Prerequisites and Checklists for RMS

  • Article

Applies To: Windows Server 2003, Windows Server 2003 R2, Windows Server 2003 with SP1, Windows Server 2003 with SP2

Before you begin installing RMS, review the technology prerequisites for using RMS. Each of the technologies listed are integral to RMS, and a basic understanding of them is important to successfully deploy RMS. Once familiar with the technology prerequisites, use the following checklists to help you create task lists and plans for deploying and administering RMS:

  • Technology Prerequisites

  • RMS Deployment Checklists

  • RMS Administration Checklists

Technology Prerequisites

This documentation collection provides information to help you understand how RMS works, how to plan and carry out a deployment for your organization, and how to administer the system on a day-to-day basis. It assumes that you have knowledge in the following areas:

  • Windows Server 2003 deployment and administration

  • Active Directory deployment and administration

  • Microsoft® Internet Information Services 6.0 (IIS) deployment and administration

  • Microsoft® SQL Server™ 2000 or SQL Server 2005 administration

  • Basic public key infrastructure (PKI) concepts

  • Server networking and security

For more information about these topics, see RMS Resources in RMS: Operations in this documentation collection.

RMS Deployment Checklists

This section provides checklists for the following deployment tasks:

  • Deploying a Single Server Installation

  • Deploying Root Certification and Licensing Clusters

  • Deploying RMS Across Forests

For more information about deploying RMS, see RMS: Deployment in this documentation collection.

Deploying a Single Server Installation

Use the following checklist to deploy a single-server RMS cluster.

Step Reference

Review concepts and planning information.

Preparing for an RMS Deployment in RMS: Deployment.

Review system requirements and verify that all required hardware and software is available.

Infrastructure Prerequisites for RMS in RMS: Planning and Architecture.

Planning the Database Server Infrastructure in RMS: Planning and Architecture.

Set up the infrastructure, including hardware and software prerequisites, administrative accounts, and SMS or Group Policy support, as appropriate.

Preparing for an RMS Deployment in RMS: Deployment.

Install and configure RMS on the server.

Setting Up Certification and Licensing Services on the First Server in RMS: Deployment.

Test the deployment.

Setting Up a Test Environment in RMS: Deployment.

Implement RMS in the production environment.

Defining the Scope of the RMS Implementation in RMS: Deployment.

Deploying Root Certification and Licensing Clusters

Use the following checklist to deploy RMS clusters.

Step Reference

Review concepts and planning information.

Preparing for an RMS Deployment in RMS: Deployment.

Review system requirements and verify that all required hardware and software is available.

Infrastructure Prerequisites for RMS in RMS: Planning and Architecture.

Planning the Database Server Infrastructure in RMS: Planning and Architecture.

Review your deployment plan to understand the topology and components to be installed.

Determining Your RMS Topology in RMS: Planning and Architecture.

Set up the infrastructure, including hardware and software prerequisites, administrative accounts, and SMS or Group Policy support, as appropriate.

Preparing for an RMS Deployment in RMS: Deployment.

Install and configure RMS on the servers that are in the root cluster.

Setting Up Certification and Licensing Services on the First Server in RMS: Deployment.

Adding Servers to Support Certification and Licensing in RMS: Deployment.

Install and configure RMS on the servers that are in the licensing-only clusters.

Setting Up Certification and Licensing Services on the First Server in RMS: Deployment.

Adding Servers to Support Certification and Licensing in RMS: Deployment.

Set up load balancing.

Expanding the Basic Infrastructure in RMS: Deployment.

Test the deployment.

Setting Up a Test Environment in RMS: Deployment.

Implement RMS in the production environment.

Defining the Scope of the RMS Implementation in RMS: Deployment.

Deploying RMS Across Forests

Use the following checklist to deploy root RMS clusters across forests.

Step Reference

Review concepts and planning information.

Preparing for an RMS Deployment in RMS: Deployment.

Configure the required permissions based on your trust model.

Deploying RMS Across Forests in RMS: Deployment.

Set the appropriate Active Directory attributes for your forests.

Deploying RMS Across Forests in RMS: Deployment.

RMS Administration Checklists

This section provides checklists for the following administration tasks:

  • Implementing a Rights Policy Template

  • Deploying a New RMS Client

  • Adding a Trusted User Domain

  • Adding a Trusted Publishing Domain

For more information about managing RMS, see RMS: Operations in this documentation collection.

Implementing a Rights Policy Template

Use the following checklist to implement a rights policy template.

Step Reference

Review pertinent concepts.

Rights Policy Templates in RMS: Technical Reference.

Specify the rights policy template location.

To Specify the Location of Rights Policy Templates in RMS: Operations.

Create the rights policy template.

Creating and Modifying Rights Policy Templates in RMS: Operations.

To Add a Rights Policy Template in RMS: Operations.

Distribute the rights policy template.

Distributing Rights Policy Templates in RMS: Operations.

Deploying a New RMS Client

Use the following checklist to deploy a new version of the RMS client.

Step Reference

Review pertinent concepts.

Distributing the RMS Client in RMS: Deployment.

Excluding Lockbox Versions in RMS: Operations.

To force all clients to upgrade to the most recent client version, exclude the outdated lockbox version.

To Exclude Lockbox Versions in RMS: Operations.

Important

The RMS client is built into the Windows Vista® operating system; therefore a separate download is no longer required.

Adding a Trusted User Domain

Use the following checklist to add a trusted user domain.

Step Reference

Review pertinent concepts.

Trusted User Domains in RMS: Technical Reference.

Adding and Removing Trusted User Domains in RMS: Operations.

Obtain the server licensor certificate of the user domain that you want to add. (The administrator of the installation to trust must provide this.) Then add the user domain to your installation.

To Add a Trusted User Domain in RMS: Operations.

Adding a Trusted Publishing Domain

Use the following checklist to add a trusted publishing domain.

Step Reference

Review pertinent concepts.

Trusted Publishing Domains in RMS: Technical Reference.

Adding and Removing Trusted Publishing Domains in RMS: Operationss.

Obtain the encrypted server licensor certificate and private key of the publishing domain that you want to add, and then add the publishing domain to your installation.

To Add a Trusted Publishing Domain in RMS: Operations.

See Also

Concepts

RMS: Planning and Architecture
RMS: Deployment
RMS: Operations
RMS: Technical Reference