Symantec pcAnywhere™ User’s Guide
Symantec pcAnywhere User’s Guide The software described in this book is furnished under a license agreement and may be used only in accordance with the terms of the agreement. Documentation version 10.5.1 Copyright Notice Copyright 1995-2002 Symantec Corporation. All Rights Reserved. Any technical documentation that is made available by Symantec Corporation is the copyrighted work of Symantec Corporation and is owned by Symantec Corporation. NO WARRANTY.
C O N T E N T S Section 1 Getting started Chapter 1 Introducing Symantec pcAnywhere What you can do with pcAnywhere .................................................. 11 How pcAnywhere works ................................................................... 12 Understanding the terms host and remote ................................. 12 Understanding remote control .................................................... 13 How remote control differs from remote networking ...............
Using the remote desktop .................................................................. 33 Using the remote online toolbar ................................................. 34 Printing remotely ......................................................................... 35 Transferring the contents of the Windows clipboard ................ 36 Chatting with other users ............................................................ 37 Improving performance ......................................................
Waiting for a host connection ..................................................... 64 Initiating a voice conversation with host ................................... 65 Connecting to multiple hosts ............................................................. 65 Changing online preferences ............................................................. 66 Recording and replaying sessions ...................................................... 67 Recording a remote control session ...............................
Section 3 Safeguarding your system and data Chapter 7 Securing your computer and sessions Preventing unauthorized access ......................................................... 93 Choosing an authentication method ........................................... 94 Setting up caller accounts ........................................................... 96 Configuring logon security .......................................................... 97 Calling back remote users ...........................................
Section 4 Customizing settings Chapter 10 Customizing Symantec pcAnywhere options Viewing or modifying pcAnywhere settings ................................... 123 Configuring host options .................................................................. 125 Controlling host operations ....................................................... 125 Controlling host communications ............................................. 127 Configuring remote options .......................................................
G e t t i n g s t a r t e d ■ Introducing Symantec pcAnywhere ■ Installing Symantec pcAnywhere ■ Understanding pcAnywhere basics
C H A P T E R Introducing Symantec pcAnywhere Whether you are a telecommuter working from home, a business professional who travels frequently, or an information technology (IT) professional who supports other computer users remotely, chances are you will need to access another computer from a remote location.
Introducing Symantec pcAnywhere computer screen, check and modify settings, and restart the computer—all from your computer. ■ Supporting and maintaining servers Network administrators can use pcAnywhere to connect to servers within their organizations and perform routine maintenance, assess performance, and troubleshoot network issues. ■ Retrieving files from home or office With pcAnywhere, you can connect to your home or office computer to quickly get the files you need.
How pcAnywhere works When you configure a host computer, you control who can connect to your computer and what level of access the remote user should have. For example, you can restrict a remote user from restarting your computer. For more information, see “Setting up a host computer” on page 45. The remote computer connects to the host computer and specifies the actions that should be carried out.
Introducing Symantec pcAnywhere During a remote networking session, the remote computer works as though it is directly connected to the network. You can access only the files and programs on the network that the network administrator has given you, the remote user, permission to access. When you run a software program during a remote networking session, the processing occurs on the remote computer.
What’s changed in this version ■ Remote Access Perimeter Scanner (RAPS) This new administrator tool scans for unsecured hosts on the corporate network and detects the presence of many popular remote access products to identify potential security risks. This tool is available only in the Corporate version of pcAnywhere. For more information, see the Symantec pcAnywhere Administrator’s Guide.
Introducing Symantec pcAnywhere Improved performance pcAnywhere’s main window has been modified to make it easier to navigate and differentiate between host and remote modes. Performance enhancements include: ■ Optimization Wizard The Optimization Wizard walks users through the steps of optimizing a connection, highlighting the options that are available for improving performance and informing users of trade-offs between performance and security.
What’s changed in this version Removed features To keep pace with the latest technologies, some features are no longer supported in pcAnywhere. If you are upgrading from a previous version of pcAnywhere, consult this table for guidance. Removed feature Reason for removal For more information pcA Config and AWCustom32 pcAnywhere Packager replaces these administrator tools.
Introducing Symantec pcAnywhere Removed feature Reason for removal For more information Banyan and IPX protocols No longer supported. If you need to use these protocols, install the previous version of pcAnywhere, located on the installation CD. DOS and Windows 3.X backwards compatibility No longer supported. If you need to connect to a computer that uses one of these operating systems, install the previous version of pcAnywhere, located on the installation CD. Yahoo! Pager No longer provided.
Where to find more information Using pcAnywhere software wizards pcAnywhere software wizards help guide you through some of the more complicated tasks. Software wizard Helps you For more information, see Data Encryption Set up data encryption for the host and remote computers. “Using encryption to protect data” on page 105. Optimization Determine which settings help you achieve optimum performance. “Improving performance” on page 37.
Introducing Symantec pcAnywhere 20
C H A P T E R Installing Symantec pcAnywhere Installation procedures might vary, depending on your work environment and which installation option you choose. This chapter focuses on installing the full version of pcAnywhere from the installation CD. If your network administrator has provided a custom installation package, some of the topics discussed in this chapter might not apply to you. When in doubt, contact your system administrator for guidance.
Installing Symantec pcAnywhere System requirements pcAnywhere runs on Windows 9x, Windows Millennium Edition (ME), Windows NT, and Windows 2000 and requires, at a minimum, these resources to function properly.
Preparing for installation For more information, see the Symantec pcAnywhere Administrator’s Guide. If you want to switch between host and remote modes on your computer, install either pcAnywhere for the Professional or pcAnywhere for the Individual. If you do not need the full product and want to save disk space, choose one of the other options, using this table for guidance.
