Please, do not read this document if you use ATS Desktop Client on a stand alone PC. 
Also, you do not need to read this paper if you plain to use ATS Desktop with 
Terminal Services ONLY.

YOU MUST FOLLOW IT, if you use ATS Desktop with Terminal Services and Active Directory.

• Uninstall FIRST your current ATS Desktop using the Windows Control Panel.

• Windows 2000/XP/2003: you need Administrator privileges to install this software.

• This current version will work only in Windows 2000, XP and 2003. If you install it on top of 
  Terminal Services,  you must have Windows Terminal Services correctly installed.

• YOU MUST BE ADMINISTRATOR user for the PC where ATS Desktop resides AND 
  you MUST be the Domain Administrator.

• The PC/Server must be Active member of the domain.

• The PC/Server must be able to "see" all objects, members, users accounts from 
  the Forest, Tree, Domain you want to use.

• Your domain is on top of a full Active Directory LDAP compatible.

1) Enter the Windows PC running Terminal Server, connected with Active Directory, as Administrator user

2) Run ATS Desktop Client from the Windows menu "Start"->"Programs "->"ATS Desktop 4" ->ATS Desktop 4



3) You will have the following menu activated.
This will allow you to define the users that will be using the ATS Desktop.

4) When selecting the above option the following screen will display



The above fields-columns contains the following information:

User Account (This field cannot be modified - it is only added by clicking on "Users setup" tab.

FasTrax  Account (This field can be updated and is for reference only - A way to identify the login used in the Linux server and should be equal to the user logged on the the Active Directory).

Dependencies  This field contains the folder location for the specified user - This field is important because it must correspond with the Desktop Folder in the User Setup within FasTrax.

5) Add some users to ATS Desktop Client from Active Directory, by clicking on the "Users setup" tab. You will see this screen.



6) Look the edit box with the "Active Directory settings" caption, here signaled with the arrows and the A and B letters.

A: is the place where you write your domain. For example: mycompany
B: is the place where you write your domain. For example: com. The system assume 'com' without '.' 
or the " ' ".

For this example, we use a dummy domain pabloromero.com. We leave the fields below the 
legend "Global Context (Internet Domain Search) LDAP" and "Port" untouched.


Once you write your Active Directory domain, click the button.

7) you will receive all your domain users on the grid like this



Now, we will explain what this grid is showing: 

The "Selected?" column is for you: clicking here you select the user for installing. 
This is the only column you can edit, with your mouse.

The "Organizational Unit" details all organizational unit of the domain the user belongs to. 
After initial testing, in ATS we find out this point is something to expand. Normally a well organized 
Active Directory Service (ADS) tree has Organizational Units defined, and users inside them. 
In fact, ATS Desktop needs deal with users, not groups. ADS tree shows up groups created by the 
administrator, along with the Active Directory groups (backup, domain administrators...) and that view 
would be confuse. Show the Organization Units is more rational and effective. 
The sintax is "organizational.domain.extension".

The "Account Name" is the real account name assigned to the user on the ADS tree.

The "Installed?" column is to indicate if the user was installed. Managed by ATS Desktop.

The "User in domain" is the ADS account with sintax "user@domain.extension".

The "Real name" column is the "real" and human name for the user account on the ADS tree. 
Normally this is the Name and Last name.

The "Context" is an internal data from Active Directory: this data "certifies" the account.

The "ADS Path" is the ADS user account expressed in LDAP sintax.

8) Once you have all your ADS users list on this grid,  just move your mouse to the grid and just do a 
<Right Click> with your mouse. You will see this contextual menu

The two first options are for the grid viewing. 
You can view the users list sorted by Organization Unit or sorted by the account name.  It is better view the grid by Organizational Unit, so you can install all or some users from the (i.e.) "Fowarders" organizational unit, then all or some users from the "Accounting" (i.e.) organizational unit...you name it. "No sort" is self explanatory.

Move the arrows keys, viewing the users. Select the users you wish to install, by clicking on the 
check box on the "Selected?" column.

 

When you have the users you wish to install, you must <Right click>, choice the "Install selected user(s)" option.

9) The system will install the users you choose. At the status bar below this windows you will be informed about the progression. You will be informed about the sucess or about the problems with this process.
 
At the end, click on the button.

10) We check our installed users clicking on the "Installed users" tab. You must see something like 
this.

Important:

* Try to manage the same users name on FasTrax as in the Active Directory tree.
* Once those users are created, please take some time to write on "FasTrax Account" column 
the user name that those Windows users uses for getting FasTrax access. It will help you for the 
following step.

11) Indicating to the FasTrax users the dependencies from Windows Terminal Server users. 
This is a very important step.

On FasTrax, under the System Administration -> Menu Security Control -> Add/Update/Delete Users
you'll enter the users name you want to update then go to the (A)dd Info screen and update field 3.
 

 
This has to match the exact same as it is defined in the fields Dependencies for that user.
 

 
This can easily be accomplished by highlighting the "Dependencies" column for that user and pressing 
<Enter>, then <Ctrl-C> (copy), then going to FasTrax and doing <Ctrl-V > (Paste). 
 
This must be done for each and every user:  this is how FasTrax knows that where to place the XML's 
and Excel documents for that specified user.