McAfee Enterprise Mobility Management 12.0 Software

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1 Installation Guide McAfee Enterprise Mobility Management 12.0 Software For use with epolicy Orchestrator Software

2 COPYRIGHT Copyright 2014 McAfee, Inc. Do not copy without permission. TRADEMARK ATTRIBUTIONS McAfee, the McAfee logo, McAfee Active Protection, McAfee DeepSAFE, epolicy Orchestrator, McAfee epo, McAfee EMM, Foundscore, Foundstone, Policy Lab, McAfee QuickClean, Safe Eyes, McAfee SECURE, SecureOS, McAfee Shredder, SiteAdvisor, McAfee Stinger, McAfee Total Protection, TrustedSource, VirusScan, WaveSecure are trademarks or registered trademarks of McAfee, Inc. or its subsidiaries in the United States and other countries. Other names and brands may be claimed as the property of others. Product and feature names and descriptions are subject to change without notice. Please visit mcafee.com for the most current products and features. LICENSE INFORMATION License Agreement NOTICE TO ALL USERS: CAREFULLY READ THE APPROPRIATE LEGAL AGREEMENT CORRESPONDING TO THE LICENSE YOU PURCHASED, WHICH SETS FORTH THE GENERAL TERMS AND CONDITIONS FOR THE USE OF THE LICENSED SOFTWARE. IF YOU DO NOT KNOW WHICH TYPE OF LICENSE YOU HAVE ACQUIRED, PLEASE CONSULT THE SALES AND OTHER RELATED LICENSE GRANT OR PURCHASE ORDER DOCUMENTS THAT ACCOMPANY YOUR SOFTWARE PACKAGING OR THAT YOU HAVE RECEIVED SEPARATELY AS PART OF THE PURCHASE (AS A BOOKLET, A FILE ON THE PRODUCT CD, OR A FILE AVAILABLE ON THE WEBSITE FROM WHICH YOU DOWNLOADED THE SOFTWARE PACKAGE). IF YOU DO NOT AGREE TO ALL OF THE TERMS SET FORTH IN THE AGREEMENT, DO NOT INSTALL THE SOFTWARE. IF APPLICABLE, YOU MAY RETURN THE PRODUCT TO MCAFEE OR THE PLACE OF PURCHASE FOR A FULL REFUND. 2 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

3 Contents Preface 5 About this guide Audience Conventions Find product documentation Planning your installation 7 McAfee EMM components Server components Client components Configuration overview High Availability configuration (multiple servers) Enhanced security configuration (dual servers) Basic security configuration (single server) Installation requirements System requirements Certificate requirements Network requirements Installing in enhanced or basic security configurations 17 Install the McAfee EMM extension bundle in epolicy Orchestrator Run the Deployment Helper Install McAfee EMM server components Add McAfee EMM as a registered server in epolicy Orchestrator Upgrading in enhanced or basic security configurations 21 Upgrade the McAfee EMM epolicy Orchestrator extension bundle Upgrade McAfee EMM server components Upgrade McAfee EMM server components in enhanced security configurations Upgrade McAfee EMM server components in basic security configurations Installing or upgrading in High Availability configurations 23 Install McAfee EMM in High Availability environments Upgrade McAfee EMM in High Availability environments A Settings for components 25 Database settings LDAP server settings Hub server settings Portal certificate settings MDM certificate settings Communication settings ActiveSync server settings GCM settings DMZ settings McAfee Enterprise Mobility Management 12.0 Software Installation Guide 3

4 Contents Index 31 4 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

5 Preface This guide provides the information you need to work with your McAfee product. Contents About this guide Find product documentation About this guide This information describes the guide's target audience, the typographical conventions and icons used in this guide, and how the guide is organized. Audience McAfee documentation is carefully researched and written for the target audience. The information in this guide is intended primarily for: Administrators People who implement and enforce the company's security program. Conventions This guide uses these typographical conventions and icons. Book title, term, emphasis Bold User input, code, message Interface text Hypertext blue Title of a book, chapter, or topic; a new term; emphasis. Text that is strongly emphasized. Commands and other text that the user types; a code sample; a displayed message. Words from the product interface like options, menus, buttons, and dialog boxes. A link to a topic or to an external website. Note: Additional information, like an alternate method of accessing an option. Tip: Suggestions and recommendations. Important/Caution: Valuable advice to protect your computer system, software installation, network, business, or data. Warning: Critical advice to prevent bodily harm when using a hardware product. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 5

6 Preface Find product documentation Find product documentation After a product is released, information about the product is entered into the McAfee online Knowledge Center. Task 1 Go to the McAfee ServicePortal at and click Knowledge Center. 2 Enter a product name, select a version, then click Search to display a list of documents. 6 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

