HP J4813A, ProCurve Identity Driven Manager User Manual

ProCurve
Identity Driven Manager

User’s Guide

Software Release 2.0

© Copyright 2004, 2005 Hewlett-Packard Company
All Rights Reserved.

This document contains information which is protected by
copyright. Reproduction, adaptation, or translation without
prior permission is prohibited, except as allowed under the
copyright laws.

Publication Number

5990-8851
November, 2005

Disclaimer

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change without notice.

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http://www.procurve.com

Contents

1 About ProCurve Identity Driven Manager

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Why IDM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

IDM Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

IDM Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Supported Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Operating Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Additional Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10

Upgrading from Previous Versions of PCM and IDM . . . . . . . . . . . . . . . 1-10

Registering Your IDM Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12

Learning to Use ProCurve IDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15

ProCurve Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15

2 Getting Started

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Installing the IDM Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Using the IDM Auto-Discover Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

IDM Configuration Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

IDM Usage Strategies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Understanding the IDM Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

IDM GUI Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6

IDM Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8

Using the Navigation Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9

Toolbars and Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Using IDM as a Monitoring Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14

IDM Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15

Using IDM Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18

Scheduling a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21

IDM Session Cleanup Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27

User Session Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-29

iii

Contents

3 Using Identity Driven Manager

IDM Configuration Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Configuration Process Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Configuring Identity Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Configuring Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Configuring Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

Configuring Network Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16

Configuring Access Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21

Defining Access Policy Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31

Configuring User Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37

Using Global Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-39

Deploying Configurations to the Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-42

Using Manual Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-43

Defining New Realms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-43

Modifying and Deleting Realms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-44

Defining RADIUS Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-45

Modifying and Deleting RADIUS Servers . . . . . . . . . . . . . . . . . . . . . . . . 3-46

Adding New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-47

Adding users in IDM: Manual Process . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-47

Modifying and Deleting Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-49

Using the User Import Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-50

Importing Users from Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . 3-51

Importing Users from an LDAP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-57

Importing Users from XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-68

4 Troubleshooting IDM

IDM Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Using Event Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Using Activity Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

Using Decision Manager Tracing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10

A IDM Technical Reference

Device Support for IDM Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Best Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2

Types of User Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5

Index

iv

About ProCurve Identity Driven Manager

Chapter Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Why IDM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

IDM Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

IDM Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Supported Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Operating Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Additional Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10

Upgrading from Previous Versions of PCM and IDM . . . . . 1-10

Learning to Use ProCurve IDM . . . . . . . . . . . . . . . . . . . . . . . 1-15

Getting ProCurve Documentation From the Web . . . . . . . . 1-15

ProCurve Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15

1

1-1

About ProCurve Identity Driven Manager
Introduction

Introduction

Network usage has skyrocketed with the expansion of the Internet, wireless,
and convergence technologies. This increases the burden on network manag­ers working to control network usage. Also, the complexity of large networks
makes it difficult to control network access and usage by individual users.

ProCurve Identity Driven Manager (IDM) is an add-on module to the ProCurve
Manager plus (PCM+) application that extends the functionality of PCM+ to
include authorization control features for edge devices in networks using
RADIUS servers and Web-Authentication, MAC-Authentication, or 802.1x
security protocols.

Using IDM simplifies user access configuration by automatically discovering
Microsoft IAS RADIUS Servers, Realms, and users. You can use IDM to
monitor users on the network, and to create and assign "access policies" that
work to dynamically configure edge switches and manage network resources
available to individual users. Using IDM, access rights, quality of service
(QoS), and VLAN enrollment are associated with a user and applied at the
point of entry or "edge" of the network.

1-2

Figure 1-1. ProCurve Identity Driven Manager, Client Interface

About ProCurve Identity Driven Manager

Introduction

Why IDM?

Today, access control using a RADIUS system and ProCurve devices (switches
or wireless access points) is typically made up of several steps.

Figure 1-2. Current Access Control process

1. A client (user) attempts to connect to the network.

2. The edge device recognizes a connection state change, and requests
identifying information about the client. This can include MAC address,
username and password, or more complex information.

