Preparing
the Thin Clients
Introduction
After you have installed 2X ThinClientServer, you can
proceed to install/configure a thin client or computer to boot 2X ThinClientOS.
2X ThinClientOS can be booted from a storage device
(CD-ROM, hard
disk, USB or flash disk) or
it can boot over the network (PXE or Etherboot). Etherboot works very similar to
PXE, however it does not rely on the BIOS of the computer to boot via the
network but on a small boot image copied to a CD-ROM, floppy disk, a hard disk,
USB disk or even the ROM of a network card.
For more information about the boot methods and how 2X
ThinClientServer works, see
Introduction
to 2X ThinClientServer.
The 2X ThinClientOS is provided in the form of 2 files
and can be downloaded from the
http://www.2x.com/ website.
The 2X ThinClientOS is provided as:
- an
ISO file to burn on a CD-ROM. This can be used
to:
- boot
from the network
- install
on to the hard disk or flash disk
- install
to a bootable USB disk
- boot
from CD
- boot
into a set of network diagnostic tools
- a
ZIP file to be installed onto 2X ThinClientServer or else to be extracted to the
TFTP server directory. 2X ThinClientOS will then be downloaded and booted by
thin clients configured to boot via PXE or
Etherboot.
This same
file is also used to update the version on the 2X ThinClientServer, so that thin
clients that have 2X ThinClientOS installed on the hard disk can automatically
download the latest version.
Thin
Client System Requirements
- Any
thin client/computer with a Pentium processor or higher
- 32
MB of RAM is needed for CD-ROM USB or hard disk
- 64
MB of RAM is needed for PXE or Etherboot
- 450
MHz processor or higher
- If
you want to boot via PXE, ensure that your thin client device supports PXE
booting. Not all thin clients or computers can boot via PXE
- If
you want to boot via USB disk, ensure that your thin client device supports USB
disk booting. Not all thin clients or computers can boot via USB disks
- If
you want to boot via Etherboot, ensure that your thin client device has a
supported network card. A list of supported network cards can be found
here:
http://www.etherboot.org/db/
Configuring
a thin client to boot from a hard
disk, USB or flash disk (CD
install)
Be
sure to make a backup of all data before attempting to install.
Step
1: Downloading the thin client OS
Download the 2X ThinClientOS image as an ISO file
from:
Step
2: Burning the ISO image to a CD-ROM
Now burn the downloaded image to
CD-ROM. To do this:
- If
using Windows XP and Nero Burning ROM, simply go to menu “Recorder”,
choose option “Burn Image...”, and select the downloaded .ISO
file.
- If
using Linux & K3B, simply go to Burn CD. Select the ISO image and click
“Start”.
- Use
good quality CD-ROM (avoid CD-RW) media which is known to work with your CD-ROM
drive.
- Burn
the CD as a finalised single session using track-at-once (TAO).
- Enable
Buffer-Underrun Protection.
- Ensure
that the downloaded ISO file is not in use (for example by anti-virus software).
- Set
the burning speed to match the recommended speed specified by the CD-ROM media
and gradually lower the speed if problems are encountered reading the
CD-ROM.
- Ensure
that the system has enough free resources to complete the burning process.
- If
problems persist try to boot from the CD-ROM drive used to burn the ISO.
Step
3: Configure the thin client to boot from CD-ROM
After you have burned the CD-ROM, insert the CD-ROM into
the CD-ROM drive of the thin client / computer. Now ensure that the thin client
will attempt to boot from the CD-ROM and not from another storage device. Go
into the computers BIOS and check that the boot sequence starts with the CD-ROM
drive. You can choose to keep running the application from the CD or else
install it to a hard disk.
Step
4a: Installing 2X ThinClientOS on the hard disk
Be
sure to make a backup of all important data before installing 2X
ThinClientOS.
As soon as the computer boots, follow these steps to
install the image to the hard disk:
- 1. Choose
“2X ThinClientOS Installer” using the cursor keys and press
ENTER.
- 2. Click
OK on the welcome
message.
- 3. The
installer will check if you have free unpartitioned space on the hard disk
– if it finds free space, it will automatically create a partition of 32
megabytes and install 2X ThinClientOS.
- 4. If
it does not find unpartitioned space, it will prompt you whether you wish
to:
- a) Overwrite
an existing partition – this option will allow you to select an existing
partition, which the installer will use to install 2X
ThinClientOS.
Important:
All data on this partition will be erased.
- b) Resize
a partition – this option will cause the installer to attempt to resize an
existing partition by reducing it by 32 MB, and then creating a new partition
for the 2X
ThinClientOS.
- c) Erase
entire hard disk – this option will erase all data on the hard disk and
create a single partition for 2X ThinClientOS.
- d) Manually
partition – this option will start a partitioning program and allow you to
re-partition the hard disk. After the partitioning is complete, the installer
will allow you to select which partition to install 2X ThinClientOS
on.
- 5. The
installer will now prompt you to install a boot loader menu. This allows you to
select, at boot-time, whether to boot into 2X ThinClientOS or whether to boot
into the Operating System which was originally
installed.
