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Server Installation and Configuration Guide

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99 views135 pages

Server Installation and Configuration Guide

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Satish Chaudhary

We take content rights seriously. If you suspect this is your content, claim it here.

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WS_FTP Server

Installation and Configuration Guide

WS_FTP Server
Contents

CHAPTER 1 Introduction
What is WS_FTP Server? ............................................................................................................................................. 1
WS_FTP Server product family................................................................................................................................. 2
For more assistance ..................................................................................................................................................... 4
New in WS_FTP Server 7.6.3 ...................................................................................................................................... 5

CHAPTER 2 Installing and Configuring WS_FTP Server

System requirements for WS_FTP Server............................................................................................................. 7
WS_FTP Server................................................................................................................................................... 7
Ipswitch Notification Server ......................................................................................................................... 9
WS_FTP Server Manager .............................................................................................................................. 10
Installing WS_FTP Server on Windows Server 2008 or 2012 .......................................................... 10
Installing WS_FTP Server.......................................................................................................................................... 11
Using the Express install option ................................................................................................................ 12
Using the Custom install option ............................................................................................................... 14
Activating WS_FTP Server for new or upgraded licenses ................................................................ 16
Installing remote services ........................................................................................................................................ 17
Configuring WS_FTP Server to use remote services .......................................................................... 18
Configuring Microsoft SQL Server to Start on Reboot .................................................................................. 20
Uninstalling WS_FTP Server .................................................................................................................................... 21

CHAPTER 3 Accessing WS_FTP Server

Accessing the WS_FTP Server Manager ............................................................................................................. 23
Navigating the WS_FTP Server Manager ........................................................................................................... 24

CHAPTER 4 Installing and Configuring the WS_FTP Server Web Transfer Client
System Requirements for WS_FTP Server Web Transfer Client ................................................................. 25
Installing the WS_FTP Server Web Transfer Client.......................................................................................... 28
Configuring the WS_FTP Server Web Transfer Client .................................................................................... 31
Configuring Support for Single Sign On ............................................................................................................ 33
Uninstalling the WS_FTP Server Web Transfer Client .................................................................................... 34
WS_FTP Server Web Transfer Client Notes ........................................................................................................ 34

i
CHAPTER 5 Installing and Configuring the Ad Hoc Transfer Module
System Requirements for Ad Hoc Transfer Module ....................................................................................... 37
Installing the Ad Hoc Transfer Module ............................................................................................................... 40
Configuring the Ad Hoc Transfer Module .......................................................................................................... 43
Uninstalling the Ad Hoc Transfer Module.......................................................................................................... 45
Ad Hoc Transfer Module Notes .............................................................................................................................. 45
Installing on a Single Computer ............................................................................................................................ 47

CHAPTER 6 Configuring a Failover Solution Using Microsoft Cluster Services

CHAPTER 7 Configuring a Failover Solution Using Microsoft Network Load Balancing

Overview ........................................................................................................................................................................ 67
Architecture...................................................................................................................................................... 68
Requirements .................................................................................................................................................. 69
Step 1: Configure the NLB Failover Solution ..................................................................................................... 70
Configuring a Two-Node Cluster in Windows Server 2008 ............................................................. 70
Ensuring Both Nodes Can Access External Resources ...................................................................... 77
Step 2: Install WS_FTP on Both Nodes ................................................................................................................ 78
Step 3: Edit Ipswitch Registry Settings on Both Nodes ................................................................................. 79
Step 4: Install WS_FTP Server Modules ............................................................................................................... 81
Installing and Configuring the Web Transfer Module....................................................................... 81
Installing and Configuring the Ad Hoc Transfer Module ................................................................. 82
Configuring the Ad Hoc Transfer Outlook Plugin............................................................................... 83
Step 5: Configure Ipswitch Services to Restart on Failure ............................................................................ 84
Step 6: Configuring IIS for Log Viewing .............................................................................................................. 85
Step 7: Test the Failover Cluster (NLB) ................................................................................................................ 86

ii
APPENDIX A Upgrades
Upgrading Licenses ................................................................................................................................................... 89
Upgrading from previous WS_FTP Server versions........................................................................................ 90
Upgrading your WS_FTP Server Installation OS from Windows 2003 to 2008..................................... 91
Upgrading Ad Hoc Transfer Plug-in for Outlook ............................................................................................. 93

APPENDIX B "Silent" Install

"Silent" install for WS_FTP Server .......................................................................................................................... 97
More on Serial Numbers ........................................................................................................................... 100
Setup.log ........................................................................................................................................................ 101
The SUPPRESSREBOOT option................................................................................................................ 102
"Silent" install for the WS_FTP Server Web Transfer Client ....................................................................... 103
"Silent" install for the Ad Hoc Transfer Module............................................................................................. 105
"Silent" install for the Ad Hoc Transfer Plug-in for Outlook ...................................................................... 107

APPENDIX C Remotely Deploying the Ad Hoc Transfer Plug-in for Outlook

Remote Deployment via Active Directory Group Policy ........................................................................... 111

APPENDIX D Configuring Windows Share Permissions for Failover Clusters

Configuring Sharing and Security Permissions............................................................................................. 115
Setting Sharing and Security Permissions in Windows Server ................................................... 116

APPENDIX E Migrating WS_FTP Server to a Failover Cluster

APPENDIX F Replacing a Failed Node in a Failover Cluster

Replacing a Failed Node........................................................................................................................................ 127

Index

iii
CHAPTER 1

Introduction
In This Chapter
What is WS_FTP Server? ......................................................................................1
WS_FTP Server product family .........................................................................2
For more assistance ..............................................................................................4
New in WS_FTP Server 7.6.3 ..............................................................................5

What is WS_FTP Server?

Ipswitch WS_FTP™ Server is a highly secure, fully featured and easy-to-administer file transfer
server for Microsoft Windows® systems. WS_FTP Server lets you create a host that makes files
and folders on your server available to other people. Users can connect (via the Internet or a
local area network) to your host, list folders and files, and (depending on permissions)
download and upload data. Administrators can control access to data and files with granular
permissions by folder, user, and group. Administrators can also create multiple hosts that
function as completely distinct sites.

WS_FTP Server is proven and reliable. It is used by administrators globally to support millions
of end users and enable the transfer of billions of files.

WS_FTP Server complies with the current Internet standards for FTP and SSL protocols. Users
can connect to the server and transfer files by using an FTP client that complies with these
protocols, such as Ipswitch WS_FTP LE or Ipswitch WS_FTP Professional.

WS_FTP Server with SSH also includes support for SFTP transfers over a secure SSH2
connection.

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WS_FTP Server Installation and Configuration Guide

WS_FTP Server product family

The WS_FTP Server product family provides a broad range of file transfer functionality, from
fast file transfer via the FTP protocol, to secure transfer over SSH, to a complete file transfer
(server/client) solutions.

WS_FTP Server: Our base product offers fast transfer via the FTP protocol with the ability to
encrypt transfers via SSL, and includes FIPS 140-2 validated encryption of files to support
standards required by the United States and Canadian governments.

WS_FTP Server can operate standalone or is easily integrated with existing user
databases (Active Directory, Windows NT, ODBC). The WS_FTP Server Manager
provides web-based administration from the local machine and also allows remote
management of the server. The Server Manager can use our integrated web server or
Microsoft IIS.
When used with our WS_FTP Professional client, WS_FTP Server can retry a failed
transfer, perform file integrity checks, verify a user's identity, and speed transfers by
using compression and multi-part transfers.
WS_FTP Server is designed with a tiered architecture that allows components and
data to be maintained on one computer or distributed among several, allowing the
configuration to scale to handle larger capacity.
WS_FTP Server can be deployed in an active-passive failover configuration to ensure
file transfer service is always available. The failover configurations use shared
resources for the user database, configuration data, and the file system for user
directories and log data.

WS_FTP Server with SSH: This product offers all of the features of WS_FTP Server plus the
ability to send and receive files over SSH, which automatically delivers encrypted
communications during and throughout file transport.

WS_FTP Server Corporate: This product extends the secure transfer capabilities of WS_FTP
Server with SSH to include:

Support for SCP2 to provide a secure version of the remote copy capability used in
UNIX applications
LDAP support for authentication to leverage existing corporate databases.
Integrates the WS_FTP Server Web Transfer Module to provide a complete file
transfer solution (server and client).

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WS_FTP Server Installation and Configuration Guide

 WS_FTP Server Web Transfer Module

The WS_FTP Server Web Transfer Module, an add-on to WS_FTP Server products,
enables users to transfer files between their computers and company servers over
HTTP/S using a Web browser. As a result, employees and external business partners
can connect to company networks simply and securely to share files, data, and other
critical business information.
 WS_FTP Server Ad Hoc Transfer Module
The WS_FTP Server Ad Hoc Transfer Module, an add-on to WS_FTP Server products,
lets users send files from their computers to one or more individuals by sending an
Ad Hoc Transfer message via email. Recipients of an Ad Hoc Transfer "package" can
connect to a download page, hosted on the WS_FTP Server, and download the files
that have been "sent" to them. This module lets your users send a secure transfer to
colleagues and clients, without the need to set up temporary accounts.
Users can send a package by using the Ad Hoc Transfer web interface or Microsoft
Outlook.

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WS_FTP Server Installation and Configuration Guide

For more assistance

For more assistance with WS_FTP Server, consult the following resources:
 Installation and Configuration Guide
(http://www.ipswitch.com/ftpserver76installguide). This guide includes
information on configuring the modules, failover clusters, custom installations,
unattended "silent" installations, and uninstalling the product.
 User Guide (http://www.ipswitch.com/ftpserver76ug). This guide describes how
to use the application out-of-the-box. It is also useful if you want to read about the
application before installing. To view the User Guide offline, select Start > Programs
> Ipswitch WS_FTP Server > WS_FTP Server User Guide.
 Application Help. Contains dialog assistance, general configuration information, and
how-to's that explain the use of each feature. The application help can be accessed
from any page in the WS_FTP Server Manager by clicking Help.
 Ipswitch Knowledge Base (http://www.ipswitchft.com/support). Search the
Ipswitch Knowledge Base of technical support and customer service information.
 WS_FTP Server Forum (http://forums.ipswitch.com/). Provides a resource for you
to interact with other WS_FTP Server users to share helpful information about the
application.

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WS_FTP Server Installation and Configuration Guide

New in WS_FTP Server 7.6.3

 Version 7.6.3 includes the option to delete old files and/or empty sub-folders after a
specified number of days. You can configure cleanup settings at the folder level or at
the host level. By default, folders will inherit the host-level default values unless they
are overridden at the folder level. Host-level settings also apply to virtual folders and
their descendants, but only if the virtual folder points to a location outside of the
host's top folder, to avoid having multiple cleanup profiles affect a single folder. To
control this setting, see the WS_FTP Server User Guide > Managing Folders and Files >
Cleaning up old files and empty subfolders.
 This release also includes the option to expire user accounts a specified number of
days after user account creation or last logon. To control this setting, see the WS_FTP
Server User Guide > Managing User Accounts > Creating user accounts. At the host
level you can also delete expired user accounts after they have been expired a
specified number of days. These settings only take effect when the host's
authentication database type is WSFTP. To control this setting, see the WS_FTP Server
Manager User Guide> Managing User Accounts > Setting user options for hosts >
Configuring user settings.
 A new service, "Ipswitch Scheduler," is installed and runs at 1:00 am every night. This
service cleans up old files and sub-folders, as well as expired users. The cleanup
process will never delete virtual folders themselves, only physical folders.
 When using a command line to create a user, administrators can now use the -o
homefolder argument to set a user's home folder.
 File transfers in WTM and Ad Hoc now display a progress bar indicating percentage of
transfer completed. This feature is not available in IE9.

5
CHAPTER 2

Installing and Configuring WS_FTP Server

In This Chapter
System requirements for WS_FTP Server .....................................................7
Installing WS_FTP Server ................................................................................. 11
Installing remote services ................................................................................ 17
Configuring Microsoft SQL Server to Start on Reboot .......................... 20
Uninstalling WS_FTP Server............................................................................ 21

System requirements for WS_FTP Server

WS_FTP Server
Supported Operating Systems

For a standalone WS_FTP Server installation:

Service
Operating System Edition Packs Supported Versions
Windows Server 2012  Standard  64-bit: English
 Datacenter

Windows Server 2008  Standard SP2 or later  32-bit: English and German
 Enterprise  64-bit: English
Windows Server 2008  Standard  64-bit: English
R2  Enterprise

For a WS_FTP Server failover cluster using Microsoft Clustering Services:

Service
Operating System Edition Packs Supported Versions
Windows Server 2012  Standard  64-bit: English
 Datacenter
Windows Server 2008 Enterprise SP2 or later  32-bit: English
Windows Server 2008 Enterprise  64-bit: English
R2

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WS_FTP Server Installation and Configuration Guide

For a WS_FTP Server failover cluster using Microsoft Network Load Balancing:

Service
Operating System Edition Packs Supported Versions
Windows Server 2012  Standard  64-bit: English
 Datacenter
Windows Server 2008  Standard SP2 or later  32-bit: English
 Enterprise
Windows Server 2008  Standard  64-bit: English
R2  Enterprise

System Requirements
 Microsoft .NET Framework 2.0

If you plan to install the WS_FTP Server Web Transfer Client, make sure that Microsoft .NET
Framework 3.0 is installed.

 ASP.NET (via IIS) and .NET 3.0 or 3.5 for Web Transfer Module, Ad Hoc Transfer
module, and WS_FTP Server Corporate
 Broadband connection to the Internet (recommended)
 During installation, you can select Microsoft Internet Information Services (IIS) as your
web server (instead of WS_FTP's Web Server). If you choose this option, you need to
have Microsoft Internet Information Services (IIS) 7.0 or later installed on your
computer.
 The default database for configuration data is PostgreSQL 8.3.20 (local only).
 During installation, you can select Microsoft SQL Server as your database for
configuration data. If you choose this option, you must use one of the following
versions:
 Microsoft SQL Server 2012 Express, Standard, or Enterprise versions (local or remote)
 Microsoft SQL Server 2008 or 2008 R2 Express, Standard, or Enterprise versions (local
or remote)

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WS_FTP Server Installation and Configuration Guide

Recommended Hardware

The minimum recommended hardware is the same as recommended for Windows Server
2008. (For more information, see the Windows Server information on Microsoft's web site.) If
you are using a later version operating system, you should meet the hardware requirements
for that system.

Component Requirement
Processor  Minimum: 1 GHz (x86 processor) or 1.4 GHz (x64 processor)
 Recommended: 2 GHz or faster
Memory  Minimum: 512 MB RAM
 Recommended: 2 GB RAM or greater
 Maximum (32-bit systems): 4 GB (Standard) or 64 GB (Enterprise
and Datacenter)
 Maximum (64-bit systems): 32 GB (Standard) or 1 TB (Enterprise
and Datacenter) or 2 TB (Itanium-Based Systems)
Available disk space  Minimum: 10 GB
 Recommended: 40 GB or greater

Virtualization Requirements
 VMware ESXi 4.0 (32-bit and 64-bit guest operating systems) and ESX 5.0
 Microsoft Hyper-V 1.0 on Windows 2012; Windows 2008 64-bit (32-bit and 64-bit
guest operating systems)

Ipswitch Notification Server

All requirements for WS_FTP Server (above), plus:
 Broadband or dial-up connection to the Internet (required for email notifications sent
from outside of the local area network)
 Modem and phone line required for pager and SMS notifications (optional)

Ipswitch Notification Server is a part of WS_FTP Server and is typically installed on the same
machine.

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WS_FTP Server Installation and Configuration Guide

WS_FTP Server Manager

The WS_FTP Server Manager provides web-based administration from the local machine and
also allows remote management of the server.

Server Requirements:
 WS_FTP's Web Server (included in installation package) or Microsoft Internet
Information Services (IIS) 7.0 or later.
Client Requirements:
 Microsoft Internet Explorer 8 or later; Mozilla Firefox 16 or later, Google Chrome 21 or
later, Apple Safari 5 or later (Mac-only)
 Enabled Javascript support in the Web browser
 Enabled Cookie support in the Web browser

WS_FTP Server Server Manager is a part of WS_FTP Server and is installed on the same
machine.

Installing WS_FTP Server on Windows Server 2008 or 2012

The WS_FTP Server installer automatically activates certain components in your Windows
Server installation. This is necessary because after installation, Windows Server does not turn
on non-core operating system components. However, before installing WS_FTP Server, you
should be sure that these changes conform to your organization’s security policies.

When you install WS_FTP Server, the install activates the following 2008 Server roles:
 ISAPI Extensions
 Windows Authentication
 ASP
Note: If you are installing the WS_FTP Server Web Transfer Client, there are additional
components activated. See "System requirements for WS_FTP Server Web Transfer Client"
below.

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WS_FTP Server Installation and Configuration Guide

Installing WS_FTP Server

Important:If upgrading from a previous version of WS_FTP Server, before running the
installation program, see the section on upgrades.

During the installation, a host using the internal WS_FTP Server user database is created. You
can create hosts using Microsoft Active Directory, Microsoft Windows, or other external user
database types after the install is completed.

Enabled Cookie support in the Web browser

Important: Installing WS_FTP Server via Terminal Services is not recommended. You can use
Terminal Services to install subsequent WS_FTP Server updates and installations.

Note:A command window may display and pause at various points during install. These
pauses may last a minute or longer and are an expected part of the product installation.

To install WS_FTP Server:

1 If you are using Microsoft IIS as your web server, before you begin the WS_FTP Server
installation, confirm that Microsoft IIS is running and that you can access the Web site on
which you will install the WS_FTP Server Manager web application.
2 If you received an installation CD, insert it into a drive. If the Welcome screen does not
appear, select Start > Run, and enter the drive path followed by launch.exe.
Example: D:\launch.exe
- OR -
If you downloaded the software from our Web site, double-click the executable (.exe)
file to begin the installation.
3 On the installation Welcome screen, click Read to read the release notes or View to
download and view an electronic copy of the Getting Started Guide. Click Next to
continue. The License Agreement dialog appears.
4 Read the license agreement carefully. If you agree to its terms, select I accept the terms
of the license agreement and click Next. The Setup Type dialog appears.