7 1 Planning your installation Before installing McAfee Enterprise Mobility Management (McAfee EMM ) for McAfee epolicy Orchestrator, learn about the software components, decide on a configuration model, and verify that your system meets minimum requirements. Contents McAfee EMM components Configuration overview Installation requirements McAfee EMM components The McAfee EMM system includes server-side and client-side components that are managed through epolicy Orchestrator. McAfee EMM 12.0 can be used with epolicy Orchestrator The McAfee EMM extension bundle for epolicy Orchestrator includes these extensions: McAfee Enterprise Mobility Management Provides the core McAfee EMM functionality. McAfee Mobile epo Allows epolicy Orchestrator to communicate with mobile devices. PKI Enables secure, certificate-based authentication for VPN or Wi-Fi connections on ios devices. Help Provides context-sensitive help for McAfee EMM interface pages, and provides on-screen access to the product guide. Server components These components are installed on enterprise servers to administer McAfee EMM. McAfee EMM server component Hub Portal Description Manages communication between McAfee EMM components and with epolicy Orchestrator. The Hub allows secure communication across the firewall (between the DMZ and the internal network) and eliminates the need to open custom firewall ports. SSL communication is established between the components. The Hub is paired with the McAfee EMM database, which stores all data required for McAfee EMM to function. Allows device users to initiate wipe requests in the event their device is lost or stolen. Users access the Portal from a browser on a PC or mobile device. We recommend installing the Portal in the DMZ. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 7

8 1 Planning your installation Configuration overview McAfee EMM server component Proxy Push Notifier Description Proxies ActiveSync traffic to the servers. This IIS (Internet Information Services) application controls access to enterprise resources on the DMZ server. We recommend installing the Proxy in the DMZ. Sends push notifications to mobile devices. The Push Notifier is a required component that communicates with Apple and Google push notification services. We recommend installing the Push Notifier in the DMZ. Client components These components are installed on mobile devices that are registered on the enterprise network. They help configure the device and communicate with the McAfee EMM server. McAfee EMM client component McAfee EMM ios app McAfee EMM Android app McAfee Secure Container app (Android devices) Description Free app that enforces security policies, notifies users of compliance issues, and configures corporate , contacts, and calendars using the device's native apps. Free app that enforces security policies, notifies users of compliance issues, and optionally pairs with McAfee Secure Container to manage corporate , contacts, and calendars. Free app that encrypts and passcode-secures enterprise , contacts, and calendars. Configuration overview Your McAfee EMM configuration depends on the unique needs of your environment. There are three basic configurations for the McAfee EMM server components. Configuration High Availability (multiple servers) Enhanced security (dual servers) Basic security (single server) Recommended for Organizations where is critical to business operations Most organizations Smaller organizations without complex security requirements Regardless of the configuration you use, follow these guidelines for setup of the McAfee EMM Hub. The McAfee EMM Hub can be registered to only one epolicy Orchestrator server. The McAfee EMM Hub and epolicy Orchestrator should be hosted on separate servers for optimum performance. The McAfee EMM Hub automatically connects to epolicy Orchestrator Agent Handlers. Agent Handler assignment rules aren't configurable for McAfee EMM. High Availability configuration (multiple servers) The High Availability (HA) configuration is appropriate for organizations where is critical to business operations. HA configuration installs McAfee EMM on multiple servers. The McAfee EMM Portal, Proxy, and Push Notifier are installed on multiple Internet-facing IIS servers in the DMZ. The McAfee EMM Hub is installed on one or more servers in the internal subnet. 8 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

9 Planning your installation Configuration overview 1 Additional HA configuration requirements include SQL Server clustering as well as two load balancers: Proxy load balancer Located in front of proxies and behind the external network firewall. Hub load balancer Located in front of the McAfee EMM Hubs and behind the internal network firewall. For details about configuring load balancers, see KB We recommend using multiple epolicy Orchestrator Agent Handlers to ensure continual communication between the McAfee EMM internal server and the epolicy Orchestrator server. Figure 1-1 Typical High Availability configuration McAfee Enterprise Mobility Management 12.0 Software Installation Guide 9

10 1 Planning your installation Configuration overview Enhanced security configuration (dual servers) The enhanced security configuration is recommended for most McAfee EMM installations. This configuration provides maximum security and verifies web traffic before it enters your private network. The enhanced security configuration installs McAfee EMM on two servers. The McAfee EMM Portal, Proxy, and Push Notifier are installed on an Internet-facing IIS server in the DMZ. The McAfee EMM Hub is installed in the internal subnet. Figure 1-2 Typical enhanced security configuration Basic security configuration (single server) The basic security configuration is appropriate for smaller organizations without complex security requirements, or for trial installations. The basic security configuration installs all McAfee EMM server components on a single server located in the internal subnet. Figure 1-3 Typical basic security configuration 10 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