Installing Symantec pcAnywhere Installing pcAnywhere Follow this procedure when installing pcAnywhere from the installation CD. You can install pcAnywhere on two computers: a host and a remote, depending on your license agreement. When installing pcAnywhere from an installation folder on your network, refer to this section for guidance; however, you should follow the instructions provided by your network administrator.
Opening pcAnywhere after installation If the installation screen does not appear automatically after you insert the pcAnywhere installation CD, manually run the setup program, then continue with the installation procedures. To run the pcAnywhere setup program manually 1 Insert the Symantec pcAnywhere CD into the CD-ROM drive. 2 On the Windows taskbar, click Start > Run. 3 Type :\setup.exe. For example: D:\setup.exe 4 Click OK. 5 Install pcAnywhere.
Installing Symantec pcAnywhere 2 In the pcAnywhere Manager window, click Help > Online Registration. 3 Follow the on-screen instructions. Updating pcAnywhere You can receive software updates associated with your version of pcAnywhere by connecting to the Symantec LiveUpdate server and selecting the updates that you want to install. To get pcAnywhere updates from Symantec 1 On the Windows taskbar, click Start > Programs > Symantec pcAnywhere.
C H A P T E R Understanding pcAnywhere basics If you are new to pcAnywhere, use this chapter for basic information on getting started. Experienced users can also use this chapter for tips on improving pcAnywhere performance.
Understanding pcAnywhere basics Use this table for guidance in selecting a connection device. Scenario Required information Configuration Both the host computer and the remote computer are connected to the same network. The remote user must know the IP address or computer name of the host. Both the host computer and the remote computer must configure a TCP/IP, SPX, or NetBIOS connection. For more information, see “Setting up a host computer” on page 45 and “Configuring network connections” on page 58.
Choosing a connection method Scenario Required information Configuration The remote computer does not have access to the Internet, but has a modem or ISDN. The host computer has access to the Internet, but does not have a modem or ISDN. The remote user must have access to a remote access server or virtual provider network (VPN) account. Both the host and the remote computers must configure a TCP/IP connection. Both the host and remote computers are in close proximity.
Understanding pcAnywhere basics behind a firewall, contact the network administrator for an access account and configuration instructions. To connect to a host computer over the Internet 1 The host user must connect to the Internet, then start a TCP/IP host session. For more information, see “Starting a host session” on page 50. 2 The remote user must obtain an IP address from the host user.
Making connections North America. In Europe, you must select the ISDN via CAPI connection device, regardless of whether the name of the ISDN device appears in the connection device list. Making connections Before you use pcAnywhere to connect to another computer, transfer files, or let another computer connect to your computer, you must first provide the information needed to make a connection and start or end a session.
Understanding pcAnywhere basics Introducing pcAnywhere Manager pcAnywhere Manager is the main window for pcAnywhere. From pcAnywhere Manager, you can manage your connection items, initiate connections and file transfers, customize user preferences, and more. pcAnywhere action bar Toolbar Add host icon Connection items The buttons on the pcAnywhere action bar let you switch between host and remote modes, view and edit properties of global options and packages, and exit pcAnywhere.
Using the remote desktop Using the remote desktop Once you have established a connection and logged on to the host computer, the remote desktop appears on your computer screen, which displays the host computer screen and the pcAnywhere online toolbar. The online menu and toolbar are available only during a remote control session. Remote icon Remote online toolbar Windows task bar for remote computer Upon connecting, you can transfer files, have a chat session with the host user, or record your session.
Understanding pcAnywhere basics Using the remote online toolbar You also can access shortcuts to many remote online options by clicking the appropriate icon on the toolbar. This table explains what you can access from the remote online toolbar. Icon 34 Meaning Explanation Change to full screen Displays the host’s full-screen on the remote computer. This option is available only if both computers are set to the same resolution.
Using the remote desktop Icon Meaning Explanation Send Ctrl+Alt+Del to host On Windows NT, opens the Windows Task Manager, so that the remote user can switch tasks or log on or off of NT. Restart host computer Restarts the host computer. End remote control session Ends the remote control session, returning the pcAnywhere Manager window. Encryption level indicator Displays the level of encryption used during the session. The color of the padlock indicates the encryption used.
Understanding pcAnywhere basics Transferring the contents of the Windows clipboard The Windows clipboard contains information that is cut or copied from another application. During a remote control session, you can transfer text or graphics contained in the host clipboard to the remote, or from the remote clipboard to the host. For information on using the clipboard, consult the Microsoft Windows documentation.
Improving performance Chatting with other users During a remote control session, the host and remote user can have a typed conversation in a chat window. Either the host or remote user can initiate a chat. This feature is helpful for sending brief messages or instructions. When you are finished, you can save the text from your chat session in a text file. To chat online with another user 1 On the remote or host online menu, click Chat. 2 In the lower portion of the chat window, type your message.
Understanding pcAnywhere basics Issues that affect performance The two biggest factors in performance are the speed of your connection and display issues. The more data that needs to be passed back and forth between the computers—especially graphics data—the slower the performance. Some security settings, such as data encryption, can also affect performance. When configuring a connection, you must balance the need for high performance with the need to protect your data.
Improving performance Working more efficiently When performing operations during a remote control session, there are several ways to improve performance: ■ Avoid using animation. ■ Turn off full window drag capability on the host to avoid transmitting each pixel of movement as you drag a window across the computer screen. ■ Use the Page Up and Page Down keys to scroll through documents. ■ Disable the scroll wheel on your mouse. ■ Avoid performing remote control operations when transferring files.
Understanding pcAnywhere basics 6 Click Next. 7 Do one of the following: ■ Click Disable Host Desktop to disable the Microsoft Internet Explorer Active Desktop. ■ Click Host Desktop Optimization to disable the screen saver, desktop wallpaper, and power management options on the host computer. 8 Click Next. 9 Read through the rest of the panels in the wizard for more information on performance issues. When you are finished, a summary of your selections appears. 10 Click Finish.