3. The switch forwards an access request, including the client information
to the authentication server (RADIUS).

4. The RADIUS server validates the user’s identity in the user directory,
which can be an Active Directory, database or flat file. Based on the
validation result received from the user directory, the authentication
server returns an accept or deny response to the switch.

5. If the user is authenticated, the ProCurve device grants the user access to
the network. If the user is not authenticated, access is denied.

For networks using IDM, access control is enhanced to include authorization
parameters along with the authentication response. IDM enhances existing
network security by adding network authorization information, with access
and resource usage parameters, to the existing authentication process. Using
IDM you can assign access rights and connection attributes at the network
switch, with dynamic configuration based on the time, place, and client that
is generating the access request.

1-3

About ProCurve Identity Driven Manager
Introduction

When using IDM, the authentication process proceeds as described in the first
three steps, but from that point the process changes as follows:

4. The RADIUS server validates the user’s identity in the user directory.
Based on the validation result received from the user directory, the
authentication server returns an accept or deny response to the switch. If
the user is accepted (authenticated), the IDM Agent on the RADIUS server
processes the user information. IDM then inserts the network access
rights configured for the user into the Authentication response sent to the
switch.

5. If the user is authenticated, the switch grants the user access to the
network. The (IDM) authorization information included in the authenti­cation response is used to configure VLAN access, QoS and Bandwidth
parameters for the user, and what network resources the user can access
based on time and location of the user’s login.

If the user is authenticated by the RADIUS server, but IDM’s authorization
data indicates that the user is attempting to access the network at the
wrong time, or from the wrong location or system, the user’s access
request is denied by IDM.

1-4

Figure 1-3. Access Control using IDM

If a user is authenticated in RADIUS, but is unknown to IDM, IDM will not
override RADIUS authentication and default switch settings, unless you
configure it to do so. You can create a "guest" profile in IDM to provide
limited access for unknown users.

About ProCurve Identity Driven Manager

Introduction

IDM Architecture

In IDM, when a user attempts to connect to the network through an edge
switch, the user is authenticated via the RADIUS Server and user directory.
Then, IDM is used to return the user’s "access profile" along with the authen­tication response from RADIUS to the switch. The IDM information is used to
dynamically configure the edge switch to provide the appropriate authoriza­tions to the user, that is, what VLAN the user can access, and what resources
(QoS, bandwidth) the user gets.

The following figure illustrates the IDM architecture and how it fits in with
RADIUS.

Figure 1-4. IDM Architecture

IDM consists of an IDM Agent that is co-resident on the RADIUS server, and
an IDM Server that is co-resident with PCM+. Configuration and access
management tasks are handled via the IDM GUI on the PCM+ management
workstation.

The IDM agent includes:

• A RADIUS interface that captures user authentication information

from the RADIUS server and passes the applicable user data (user­name, location, time of request) to the IDM Decision Manager. The
interface also passes user access parameters from IDM to the RADIUS
server.

1-5

About ProCurve Identity Driven Manager
Introduction

• A Decision Manager that receives the user data and checks it against

user data in the local IDM data store. Based on the parameters defined
in the data store for the user data received, the Decision Manager
outputs access parameters for VLAN, QoS, bandwidth, and network
resource access to the RADIUS interface component.

• A Local Data Store that contains information on Users and the Access

Policy Groups to which the user belongs. The Access Policy Group
defines the rules that determine the user’s access rights.

The IDM Server provides configuration and monitoring of Identity Driven
Manager. It operates as an add-on module to PCM+, using the PCM model
database to store IDM data, and a Windows GUI (client) to provide access to
configuration and monitoring tools for IDM.

You use the IDM GUI to monitor IDM Agent status and users logged into the
network, and to manage IDM configuration, including:

• Defining access parameters for the network, such as locations, times,

network resources, and access profiles.

• Creating access profiles that define the network resources and

attributes (VLAN, QoS, bandwidth) assigned to users in an Access
Policy Group.

• Creating Access Policy Groups with rules (access policies) that will

be assigned to users in that Group.

• Assigning users to Access Policy Groups.

• Deploying IDM configuration data to the IDM Agent on the RADIUS

server.