6. The installer will now copy the 2X ThinClientOS image to the hard disk. After
it is finished, the machine must be rebooted.
Step 4b: Installing 2X
ThinClientOS on a USB disk
Be
sure to make a backup of all important data before installing 2X ThinClientOS on
both the USB and hard disk.
As soon as the computer boots (without the key inserted),
follow these steps to install the image to the USB disk:
- 1. Choose
“2X ThinClientOS Installer” using the cursor keys and press
ENTER.
- 2. Insert
the USB disk in one of the USB ports
available.
- 3. The
installer will then scan the system for available installation devices. The
local hard disk of the machine will be listed also.
- 4. Click
OK on the welcome
message.
- 5. Select
the appropriate USB disk. Be careful not to select the wrong device. Use the
detected size as an indicator if the device has been detected
correctly.
- 6. The
installer will now copy the entire 2X ThinClientOS installation CD to the USB
disk. The USB disk will function exactly like a bootable CD but will have the
ability to save and cache data locally. After it is finished, the machine must
be rebooted.
Step 5: Configure the thin
client to boot from the hard disk/USB
After you have installed 2X ThinClientOS, you must now
ensure that the thin client / computer will boot from the new disk. Go into the
computer’s BIOS and check that the boot sequence starts with the hard disk
or USB depending on which type of installation you have just
performed.
Note that the 2X ThinClientOS will automatically update
itself with the latest version, if you have installed a later version of 2X
ThinClientOS on the 2X ThinClientServer.
Configuring a thin client
to boot from a hard disk, USB or flash disk (Network install)
Be
sure to make a backup of all important data before installing 2X ThinClientOS on
both the USB and hard disk.
- Configuring
the thin client to boot via PXE: Enter the BIOS of the thin client / computer
and configure it to boot via PXE. Reboot the thin client / computer, enter the
BIOS, and check for a boot sequence entry. For more information, check the
documentation of your thin client / computer.
- Booting
the thin client for the first time: You will need to boot the thin client so
that 2X ThinClientServer can add the thin client to the list of detected thin
clients. Once the thin client has booted successfully and displays the login
screen, you are ready to move to step 3.
- Flagging
the thin client for a disk
install
Screenshot 43: List of thin clients
- 3.1. Select
the thin client(s) where you would like to have the 2X ThinClientOS installed
and click on “Install to Disk” > “Queue for Disk
Installation”. This will change its status to “Pending Disk
Installation”.
To
cancel an installation select the thin client that is going to be effected and
click on “Install to Disk” > “Cancel Pending Disk
Installation”
- 3.2. You
must now reboot the thin client to initialise the installation procedure. The
thin client will again boot over the network, but will receive new parameters
instructing it to perform a hard disk installation.
- 3.3. The
installer will check if you have free unpartitioned space on the hard disk
– if it finds free space, it will automatically create a partition of 32
megabytes and install 2X ThinClientOS. If you insert a USB key at this stage,
the option to create a USB key install is available.
- 3.4. If
it does not find unpartitioned space, it will prompt you whether you wish
to:
- 3.4.1. Overwrite
an existing partition – this option will allow you to select an existing
partition, which the installer will use to install 2X
ThinClientOS.
Important:
All data on this partition will be erased.
- 3.4.2. Resize
a partition – this option will cause the installer to attempt to resize an
existing partition by reducing it by 32 MB, and then creating a new partition
for the 2X ThinClientOS.
- 3.4.3. Erase
entire hard disk – this option will erase all data on the hard disk and
create a single partition for 2X ThinClientOS.
- 3.4.4. Manually
partition – this option will start a partitioning program and allow you to
re-partition the hard disk. After the partitioning is complete, the installer
will allow you to select which partition to install 2X ThinClientOS on.
- 3.5. The
installer will now prompt you to install a boot loader menu. This allows you to
select, at boot-time, whether to boot into 2X ThinClientOS or whether to boot
into the operating system which was originally installed.
- 3.6. The
installer will now copy the 2X ThinClientOS image to the hard disk. After it is
finished, the machine must be
rebooted.
4. Configure
the thin client to boot from the hard disk or USB disk
- 4.1. After
you have installed 2X ThinClientOS, you must now ensure that the thin client /
computer will boot from the appropriate boot device. Go into the
computer’s BIOS and check that the boot sequence starts with the hard disk
or USB depending on the target
destination.
Note
that the 2X ThinClientOS will automatically update itself with the latest
version if you have installed a later version of 2X ThinClientOS on the 2X
ThinClientServer.
Configuring
a thin client to boot via PXE
Step
1: Download the 2X ThinClientOS image
Download the 2X ThinClientOS image as a ZIP file
from:
Step
2: Copy the image to a 3rd party
TFTP Server (optional)
If you are using a
3rd party TFTP server instead of the
one already bundled with 2X ThinClientServer, please note the following:
Upon boot, the thin client must find a TFTP server and
download the 2X ThinClientOS image. Therefore you must extract the contents of
the “PXE” folder found within the downloaded 2X ThinClientOS ZIP
file to the directory from which the TFTP server serves files. The industry
default is X:\tftproot. To install the remaining files needed during the boot
procedure, ensure you install the new 2X ThinClientOS image by following the
section entitled “
Installing
a new 2X ThinClientOS” later on in this chapter.