11 Planning your installation Installation requirements 1 Installation requirements McAfee EMM has specific system, certificate, and network requirements for installation and operation. For details about supported mobile device operating systems, see KB System requirements Before installing McAfee EMM, verify that your system meets these minimum operating requirements. These requirements apply to the McAfee EMM server components. For details about epolicy Orchestrator requirements, see the epolicy Orchestrator documentation. To simplify installation and maintenance, we recommend creating a McAfee EMM service account. The account must be a local administrator account that has permission to create a database on the SQL Server. For details about SQL database permissions, see KB If you use Windows Authentication for database connectivity, we recommend using a domain account for installation. Component Requirement Software epolicy Orchestrator Hardware (physical or virtual) 4 GB RAM Dual Core CPU Operating system Windows Server bit with Service Pack 2 or later (Standard or Enterprise Edition) Windows Server 2008 R2 64-bit with Service Pack 1 or later (Standard or Enterprise Edition) Windows Server bit (Standard Edition) Windows Server 2012 R2 64-bit (Standard Edition) If the McAfee EMM server components are installed on a Windows Server 2012, you might need to manually resolve discrepancies with the certificate storage location to avoid a connection error when registering the McAfee EMM server. See KB81110 for details. SQL Server bit with the latest Service Pack (Enterprise Edition) 2008 R2 32- and 64-bit with the latest Service Pack (Enterprise, Standard, or Workgroup Edition) bit with the latest Service Pack (Enterprise Edition) Configuration and limitations: Database collation must be configured to the U.S. English default: SQL_Latin1_General_Cp1_CI_AS. SQL Express R2 is appropriate only for trial installations, with a single, on-premise server used in non-production environments. Mail server Exchange 2007, 2010, or 2013 Domino or 9.0 Other mail servers might work, but aren't tested for use with Exchange ActiveSync. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 11

12 1 Planning your installation Installation requirements Component CA server (PKI environments) Requirement Windows Server 2008 R2 64-bit with Service Pack 1 or later (Standard or Enterprise Edition), with Simple Certificate Enrollment Protocol (SCEP) enabled Server must be configured to use the Client Authentication certificate template. Internet browsers Internet Explorer 10.0 or later Firefox 10.0 or later Chrome 17 or later To access certain McAfee EMM features, Microsoft Silverlight 3.0 or later must be installed on the browser and pop-ups must be allowed for your epolicy Orchestrator site. Supported languages McAfee EMM software runs on any supported operating system regardless of the configured locale. The McAfee EMM interface has been translated into the languages shown here. Language support varies by epolicy Orchestrator version. When the software is installed on an operating system using a language that is not on this list, the interface defaults to English. epolicy Orchestrator epolicy Orchestrator 5.0 and later Chinese (Simplified) Chinese (Simplified) Japanese Chinese (Traditional) Chinese (Traditional) Korean English Danish Norwegian French Dutch Portuguese (Brazilian) German English Portuguese (Iberian) Japanese Finnish Russian Korean French Spanish Russian German Swedish Spanish Italian Turkish Certificate requirements Before installing McAfee EMM, understand and verify these credentials. The McAfee EMM Deployment Helper walks you through obtaining portal and Mobile Device Management (MDM) certificates. Retain a copy of your portal and MDM certificates and passwords in a secure location in case you need to restore them later. 12 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

13 Planning your installation Installation requirements 1 Credential Used for Used by Expiration Notes Portal certificate Mobile device verification and secure communication between the McAfee EMM server and client components. McAfee EMM Portal McAfee EMM Proxy Windows IIS Varies. Obtain updates from your certificate authority. Must be a public certificate (not self-signed) obtained from a recognized certificate authority like Verisign or Go Daddy. Without a trusted certificate, users can't configure devices. Must match the address (A) record defined in the Domain Name System (DNS) unless a wildcard (*) certificate is used. MDM certificate Communication with Apple Push Notification services for device management. McAfee EMM Push Notifier Annually. Obtain updates from Apple. See KB73382 for details about generating or renewing MDM certificates. Update MDM certificates before they expire to avoid reconfiguring all ios devices on your network. ios Agent Push Notification certificate Communication with Apple Push Notification services for user notifications. McAfee EMM Push Notifier Annually. Obtain updates by visiting the McAfee Downloads site and entering a valid McAfee EMM grant number. Installed automatically with McAfee EMM. Google Cloud Messaging (GCM) account credentials Communication with Google Push Notification services. McAfee EMM Push Notifier Does not expire unless you generate a new token using the same Sender ID. See KB77397 for details about generating GCM credentials. Network requirements Before installing McAfee EMM, verify that your network meets these requirements. Publically registered domain You have a valid, externally facing URL to access the McAfee EMM Portal and Proxy. Router and firewall access rules Configuration High Availability configuration (multiple servers) Allow traffic on this port From 443 Internet McAfee EMM DMZ server 443 McAfee EMM DMZ server To servers providing ActiveSync Services (Microsoft Exchange or IBM Notes Traveler) McAfee Enterprise Mobility Management 12.0 Software Installation Guide 13

