Quick Start Guide. UAG 2010 Gateway Appliance. Winfrasoft Gateway Appliance running Microsoft Forefront UAG Quick Deployment Guide

Transcription

1 UAG 2010 Gateway Appliance Quick Deployment Guide Quick Deployment Guide Quick Start Guide Winfrasoft Gateway Appliance running Microsoft Forefront UAG 2010 Quick Deployment Guide Published: December 2014 Applies to: Winfrasoft Gateway Appliance Web site: Winfrasoft Corporation. All rights reserved. This publication is for informational purposes only. Winfrasoft makes no warranties, express or implied, in this summary. Winfrasoft and Winfrasoft Gateway Appliance are trademarks of Winfrasoft Corporation. All other trademarks are property of their respective owners.

2 Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organisation, product, domain name, e- mail address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Winfrasoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written licence agreement from Winfrasoft, the furnishing of this document does not give you any licence to these patents, trademarks, copyrights, or other intellectual property. Microsoft Active Directory, Microsoft Forefront, TMG 2010, UAG 2010, Windows and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Copyright Winfrasoft Corporation. All rights reserved.

3 Table of Contents 3 Table of Contents TABLE OF CONTENTS... 3 INTRODUCTION... 4 APPLIANCE USB STICK / DVD... 4 DEPLOYMENT OVERVIEW... 4 DEFAULT LOGIN DETAILS... 4 DEPLOYING THE APPLIANCE... 5 CONNECTING THE NETWORK CABLES... 5 FIRST BOOT UP... 6 REGIONAL SETTINGS AND LICENSING FINALISING THE CONFIGURATION UAG 2010 CONFIGURATION FACTORY RESET... 23

4 4 Winfrasoft Gateway Appliance Introduction The Winfrasoft appliance is factory prepared to provide a fast and consistent setup process. This quick start guide is designed to help you with the initial Setup process. It is highly recommend that you follow all of the instructions in this document. The appliance includes various wizards to aid the deployment process by assisting with network adapter configuration, Microsoft Forefront TMG rule creation and Microsoft Forefront UAG 2010 setup. Appliance USB Stick / DVD The appliance is accompanied by a bootable USB stick / DVD which can be used to: (1) Factory reset the appliance (2) Restore a network based backup image (not covered in this guide) Deployment Overview After completing this simple process you will have a functional appliance (1) Complete the Winfrasoft Network Configuration Sheet for this appliance. (2) Unpack and rack the appliance. (3) Connect the appliance cables EXCEPT the Ethernet cables. (4) Power up the appliance. (5) Run through the appliance configuration wizards, connecting the network cables as you go. (6) You re Done! Default Login Details The default login credentials for all Winfrasoft Appliances are as follows: Username: Administrator Password: Pa55w0rd Note The password contains the character zero and not a capital letter. The password is case sensitive and starts with a capital P. This is to comply with Windows password complexity requirements. Important: Change the password as soon as possible!

5 Deploying the appliance 5 Deploying the appliance Connecting the Network Cables As there are various models of Winfrasoft Appliances with varying hardware types, the number of network cards will vary and the physical ports are not labeled on the back of the appliance. Appliances Ethernet ports are used as follows, depending on the total number of NIC s: External Connection Internal Connection DMZ1 / Heartbeat Connection DMZ2 Connection DMZ3 Connection Etc To work out which physical Ethernet port is which the Winfrasoft Appliance Configuration Wizard will update the status of each NIC when you plug in a cable. When the wizard is displaying the External Connection, simply plug in a cable to any available Ethernet port and if the NIC status doesn t change to Connected after a few seconds then move the cable to the next port until it does connect. Repeat this process for each network connection until all required cables are connected. Note Typically appliances with NIC s located on the motherboard are the Internal and External ports.

6 6 Winfrasoft Gateway Appliance First boot up Important: Do not connect the network cables yet! The Winfrasoft Appliance Configuration Wizard will start automatically on first bootup while completing the Windows setup. The wizard helps you to configure various things on your Winfrasoft Appliance, inluding the network adapters TCP/IP settings and computer name. (1) Click Next to continue. Action Connect the Ethernet cable for your External network. Ensure that onscreen image shows that the adapter is connected.

