NOVEMBER/DECEMBER 2007

via David Borg, Board Member

Do it yourself guide to system maintenance and disaster preparation

I’m a firm believer in FREE software. I have found many utilities and programs which can do most of the work in network discovery and maintenance. I will list these programs as needed and describe how they can be used in any environment.

The first step in maintaining a computer network is to document each part of the system (discovery phase). There are many pieces of information that can be obtained from the equipment either directly or through the use of some simple tools. This information should be recorded in a spread sheet and encrypted. Standard encryption using Excel’s password feature is not sufficient if this data is placed on a portable medium such as a USB key. There are free encryption programs as well!

Next you should determine what needs to be done by the internal staff and what needs to be outsourced (Planning a Schedule). Simple tasks, like checking that virus definitions are updated on all PC’s, should be done internally. Difficult tasks, like updating the firmware (initial boot code) should be outsourced unless you have a strong internal technical staff.

I typically recommend a 4 to 6 week maintenance schedule. However, you should apply security patches as they become available. Some clients turn on windows automatic updating on their computers to have these security patches installed as they become available. Automatic updating should not be turned on for servers or stations that do additional processing after hours such as backup or day end routines. There are other security patches for various packages such as Adobe Acrobat and more vendors are offering automatic notification and updating similar to the Microsoft updates. These should not be overlooked. As programs like Acrobat reader become a standard on each machine, security issues inside these applications becomes a greater threat.

Performing the actual maintenance is best completed after hours or on the weekend. Since each station can take from fifteen minutes to over an hour it is best to run them concurrently. It is difficult to disturb 5 or more people at once during a work day to do this process. Working with clients, I have found that lunch hours also are not practical.
Complete maintenance should be recorded on a station by station basis. Working with several machines at once, each possibly running different tasks necessitates the need for a check off chart. Problems can be listed on this sheet and presented to the outsourced support for correction.

I will begin summarizing the wish list of documentation. The first few items are not necessary to maintain your networks performance but will be helpful in any fail or disruption you encounter. Disaster recovery is an additional layer on top of normal maintenance and should periodically be reviewed whenever a piece of equipment is retired or purchased. Maintaining good network documentation is an important step in disaster preparation and should be considered a normal maintenance function.

Discovery & Documentation:
It is best to document everything. If your system fails, the first question would probably be – Do you have a network diagram? Although a pictorial is nice, having all the required data in a spreadsheet can be a life saver. I will list the data that I like to collect and briefly describe why.

. Web site

This is not necessary for maintenance but is very useful in disaster recovery. Some clients host web sites, ftp sites, email and intranets on external servers. I like to collect the name of all domains owned by the client, the hosting providers, the sign on name and password for the primary domain records. If company email is hosted externally, record the primary account and password capable of adding and removing users as well as changing passwords. If the company maintains their own web site, list the upload location, name and password. If the site is maintained by a third party, list their contact information.


. External connections
Although this is also not needed for maintenance, this is important to know if connectivity issues arise. Typically I list all connections and the assigned information with each connection. As an example, you could have a DSL connection, a Cable modem, a T1 line, a satellite line or a dial up connection. Many of my clients have more than one connection such as two cable modems or a cable modem and a T1 line. I like to have information such as supplier, phone number, support contact person, account number, primary name on account, primary phone number on account and of course the technical details such as Static or Dynamic, Useable IP’s, Mask, Gateway and DNS servers.

When a client cannot connect to the internet or a remote user cannot connect to a PC, the problem may require installing a new router. Without the technical information above this becomes a very time consuming process. Most DSL and T1 suppliers support and replace their own routers. Even when there is a support company maintaining the connection, the above information is a diagnostic tool to help determine if the problem can be solved without placing a support call.

. Routers
There can be many routers depending on a company’s external connections as well as any T1 links between offices. These routers many or may not be accessible by the technical staff. As discussed above, routers supplied by another company are usually locked down and users do not have access to the management interface.

On routers added by the internal staff or outside support staff, administrative access should be available. A typical router added to a cable modem might be a Netgear, Linksys or DLink router. These routers, like all routers, have a management interface. They may be still set to the default name and password, with is also a security risk.