14 1 Planning your installation Installation requirements Configuration Enhanced security configuration (dual servers) Allow traffic on this port From 443 McAfee EMM DMZ server 389 McAfee EMM internal server 88 McAfee EMM internal server To McAfee EMM internal server LDAP server LDAP server Communication on this port is required only for Active Directory with Kerberos authentication. Basic security configuration (single server) 1433 (or dynamic SQL port) McAfee EMM internal server 25 McAfee EMM internal server SQL Server where the McAfee EMM database is installed SMTP server 443 Internet McAfee EMM server 443 McAfee EMM server 389 McAfee EMM server 88 McAfee EMM internal server 1433 (or dynamic SQL port) McAfee EMM server 25 McAfee EMM internal server ios devices 2195 McAfee EMM server (DMZ in enhanced security mode) 2196 McAfee EMM server (DMZ in enhanced security mode) 5223 Devices connected to Wi-Fi servers providing ActiveSync or Notes Traveler LDAP server LDAP server SQL Server where the McAfee EMM database is installed SMTP server Apple Push Notification service at gateway.push.apple.com Apple Push Notification service at feedback.push.apple.com Apple Push Notification service For specific port and configuration details for ios devices in a business environment, see the Apple guide to iphone and ipad in Business. Android devices 443 McAfee EMM server (DMZ in enhanced security mode) Google Cloud Messaging service at android.googleapis.com 14 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

15 Planning your installation Installation requirements 1 Configuration Allow traffic on this port From 5228 Devices connected to Wi-Fi 443 (to enable App Protection) Devices connected to Wi-Fi To Google Cloud Messaging service McAfee Global Threat Intelligence server at appcloud.mcafee.com/aa For outbound connections to Apple and Google push services, don't set IP-specific firewall restrictions because the IP addresses are subject to change. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 15

16 1 Planning your installation Installation requirements 16 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

17 2 Installing 2 in enhanced or basic security configurations To install McAfee EMM in enhanced or basic security configurations, complete these tasks in order. Contents Install the McAfee EMM extension bundle in epolicy Orchestrator Run the Deployment Helper Install McAfee EMM server components Add McAfee EMM as a registered server in epolicy Orchestrator Install the McAfee EMM extension bundle in epolicy Orchestrator Install the McAfee EMM extension bundle before installing the McAfee EMM server components so that you can prepare policies for quick deployment. This method manually installs the McAfee EMM extension bundle from a local copy. For details about other methods of checking in product packages, including using the Software Manager, see the epolicy Orchestrator documentation. The McAfee EMM extension bundle might be automatically installed by the Automatic Product Configuration process during epolicy Orchestrator 5.1 configuration. Task For option definitions, click? in the interface. 1 Download and save the McAfee EMM extension bundle in an accessible location. Don't unzip the file. 2 On the epolicy Orchestrator console, select Menu Software Extensions, then click Install Extension. 3 Browse to and select the McAfee EMM extension bundle, then click OK. 4 Review and accept the product details and license agreement, then click OK. Run the Deployment Helper The Deployment Helper verifies the McAfee EMM installation requirements and prepares your environment for installation. The Deployment Helper is available on the McAfee Downloads site. The utility guides you through installation preparations based on your configuration. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 17

18 2 Installing in enhanced or basic security configurations Install McAfee EMM server components Enhanced security configuration The Deployment Helper validates settings for the Hub on the internal server, and for the Portal, Push Notifier, and Proxy on the DMZ server. Basic security configuration The Deployment Helper validates settings for the Hub, Portal, Push Notifier, and Proxy on one server. For enhanced security configurations, complete this task on your internal server first, then repeat it on your DMZ server. Task 1 Install the Deployment Helper. a Log on to a Windows server. b c Locate and double-click the installer file DeploymentHelperInstall.msi. Review and accept the terms of the license agreement, then click Install. 2 Select Start All Programs McAfee EMM EMM Deployment Helper. 3 Review the instructions, then click Next. 4 Select the installation appropriate to your configuration and server type: Dual Server (Internal) Internal server in enhanced security configurations Dual Server (External) External server in enhanced security configurations Single Server Basic security configurations 5 Review your installation configuration, then click Next. 6 Complete the component settings screens. Settings for components provides option definitions for all component settings screens. 7 Review the information on the Confirm Installation Settings screen, then click Run Scan. When the scan is complete, results are shown. If any tasks are marked failed, review the information, then click Launch KB Assistance for help resolving any issues. See also Database settings on page 25 LDAP server settings on page 26 Hub server settings on page 26 Portal certificate settings on page 27 MDM certificate settings on page 28 ActiveSync server settings on page 29 GCM settings on page 29 Install McAfee EMM server components The server installation process depends on your planned configuration. Before you begin Run the Deployment Helper. See Run the Deployment Helper. 18 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

19 Installing in enhanced or basic security configurations Add McAfee EMM as a registered server in epolicy Orchestrator 2 Enhanced security configuration Use enhanced security installation for maximum security. This configuration installs the server components on dual servers. Basic security configuration Use a basic security installation if your organization doesn't have complex security requirements. This configuration installs the server components on a single server. For enhanced security configurations, complete this task on your internal server first, then repeat it on your DMZ server. Task 1 Log on to the server with the McAfee EMM service account. 2 Locate and right-click the installer file Setup.exe, then select Run as Administrator. Click Continue if prompted to install Windows installer or.net version. Click Yes if prompted to restart the server. The installer continues automatically after restarting. 3 Review and accept the terms of the license agreement, then click Next. 4 Select the installation appropriate to your configuration and server type: Dual Server (Internal) Internal server in enhanced security configurations Dual Server (External) External server in enhanced security configurations Single Server Basic security configurations 5 Complete the component settings screens. Settings for components provides option definitions for all component settings screens. 6 Review the information on the Summary screen, then click Install. When installation is complete, click Finish. See also Run the Deployment Helper on page 17 Database settings on page 25 LDAP server settings on page 26 Communication settings on page 28 DMZ settings on page 29 Add McAfee EMM as a registered server in epolicy Orchestrator Configure access to the McAfee EMM server by adding it as a registered server. Before you begin Install or configure the McAfee EMM extension bundle. Task For option definitions, click? in the interface. 1 On the epolicy Orchestrator console, select Menu Configuration Registered Servers, then click New Server. 2 From the Server type drop-down list, select EMM Hub, enter a unique name for the server, then click Next. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 19