11
WS_FTP Server Installation and Configuration Guide

5 The Setup Type dialog lets you select from two installation methods, Express and
Custom.
 Express installs the WS_FTP web server and installs the following components to
default locations: WS_FTP Server or WS_FTP Server with SSH, Ipswitch Notification
Server, Ipswitch Logging Server, and PostgreSQL. The option to install WS_FTP Server
with a Microsoft IIS web server, or with a SQL Server database, will not be available
with express install.
 Custom installation allows you to select the specific components you want to install
and also specify locations for each component install. Custom install also allows you
the option of using a Microsoft IIS web server and/or MS SQL Server database.
Select the installation method you want to use, then click Next.

Using the Express install option

Important:The express installation option does not include the option of installing WS_FTP
Server with Microsoft IIS as the web server for WS_FTP Server Server Manager, or Microsoft
SQL Server as your database. If you wish to run WS_FTP Server with IIS or SQL Server, click
the back button and choose the Custom install option.

1 If you are installing on Windows 2008 or later, you will first see the Enable Ports
dialogue. Selecting Yes will configure the Windows firewall to allow incoming
connections from the FTP and SSH services. (If you select No, you will still be able to
configure the firewall manually later.)
2 Enter the port that your WS_FTP Web Server will use for WS_FTP Server Server Manager.
(The install will verify that the port is not in use.) Click Next.
3 Verify or enter the fully qualified host name for this server. The installation program
provides the host name of the server, but you may need to add domain information.
This host name is used to create the first host.
4 When you click Next, one of the following screens opens:
 Specify a PostgreSQL Server and Administrator Account. This screen opens if
PostgreSQL database server was previously installed on your computer. Go to step 4.
 Create User Accounts. Continue to step 5.
5 In the Administrator Password box, enter a System Administrator Password for access
to the system administrator (sa) account for the PostgreSQL database that hosts WS_FTP
Server data. Click Next. The Enter Host Name screen opens.

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WS_FTP Server Installation and Configuration Guide

6 The Create User Accounts screen opens. Set the appropriate options.
 Create the WS_FTP Server system administrator account on this host. Select the
host on which you want to create a system administrator account. If you are installing
for the first time, only one host is available.
 Username. Enter a username. This username is used to create:
 a WS_FTP Server user to serve as the system administrator. This user belongs to
the specified host, but is granted full system administrator permissions for all
hosts on the server.
 a non-privileged Windows user account named IPS_ plus the name you provide.
For example, if you enter admin, the Windows user is named IPS_admin. This
account is used by the configuration data store (PostgreSQL) and serves as the
run-as user for the WSFTPSVR virtual folder.
 Password and Confirm Password. Enter and confirm a password. This password is
assigned to both the WS_FTP Server system administrator user and the Windows user
account.

Important: Your domain password policy may require that you use complex password rules.
If so, make sure that you use a password that conforms to the domain requirements. The
account will not be created without conforming to the domain password requirements.

7 Click Next. The Ready to Install the Program screen opens.

8 The install program is now ready to install the components you selected. Click Install.
The install program installs and configures the components you selected. This may take
a few minutes.
9 If you do not have an active product license, the License Activation dialog will appear.
See "Activating WS_FTP Server for New or Upgraded Licenses" below for details.
10 Click Finish to complete the installation.

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WS_FTP Server Installation and Configuration Guide

Using the Custom install option

1 If you are installing on Windows 2008, you will first see the Enable Ports dialogue.
Selecting Yes will configure the Windows firewall to allow incoming connections from
the FTP and SSH services. (If you select No, you will still be able to configure the firewall
manually later.)
2 The Select Features screen opens. Select the checkboxes next to the components you
want to install. Click Next.
3 Choose the database you wish to use for WS_FTP Server: PostgreSQL or Microsoft SQL
Server (you will be asked for configuration values later in the install).
4 For each component that you selected, confirm the Destination Folder where the
install program will install the component. To choose a new folder, select Browse and
choose another folder. After you have made your selection, click Next. Repeat this step
for each component (including the database components). When the destination folder
for each component has been selected, the Select Web Host screen appears.
5 Select the web server that you will use with WS_FTP Server. (If you select Microsoft IIS,
be sure that IIS is running on the PC that you are installing to.) Click Next.
6 If you chose the PostgreSQL database, enter the port that your WS_FTP Web Server will
use. (The install will verify that the port is not in use.) Click Next.
7 Next, enter the fully qualified host name for this server. The installation program
provides the host name of the server, but you may need to add domain information.
This host name is used to create the first host.
8 When you click Next, one of the following screens appears:
 Specify a PostgreSQL Server and Administrator Account. This screen opens if
PostgreSQL database server was previously installed on your computer. Go to step 8.
 Create User Accounts. Continue to step 9.
9 In the Administrator Password box, enter a System Administrator Password for access
to the system administrator account for the PostgreSQL database that hosts WS_FTP
Server data. Click Next. The Enter Host Name screen opens.

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WS_FTP Server Installation and Configuration Guide

10 The Create User Accounts screen opens. Set the appropriate options.
 Create the WS_FTP Server system administrator account on this host. Select the
host on which you want to create a system administrator account (if you are using
WS_FTP Server). If you are installing for the first time, only one host is available.
 Username. Enter a username. This username is used to create:
 a WS_FTP Server user (if applicable) to serve as the system administrator. This user
belongs to the specified host, but is granted full system administrator permissions
for all hosts on the server.
 a non-privileged Windows user account named IPS_ plus the name you provide.
For example, if you enter admin, the Windows user is named IPS_admin. This
account is used by the configuration data store (PostgreSQL) and serves as the
run-as user for the WSFTPSVR Microsoft IIS virtual folder (if you use Microsoft IIS).
 Password and Confirm Password. Enter and confirm a password. This password is
assigned to both the WS_FTP Server system administrator user (if applicable) and the
Windows user account. Click Next.

Important: The Windows user account must comply with the security policies on your
Windows server. Once the install completes, verify that the account is not set to expire at the
next logon and that you are aware of any expiration policies that apply to the account.

11 If you chose Microsoft SQL Server for your database (in step 2), next you will be asked to
enter the Server's name or IP address with the instance name (formatted as
Server/Instance), a Port number (the install autofills SQL Server's default value of 1433),
the Master Database Username, and Password. Click Next.
12 If you chose Microsoft IIS as your web server, the Web Configuration screen opens. In
the Use this Web site dropdown, select the preferred Internet Information Services (IIS)
Web site. Click Next.
13 The Ready to Install the Program screen opens, which will install the components you
selected. Click Install. This may take a few minutes.
14 If you do not have an active product license, the License Activation dialog will appear.
See "Activating WS_FTP Server for New or Upgraded Licenses" below for details.
15 Click Finish to complete the installation.

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WS_FTP Server Installation and Configuration Guide

Activating WS_FTP Server for new or upgraded licenses

There are four ways you can make a WS_FTP Server installation active:
 If you installed WS_FTP Server using an installation application downloaded from a
link in a purchase confirmation email, then the program will be fully functional
immediately after installation. No further action will need to be taken.
 If you downloaded the installation application from another source, when you run
the installation, it will automatically ask you for your license serial number and
attempt to activate.
 If the WS_FTP Server license is not activated during installation, or if you are
upgrading from a previous WS_FTP Server version, you can manually activate WS_FTP
Server (see below).
 If for some reason you cannot activate your license via Internet connection, you can
opt for an offline activation. To force offline activation, on the Activation screen, clear
the check mark for Use active Internet connection. You will then need to go to
www.myipswitch.com, click Offline Activation, and follow the instructions displayed.
 You can manually activate the license on an existing installation. Before you start the
manual activation process, make sure that you have your product serial number,
MyIpswitch account name, and password available for use during activation. To
manually activate the license on an existing installation:
 Click Start > Programs > Ipswitch WS_FTP Server > Activate or Refresh WS_FTP
Server License.
- or -
 If you run the WS_FTP Server installation, near the end, it will display a License dialog.
Enter your serial number and click Activate to start the license activation process.
Follow the on-screen instructions, entering your product serial number, MyIpswitch
account name, and password. When the activation is complete, a confirmation page
indicates the license has been activated. If the activation does not complete
successfully, you may be behind a proxy or firewall that is blocking the activation
request. In this case, click the Offline button, then follow the onscreen instructions.

For more help and information about licensing, go to the MyIpswitch (www.myipswitch.com)
licensing portal.

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WS_FTP Server Installation and Configuration Guide

Installing remote services

If you enable remote connections to the database on the server where WS_FTP Server is
installed, you can install Ipswitch Notification Server or Ipswitch Log Server on another
computer.
1 If you are using Microsoft IIS as your web server, before you begin the WS_FTP Server
installation, confirm that Microsoft IIS is running and that you can access the Web site on
which you will install the WS_FTP Server Manager web application.
2 If you received an installation CD, insert it into a drive. If the Welcome screen does not
appear, select Start > Run, and enter the drive path followed by launch.exe.
Example: D:\launch.exe
- OR -
If you downloaded the software from our Web site, double-click the executable (.exe)
file to begin the installation.
3 On the installation Welcome screen, click Read to read the release notes or View to
download and view an electronic copy of the Getting Started Guide. Click Next to
continue. The License Agreement dialog appears.
4 Read the license agreement carefully. If you agree to its terms, select I accept the terms
of the license agreement and click Next. The Setup Type dialog appears.
5 Select Custom and click Next. The Select Features screen opens.
6 Select the checkbox next to the service or services that you want to install on this server.
For a standalone installation of Ipswitch Notification Server or Ipswitch Log Server, make
sure the checkbox next to WS_FTP Server is cleared. Click Next.
7 For each component that you selected to install, confirm the Destination Folder where
the install program will install the component. To choose a new folder, select Browse
and choose another folder. After you have made your selection, click Next.
8 Repeat step 6 for each component. When the destination folder for each component
has been selected, the database Logon screen opens.
9 Enter the IP address of the server where WS_FTP Server is installed. If you are using the
database installed with WS_FTP Server, leave the port number as 5432; otherwise, enter
the port on which the datbase server listens.
10 Enter the username and password for the database administrative user. If you are using
the database installed with WS_FTP Server, enter the administrator username and
password that you entered during the installation of WS_FTP Server on the other server.
For default installations, you must prepend the username with IPS_ (for example, if
you entered admin as the administrator username, enter IPS_admin here).

Note: The username for PostgreSQL is case sensitive.

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WS_FTP Server Installation and Configuration Guide

11 Click Next.
 If you are installing Ipswitch Log Server, the Enter Web Administration User name
screen opens. Continue to step 12.
 Otherwise, the Web Configuration screen opens. Continue to step 13.
12 Enter a username and password. This username and password is used to create:
 a user to serve as the Web administrator for the Ipswitch Log Server administration
application.
 (only applies to Microsoft IIS installations) a non-privileged Windows user account
named IPS_ plus the name you provide. This account is used to specify permissions
for log files and serves as the run-as user for the WSFTPLogServer virtual folder on
the web server.
Click Next. If using Microsoft IIS as your web server, the Web Configuration screen
opens. Otherwise, proceed to step 14.
13 (Step only applies to Microsoft IIS users.) In the Use this Web site list, select the
preferred Internet Information Services (IIS) Web site. Click Next. The Ready to Install the
Program screen opens.
14 The install program is now ready to install the components you selected. Click Install.
The install program installs and configures the components you selected. This may take
a few minutes.

Configuring WS_FTP Server to use remote services

If you choose to install Ipswitch Log Server and/or Ipswitch Notification Server on a remote
server, you must configure WS_FTP Server to use those services.

To configure WS_FTP Server to use a remote notification server:

 Open the WS_FTP Server Manager on the computer where WS_FTP Server is
installed.
 From the top menu, select Server > Server Settings > Notification Server. The
Notification Server Settings page opens.

Note: You must be logged in as a system administrator for the Notification Server Settings
link to appear.

 In Notification server IP address, enter the IP address or host name of the

remote notification server. Click Save.

Important: After changing Notification server IP address, you must restart the WS_FTP
Server and SSH Server services.

Note: If you installed a remote log server as well, you must update the Log Settings section
with the IP address of the remote log server.

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WS_FTP Server Installation and Configuration Guide

To configure WS_FTP Server to use a remote log server:

 Open the WS_FTP Server Manager on the computer where WS_FTP Server is
installed.
 From the top menu, select Server > Server Settings > Log Settings. The Log
Settings page opens.
 Under Enable WS_FTP Logging in Log server host or IP address, enter the IP
address or host name of the remote log server.
 Under Remote Log Server Settings, enter the username and password you
entered for the log server user during the log server installation.

If you installed WS_FTP server using the Express option, the username and password will be
the same as those used for the WS_FTP Server Manager account.

 In Web admin login location, enter the Web address for the login page of the
remote log server. In most cases, this address will be
http://<IPAddress>/WSFTPLogServer/ftplogserver/login.asp, with
<IPAddress> replaced with the IP address listed in Log server host or IP
address.

To verify the login location, go to the computer where the log server is installed, and:
- if using the Ipswitch web server, look in the folder:
32-bit: C:\Program Files\Ipswitch\WWWROOT\WSFTPSVR\FTPLogServer
64-bit: C:\Program Files (x86)\Ipswitch\WWWROOT\WSFTPSVR\FTPLogServer
- if using IIS, look in the folder: C:\inetpub\wwwroot

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WS_FTP Server Installation and Configuration Guide

Configuring Microsoft SQL Server to Start on Reboot

If Microsoft SQL Server is installed on the same system as WS_FTP Server, when you reboot
that system, you may have to manually start the Microsoft SQL Server service. To avoid this,
you can auto restart the service by making it a dependency of the WS_FTP Server services.

There are two commands you can run to add Microsoft SQL Server dependencies manually,
which will then cause the WS_FTP Server services to properly wait for SQL Server to start up (if
SQL Server is local).

Open the command program (cmd.exe), and use the sc (NT service controller) command as
follows:

sc config "Ipswitch WS_FTP Server" depend= MSSQLSERVER

sc config "Ipswitch SSH Server" depend= MSSQLSERVER

Where MSSQLSERVER may need to be replaced if the Microsoft SQL Server service is named
differently (e.g. MSSQL$SQLEXPRESS in the case of Microsoft SQL Server Express edition).

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WS_FTP Server Installation and Configuration Guide

Uninstalling WS_FTP Server

1 In the Control Panel, select Add/Remove Programs.
2 Select Ipswitch WS_FTP Server, then click Change/Remove and follow the onscreen
prompts to uninstall.
The User Configuration Data Exists screen presents options for removing the
configuration database:
 Remove the WS_FTP Server configuration data from the data store
 Remove the Ipswitch Notification Server configuration from the data store
 Also, remove the PostgreSQL database server. (Note: You may have other databases
on that server.)
If you want to maintain the configuration data in the database, for example when you
plan to upgrade or migrate to another database, make sure that these options are not
selected.

21
CHAPTER 3

Accessing WS_FTP Server

In This Chapter
Accessing the WS_FTP Server Manager ..................................................... 23
Navigating the WS_FTP Server Manager ................................................... 24

Accessing the WS_FTP Server Manager

Ipswitch WS_FTP Server Manager is the web-based program used to manage the server and
any hosts created on it. When you install the server, the server manager is also installed.

To access WS_FTP Server Manager:

1 Using one of the methods below, open the WS_FTP Server Manager.
 Double click the WS_FTP Server Manager icon on the desktop.
 From the Start menu, select Programs > Ipswitch WS_FTP Server > WS_FTP Server
Manager.
 On a computer that has Internet or network access to the server, open a web browser
and enter http://yourhostname.domainname.com/WSFTPSVR/, replacing
yourhostname.domainname.com with the host name you specified during
installation.
The Ipswitch Web Admin login page appears.
2 In Username, enter the username of a system or host administrator. If you want to use a
system or host administrator on a host other than the default host, enter the username,
host separator and host name, such as username@hostname.
3 In Password, enter the password for the user you entered.
4 Click Log In.

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WS_FTP Server Installation and Configuration Guide

Navigating the WS_FTP Server Manager

The WS_FTP Server Manager has a Web-based user interface.

The interface consists of five main regions that each perform a specific function.
 Header. The header contains the top menu, an indication of which user is logged in,
and a link to log out.
 Navigation. The navigation area contains a link to the previous page, a contextual
menu of links to pages that are relevant to the current page, and the help box.
 Help. Click to get help information about using the WS_FTP Server application.
 Feedback. This portion of the page displays informational messages about the
processes you are completing. This area may display errors, helpful tips, evaluation
status, and other information.
 Main. The main area contains the information and data for the selected page. If the
page allows you to modify or create data, a Save (or OK) and Cancel button are
anchored to the bottom left corner of the main area.
 Footer. In addition to copyright information, the footer displays links to the Ipswitch
Web site, the help system and documentation for the product, the knowledge base,
and the iCare campaign.

Note: Some pages are designed to act as dialogs, requiring that content be saved or the
action cancelled. On these pages, the top menu in the header and the contextual menu in
the navigation area are not displayed.

24
CHAPTER 4

Installing and Configuring the WS_FTP

Server Web Transfer Client
In This Chapter
System Requirements for WS_FTP Server Web Transfer Client ......... 25
Installing the WS_FTP Server Web Transfer Client ................................. 28
Configuring the WS_FTP Server Web Transfer Client ............................ 31
Configuring Support for Single Sign On .................................................... 33
Uninstalling the WS_FTP Server Web Transfer Client............................ 34
WS_FTP Server Web Transfer Client Notes ................................................ 34

System Requirements for WS_FTP Server Web

Transfer Client
Requirements for WS_FTP Server Web Transfer Client
Before installing WS_FTP Server Web Transfer Client, you need the following:
 WS_FTP Server, WS_FTP Server with SSH, or WS_FTP Server Corporate, v7.6.3 or later
 Microsoft® .NET 3.0 Framework
 ASP.NET (via IIS)
 Microsoft Internet Information Services (IIS) 7.0 or later.
The pre-installation checklist in the section, "Installing WS_FTP Server Web Transfer Client,"
describes how to configure the requirements.