I like to document all names and passwords along with how to access this management interface. Usually just pointing an internet browser at the correct address will bring up this interface. In addition, documentation of all modified pages in the router is necessary to allow a swift replacement. Documentation will consist of all addresses (IP setup), open ports (for remote access), VPN’s (Virtual Private Networks), DMZ (fully exposed computer to the internet), allowed or blocked addresses (internal or external), wireless settings (Secure or insecure) if any and the like.

Router documentation is best completed by a qualified support person. It is important to have this information especially if remote users or home users are connecting to your network. Routers do fail and you may be able to get your internet surfing up without documentation, but remote users and remote services will not function without the proper ports open.

. Switches
Switches vary greatly and many switches do not have to be documented. There is the possibility that a switch has a management interface. This allows configuration of such items as port priority & speed. Documentation of a smart switch is not usually critical to a disaster recovery.

. Remote Users
Documentation of remote users is important if the server or workstation hosting the user fails. There are many ways to connect remote users and each way may have several different scenarios. As an example, an SBS (Small Business Systems) server has a built in menu driven web base remote desktop connection manager. This is not true with Server standard edition.

Connecting to your office can be a simple as a paid program like ‘GoToMyPC’. Other common methods are PC Anywhere, VNC (Virtual Network Client) and remote desktop. Although ‘GoToMyPC’ requires no router configuration, it is a costly solution when free alternatives exist. It has become popular, despite its cost; due to the fact the no technical knowledge is necessary to implement this remote solution.

The most common free method is remote desktop. With an SBS server, it is fairly easily to reconstruct the ports after a router or server fails. This is usually not true when remote desktop is used on PCs attached to Server Standard edition. This is because remote desktop on Server standard along with all PCs use the same port to talk. Since most companies have more than one remote user and Server Standard has no traffic director like the SBS server, this requires a manual modification of the port number on every PC being used remotely. This port change made to the PCs or Server must also be reflected in a change to the router (firewall). This change, if undocumented, can cause a delay for the remote users when recovering from a failure.

Secure VPN’s (Virtual Private Networks) allow a single PC or multiple users (office to office) to connect to server resources. This link can be from the router to router, router to server, PC to server or PC to router. This documentation is more difficult and hence much longer to recreate in a disaster.

. Servers
Many clients believe having a tape backup which is periodically taken offsite is sufficient to protect their company. This is only true if the original server can be used to restore the tape. If the original server is not available, then the mirror configuration on the tape cannot be loaded. This is due to the tape backup containing specific software information on how to drive the hardware. If that hardware is different, then only the data can be restored, not the operating system.

If you load a new server with data from a tape, it will be missing critical items like user names, passwords, email address, distribution lists and access levels. Although this may not be too difficult to recreate, it is more difficult to know exactly which folders were shared and what the share names were. In addition, shared printers and their addresses would need to be manually created. Lastly, software loaded on the server will not be recovered from the tape - just data. This can be as simple as missing battery backup software or as complex as the custom configuration of an exchange server.

In the maintenance schedule, user names and passwords will be listed, but the remaining server information should be recorded for a disaster recovery of your server.

. Printers
Every printer connected to the network is either accessed by all stations directly or is installed on the server and shared. Sometimes, a locally installed printer on a desktop can be shared as well. Information about this printer can be as simple as an IP address, Mask and Gateway, or can be multiple screens. Units that print, scan, copy and possibly fax like Sharp, Kyrocia, Cannon and Hp usually have a web interface. This allows entry of information such as users, email addresses, fax numbers, scan destination, server authorizations and many more parameters. This information can take several hours to recreate if not documented.



Biography

Silicon Valley Products was founded by Paul Norris. He began in 1985 with the help of Digital Microsystems. As the eastern region technical support person for the original CPM based local area networks, he was offered a contract to support clients in the US while the company moved overseas. This gave him the opportunity and financial backing to look for and find a market niche.

In 1986, the Department of Motor Vehicles moved from a call in system to a computer dial up base. Paul Norris was the only person to create an automated batch file program for the PC to retrieve MVR abstracts. This began his introduction to the Long Island insurance agents.

Local Area Networks in today’s market may be as small as a shared workstation or grow to multiple servers such as an Email sever, Fax server, Browser server, Image server, Internet / Intranet server and Data base servers to name a few. Over the years, He specialized in installation and support of these insurance based networks. Like any industry, there are major players and he became familiar with many. He supports Sagitta, Applied, Prime, AFW and Doris with the primary focus on keeping the clients local area networks running smoothly.

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