Step 4 - Device Based Collection / Connectivity

Duration: 15 minutes, unless significant connectivity problems are found.

I. Create a Device Based Collection

Perform the steps below before adding additional DVMs or enabling automated deployment. Don’t proceed with your evaluation deployment unless you have verified basic DVM connectivity to a Pano Zero Client.

Pano Controller supports several different forms of DVM Collections to simplify provisioning. In order to run the connectivity test you first need to create a DVM Device Based Collection. This DVM collection associates a specific authorized user(s) to the specified DVM(s) using their Windows Login.

To create a Device Based Collection in Pano Controller, follow the steps below - for more information see help:Create and Manage DVM Collections:

Create a Windows Login collection type - this is a Device Based Collection:
- Log on to the Pano Controller interface
- Click the DVM Collections tab
- Click Add. The Add DVM Collection wizard launches
- Follow the steps below in the wizard:
  - Choose Windows Login as the collection type.
  - Provide a descriptive name for your collection (for example, “Test Kiosk”).
  - Specify the folder that contains the virtual machine you created in the previous step. Make sure that there is only one virtual machine in the folder. (Pano Controller considers any virtual machines contained in the folder to be part of the collection; for now we want only one virtual machine in the collection).
  - Specify information only on the General tab. All other tabs are optional.
Create the assignment between a Pano Zero Client and the DVM:
- Go to the DVMs tab in the Pano Controller UI.
- Select the row for the DVM.
- Click the Assign… button and select the desired Pano Zero Client. The Pano Zero Client will now automatically connect to the specified DVM.

II. Verify Connectivity

The procedures below assume that at least one Pano Zero Client is already installed, and that it is properly connected to your network. If your Pano Zero Clients aren’t connecting to the network, see help:Troubleshoot Network Problems.

The start-up / discovery processes followed by the Pano Zero Clients and Pano Controller are:

When it is turned on or restarted the Pano Zero Client obtains an IP address from the LAN's DHCP server.
In Step 2 we set up the discovery method of Pano Controller to use a Broadcast/Probe on the local subnet. Alternatively, the DHCP server can be configured to provide the Pano Zero Client with the IP address of the Pano Controller appliance - Step 2 also includes instructions on setting up this DHCP discovery method.
The Pano Zero Client contacts Pano Controller and passes its IP address, MAC address and other identifying information.
Pano Controller responds by sending the login screen to the Pano Zero Client and the Pano Button is switched to a steady blue glow.

To verify DVM connectivity, use the initial DVM you created and see help:Verify DVM Connectivity. Once you have verified that you are able to connect to this initial DVM, you can create any other DVMs specified in your Test Plan and Use Cases before proceeding to the next step.

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Step 4 - Device Based Collection / Connectivity