1-6

About ProCurve Identity Driven Manager

Terminology

Terminology

Authentication The process of proving the user’s identity. In networks this involves the use

of usernames and passwords, network cards (smartcards, token cards, etc.),
and a device’s MAC address to determine who and/or what the "user" is.

Authentication

Server

Authorization The process that determines what an authenticated user can do. It establishes

Bandwidth Amount of network resources available. Generally used to define the amount

Client An end-node device such as a management station, workstation, or mobile PC

Edge Device A network device (switch or wireless access point) that connects the user to

Endpoint Integrity Also referred to as "Host Integrity," this refers to the use of applications that

IDM Agent The IDM Agent resides on the RADIUS server. It inspects incoming authenti-

Authentication servers are responsible for granting or denying access to the
network. Also referred to as RADIUS servers because most current authenti­cation servers implement the RADIUS protocol.

what network resources the user is, or is not permitted to use.

of network resources a specific user can consume at any given time. Also
referred to as rate-limiting.

attempting to access the network. Clients are linked to the switch through a
point-to-point LAN link, either wired or wireless.

the rest of the network. The edge devices can be engaged in the process of
granting user access and assigning a user’s access rights and restrictions.

check hosts attempting to connect to the network to ensure they meet
requirements for configuration and security. Generally to make sure that virus
checking and spyware applications are in place and up to date.

cation requests, and inserts appropriate authorization information (IDM
Access Profiles) into the outgoing authentication reply.

QoS Quality of Service, relates to the priority given to outbound traffic sent from

the user to the rest of the network.

RADIUS Remote Authentication Dial-in User Service, (though it also applies to authen-

tication service in non-dial-in environments)

RADIUS Server A server running the RADIUS application on your network. This server

receives user connection requests from the switch, authenticates users, and
then returns all necessary information to the edge device.

1-7

About ProCurve Identity Driven Manager
Terminology

Realm A Realm is similar to an Active Directory Domain, but it works across non-

Windows (Linux, etc.) systems. Generally specified in User-name as
"user@realm."

VLAN A port-based Virtual LAN configured on the switch. When the client connec-

tion terminates, the port drops its membership in the VLAN.

1-8

About ProCurve Identity Driven Manager

IDM Specifications

IDM Specifications

Supported Devices

ProCurve Identity Driven Manager (IDM) supports authorization control func­tions on the following ProCurve devices*:

■ ProCurve Switches:

5300xl Series (5304, 5308, 5348, 5372)
3400cl Series (3424, 3448)
4100gl Series (4104, 4108, 4124)
2800 Series (2824, 2848)
2600 Series (2650, 2626, 2650-PWR, 2626-PWR, 2608-PWR, 6108)
2500 Series (2512, 2524)
ProCurve Wireless Access Points (420wl)
ProCurve Wireless Access Points (520wl, 420)

* Not all devices support all features of IDM. Refer to Appendix A for details.

Operating Requirements

The system requirements for IDM (Server and Client installation) are:

■ Minimum Processor: 2.0 GHz Intel Pentium, or equivalent

■ Recommended Processor: 3.0 GHz Intel Pentium, or equivalent

■ Minimum Memory: 1 GB RAM

■ Recommended Memory: 2 GB RAM

■ Disk Space: 500 MB free hard disk space minimum. (A total of 1 GB

will be required for PCM+ and IDM.)

■ Implementation of one of the following RADIUS services. The IDM

agent will be installed on this system.

• Microsoft’s Internet Authentication Service, RADIUS authentication

server on Windows 2003 Server (Enterprise or Standard Edition).

• Funk’s Steel Belted RADIUS (SBR).

■ Supported Operating Systems for PCM+ and IDM Remote Client:

• MS Windows XP Pro (Service Pack 1 or better)

• MS Windows 2000

(Server, Advanced Server, or Pro with Service Pack 4 or better)

• MS Windows 2003 (Server or Enterprise Edition)

1-9

About ProCurve Identity Driven Manager
IDM Specifications

■ ProCurve Manager Plus software must be installed for IDM to operate.