Note
that 2X ThinClientServer will automatically install it’s own TFTP Server
to allow for this functionality without additional configuration from the user.
This step is only necessary in the case a TFTP Server is already installed on
the 2X ThinClientServer machine and providing services to the network, or if you
intend to use a TFTP server already commissioned elsewhere on your
network.
Step 3: Configuring thin
clients to boot via PXE
Now you need to enter the BIOS of the thin
client / computer and configure it to boot via PXE. Reboot the thin client /
computer, enter the BIOS, and check for a boot sequence entry. For more
information, check the documentation of your thin client / computer.
Configuring
a thin client to boot via Etherboot using the 2X ThinClientOS LiveCD
Step
1: Download the 2X ThinClientOS image
Download the 2X ThinClientOS image as a ZIP file
from:
Note:
The Etherboot image is the same image used for PXE booting. Therefore if you
have already downloaded the PXE image you can use that same image.
Step
2: Copy the image to a 3rd party
TFTP Server (optional)
If you are using a
3rd party TFTP server instead of the
one already bundled with 2X ThinClientServer, please note the following:
Upon boot, the thin client must find a TFTP server and
download the 2X ThinClientOS image. Therefore you must extract the contents of
the “PXE” folder found within the downloaded 2X ThinClientOS zip
file to the directory from which the TFTP server serves files. The industry
default is X:\tftproot. To install the remaining files needed during the boot
procedure, ensure you install the new 2X ThinClientOS image by following the
section entitled “
Installing
a new 2X ThinClientOS” later on in this chapter.
Note
that 2X ThinClientServer will automatically install it’s own TFTP Server
to allow for this functionality without additional configuration from the user.
This step is only necessary in the case a TFTP Server is already installed on
the 2X ThinClientServer machine and providing services to the network, or if you
intend to use a TFTP server already commissioned elsewhere on your
network.
Step 3: Download the 2X
ThinClientOS LiveCD
The 2X ThinClientOS LiveCD provides the option to boot
over the network from your CD-ROM using Etherboot. If you wish to use a floppy
disk or hard drive to boot via Etherboot, you can proceed directly to Step 6.
Download the 2X ThinClientOS image as an ISO file from:
Step
4: Burning the ISO image to a CD-ROM
To burn the downloaded image to CD-ROM:
- If
using Windows XP and Nero Burning ROM simply go to menu “Recorder”,
choose option “Burn Image...”, and select the downloaded .ISO
file.
- If
using Linux & K3B, simply go to Burn CD. Select the ISO image and click
”Start”.
- Use
good quality CD-ROM (avoid CD-RW) media which is known to work with your CD-ROM
drive.
- Burn
the CD as a finalised single session using track-at-once (TAO).
- Enable
Buffer-Underrun Protection.
- Ensure
that the downloaded ISO file is not in use (for example by anti-virus software).
- Set
the burning speed to match the recommended speed specified by the CD-ROM media
and gradually lower the speed if problems are encountered reading the
CD-ROM.
- Ensure
that the system has enough free resources to complete the burning process.
- If
problems persist try to boot from the CD-ROM drive used to burn the ISO.
Step
5: Configure the thin client to boot from CD-ROM
After you have burned the CD-ROM, insert the CD-ROM into
the CD-ROM drive of the thin client / computer. Now ensure that the thin client
will attempt to boot from the CD-ROM and not from another storage device. Go
into the computers BIOS and check that the boot sequence starts with the CD-ROM
drive.
Installing
a new version of 2X ThinClientOS
2X releases new updates to the 2X ThinClientOS on a
regular basis. These updates will incorporate improvements to hardware
detection, updates to terminal server clients, and more.
Thin clients that boot from the hard disk, USB disk, via
PXE, or via Etherboot, will automatically retrieve and use the latest 2X
ThinClientOS version installed via the Management Console.
To install the latest 2X ThinClientOS:
- Download
the latest 2X ThinClientOS ZIP file from
http://www.2x.com/thinclientserver/downloadlinks.html
- If
your thin clients boot via PXE or Etherboot, extract the contents of the PXE
folder in the ZIP file to the TFTP directory on the 3rd party TFTP server. This
is not necessary if you are using the TFTP server bundled with 2X
ThinClientServer. The next time the thin client boots, it will use the latest 2X
ThinClientOS.
- Install
the downloaded 2X ThinClientOS version by going to the
“ThinClientOS” node under “System” in the 2X
ThinClientServer Management Console
sidebar.
Screenshot 44: Installing the latest 2X ThinClientOS
Click on ”Upload ThinClientOS Image”. Now you
will be able to browse for the 2X ThinClientOS file you downloaded using the
“Browse...” button.
Screenshot 45: Select new 2X
ThinClientOS image
- Once
installed, all thin clients that are configured to use the latest thin client OS
image will retrieve the update and install it automatically. Only a reboot is
required.
Screenshot 46: Checking that thin clients use the latest 2X
ThinClientOS