7 Deploying the appliance 7 Note If your Winfrasoft Appliance is designed to operate with only 1 network adapter, select Do not configure an External Network Connection. (2) If your External Network adapter will receive its IP address from a DHCP server, select Obtain an IP address automatically. If your network adapter has a static IP address (recommended), enter the IP address, Subnet mask and Default Gateway in the appropriate areas. Click Next to continue. Action Connect the Ethernet cable for your Internal network. Ensure that onscreen image shows that the adapter is connected. (3) If your Internal Network adapter will receive its IP address from a DHCP server, select Obtain an IP address automatically. If your Internal network adapter has a static IP address (recommended), enter the IP address, Subnet mask and Default Gateway in the appropriate areas. Click Next to continue. Action Connect the Ethernet cable for your DMZ network. Ensure that onscreen image shows that the adapter is connected.

8 8 Winfrasoft Gateway Appliance Note The DNS Server address fields will be disabled if you have selected to use DHCP on your internal network adapter. When statically assigning DNS servers, the Alternate DNS server field is optional and not required. (4) If your Winfrasoft appliance needs to connect to a DMZ, then configure the DMZ connection settings. If your adapter will receive its IP address from a DHCP server, select Obtain an IP address automatically. If your DMZ network adapter has a static IP address (recommended), enter the IP address and Subnet mask in the appropriate areas. If your appliance does not connect to a DMZ then select Do not configure DMZ 1 Network Connection. If your appliance is a Heartbeat network, select Configure as a Heartbeat Network. Click Next to continue. Note If your Winfrasoft Appliance contains more than three network adapters you will also be asked if you would like to configure additional DMZ/Perimeter networks.

9 Deploying the appliance 9 (5) If you plan to use the DNS Server service on the appliance to benefit from DNS caching and conditional forwarding, select Local DNS Service with Root Hints and DNS cache. If you plan to use a remote DNS server only, select Use the following remote DNS Servers option and enter the IP address of the primary and alternate remote DNS servers. Select the Network adapter to bind the DNS setting to. Click Next to continue. (6) If you plan to change the name of your UAG appliance, select Change the computer name and enter the new name for the appliance. Click Next to continue. Note Microsoft does NOT support changing the computer name after UAG has been configured. Thus it is imperative that the correct name for your appliance is entered at this stage. The UAG appliance will need a reboot when the name of the device changes.

10 10 Winfrasoft Gateway Appliance (7) Apply the configuration changes. Click Next to continue. (8) Click Next to continue. (9) If the computer name was change click Restart to restart the appliance. After the reboot setup will automatically continue. If the computer name was not changed then an extra reboot is not required and setup will continue with the remaining steps.

11 Deploying the appliance 11 When complete the appiance will restart. Regional Settings and Licensing After the restart Windows Setup will ask a few final questions. (1) Configure the regional settings for the appliance. Click Next to continue.

12 12 Winfrasoft Gateway Appliance (2) Enter your Windows Product Key. For a physical appliance the product key is located on the OEM sticker supplied with the Winfrasoft Appliance. For a Virtual Machine a Volume Licence key is required which is not supplied by Winfrasoft. Select Automatically activate Windows when I m online to activate your copy of Windows. Click Next to continue. Note If evaluating the appliance simply Leave the Product Key empty to run a 30 day trial. (3) Read the Microsoft and Winfrasoft License terms, Select I accept the license terms for both sections. Click Start to continue After Windows Setup completes the Appliance will restart one last time.

13 Deploying the appliance 13 Finalising the configuration After the final restart the Winfrasoft Appliance Configuraiton Wizard will automatically resume. You can step back to previous configuration options if required however you can no longer change the computer name. (1) Winfrasoft Appliances include the ability to create self-signed X.509 SSL digital certificates. These certificates can be used for testing purposes or to allow for setup while production certificates are pending approval. Enter the DNS name for the required certificate and click Generate. Click Next to continue. Note You can generate as many self-signed certificates as you require. Self-signed certificates will automatically be inserted into the Personal certificate store of the Local Machine. (2) A self-signed certificate has been created. Click OK to continue. (3) Once you have created as many self-signed certificates required, click Next to continue.