The IDM software cannot be installed as a separate component.

Additional processing power and additional disk space may be required for
larger networks.

Additional Requirements

■ Implementation of an access control method, using either MAC-auth,

Web-auth, or an 802.1x supplicant application.

For assistance with implementation of RADIUS and access control meth­ods for use with ProCurve switches, refer to the Access Security Guide
that came with your switch. All ProCurve Switch manuals can also be
downloaded from the ProCurve web site.

For assistance with using RADIUS and 802.1x access control methods,
contact the ProCurve Elite Partner nearest you that can provide ProCurve
Access Control Security solutions. You can find ProCurve Direct Elite
partners on the web at:

http://hp.via.infonow.net/locator/us_partner/index.jsp

■ If you plan to restrict user access to specific network segments, you

will need to configure VLANs within your network. For information
on using VLANs, refer to the ProCurve Manager Network Adminis-
trator’s Guide, or the configuration guides that came with your
switch.

Upgrading from Previous Versions of PCM and IDM

The installation CD for PCM 2.1 contains the IDM 2.0 installation files. If you
are running IDM 1.0 or 1.0.x, you must select the IDM option during the PCM

2.1 install process. This is required to support changes made in the underlying

PCM and IDM databases.

If you have not purchased the IDM 2.0 license, your installation will include
the IDM interface changes made for IDM 2.0, but all new functionality (FUNK
SBR support, User Import/Export, Access Control, and Endpoint integrity
support) will be disabled until you purchase and register an IDM 2.0 license.

If you want to test the IDM 2.0 functionality using the free 30-day trial provided
on the PCM 2.1 CD, you need to install the software on a separate system that
has no previous IDM version installed or in use.

1-10

About ProCurve Identity Driven Manager

IDM Specifications

When you upgrade to IDM 2.0, you need to manually install the IDM Agent
upgrade on your RADIUS Server. Refer to “Installing the IDM Agent” on page 2­2 for detailed instructions.

1-11

About ProCurve Identity Driven Manager
Registering Your IDM Software

Registering Your IDM Software

The ProCurve Manager installation CD includes a fully operable version of the
PCM application, and a 30 day trial version of the PCM+ application and the
IDM application. Until you have registered your IDM application, an Expiring
License warning will be displayed each time you log in, similar to the following.

Figure 1-5. ProCurve Expiring License warning dialogue

Click No, Continue to close the dialogue and just start the program.
Click OK to launch the Licensing administration screen.

NOTE: You must first purchase a copy of ProCurve Identity Driven Manager from

your networking reseller to get the Registration ID. You do not need to re­install the software from the purchased CD, but you need the Registration
ID from that CD to complete the registration process.

1-12

About ProCurve Identity Driven Manager

Registering Your IDM Software

Figure 2. ProCurve License Administration dialogue

You can also get to this screen from the Preferences window which can be
accessed from the PCM Tools menu or by clicking on the Preferences icon in
the tool bar.

To register the IDM software:

1. Contact your HP Sales Representative or HP Reseller to purchase the PCM+ and

IDM software. You will receive a Registration ID for the purchased software—
either on the Software CD case, or a separate registration card sent with the
purchase information.

2. Go to the Licensing window in PCM [Preferences→Licensing and Support→ Licensing].

Write down the Installation Identifier for the software as it appears in the upper
left corner of the window. You can also leave this window open and use the “copy
and paste” functions to enter the Install ID in the My ProCurve software registra­tion window.

3. Click the Register button to go to the PCM registration web site.

4. If this is an upgrade, log in with your My ProCurve ID and password.

If you are a new user, click the “Register Here” button, and then enter the required
information to create a user account, including user name, password, company
name, and E-mail address.

5. In the Registration window:

a. select the product to register from the Product Type pull-down menu.

b. enter the Registration ID, found on the back of the software CD case, or on

the registration card you received when you purchased the software.

c. enter the Installation Identifier (from the Licensing window in PCM).

d. Click the Generate License button.