G e t t i n g c o n n e c t e d ■ Allowing others to control your computer ■ Controlling another computer remotely ■ Transferring files and folders
C H A P T E R Allowing others to control your computer As a host, you let authorized remote users connect to your computer and take control of it. The remote user sees your computer screen and can open files or programs that you have given the user permission to access. In a corporate setting, your system administrator may be responsible for setting up a host server so that people can connect to the network while away from the office.
Allowing others to control your computer that the host supports, or by modifying the settings of an existing connection item. Creating a new host connection item For more control over your connections, you can create unique connection items to handle connections from specific types of hardware devices or from specific users.
Setting up a host computer Tab Lets you For more information, see Security Options Set security options for connections and logons and data encryption levels for remote control sessions. “Securing your computer and sessions” on page 93 and “Using encryption to protect data” on page 105. Conference Set up a conference, so that multiple remote users can log on to the host. “Letting multiple remote users hold a conference” on page 52. Protect Item Protect the connection item with a password.
Allowing others to control your computer Selecting the host connection method Whether you set up a host to wait for a connection from a remote computer or to initiate a connection to a remote computer, you must specify what type of device your computer uses to handle connections. You can set up a host to wait for a connection from two different devices.
Setting up a host computer 3 On the Connection Info tab, select up to two connection devices: ■ For modem connections, select the name of your modem, which is listed at the top of the device list. ■ For network connections, select the network protocol (TCP/IP, SPX, NetBIOS) that the host uses. If you are using a cable modem or digital subscriber line, such as ADSL or DSL, you must use TCP/IP. ■ For direct connections, select an available port.
Allowing others to control your computer To set the host startup options 1 In the pcAnywhere Manager window, click Hosts. 2 Right-click the connection item that you want to configure, then click Properties. 3 On the Settings tab, select from among the following host start-up options: ■ Check Launch With Windows to automatically start a host session when the host computer is started. ■ Check Use Windows Screen Saver to launch a Windows screen saver whenever the host is waiting for a connection.
Setting up a host computer You can also control what to do after an unexpected loss of connection. Normally, a session ends when either the host or the remote user cancels the session. However, network or equipment problems might cause either the host or the remote to lose a connection. A connection might also be dropped because of a security issue, such as an unauthorized user trying to break in; therefore, it is important to secure the host after a session ends.
Allowing others to control your computer For more information, see “Securing your computer and sessions” on page 93. Starting a host session You can host a remote control session in one of three ways: ■ Launching a host to wait for connections from authorized remote users For more information, see “To wait for a call from a remote computer” on page 51.
Starting a host session one type of connection at a time. When a connection is established on one device, the other device is not available until the session ends. Use this method if the host computer is running unattended, or if you do not need to interact with the remote user. For example, use this method if you want to connect to your office computer from home. To wait for a call from a remote computer 1 In the pcAnywhere Manager window, click Hosts.
Allowing others to control your computer The remote user initiates the call, and the host computer must be waiting for the call. To wait for a voice first call from the remote 1 In the pcAnywhere Manager window, click Hosts. 2 Right-click the modem connection item that you want to use, then click Voice First. When you answer a call from the remote user, a dialog box appears on both the host and remote computers. 3 Click OK when you are finished with your conversation.
Letting multiple remote users hold a conference Setting up the conference host To let multiple remote users connect to your host computer, you must specify the information needed to make the connection. You can start with an existing host connection item or create a new one. For more information, see “To create a new host connection item” on page 44. For more information, see “Setting up a host computer” on page 45. To configure a conference host 1 In the pcAnywhere Manager window, click Hosts.
Allowing others to control your computer ■ Specify IP Address Select this option if you know the IP address and want to type it in. The address must be a valid Class D IP address within the range of 225.1.1.1 through 239.254.254.254. 5 If you are using routers to increase the broadcast area of the conference, select the number of routers you want to use in the Allow Conference Over “x” Routers list box. 6 Click OK.
C H A P T E R Controlling another computer remotely When you start a remote control session, you are connecting to a host computer and taking control of it. Your computer screen displays exactly what appears on the host’s screen, and you can open any file or program that the host user has given you permission to access.
Controlling another computer remotely contains unique connection and security settings. You can use these connection items as a starting point, or you can create your own. For more information, see “Managing remote connection items” on page 61. Configuring direct connections If the computer you want to connect to is nearby, you can connect the two computers directly, using an appropriate cable for your port.
Setting up a remote connection Configuring modem or ISDN connections If your modem is installed on your computer when you install pcAnywhere, the modem device is automatically added to the list of devices on the Connection Info tab. Choose this modem for modem connections. The same is true for ISDN devices, except the device you choose depends on what type of ISDN you have. In Europe, you must choose the ISDN via CAPI connection device.
Controlling another computer remotely 3 On the Settings tab, click Use dialing properties and phone number. For information about configuring unique dialing properties for your location, such as disabling call waiting and specifying calling card information, see “Configuring dialing properties” on page 132. 4 Type the area code of the host computer to which you want to connect. 5 Type the telephone number of the host computer to which you want to connect.
Setting up a remote connection As an administrator, you can connect to servers on your network to perform maintenance and support. Depending on your environment, you can establish a remote control session with other computers on the network using SPX or NetBIOS. For more information, see the Symantec pcAnywhere Administrator’s Guide. To select a network connection method 1 In the pcAnywhere Manager window, click Remotes.
Controlling another computer remotely 4 Type either the network host name or IP address of the computer to which you want to connect. 5 Click OK. Including logon information To save a step and avoid having to enter a logon name and password each time you connect to a host, you can include this information in your connection item file. pcAnywhere automatically provides the logon information once you have established a connection.
