Justin.
02:00Once I am finished typing the Username and Password, I can tap Sign In.
02:04It will then ask me what format, I want to save the document in.
02:08If I'm happy with the Pages format, because I'm continuing to work on this in
02:12pages or maybe my colleagues also have Pages, I simply tap Pages.
02:16Then I am asked where I'd like to save it, note that at the top it says
02:20server.groundswellgear.com, so we know we're on our server and it's also
02:24providing us with links to Justin's home folder, because we're logged in as
02:28Justin and we have his network home folder configured properly.
02:31We also have links to the Users folder and to the Groups folder and that's based
02:35on the permissions that we have set in server app.
02:38I'm going to go to the Groups folder, into Workgroup and I'm going to tap Copy.
02:44And it just puts it there.
02:45Now, let's say somehow, I managed to delete that document or maybe I'm accessing
02:51this from an entirely different iPad, I am going to tap Done.
02:54So I have just deleted the document.
02:56If I hit the plus sign and instead of creating a new document I tap WebDAV,
03:01because I've already entered my server's information, Pages is remembering it
03:05for me and I can navigate through Groups to Workgroup and there's my recipe.
03:11If I tap on it, Pages will open it up, download it from the server and now I can
03:15tap on it and I can work on it.
03:17It's now stored locally on my iPad once again.
03:20You can access these shares in similar ways or through AFP from a Mac and you
03:25can access the share from SMB on a Windows machine.
03:27However, if you are using a Windows machine, obviously you'll probably want to
03:30save the document out as a Word document or as a PDF. So, that's it.
03:35That's how you connect up to your file share using your iPad.
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Browsing a wiki
00:00The iPad is a fantastic device to browse media and it should be no different
00:05when it's browsing Mac OS X Server.
00:08So let's open up Safari and let's go to our website.
00:11So all you have to do is type in the URL for your site and it's going to pull
00:15up the main webpage.
00:17To get your Wiki, all you'd have to do is tap on the URL field, tap right at the
00:22end and type the word Wiki.
00:25You could also set up a link on your front page if you wanted to, but if you tap
00:28Go, it will go straight to the Wiki page.
00:31Now it won't make you authenticate automatically.
00:34You can tap on this little lock up here and put in your Username.
00:38I am actually going to Log In as Paige and I am going to tap Log In.
00:43Now when logged in as Paige, it's not going to change anything I look at right
00:47off the bat, but it will affect the permissions I have to access different media
00:52as I navigate around the Wiki.
00:53So, if I come here and I go to My Page, because I'm logged in as page, I am
00:58going to go to Paige's, My Page interface.
01:01If I tap on the Home button again, and I go on Updates, it'll get the updates
01:05the page has the ability to see based on her permissions.
01:09I tap on the Home button again, I go to Wikis, similarly it will only show me
01:13the Wiki that she has access to.
01:15If I tap on the Wikis name, it takes me to the Wiki.
01:20So we can tap on documents and see any documents that are attached to the Wiki.
01:24So for example, if I tap on surfing right here, we go back to the main page
01:27for the surfing Wiki.
01:29If I tap on Calendars, we'll point out here that calendars are currently not
01:33supported in Mobile Safari.
01:35Mobile Safari is the version of Safari that's running on the iPad, with the
01:38iPhone and the iPod Touch.
01:39If I tap on More, I can go to the blog.
01:42There are no entries found.
01:44I'd like to point out one other thing.
01:47As I navigate around, notice, there's no plus button, there is no pencil button
01:52and there's no minus button.
01:54I don't have the ability to edit in Mobile Safari in anything prior to iOS 5.
02:01Now at the time that we are recording this title, iOS 5 has not yet been released.
02:07It should be released in the fall of 2011.
02:11After it's released we will publicly know what is or is not possible here and
02:16these features may and probably will change, though we don't know exactly how
02:21until they come up with the final release.
02:23So, if you have an iOS 5 device and you're looking at this and you're seeing
02:27something slightly different, don't be alarmed it's probably completely normal.
02:31Pay attention to the Home bar, use the Home bar to navigate around the site
02:37that's designed to make it very, very easy to navigate through the site, even if
02:41you're here and a Mobile Safari environment where you're tapping on the
02:44interface rather than clicking and typing.
02:47So that's navigating the Wiki in iOS.
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17. Accessing Your Lion Server from Other Devices
Using Snow Leopard to connect to file sharing and collaboration services and mail
00:00If you happen to be in an environment where Lion is not the only operating
00:05system you're working with, which is pretty likely, you're probably going to have some mix.
00:10Maybe even some Windows devices that you need to connect up to your Mac OS X Server.
00:15In this chapter, we're going to talk about how to do that and we're going to
00:17start off in this movie by showing you how to connect your Snow Leopard devices
00:23up to your Lion Server.
00:24So we're going to start by simply showing connecting to a server via file sharing.
00:30So we go the Go menu, we pull down to Connect to Server.
00:34We can also do that by tapping the Command key on the keyboard and the K key, so
00:39Command+K is also Connect to Server.
00:41And we can just type afp:// and type the fully qualified domain name of our server.
00:47Hit Connect.
00:48It goes out to our server, makes a connection.
00:51So we authenticate with a username and password, I'm going to go in here as justin.
00:55Hit Connect and it gives us access to all of the different folders that we have access to.
01:01I'm just going to select Justin's home folder here.
01:04And here we can see the things that we've put into Justin's home folder. All right!
01:10So that's a pretty simple connection.
01:12If I want to, I can always take Justin's folder here and I can drag it down to the Dock.
01:17Now if I drag it over the Eject button, it'll disconnect me from the server.
01:21But if I drag it over a little bit and just drop it into that space, it gives
01:24me a nice little link to Justin's home folder right there in the Dock, right on the network.
01:30Okay, so that's one way.
01:32I'm going to click on this and hit Command +E to eject it, and now I'm disconnected.
01:37You see now it shows up as a little share point and if I click on it, it just
01:41asks me to authenticate.
01:43And because it was authenticated first time with justin, it asks me to
01:47authenticate with his username again. All right!
01:49So that's pretty easy, lot of fun there.
01:51So let's talk about Address Book next.
01:53I'm going to go to our Applications folder and going to go to Address Book and
01:57we'll double-click on Address Book right here.
02:00Now the last time we logged into Address Book, I believe we did so as paige.
02:04So let's do that again over here, click on Preferences, go to Accounts, hit the
02:10plus button down here, select CardDAV as the type of account you're creating,
02:15and just use the username, I'm using paige, put in a password and the server
02:20address, and click on Create.
02:23Once you do, you can select how often you're going to refresh contacts.
02:28Over here under Server Settings, I recommend you leave all of these server
02:31settings alone, but you can certainly look at them, see the port number that's
02:34being used, whether or not SSL is in use, that sort of thing.
02:38I'm going to close that.
02:39And here you can see, right down here, I've got Paige's personal
02:44on-server address book. That's fantastic!
02:46Now a note here and this is something that you might be interested in doing, if
02:50you want one shared address book for everyone, you'd want to actually create a
02:55new user account named address shared or something like that inside of Server
03:00app and then have everybody access that one address book. Just a little tip.
03:04All right!
03:04I'm going to quit Address Book and now we're going to go into iCal.
03:09Back to the Applications folder, down to the iCal application, and here we are in iCal.
03:17If we go to iCal Preferences, go to Accounts, click the plus button, select
03:23CalDAV from the menu, put in a username.
03:26I'm going to use justin again, and put in a Server address, then we'll click Create.
03:34It goes out, it finds that Justin is there.
03:38You can again select how frequently you're going to refresh
03:40calendar information.
03:42I like to select five minutes, but 15 is fine. It's the default.
03:45You can do whichever you like.
03:47it's just a preference.
03:48You can change your Description field if you like.
03:50If you don't want it to say that full name there, we can just say Justin's
03:55Server Calendar for example.
03:58You can set your Server Settings here.
04:00Same thing is over in the Address Book area.
04:02You probably don't want to mess with these settings, but over here in
04:05Delegation, you can see those people who have given you access to their calendar.
04:09So for example, Paige has allowed me to see her calendar and Tom has allowed me
04:14to see his and I've also got visibility on the Front Conference Room.