Requirements for the WS_FTP Server Web Transfer Client end user
The end user can use any computer with an operating system that can support the following:
 Microsoft Internet Explorer 8 or later; Mozilla Firefox 16 or later, Google Chrome 21 or
later, Apple Safari 5 or later (Mac-only)
 Enabled Javascript support in the Web browser
 Enabled Cookie support in the Web browser
 Broadband connection to the Internet (recommended)

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WS_FTP Server Installation and Configuration Guide

Requirements for the WS_FTP Server Web Transfer Client on

Windows Server 2008 or 2012
The WS_FTP installer automatically activates certain components in your Windows Server
installation (in addition to the ones activated by a normal Server install). Before installing
WS_FTP Server, you should be sure that these changes conform to your organization’s
security policies.

The following list shows features activated by the WS_FTP Server Web Transfer Client install
under the IIS7 role. Features shown as indented indicate a nested relationship with the non-
indented feature above it.

Common HTTP Features

 Static Content
 Default Document
 Directory Browsing
 HTTP Errors
Application Development
 ASP.NET
 .Net Extensibility
 ISAPI Extensions
 ISAPI Filter
Health and Diagnostics
 HTTP Logging
 Request Monitor
Security
 Request Filtering
Performance
 Static Content Compression
Management Tools
 IIS Management Console

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WS_FTP Server Installation and Configuration Guide

The following list shows the Windows Server stand-alone features activated during WS_FTP
Server install:

.Net Framework 3.0 Features

 .Net Framework 3.0
 XPS-Viewer
 WCF Activation (HTTP Activation, Non-HTTP Activation)
Remote Server Administration Tools
 Role Administration Tools (Web Server (IIS) Tools)
Windows Process Activation Service
 Process Model
 .Net Environment
 Configuration APIs
Additionally, the Web Transfer Module install process does the following:
 Runs servicemodelreg to install the WCF service model.
 Places the Web Transfer Module and the underlying web service in classic mode
application pools.
Also, if HTTPS is not enabled on the site hosting the Web Transfer Module, the install will:
 Create a self-signed certification for the machine hostname
 Grant permissions to EVERYONE to read the folder where the certifications live
 Create an HTTPS binding on the website hosting the Web Transfer Module (if
applicable)
 Attach the certificate to the HTTPS binding

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WS_FTP Server Installation and Configuration Guide

Installing the WS_FTP Server Web Transfer Client

If you choose to install WS_FTP Server Web Transfer Client, it should be installed on the same
computer as WS_FTP Server. This section provides a pre-installation checklist and install
procedure for installing WS_FTP Server Web Transfer Client.

Pre-installation checklist for installing WS_FTP Server Web Transfer

Client
WS_FTP Server Web Transfer Client installs an IIS web application to communicate with the
WS_FTP Server database and FTP file system. Before you run the WS_FTP Server Web Transfer
Client installation, you need to install the prerequisite software and configure the WS_FTP
Server computer.
 WS_FTP Server, WS_FTP Server with SSH, or WS_FTP Server Corporate, v7.6.3
For the installation requirements and procedure, see the section "Installing and
Configuring WS_FTP Server, or refer to the WS_FTP Server Release Notes.
 Make sure Microsoft .NET Framework 3.0 is installed.
You can download and install .NET Framework 3.0 from the Microsoft Download
Center (http://www.microsoft.com/downloads/details.aspx?FamilyID=10cc340b-f857-
4a14-83f5-25634c3bf043&displaylang=en).
 Make sure Microsoft Internet Information Services (IIS) 7.0 or later is installed.
You need the Windows OS disk to install IIS. Go to Control Panel > Add or Remove
Programs, then select Add/Remove Windows Components. Select Internet
Information Services, then follow the on-screen instructions.
 You must be logged on as the ‘Administrator’ user (it is not sufficient to simply be
part of the ‘Administrators’ group).
 The Web Transfer Module needs access to the file system on your FTP host or hosts so
it can upload and download files. During the Web Transfer Module installation, you
will need to specify a Windows user account with permissions to the top folder of
each WS_FTP Server host (for each host for which you will enable WS_FTP Server Web
Transfer Client). We recommend you create a Windows user account for use by the
Web Transfer Module.
Note that this Windows user account is used differently depending on the WS_FTP
Server host settings and the user database configured for that host:
 If the host uses a Microsoft Windows or Microsoft Active Directory user database,
configured to use Windows file permissions, the user account permissions take
precedence, and this Windows account is not used.

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WS_FTP Server Installation and Configuration Guide

 If the host has a host-level impersonation account, which is required if the host Top
folder uses a UNC path, the host-level impersonation account takes precedence, and
this Windows account is not used.
 If the host uses the WS_FTP Server or ODBC user database, and the host-level
impersonation is not specified, this Windows account is used.

To install WS_FTP Server Web Transfer Client:

1 If you received an installation CD, insert it into a drive. If the Welcome screen does not
appear, select Start > Run, and enter the drive path followed by launch.exe.
Example: D:\launch.exe
- OR -
If you downloaded the software from our Web site, double-click the executable (.exe)
file to begin the installation.
2 On the Pre-installation Checklist screen, read the checklist items. Make sure you have set
up the required configuration. Select "I have completed the Pre-installation checklist,"
then click Next.
3 On the installation Welcome screen, click Next to continue. The License Agreement
dialog appears.
4 Read the license agreement. If you agree with its terms, select "I accept the terms of the
license agreement," and click Next.
Next, the Impersonation Account for Web Transfer Module screen opens.
5 Enter a Windows account that has full access to the top folder of the WS_FTP Server
host.
The Web Transfer Module needs a Windows account to use for access to the FTP file
system.
On the WS_FTP Server computer, you should have created a Windows account that
has full access to the top directory of the WS_FTP Server host, as described in the pre-
installation steps. Use that account username and password here.
Domain or Server. Enter either the valid Windows domain name of the WS_FTP
Server computer, or the Windows computer name.
User name. Enter the applicable user name for the Windows account.
Password. Enter the password for the account.
This account username and password will also appear in the WS_FTP Server Manager,
under Home > Modules > Web Access Settings. If necessary, you can modify this
account after completing the installation.

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WS_FTP Server Installation and Configuration Guide

6 Choose the appropriate IIS web site for your application. Choose the default web site,
unless you have created a dedicated web site for this server, then click Next.
The installation program also configures the Web Transfer web application to accept
SSL connections on port 443. A self-signed certificate is installed. This allows your
users to use HTTPS for secure transfers.
Next, the Destination Folder dialog opens.
7 Click Next to install to the specified folder.
If you want to install to a different folder, click Change, then browse to the
destination folder, or create a new folder, then click OK. You will be returned to the
Destination Folder dialog. Click Next.
8 Click Install. The Install Wizard completes the installation. The Setup Wizard Completed
dialog opens.
9 Read the notes related to post-installation steps, then click Finish.
You need to enable web access for users that will use the Web Transfer Client, and
provide them the web address to log on, as described in the section, "Configuring
WS_FTP Server Web Transfer Client."

If you purchased the WS_FTP Server Web Transfer Client as an add-on module to Ipswitch
WS_FTP Server, you need to refresh your Ipswitch WS_FTP Server license. To refresh, from
the Start menu, select Program Files > Ipswitch WS_FTP Server > Activate or Refresh
WS_FTP Server License. If you purchased a WS_FTP Server Corporate license, you do not
to refresh your license.

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WS_FTP Server Installation and Configuration Guide

Configuring the WS_FTP Server Web Transfer Client

WS_FTP Server Web Transfer Client does not require installation on a user's computer. Your
WS_FTP Server users can access the files in their accounts using the web browser of their
choice, and the address (URL) that you provide them.

However, you must administer the following changes in Ipswitch WS_FTP Server Manager:
1 From your existing set of WS_FTP Server users, add users to the Web Access list.
1 Log in to the WS_FTP Server Manager, and select Home > Modules. The Modules
page opens.

2 Select Web Transfer Access.

The Web Access page shows all eligible users, which is all users on all of your WS_FTP
Server hosts.
3 Add any users to whom you want to provide web access.

2 Roll out Web Transfer Access to your users by providing them the address (URL) that
users will use to log on to the Web Transfer Client.
The address is: http://<local_machine>/thinclient/
where <local_machine> is the domain name of the computer on which you installed
the Web Transfer Client. If you specified a custom port (other than the default port 80)
during installation, you need to enter it in the address.
For example, if the local computer domain name is host1.wsftp.com, then the address
your users need to log on to the Web Transfer Client is:
http://host1.wsftp.com/thinclient/
You should test this address from a remote machine before sending it out to users.

You can also launch the Web Transfer Client from the WS_FTP Server program group
(Programs > Ipswitch WS_FTP Server > WS_FTP Server Web Transfer Client.)

If you add a user to the default host (specified in Server > Server Settings > System
Details), the user will log onto the Web Transfer Client using their WS_FTP server user name
and password. If you add a user to a host that is not the default host, the user must log onto
the Web Transfer Client using the host name, host separator, and username and password;
for example: [email protected]

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WS_FTP Server Installation and Configuration Guide

Secure Transfer via HTTPS

For secure transfer, the Web Transfer Client is installed with SSL capability, which runs on port
443. The installation creates an SSL certificate which is used when the user connects via
HTTPS. You can enable secure transfer by changing the address used to log on to the Web
Transfer Client to use HTTPS, for example: https://host1.wsftp.com/thinclient/login.aspx

If you specified a custom port (other than the default port 443) during installation, you need
to enter it in the address.

Increase IIS 7.0 MaxAllowedContentLength

If your server is running IIS 7.0, users may not be able to upload file larger than 30 megabytes,
receiving the following error:

HTTP Error 404.13 - CONTENT_LENGTH_TOO_LARGE

To correct this problem:

1 Open the following file with notepad:
%windir%\system32\inetsrv\config\applicationhost.config .
2 In this file, locate the <requestFiltering> node.
3 Add a value that matches the size of the Content-Length header that the client sends as
part of the request. By default, the value of the maxAllowedContentLength property is
30000000 (The value is in bytes, so the above value is about 30 MB.). Increase this
number so that it will match the largest file size that you expect users to upload.
For example, modify the following:
<requestLimits maxAllowedContentLength ="30000000" />
to increase the value to 1073741824, which equals 1 GB:
<requestLimits maxAllowedContentLength ="1000000000" />
4 Save the ApplicationHost.config file.

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WS_FTP Server Installation and Configuration Guide

Configuring Support for Single Sign On

In a situation where someone wants to set up a "single sign on" to integrate WS_FTP Server
Web Transfer Client into an existing portal environment, you can submit a form which
"silently prefills" a username and password.

To attempt a Single Sign On, submit a form targeting "Login.aspx" and have it include the
following elements:
 SSOUsername - The username for the Single Sign On attempt.
 SSOPassword - The password for the Single Sign On attempt.
As long as the SSOUsername element exists in the form and it is not an empty string, the
Web Transfer Client will attempt a Single Sign On.

The following is a very simple example form to enable the WS_FTP Server Web Transfer
Client's Single Sign On feature. The form presents a UserID and Password textbox to the end
user. When the user enters the appropriate credentials and clicks the Launch WS_FTP
button, the WS_FTP Server Web Transfer Client attempts a Single Sign On:

<form name="formLogin" method="POST" action="http://MyHost/ThinClient/Login.aspx"

id="formLogin" >

<br />

UserID: <input type="text" name="SSOUsername" value=""><br />

Password: <input type="password" name="SSOPassword" value=""><br />

<br />

<input type="submit" name="btnLogin" value=" Launch WS_FTP " id="btnLogin" ><br

</form>

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WS_FTP Server Installation and Configuration Guide

Uninstalling the WS_FTP Server Web Transfer Client

1 In the Control Panel, select Add/Remove Programs.
2 Select Ipswitch WS_FTP Server Web Transfer Client, then click Change/Remove and
follow the onscreen prompts to uninstall.

WS_FTP Server Web Transfer Client Notes

 When using the Firefox browser on an Apple Mac computer, note that the browser
does not implement the proper Tab order on the Login page (login.aspx).
 Both WS_FTP Server Web Transfer Client and Internet Information Services (IIS) have
limits on the size of file that can be uploaded. When a user tries to upload a file that is
larger than the Web Transfer Client's maximum upload size, the Web Transfer Client
displays an error message at the top of the main page (Transfer.aspx).
If the upload exceeds the IIS maximum upload size, the browser displays a page error
and does not return to the Web Transfer Client page.
Though we cannot change the browser behavior, both of these upload values can be
set in the web.config. The default path is:
 32-bit: C:\Program Files\Ipswitch\WebClients\ThinClient
 64-bit: C:\Program Files (x86)\Ipswitch\WebClients\ThinClient

When you save changes to the Web.config file, all active WS_FTP Server Web Transfer Client
sessions will be reset, which means that any user logged on via the Web Transfer Client will
be returned to the Logon page, and will have to log on again.

 Web Transfer Client maximum upload size is set in the <appSettings> section:
<add key="MaxUploadSize" value="50"/>
The value is in MB, so the maximum upload size for the Web Transfer Client is 50 MB.

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WS_FTP Server Installation and Configuration Guide

 IIS maximum upload size is set in the <httpRuntime> section:

<httpRuntime maxRequestLength="2097151"/>
The value is in KB, so the maximum upload size is 2 GB.
The IIS limit can also be set in other locations, namely machine.config, and IIS
metabase, though we recommend using the web.config settings.
 Be aware that browser security settings can influence the download count shown in
logs. For example, if the Internet Explorer security setting 'Automatic prompting for
file downloads' is not enabled, when Web Transfer Client user selects to download a
file, Internet Explorer will pop up the following message and it will add 1 to the
download count:
'To help protect your security, IE blocked this site from downloading files to your
computer. Click here for options.'

35
CHAPTER 5

Installing and Configuring the Ad Hoc

Transfer Module
In This Chapter
System Requirements for Ad Hoc Transfer Module ............................... 37
Installing the Ad Hoc Transfer Module ....................................................... 40
Configuring the Ad Hoc Transfer Module.................................................. 43
Uninstalling the Ad Hoc Transfer Module ................................................. 45
Ad Hoc Transfer Module Notes...................................................................... 45
Installing on a Single Computer .................................................................... 47

System Requirements for Ad Hoc Transfer Module

Requirements for Ad Hoc Transfer Module
Before installing Ad Hoc Transfer Module, you need the following:
 WS_FTP Server, WS_FTP Server with SSH, or WS_FTP Server Corporate, v7.6.3
 Microsoft® .NET 3.0 Framework
 ASP.NET (via IIS)
 Microsoft Internet Information Services (IIS) 7.0 or later.
The pre-installation checklist in the section, "Installing Ad Hoc Transfer Module," describes
how to configure the requirements.

Requirements for the Ad Hoc Transfer Module web interface

(browser) end user
The end user can use any computer with an operating system that can support the following:
 Microsoft Internet Explorer 8 or later; Mozilla Firefox 16 or later, Google Chrome 21 or
later, Apple Safari 5 or later (Mac-only)
 Enabled Javascript support in the Web browser
 Enabled Cookie support in the Web browser
 Broadband connection to the Internet (recommended)

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WS_FTP Server Installation and Configuration Guide

Requirements for the Ad Hoc Transfer Plug-in for Outlook end user
For installation requirements, see Installing the Ad Hoc Transfer Plug-in for Outlook (on page
47).

Requirements for the Ad Hoc Transfer Module on Windows Server

2008 or 2012
The WS_FTP installer automatically activates certain components in your Windows Server
installation (in addition to the ones activated by a normal Server install. Before installing
WS_FTP Server, you should be sure that these changes conform to your organization’s
security policies.

The following list shows features activated by the Ad Hoc Transfer Module install under the
IIS7 role. Features shown as indented indicate a nested relationship with the non-indented
feature above it.

Common HTTP Features

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WS_FTP Server Installation and Configuration Guide

The following list shows the Windows Server stand-alone features activated during WS_FTP
Server install:

.Net Framework 3.0 Features

39
WS_FTP Server Installation and Configuration Guide

Installing the Ad Hoc Transfer Module

If you choose to install Ad Hoc Transfer Module, it should be installed on the same computer
as WS_FTP Server. This section provides a pre-installation checklist and install procedure for
installing Ad Hoc Transfer Module.

Pre-installation checklist for installing Ad Hoc Transfer Module

Ad Hoc Transfer Module installs an IIS web application to communicate with the WS_FTP
Server database and Ad Hoc file system. Before you run the Ad Hoc Transfer Module
installation, you need to install the prerequisite software and configure the WS_FTP Server
computer.
 WS_FTP Server, WS_FTP Server with SSH, or WS_FTP Server Corporate, v7.6.3
For the installation requirements and procedure, see WS_FTP Server Release Notes.
 Make sure Microsoft .NET Framework 3.0 is installed.
You can download and install .NET Framework 3.0 from the Microsoft Download
Center (http://www.microsoft.com/downloads/details.aspx?FamilyID=10cc340b-f857-
4a14-83f5-25634c3bf043&displaylang=en).
 Make sure Microsoft Internet Information Services (IIS) 7.0 or later is installed.
You need the Windows OS disk to install IIS. Go to Control Panel > Add or Remove
Programs, then select Add/Remove Windows Components. Select Internet
Information Services, then follow the on-screen instructions.
 You must be logged on as the ‘Administrator’ user (it is not sufficient to simply be
part of the ‘Administrators’ group).
 The Ad Hoc Transfer Module needs access to the Package Storage root folder on your
FTP host or hosts so it can store package files and make them available for download.
During the Ad Hoc Transfer Module installation, you will need to specify a Windows
user account with permissions to the Package Storage folder of each
 For the Ad Hoc Transfer Module to be available to recipients outside your internal
network, it will need to be installed in the DMZ and configured with the appropriate
DNS settings.