Managing remote connection items 3 Specify the number of seconds pcAnywhere should wait between connection attempts. 4 Click OK. Managing remote connection items Remote connection items contain the connection and security information needed to remotely connect to a host computer, perform operations, and end a session. These items appear as icons in the pcAnywhere Manager window. You can modify the default connection items, or create your own.
Controlling another computer remotely Modifying a remote connection item The settings in the remote connection item’s property page are grouped by tabs. This table explains where to find the settings you need. Property page Lets you For more information, see Connection Info Select the connection device for sessions that use this connection item. “Setting up a remote connection” on page 55. Settings Specify the dialing settings and logon information. “Setting up a remote connection” on page 55.
Starting a remote control session You can start a remote control session with a host in one of four ways: ■ Connecting to a host computer in remote control mode For more information, see “Connecting to a host computer” on page 64. The remote computer connects to the host computer in remote control mode. This method of connection is the most common. ■ Starting a connection in file transfer mode For more information, see “Transferring files without starting a remote control session” on page 84.
Controlling another computer remotely Connecting to a host computer You can connect to a host directly, using a modem, or over a network; however, you can only connect to a host that is waiting for connections on the same type of connection device. For example, if the host is waiting for a modem connection, you must use a modem to connect. To save time, you can store the information needed to make the connection and log on to the host computer in the remote connection item’s property page.
Connecting to multiple hosts When your computer accepts the connection from the host computer, the remote desktop appears on your computer screen, which displays the host computer screen and the pcAnywhere online toolbar. Initiating a voice conversation with host If you are using a modem, you have the option to begin the remote control session as soon as you connect, or to have a voice conversation first and then start the session, using the same connection.
Controlling another computer remotely Changing online preferences After you connect to a host computer, you might find that you need to change a setting. Perhaps the windows on the host’s computer screen are too large and do not fit on your screen. Or, perhaps you want to speed up the performance by reducing the number of colors displayed on your screen. You can change these settings while you are running a session.
Recording and replaying sessions ■ Check Host Active Window Tracking to switch focus to the active window on the host computer. For example, a dialog box that requires an action from you might appear out of the viewing area on your computer. Because you cannot see the message, you might think the session has locked. By checking this option, you ensure that such dialog messages appear in a visible part of your screen.
Controlling another computer remotely For more information, see “Recording host sessions” on page 118. Remote users can start recording at any point during a remote control session or set up a connection item to automatically record a session upon connection. Recording a remote control session You can record a session for later playback at any point during the remote control session or set up your remote connection item to begin recording sessions automatically upon connection.
Recording and replaying sessions Replaying recorded sessions Recorded sessions are saved as .rcd files in the pcAnywhere directory, unless you specify another file location. Sessions are played back in a replay window, which shows the host screen and each action you perform during the recording. During the replay, you can control the speed, skip to another session, pause, or take a screen shot. You can control these actions from the replay window menu bar or from the Playback Control Panel.
Controlling another computer remotely Action Definition Save Screen Lets you save a picture of the screen in a .scn file. You must pause the replay before you can take a screen shot. Save Session Lets you save the session as a binary file. If your file contains more than one session, you can specify which session you want to view first. By default, replay starts from the first session.
Saving screens Saving screens Capturing the contents of a screen during a session is like taking a snapshot with a camera. pcAnywhere stores screen shots in a .scn file in the pcAnywhere directory, so you can view them later. You have the option to save the screen shot in a new file or add it to an existing screen file. To save session screens 1 On the remote online menu, click pcAnywhere > Save Screen. 2 Do one of the following: 3 ■ Choose an existing screen file (*.
Controlling another computer remotely To allow the host to accept another connection 72 1 From the remote online menu, click pcAnywhere > End Session. 2 In the confirmation dialog box, click Yes.
C H A P T E R Transferring files and folders pcAnywhere File Manager lets you quickly navigate to the files and folders you need, transfer files and folders to and from another computer, and synchronize content. You can also set up your computer to automatically transfer files.
Transferring files and folders Navigating in pcAnywhere File Manager The pcAnywhere File Manager window opens when you select the file transfer option on the host or remote online menu or on a remote connection item pop-up menu. Folder list box Toolbar Action bar The first time you open the pcAnywhere File Manager window, it lists the files and folders under My Computer. You can specify another starting point, as well as other file transfer preferences, in the File Transfer properties page.
Navigating in pcAnywhere File Manager Getting to files quickly If you know the location of the file you want, you can get there quickly by typing the path name in the folder list box. The six most recent path names are saved in the Go list box, so you can get to your files even faster. This list is dynamic: the most recently typed path name is listed at the top, and older path names are replaced by newer ones. You can maintain a separate Go list for both the host and remote computers.
Transferring files and folders Tagging folders Use this feature to quickly select all of the folders in your directory, so that you can transfer or synchronize them. To tag all folders in a directory 1 In the pcAnywhere File Manager window, go to the directory that contains the folders that you want. 2 On the Edit menu, click Tag > Folders.
Managing files and folders Managing files and folders pcAnywhere File Manager gives you control over files and folders on both the host and the remote computers, so you can copy, move, and delete files or folders on either computer. You can also create new folders, which is useful if you want to create a special directory for files. Creating new folders You can create a new folder for storing files on either the host or remote computer.
Transferring files and folders 3 Type a new name. 4 Press Enter. Copying files and folders You can copy a file or folder from one computer to another. To copy files and folders 1 In the pcAnywhere File Manager window, right-click the file or folder that you want to copy, then click Copy. 2 Navigate to the location on the other computer where you want to place the copy. 3 Right-click, then click Paste. 4 In the confirmation dialog box, click Yes.