04:17I can click the Edit button here and I can control who is or who is not allowed
04:22to write into my calendar.
04:23For example, if I wanted to add Tom here, I can do that.
04:27And this is all supported.
04:28This isn't going to break just because we're going between Snow Leopard and Lion.
04:32This will work just fine.
04:34And over here in iCal, you can see I've got all of my delegate calendars and
04:38there's that Lunch appointment we had scheduled, so we know that this is working just fine.
04:42All right! So that's iCal.
04:44Let's quit out of this.
04:45Next I want to show you Mail.
04:47Let's go back to our Applications folder, scroll down to the Mail program, we'll
04:52double-click on that and we'll just go through the setup process here.
04:55So I'm going to go and put in Justin's name here and I'm just going to put in
05:00his Email address and his Password.
05:05We'll click Continue.
05:06The system will go out and search and find his account.
05:09We're going to select IMAP here just because I want to keep all of his mail on
05:13the server and the Incoming Mail Server address and we'll click Continue again.
05:19And we'll put in a brief description and the server's name here.
05:26Outgoing Mail Server has to be the fully qualified domain name of that server
05:30and we definitely want to use authentication to do it.
05:33Click Continue, the system will want to take the account online, go ahead and
05:36let it, click Create, and here we go!
05:39And because we're using IMAP, it doesn't matter that we're on a new system. It's just fine.
05:45It's going to find that mail in that mailbox.
05:47Now it seems like Mail thinks that this is junk, so this is the first time we've
05:51opened up Snow Leopard's Mail.
05:52We're going to have to do some training on Snow Leopard's Mail in order to get
05:56it to know what is and what isn't junk.
05:57To do that you just click Not Junk and it'll go away, and over time it will
06:01learn what is and what is not junk. All right!
06:04So that's Mail.
06:05Now I'd like to show you iChat.
06:07So let's quit Mail right now and let's go back to our Applications folder and
06:13let's come over here and find our iChat application.
06:18I'm going to close that Finder window.
06:20So we're just going to walk through the process of setting it up.
06:23There's a really nice configuration setup assistant here.
06:26So let's just click Continue, pull down on this menu to Jabber, so Account Type
06:32is going to be Jabber.
06:33I'm going to use the justin account, but you could use any account you want
06:37that's set up on the server.
06:38And if you flip this down, you can see here you have lots of server options.
06:42We don't need to fill these out so long as we do this,
06:45justin@server.groundswellgear.com.
06:51And remember that thing about those extra DNS records we had set up in order to
06:56make it so you wouldn't have to put in server in this section.
06:59I think it's just as easy to just add server here.
07:01It's not going to hurt a darn thing, so let's click Continue and Done and
07:06it logs us right in.
07:07And you can see we already know that we've got a buddy, remember we had tom there.
07:11tom is in there as our buddy on the server, so it doesn't matter that we're now
07:16connecting from Snow Leopard.
07:17The fact that we already connected from Lion and we also already connected from
07:21our iOS device means that he's in there and the relationship is all set up.
07:25So those are all of the connection types I wanted to show you from Snow Leopard.
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Using Windows 7 to connect for file sharing
00:00If you have Windows machines on your network, you'll probably want to connect to
00:04file sharing from them.
00:04So we wanted to show you the specific steps you need to take to make
00:08that connection happen.
00:10They're very, very specific, so please do this exactly as we do it.
00:14If you vary your technique you'll probably fail.
00:17So we are going to start with the Start bar and we are going to click on the
00:19Start menu and go to Computer.
00:21Next, we are going to click on Map Network Drive in the toolbar. We'll map a drive.
00:28It doesn't matter what letter you select and we'll type \\ and then in all
00:33capitals whatever the first part of your server's fully qualified domain name
00:40happens to be on your server.
00:43Our server is server.groundswellgear. com, so for us we're just typing in
00:49all capitals, SERVER.
00:51If your fully qualified domain name was mini.myserver.com then yours would be mini.
01:00All right, so we are typing in \\SERVER, another backslash and then the name of
01:07the SharePoint you want to connect to.
01:09I'm going to connect to Justin's Home folder, but I could connect to any other
01:14SharePoint on the server.
01:15Select Reconnect at logon and select Connect using different credentials.
01:21This allows you to use different credentials than you used to log into
01:24your local account. Click Finish.
01:28Come up here, if you've done this before it will say the correct thing above and
01:33you'll just have to put in your Password.
01:35If you want to do this completely from scratch, you'll type in all uppercase the
01:40name of your server.
01:41Keep in mind, there is no slash at the beginning there, so we are starting with
01:45the first letter of your server's name.
01:48At the end of that type a slash and you'll notice that right down here at the
01:52bottom where it says Domain, it says SERVER.
01:54This is basically saying, hey I am going to enter the User account that's on the
01:58SERVER, use that server's username and password to authenticate.
02:03I'm using Justin and I'll put in Justin's Password, click Remember my
02:08credentials and click OK.
02:10As soon as you do you should notice that you're able to get onto that SharePoint.
02:15Let's show what it looks like to connect up to another SharePoint.
02:18Here you can see in our Network Location, we have that shared drive available to us now.
02:23Click Map a network drive, choose another letter \\, your server's first name in
02:29all caps, another slash and now a different SharePoint.
02:34Connect using different credentials again, Finish.
02:37This time you should be able to just put in the Password and Remember my credentials.
02:43Okay and there you go, and here's our workgroup and there is our Recipe.pages
02:48file that we put in whenever we run our iOS device.
02:51So, that's how you map a network drive from Windows and remember we're on
02:56Windows 7 Professional here over to a Lion Server.
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18. Troubleshooting
Troubleshooting file sharing
00:01In this movie we're going to troubleshoot file sharing.
00:03First we're going to verify file system Permissions with a Command Line command
00:08called ls or just list.
00:10To start we're going to login, and as soon as we login we're going to connect
00:16up to our Terminal application and when we get into Terminal, I am just going
00:21to type clear so we can clear up the screen here and I am going to make this nice and big.
00:24So here we are.
00:25We are going to do a man entry on ls.
00:28So man is just short for manual.
00:30It's going to give us the manual on the ls command and ls just stands for list
00:35and you can see you've got a whole bunch of things that you can add to ls to
00:40give it additional functionality.
00:41We call this flags or switches.
00:45You can see there are a lot of them.
00:46We can list all entries, we can list directories, we can list things in
00:51human readable format.
00:53Back up here, you see here -e prints Access Control Lists.
00:57So there's a lot of functionality to be found here.
01:00Let's hit q, q gets you to out of a man page.
01:03I am going to type ls -Flaeh and this is going to give you a whole raft
01:10of different things.
01:11I've been using this one for a long time.
01:13You basically are listing everything, you're listing human readable, you're
01:16listing Access Control Lists.
01:18So you can see a whole bunch.
01:19So I am going to go to /Users and I am just going to list the contents of that
01:24directory and here you can see I've got some stuff here that's a directory,
01:29you've got a couple of things that are folders here, we've got Shared, we've got
01:33Justin's Home folder, we got some POSIX permissions.
01:36But we've also got ACL's down here and you can find really interesting problems
01:42that are listed as ACL entries sometimes, sometimes you've got inheritance
01:47where you didn't expect it, sometimes you've got read or write access where you
01:50didn't expect to find it.
01:51I am also going to show you a different thing.
01:54Let's type clear again, get back up to the top.
01:56Okay, so I am going to cd into the second internal hard drive on our Mac mini
02:00server, this is Macintosh HD and I am going to just do a straight ls on that,
02:04and that tells me what we've got there.
02:05If I type ls -Fla that shows me sort of everything here, including things that
02:12are invisible because they have a Period in front of them in their filename.
02:15Just to give you a brief explanation of what's being shown here, on this column
02:18over here you've got POSIX permissions, the d stands for directory, the rwx
02:23stand for read write and execute and these three sections are owner, group and
02:29anybody else that connects up.
02:31This is the user that owns the file or folder.
02:33this is the group that owns the file or folder.
02:36Dates modified and then the name and whether or not it's got a directory or it's just a file.
02:41So these are all directories, Shared Items, Sales and ODArchive, and because I
02:46haven't typed the e I don't know if there are any Access Control Lists on this.