20 2 Installing in enhanced or basic security configurations Add McAfee EMM as a registered server in epolicy Orchestrator 3 Provide details about the connection to your McAfee EMM server, click Establish Connection to test your configuration, then click Save. For a first-time installation, the default logon credentials are: User name admin Password TDadmin* To secure the connection between the McAfee EMM Hub and the epolicy Orchestrator server, change the default credentials after adding the registered server. See the McAfee EMM Product Guide for details. 20 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

21 3 Upgrading 3 in enhanced or basic security configurations You can upgrade to McAfee EMM 12.0 from version No direct upgrade path is available for earlier versions. Verify system requirements before upgrading because requirements change from version to version. To upgrade from version 11.0, complete these tasks in order. Contents Upgrade the McAfee EMM epolicy Orchestrator extension bundle Upgrade McAfee EMM server components Upgrade the McAfee EMM epolicy Orchestrator extension bundle Upgrading the McAfee EMM extension bundle preserves existing policies and settings. New options added in this version are inactive by default. To upgrade the McAfee EMM extension bundle, install the updated extension bundle in epolicy Orchestrator. You don't have to uninstall the existing product extension bundle first, but the McAfee EMM 11.0 Help must be manually removed before upgrade. This method manually installs the McAfee EMM extension bundle from a local copy. For details about other methods of checking in product packages, including using the Software Manager, see the epolicy Orchestrator documentation. Task For option definitions, click? in the interface. 1 Manually remove the McAfee EMM 11.0 Help extension. a In the epolicy Orchestrator console, select Menu Software Extensions. b c From the Extensions list, select Help Content. Select the McAfee EMM Help extension (emm_help), click Remove, then click OK to confirm. 2 Download and save the McAfee EMM extension bundle in an accessible location. Don't unzip the file. 3 On the epolicy Orchestrator console, select Menu Software Extensions, then click Install Extension. 4 Browse to and select the McAfee EMM extension bundle, then click OK. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 21

22 3 Upgrading in enhanced or basic security configurations Upgrade McAfee EMM server components 5 Review and accept the product details and license agreement, then click OK. 6 Clear the web browser cache. Upgrade McAfee EMM server components Upgrading version 11.0 server components preserves your existing McAfee EMM installation, including database and authorization directories. The upgrade process differs based on your configuration. Before you begin Back up your existing McAfee EMM installation. See the McAfee EMM Product Guide for details. If you assigned packages to individual users in previous versions of McAfee EMM, manually reassign these packages to groups. You can no longer assign packages on a per-user basis. Tasks Upgrade McAfee EMM server components in enhanced security configurations on page 22 In enhanced security configurations, the McAfee EMM servers must be upgraded in a specific order. Upgrade McAfee EMM server components in basic security configurations on page 22 In basic security configurations, upgrade all McAfee EMM server components simultaneously. Upgrade McAfee EMM server components in enhanced security configurations In enhanced security configurations, the McAfee EMM servers must be upgraded in a specific order. Task Follow the instructions in KB Upgrade McAfee EMM server components in basic security configurations In basic security configurations, upgrade all McAfee EMM server components simultaneously. Task 1 Log on to the server with the McAfee EMM service account. 2 Locate and right-click the installer file Setup.exe, then select Run as Administrator. Click Yes if prompted to restart the server. The installer continues automatically after restarting. 3 Review and accept the terms of the license agreement, then click Next. Select Use Configuration from Previous Installations if you want to keep settings from a previous upgrade. If you're reusing an existing McAfee EMM database for upgrade, settings from the previous installation are preserved by default, regardless of any changes you make in the installer. 4 Click Upgrade. 5 Review the information on the Summary screen, then click Upgrade. When installation is complete, click Finish. 22 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