Changing file transfer preferences Changing file transfer preferences You can specify the default file transfer preferences for all file transfer sessions or change them during a session. Changes you make during a session affect only the current session. For more information, see “Changing preferences during a session” on page 81.
Transferring files and folders Selecting an overwrite option By default, pcAnywhere prompts you for confirmation before performing an action that might result in data loss, such as replacing an older file with a newer one. However, you might want to change this setting if you plan to perform an automatic file transfer and will not be available to respond to a confirmation prompt. To select an overwrite option 1 In the pcAnywhere Manager window, click Tools > Options. 2 Click File Transfer.
Changing file transfer preferences 3 Check Pause remote control to maximize file transfer performance, if you want to perform file transfers during a remote control session. Selecting this option pauses the remote control session to give full bandwidth to the file transfer, thus improving speed. 4 Click OK.
Transferring files and folders 4 Select whether you want to receive a confirmation prompt for the following actions: ■ Check Transfer, Move if you want to receive a confirmation dialog box before transferring or moving a file or folder. ■ Check Synchronize if you want to receive a confirmation dialog box before synchronizing a file or folder. 5 Check Include Subfolders In All Operations if you want the options you have selected to apply to subfolders as well. 6 Click OK.
Transferring files To start a file transfer from a remote computer 1 On the remote online menu, click pcAnywhere > File Transfer. 2 In the either the left or right pane of the pcAnywhere File Manager window, open the folder in which you want to place the files. 3 In the opposite pane, select the files or folders that you want to transfer. 4 On the File menu, click Transfer. 5 In the confirmation dialog box, click Yes.
Transferring files and folders Transferring files without starting a remote control session You can transfer files between a remote computer and a host computer without starting a remote control session. The host computer must be waiting for a connection on the same connection device that the remote is using. When you are finished, end your session or switch to remote control mode. To transfer files without remote control 1 In the pcAnywhere Manager window, click Remotes.
Performing automatic file transfers Setting up an AutoTransfer file pcAnywhere provides a default .atf file for each remote connection item, which you can use to set up an AutoTransfer procedure. You can specify which file transfer operations you want to perform, the location of the files and folders, and what settings to use. Adding file transfer operations You can perform more than one operation in an AutoTransfer procedure.
Transferring files and folders Setting AutoTransfer preferences You can run an AutoTransfer procedure using the default preferences specified in the File Transfer properties page, or you can ignore those settings and select preferences that are unique to the AutoTransfer procedure. For example, if you plan to run an AutoTransfer procedure unattended, you should select a file overwrite preference that does not require confirmation from you.
Performing automatic file transfers Starting AutoTransfer automatically To save time, set up your AutoTransfer procedure so that it runs automatically each time you log on to the host computer. To start AutoTransfer automatically 1 In the pcAnywhere Manager window, click Remotes. 2 Right-click the connection item that you want to configure, then click Properties. 3 On the Automated Tasks tab, click Run this AutoTransfer upon connection. 4 Click OK.
Transferring files and folders Modifying the contents of a procedure When you run an AutoTransfer procedure, pcAnywhere performs the operations in your .atf file in the order in which they appear. You can change the order of these operations, remove an operation, or add a new one. To change the sequence of an AutoTransfer procedure 1 In the pcAnywhere Manager window, click Remotes. 2 Right-click the remote connection item that you want to configure, then click Properties.
Synchronizing and cloning comparison between two folders. It is important to understand the differences before performing either procedure. What is synchronization Synchronization makes the contents of both the host and remote folders identical to each other by adding files. If one folder contains a file that the other folder does not have, the missing file is added to the other folder. If both folders contain a file with the same name, the older version is replaced by the newer version.
Transferring files and folders 3 On the File menu, click Synchronize. 4 In the confirmation dialog box, click Yes. What is cloning Unlike synchronization, which makes the contents of two folders match by adding files to both, cloning adds and deletes files in one folder to make it match the contents of the other. Cloning is initiated from one folder, called the source, which is the folder you want to duplicate. The other folder is called the destination folder.
S a f e g u a r d i n g s y s t e m a n d ■ Securing your computer and sessions ■ Using encryption to protect data ■ Monitoring and recording sessions y o u r d a t a
C H A P T E R Securing your computer and sessions Security is a paramount concern when allowing remote access to your computer. When others remotely connect to your computer, they potentially have access to your files, email messages and address book, programs, and computer configuration. If you are connected to your company’s network, they can also access any server, workstation, or other network resources to which you have access.
Securing your computer and sessions Choosing an authentication method In a corporate environment, your network administrator might use a directory server, like Active Directory Server (ADS) or Novell Directory Server (NDS), to create and maintain user accounts to control access to the corporate network. These accounts can be for individual users or groups of users. The process of taking a user’s credentials and verifying them against a directory or access list is called authentication.
Preventing unauthorized access This table provides information on the authentication methods for Novell-based platforms. Novell-based authentication methods Explanation Novell Bindery Caller Authentication Validates a user by checking a list stored in a Novell NetWare Bindery. NDS Caller Authentication Validates a user or group by using a list stored in a Novell Directory Service. Novell LDAP Caller Authentication Validates a user or group by checking a user list stored in an LDAP 3.
Securing your computer and sessions Setting up caller accounts Before you can start a host session and allow others to connect to your computer, you must set up a caller account that specifies the logon information and what method you want to use to identify whether a person has permission to connect. This information is controlled in the Callers property page. pcAnywhere requires that you select some method of authentication for each host connection item.
Preventing unauthorized access 4 In the caller list area, right-click, then click Add. 5 On the Identification tab, specify the identification information for the caller. The information you need to specify will vary, depending on which authentication method you selected. Select one of the following: ■ For Windows-based authentication methods, select a computer or domain name, then select a valid user or group name.