02:49So I am going to hit the Up Arrow, I am going to type in e after what I just
02:54put in there ad I am going to hit Return again, and that's the same command
02:57listing the same stuff, but this time look at all the additional stuff I've got down here.
03:02I've got all of this access control list entry stuff going on, and these are
03:06really, really important.
03:07If I break these, that's going to break my file sharing to a larger degree, right?
03:12There are bunch of things here.
03:13Spotlight has access because it needs to do spotlight, searches on files for the
03:17network, and you've got the group:
03:18sales that's allowed a whole bunch of stuff here. You've got a user:
03:21paige that's allowed a whole bunch of stuff here.
03:23But if you ever gets the point where your ACLs are not working the way you
03:27expect them to, if they're just downright broken and you want to go back to scratch.
03:32You want to turn off file sharing, you want to go back to no permissions or no
03:36ACLs at least on these files at all, there's a command that will let you do
03:40that and this is the last thing I am going to show you to troubleshoot your
03:42file sharing problems.
03:43This is going to be sudo, this is just issuing command as if you were the root
03:47user, chmod, which is change modify permissions.
03:50We're going to just type chmod -R which means recursive and N, which basically
03:56you can think of it as mean no ACLs and then you type the path to the folder.
04:01So if we were going to go Volumes and I am hitting Tab here to
04:04auto-complete once I've got the first few letters and Macintosh HD, again I
04:08tabbed to auto-complete.
04:09You can see here where there is a space in the filename and that's just a
04:12backward slash that's escaping it.
04:15And I could just hit Return right here and that would clear all of the ACLs on
04:19that entire hard drive.
04:20It's like setting off a little bomb inside the drive, right.
04:23This is those ACL permissions will be wiped out.
04:26Now I don't want to do that here because I don't need to fix the permissions in that area.
04:30In fact, if I remove my ACLs, a whole bunch of things are going to break.
04:33So don't just do this willy-nilly, but be aware that if you've got a problem
04:37that has to do with your Access Control Lists, you can clear them out using that command.
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Configuring Software Update Server without using Profiles
00:01Let's say just for the sake of argument that you're not actually doing profiles.
00:06Even though we showed you how easy it is, there might be an occasion, maybe on a
00:09Snow Leopard system or an older Leopard system, where you need to do software
00:14update, but you don't have the ability or the desire to use the built-in
00:18management tools in Lion.
00:20Well, there's a way to manually do it and I'm going to show it to you now.
00:24It's going to require that we go into the Terminal application which is in the
00:27Utilities folder inside of your Applications folder.
00:30We're going to open Terminal and I'm going to type clear in order to get the
00:34screen emptied out and I'm going to make it a little bit bigger so we can see
00:37better what we're doing.
00:39Now I am going to type a long string of text and then I'm going to explain to
00:45you what that string of text does.
00:47We're going to start with the word sudo and we'll go from there.
00:52Let's talk about what this is and what it's going to do.
00:55sudo is what we type when we want to issue a command as the root user.
01:00This gives us the root capability without actually logging us into the root account.
01:06defaults is a command that writes a preference into a preference file or reads
01:12from a preference file so that you can change or read what's going on inside of a preference.
01:17write is the flag we use to write.
01:20And the Library/Preferences is the location where this preference file is, and
01:26com.apple.SoftwareUpdate is the pertinent part of the preference file name.
01:32If you were to go and read the preference file later on, it would be
01:35com.apple.SoftwareUpdate.plist.
01:37That's followed by the words CatalogURL.
01:39There is no space between here.
01:42It wrapped on the line, but you should be aware that it's capital C and then
01:46lowercase atalog, capital U, capital R, capital L followed by another space, and
01:53then the rest of this is all the URL that leads us to the software update
01:58catalog on our software update server.
02:00So we start off with http and then we move on to :// and then we put in the
02:04fully qualified domain name of our server, :8088.
02:09That sends it to port 8088 which is where the software update service needs to look.
02:13We could then follow that with a slash and then we're going to type this very
02:16long sucatalog name, index-lion- snowleopard-leopard.merged-1.sucatalog.
02:24And that will find the correct catalog to give all updates for any client that
02:29you might be going with.
02:31This is going to be Lion, Snow Leopard or a Leopard, all we have to do at this
02:34point is hit Return, type in our Password and we're good.
02:39So that is how you get the client configured to check for software updates from the server.
02:45And then we can prove that that worked by going to the Apple, go to Software
02:49Update, it will check for new software, and you'll see in the next screen that
02:53comes up, it will list the name of our server instead of just a blank bar at
02:58the top of the screen.
02:59Don't be alarmed if this process takes a little bit of time, and here we are.
03:03So when you run Software Update, it will say Software Update and in parenthesis
03:07it will say the name of your server.
03:10If we show our Details, it will show us hey, look at this.
03:12There's a Printer Software Update that just came out.
03:15All I have to do to install it is click Install 1 Item.
03:18It will download the installation.
03:19Look at how fast that comes down.
03:21That's 100 Megabytes almost of stuff that just came down in the blink of an eye.
03:25The rest of the process is installing those files and that will take as long as
03:30it normally would take.
03:31But as you can see, that process goes much, much faster than it would if you
03:36were connecting up to Apple's software update servers on the Internet.
03:39If you make this change to your system and your system is mobile, if it's
03:43moving around a lot, then you'll find that when you're not connected to your
03:47network or when your system can't find your server then it won't be able to
03:52contact any software update server and so it won't be able to complete a
03:55software update process.
03:57So you're only going to want to do this on machines that you want to only update
04:01their software through your server.
04:03When this is finished, we're going to move over to the server screen and I'm
04:07going to show you how to start this service without even needing to download the
04:11advanced server tools.
04:15Okay, so now it's going to check for new software.
04:18It's just completed our previous installation.
04:20And when it finds that there is nothing left to install, it will allow us to move on.
04:25I'm going to leave this running in the background and switch over to our server
04:29screen so I can show you the next process.
04:31Now that we're over on the server, I'm going to open up the Terminal
04:34application, here I want to issue sudo -s and I'm going to enter my password.
04:40If it doesn't ask you for your password, it's only because you've entered the
04:43sudo password in the last five minutes.
04:45It holds it for five minutes and then it will ask you for it again after if you
04:49let that five minutes expire.
04:51When you type sudo -s, it will probably ask you for your password.
04:55It's not asking me for my password because I've already authenticated with sudo
04:59in the last five minutes.
05:01sudo has a five-minute timer, and once that expires it will ask you
05:05to re-authenticate.
05:06So let's get started with the command.
05:08serveradmin is the command line equivalent to the Server Admin program that
05:12you've seen inside of the Server folder.
05:14This was part of the advanced server administration tools that we
05:17downloaded separately.
05:19So if we run serveradmin, we can do a whole bunch of cool stuff with our
05:22services without having to actually download those extra tools.
05:26This is actually part of our server installation whether we download those
05:30additional tools or not.
05:32If we wanted to, for example, stop our software update service, all we would
05:35have to do is type serveradmin stop swupdate.
05:42Hit Return and it tells us that it's stopped and it gives us a little log about
05:45what's going on with it.
05:46If I wanted to start it, I can hit the Up Arrow to get the last command that
05:50I typed, back up here, type start, hit Return, and it starts it up and tells
05:57us that it's running.
05:58So I can start and I can stop services relatively easily.
06:01One last thing I wanted to tell you about software update, you'll notice
06:04right here it says that our update documents root is in
06:07/var/db/softwareupdate or swupd.
06:10That directory can sometimes get blown up.
06:14It can get just completely out of whack.
06:16If the software update engine starts downloading more updates than it should,
06:20you may find that it grows enormous.
06:22Anything more than say 15, 16, certainly no more than 20 Gigabytes, would
06:27be way, way too big.
06:29And if it grows large enough that it fills up your entire boot volume, it
06:32could crash your server.
06:33So if you find that you're running out of disk space on your boot volume and you
06:37have no idea why, this is a great place to go and check, but then when do you do
06:41about it if there's a problem?
06:42Well, that's actually quite easy.
06:44Remember, we've already typed sudo because we're in this sudo -s environment, so
06:48we don't need to type that.
06:50But we would want to type rm.