23 4 Installing or upgrading in High Availability configurations HA environments require modified installation and upgrade to ensure continuous access. Contents Install McAfee EMM in High Availability environments Upgrade McAfee EMM in High Availability environments Install McAfee EMM in High Availability environments In HA environments, install the McAfee EMM Proxy and Hub on multiple servers to ensure continual access. Plan your installation using hardware redundancy options like Network load balancing (NLB), multiple epolicy Orchestrator Agent Handlers, SQL Server replication, or clustering options built into the operating system and applications. For details about installing McAfee EMM in HA environments, see KB Task 1 Install the McAfee EMM extension bundle in epolicy Orchestrator. See Install the McAfee EMM extension bundle in epolicy Orchestrator. 2 Use the Dual Server (Internal) option in the McAfee EMM installer to install the first Hub and database on a single server. 3 Stop IIS on any additional internal servers where you plan to install the McAfee EMM Hub and database. 4 Add McAfee EMM as a registered server in epolicy Orchestrator with the virtual IP address of the Hub load balancer. See Add McAfee EMM as a registered server in epolicy Orchestrator. 5 Export an encryption key from epolicy Orchestrator. a Select Menu Configuration Server Settings Enterprise Mobility Management. b c In the General Settings section, in the Encryption Key row, click Export. Enter a Key password, then click OK. 6 Use the Custom Installation option in the McAfee EMM installer, along with the encryption key, to install the Hub and database on more internal servers. Restart IIS on each server after installation. Install both the McAfee EMM Hub and database on each server. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 23

24 4 Installing or upgrading in High Availability configurations Upgrade McAfee EMM in High Availability environments 7 Use the Dual Server (External) option in the McAfee EMM installer to install the Proxy, Portal, and Push Notifier on the DMZ servers. 8 Pair systems using load balancing appropriate for your setup. See also Install the McAfee EMM extension bundle in epolicy Orchestrator on page 17 Add McAfee EMM as a registered server in epolicy Orchestrator on page 19 Upgrade McAfee EMM in High Availability environments In HA environments, the McAfee EMM servers must be upgraded in a specific order. Task Follow the instructions in KB McAfee Enterprise Mobility Management 12.0 Software Installation Guide

25 A Settings for components Use these tables to configure settings for the Deployment Helper and McAfee EMM server components. If you use the installer to upgrade components while reusing an existing database, the new component is installed with existing settings, regardless of any changes you make in the installer. This functionality prevents accidentally overriding McAfee EMM database settings that affect your network. If you upgrade an individual component and create a new database, you can reuse old settings, or change them as needed. Contents Database settings LDAP server settings Hub server settings Portal certificate settings MDM certificate settings Communication settings ActiveSync server settings GCM settings DMZ settings Database settings These settings in the Deployment Helper and installer identify the SQL Server that hosts the McAfee EMM database. Option Use SQL Express (Deployment Helper only) Definition Installs SQL Express on the local system and create the McAfee EMM database. SQL Express is appropriate only for trial installations, with a single, on-premise server used in non-production environments. Server name Authentication Username or Login Password Database Host name or IP address of the SQL Server where you want to install the McAfee EMM database. Windows Authentication (recommended) SQL Authentication User name for the connection to the McAfee EMM database server. Password for the connection to the McAfee EMM database server. Name for the McAfee EMM database. See also Run the Deployment Helper on page 17 Install McAfee EMM server components on page 18 McAfee Enterprise Mobility Management 12.0 Software Installation Guide 25

26 A Settings for components LDAP server settings LDAP server settings These settings in the Deployment Helper and installer identify the server for authenticating users. Fields vary depending on which authentication type you select. Option Server Type FQDN Domain DN ActiveSync Server (installer only) Definition Active Directory Domino ActiveSync Protocol Fully qualified domain name of the LDAP server. Active Directory Windows NetBIOS domain name. Domino Name of the Domino domain. Domain distinguished name of the LDAP server. Active Directory This field is populated with the domain components when Domain FQDN is completed. Domino Leave this field blank. IP address or fully qualified domain name of the ActiveSync server. Username or Verification Username Password or Verification Password User name for the connection to the authentication server. Password for the connection to the authentication server. For ActiveSync authentication, the account used to install McAfee EMM can't be an administrative account. We recommend a service account with permissions to query group membership. External EMM Proxy Server Address Fully qualified domain name of the McAfee EMM Proxy. Devices connect to this McAfee EMM Proxy address for ActiveSync. See also Run the Deployment Helper on page 17 Install McAfee EMM server components on page 18 Hub server settings These settings in the Deployment Helper connect the DMZ server in an enhanced security installation to the internal McAfee EMM Hub server. Option Server address Definition Fully qualified domain name or IP address of the McAfee EMM Hub server See also Run the Deployment Helper on page McAfee Enterprise Mobility Management 12.0 Software Installation Guide

27 Settings for components Portal certificate settings A Portal certificate settings These settings in the Deployment Helper specify the portal certificate. The Deployment Helper can also assist with generating a certificate signing request (CSR), then creating a portal certificate from the verified CSR. On the Provide a Portal Certificate screen of the Deployment Helper, select one of these options: Create new SSL certificate to generate an SSL certificate, followed by specifying the certificate you created. Use existing SSL certificate to specify an existing, valid SSL certificate. Generate a portal certificate Step Option Definition 1 Generate the CSR. Common Name URL that you want customers to connect to. For a wildcard certificate, add an asterisk before the common name, for example, *.domainname.com. Organization Organization Unit Legally incorporated name of your company. Unit within your organization requesting the certificate, for example, Engineering or Human Resources. You can enter a DBA (doing business as) name in this field. 2 Verify the CSR. City/Locality State/Province Country/Region Certificate Request File Path Unabbreviated city where your organization is legally registered. Unabbreviated state or province where your organization is legally registered. Two-letter ISO country code where your organization is legally registered, like US or FR. Browse to select the location to store the certificate request. This step is completed outside the Deployment Helper. Contact a valid certificate authority (CA) for verification. 3 Generate the portal certificate. Certificate File Path Certificate Password Browse to select the.cer or.pem file created in step 2. Password for the certificate. Specify a portal certificate Option File Path Password Definition Browse to select the.pfx file. Password for the certificate. See also Run the Deployment Helper on page 17 McAfee Enterprise Mobility Management 12.0 Software Installation Guide 27