1-13

About ProCurve Identity Driven Manager
Registering Your IDM Software

The window is refreshed and the registration information, including your License
key is displayed. The license key is also sent to you via e-mail.

e. To get the license key for the next software package, click

Generate Another License and repeat the process in step 5, above.

6. When you receive the License key, go back to the Licensing window in PCM.

Enter the License key number in the Add license field, then click Add.

To avoid data entry errors, you can copy and paste the number from the e-mail or
My ProCurve (My Software) Web page.

NOTE: You must first purchase a copy of ProCurve Manager Plus and,/or Identity

Driven Manager to get the Registration ID. You do not need to re-install the
software from the purchased CD, but you need the Registration ID to complete
the registration process.

1-14

About ProCurve Identity Driven Manager

Learning to Use ProCurve IDM

Learning to Use ProCurve IDM

The following information is available for learning to use ProCurve Identity
Driven Manager (IDM):

■ This User’s Guide—helps you become familiar with using the appli-

cation tools for access control management.

■ Online help information—provides information through Help buttons

in the application GUI that provide context-sensitive help, and a table
of contents with hypertext links to additional procedures and refer­ence information.

■ ProCurve Manager, Getting Started Guide—provides details on

installing the application and licensing, and an overview of ProCurve
Manager functionality.

■ For additional information on configuring your network, refer to the

documentation that came with your switch.

Getting ProCurve Documentation From the Web

1. Go to the Procurve website at http://www.procurve.com.

2. Click on Technical Support.

3. Click on Product manuals.

4. Click on the product for which you want to view or download a manual.

ProCurve Support

Product support is available on the Web at: http://www.procurve.com
Click on Technical Support. The information available at this site includes:

• Product Manuals

• Software updates

• Frequently asked questions (FAQs)

• Links to Additional Support information.

You can also call your HP Authorized Dealer or the nearest HP Sales and
Support Office, or contact the ProCurve Elite Partner nearest you for infor­mation on ProCurve Access Control Security solutions.

You can find ProCurve Elite partners on the web at:

http://hp.via.infonow.net/locator/us_partner/index.jsp

1-15

About ProCurve Identity Driven Manager
ProCurve Support

1-16

Getting Started

Chapter Contents

2

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . 2-2

Installing the IDM Agent . . . . . . . . . . . . . 2-2

Using the IDM Auto-Discover Feature . . 2-3

IDM Configuration Process Overview . . 2-3

IDM Usage Strategies . . . . . . . . . . . . . . . 2-4

Understanding the IDM Model . . . . . . . . 2-5

IDM GUI Overview . . . . . . . . . . . . . . . . . . . . 2-6

IDM Dashboard . . . . . . . . . . . . . . . . . . . . 2-8

Using the Navigation Tree . . . . . . . . . . . 2-9

Toolbars and Menus . . . . . . . . . . . . . . . . 2-13

Using IDM as a Monitoring Tool . . . . . . . . . 2-14

IDM Preferences . . . . . . . . . . . . . . . . . . . 2-15

Using IDM Reports . . . . . . . . . . . . . . . . . . . 2-18

IDM Session Cleanup Policy . . . . . . . . . 2-27

User Session Information . . . . . . . . . . . . . . . 2-29

2-1

Getting Started
Before You Begin

Before You Begin

If you have not already done so, please review the list of supported devices
and operating requirements under “IDM Specifications” on page 1-9.

If you intend to restrict user access to specific areas of the network using
VLANs, make sure you have set up your network for use of VLANs. For details
on configuring VLANs, refer to the ProCurve Manager Network Administra-
tor’s Guide, or the Advanced Traffic Management Guide for your ProCurve
switch

Installing the IDM Agent

The IDM application components are installed on your system when you select
the IDM option from the PCM+ software CD. To install the IDM Agent on a
RADIUS server:

1. If the PCM software is not on the same system as your RADIUS server,
you need to configure "Client/Server" access permissions on the PCM
server to allow the RADIUS server to communicate with IDM. This is done
by adding the IP address of the RADIUS server to the access.txt file on the
PCM server. For details, refer to the ProCurve Manager Getting Started
Guide, under "Configuring Client/Server Access Permissions."