06:53rm is the remove command, and if we type a -R after it, so it's rm -R space, and
07:02then we type /var/db/swupd.
07:08If we were to remove the entire thing, I'm not going to issue this command now
07:11because we want to keep our software update, it's completely fine, but if yours
07:17was broken, if you had a catalog that was just out of control, you could get
07:20into sudo, type rm -R, space, and the path to the swupd directory.
07:26Hit Return and it would delete the entire thing.
07:29Of course, before you do this, you would want to issue the serveradmin stop swupdate.
07:36Then you would issue your rm command, and once that was finished, you would
07:40issue your serveradmin start swupdate and it would start downloading your
07:44catalog all over again.
07:46So this is just a couple of really cool tricks and tips that you can do with the
07:50software update service on Lion Server.
Collapse this transcript
Enabling PPTP VPN for older clients
00:00The VPN software that you set up when you enable VPN in the server app enables
00:05something called L2TP over IPSec VPN.
00:09Now this is a very powerful, very good VPN solution.
00:13It has grade encryption. It's very secure.
00:17I highly recommend it.
00:19But it's not going to work in every case.
00:21Sometimes you're going to need to enable PPTP VPN in order to be compatible with
00:27older Windows clients or maybe to get around firewalls that won't let you get
00:32your L2TP over IPSec connection through.
00:34So we're going to talk in this movie about how to enable PPTP VPN without having
00:42to get into a graphic user interface, because Apple has removed it.
00:46So there's something called PPTP VPN.
00:49It's just a different type of protocol.
00:51And it is possible on Lion Server, but you can't do it in any graphic app at all.
00:57It's all got to be done at the Command Line.
01:00And while that's difficult, I do want to at least show you how to do it, and
01:04we're going to do it in kind of the longhand way of doing it and I am going to
01:08show you what that is.
01:10So I am just going to swipe over to my server and using our Lion screen sharing
01:14thing here, and what we're going to do first is go to Utilities and we're going
01:18to go into the Terminal application, and just typed t-e-r after hitting
01:23Command+Shift+U and Command+O will open up that application, just fine.
01:28I am going to type a few things here.
01:30So sudo -s because I want this whole session to be done as root that we've done
01:36before and I'm going to get my little cheat sheet here.
01:41I've got a sheet filled with parameters for the VPN server that need to be added
01:45in using the serveradmin settings capabilities here in the Command Line.
01:51So what we are going to going to do is we are going to type serveradmin settings
01:56and then we're just going to copy a line.
01:58It's just going to be vpn:Servers because we're providing settings to the server
02:03admin application for the VPN service.
02:05It's basically how that works.
02:07And we are just going to copy and paste each of these in here because that is
02:11way easier than typing it all by hand.
02:16I am going to do several of these.
02:21We're going to include this file as an exercise file because even though you
02:26will probably never need to do any of this stuff again after you've entered it
02:29once, it can be very, very helpful to have this here, so that you can just copy
02:34and paste this stuff in here.
02:35It will save you a ton of typing.
02:37I am going to fast-forward to the point where we're finished.
02:39Okay, so we are finished.
02:41Now when we're done I am going to type serveradmin fullstatus vpn and what
02:47that's going to give us is a complete list of everything that's on our system.
02:51So here you can see all of our PPTP settings that are in here as a result of all
02:57of the stuff that we put in.
02:58So if we were on serveradmin stop vpn and then run serveradmin start vpn it's
03:10now running with our new PPTP settings, we should be able to connect up any
03:15Windows machine over PPTP to our VPN.
03:19All we would need to do at this point is forward the appropriate ports from our
03:24AirPort Extreme Base Station to our server so that PPTP VPN would be supported.
03:29To do that I'm going to show you the last thing I wanted to show you in this
03:33movie about PPTP VPN and I am going to do that over here on our client-side.
03:38So I am going to do my pinch, we are going to open up Safari and from Safari
03:42we're going to go to support.apple.com.
03:46From Apple support I am going to do a simple search on the words well known
03:51ports and you see the first hit whenever you type that and is Well Known TCP and
03:56UTP ports used by Apple.
03:58You can get to this from Apple support site from anywhere.
04:01it's of great page that Apple keeps updated frequently.
04:05I'll click on that there and here it is.
04:08And you can see that as we scroll down every single port number that Apple uses
04:13for their products to function is listed here.
04:15So to find the PPTP port numbers that I need to forward, it's very simple.
04:21If I type Command+F in my browser and I just type PPTP, it will take me straight
04:26to the ones I need to forward.
04:271723 over TCP will take PPTP through my firewall and it will take it through my
04:33router and it will get to my server.
04:36There are three matches for PPTP though.
04:40The third is down here where it has a note for a 10.3 VPN service using
04:44something called IP-GRE protocol or IP protocol 47.
04:49If you're on the type of firewall where you can enable or disable that, you'll
04:53need to make sure that that's routing through your firewall.
04:55Otherwise, don't worry about it because most devices handle that
04:59completely automatically.
05:01So I just wanted to show you that fantastic knowledge base article, again that's
05:05knowledge base TS1629.
Collapse this transcript
Viewing user and group information directly
00:00All right! So we are over here on our server and I wanted to show you how to read raw
00:05user and group data.
00:06This is more of a thing that you can do for fun than it is something that you're
00:10going to need to do for troubleshooting most of the time.
00:13If you're in a situation where you can't login or you think you can't access
00:17user information, some of this stuff might turn useful.
00:20But it's good just for the foundations of your knowledge to know where these things are.
00:23I am going to show you two ways to find user and group information.
00:27specifically we're going to navigate to Paige's user record inside of the directory.
00:32We are going to do that using dscl at the Command Line and then I am going to
00:35show you how to do the same thing in the directory Utility.
00:38So let's get started with dscl.
00:39I am already in a Terminal window and going to type sudo -s because I just want
00:44to be in a sudo session.
00:46Now I am going to type dscl, Enter and that enters me into dscl or Directory
00:52Service Command Line Utility interactive mode and all I have to do to find users
00:57is figure out where I am.
00:58Well this uses regular Command line commands for a lot of navigation.
01:02So for example, I can type ls and I can see where I am and I can type cd
01:07to change directory.
01:08So if I know that Paige is inside of my LDAPv3 directory which I do, I can type
01:14the first couple of letters, case sensitive here and hit Tab and it will
01:18auto-complete for me.
01:19I can hit Return and now it returns that I'm in LDAPv3.
01:23See how that works? Very cool!
01:25So if I ls here I can see, ah!
01:27Well of course, that's my local LDAP directory, so let's just cd into that.
01:32127.0.0.1, okay great, now let's hit Return there and let's ls again. Wow!
01:37Look at all that cool stuff.
01:39We've got the entire directory in front of us.
01:41If we cd into users and we type ls, look at that, there is paige.
01:46Now if I type read and paige's name there is paige's full user record.
01:54I can scroll up through it and look through the hash.
01:57The record starts right about up here and you can see all sorts of useful
02:02information, including the Kerberos user name and the realm and the node of
02:08the directory she's in.
02:10You can see the MetaRecordName right there.
02:13Down here you can see her FirstName, LastName and her GeneratedUID and again, a
02:18lot of this stuff may not be useful to you.
02:20But what you know from looking at this is that the user record absolutely exists
02:25that you can navigate to it that it's in the directory.
02:28So this tells you that there's definitely a user account there to be
02:32authenticated against.
02:33If you're having problems accessing this user or this user was having
02:36trouble logging in, this might be a nice first step in trying to figure out what was going on.
02:42Anyway, let's type exit here and we'll exit out of that and that's the third
02:47exit in order to get completely out of our process.
02:49And we'll quit Terminal.
02:51So where are we going to go next?
02:53Well, let's hit Command+Shift+C in order to go right to our computer level and
02:58then we are going to navigate through Server HD > System > Library >
03:03CoreServices, this is where all the cool apps are and we are going to come down
03:07here to where we have the Directory Utility and we'll double-click on it.
03:12Inside of Directory Utility we now have this cool Directory Editor, and if we
03:16look at the Users area in the Directory Editor we can see there is Paige's user
03:21record and we can scroll through it and we can see all of the same information
03:25that we were looking at in the dscl.
03:27Difference is, this is prettier.