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To install Ad Hoc Transfer Module:

1 If you received an installation CD, insert it into a drive. If the Welcome screen does not
appear, select Start > Run, and enter the drive path followed by launch.exe.
Example: D:\launch.exe
- OR -
If you downloaded the software from our Web site, double-click the executable (.exe)
file to begin the installation.
2 On the Pre-installation Checklist screen, read the checklist items. Make sure you have set
up the required configuration. Select "I have completed the Pre-installation checklist,"
then click Next.
3 On the installation Welcome screen, click Next to continue. The License Agreement
dialog appears.
Read the license agreement. If you agree with its terms, select "I accept the terms of
the license agreement," and click Next.WS_FTP Server host (for each host for which
you will enable Ad Hoc Transfer Module). We recommend you create a Windows user
account for use by the Ad Hoc Transfer Module.
Next, the Destination Folder dialog opens.
4 Click Next to install to the specified folder. If you want to install to a different folder,
click Change, then browse to the destination folder, or create a new folder, then click
OK. You will be returned to the Destination Folder dialog. Click Next.
5 Specify the folder where Ad Hoc Transfer packages (user uploaded files) will be stored.
The default folder is "\Ipswitch Ad Hoc Transfer Packages" on the drive where Windows
is installed (usually C:).
Next, the Impersonation Account for Web Transfer Module screen opens.
6 Enter a Windows account that has full access to the Package Storage folder of the
WS_FTP Server host.
The Ad Hoc Transfer Module needs a Windows account to use for access to the
Package Storage folder.
On the WS_FTP Server computer, you should have created a Windows account that
has full access to the Package Storage folder of the WS_FTP Server host, as described
in the pre-installation steps. Use that account username and password here.
Domain or Server. Enter either the valid Windows domain name of the WS_FTP
Server computer, or the Windows computer name.
User name. Enter the applicable user name for the Windows account.
Password. Enter the password for the account.
This account username and password will also appear in the WS_FTP Server Manager,
under Home > Modules > Ad Hoc Transfer Access Settings. If necessary, you can
modify this account after completing the installation.

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7 Enter the settings for the mail server that will be used to send Ad Hoc Transfer packages
and notifications.
 Mail Server. The address of the mail server to which Ad Hoc Transfer Module will
connect to send emails to package recipients, and to send notifications.
 Port. Optionally, specify the port that the mail server uses. The default is port 25.
 User name. Optionally, specify a user to connect to your mail server. This is typically
not needed.
Password. Optionally, specify the password for the mail user. This is typically not
needed.
8 Choose the appropriate IIS web site for your application. Choose the default web site,
unless you have created a dedicated web site for this server, then click Next.
The installation program also configures the Ad Hoc Transfer web application to
accept SSL connections on port 443. A self-signed certificate is installed. This allows
your users to use HTTPS for secure transfers.
9 Click Install. The Install Wizard completes the installation. The Setup Wizard Completed
dialog opens.
10 Read the notes related to post-installation steps, then click Finish.
You need to enable web access for users that will use the Ad Hoc Transfer Client, and
provide them the web address to log on, as described in the section, "Configuring Ad
Hoc Transfer Module."
You need to refresh your Ipswitch WS_FTP Server license. To refresh, from the Start menu,
select Program Files > Ipswitch WS_FTP Server > Activate or Refresh WS_FTP Server
License.

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Configuring the Ad Hoc Transfer Module

There are two ways that an end user can send files via Ad Hoc Transfer:
 Using a browser to connect to the Ad Hoc Transfer web address
 Using Microsoft Outlook, which requires that the end user install a plug-in for Outlook
For browser access, Ad Hoc Transfer Module does not require installation on a user's
computer. Your WS_FTP Server users can access the files in their accounts using any browser,
and the address (URL) that you provide them.

Before a user can access the Ad Hoc Transfer Module, whether they use a browser or Outlook,
you must make the following changes:
1 In Ipswitch WS_FTP Server Manager, from your existing set of WS_FTP Server users, add
users to the Ad Hoc Transfer Access list.
1 Log in to the WS_FTP Server Manager, and select Home > Modules. The Modules
page opens.

2 Select Ad Hoc Transfer Access.

The Ad Hoc Transfer Access page shows all eligible users. These users can be from any
of your WS_FTP Server hosts.
3 Add any users to whom you want to provide Ad Hoc Transfer access.

2 In Ipswitch WS_FTP Server Manager, check Ad Hoc Transfer Settings.

3 In Ipswitch WS_FTP Server Manager, check Ad Hoc Transfer Transaction Settings.
4 For browser users, provide them the address (URL) to log on to Ad Hoc Transfer.
By default, the address is: http://<local_machine>:80/AHT
where <local_machine> is the domain name of the computer on which you installed
the Web Transfer Client. If you specified a custom port (other than the default port 80)
during install, you need to include the port in the address.
For example, if the local computer domain name is host1.wsftp.com, then the address
your users need to log on to Ad Hoc Transfer is:
http://host1.wsftp.com:80/AHT
You should test this address before sending it out to users.

You can also launch the Ad Hoc Transfer Module from the WS_FTP Server program group
(Programs > Ipswitch WS_FTP Server > WS_FTP Server Ad Hoc Transfer Client.)

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If you add a user to the default host (specified in Server > Server Settings > System
Details), the user will log onto the Add Hoc Transfer Client using their WS_FTP server user
name and password. If you add a user to a host that is not the default host, the user must log
onto the Ad Hoc Transfer Client using the host name, host separator, and username and
password; for example: [email protected]

5 For Outlook users, you need to provide them with the installation file or run the silent
install on each end user computer. You can download the installation file from your
MyIpswitch account.
For installation instructions, see "Installing the Ad Hoc Transfer Plug-in for Outlook"
and also "Silent Install for the Ad Hoc Transfer Plug-in for Outlook" in this guide.
6 Make sure that package recipients can connect to the host where the Ad Hoc Transfer
Module is installed, so that they can connect to the Download Files page. Recipients
must be able to connect, possibly from outside your network, to the URL defined in the
following web.config files.
 For the Ad Hoc Transfer web interface, open the file:
32-bit: C:\Program Files\Ipswitch\Ad Hoc Transfer\AHT\web.config
64-bit: C:\Program Files (x86)\Ipswitch\Ad Hoc
Transfer\AHT\web.config
... and check the entry 'AHTDownloadURL_Machinename'.
 For the Outlook plugin, open the file:
32-bit: C:\Program Files\Ipswitch\Ad Hoc
Transfer\XFTWebService\web.config
64-bit: C:\Program Files (x86)\Ipswitch\Ad Hoc
Transfer\XFTWebService\web.config
... and then check the entry 'AHTDownloadURL_Machinename'.

Secure Transfer via HTTPS

For secure transfer, the Ad Hoc Transfer Module is installed with SSL capability, which runs on
port 443. The installation creates an SSL certificate which is used when the user connects via
HTTPS. You can enable secure transfer by changing the address used to log on to the Ad Hoc
Transfer Module to use HTTPS, for example: https://host1.wsftp.com:443/AHT

If you specified a custom port (other than the default port 443) during install, you need to
include the port in the address.

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Uninstalling the Ad Hoc Transfer Module

1 In the Control Panel, select Add/Remove Programs.
2 Select Ipswitch WS_FTP Server Ad Hoc Transfer Module.

Ad Hoc Transfer Module Notes

We have issued a maintenance release of Ad Hoc Transfer Module and the Ad Hoc Transfer
Plug-in for Outlook that provides the following enhancements and bug fixes:

 Improved file transfer performance for the Ad Hoc Transfer Plug-in for Outlook. In
previous versions, the plug-in was limited to file attachments of no more than 2 GB.
This version removes the 2 GB restriction and provides faster transfer of large files.
Note that the 2 GB limit still applies for the Ad Hoc Transfer web interface.
 Ad Hoc Transfer Plug-in for Outlook now supports Microsoft Outlook 2013 and
Microsoft Exchange 2013.
To upgrade to this release, you need to install:
 Version 7.6.1 or later of Ad Hoc Transfer Module
 Version 2.2.1 of Ad Hoc Transfer Plug-in for Outlook
Your WS_FTP Server version (v 7.6.3) does not need to be updated.
 Internet Explorer Security Settings can affect Download counts for Ad Hoc Transfer

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WS_FTP Server Installation and Configuration Guide

When setting the values for maximum or default downloads per file, be aware that
browser security settings can influence the download count. For example, if the
Internet Explorer security setting Automatic prompting for file downloads is not
enabled, when the recipient clicks on the web link to access files, and selects to
download a file, Internet Explorer will pop up the following message and it will add 1
to the download count:
'To help protect your security, IE blocked this site from downloading files to your
computer. Click here for options.'
For this reason, we recommend that you are generous when setting these values, and
that you do not set these values to 1.
The same is true if you have multiple end users downloading a file. If the Internet
Explorer security setting Automatic prompting for file downloads is not enabled,
the download limit should be set to double the number of users who are intended to
download the file.
Also, note that download counts shown in the package detail page and in log files
will be affected.
 When using Outlook to send an Ad Hoc Transfer, when you have started composing
an email in Outlook and you click on the X to close the new message screen, Outlook
asks you if want to save your changes. At this point, you can click Cancel and it will
bring you back into the message you were writing. The Send Secure button may no
longer appear on the screen, or it may be inactive. To work around this problem,
close the new message screen, and start again.
 In Windows Explorer, you can right click a file, select Send to > Mail Recipient, which
opens the Outlook compose screen with the file attached. Ad Hoc Transfer does not
support this functionality, so you will not see the Send Secure button.

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Installing on a Single Computer

You can download the installation file from your MyIpswitch account. Run the installer
program on the computer of each user for whom you want to provide the client application.

On Windows Vista, Windows 7, and Windows 8 the installer must be run as Administrator.

You can use the "silent" (unattended) install process to automate the installations. See "Silent"
install for the Ad Hoc Transfer Plug-in for Outlook (on page 107) for more information.

System Requirements
 Microsoft Outlook 2013, 2010, 2007 (Outlook plug-in only)
 Supported Operating Systems:
 Windows 8 (32-bit and 64-bit)
 Windows 7 (32-bit and 64-bit)
 Windows Vista SP1 or later (32-bit only)
 Microsoft .NET Framework 3.5

Windows 8 may not have .NET 3.5 installed, in which case the installer prompts you to
enable it as a Windows feature. To enable the framework, refer to this Microsoft knowledge
base article (http://support.microsoft.com/kb/2785188).

 Microsoft Visual Studio 2010 Tools for Office Runtime (VSTOR 2010) Redistributable
(all OS) (Outlook plug-in only)
 Microsoft Visual Studio 2010 Tools for the Microsoft Office System (version 4.0
Runtime) Language Packs (non-English OS) (Outlook plug-in only)

If you are running the installer live (not doing a silent install), the installer automatically
installs the Microsoft Visual Studio redistributable programs; you do not need to download
anything from Microsoft. If running a silent install, you need to download and install these
redistributable programs before running the install. See the Requirements in the Silent
Install section.

On the last screen of the installer, you can select to View Install Log.

 English and German language support

Recipients can download files using a web browser supported by the parent Ad Hoc Transfer
server.

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To install the client on an end user computer:

1 Close the Microsoft Outlook application.
2 Run the Ipswitch Client Installer installation file.
3 On the installation Welcome screen, click Next to continue. The License Agreement
dialog appears.

Instead of the Welcome screen, Windows 8 users who do not have Microsoft .NET
Framework 3.5 installed see a message that Windows is missing an installation requirement.
You must enable the Microsoft .NET Framework 3.5 as a Windows feature as described
System Requirements, then continue the installation.

4 Read the license agreement. If you agree with its terms, select I accept the terms in the
license agreement and click Next. The Setup Type screen opens.
5 Choose the Setup type that best meets your needs:
If you are installing both the Ad Hoc Transfer Plug-in for Outlook and MOVEit Sync,
click Next. The Custom Setup screen opens.
If you are installing only one of the clients, select Custom, then click Next. Go to step
7.
6 Select the client (feature) you want to install, then click Next.

If you have a currently installed version of the client, the installer will remove the old version
and install the new version of the client.

The Destination folder screen opens.

7 Specify a new path or click Next to use the default path:
 32-bit: \Program Files\Ipswitch\Client
 64-bit: \Program Files (x86)\Ipswitch\Client
The Connection information screen opens.
8 Enter the server and account information:
 Server. The IP address or fully qualified server name where Ipswitch WS_FTP Server
and Ad Hoc Transfer Module are installed, for example: host1.domain.com
 This server requires an encrypted connection (SSL). By default, this option is
selected, which means the server will require a secure SSL connection (HTTPS). Clear
the selection if you want to use an unsecure connection (HTTP).
 Port. The port used to connect to the MOVEit server. For secure SSL connections, the
default port is 443. For unsecure connections, the default port is 80. To set a custom
SSL or HTTP port, select Use Custom Port, then click Custom Port and enter the new
port number.
 User name. The user's WS_FTP Server user name.
 Password. The user's WS_FTP Server password.
9 Click Next. The Ready to Install the Program screen opens.

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10 Click Install to complete the installation.

Optionally, select View Install Log to display the log.
11 On the last screen, click Finish to close the installer.

If you install the the client without entering valid connection information, you can enter the
correct connection information once the installation is finished. Click the Cannot connect to
server error notification to view the configuration dialog.

When you have successfully installed the plug-in:

1 Compose a new message in Microsoft Outlook, then click the WS_FTP Send tab on the
ribbon and select Send through WS_FTP, which invokes the Ad Hoc Transfer plug-in.
2 Attach files to the mail message.
3 Send them to recipients via Ad Hoc Transfer.
The process is the same as sending an email message with attachments, except that attached
files will now be uploaded to the file transfer server. Recipients will receive a message with a
link to connect to the file transfer server and download the files you've sent. For more
information, see the Ad Hoc Transfer Plug-in for Outlook help system.

Viewing the install log

The install log is located at:
\Users\[Username]\AppData\Roaming\OUTLOOK_PLUGIN.log

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CHAPTER 6

Configuring a Failover Solution Using

Microsoft Cluster Services
In This Chapter
Overview ................................................................................................................ 51
Step 1: Configure the MSCS Failover Solution ......................................... 54
Step 2: Install WS_FTP on Both Nodes ........................................................ 55
Step 3: Edit Ipswitch Registry Settings on Both Nodes ......................... 56
Step 4: Configure Ipswitch Services in Microsoft Cluster Services.... 58
Step 5: Test the Failover Cluster .................................................................... 64

Overview
This guide describes how to implement a failover solution for WS_FTP Server using Microsoft
Cluster Services (MSCS) software. This solution is designed to provide continuous service to
your file transfer users in the event of a service or node failure.

Microsoft Cluster Services can only provide failover with basic WS_FTP Server or WS_FTP
Server with SSH. It cannot be used with WS_FTP Server Corporate, the Web Transfer Module,
or the Ad Hoc Transfer module.

This failover solution provides one "active" and one "passive" node, each running identical
configurations of WS_FTP Server. If a server (FTP or SSH) is unavailable on the primary node,
or the primary node itself is unavailable, processing switches over to the secondary node. This
two-node configuration uses shared resources for the user database, configuration data, and
the file system for user directories and log data.

Carefully follow all directions in this document for configuring a failover cluster. Failure to do
so maybe result in a nonfunctional or malfunctioning high availability environment. Ipswitch
cannot support alternate MSCS configurations.

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If you are upgrading from a non-failover WS_FTP Server installation to a failover solution, we
recommend that you configure your failover environment with fresh WS_FTP Server
installations, then migrate your user and configuration data and file system over to the
failover configuration.

Architecture
The following diagram shows the failover configuration using Microsoft Clustering Services.
The two WS_FTP Server installations are members of the cluster. MSCS monitors the state of
the FTP and SSH servers, as well as the availability of the node. The user and configuration
databases and the file system are on systems that are outside of the cluster.

Each node has the following configuration:

 Two network adapters, each with a dedicated IP address
 Windows Server 2008 Enterprise or Windows Server 2012 Standard or Datacenter
(includes MSCS)
 WS_FTP Server with Ipswitch Web server, Log server, and Notification server
The following are configured on one or more systems outside of the cluster:
 Microsoft SQL Server 2008 or 2012 (to store WS_FTP Server configuration data)
 A supported user database for authentication (for example, Microsoft Active
Directory)
 File system for users' home folders and storing log data for the FTP and/or SSH site
You will configure a shared IP address to be used for the cluster containing Node 1 and Node
2.

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Requirements
To implement a two-node failover configuration for WS_FTP Server, you need the following:
 A single license with multiple activations for WS_FTP Server V7.6 or WS_FTP Server
with SSH V7.6 (they must be the same edition, you cannot mix an FTP only edition
with an SSH edition)
 Windows Server OS for each WS_FTP Server installation, also called a node.
Supported operating systems for MSCS failover clustering are:
Service
Operating System Edition Packs Supported Versions
Windows Server 2012  Standard  64-bit: English
 Datacenter
Windows Server 2008 Enterprise SP2 or later  32-bit: English
Windows Server 2008 Enterprise  64-bit: English
R2

Your MSCS cluster must consist of two Windows Server 2008 Enterprise nodes or two
Windows Server 2012 Standard or Datacenter nodes.
Both nodes must have similar hardware and require identical .NET frameworks and service
packs. The cluster will fail a validation test if your environments aren't properly configured
during setup.

 Each node requires two network adapters with dedicated IP addresses

 Microsoft Cluster Services for each node (included with Windows Server 2008
Enterprise and Windows Server 2012 Standard and Datacenter)
The shared resources should be installed on systems that are separate from the two WS_FTP
Server installations:
 User database for authentication (shared by both nodes) can be: WS_FTP Server
database, Active Directory, or other LDAP or ODBC database
 Microsoft SQL Server 2008 Standard or Enterprise or Microsoft SQL Server 2012
Standard or Enterprise, for WS_FTP Server configuration data (shared by both nodes)
 A NAS or file system for the file transfer file system and log data shared by both nodes

You must configure all shared resources completely before installing WS_FTP Server or the
failover solution may not function properly.

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Step 1: Configure the MSCS Failover Solution

Configure a two-node cluster in Microsoft Clustering Services
On the two systems that will run WS_FTP Server (Node 1 and Node 2), set up Windows Server
2008 Enterprise or Windows Server 2012 Standard or Datacenter with the clustering feature
and configure a cluster using the cluster IP address.

Go to the Failover Cluster Step-by-Step Guide (http://technet.microsoft.com/en-

us/library/cc731844%28WS.10%29.aspx#BKMK_Step2) in Microsoft's TechNet library and follow
Steps 2 - 4 of the "Steps for installing a two-node file server cluster" section. Stop when you
reach the section entitled "Steps for configuring a two-node file server cluster."

http://blogs.msdn.com/b/clustering/archive/2012/05/01/10299698.aspx

Ensure both nodes can access external resources

1 Verify that both nodes can access the Microsoft SQL Server database (which is used for
WS_FTP Server configuration data).
2 If you're using an external user database (for example, Active Directory or another
supported user database), verify that both nodes can access the user database location.
3 Verify that both nodes can access the NAS via the UNC path.