28 A Settings for components MDM certificate settings MDM certificate settings These settings in the Deployment Helper specify the MDM certificate. The Deployment Helper can also assist with generating a CSR, then creating an MDM certificate from the verified CSR. On the Provide an MDM Certificate screen of the Deployment Helper, select one of these options: Create new/renew existing MDM certificate to generate an MDM certificate, followed by specifying the certificate you created. Use existing MDM certificate to specify an existing, valid MDM certificate. Generate an MDM certificate Step Option Definition 1 Generate the CSR. Common Name URL that you want customers to connect to. 2 Verify the CSR. Country/Region Certificate Request File Path address of the administrator making the request. Two-letter ISO country code where your organization is legally registered, like US or FR. Browse to select the location to store the certificate request. This step is completed outside the Deployment Helper. Follow the instructions in KB73382 to verify the CSR through Apple. 3 Generate the MDM certificate. Certificate File Path Certificate Password Browse to select the.pem file created in step 2. Password for the certificate. Specify an MDM certificate Option File Path Password Definition Browse to select the.pfx file. Password for the certificate. See also Run the Deployment Helper on page 17 Communication settings These settings in the installer specify portal and MDM certificates, and GCM account credentials. Option Definition Portal Certificate Available Certificates Select an existing certificate from an earlier McAfee EMM installation, or select Use New Certificate to specify a new certificate. File Path Password Browse to select the portal certificate. Password for the portal certificate. MDM Push Certificate File Path Browse to select the MDM certificate. Password Password for the MDM certificate. 28 McAfee Enterprise Mobility Management 12.0 Software Installation Guide

29 Settings for components ActiveSync server settings A Option Definition GCM Settings Sender ID Project number of your Google API project. Token API key value of your Google API project. To verify connection to the Google server, click the green checkmark next to the Token field. See also Install McAfee EMM server components on page 18 ActiveSync server settings These settings in the Deployment Helper identify the ActiveSync server that communicates with the McAfee EMM Proxy. Option Server Address Domain Name Username Password Definition Fully qualified domain name of the ActiveSync server. For a Domino server, enter <servername>/servlet/traveler. Domain name of the ActiveSync server. User name for the connection to the ActiveSync server. Password for the connection to the ActiveSync server. See also Run the Deployment Helper on page 17 GCM settings These settings in the Deployment Helper validate GCM account credentials. Option Sender ID Token Definition Project number of your Google API project. API key value of your Google API project. See also Run the Deployment Helper on page 17 DMZ settings These settings in the installer identify the ActiveSync server that communicates with the McAfee EMM Proxy. Option ActiveSync Server Address Definition Fully qualified domain name of the ActiveSync server. To verify connection to the server, click the green checkmark next to the server address, then click Verify. McAfee Enterprise Mobility Management 12.0 Software Installation Guide 29

30 A Settings for components DMZ settings See also Install McAfee EMM server components on page McAfee Enterprise Mobility Management 12.0 Software Installation Guide

31 Index A about this guide 5 Active Directory ActiveSync server settings 29 LDAP server settings 26 ActiveSync Protocol, LDAP server settings 26 ActiveSync server Deployment Helper settings 29 installation settings 29 port requirements 13 administrator accounts, installation permissions 11 credentials, default logon 19 Agent Handlers automatically connected 8 HA configuration 8 Agent, EMM, See app, EMM Android devices EMM app description 8 port requirements 13 Secure Container description 8 supported versions 11 App Protection, port requirements 13 app, EMM, description 8 Apple Push Notification certificates, requirements 12 MDM certificates, Deployment Helper, generating and specifying 28 MDM certificates, installation settings 28 port requirements 13 authentication, server settings 26 B backups, EMM database 22 basic security configuration comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 port requirements 13 upgrade 22 browsers cache, clearing after upgrade 21 requirements 11 bundle, EMM, extensions included 7 C.cer file, certificate signing request (CSR), portal certificate 27 certificate authority (CA) certificate requirements 12 certificate verification, portal certificate 27 server, PKI environments 11 certificate signing request (CSR).cer and.pem files 27 MDM certificate 28 portal certificate 27 certificates expiration 12 installation settings 28 obtaining and renewing 12 requirements 12 clusters, redundancy 23 communication between server components 7 certificates, installation settings 28 with certificate authorities and push services 12 components client-side 8 server-side 7 configurations, basic security comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 upgrade 22 configurations, enhanced security comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 upgrade 22 configurations, High Availability (HA) comparison to other configurations 8 description 8 installation 23 upgrade 24 conventions and icons used in this guide 5 credentials, default administrative logon 19 McAfee Enterprise Mobility Management 12.0 Software Installation Guide 31