03:29So, that is how you access user record information using both the Directory
03:34Utility and dscl at the Command Line.
Collapse this transcript
Using the Terminal to check and change settings
00:00Here on your server there are a few advanced things that you can do that are
00:05kind of system level, and I'm going to start with the most basic.
00:08Probably the single thing that I get the most questions about from previous titles is DNS,
00:13and you may have noticed in this title we didn't talk about DNS
00:16hardly at all, except for how to set DNS up on the outside world so that people
00:21could get to you on the inside.
00:22But we're using mini DNS on the server.
00:24We're letting it handle it on its own and that's working for us really nicely.
00:29I wanted to keep it that way so folks got the idea that this is not the end of the world.
00:33You don't have to get in there and start monkeying around with your
00:36DNS in order to make things work.
00:38In fact, you've seen everything is working great for us and it's doing so
00:43because we didn't mess around with it.
00:44So what I'm going to show you now is how to confirm using the command line
00:48that your DNS setup is actually correct, because if you're having problems, maybe it's not.
00:53So we're going to get to our Utilities folder here and we're going to
00:57scroll down to Terminal.
00:59All right, so now we're in Terminal, we're going to type the word hostname.
01:02It's all one word, no space in the middle and hit Return, and this is going to
01:06tell us what the server thinks its fully qualified domain name is.
01:10I'm going to then type host and I'm just going to type exactly what it returns
01:15to me and hit Return. Fantastic!
01:17So this tells us the result of a DNS lookup.
01:19and it knows that our name has an address of 192.168.19.2.
01:25Well, that's right, that's exactly where we are.
01:27So let's do that again, except this time I'm going to type host and I'm going to
01:33type 192.168.19.2, and we get the result of our reverse lookup.
01:36So this tells us that we have a forward lookup and that's correct in DNS and
01:41this tells us that our reverse lookup is good.
01:43Typically you want to do this type of lookup before you go through the step of
01:47creating an open directory Master, and I went ahead and did that one.
01:51We did ours in the first place, but I just wanted you to know that this is a
01:54backend tool that you can use.
01:57Command Line might be a little scary for new administrators, but it's a really
02:01useful thing that you can do to double check your DNS.
02:04One last thing here about DNS, and that is changeip -checkhostname.
02:09Now this has to be run a sudo.
02:11So I'm going to hit Ctrl+A to go back to the beginning of my line, type sudo
02:15space so that I got the whole thing and hit Return.
02:17Authenticate with my password.
02:19If you get a result like this, you're in great shape.
02:22It tells you your Primary IP address, your Current HostName, your DNS HostName.
02:26If they match, and it tells you, hey, they match, there is nothing to change.
02:30So I'm going to type exit here and we'll get out of Terminal.
02:34The next thing I want to show you about system level advanced tips and
02:38tricks here is that you can find manual pages, these are the manual pages on
02:43how different Command Line commands work, by doing a search for different subject matter.
02:49So what if you don't know the name of the command you're looking for?
02:52What if you want to just find something about say, users? That's a good one.
02:57Well, let's go back into Terminal and we're going to type man -k space, and
03:04
03:05what did I say, users?
03:06Let's do that, users and Return.
03:09And here are a whole bunch of different commands that have something to do with users.
03:14Some of them have the word users write in the name of the command, some of them
03:19don't at all, and they give you an explanation of what it is and why it is.
03:24For example, let's do this, sudoers. That's great.
03:26Let's type man sudoers and here is a man page that explains what the sudoers
03:33file is and how it works.
03:35You read through this, you got your aliases, they are at the bottom.
03:39You're going to usually have some special usage instructions with some examples
03:44of how to type the command.
03:45sometimes these things are very long like this one is.
03:49So clearly a lot of great information about the sudoers file, and a lot of
03:54fantastic information that you can go through, you can read, and you can learn
03:58about how to use these different Command Line commands.
04:01Okay, so that one is going to open up just a whole huge can of worms for you,
04:05because you're going to get in and start exploring and just love the command
04:08line all of a sudden.
04:10The last thing I want to talk about here that is sort of a command line
04:13system-level tip or trick here, is that in Lion, Command+Shift+H takes you
04:19directly to your Home directory, and in prior versions of OS X, you'll remember
04:24we had a library folder in our Home folder.
04:28Note that if you look at the contents of your Home directory now and this is
04:31either on server or online client, there is no library folder. Now they hid it.
04:36It's there, but they made it invisible.
04:40So how did they do that?
04:41Well, there are a lot of things that are hidden in Mac OS X. If you wanted to go
04:46to that folder, you could say Go to Folder, you could use the Tilde because
04:50that's a shortcut for your home folder, and then slash , and then Library and
04:58there you are, look at that.
05:00So the Library folder is there, but look at what they're doing with it.
05:03If you select something inside of the Library folder, you'll notice that it's
05:06sort of ghosted out.
05:08it's showing you that it's there, but it's not supposed to be there, like it's a secret.
05:12Well, you can make that permanently visible if you want to, and again, this is
05:17going to be using the Command Line, so we're going to switch over to Terminal.
05:20I'm going to open up a new Terminal window.
05:23We're going to use a command called chfLags.
05:25Let's just bring up the CHFLAGS man page really quickly here, just so you can
05:30see the command and I'd like to point out this.
05:35This is a line in the CHFLAGS man page that references something called hidden,
05:40which sets a flag on a file or folder called the hidden flag.
05:45So what I'd like to point out here is that each and every one of these commands
05:49and flags could have the word no put before.
05:51You see that right here at the bottom of the screen right there.
05:54So any of these hidden uappend whatever can work with no, which of course, we'll unhide.
06:01So let's see how that works.
06:02By the way, I'm only showing you how to do this if you want to do this.
06:07If you choose not to, that's perfectly fine. So here we go.
06:11We're going to type the command.
06:12We're going to go sudo chflags nohidden and then we're going to with the path
06:18directly to our Library folder.
06:21And now if we go over to the Finder, and we go to our Home folder, there we are.
06:28It is now visible and it won't go back away.
06:31If you want to return that to a hidden status, all you have to do is Up Arrow
06:38and remove the word no from the beginning of hidden.
06:40As soon as you do, it's gone.
06:44So a little bit of magic here in OS X server and OS X client, this is pretty cool stuff.
06:49So the next thing I want to show you is not in the Terminal at all, this is
06:54something that we have to reboot our computer for.
06:57So I'm going to get out of this movie, we're going to go into a different movie
07:01where we're going to show you how to use a Command key combination to reboot
07:08into the system recovery partition that's new and big part of how you're going
07:13to troubleshoot Lion, how you're going to install it, how you're going to work
07:17with discs whenever you're not booted from your main OS volume.
07:21Okay, so we're going to talk about several of those options in this next movie.
Collapse this transcript
Booting from the Recovery HD partition to restore from a Time Machine backup
00:01Welcome to the Startup Manager screen.
00:03So we got here by starting up our computer and in this case this is a Mac mini
00:09a Mid 2011 Mac mini and we started this up holding down the Option key on our keyboard.
00:14The Option key on your keyboard is what gives you the Startup Manager and it
00:17allows you to see any bootable device that's available for you.
00:22So for example if we had a net boot server out there that we had serving up a
00:26boot set at the moment, we would see that there.
00:29But what we see right now are just Macintosh HD there and we see the
00:33recovery hard drive partition that is new in Lion and this is what we're here to show you.
00:39You can also get into the recovery HD partition by holding down Command+R during
00:44startup it will go straight to it.
00:47Command+R only works on the new hardware.
00:50So right now that's the new Mac mini's and the new Macbook Airs, and of course
00:56that includes the Mac mini Server.
00:58We're going to press the Return button or the Enter key in order to startup in
01:02this recovery HD partition.
01:05We start off by seeing the background screen that we would normally associate
01:09with an iPad for example.
01:10It looks very iOS, very cool, and we get our Mac OS X Utilities window.
01:17The first one is Restore From a Time Machine Backup and we will be doing that
01:21as part of this title.
01:23The next is Reinstall Mac OS X. This allows you to do a complete
01:26reinstallation of Mac OS X directly from here onto the internal hard drive on
01:31your machine or onto another hard drive, maybe an external hard drive that
01:36you've got attach to your computer.