If you are using a Windows Share as the NAS for the file transfer file system and logging
directory, you must configure certain sharing and security permissions, otherwise logging
will fail. See Configuring Windows Share Permissions (on page 115) to configure folder
permissions.

If your nodes are having trouble accessing a resource, review your cluster configuration to
verify that you have selected the appropriate settings for your environment.

If you are migrating from a standalone WS_FTP Server installation to a failover cluster, go to
Migrating WS_FTP Server to a Failover Cluster (on page 121) to continue configuring the
failover solution.

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Step 2: Install WS_FTP on Both Nodes

You must install and configure WS_FTP Server on both nodes.
1 Install WS_FTP Server. Install WS_FTP Server first on Node 1 and then on Node 2. Use
the custom install option, and use:
 Ipswitch web server
 SQL Server database
For step-by-step instructions, see Installing and Configuring WS_FTP Server (on page
7).
2 Configure WS_FTP Server. On Node 1, on the Host Details page in the WS_FTP Server
Manager:
 Set the top folder to the UNC path for the shared file system (NAS).
 In Impersonation Settings, specify a Windows user account that the server uses to
request access to folders used by this host.

The WS_FTP Server installation creates a default host that uses the WS_FTP Server user
database. To use another supported user database, you must create a new host and then
configure the top folder and impersonation settings.

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WS_FTP Server Installation and Configuration Guide

Step 3: Edit Ipswitch Registry Settings on Both Nodes

After installing WS_FTP Server, you must copy Ipswitch registry entries from Node 1 to Node
2. Ipswitch provides a script that backs up the registry on Node 1, writes the logging directory
UNC path to the registry, and exports the registry entries to import to Node 2.

To Copy Registry Entries from Node 1 to Node 2:

1 On both nodes, open the WS_FTP Server Manager and stop Ipswitch Services.
2 On Node 1, open the Command Prompt in the WS_FTP Server Utilities directory:
 32-bit: C:\Program Files\Ipswitch\WS_FTP Server\Utilities
 64-bit: C:\Program Files (x86)\Ipswitch\WS_FTP Server\Utilities
3 To run the registry copy script, type this command and press Enter:
cscript wssregcopy.vbs "\\<hostname>\<sharename>"

\\<hostname>\<logdirectory> is the UNC path of the log directory.

Be sure to save WS_FTP_Server_RegBackup_<date>.reg in a safe place. (<date> is the

current date in the format YYYYMMDD.) This is the Ipswitch registry backup for Node 1.

4 Copy WS_FTP_Server_Failover_Settings_<date>.reg from Node 1 to Node 2.

(<date> is the current date in the format YYYYMMDD.)

Be sure to save a copy of WS_FTP_Server_Failover_Settings_<date>.reg in a safe

place.

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5 On Node 2, backup the Ipswitch registry entries.

1 Open the Windows registry and navigate to the Ipswitch registry key:

 32-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Ipswitch\
 64-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Ipswitch
2 Right-click the Ipswitch key and select Export.

3 Save the .reg file. This is the Ipswitch registry backup for Node 2.

Be sure to save the .reg file in a safe place. This is the Ipswitch registry backup for Node 2.

6 On Node 2, right-click the WS_FTP_Server_Failover_Settings_<date>.reg file

that you copied from Node 1and select Merge. A dialogue window opens asking you to
confirm the action.
7 Click Yes to copy the registry entries. A dialogue window opens informing you that the
action was successful.
8 Click OK to close the dialogue.
9 On both Node 1 and Node 2, open the WS_FTP Server Manager, and restart the Ipswitch
Services.
Be sure that you clearly name and save the registry backups for each node. If something
happens to your failover deployment, you can always roll back the registries on each node
to a fresh installation of WS_FTP Server. You will also need them to replace any nodes that
fail.

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Step 4: Configure Ipswitch Services in Microsoft

Cluster Services
Configure Ipswitch Services as Generic Services in MSCS
1 To open MSCS, select Administrative Tools > Failover Cluster Management. The
Failover Cluster Management main screen opens. In the left pane, under Nodes, you
should see the two nodes you set up.
2 Open the High Availability Wizard:
 Windows Server 2008: In the left pane, right-click Services and Applications, and
select Configure a Service or Application.
 Windows Server 2012: In the left pane, right-click Roles and select Configure Role.
The High Availability Wizard opens.

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3 On the Before You Begin page, click Next.

On Windows Server 2008, the Selected Service or Application page opens (shown in
the image below). On Windows Server 2012, the Select Role page opens.

4 Select Generic Service, then click Next. The Select Service page opens.

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WS_FTP Server Installation and Configuration Guide

5 Select Ipswitch WS_FTP Server, then click Next. The Client Access Point page opens.

6 In the Name field, enter the name that clients will use when accessing this service (for
example "WFFTPSvc"), and enter the service's IP addresses.
If the clustered service has two IP addresses, they must be on separate subnets: one
private address for MSCS use (the cluster IP address) and one public address for the
service (the Client Access Point IP address).
If the cluster is not allowed to use one of the networks for cluster communication, the
Client Access Point page displays one network and only allows you to set one IP
address. Enter the same IP address for both cluster communication and the Client
Access Point.

Clients will use the public IP address to connect to your FTP/SSH servers.

The Client Access Point IP addresses must be different from the IP addresses you used when
configuring the cluster.

7 Click Next to proceed through the Select Storage page, then click Next again to
proceed through the Replicate Registry Settings page. (You do not need to set options
on these pages.)

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8 On the Confirmation page, review your settings and click Next to continue. The
Summary page opens.

9 On the Summary page, click Finish. The High Availability Wizard closes.

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Add Additional Ipswitch Services to the Cluster

You must add each additional Ipswitch service to the Generic Service you just created.
1 Right-click the newly created entry (Ex. WFFTPsvc), and then select Add a Resource.
2 Select 4 - Generic Service. The New Resource Wizard opens.

3 Select Ipswitch SSH Server, then click Next. The Confirmation screen opens.
4 Click Next to confirm the selection, then click Finish to close the New Resource Wizard.
5 Repeat Steps 1-4 to add Ipswitch WS_FTP Web Server$FTPServer service to the
Generic Resource.

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Configure Ipswitch Services to Restart on Failure

On both nodes, you must configure FTP, SSH, FTP Web, Logging, and Notification services to
restart once on failure before failing over all other services to the passive node. This prevents
non-critical services from failing over FTP or SSH server services, which would halt any current
transfers.
1 To open Services, go to Administrative Tools > Services.
2 Right-click the Ipswitch Logging Server service and select Properties.
3 On the Recovery tab, for First Failure, select Restart the Service, then click OK.

Repeat Steps 2-3 for Ipswitch WS_FTP Web Server$FTPServer, Ipswitch Notification
Server, Ipswitch WS_FTP Server, and Ipswitch SSH Server.

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Step 5: Test the Failover Cluster

You should ensure your failover environment is functioning properly after configuration. You
can test the cluster by simulating a failover from the Cluster Administrator. The process to
test the cluster is:
1 Transfer a file on Node 1 to ensure that you can connect to the server via the cluster and
to ensure that logging is functioning properly.
2 Move services from Node 1 to Node 2 via the MSCS management console to simulate a
service-level failover.
3 Transfer a file on Node 2 to ensure that you can connect to the server via the cluster and
to ensure that logging is functioning properly.
To transfer a file on Node 1:
1 Ensure Node 1 is active. To ensure Node 1 is active, in the left pane of the Cluster
Administrator window under the cluster, click Services and Applications > <generic
service>, where <generic service> is the name of the Generic Service you created in
Step 4 of the cluster configuration. Verify that the Status of each Server and Service is
Online and that the Current Owner is Node 1.

In Windows Server 2012, verify that Node 1 is active under Nodes.

2 Connect to the cluster with a file transfer client via the Client Access Point (CAP) IP
address, then transfer a file (for example, node1active.log) to ensure the active node
is functioning properly.

If you cannot connect to the cluster, ensure that you can ping the cluster, CAP, and both
node IP addresses from your client, that you properly configured IP addresses associated
with the cluster, and that both nodes have the proper firewall exceptions.

3 Check the log file to ensure that logging is functioning properly.

The file in the screenshot was sent from Node 1.

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If logging is not functioning properly, ensure that the registry key to the logging directory is
set to the proper UNC path (see the Changing the log file path
(http://ipswitchft.custhelp.com/app/answers/detail/a_id/646) article in the Ipswitch Knowledge
Base), that the Windows share has proper permissions if applicable (see Configuring Windows
Share Permissions for Failover Clusters (on page 115)), and that you restarted the Ipswitch
Logging Service after editing Ipswitch registry entries. Restart logging service on both nodes
after you make any changes.

To move services from Node 1 to Node 2:

Windows Server 2008:

1 Open MSCS from Administrative Tools > Failover Cluster Management. The Failover
Cluster Management main window opens. In the left pane, you should see the Generic
Service that you set up under Services and Applications.

2 Right-click the Generic Service and select Move this service or application to another
node > 1 - Move to node <Node 2>, where <Node 2> is the name of Node 2 in the
cluster. The Ipswitch services move from the active node (Node 1) to the passive node
(Node 2). When finished, the Status of each Server and Service should be Online and the
Current Owner should be Node 2.

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Windows Server 2012:

1 Open MSCS from Administrative Tools > Failover Cluster Management. The Failover
Cluster Management main window opens.
2 In the left pane, open the cluster and select Roles.
3 In the action pane, right-click Node 1 and select Move > Best Possible Node or Select
Node. The Ipswitch services move from the active node (Node 1) to the passive node
(Node 2,the node you selected). When finished, the Status of each Server and Service
should be Online and the Owner Node should be Node 2.
To transfer a file on Node 2:
1 Connect to the cluster with a file transfer client again, then transfer any file (for example,
node2active.log) to ensure the cluster is functioning properly.
2 Check the log file again to ensure that logging is functioning properly. You will see that
you have connected to Node 2 through the cluster.

The file in the screenshot was sent from Node 2.

3 Move services back to Node 1 when finished.

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CHAPTER 7

Configuring a Failover Solution Using

Microsoft Network Load Balancing
In This Chapter
Overview ................................................................................................................ 67
Step 1: Configure the NLB Failover Solution............................................. 70
Step 2: Install WS_FTP on Both Nodes ........................................................ 78
Step 3: Edit Ipswitch Registry Settings on Both Nodes ......................... 79
Step 4: Install WS_FTP Server Modules ....................................................... 81
Step 5: Configure Ipswitch Services to Restart on Failure.................... 84
Step 6: Configuring IIS for Log Viewing...................................................... 85
Step 7: Test the Failover Cluster (NLB) ........................................................ 86

Overview
This guide describes how to implement a failover solution for WS_FTP Server using Microsoft
Network Load Balancing (NLB) software. This solution is designed to provide continuous
service to your file transfer users in the event of a node failure.

This failover solution provides one "active" and one "passive" node, each running identical
configurations of WS_FTP Server. If the primary node itself is unavailable, processing switches
over to the secondary node. This two-node configuration uses shared resources for the user
database, configuration data, and the file system for user directories and log data.

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Architecture
The following diagram shows the failover configuration using Network Load Balancing. The
two WS_FTP Server installations are members of the cluster. NLB monitors the state of the
primary node. The user and configuration databases and the file system are on systems that
are outside of the cluster.

Each node has the following configuration:

 Two network adapters, each with a dedicated IP address
 Windows Server 2008 or Windows Server 2012 (includes NLB)
 WS_FTP Server with Log server, Notification server, and either Ipswitch Web server or
Microsoft IIS
The following are configured on one or more systems outside of the cluster:
 Microsoft SQL Server 2008 or Microsoft SQL Server 2012 (to store WS_FTP Server
configuration data)
 A supported user database for authentication (for example, Microsoft Active
Directory)
 File system for users' home folders and storing log data for the FTP and/or SSH site
You will configure a shared IP address to be used for the cluster containing Node 1 and Node
2.

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Requirements
To implement a two-node failover configuration for WS_FTP Server, you need the following:
 A single license with multiple activations for WS_FTP Server V7.6 (they must be the
same edition; for instance, you cannot mix an FTP only edition with an SSH edition
that includes the Ad Hoc Transfer module)
 Windows Server OS for each WS_FTP Server installation, also called a node.
Supported operating systems for NLB failover clustering are:
Service
Operating System Edition Packs Supported Versions
Windows Server 2012  Standard  64-bit: English
 Datacenter
Windows Server 2008  Standard SP2 or later  32-bit: English
 Enterprise
Windows Server 2008  Standard  64-bit: English
R2  Enterprise

Your NLB cluster must consist of identical operating systems on each node.
For example: two Windows Server 2008 Standard installations, or two Windows Server 2012
Datacenter installations.
Both nodes should have similar hardware, .NET frameworks and service packs.

 Each node requires two network adapters with dedicated IP addresses

 Microsoft Network Load Balancing (included with Windows Server 2008 and 2012) for
each node
The shared resources should be installed on systems that are separate from the two WS_FTP
Server installations:
 User database for authentication (shared by both nodes) can be: WS_FTP Server
database, Active Directory, or other LDAP or ODBC database
 Microsoft SQL Server 2008 or 2012, Standard or Enterprise, for WS_FTP Server
configuration data (shared by both nodes)
 A NAS or file share for the file transfer file system and log data shared by both nodes

You must configure all shared resources completely before installing WS_FTP Server or the
failover solution may not function properly.

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Step 1: Configure the NLB Failover Solution

Configuring a Two-Node Cluster in Windows Server 2008

On the two systems that will run WS_FTP Server (Node 1 and Node 2), set up Windows Server
with the Network Load Balancing feature and configure a cluster using the cluster IP address.

To configure a two-node cluster in Microsoft Network Load Balancing on Windows

Server 2008/2012:
1 On each node, install the Network Load Balancing feature from the Server Manager.
2 To create a new cluster: On Node 1, open the Network Load Balancing Manager from
Administrative Tools > Network Load Balancing Manager.

3 Click Cluster > New. The New Cluster : Connect window opens.

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4 For Host, enter localhost and click Connect. A list of interfaces appears.

5 Select the interface with the IP address that the cluster will user and click Next. The Host
Parameters page opens.
6 Click Next. The Cluster IP Addresses page opens.
7 Click Add. The Add IP Addresses dialogue window opens.

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8 Enter the IP address that will be used to connect to the cluster and the subnet mask. The
cluster IP address should not already be assigned to any host. Click OK to close the
dialogue.
9 Click Next. The Cluster Parameters page opens.

10 Enter this information:

 Full internet name: enter the full cluster name
 Cluster Operation Mode: select Multicast

Clients will use the cluster IP address to connect to your FTP/SSH servers and your IIS-based
Web Transfer Module or Ad Hoc Transfer module.

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11 Click Next. The Port Rules page opens.

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12 Click Finish. Network Load Balancing creates the cluster. (The new cluster appears in the
Network Load Balancing Manager.) When the Log displays the message "End
configuration change" and the host displays the status Converged, the cluster is usable.

13 Add Node 2 to the cluster. On Node 1, right-click the cluster and select Add Host to
Cluster. The Add Host to Cluster : Connect window opens.

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14 For Host, enter the IP address of Node 2 and click Connect. A list of interfaces appears.

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15 Select the interface with the IP address that the cluster will user and click Next. The Host
Parameters page opens.

16 Click Next. The Port Rules page opens.

17 Click Finish. Network Load Balancing adds the host to the cluster. When the Log
displays the message "End configuration change" and both hosts display the status
Converged, the cluster is usable.

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Ensuring Both Nodes Can Access External Resources

If your nodes are having trouble accessing a resource, review your cluster configuration to
verify that you have selected the appropriate settings for your environment.

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Step 2: Install WS_FTP on Both Nodes

You must install and configure WS_FTP Server on both nodes.
1 Install WS_FTP Server. Install WS_FTP Server first on Node 1 and then on Node 2. Use
the custom install option, and use:
 Ipswitch web server or Microsoft Internet Information Services (IIS)
 Microsoft SQL Server database
For step-by-step instructions, see Installing and Configuring WS_FTP Server (on page
7).
2 Configure WS_FTP Server. On Node 1, on the Host Details page in the WS_FTP Server
Manager:
 Set the top folder to the UNC path for the shared file system (NAS).
 In Impersonation Settings, specify a Windows user account that the server uses to
request access to folders used by this host.

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Step 3: Edit Ipswitch Registry Settings on Both Nodes

To Copy Registry Entries from Node 1 to Node 2:

\\<hostname>\<logdirectory> is the UNC path of the log directory.

Be sure to save WS_FTP_Server_RegBackup_<date>.reg in a safe place. (<date> is the

current date in the format YYYYMMDD.) This is the Ipswitch registry backup for Node 1.

4 Copy WS_FTP_Server_Failover_Settings_<date>.reg from Node 1 to Node 2.

(<date> is the current date in the format YYYYMMDD.)

Be sure to save a copy of WS_FTP_Server_Failover_Settings_<date>.reg in a safe

place.

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5 On Node 2, backup the Ipswitch registry entries.

1 Open the Windows registry and navigate to the Ipswitch registry key:

 32-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Ipswitch\
 64-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Ipswitch
2 Right-click the Ipswitch key and select Export.

3 Save the .reg file. This is the Ipswitch registry backup for Node 2.

Be sure to save the .reg file in a safe place. This is the Ipswitch registry backup for Node 2.

6 On Node 2, right-click the WS_FTP_Server_Failover_Settings_<date>.reg file

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Step 4: Install WS_FTP Server Modules

You must install and configure the Ad Hoc Transfer module (AHT) and Web Transfer Module
(WTM) on both Node 1 and Node 2. Before installing the modules:
1 Import the SSL certificate to the IIS sites on each node.
2 Apply the SSL certificate to the website in IIS on each node.

If you do not apply the SSL certificate to the website in IIS before installing the Web Transfer
Module or the Ad Hoc Transfer module, you will have to uninstall and then reinstall the WTM
or AHT module after the certificate is changed.