Securing your computer and sessions To configure logon security 1 In the pcAnywhere Manager window, click Hosts. 2 Right-click the host connection item that you want to configure, then click Properties.
Limiting access privileges Calling back remote users Another method for confirming the identity of a remote user is to use the Callback feature. This feature works only for modem connections. When a remote user attempts to connect to the host over a modem, the host computer terminates the connection, then calls back the remote computer at a pre-configured number. If the remote computer is not waiting for a connection at that number, the host cancels the session.
Securing your computer and sessions accounts on your computer to let your coworkers retrieve files, but restrict them from restarting your computer. This information is controlled in the Callers property page. Depending on your operating system, you can also restrict users from accessing specific drives. Specifying caller privileges Caller privileges let you limit the level of access that a remote user has to your computer.
Limiting access privileges ■ Click Specify individual caller rights to limit access rights, then check or uncheck the options you want to allow or restrict access to. 5 Specify whether you want to limit the duration of a session to a specified number of minutes or disconnect the host after a long period of inactivity. 6 To allow the remote user to run an automated task after logging on, type the command information needed to run the program. 7 Click OK.
Securing your computer and sessions 5 Specify whether the user should have no access, read-only access, or full access to your floppy drives, local drives, network drives, or CD-ROM drives. 6 Click OK in all three dialog boxes. Securing sessions pcAnywhere provides a number of options that protect the privacy of your session and prevent others from inadvertently cancelling your session. These options are also useful if you plan to run a host session unattended.
Protecting your configuration settings Select this option if you are running your host unattended and want to prevent others from interfering with your session. 5 To automatically cancel a session after a specified period of inactivity, check Disconnect if inactive. 6 Specify the time-out period. 7 Click OK.
Securing your computer and sessions To protect a connection item 1 Do one of the following: ■ In the pcAnywhere Manager window, click Hosts to protect host connection items. ■ In the pcAnywhere Manager window, click Remotes to protect remote connection items. 2 Right-click the connection item that you want to protect, then click Properties. 3 On the Protect Item tab, type a password. 4 Retype the password for confirmation. 5 Specify which actions should require a password. 6 Click OK.
C H A P T E R Using encryption to protect data Modern methods of computer cryptography use complex mathematical algorithms to code and decode data. This process of coding and decoding is called encryption. Symantec pcAnywhere uses a combination of encryption methods to ensure that the data you send cannot be read or altered by unauthorized users while in transit.
Using encryption to protect data What are the most common encryption methods The two most common forms of encryption are symmetric and public-key. Each method has unique advantages and disadvantages. The most effective forms of encryption use a combination of both. What is symmetric encryption Symmetric encryption encodes and decodes data using the same cryptographic key. When you send data using this method, both the sender and the recipient share the same key.
Understanding the trade-offs Understanding the trade-offs When deciding whether to use encryption and which method to use, you must balance performance with the need for security. Using strong encryption can protect the privacy and integrity of your data. However, it can also slow performance because stronger encryption requires more resources to process and transfer the data. Sometimes protecting the security of the data is far more important than sacrificing performance.
Using encryption to protect data Some configuration is required to ensure that both the host and remote users have access to the appropriate key pairs. Host and remote users must provide each other with their certificates and set up a certificate store, containing the certificates of those users who will connect their computers. The host and remote users should be configured with the common name from their certificates.
Setting up encryption on your computer Using symmetric encryption in pcAnywhere If you choose symmetric encryption, pcAnywhere generates a unique public key and uses this key to encrypt and safely distribute the symmetric key used to encrypt the session. Because the public key is not obtained from a certificate authority, it does not provide the level of user authentication that public-key encryption does. However, you can offset this factor by using pcAnywhere’s caller authentication features.
Using encryption to protect data To set up pcAnywhere or symmetric encryption 1 Do one of the following: ■ In the pcAnywhere Manager window, click Hosts to set up encryption on the host computer. ■ In the pcAnywhere Manager window, click Remotes to set up encryption on the remote computer. 2 Right-click the connection item that you want to configure, then click Properties. 3 On the Security Options tab, select either the pcAnywhere or Symmetric encryption level.
Setting up encryption on your computer To set up the certificate store 1 In the pcAnywhere Manager window, click Tools > Options. 2 On the Encryption tab, specify the path and name of the file containing the certificate information for the computer to which you want to connect. 3 Click OK.
Using encryption to protect data Using the Encryption Wizard Setting up public-key encryption is more complicated than other types of encryption. pcAnywhere provides an Encryption Wizard to guide you through the process. To use the wizard 1 112 Do one of the following: ■ In the pcAnywhere Manager window, click Hosts to set up encryption on the host computer. ■ In the pcAnywhere Manager window, click Remotes to set up encryption on the remote computer.
C H A P T E R Monitoring and recording sessions Network administrators and other IT professionals can use the logging and recording features in pcAnywhere to monitor security and performance and to troubleshoot problems. There are a number of reasons why you might want to monitor or record a session. For example, you can check a log to confirm whether your automatic file transfer completed successfully.
Monitoring and recording sessions Depending on your operating environment, you can choose to send information events that occurred during a session to a pcAnywhere generated log file, NT or Windows 2000 event log, or a system network management protocol (SNMP) monitor. For more information, see the Symantec pcAnywhere Administrator’s Guide.
Monitoring events in pcAnywhere For more information, see “Sending logging information to a central server” on page 116. 4 Click Select Events. 5 Select the events that you want to log. Selecting some types of events, such as Host Executable Launched and Host File Access can degrade system performance. To limit the impact, pcAnywhere only tracks the following types of application files: *.exe, *.cmd, *.bat, and *.cmd.