01:38You can also Get Help Online and this is a new thing, because we are internet enabled.
01:42If I click Continue here, you can see I can get into a help system and I can get
01:48out to the Internet.
01:50I can actually route through.
01:51If I've got DHCP on my network and I'm able to route out I can get out to any
01:56website I need to in order to get help.
01:58So I can go to Apple and their support site for example at support.apple.com.
02:07This is just the recovery HD partition and here we've gone to the
02:10support.apple.com website and we can search on a knowledge base for example on Lion startup.
02:20We can do a search and we can find relevant things that we need for our help.
02:25So that's very cool and very new.
02:27I am going to quit that.
02:29We can also get into Disk Utility to prepare hard drives go up here.
02:34We can look at our Installer Log.
02:36Another cool thing about this is if you run your Mac OS X installer and you
02:39leave the Installer Log open whenever it finishes the installation it won't
02:44restart the computer and that's very helpful, because if you have a failure in
02:49your installation you might want to go back through the Installer Log to find
02:53out why you had that failure and so that log can be very helpful.
02:56If you leave it open that won't be a problem for you.
02:59You also have access to the password a utility here for the firmware.
03:03So you can enter a Firmware Password, you can use the Network Utility to
03:08troubleshoot your network connection, and of course you've got Terminal with a
03:11wide array of command line utilities.
03:15So the thing we came in here to do was to Restore From a Time Machine Backup.
03:20We have our Time Machine Backup drive plugged in to the system.
03:24So what we're going to do here is we're going to select Restore From Time
03:28Machine Backup and I'm going to click the Continue button.
03:34So we've got our Restore Your System list of things to do and not do.
03:38Mostly they're trying to teach you in this screen how to proceed if you're
03:42trying to do various things.
03:42We need a full restore of our server onto a drive, because we're saying for
03:47example maybe we've had a catastrophic system failure.
03:51So we'll hit Continue.
03:52So here's our backup drive and you do remember we encrypted that whenever we set it up.
03:57So we're going to click Unlock and it will ask us for the password to unencrypt
04:01the disc and we'll click Unlock.
04:07Now it's decrypted and we can see that it is indeed a FireWire hard drive. Click Continue.
04:15This is a really, really nice.
04:17We can very easily select any state the server has been in since we
04:22started backing up.
04:23So if we know that we did something between backups, we no longer have this
04:28problem where we can only get the most recent backup back onto our server.
04:33We can go back to anything we want.
04:35We're going to go to the most recent one just because that happens to have
04:38the information that we really, really want back on this machine and we'll click Continue.
04:44Then you select your destination and we click Restore.
04:49It gives you one final warning that you're about to erase all of the data on
04:53your internal hard drive and asks if you're sure you want to do that, go ahead
04:55and click Continue and it begins to restore the Server HD onto the disk that we
05:02have in here named Macintosh HD.
05:05Whenever it's finished we should have a fully functional system.
05:09This process should take quite a long time though.
05:12In the next movie we're going to show you what to do if for some reason your
05:16recovery HD partition is removed from your internal drive perhaps you've put in
05:21a brand-new drive or perhaps your existing drive has been completely wiped.
05:26Either way you're going to need to do something to get that recovery HD back so
05:30you can install your software back on your computer, and we're going to show
05:33you how to do that.
Collapse this transcript
Restoring your operating system from the internet
00:00One of the great features of the Macs' released after Lion is the Restore function.
00:05On these new models you can hold down Option+Command+R while booting the Mac.
00:11This loads into a recovery environment like you're seeing here that kick starts
00:15the Lion installer from the Internet.
00:17What you're looking at here is the Mac actually downloading software from Apple
00:23across the internet.
00:24You've got a cool rotating globe there and a progress bar to show you how long it will take.
00:29On a typical broadband connection it will take six to seven minutes.
00:33You have to have an active internet connection for this to function, but that's about it.
00:37All right, so as soon as it finishes loading that software from the internet, we
00:41will be presented with the Mac OS X Utilities menu again.
00:45That gives us the opportunity to restore from Time machine, install Mac OS X or
00:49fix our discs with this utility.
00:50Then we'll move into the Installer and it will proceed to download the rest of
00:56the Mac OS X software necessary to install Lion.
00:59We agree to our License agreements, select the internal hard drive we want to
01:05install onto and click Install.
01:08The rest of this process takes a pretty long time.
01:12When you get to the end of the initial process, the system will reboot.
01:17After the reboot you'll find yourself in an Install Mac OS X window you
01:21can't really ctrl, you'll just be sitting here waiting for it to finish
01:24doing the installation.
01:25Of course, this is the point we've all been waiting for.
01:29Our installation was successful and our system will now be restarting so that we
01:33can start using Lion.
Collapse this transcript
Disabling Time Machine snapshots on the local machine
00:00In this movie I'm working from the Mac mini-server that we set up on-the-fly
00:05just off of our client and we've just changed its network identity.
00:09This happens to be a Mac Mini, but this could just as easily be a MacBook Air.
00:16Those are supported.
00:17If you leave it on, it'll be accessible and Apple will absolutely support a
00:21server installation on a MacBook Air now.
00:25But because of that there are some things that you might want to do in order to
00:28improve the performance on that machine, and one of those things has to do with
00:32a brand-new command line utility that helps you control Time Machine.
00:37That's a new thing and I'm a big fan of it.
00:39So to get to that, we're going to open up the Terminal application.
00:43We are going to go to the Utilities folder and we'll scroll all the way down the
00:48Terminal, we are going to double-click on Terminal and make the window a little
00:51bit bigger, so we can see it better.
00:53We are then going to type sudo -tmutil, followed by disablelocal, and hit Return.
01:02If it asks you to authenticate, that's fine.
01:04Go ahead and put in your local admin password.
01:07But what this has just done is it has disabled all of the little local snapshots
01:11that Time Machine normally would do on a client system, so that it doesn't have
01:16to take up all of that background processing.
01:18It gives more processing power to all of the other server services that you might set up.
01:23So this is just a little tip on how to improve the performance of your server
01:27using Mac OS X server Lion.
Collapse this transcript
Troubleshooting NetBoot in a multi-subnet environment
00:00When you're running your NetBoot service, it's very important that the clients
00:04you're trying to NetBoot from are on the same subnet as the server. very important.
00:11Or at the very least you have to set up ports 67, 68, and 69 to go between
00:17subnets and if you're a crossing subnets or if you're going between VLAN's on a
00:22managed network, you're going to have to set up helper addresses, because the
00:27Boot Service Discovery Protocol that's being used to figure out where that
00:32NetBoot server is from the client is very similar to DHCP.
00:36It travels over the same ports and it happens at roughly the same time after
00:40you've already received an answer to the request for an IP address.
00:44So if you just set up the same DHCP helper addresses that you would for a DHCP
00:48server, except you point them to the NetBoot server, that'll enable that NetBoot
00:53server to respond to those requests when they pop out of your client systems.
00:57Now the other thing is that TFTP, NFS, and DHCP are all being used in this process.
01:03So those can't be obstructed between the client and the server.
01:07Lastly, most networks use something called Spanning Tree.
01:11that is a branded term from Cisco.
01:13That basically means that the switch is going to hold on to all of the traffic
01:17that comes through a port whenever it first detects a signal on that port.
01:23So basically as soon as a computer starts up or as soon as a connection is made
01:27on a switch that has Spanning Tree enabled, that port is going to hold all of
01:31that traffic until the switch can determine if that port is a loop, because
01:36loops are bad in networks.
01:37So if somebody were to plug a cable from one switch into another switch on the
01:41same network it would create a loopback which would cause damage on the network.
01:45Cisco creates a Spanning Tree to avoid that, but the problem is by the time the
01:50switch determines if there's a loopback happening, it will have already caused
01:54your Macs that are trying to NetBoot to time out, and they'll just roll over to
01:59the internal hard drive or tell you that they don't have something they can boot from.
02:02So to solve this problem Cisco came up with something called PortFast.
02:06PortFast just allows all of that traffic to go through that switch port.
02:10It still does the analysis to determine whether or not there's a loop and it
02:14will shutdown the port if there is.
02:16The PortFast allows all of our traffic to go out through the port to make its
02:20way to the server, so the server can respond appropriately. So remember this:
02:25the rule is if you have Spanning Tree you've got to turn on PortFast.