Installing and Configuring the Web Transfer Module

1 Install the Web Transfer Module on both Node 1 and Node 2.
2 After installation, browse to the install directory for the WMT web interface on each
node. The default path is:
 Windows (32-bit) - C:\Program Files\Ipswitch\WebClients\ThinClient
 Windows (64-bit) -
C:\Program Files (x86)\Ipswitch\WebClients\ThinClient
3 On both nodes, create a backup of web.config before making any changes. You can
revert to these backups if something breaks during configuration.
4 On both nodes, open web.config in a text editor such as Notepad.
5 Locate the machinekey XML node. It should look like:
<machineKey
validationKey="EA96C95FA2197D5500FF83F240A255F6C99C8120"
decryptionKey="333D48BBCB70C5B3E9555FF438DFAB442924168CAB886EBA309
6B14106681850"
validation="SHA1"
decryption="AES"
/>
6 Copy each of these lines (the entire XML node, from <machineKey to />) from
web.config on Node 1 to web.config on Node 2.
7 If you make any other changes to web.config, ensure that you make them on both
nodes.
8 Once you are finished making changes, save web.config on both nodes.
9 Restart the website in IIS on both nodes for the changes to take effect.

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Installing and Configuring the Ad Hoc Transfer Module

1 Install the Ad Hoc Transfer module on Node 1 and Node 2. During the installation,
change the Package Storage Folder to a folder on the NAS file system.

2 After installation, browse to the install directory for the AHT web interface on both
nodes. The default path is:
 Windows (32-bit) - C:\Program Files\Ipswitch\Ad Hoc Transfer\AHT
 Windows (64-bit) - C:\Program Files (x86)\Ipswitch\Ad Hoc Transfer\AHT
3 On both nodes, create a backup of web.config before making any changes. You can
revert to these backups if something breaks during configuration.
4 On both nodes, open web.config in a text editor such as Notepad.
5 On both nodes, locate the line that reads:
<add key="AHTDownloadURL_MachineName"
value="localmachine.ipswitch.com"></add>
... where localmachine.ipswitch.com is the machine name of the node.
6 Replace each node's machine name in that line with the name of the cluster. This will
allow users access to AHT in the event of a failover. For example:
<add key="AHTDownloadURL_MachineName"
value="clustername.ipswitch.com"</add>

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7 Locate the machinekey XML node. It should look like:

<machineKey
validationKey="EA96C95FA2197D5500FF83F240A255F6C99C8120"
decryptionKey="333D48BBCB70C5B3E9555FF438DFAB442924168CAB886EBA309
6B14106681850"
validation="SHA1"
decryption="AES"
/>
8 Copy each of these lines (the entire XML node, from <machineKey to />) from
web.config on Node 1 to web.config on Node 2.
9 If you make any other changes to web.config, ensure that you make them on both
nodes.
10 Once you are finished making changes, save web.config on both nodes.
11 Restart the website in IIS on both nodes for the changes to take effect.

Configuring the Ad Hoc Transfer Outlook Plugin

1 After installing and configuring the Ad Hoc Transfer module, browse to the install
directory for the Outlook plugin web service on both nodes. The default path is:
 Windows (32-bit) - C:\Program
Files\Ipswitch\Ad Hoc Transfer\XFTWebService
 Windows (64-bit) -
C:\Program Files (x86)\Ipswitch\Ad Hoc Transfer\XFTWebService
2 On both nodes, create a backup of web.config before making any changes. You can
revert to these backups if something breaks during configuration.
3 On both nodes, open web.config in a text editor such as Notepad.
4 On both nodes, locate the line that reads:
<add key="AHTDownloadURL_MachineName"
value="localmachine.ipswitch.com"></add>
... where localmachine.ipswitch.com is the machine name of the node.
5 Replace each node's machine name in that line with the name of the cluster. This will
allow users access to AHT in the event of a failover. For example:
<add key="AHTDownloadURL_MachineName"
value="clustername.ipswitch.com"</add>
6 If you make any other changes to web.config, ensure that you make them on both
nodes.
7 Once you are finished making changes, save web.config on both nodes.
8 Restart the website in IIS on both nodes for the changes to take effect.

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Step 5: Configure Ipswitch Services to Restart on

Failure
You can configure Ipswitch Services to automatically restart in the event of a service-level
failure.

Network Load Balancing does not support service-level failover. If services continue to fail on
the active node, you must induce failover by shutting down the active node.

To configure Ipswitch Services to restart on failure in Windows Server:

1 To open Services, go to Administrative Tools > Services.
2 Right-click the Ipswitch Logging Server service and select Properties.
3 On the Recovery tab, for First Failure, select Restart the Service, then click OK.

4 Repeat Steps 2-3 for Ipswitch WS_FTP Web Server$FTPServer, Ipswitch Notification
Server, Ipswitch WS_FTP Server, and Ipswitch SSH Server.

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Step 6: Configuring IIS for Log Viewing

If you are using Microsoft IIS as your web server and you want to view logs in WS_FTP Server's
Log Viewer, you must complete the following steps on all machines on which WS_FTP Server
is installed:
1 Create a Windows Domain User on the Domain Controller that responds to
authentication requests. For Domain, use the domain on which the Windows Servers are
located. For User name, select a user name that describes the purpose of the account.

The Domain account should have access full access to this directory:
Windows (64-bit): C:\Program Files (x86)\Ipswitch\WWWROOT
Windows (32-bit): C:\Program Files\Ipswitch\WWWROOT

2 Give the newly created user Read access to the Shared location where the logs are
located. See Setting Sharing and Security Permissions in Windows Server 2008 and 2012 (on
page 116) for details on how to do this.
3 Open IIS, and under Default Web Site select WSFTPSVR.
4 Double-click Authentication in the right-window and then edit Anonymous
Authentication.
5 Change Specific user from the local IPS Account and set it to use the Domain account
you just created.

When installing WS_FTP Server using IIS, a local IPS_account is created and is used by default
for anonymous authentication of the WSFTPSVR IIS application.

6 Once done, restart IIS for the changes to take effect.

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Step 7: Test the Failover Cluster (NLB)

You should ensure your failover environment is functioning properly after configuration. You
can test the cluster by disconnecting the active node from the network to force a failover.

To test the failover cluster:

1 Disable Node 2 to make Node 1 the active node.
To disable Node 2, disconnect the node from the network. You can either:
 Shut down the node, or
 Disable the node's Network Connection.
Node 1 is now the active node.

2 Connect to the cluster with a file transfer client via the cluster IP address, then transfer
any file (for example, node1active.log) to ensure the active node is functioning
properly.

If you can't connect to the cluster, ensure that you can reach the cluster from your client,
that you configured the IP addresses associaed with the cluster, and that both nodes have
the proper firewall exceptions.

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3 Check the log file to ensure that logging is functioning properly.

The file in the screenshot was sent from Node 1.

If logging is not functioning properly, ensure that the registry key to the logging directory is
set to the proper UNC path (see the Changing the log file path
(http://ipswitchft.custhelp.com/app/answers/detail/a_id/646) article in the Ipswitch
Knowledge Base), that the Windows share has proper permissions if applicable (see
Configuring Windows Share Permissions for Failover Clusters (on page 115)), and that you
restarted the Ipswitch Logging Service after editing Ipswitch registry entries. Restart logging
service on both nodes after you make any changes.

4 Reconnect Node 2 to the network and ensure it is part of the cluster.

5 Disable Node 1 to make Node 2 the active node.

To disable Node 1, disconnect the node from the network. You can either:
 Shut down the node, or
 Disable the node's Network Connection.
Node 2 is now the active node.
6 Connect to the cluster with a file transfer client via the cluster IP address again, then
transfer any file (for example, node2active.log) to ensure the cluster is functioning
properly.

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7 Check the log file again to ensure that logging is functioning properly. You will see that
you have connected to Node 2 through the cluster IP address.

The file in the screenshot was sent from Node 2.

8 Connect the disconnected node to the network again.

9 Check the status of the cluster in the Network Load Balancing Manager again.

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APPENDIX A

Upgrades

Upgrading Licenses
If you are upgrading an existing WS_FTP Server 7 license, use the following procedure.
Upgrading an existing license includes the following:
 Upgrading from an evaluation license to a full license
 Adding a feature(s) to an existing license, for example, adding the Ad Hoc Transfer
Module, or upgrading to WS_FTP Server Corporate
1 Purchase the feature.
2 Click Program Files > Ipswitch WS_FTP Server > Activate or Refresh WS_FTP Server
License. The Ipswitch Product Activation program opens.

Note that your serial number should appear in the Serial Number box. If it does not
appear, please enter it.
3 Click Activate to upgrade your license.
Your license will be upgraded to include the new purchased feature. This upgrade
process does not create a second activation of the product, it just updates the
existing license.

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Upgrading from previous WS_FTP Server versions

 To upgrade to WS_FTP Server 7.6 or later, your currently installed version must be
WS_FTP Server 7.1 or later.
 Before doing an upgrade see the system requirements (on page 7) for changes to
supported operating systems and database versions.
 Make a backup of your existing server before starting the installation program. The
WS_FTP Server 7.x installation program makes changes to your database that will not
work with pre-7.0 versions of WS_FTP Server. We recommend that you back up your
database so you retain the option of reverting to the previous version. To back up a
PostgreSQL database, see the Knowledge Base article on how to back up WS_FTP
Server 6+ (http://ipswitchft.force.com/kb/articles/FAQ/Backup-and-Restore-PostgreSQL-
database-from-PGadmin3-Console-
1307565979764?retURL=%2Fkb%2Fapex%2FknowledgeHome&popup=false). To back
up a SQL Server database, see your SQL Server documentation.
 If the WS_FTP Server installation uses PostgreSQL, you must install Microsoft .NET
Framework 3.5 when upgrading to WS_FTP Server 7.6 or later from versions before
7.5.1, otherwise the installer will not let you complete the upgrade.
 If you are upgrading from WS_FTP Server 6.x (with FTP only, no SSH) to WS_FTP
Server with SSH 7, the SSH Listener is not created by the installation program. When
the installation program completes, you need to log on to the WS_FTP Server
Manager, select Listeners, and create the SSH listener.

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Upgrading your WS_FTP Server Installation OS from

Windows 2003 to 2008
These instructions explain how to migrate your present WS_FTP Server installation from a
Windows 2003 to 2008/2012 operating system, complete with your present accounts,
configuration, and data:
1 If your current installation is a release prior to WS_FTP Server v7.5.1, upgrade your
current installation to the 7.5.1 version. This step is necessary because the migrated
database must be a version 7.5.1-compatible database.
2 Back up the “ws_ftp_server” and “ips_notifications” databases created by your current
2003 installation. (If your installation uses PostGreSQL for its database, use PostGreSQL’s
pgAdminIII tool to back up these two databases. If your installation uses MS SQL Server,
use the BACKUP DATABASE command, or the Backup Database option in Enterprise
Manager. Refer to the appropriate Microsoft or PostGreSQL documentation for details.)
3 Install WS_FTP Server on the Windows 2008/2012 server you want your WS_FTP Server
2008/2012 installation to reside on. (See the section Installing WS_FTP Server (on page
11).) Also install Server modules, as appropriate, such as the WS_FTP Server Web
Transfer Client.
4 Copy the files for the databases (created in step 2 above) to the target Windows
2008/2012 Server.
5 Stop all Ipswitch services on the target Windows 2008/2012 server. You can do this by
navigating to Server > Services, selecting the checkboxes next to each service, then
clicking Stop.
6 Drop empty databases for both WS_FTP Server and IPS Notifications database on
2008/2012 (“ws_ftp_server” and “ips_notification”). For SQL Server use the DROP
DATABASE command, or drop the database in Enterprise Manager using the “Drop
Database” task. For PostGreSQL, use the pgAdminIII tool.

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7 Create new database and restore the database with the new files. With MS SQL, the
command will be RESTORE DATABASE, or the Restore Database option in Enterprise
Manager. With a PostgreSQL database, in the pgAdminIII tool, right click Databases,
choose New Database, then use the following parameters:
Name your new database “ws_ftp_server”
Owner = IPS_admin
Encoding = UTF8
Template = template0
Tablespace = pgdefault
Ok
After right clicking and creating a second New Database:
Name your new database “ips_notifications”
Owner = IPS_admin
Encoding = UTF8
Template = template0
Tablespace = pgdefault
8 Restart the services stopped in Step 5. Verify that WS_FTP Server is in proper working
order on the target 2008/2012 machine by transferring a test file, logging into WS_FTP
Server, and checking to see if data is correctly displayed under Users, Listeners, and
Notifications.

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Upgrading Ad Hoc Transfer Plug-in for Outlook

Ipswitch no longer supports the Ad Hoc Transfer Plug-in for Outlook on Windows Server
2003 or 2008. Do not upgrade to the Ad Hoc Transfer Plug-in for Outlook V2.3 on those
operating systems.

An Upgrade Affects Any Customizations to the User Interface and

Help Topics
When you upgrade from version 2.1 of Ad Hoc Transfer Plug-in for Outlook, a new
customizations sample file is installed. This is necessary because the schema for this XML file
has changed. In order to maintain your customizations, you need to copy the entries from
your existing customizations.xml file to a new customizations.xml that is based on the new
sample file. The new sample file can be found in: C:\ProgramData\Ipswitch\Ad Hoc
Transfer Plug-in for Outlook\customizations.xml.sample

For more information, see Customizing the User Interface.

If you are upgrading from version 2.2 of Ad Hoc Transfer Plug-in for Outlook, any changes
that you have made to the customizations.xml file are maintained.

Standard Upgrade
If you have a previous version of the Ad Hoc Transfer Plug-in for Outlook installed on a system
with a supported version of Outlook, you can upgrade to the Ad Hoc Transfer Plug-in for
Outlook V2.3 by running the installer. It retains the previous configuration settings so that the
Ipswitch client can use them to connect to the WS_FTP Server server.

See Installing (on page 47) for installation requirements and information.

Silent Upgrade
If your current version is Ad Hoc Transfer Plug-in for Outlook V2.0 or later, the silent
installation will handle the upgrade to the new version, and can install Sync at the same time.

If your current version is Ad Hoc Transfer Plug-in for Outlook V1.5, before silently upgrading
to the Ad Hoc Transfer Plug-in for Outlook V2.3, you must first uninstall the previous version
using command line options to execute the uninstall. The installer can use the previous
configuration settings during installation so that the plug-in can use them to connect to the
WS_FTP Server server.

Ensure that you meet all requirements before attempting a silent install, or you will break the
plug-in installation. See "Silent" install (on page 107) for information about installing the
requirements and configuring the silent installation.

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To silently upgrade the client application:

1 Ensure Outlook is closed on the computer.
2 If your current version is Ad Hoc Transfer Plug-in for Outlook V1.5, you need to silently
uninstall the version 1.5 of the plug-in. When you run the installer, you must use this
syntax:
msiexec /x {D05A1A4A-82E2-4C04-8566-FB792A66C8E} /q

If you did not install the plug-in silently on Windows Vista or 7, an Administrator must either
uninstall from the command line without using the quiet (/q) parameter or uninstall the
plug-in from Programs and Features.

3 Once the uninstall is complete, you can install the Ad Hoc Transfer Plug-in for Outlook
V2.2.1 using this syntax:
msiexec /i [path+executable].msi /q
DRIVER_NAME="xftWSFTPDriver.dll" [optional connection properties]

The previous connection configuration information is saved on the computer after

uninstalling the plug-in. You do not need to enter connection properties again.

You must run all installer commands from the Administrator account.

Remote Upgrade using Active Directory Group Policy

Since remote installation uses silent installation via the Windows Installer, if your current
version is Ad Hoc Transfer Plug-in for Outlook V1.5, you must uninstall the plug-in before
installing Ad Hoc Transfer Plug-in for Outlook V2.3. If your current version is Ad Hoc Transfer
Plug-in for Outlook 2.0 or later, the silent installation handles the upgrade to the new version.
(See Silent Upgrade above for more information.) Once the previous version is uninstalled,
you can remotely upgrade the Ad Hoc Transfer Plug-in for Outlook the same way you remote
install it. See Remotely Deploying the Ad Hoc Transfer Plug-in for Outlook (on page 111) for more
information.

Upgrading the Ad Hoc Transfer Plug-in for Outlook on Outlook 2003

If you installed a previous version of the Ad Hoc Transfer Plug-in for Outlook on a system with
Outlook 2003, you must upgrade to Outlook 2007/2010 because Outlook 2003 is no longer
supported. Before you upgrade Outlook, uninstall the previous version of Ad Hoc Transfer
Plug-in for Outlook. Once Outlook is upgraded, you can install the Ad Hoc Transfer Plug-in for
Outlook V2.3.

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Upgrading Outlook 2007 to Outlook 2010 or 2013

If you have the Ad Hoc Transfer Plug-in for Outlook V2.0 installed on a system with Outlook
2007, you can upgrade to Outlook 2010 or 2013 without reinstalling the plug-in.

If you have a previous version of the Ad Hoc Transfer Plug-in for Outlook installed on a system
with Outlook 2007, you must upgrade the plug-in to Ad Hoc Transfer Plug-in for Outlook V2.0
before upgrading to Outlook 2010 or 2013.

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APPENDIX B

"Silent" Install

"Silent" install for WS_FTP Server

WS_FTP Server install allows for a "silent" (unattended) product install. In the present WS_FTP
Server version, you can use silent install to automate installations for local computers only.

Silent install requires two operations. The first operation "records" the options that you
choose during a normal install, storing them in a local "response" file. The second
automatically runs an install on a different computer, based on the options recorded in the
file created in the first operation.

This means that if other computers require identical install options to the ones you recorded
in a response file, you can use that file to automate installation on those computers. A simple
command will automatically perform the installation using the entries recorded in response
file. Other than the execution of the command, the install will require no input from the user.

Note: If the respective computers do not have the same install option requirements, and you
nonetheless run the silent install using the same file, an error may result and the install will
fail.

You can also run a silent uninstall. You can do this by initiating a record operation, recording
an uninstall, and then performing a silent install process described below, using the response
file you created during the uninstall process.

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To perform a silent install (or uninstall):

1 Initiate the recording to start the response file:
Execute the following at a command line or Run dialog:
[path+executable].exe -r -f1[path]\setup.iss SERIAL="[serial
number + UAP]"
where [path+executable] is the name of the WS_FTP install executable you are
creating the response file for, plus its location
...the second [path] is the location where you wish to create the response file
...setup.iss is the response file itself (you can name the file a different name if you
wish). There should be no space between the option "f1" and the path for the
setup.iss file

Note:The "SERIAL=" argument is optional depending on whether your install executable has
an embedded serial number, and whether the install machine has Internet connectivity, as
described the next section.