Monitoring and recording sessions 3 Specify whether you want to send the logging information to the Event Viewer on a central server or to the Event Viewer on the local computer. If you want to maintain the log file on a central server, you must specify the location of the server and any necessary logon information. For more information, see “Sending logging information to a central server” on page 116. 4 Click Select Events. 5 Select the events that you want to log.
Managing log files 6 In the Authentication Information dialog box, specify the information required to log on to the server, including user name, password, and, if applicable, domain name. 7 Click OK in both windows. Managing log files The pcAnywhere generated log file contains information about activities that occurred during a remote control session. Using this information, you can create reports to track security or performance issues or gather billing information.
Monitoring and recording sessions 8 Type a name for the report. Fully formatted reports use a .log extension. Comma deliminated reports use a .csv extension. Fixed field reports use a .txt extension. 9 Click Save. 10 If you want to view the file, in the confirmation dialog box, click Yes. 11 Click OK. Archiving or deleting logged information pcAnywhere generated log files are not cleared automatically. New log information is appended to these log files, causing them to increase in size.
Recording host sessions To record a host session automatically 1 In the pcAnywhere Manager window, click Tools > Options. 2 On the Host Operation tab, check Record host session for later playback. 3 Specify the location on the host where you want to store the recording. Some host servers require a password to save files on the system. To specify logon information 1 On the Host Operation tab, click Advanced.
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C u s t o m i z i n g s e t t i n g s ■ Customizing Symantec pcAnywhere options ■ Customizing connection devices
C H A P T E R Customizing Symantec pcAnywhere options You can customize pcAnywhere to improve performance, increase security, and manage connections. Some of these options are intended for network administrators and other advanced users. Depending on your work environment, your network administrator might restrict you from modifying some settings. When in doubt about whether you should perform a procedure, consult your network administrator.
Customizing Symantec pcAnywhere options The settings in the pcAnywhere Options dialog box are grouped by tabs. This table explains where to find the settings that you need. Tab Explanation For more information, see Host Operation Controls basic host operations, such as host name and video settings. “Controlling host operations” on page 125. Remote Operation Controls performance and display settings for remote sessions. “Configuring remote operations” on page 128.
Configuring host options the default settings each time you change locations. Create an option set for each location, then apply it when you arrive. For more information, see the Symantec pcAnywhere Administrator’s Guide. Configuring host options Use the Host Operation tab to control basic host settings, specify a host name, select the video mode, or set the host to record remote control sessions automatically. Use the Host Communications tab to view or customize modem or network settings.
Customizing Symantec pcAnywhere options session, change the video setting to Compatibility. This option is slower, but works for most video cards. If you want to monitor activities on the host, configure the host to record sessions for later playback. For more information, see “Recording host sessions” on page 118.
Configuring remote options Controlling host communications If a modem is installed and configured properly on the operating system, host users can customize the dial-up properties, specifying on what ring to answer an incoming call. Network administrators can create an access list of TCP/IP addresses or subnets to restrict unauthorized users from connecting to the host server. For more information, see the Symantec pcAnywhere Administrator’s Guide.
Customizing Symantec pcAnywhere options Configuring remote operations Screen resolution and color level have a direct impact on performance. Other factors include cache file size. pcAnywhere stores data in a cache file to avoid resending the same data over the connection, thus improving performance. The size of the cache file depends on available disk space. pcAnywhere never uses more than 50 percent of available disk space for a cache file.
Using directory services To access dialing properties 1 In the pcAnywhere Manager window, click Tools > Options. 2 On the Remote Communications tab, click Change to modify dialing properties or add a new location. For more information, consult the Windows documentation. 3 In the pcAnywhere Options dialog box, click OK. Network administrators can customize network settings to handle connections on both sides of a firewall. For more information, see the Symantec pcAnywhere Administrator’s Guide.
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C H A P T E R Customizing connection devices Before you can use pcAnywhere to connect to another computer, you must configure a host or remote connection item, depending on whether you want to let others connect to your computer or whether you want to control another computer remotely. One of the first steps in configuring a connection item is to choose a connection device. A connection device is the type of hardware a computer uses to handle connections.
Customizing connection devices Customizing network connections Most pcAnywhere host and remote network connections use TCP/IP. Network administrators who use pcAnywhere to manage servers can also use the SPX or NetBIOS protocol, depending on the network environment. For more information, see the Symantec pcAnywhere Administrator’s Guide. By default, TCP/IP, SPX, and NetBIOS remote network connections are configured to connect to a host over a LAN.
Customizing modem connections Customizing modem settings Modem settings are controlled in the Modem Properties dialog box in Windows. You can customize these settings for pcAnywhere without changing your default preferences in Windows. Custom settings temporarily override the modem properties that are configured in the Windows Modem Properties dialog box and affect only the pcAnywhere sessions that use the customized connection item. This table explains the settings that you can customize.
Customizing connection devices 5 Modify the settings that you want to change. 6 Click OK. 7 In the Connection Info dialog box, click OK. Customizing ISDN connections If an ISDN device is installed and properly configured on your computer, pcAnywhere will automatically detect it and add it to the list of connection devices in the Connection Info tab. Choose this modem definition, if you are using ISDN in any location except Europe. If you are using ISDN in Europe, you must select ISDN via CAPI.
Customizing European ISDN connections Customizing European ISDN connections In Europe, ISDN devices use the Common ISDN Application Programming Interface (CAPI) to transmit and receive data. Even if a separate ISDN device is listed in the Connection Info tab, you must select ISDN via CAPI. To improve connection speed, you can configure pcAnywhere to use channel bonding. Channel bonding combines two 64K channels into a single channel, providing for 128K bps transmission.
Customizing connection devices Customizing direct connections If the computer you want to connect to is nearby, you can connect the two computers directly, using an appropriate cable for your port. Direct connections require either a parallel (LPT) or a serial (COM) port. Windows 9x and Windows ME support both parallel and serial connections. Although you can use either type of connection, parallel connections are preferred, because they are faster than serial connections.