02:31If you tell your network administrator that they will know exactly what you're
02:34talking about and everything will be fine.
02:35If you're not a managed network you won't have Spanning Tree so you don't
02:39have to worry about it.
Collapse this transcript
Reviewing the boot modifier keys
00:00If you hold down Command+ Option+R you will be taken to an
00:07Internet-based download.
00:08It will in the Firmware, go to Apple.
00:11Download just enough to run a new recover HD partition.
00:16Then when it's got all of the software it needs, which takes about 6-7 minutes
00:20over a fast broadband connection.
00:22It will restart your system into that recover HD partition where you can run all
00:29of the recover HD utilities, like Disk Utility, Time Machine restore or even
00:34reinstall OS X operating system.
00:37If you want to boot into single user mode, press Command+S at Startup, and you
00:41will be dropped into a black screen with white text.
00:44This is the Single User mode.
00:46this allows you to be in the Unix's system before the hard drive is mounted in
00:51a read/write fashion.
00:53This is going to allow you to do all sorts of cool things to run utilities
00:56against your hard drive, if you are ever having problems.
00:59If you hold down Command+V at boot up, it will show you a black screen with white text.
01:04This shows you all of the Unix stuff that's going on underneath the surface
01:08while your computer is booting.
01:10If you hold down the D key while you're booting up, this will take you into
01:14a Diagnostics Mode.
01:16This allows you to run hardware tests on your computer and the Diagnostics Mode
01:21is included with your computer if you're running on a computer that was made
01:25after roughly the beginning of 2010.
01:28If you hold down Command+Option+P+R at system boot, your system will restart and
01:35you'll hear the system chime at full volume.
01:37This resets your nonvolatile RAM and can reset many settings that otherwise
01:42would be causing you problems.
01:44This is a great troubleshooting tool, if you're having problems with your system
01:47that you can't otherwise figure out.
01:50If you hold down the T key while you're booting your computer, it will take you
01:53into Target Disk Mode.
01:54Target Disk Mode puts your computer into an open state where you can connect
01:59your computer via FireWire or Thunderbolt if you have it, to another computer.
02:04The Target Disk Mode enabled computer will appear to the other computer as an
02:09external hard drive.
02:11This can be a very effective way to transfer information from one computer to another.
02:15This is especially helpful during an upgrade.
02:18Holding down the Shift key during boot is called Safe Booting.
02:21When you're in Safe Mode Apple stops the operating system from loading any of
02:26the extra bits that you might have installed with third-party applications and
02:31it also stops the system from loading a lot of the modifications you may have
02:34put into your user folder.
02:36This can help you to run your system cleanly if your system is misbehaving.
02:41The stuff that's left out while you're in Safe boot, is stuff that's in your
02:45Home folder, in your Library folder, like your Preferences, any additional fonts
02:50that you may have installed there or startup items.
02:53Safe Mode also stops the system from running anything that's located in the root
02:57level library folder.
02:59That's the library that's right at your hard drive level when you first open up
03:03your hard drive in the Finder.
03:05By disabling items in your Home folder and the root level Library folder, Apple
03:09is ensuring that what is being loaded is only the pristine original operating
03:14system that was shipped with your computer.
03:16That's why we always tell people never to modify the contents of the folder
03:21labeled system at the root level of your hard drive.
03:25If you want to learn more about Apple's keyboard shortcuts, you can go to
03:29support.apple.com/kb/ht1343.
03:34There you'll find extensive information about all of the keyboard shortcuts
03:39that are available, a handy translation guide that will help you to translate
03:43the symbols for keys into what that key actually is on your keyboard and more information.
Collapse this transcript
Assigning an address and name to an upgraded server
00:00If we open up System Preferences and go to Network, the first thing you're going
00:04to notice here that's different from our other server setup is this is all
00:08happening over DHCP.
00:10We've gotten an address that in our DHCP pool and because DHCP can change this
00:16could be moving around a lot.
00:18That's going to be fine for a lot of services, right?
00:20If we're setting up file sharing and our clients are connecting to us over
00:25Bonjour, and when I say Bonjour I mean this.
00:27If we had a new window here and we look at what's in the Shared sidebar over
00:32here, well, you can see here I've got a Mac Tower that's got file sharing turned on.
00:36That's a client system.
00:37It doesn't have a static IP Address.
00:40It doesn't need one.
00:41It's sharing over Bonjour and people can find it there using Bonjour.
00:46We can do the same thing with our OS X server.
00:48Now this is something that was not supported previously, but is now and that's fine.
00:53But this is where we need to shape your expectations, because there are a lot of
00:57services that really won't work if your IP Address is changing frequently and
01:02those are the ones that don't depend on Bonjour for functioning like profile
01:05management for example.
01:06Kerberos, if you're setting up an open directory master which again would be
01:12necessary for profile management.
01:14These types of services and mail for example won't work if there is not an IP
01:20Address that maps to a name that maps to an MX record.
01:23There are a lot of things that all need to map to each other so that whenever
01:26somebody throws the traffic out it supposed to go to a certain location.
01:30The server is actually where it supposed to be when the traffic gets there.
01:34Now if you've set up your server and it's been on a DHCP network up until the
01:39point where you've got it set up, now you're in exactly the condition that this
01:43server is in here and you're probably going to want to change this IP Address.
01:48I'm going to select the Configure IPv4 menu and select Manually instead of DHCP.
01:53I am then going to use an IP address that is within our subnet, but outside of our DHCP range.
02:02That's going to be something like .3 for example which we haven't used yet. It's low.
02:06It's right above where our other OS X server is sitting and it won't conflict
02:11with anything on our network.
02:13Once I hit Apply that's going to change some stuff.
02:18We get our static IP Address.
02:20It changes our location on the network within the subnet.
02:24We just need to make a couple of more changes.
02:26When we get into the Advanced area we're going to go over here to DNS and under
02:31DNS we're going to put in our own IP Address.
02:34I want this thing to set up its own mini DNS to support its naming and we'll click OK.
02:40We'll also click Apply and at this point if I were to open up Safari,
02:44nothing would work.
02:46It would be a pretty big nightmare.
02:47But what we are going to do is we're going to close this, we're going to open
02:53up Server app and when it brings up our Hardware configuration area click on
03:00the Servers name under Hardware, and we're going to come over here to what says Network.
03:04You really want to wait for this gear to stop spinning before you change any
03:07settings in the server app, because while that's spinning the Server app is in
03:11the middle of making changes to settings and if you go and change settings while
03:15it's in the middle of making existing changes to settings, you can end up
03:18sandwiching things together and making a mess. There we go!
03:22Now that the gear has stopped spinning we can move forward.
03:25Then next thing I want to do is I'm going to change the name of my Server.
03:29So I can easily change the Computer Name and this Local Hostname.
03:33I am going to call this big-mini-server and the Local Hostname is going to also
03:41be that, big-mini-server.
03:42I click OK there and then I come down here and click on the Host Name.
03:49What's going to happen whenever this Change Host Name screen comes down is it's
03:52going to evaluate the network.
03:54This might take some time.
03:55Wait for the gear to finish spinning.
03:57But when it does it'll let you walk through the process necessary to change your
04:02computer's hostname and its IP address properly so that it will be sitting on
04:06the new network identity.
04:08You can restart the server and it will start functioning better.
04:12Once you've restarted the Server with its new IP Address and its new Host Name
04:15you can do things like connected up to an AirPort Extreme Base Station and have
04:19the port forwarding work, but you can even port forward to it from a third-party
04:23router and have things work really, really nicely.
04:25Of course, that's going to happen because now your Server will be sitting on an
04:29IP address where it won't be changing.
04:32It'll always be at that number, because you set it up manually. Great!
04:36It's just finished evaluating our network and our Continue button is available.
04:40We're going to click it now.
04:42Notice here it's giving us an opportunity to make a choice.
04:45It knows that we want to change things and so it's about to explain to us once
04:50again what it originally explained to us when we set up our other server during
04:54the initial server setup.
04:56It's saying listen if you want this to be available for local services like
04:59I just explained for file sharing for example, a local host name is going to be just fine.