...[serial number + UAP] is your assigned serial number + the UAP, which is a security
code that you append to the serial number to activate the license. You can find the
product name plus the assigned serial number in the My Licenses tab on
MyIpswitch.com. A license`s UAP is exposed to users under "Additional License
Information." The UAP is displayed only when you are authorized to activate the
license on more than one system.
For example, using all arguments, the command would look like:
[c:\downloads\wsftp_install.exe].exe -r -f1
c:\silentinstall\setup.iss SERIAL="1X4CF7M10W33XS1OVCCW2ST"
2 Proceed with the install using the options you wish to record. When you click Finish, the
install (or uninstall) recording will be complete. If you use the WS_FTP Web Server install
option, to avoid port conflicts, it is recommended that you not use port 80.

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3 Execute the silent install on the desired computer by running the following:
[path+executable].exe -s -f1[path]\setup.iss SERIAL="[serial
number + UAP]"

where the bracketed values are the same ones mentioned in the previous step.
(Again, there should be no space between the option "f1" and the path for the
setup.iss file.)
...again, the "SERIAL=" argument is optional depending on whether your install
executable has an embedded serial number, and whether the install machine has
Internet connectivity, as described in the next section.
For example, using all arguments, the command would look like:
[c:\downloads\wsftp_install.exe].exe -s -f1
c:\silentinstall\setup.iss SERIAL="1X4CF7M10W33XS1OVCCW2ST"
After this step, the silent install will proceed with no further input needed.

You can run each of these operations with no specifics after the command. This will perform
the operation with default values. The default for the record operation will store the file as
"setup.iss" in the system's Windows folder. The execute silent install operation will look for a
file of that name in the same folder. If there is no .iss file present, the install will fail.

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More on Serial Numbers

You may need to use the SERIAL argument to this command to specify your serial number
and to activate your software. Activation of the silent install depends on two factors: whether
your install executable has an embedded serial number, and whether the install machine has
Internet connectivity. There are four scenarios:

You have a downloaded WS_FTP Server install executable, which has

an embedded serial number and the install machine has Internet
connectivity. In this case:
1 Run the command without the SERIAL argument. Activation will occur silently.
2 Run the recorded file without the SERIAL argument. Activation will occur silently.
Result: You can run the recorded install up to your maximum permissible license
activations.

You have a downloaded WS_FTP Server install executable, which has

an embedded serial number and the install machine does not have
Internet connectivity. In this case:
1 Rename the install executable so that the file name does not include the serial number
and UAP.
2 Run the record command without the SERIAL argument. While recording, when the
Activation dialog opens, click Cancel to close the dialog and return to the install wizard.
Complete the installation.
3 Run the recorded file without the SERIAL argument.
Result: The WS_FTP Server is installed, but does not have a license file.
4 Contact customer service to arrange a license with multiple activations or use offline
activation to activate each installation. For offline activation, go to myIpswitch.com
(http://www.myipswitch.com), click on Offline Activation, and follow the instructions
displayed.

You have a CD with the WS_FTP install executable and the install
machine has Internet connectivity. In this case:
1 Run the record command with the SERIAL argument. Activation will occur silently.
2 Run the recorded file with the SERIAL argument. Activation will occur silently.
Result: You can run the recorded install up to your maximum permissible license
activations.

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You have a CD with the WS_FTP install executable and the install
machine does not have Internet connectivity. In this case:
1 Run the record command without the SERIAL argument. Activation will occur silently.
2 Run the recorded file without the SERIAL argument.
Result: The WS_FTP Server is installed, but does not have a license file.
3 Contact customer service to arrange a license with multiple activations or use offline
activation to activate each installation. For offline activation, go to myIpswitch.com
(http://www.myipswitch.com), click on Offline Activation, and follow the instructions
displayed.

Setup.log
The install creates a log file in the same directory as the response file: setup.log. The Setup.log
file contains three sections. The first section,[InstallShield Silent], identifies the version of
InstallShield Silent used in the silent setup. The second section, [Application], identifies the
installed application's name and version, and the company name. The third section,
[ResponseResult], contains the result code indicating whether or not the silent setup
succeeded.

The ResponseResult should show one of two values. If your install failed due to a missing
value, you will see a value of "-3" in the log file. This means there was a mismatch between 1)
the install requirements of the computer originally used to generate the response file, and 2)
the install requirements of the target computer.

For instance, if setup.iss contains setup instructions for an Express install on a fresh machine,
but the target computer contains a PostgreSQL database, then the silent install will fail,
because the install steps for computers with pre-existing PostgreSQL databases are different
from computers without them.

A ResponseResult of "0" indicates a successful install.

For further information useful in troubleshooting an install, you can also refer to the
WS_FTP_Install.LOG, which the installer writes to:
32-bit: C:\Windows\System32\
64-bit: C:\Windows\SysWOW64\

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The SUPPRESSREBOOT option

Some installs will require a reboot, especially installs on computers that have never had a
WS_FTP installation. If you do not want the target computer to reboot, enter the command
"SUPPRESSREBOOT" at the end of the command line. For instance:

[path+executable].exe -s -f1[path]\setup.iss SUPPRESSREBOOT

You may need to edit the setup.iss file.

If the setup.iss contains a line with the ending SdFinishReboot-0, you will need to replace it
with SdFinish-0. For instance, you should replace the line--

Dlg##={3F464442-A51F-414B-ACA4-78BCF276B346}-SdFinishReboot-0

...with the line:

Dlg##={3F464442-A51F-414B-ACA4-78BCF276B346}-SdFinish-0

...where "##" represents the install dialog screen number that the line describes.

Similarly, the lines--

[{3F464442-A51F-414B-ACA4-78BCF276B346}-SdFinishReboot-0]
Result=6
BootOption=3

...should be changed to:

[{3F464442-A51F-414B-ACA4-78BCF276B346}-SdFinish-0]
Result=1
bOpt1=0
bOpt2=0

Note that if a reboot was required by the installation, you will still need to perform a reboot
for the application to work as expected.

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"Silent" install for the WS_FTP Server Web Transfer

Client

If you purchased a WS_FTP Server Corporate license, make sure this license is activated
before you run the "silent" install for the WS_FTP Server Web Transfer Client. If you
purchased the WS_FTP Server Web Transfer Client as an add-on module to Ipswitch WS_FTP
Server, you need to refresh your Ipswitch WS_FTP Server license. To refresh, from the Start
menu, select Program Files > Ipswitch WS_FTP Server > Activate or Refresh WS_FTP
Server License. If you purchased a WS_FTP Server Corporate license, you do not to refresh
your license.

To automate installation of WS_FTP Server Web Transfer Client, you can use silent install. This
silent install uses the Microsoft Windows Installer and command line options to execute the
installation, rather than the record and play mechanism used by the WS_FTP Server. The
syntax for the command line is:
msiexec -i [path+executable].msi -q IISWEBSITENAME="Default Web
Site" IMP_DOMAIN="Impersonation domain/computer"
IMP_USER="Impersonation username" IMP_PASS="Impersonation
password"

The "-i" option indicates install. To uninstall, use the option "-x." The record (r) and silent (s)
options are not used for the WS_FTP Server Web Transfer Client silent install.

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The install properties are as follows (follow each option with an equals sign and enclose each
of the values in quotes):

Property Description
IISWEBSITENAME This is the name of the IIS web site which will host WS_FTP Server Web
Transfer Client (such as Default Web Site).
INSTALLDIR Optionally, use this property to specify the install path. The default path
is:
32-bit: \Program Files\Ipswitch\WebClients
64-bit: \Program Files (x86)\Ipswitch\WebClients
Use this command last.
IMP_DOMAIN The domain or computer name that authenticates the impersonation
credentials. In other words, where the impersonation user exists.
IMP_USER The username impersonation credential.
IMP_PASS The password impersonation credential.
LOG_NAME Optionally, change the name of the install log. The default is
WS_FTP_WEB_TRANSFER_MODULE.log.
LOG_PATH Optionally, change the path where the install log is written. The default
path is the Windows system32 folder.
-lv To enable verbose logging by Windows Installer, add the following to
the command line:
-lv c:\install.log (or whatever log path and name you have set)

After the installation is completed, you can navigate to the INSTALLDIR to make sure the files
are installed there.

For further information useful in troubleshooting an install, you can also refer to the
WS_FTP_WEB_TRANSFER_MODULE.log, which the installer writes to:
32-bit: C:\Windows\System32\
64-bit: C:\Windows\SysWOW64\

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"Silent" install for the Ad Hoc Transfer Module

Either before or after you install the Ad Hoc Transfer Module, you need to refresh your
Ipswitch WS_FTP Server license. To refresh, from the Start menu, select Program Files >
Ipswitch WS_FTP Server > Activate or Refresh WS_FTP Server License.

To automate installation of Ad Hoc Transfer Module, you can use silent install. This silent
install uses the Microsoft Windows Installer and command line options to execute the
installation, rather than the record and play mechanism used by the WS_FTP Server. The
syntax for the command line is:
msiexec -i [path+executable].msi -q IISWEBSITENAME="Default Web
Site" IMP_DOMAIN="Impersonation Domain/Computer"
IMP_USER="Impersonation username" IMP_PASS="Impersonation
password" MAIL_SERVER="mail server address"
MAIL_PORT="mail server port number" MAIL_USER="Mail server
username" MAIL_PASS="mail server password"
INSTALLDIR="Ad Hoc Transfer install directory"
PACKAGE_FOLDER="Package storage folder"

The "-i" option indicates install. To uninstall, use the option "-x." The record (r) and silent (s)
options are not used for the Ad Hoc Transfer Module silent install.

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The install properties are as follows (follow each option with an equals sign and enclose each
of the values in quotes):

Property Description
IISWEBSITENAME This is the name of the IIS web site which will host the Ad Hoc Transfer
Module (such as Default Web Site).
INSTALLDIR Optionally, use this property to specify the install path. The default path
is:
32-bit: \Program Files\Ipswitch\Ad Hoc Transfer
64-bit: \Program Files (x86)\Ipswitch\Ad Hoc Transfer
Use this command last.
IMP_DOMAIN The domain or computer name that authenticates the impersonation
credentials. In other words, where the impersonation user exists.
IMP_USER The username impersonation credential.
IMP_PASS The password impersonation credential.
MAIL_SERVER The address of the mail server to which Ad Hoc Transfer Module will
connect to send emails to package recipients, and to send notifications.
MAIL_PORT Optionally, specify the port that the mail server uses. The default is port
25.
MAIL_USER Optionally, specify a user to connect to your mail server. This is typically
not needed.
MAIL_PASS Optionally, specify the password for the MAIL_USER. This is typically not
needed.
PACKAGE_FOLDER Optionally, specify the folder where Ad Hoc Transfer packages (user
uploaded files) will be stored. The default folder is "\Ipswitch Ad Hoc
Transfer Packages" on the drive where Windows is installed (usually
C:).
LOG_NAME Optionally, change the name of the install log. The default is
AD_HOC_TRANSFER_INSTALL.log.
LOG_PATH Optionally, change the path where the install log is written. The default
path is the Windows system32 folder.
-lv To enable verbose logging by Windows Installer, add the following to
the command line:
-lv c:\install.log (or whatever log path and name you have set)

After the installation is completed, you can navigate to the INSTALLDIR to make sure the files
are installed there.

For further information useful in troubleshooting an install, you can also refer to the
AD_HOC_TRANSFER_INSTALL.log, which the installer writes to:
32-bit: C:\Windows\System32\
64-bit: C:\Windows\SysWOW64\

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"Silent" install for the Ad Hoc Transfer Plug-in for

Outlook
This installation procedure is for installing the Ad Hoc Transfer Plug-in for Outlook on an end
user's computer. This plug-in uses the Ad Hoc Transfer Module that you've already installed
on the WS_FTP Server computer. Each end user needs to install the plug-in in order to use
Outlook to send files via Ad Hoc Transfer.

To automate installation of the client, you can use silent install. This silent install uses the
Microsoft Windows Installer and command line options to execute the installation.

You must first manually install Microsoft redistributable packages if they are not already
installed on the user's machine, otherwise the client will not install properly.

You must run the installer as Administrator.

You can also silently install the client remotely on multiple computers via Active Directory
Group Policy. See Active Directory Group Policy (on page 111) for more information.

Requirements
Before installing the client:
1 Ensure the end user's computer meets the requirements in System Requirements.
2 (All OS; Outlook plug-in only) If not already installed, choose the appropriate
architecture and language for the system and download the Microsoft Visual Studio 2010
Tools for Office Runtime (VSTOR 2010) Redistributable (http://www.microsoft.com/en-
us/download/details.aspx?id=40790) from the Microsoft Download Center. Use these
commands for silent installations:
 32-bit: vstor40_x86.exe /quiet
 64-bit: vstor40_x64.exe /quiet
3 (Non-English OS; Outlook plug-in only) If not already installed, download and install the
appropriate Microsoft Visual Studio 2010 Tools for the Microsoft Office System (Version 4.0
Runtime) Language Pack (http://www.microsoft.com/en-
us/download/details.aspx?id=40791) for your OS. Use these commands for silent installs:
 32-bit: vstor40_LP_x86_<lang>.exe /quiet
 64-bit: vstor40_LP_x64_<lang>.exe /quiet
4 Ensure Outlook is closed on the computer.

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Using the Silent Install Program

The silent install program installs the client for all user accounts on the end user's computer.
It does not allow you to run the installation for only the logged on user.

You must run the installer as Administrator.

Use this syntax to run the installer:

msiexec /i [path+executable].msi /q DEFAULT_HOSTNAME="[Ad Hoc
Transfer server address]" DEFAULT_SECURE="TRUE" DEFAULT_PORT="443"
DRIVER_NAME="xftWSFTPDriver.dll"

Using the silent install with the command shown above (with configuration properties) will
install the client and configure the connection to the WS_FTP Server server to use SSL on port
443 for all users on a computer. There are additional properties you can choose depending
on the situation.

The install properties are as follows (follow each option with an equals sign and enclose each
of the values in quotes):

Property Description
INSTALLDIR (Optional) Use this property to specify the install path. The default path
is:
32-bit: \Program Files\Ipswitch\Ad Hoc Transfer Plug-
in for Outlook
64-bit: \Program Files (x86)\Ipswitch\Ad Hoc Transfer Plug-
in for Outlook
Use this command last.
DEFAULT_HOSTNAME The address of the server where Ipswitch WS_FTP Server and Ad Hoc
Transfer Module are installed.
DEFAULT_SECURE Specify TRUE to use a secure SSL connection (HTTPS) or FALSE to use an
unsecure connection (HTTP). The default is TRUE.
DEFAULT_PORT The port used to connect to Ad Hoc Transfer. For secure SSL
connections, this is typically 443. For unsecure connections, this is
typically 80. The default is 443.
DEFAULT_LOGFILE (Optional) Changes the path where the install log is written. The default
path is:
\Users\[Username]\AppData\Roaming
DEFAULT_SUPPCERTERRORS To secure communications, Ipswitch WS_FTP Server sends a certificate
back to your local PC. Specify TRUE to suppress any errors related to the
certificate coming back from the file transfer server. The errors will not
displayed on your PC. Specify FALSE to display any certificate errors.

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DEFAULT_DEBUGLEVEL Sets the level of information to be reported in the Ad Hoc Transfer log
file:
NONE - No information is logged
NORMAL - Logs each Ad Hoc transaction
DEBUG - Provides the connection and transfer information, in addition
to the transaction.

DRIVER_NAME You must include DRIVER_NAME="xftWSFTPDriver.dll" in the silent

install command. This indicates the Ad Hoc Transfer plug-in version.

After you run the silent install, the default values in the table above can be found in the
following folder on the end user's computer:

C:\ProgramData\Ipswitch\Ad Hoc Transfer Plug-in for

Outlook\DefaultClientRepositorySettings.xml.

Each user will need to enter their WS_FTP Server password (and possibly their username) to
complete the configuration. By default, the installation is for "All Users" on the computer.
When an end user launches the plug-in or the WS_FTP Connector, the name of the currently
logged on user is added to this configuration file.

For more information on entering the username and password, see Completing the End User
Configuration.

Silent Install for a Single Computer and a Single User Account

You can use the silent install, with a slightly different set of properties, to install Ad Hoc
Transfer Plug-in for Outlook to a specific user account on the machine. In this case, use this
syntax to run the installer:

msiexec /i [path+executable].msi /q CONNECTION_HOSTNAME="[Ad Hoc

Transfer server address]" CONNECTION_SECURE="TRUE" CONNECTION_USER="[Ad
Hoc Transfer username]" CONNECTION_PASS="[Ad Hoc Transfer password]"
CONNECTION_PORT="443" DRIVER_NAME="xftWSFTPDriver.dll"

Using the silent install command as shown above will install the plug-in and configure the
connection to the Ipswitch WS_FTP Server to use SSL on port 443. The username and
password will also be configured, which makes this appropriate only for a single user account
on a single computer.

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The install properties are shown below (follow each option with an equals sign and enclose
each of the values in quotes):

Property Description
INSTALLDIR (Optional) Use this property to specify the install path. The default path
is:
32-bit: \Program Files\Ipswitch\Ad Hoc Transfer Plug-
in for Outlook
64-bit: \Program Files (x86)\Ipswitch\Ad Hoc Transfer Plug-
in for Outlook
Use this command last.
CONNECTION_HOSTNAME The address of the server where Ipswitch WS_FTP Server and Ad Hoc
Transfer Module are installed.
CONNECTION_SECURE Specify TRUE to use a secure SSL connection (HTTPS) or FALSE to use an
unsecure connection (HTTP). The default is TRUE.
CONNECTION_USER The user's Ad Hoc Transfer user name. This is the same as their Ipswitch
WS_FTP Server user name. If this property is left blank, it defaults to the
user name of the currently logged on user.
CONNECTION_PASS The user's Ad Hoc Transfer password. This is the same as their Ipswitch
WS_FTP Server password.
CONNECTION_PORT The port used to connect to Ad Hoc Transfer. For secure SSL connections,
this is typically 443. For unsecure connections, this is typically 80. The
default is 443.
LOG_NAME (Optional) Changes the name of the install log. The default is:
OUTLOOK_PLUGIN.log
LOG_PATH (Optional) Changes the path where the install log is written. The default
path is:
\Users\[Username]\AppData\Roaming
-lv (Optional) To enable verbose logging by Windows Installer, add the
following to the command line:
-lv c:\install.log (or whatever log path and name you have set)
DRIVER_NAME You must include DRIVER_NAME="xftWSFTPDriver.dll" in the silent
install command. This Indicites the Ad Hoc Transfer plug-in version.