14 14 Winfrasoft Gateway Appliance (4) If there are no other changes to be make and you are ready to commit the changes click Next to continue. (5) The TMG Server configuration will be updated with the supplied settings. Click OK to continue. (6) The Winfrasoft Monitoring Agent Service and Network adapter information have now been configured according to your selections. Click Next to continue.

15 Deploying the appliance 15 (7) Your Winfrasoft Appliance has now been configured. Click Finish to complete the setup. Note Should you wish to change the Winfrasoft Appliance configuration settings, the Appliance Configuration Wizard can be rerun at a later time.

16 16 Winfrasoft Gateway Appliance UAG 2010 Configuration Once the Winfrasoft Appliance Configuration Wizard has completed and the desktop has loaded you need to start the UAG administration tool to configure UAG. (1) Double click the Forefront UAG Management icon on the desktop to load the UAG Getting Started Wizard. (2) Click Configure Network Settings. (3) Click Next to continue.

17 UAG 2010 Configuration 17 (4) Link the UAG Internal & External NIC s to the physical network adapters with the same name by placing ticks in the relevant boxes as above. Click Next to continue. (5) Define the Internal Network IP addresses for the Internal Network. Click Add to edit the Internal network definition by inserting additional subnet IP addresses into the To and From selection boxes. The local subnet for the Internal IP range is automatically entered. (6) Click OK to continue.

18 18 Winfrasoft Gateway Appliance (7) Verify that the Network Configuration settings are correct. Click Finish to accept and save the changes. (8) Click Define Server Topology to create a new UAG server array or join the server to an existing UAG array.

19 UAG 2010 Configuration 19 (9) Click Next to continue. (10) If this is the first server in an array or to be a stand-alone server, then select Single server. If you already have a pre-existing server array, select Array member. Note The appliance cannot be joined to an array unless it is joined to an Active Directory Domain hence the Array Member option may be greyed out.

20 20 Winfrasoft Gateway Appliance (11) Click Finish to continue. (12) To configure the UAG Server appliance to automatically receive updates from Microsoft. click Join Microsoft Update. Note All Microsoft Update components are pre-installed on the Appliance by default however they must be enabled explicitly if required.

21 UAG 2010 Configuration 21 (13) To enable automatic updates from Microsoft, Select Use Microsoft Update when I check for updates. To disable automatic updates, select I don t want to use Microsoft Update. Click OK to continue. (14) Click Close to complete the installation. (15) To apply the configuration setting click Yes.

22 22 Winfrasoft Gateway Appliance (16) Enter and confirm a password for the backup archive. Select the output folder for storing backup archives. Click Next to continue. (17) Activate the Configuration for the first time. If you wish to backup the configuration. Select Backup configuration before performing this activation. Click Activate to continue. (18) Click Finish to complete configuration. Your Winfrasoft UAG 2010 Appliance is now fully installed and ready for use.

23 Factory Reset Factory Reset 23 A factory reset is a DESTRUCTIVE process and will remove ALL data on the appliance! This should only be performed if upgrading to a new image version or if the appliance be being re-deployed from the ground up. To perform a factory reset simply boot the appliance using the USB stick / DVD provided. Once Windows has started via the USB stick / DVD the Appliance Boot Manager will load. If the Appliance was provided with a USB stick then it should contain the activaiton file for the appliance which will automatically be verified and installed as part of the factory reset process. (1) Click the Return to Factory Settings button to start the reset. (2) If an activation file is found on the USB stick then a notice will be displayed explaining if the activation file will be installed as part of the factory restore process. Click OK (3) If you are sure you want to perform a reset click the Yes to continue. When the image restore is complete you will be prompted to remove the USB stick / DVD and click OK to restart the appliance. The appliance will boot up and begin the Windows Setup process. This is fully automated and the appliance will reboot a few times. When the process is complete the appliance will switch off.