05:05If you want to be able to VPN in, you could use a host name for private network,
05:09and if you want it to be able to accept traffic from the Internet, you're going
05:12to need a real Internet-based domain name.
05:15I am going to say a Host name for a private network in this case.
05:20So the Computer Name is going to be big- mini-server and the Host Name is going
05:24to be big.groundswellgear.private.
05:30This is going to be keep it off of our.com domain.
05:32It will be in a different private domain, but it still allows us to recognize
05:36the company we're in.
05:38I can also go in here now and I can configure my Network interfaces.
05:43Once again this is just another place to do this.
05:46If I want to disable FireWire I can come in here and make it Inactive, do the
05:50same thing with Wi-Fi, do the same thing with the Bluetooth interface, and leave
05:55my Ethernet interface available.
05:57I can add my Search Domain if I want to, but I don't need to and I can check my
06:01Configure IPv6 and in this interface I have the ability to turn IPv6 Off if I
06:06want to, which I didn't have in the Network System Preference pane.
06:11Once all of that's done I can click Apply.
06:13It will reevaluate the Network again, it'll bring you back to the screen, and
06:18you can click Continue.
06:21It will then proceed to change the Host Name for you, change the interfaces, and
06:26get everything all set up.
06:27I highly recommend that the next thing you do is restart your server, which I'm
06:32going to do now and I'll see you in the next movie.
Collapse this transcript
Verifying open ports on the AirPort Extreme
00:00Once you've got your server all set up I want you to go back into the AirPort
00:04Utility, because Server app is controlling and interacting with the AirPort
00:09Utility doesn't mean that all the settings necessarily reset properly.
00:14So double-checking your work.
00:16Always a good idea.
00:17So I'm going to go to the Utilities folder.
00:19I am going to go to the Go menu, pull down to Utilities, and then I'm going to
00:23open up the AirPort Utility here.
00:24Here you can see we've got our Library and our Lion I am going to go into the
00:29Lion AirPort Extreme Base Station and click Manual Setup.
00:34Then I'm going to go over to Advanced and I am going to go over to Port Mapping
00:38and I am going to look at all of the different Port Mappings that are available
00:42and there are couple of things that I want turned on that are not.
00:45You see here we've got iCal Service, Address Book Service, we're going to go
00:50with the defaults, and click Continue and Done and that will be on.
00:55VPN Service, remember we configured our custom PPTP VPN rules.
00:58Well, that's not going to work at all unless we turn this on.
01:00So I am going to click Continue here and Done.
01:03Now we could tell the AirPort Extreme Base Station to port forward all File
01:08Sharing Services through its Port Mapping as well, but we're not going to do
01:12that, because we really want everyone to connect to our VPN in order to have
01:17access to our internal network so that they can access this file shares,
01:21especially since File Sharing is not encrypted via AFP or SMB using SSL
01:26unlike iCal Address Book, iChat, all of the other services that we do have
01:31securely configured.
01:32Now that being said I do want to show you something about File Sharing.
01:36As soon as we try to turn on port sharing for port 548 for AFP, it's telling us
01:42that we're conflicting and the reason is because we never turned off file
01:46sharing on the AirPort Extreme Base Station itself.
01:48So I'm going to click Cancel here, go over to Disks really quickly here, go to
01:53File Sharing, and I am going to turn off file sharing on the AirPort Extreme.
01:57This is a cool feature if you've got a USB hard drive attached your AirPort
02:01Extreme it can be offered up as a place to store files, but we've already got OS
02:04X server, so we probably don't need to turn this on in this case.
02:07I am going to comeback over here to Advanced, I'll turned on File Sharing again
02:12and we won't get that warning.
02:13We click Continue > Done and now that'll get passed through as well.
02:18If we want to Screen Share with our machine through our Internet connection, so
02:22say you're at home and your server is at the office and the AirPort Extreme Base
02:26Station we're working on here is at the office.
02:29Well, from home you won't be able to Screen Share with the computer unless
02:32you're connected VPN.
02:33That is unless you enable VNC.
02:37I'm not going to recommend that you turned on Remote Login Service or SSH
02:41through your AirPort Extreme Base station unless you're using SFTP to get
02:48through that problem of not having FTP file services.
02:52If you're turning on SFTP and you're doing that by enabling SSH on your server,
02:57you're going to need to turn on SSH access.
03:00But hackers love trying to hit SSH and find a way to log into your servers.
03:05So I am going to recommend you leave this off unless you really believe that you
03:10need SSH to be turned on.
03:12I am going to leave Screen Sharing Service off too, because frankly if I am
03:15going to Screen Share with my server I want to connect through my VPN.
03:18The rest of this I'm going to leave on except File Sharing.
03:21I turned that on so I could show you the thing about the Disks, but I really
03:25don't want to turn on File Sharing access through my router, because it's not
03:29SSL encrypted Web is, Mail, iChat, even Address Book and iCal, these are all
03:35SSL encrypted services.
03:37So they're already secure on their own.
03:38The VPN services there to secure anything that would not be encrypted and File
03:43Sharing, well, it's not.
03:44So I am going to leave this off and tell my users, hey, you need to connect to
03:48your VPN if you want to get access to File Sharing.
03:50Now that I have my settings exactly the way I want them I click Update
03:53and that'll be that.
Collapse this transcript
Conclusion
A fond farewell
00:00I hope you enjoyed our time together learning about Apple's latest Server operating system.
00:05This is an elusive product to master. It is very easy to set up on the surface and it is easy to use for years without
00:12much care or upkeep.
00:13But there is so much going on under the surface to explore
00:17that I want to give you some references for your next steps in the study of the subject.
00:21In this course I reference several other titles here at lynda.com and I'd like to give you more information about them now
00:27so you can easily find them.
00:29The first is DNS and Network Services.
00:32This course covers the fundamentals of the subject of Network Services in a way that will feel relevant to anyone,
00:38even if you aren't administering an OS X server.
00:41We start each chapter of that course with the fundamental look at the theory behind each service and each has its own
00:46fun animation to explain how things work. I highly recommend it.
00:50The second is the last version of this course,
00:52Snow Leopard Server Essential Training.
00:55In that course, I showed how to set up all of the services in 10.6 Server including Podcast Producer Server,
01:01which is in Lion Server but hasn't changed a bit since 10.6.
01:05Take a look at that class to learn about Podcast Producer Server
01:09and to take a look at the services and tools as they existed in Snow Leopard.
01:13I think you'll enjoy it.
01:15We also have a wide variety of courses on Adobe CS5, CS4, and CS3.
01:21So whether you want to use Photoshop or Dreamweaver to make the elements of the website you will host from your Mac OS X Server,
01:28we have a course to teach you how to do it.
01:30Outside of the lynda.com site, there are additional terrific resources for further learning.
01:35Arek Dreyer, a good friend and talented trainer, has authored two books that are relevant to the subject.
01:40The first is available as an EPUB
01:43from Peachpit Press on the iBookstore at Apple.
01:46It's called Managing iOS Devices with OS X Server.
01:50The second by Arek is called Apple Pro Training Series OS X Lion Server Essentials
01:56Using and Supporting OS X Server.
01:59That's a mouthful for sure,
02:01but it is the official book to prepare you to get certified as ACTC by Apple,
02:06which will be the highest OS certification available from Apple for Lion Server.
02:10Both are great books and I highly recommend them.
02:13Ed Marczak is the editor-in -chief of MacTech magazine,
02:17which is a great technical magazine for the Macintosh community.
02:21MacTech Conference happens once a year and exists to help people hone their skills to become advanced systems administrators.
02:28I love to hear from students,
02:30so if you enjoyed this class, please find CoreQuick on Facebook or on the Internet and let me know.
02:35Take care and keep learning.
Collapse this transcript


Suggested courses to watch next:

Mac OS X Lion Essential Training (6h 4m)
Christopher Breen

Unix for Mac OS X Users (6h 35m)
Kevin Skoglund


Installing Apache, MySQL, and PHP (2h 43m)
David Gassner

WordPress Essential Training (6h 43m)
Morten Rand-Hendriksen


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By signing up, you’ll receive about four emails per month, including

We’ll only use your email address to send you these mailings.

Here’s our privacy policy with more details about how we handle your information.

   
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