2-2

2. Open a Web browser window on the RADIUS server and for the URL, type
in the IP address of the PCM server computer, followed by a colon and
the port ID 8040.
For example, if the IP address of the PCM server is 10.15.20.25, then on
the RADIUS server, enter http://10.15.20.25:8040 on the web browser
address line.

3. In the install scripts page that appears, select the IDM Agent to download
it to the RADIUS server system.

4. Run the Install.exe that is downloaded to the RADIUS server. The Install
Wizard guides you through the installation process. During installation
you will be prompted to enter the IP Address of the IDM Server, which is
the same as the PCM Server.

You cannot install the IDM Agent on a system without the RADIUS server.
Also, if the IP address of the RADIUS server is not in the access.txt file on the
PCM server, you will get an alert message during the IDM Agent install.

Once installed the IDM Agent begins collecting User, Realm, and RADIUS data.

Getting Started

Before You Begin

The IDM Client is included with the PCM+ software. To install a remote PCM/
IDM Client, download the PCM Client to a remote PC using the same process
as for installing the IDM Agent, just select the PCM Client option from the PCM
server. For details, see the ProCurve Manager Getting Started Guide.

Using the IDM Auto-Discover Feature

You can manually configure the RADIUS server, Realms, and Users in IDM, or
you can let IDM do the hard work for you. Just install the IDM Agent on the
system with the RADIUS Server, then let it run to collect the information as
users log into the network. Even after you begin creating configurations in
IDM, it will continue to collect information on new users, and Realms and pass
that information to the IDM server.

If you are using multiple RADIUS servers, you need to install an IDM Agent
on each of the servers. The IDM Agent collects information only on the system
where it is installed. The IDM client can display information for all RADIUS
servers where the IDM Agent is installed.

When you start the IDM Client and expand the navigation tree in the IDM Home
tab, you will see any discovered or defined Realms found on the RADIUS
server, along with the IP Address for the RADIUS Server(s).

IDM Configuration Process Overview

To configure IDM to provide access control on your network, first let IDM run
long enough to "discover" the Realms, RADIUS servers, and users on your
network. Once IDM has performed these tasks for you, your configuration
process would be as follows:

1. If you intend to use them, define "locations" from which users will access
the network. A location may relate to port-based VLANS, or to all ports
on a device. (See page 3-6)

2. If you intend to use them, define "times" at which users are allowed or
denied access. This can be by day, week or even hour. (See page 3-11)

3. Define any "network resources" (systems and applications) that you want
to specifically allow or restrict users from accessing.

4. If you intend to restrict a user access to specific systems, you need to set
the User profile to include the MAC address for each system that the user
is allowed to login on. (See page 3-48)

2-3

Getting Started
Before You Begin

5. Create the Access Profiles, to set the VLAN, QoS, rate-limits (bandwidth)
attributes, and the network resources that are available, to users in an
Access Policy Group. (See page 3-23)

6. Create an Access Policy Group, with rules containing the Location, Time,
System, and Access Profile that is applied to users when they login. (See
page 3-32)

7. Assign Users to the appropriate Access Policy Group. (See page 3-38)

8. Deploy the configuration policies to the IDM Agent on the RADIUS server.
(See page 3-42)

IDM Usage Strategies

You can use IDM to simply monitor user activity on the network, or to apply
user authentication rules to improve network security and performance. The
following table identifies the IDM configuration for various deployment and
usage strategies for IDM.

Authenticate Authorize Strategy Description

VLAN QoS Rate-

x

xx

xx

xxx

xxxxx

Limit

Network

Resources

Monitor and report user activity.

Enhance normal RADIUS authentication with
Location, Time, and System rules

Provide rudimentary VLAN segregation
(Unknown Users, Guests, Visitors, Contractors)

Provide complete VLAN placement for all
Users

Provide QoS and Rate-limits per User

VLAN, QoS, and Rate-limit attributes, and
accessibility of defined Network Resources for
all users, based on Location, Time, and System

Table 2-1: IDM Deployment and Usage Strategies

2-4

Getting Started

Before You Begin

Understanding the IDM Model

The first thing to understand, is that IDM works within the general concept of
‘domains’ or ‘realms’. Basically, realms are very large organizational units;
every user belongs to one, and only one, realm. While it is possible to have
multiple realms, most organizations have only one, for example, hp.com or
csuchico.edu.