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APPENDIX C

Remotely Deploying the Ad Hoc Transfer

Plug-in for Outlook

Remote Deployment via Active Directory Group

Policy
Administrators can remotely deploy a client application to a large number of machines via
Active Directory Group Policy by assigning a user logon script to a Group Policy Object. After
installing the client, each user must enter credentials to authenticate to WS_FTP Server.

The Ipswitch Client Installer must be run as Administrator.

Requirements
 Domain controller. A Microsoft Windows Server 2008 or 2012 Active Directory
domain controller.
 Client computers. Each users' computer must meet the same requirements as a
silent installation. See Silent Install (on page 107) for more information.

Remote Deployment via Group Policy

Always test the remote deployment on non-production computers before installing the
client on your users' computers.

To install via Active Directory Group Policy:

1 Configure a Group Policy Object that applies to all users for whom you plan to install the
client. See Microsoft Windows Server documentation for information about configuring
Group Policy Objects in Active Directory.
2 Create a new user logon script in any language supported by the users' computers that
calls this command to run the installer from a shared location:
msiexec /i \\[sharename]\[sharepath]\[executable].msi /q
DRIVER_NAME="xftWSFTPDriver.dll" DEFAULT_HOSTNAME="[Ad Hoc
Transfer server address]" DEFAULT_SECURE="TRUE" DEFAULT_PORT="443"

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You cannot use the Connection_ properties (for example, CONNECTION_USER and
CONNECTION_PASS) as those are for configuring a specific user. Users must enter their
credentials to authenticate to WS_FTP Server after logging onto Windows. See Silent Install
(on page 107) for the complete list of install properties and their usage.

3 Ensure that each requirement is met on all users' computers before running the
Microsoft Windows Installer (.msi).
 Each end user's computer must meet the requirements in System Requirements.
 (All OS; Outlook plug-in only) If not already installed, choose the appropriate
architecture and language for the system and download the Microsoft Visual Studio
2010 Tools for Office Runtime (VSTOR 2010) Redistributable
(http://www.microsoft.com/en-us/download/details.aspx?id=40790) from the Microsoft
Download Center. Use these commands for silent installations:
 32-bit: vstor40_x86.exe /quiet
 64-bit: vstor40_x64.exe /quiet
 (Non-English OS; Outlook plug-in only) If not already installed, download and install
the appropriate Microsoft Visual Studio 2010 Tools for the Microsoft Office System
(Version 4.0 Runtime) Language Pack (http://www.microsoft.com/en-
us/download/details.aspx?id=40791) for your OS. Use these commands for silent
installations:
 32-bit: vstor40_LP_x86_<lang>.exe /quiet
 64-bit: vstor40_LP_x64_<lang>.exe /quiet

You must install all requirements before running the installer, otherwise the client will not
install properly.

4 Use the Group Policy Management Console to assign the user logon script for the client
installation to the Group Policy Object. For information on assigning user logon scripts,
see:
 Windows 2008: Using Startup, Shutdown, Logon, and Logoff Scripts
(http://technet.microsoft.com/en-us/library/cc730773(WS.10).aspx)
 Windows 2008 R2: Using Startup, Shutdown, Logon, and Logoff Scripts
(http://technet.microsoft.com/en-us/library/cc730773.aspx)
 Windows 2012: Using Startup, Shutdown, Logon, and Logoff Scripts
(http://technet.microsoft.com/en-us/library/cc775970(WS.10).aspx)
5 After installing the Ad Hoc Transfer Plug-in for Outlook, notify users that they must enter
their authentication credentials in the WS_FTP Connector Configuration dialog after
logging onto Windows.

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WS_FTP Server Installation and Configuration Guide

After you run the silent install, the default values for the install properties can be found in the
following folder on the end user's computer:

C:\ProgramData\Ipswitch\Ad Hoc Transfer Plug-in for

Outlook\DefaultClientRepositorySettings.xml

Each user will need to enter their Ipswitch WS_FTP Server password (and possibly their
username) to complete the configuration. By default, the installation is for "All Users" on the
computer. When an end user launches the plug-in or the WS_FTP Connector, the name of the
currently logged on user is added to this configuration file.

For more information on entering the username and password, see Completing the End User
Configuration.

113
APPENDIX D

Configuring Windows Share Permissions for

Failover Clusters

Configuring Sharing and Security Permissions

If you are using a Windows Share as the file system and logging directory for a WS_FTP Server
cluster, you must configure certain sharing and security permissions. These objects require
read, write, and modify permissions:
 Windows user account used in the WS_FTP host’s Impersonation Settings (see
Changing user context via user impersonation
http://docs.ipswitch.com/WS_FTP_Server76/Help/15025.htm in the WS_FTP Server
Manager Help for more information)
 Computer account for Node 1 of the cluster
 Computer account for Node 2 of the cluster
 Local Administrator group (present with read and write permissions by default)

The Windows share and the Nodes in the cluster must be in the same domain. You must also
be able to authenticate as a domain administrator to set permissions for the Share folder.

115
WS_FTP Server Installation and Configuration Guide

Setting Sharing and Security Permissions in Windows Server

To set sharing and security permissions:
1 Click Properties on the right-click menu of the share folder on the Windows server. The
Properties window opens.

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WS_FTP Server Installation and Configuration Guide

2 On the Sharing tab, click Advanced Sharing. The Advanced Sharing window opens.

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WS_FTP Server Installation and Configuration Guide

3 Select Share this folder and click Permissions. The Permissions for share window
opens.

4 Click Add. The Select Users, Computers, or Groups window appears.

5 Click Object Types. The Object Types window opens.

6 Select Users, Groups, and Computers and click OK.
7 Set Locations to the root of the domain directory.
8 Enter the user account to the Windows share in the Enter the object names to select
field. You can separate object names with semicolons (;).

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WS_FTP Server Installation and Configuration Guide

9 Enter the computer name for each node in the Enter the object names to select field.
This gives permission to the System account for each node.

Computer names must be entered in the <DOMAIN>\<COMPUTERNAME> format.

10 Enter the Administrators group if it's not already added.

11 Click Check Names to verify the name of each object.
12 Click OK. The Select Users, Computers, or Groups window closes.
13 Allow Change and Read permissions for each object and click OK. The Permissions for
share window closes.
14 Click OK. The Advanced Sharing window closes.
15 Click OK to share the folder. The Properties window closes.

Both Windows 2008 and 2012 automatically set complementary security permissions for
accounts that have share permissions. There is no need to independently configure security
permissions.

119
APPENDIX E

Migrating WS_FTP Server to a Failover

Cluster

Overview
When moving WS_FTP Server from a standalone server to a failover cluster environment, you
should install and configure a fresh WS_FTP Server failover cluster and then migrate the
WS_FTP Server configuration data to the new installation. Make sure you completely
configure the nodes and external resources before you begin migrating your data.

Make sure that you upgrade your standalone WS_FTP Server installation to V7.5.1 or later
before migrating to the failover cluster. See Upgrading from previous WS_FTP Server versions
(on page 90) for more information.

To migrate WS_FTP Server to a failover cluster:

1 Migrate the WS_FTP configuration database from the standalone server to a remote
Microsoft SQL Server database.
2 Install and configure WS_FTP on both nodes.
3 Copy Ipswitch registry settings from the standalone server to both nodes via the
included registry copy script.
After migrating the WS_FTP Server data, you can continue configuring your clusters.

If you want to roll-back to a non-failover WS_FTP Server deployment, you can shut down the
cluster, migrate the WS_FTP Server configuration data to the standalone system, and then
bring the standalone server online.

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WS_FTP Server Installation and Configuration Guide

Migrating Data from the Standalone Server

Migrate the configuration data on the standalone WS_FTP Server system to external
resources before installing WS_FTP Server.

To migrate your data from non-failover to failover installations:

1 Backup all configuration data on the source system.
If you are using a PostgreSQL database for your configuration data, see the Backup
and Restore PostgreSQL database from PGadmin3 Console
(http://ipswitchft.custhelp.com/app/answers/detail/a_id/649) article in the Ipswitch
Knowledge Base for more information.
2 Stop all Ipswitch services on the standalone server from the WS_FTP Server Manager.
WS_FTP Server is effectively offline now.
3 If your non-failover installation uses a local PostgreSQL database, migrate the database
to Microsoft SQL Server.
For more information, see Configuring a remote Microsoft SQL database
(http://docs.ipswitch.com/WS_FTP_Server76/Help/mssql_db.htm) in the Server Manager
Help.

If you are already using a supported remote Microsoft SQL Server database, you do not need
to change anything. However, you should still ensure that SQL Server backups are properly
configured.

If you are using the WS_FTP Server user database, migrating the SQL database also migrates
all user information. If you are using an external user database, you do not need to migrate
any information. However, you should still ensure that user database backups are properly
configured.

4 Move the folders and files in each host's top directory from the current server to the
UNC share that you will specify as the top folder of each host in the failover cluster.
5 Deactivate the WS_FTP Server on the standalone server. To deactivate the license:
1 Go to Start > Programs > Ipswitch WS_FTP Server > Deactivate WS_FTP Server
License. The Ipswitch Product Activation window opens.

2 Enter the Serial Number associated with your license and click Activate.

3 If you unchecked the box to force offline deactivation, log into myIpswitch.com
(http://www.myipswitch.com) to finish deactivating the license.

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WS_FTP Server Installation and Configuration Guide

Installing WS_FTP on Both Nodes

You must install and configure WS_FTP Server on both nodes.
1 Install WS_FTP Server. Install WS_FTP Server first on Node 1 and then on Node 2. Use
the custom install option, and use:
 Web Server:
 MSCS: Ipswitch web server
 NLB: Ipswitch web server or Microsoft Internet Information Services (IIS)
 Microsoft SQL Server
For step-by-step instructions, see Installing and Configuring WS_FTP Server (on page
7).
2 Configure WS_FTP Server. On Node 1, on the Host Details page in the WS_FTP Server
Manager:
 Set the top folder to the UNC path for the shared file system (NAS).
 In Impersonation Settings, specify a Windows user account that the server uses to
request access to folders used by this host.

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WS_FTP Server Installation and Configuration Guide

Copying Ipswitch Registry Settings to Both Nodes

After installing WS_FTP Server, you must copy Ipswitch registry entries from the standalone
server to both Node 1 and Node 2. Ipswitch provides a script that backs up the registry on the
standalone server, writes the logging directory UNC path to the registry, and exports the
registry entries to import to Node 1 and Node 2.

To Copy Registry Entries from the standalone server to Node 1 and Node 2:
1 On both Node 1 and Node 2, open the WS_FTP Server Manager and stop Ipswitch
Services.
2 On the standalone server, open the Command Prompt in the WS_FTP Server Utilities
directory:
 32-bit: C:\Program Files\Ipswitch\WS_FTP Server\Utilities
 64-bit: C:\Program Files (x86)\Ipswitch\WS_FTP Server\Utilities
3 To run the registry copy script, type this command and press Enter:
cscript wssregcopy.vbs "\\<hostname>\<sharename>"

\\<hostname>\<logdirectory> is the UNC path of the log directory.

Be sure to save WS_FTP_Server_RegBackup_<date>.reg in a safe place. (<date> is the

current date in the format YYYYMMDD.) This is the Ipswitch registry backup for the
standalone server.

4 Copy WS_FTP_Server_Failover_Settings_<date>.reg from the standalone server

to both Node 1 and Node 2. (<date> is the current date in the format YYYYMMDD.)

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WS_FTP Server Installation and Configuration Guide

5 On both Node 1 and Node 2, backup the Ipswitch registry entries:

1 Open the Windows registry and navigate to the Ipswitch registry key:

 32-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Ipswitch\
 64-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Ipswitch
2 Right-click the Ipswitch key and select Export.

3 Save the .reg file. This is the Ipswitch registry backup for the node.

Be sure to save both .reg files in a safe place. These are the Ipswitch registry backups for
Node 1 and Node 2.

6 On Node 1 and Node 2, merge the Ipswitch registry entries that you copied from the
Standalone server into their registries:
1 Right-click the WS_FTP_Server_Failover_Settings_<date>.reg file that you
copied from the standalone server and select Merge. A dialogue window opens
asking you to confirm the action.

2 Click Yes to copy the registry entries. A dialogue window opens informing you that
the action was successful.

3 Click OK to close the dialogue.

7 On both Node 1 and Node 2, open the WS_FTP Server Manager, and restart the Ipswitch
Services.

Be sure that you clearly name and save the registry backups for the standalone server and for
each node. If something happens to your failover deployment, you can always roll back the
registries on each node to a fresh installation of WS_FTP Server. You can also roll back the
registry to your pre-cluster configuration on the standalone server if you want to revert to a
non-failover deployment. You will also need them to replace any nodes that fail.

You can now finish configuring the failover clusters.

For Microsoft Cluster Services, see Step 4: Configure Ipswitch Services in Microsoft Cluster
Services (on page 58).

For Network Load Balancing, see Step 4: Install WS_FTP Server Modules (on page 81).

125
APPENDIX F

Replacing a Failed Node in a Failover

Cluster

Replacing a Failed Node

When a node fails in a failover cluster, you must remove the node from the cluster and
replace it with another machine that has an identical configuration.

To replace a failed node:

1 Remove the failed node from the cluster using the active node's cluster management
console.
2 Log into myIpswitch.com (http://www.myipswitch.com) and deactivate the license
associated with the failed node.
3 Configure the replacement node. Install an identical version of Windows Server and the
same Service Packs, Windows updates, .NET releases, and clustering software as the
active node. The replacement node must also use the same hardware as the active node.
4 Install WS_FTP Server on the replacement node using the recently deactivated license
and the same installation options as the active node.
5 Copy the Ipswitch registry entries that the registry copy script created to the
replacement node.
6 Add the replacement node to the cluster.
7 If using Microsoft Clustering Services, configure Ipswitch services for failover on the
replacement node.
8 Test the cluster to ensure failover is working properly.
For Microsoft Clustering Services, see Testing the MSCS Failover Cluster (on page 64).
For Network Load Balancing, see Testing the NLB Failover Cluster (on page 86).

127
Internet Engineering Task Force............................ 1

Index Ipswitch services ......................................... 17, 58, 84

Ipswitch WS_FTP Server ............................................ 1

A L
left menu...................................................................... 24
activation
new license ........................................................... 16 license
upgrading licenses ............................................ 89 activate .................................................................. 16
upgrade ................................................................. 89
Ad Hoc Transfer module......................................... 37
Outlook Plug-in ................................................... 47 login ............................................................................... 23
architecture M
Microsoft Clustering Services ........................ 52
Network Load Balancing ................................. 68 menu ............................................................................. 24
assistance ....................................................................... 4 top ........................................................................... 24
Microsoft Clustering Services (MSCS) ............... 51
C architecture .......................................................... 52
configuring a cluster ........................................ 54
clustering ............................................................... 51, 67
configuring services ......................................... 58
configuring requirements ....................................................... 53
Ad Hoc Transfer module .................................. 43 testing an MSCS cluster................................... 64
MSCS cluster ......................................................... 51
migrating to a failover cluster ........................... 121
NLB cluster ............................................................ 67
remote services ................................................... 18 N
Web Transfer Module ....................................... 31
Windows Share permissions ....................... 115 Network Load Balancing........................................ 67
context menu ............................................................. 24 architecture .......................................................... 68
configuring a cluster ........................................ 70
F configuring modules ........................................ 81
requirements ....................................................... 69
failover cluster testing an NLB cluster ...................................... 86
installing modules ............................................. 81 Windows Server 2008 ...................................... 70
Microsoft Clustering Services ........................ 51
migrating to ...................................................... 121 O
Network Load Balancing ................................. 67
replacing a node .............................................. 127 Outlook Plug-in ......................................................... 47
services ............................................................ 58, 84 R
FTP..................................................................................... 1
registry settings ......................................................... 56
FTP protocol .................................................................. 1
remote services
I configuring........................................................... 18
installing ................................................................ 17
IETF.................................................................................... 1
requirements
installing
Ad Hoc Transfer module ................................. 37
Ad Hoc Transfer module .................................. 37
Microsoft Clustering Services........................ 53
Outlook Plug-in ................................................... 47
Network Load Balancing................................. 69
Web Transfer Module ....................................... 25
Web Transfer Client .......................................... 25
WS_FTP Server....................................................... 7
WS_FTP Server ....................................................... 7
custom ............................................................. 14
express............................................................. 12 RFC .................................................................................... 1
failover ...................................................... 55, 78 S
remote services ............................................ 17
silent ................................................................. 97 server ............................................................................. 23

129
install ....................................................................... 23
manage .................................................................. 23
network access .................................................... 23
Server Manager ................................................... 23, 24
accessing ............................................................... 23
navigating ............................................................. 24
SFTP .................................................................................. 1
sidebar menu .............................................................. 24
silent install
silent Ad Hoc Transfer Outlook Plug-in
installation .................................................. 107
silent Web Transfer Module installation 103
silent WS_FTP Server installation ................. 97
silent install: .............................................................. 105
SSH .................................................................................... 1
SSH2 ................................................................................. 1
T
testing a cluster................................................... 64, 86
top menu ...................................................................... 24
U
uninstalling
Ad Hoc Transfer module .................................. 45
Web Transfer Client ........................................... 34
WS_FTP Server..................................................... 21
updates
upgrades ................................................................ 89
upgrading
Ad Hoc Transfer Outlook Plug-in ................. 93
licenses ................................................................... 89
Windows 2003 to 2008 .................................... 91
WS_FTP Server from previous version ....... 90
upload ............................................................................. 1
W
Web Transfer Module .............................................. 25
Windows Share permissions .............................. 115

130

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