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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:
  1. an ISO file to burn on a CD-ROM. This can be used to:
  2. 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

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.
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Step 1: Downloading the thin client OS

Download the 2X ThinClientOS image as an ISO file from:
http://www.2x.com/thinclientserver/

Step 2: Burning the ISO image to a CD-ROM

Now burn the downloaded image to CD-ROM. To do this:

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.
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As soon as the computer boots, follow these steps to install the image to the hard disk:
  1. 1. Choose “2X ThinClientOS Installer” using the cursor keys and press ENTER.
  2. 2. Click OK on the welcome message.
    1. 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.
  3. 4. If it does not find unpartitioned space, it will prompt you whether you wish to:
    1. 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.
  1. 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.
    1. c) Erase entire hard disk – this option will erase all data on the hard disk and create a single partition for 2X ThinClientOS.
  2. 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.
  1. 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.
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As soon as the computer boots (without the key inserted), follow these steps to install the image to the USB disk:
  1. 1. Choose “2X ThinClientOS Installer” using the cursor keys and press ENTER.
  2. 2. Insert the USB disk in one of the USB ports available.
    1. 3. The installer will then scan the system for available installation devices. The local hard disk of the machine will be listed also.
  3. 4. Click OK on the welcome message.
    1. 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.
  4. 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.
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  1. 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.
  2. 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.
  3. Flagging the thin client for a disk install
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Screenshot 43: List of thin clients

To cancel an installation select the thin client that is going to be effected and click on “Install to Disk” > “Cancel Pending Disk Installation”
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Important: All data on this partition will be erased.
4. Configure the thin client to boot from the hard disk or USB disk
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:
http://www.2x.com/thinclientserver/downloadlinks.html

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:
http://www.2x.com/thinclientserver/downloadlinks.html
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:
http://www.2x.com/thinclientserver/downloadlinks.html

Step 4: Burning the ISO image to a CD-ROM

To burn the downloaded image to CD-ROM:

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:
  1. Download the latest 2X ThinClientOS ZIP file from http://www.2x.com/thinclientserver/downloadlinks.html
    1. 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.
  2. Install the downloaded 2X ThinClientOS version by going to the “ThinClientOS” node under “System” in the 2X ThinClientServer Management Console sidebar.
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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.
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Screenshot 45: Select new 2X ThinClientOS image
  1. 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.
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Screenshot 46: Checking that thin clients use the latest 2X ThinClientOS