32 Index D database collation, SQL Server 11 database, EMM description 7 existing vs. new, effects on upgrading components 25 HA configuration, one-to-one installation with EMM Hub 23 settings 25 default options, preserved in upgrade 21 Deployment Helper 17 devices, See mobile devices DMZ configuration 7 port requirements 13 settings 29 documentation audience for this guide 5 product-specific, finding 6 typographical conventions and icons 5 documentation, EMM Product Guide backing up installation 22 changing default system administrator logon credentials 19 documentation, epo Product Guide installation, extension bundles 17 system requirements 11 documentation, McAfee KnowledgeBase enhanced security configuration, upgrading, KB GCM credentials, obtaining, KB HA configuration, load balancers, KB HA environments, installing, KB HA environments, upgrading, KB MDM certificate creation, KB , 28 SQL Server permissions, KB Windows Server 2012 certificate storage, KB domain name system (DNS) server, certificate requirements 12 Domino ActiveSync server settings 29 LDAP server settings 26 supported mail servers 11 dual servers, See configurations, enhanced security E encryption key, HA configuration 23 enhanced security configuration comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 port requirements 13 upgrade 22 epo basic security configuration with EMM 10 EMM extension bundle, installation 17 EMM extension bundle, upgrade 21 encryption key, exporting for HA configuration 23 epo (continued) enhanced security configuration with EMM 10 HA configuration with EMM 8 registered server, connecting EMM to epo 19 server, guidelines for configuring with EMM 8 supported versions, Exchange, supported mail servers 11 expiration, certificates 12 extensions, EMM F figures included in extension bundle 7 installation 17 upgrade 21 basic security configuration 10 enhanced security configuration 10 HA configuration 8 firewalls, access rules 13 G Go Daddy, certificate authority (CA) 12 Google Cloud Messaging (GCM) Deployment Helper settings 29 installation settings 28 port requirements 13 requirements 12 GTI, See App Protection H hardware redundancy, HA configuration 23 hardware requirements 11 Help extension automatic installation with EMM 7 manual removal before upgrade 21 High Availability (HA) configuration comparison to other configurations 8 description 8 installation 23 port requirements 13 upgrade 24 Hub, EMM basic security configuration 10 description 7 enhanced security configuration 10 guidelines for all configurations 8 HA configuration 8 HA configuration, one-to-one installation with EMM database 23 registered server in epo 19 settings McAfee Enterprise Mobility Management 12.0 Software Installation Guide

33 Index I installation extension bundle 17 permissions 11 preparation with the Deployment Helper 17 registered server, connecting EMM to epo 19 server components 18 interface languages 11 Internet browsers cache, clearing after upgrade 21 requirements 11 Internet Information Services (IIS), Windows certificate requirements 12 Proxy, EMM 7 stopping and restarting during HA installation 23 ios Agent Push Notification certificate, requirements 12 ios devices EMM app description 8 port requirements 13 supported versions 11 ipad, See ios devices iphone, See ios devices ipod, See ios devices K KnowledgeBase (KB), McAfee, See documentation, McAfee KnowledgeBase L languages, supported 11 LDAP server port requirements 13 settings 26 load balancing, High Availability (HA) configuration 8 pairing systems 23 logon, default administrative credentials 19 M mail server, requirements 11 McAfee Downloads Deployment Helper 17 ios Agent Push Notification certificate updates 12 McAfee ServicePortal, accessing 6 Microsoft Silverlight, supported versions 11 mobile device management (MDM) certificates Deployment Helper, generating and specifying 28 installation settings 28 requirements 12 mobile devices port requirements 13 supported versions 11 Mobile epo (MePO) extension, automatic installation with EMM 7 N network load balancing (NLB), redundancy 23 network requirements 13 O operating system requirements 11 options, preserved in upgrade 21 P packages, assigning to groups before upgrade 22.pem file, certificate signing request (CSR) MDM certificate 28 portal certificate 27 permissions, installation 11.pfx file, personal information exchange MDM certificate 28 portal certificate 27 PKI extension, automatic installation with EMM 7 popups, enabling for legacy console 11 portal certificates Deployment Helper, generating and specifying 27 installation settings 28 requirements 12 Portal, EMM basic security configuration 10 certificate requirements 12 description 7 domain requirements 13 enhanced security configuration 10 HA configuration 8 ports, access rules 13 Product Guide, EMM backing up installation 22 changing default system administrator logon credentials 19 Product Guide, epo installation, extension bundles 17 system requirements 11 Proxy, EMM basic security configuration 10 certificate requirements 12 description 7 domain requirements 13 enhanced security configuration 10 HA configuration 8 Public Key Infrastructure (PKI) environments, requirements 11 Push Notifier, EMM basic security configuration 10 certificate requirements 12 description 7 enhanced security configuration 10 HA configuration 8 push technology certificate requirements 12 port requirements 13 McAfee Enterprise Mobility Management 12.0 Software Installation Guide 33

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