Customizing direct connections Setting Explanation Default setting Flow control Controls the flow of information between computers. For direct and modem connections, use RTS/CTS. RTS is a request to send status message, used to verify that the computer is ready to receive information. CTS is a clear to send status message, used in response to an RTS message. RTS/CTS Started by Controls the method by which a session begins. Carrier detect (DCD) Ended by Controls the method by which a session ends.
Customizing connection devices 5 Select the connection preferences that you want to use. 6 Click OK. 7 In the Connection Info dialog box, click OK. Configuring infrared connections If a Microsoft-compatible infrared device is installed and configured properly on your computer, pcAnywhere automatically detects it and lists the device in the Connection Info tab. For more information, see the Windows documentation.
S U P P O R T Service and support solutions Service and support information is available from the Help system of your Symantec product. Click the Service and Support topic in the Help index. Technical support Symantec offers two technical support options: ■ Online Service and Support Connect to the Symantec Service & Support Web site at http://service.symantec.com, select your user type, and then select your product and version.
Service and support solutions Support for old and discontinued versions When a new version of this software is released, registered users will receive upgrade information in the mail. Telephone support will be provided for the old version for up to twelve months after the release of the new version. Technical information may still be available through the Service & Support Web site (http://service.symantec.com).
Service and support offices North America Symantec Corporation 555 International Way Springfield, OR 97477 U.S.A. http://www.symantec.com/ Argentina and Uruguay Symantec Region Sur Cerrito 1054 - Piso 9 1010 Buenos Aires Argentina http://www.service.symantec.com/mx +54 (11) 5382-3802 Asia/Pacific Rim Symantec Australia Level 2, 1 Julius Avenue North Ryde, NSW 2113 Sydney Australia http://www.symantec.
Service and support solutions Mexico Symantec Mexico Blvd Adolfo Ruiz Cortines, No. 3642 Piso 14 Col. Jardines del Pedregal Ciudad de México, D.F. C.P. 01900 México http://www.service.symantec.com/mx +52 (5) 661-6120 Other Latin America Symantec Corporation 9100 South Dadeland Blvd. Suite 1810 Miami, FL 33156 U.S.A. http://www.service.symantec.
Symantec pcAnywhere 10.5 CD Replacement Form CD REPLACEMENT: After your 60-Day Limited Warranty, if your CD becomes unusable, fill out and return 1) this form, 2) your damaged CD, and 3) your payment (see pricing below, add sales tax if applicable), to the address below to receive replacement CD. DURING THE 60-DAY LIMITED WARRANTY PERIOD, THIS SERVICE IS FREE. You must be a registered customer in order to receive CD replacements.
Get a parallel cable pcAnywhere can make connections over a wide range of protocols, including modems, network, Internet, ISDN, and direction connections. The parallel cable allows you to direct-connect two computers using parallel ports. A parallel cable significantly increases the performance of pcAnywhere when using a parallel port to connect two computers. It facilitates the file transfer and synchronization of two computers, as well as pcAnywhere training.
I N D E X Symbols * 76 .atf file 84 .csv 118 .log 118 .pl9 117 .rcd 68, 69 .scn 71 .
configuring on host 47 configuring on remote 57 customizing connections 135 enhancements in pcAnywhere 16 carrier detect 137 case-sensitive passwords 103 certificate store configuring 110 explained 108 certificates 106, 108 changes, in pcAnywhere 14 chat sessions 34, 37 Class D address range 54 clipboard, transferring contents 34, 36 cloning explained 90 of folders 90 preparing for 78 ColorScale 67 COM ports customizing 136 for host connections 47 for remote connections 56 comparing folders 78 compression,
customizing 136 directory services configuring 129 Directory Services tab 124 disk space requirements 22 display adapter requirements 22 display, full-screen 34 documentation Administrator’s Guide 18 DOS 18 downloading, Live Updates 26 DSL configuring on host 47 configuring on remote 58 overview 30 E editing.
G I gateways 17 global options, modifying 123 Go list 75 improving performance 37 inactivity time-out 103 infrared connections 138 installation of upgrades 23 preparation for 21 procedures 24 Integrated Services Digital Networks. See ISDN Integrity Checker.
deleting 118 generating on pcAnywhere 114 logging generating reports 117 of pcAnywhere events 114 on a central server 116 logging on automatically 60 logon encrypting 110, 111 securing 98 LPT ports 56, 136 for host connections 47 M main window 32 microprocessor requirements 22 Microsoft-based authentication 94 minimizing host 48 modem connections calling back remote 99 changing dialing properties 129 configuring 57 connection devices 47 customizing 133 entering dialing properties manually 58 using dialing
pcAnywhere File Manager accessing 74 adding files and folders 77 deleting files and folders 77 renaming files and folders 77 pcAnywhere log file 114 pcAnywhere Manager 32 pcAnywhere Packager. See Symantec pcAnywhere Administrator’s Guide performance cache file 128 new features 16 ways to improve 37 Playback Control Panel 69 Policy Manager.
resizing screen 34 resolution requirements 22 restarting host computer 35 routers, in conferencing 54 RTS 137 S screen captures taking of recorded sessions 70 taking of sessions 34 viewing 71 screen savers 48 screen scaling 34, 66 screen, blanking on host 102 scripting 17 securing host sessions 48 security case-sensitive passwords 103 encrypting logon information 110, 111 for host sessions 102 performance trade-offs 107 protecting caller accounts 104 protecting connection items 103 security features 14 Sec
Technical Support 139 time-out 98, 103 toolbar for remote 63 on remote desktop 33 transferring graphics 34, 36 of files automatically 84 Windows clipboard contents 34, 36 traps, SNMP.