The basic operational model of IDM involves Users and Groups. Every User
belongs to a Group – in IDM these are called Access Policy Groups (APGs).
Each APG has an Access Policy defined for it, which governs the access rights
that are applied to its Users as they enter the network.

In the IDM GUI, the top level of the navigation tree is the Realm, with all other
information for APGs, and RADIUS Servers beneath the Realm in the naviga­tion tree. Users are linked to the Realm to which they belong, and the Access
Policy Group to which they are assigned.

The IDM configuration tools are available at the top level. The definition of
times, locations, network resources, and access profiles is independent of
individual Realms or Groups. You can define multiple locations, times, and
network resources, then create multiple access profiles to be applied to any
Access Policy Group, in any Realm that exists within IDM.

2-5

Getting Started
IDM GUI Overview

IDM GUI Overview

To use the IDM client, launch the PCM Client on your PC. Select the ProCurve
Manager option from the Windows Program menu to launch the PCM Client.

The PCM Client will start up and the Login dialogue is launched.

2-6

Figure 2-1. PCM Client Login dialogue.

If you did not enter a Username or Password during install, type in the default
Username, Administrator, then Click Login to complete the login and startup.

For additional information on using the PCM Client, refer to the ProCurve
Manager Network Administrator’s Guide.

Getting Started

IDM GUI Overview

Select the IDM Tree tab at the bottom left of the PCM window to display the
IDM Home window.

Figure 2-2. IDM Home Window

The IDM Home display provides a quick view of IDM status in the IDM Dashboard
tab, along with a navigation tree and access to menu and toolbar functions.
You can resize the entire window, and/or resize the panes (sub-windows)
within the Identity Management Home window frame.

NOTE: If the IDM Dashboard shows the IDM Agent Status as inactive, and the Inventory and

Logins panes show no data:

■ Check the PCM Events tab for the following entry:

"PCM remote client authentication failure: <ip address>"

■ Check for IDM application events related to devices "supporting" or

"not supporting" the configuration.

■ Check to make sure the access.txt file on the PCM (IDM) Server

system includes an IP address entry for each RADIUS server where
the IDM Agent is installed. See “Installing the IDM Agent” on page 2­2 for details.

2-7

Getting Started
IDM GUI Overview

IDM Dashboard

The IDM Dashboard tab (window) contains four separate panels, described
below.

Identity Management Status: The IDM Agent Status pane uses a color-coded histo-
gram to indicate the number of currently active (green) and inactive (red) IDM
Agents. Hovering with the mouse pointer over the bar displays the specific
number.

The Users per Access Policy Group pane uses a pie-chart to indicate the percentage
users currently assigned to various APGs. You can hover with the mouse
pointer over the segment to display the APG name and number of assigned
users.

Inventory: The Inventory panel lists the current number of Realms, RADIUS
Servers, Users, Access Policy Groups, Access Profiles, Locations, and Times
that are defined in IDM.

IDM Events: The IDM Events panel provides a summary of IDM Events by severity
type. Hovering with the mouse pointer over the event type displays the total
number of events of that type currently in the log. Clicking on the Events panel
will display the IDM Events tab, with a detailed event listing.

2-8

Logins/Hour: The Logins per Hour panel is a scrolling 24-hour display that summa-
rizes the total number of successful and failed IDM user logins at any given
time during the past 24 hours. Information in this panel is updated every
minute Hovering with the mouse pointer over the bar for a specific time period
displays the specific number of logins.

Getting Started

IDM GUI Overview

Using the Navigation Tree

The navigation tree in the left pane of the IDM window provides access to IDM
features using the standard Windows file navigation system. Click the nodes
to expand the list and change the display in the right window panel.

The IDM tree is organized as follows:

Realms: The top level of the tree lists each of the Realms that have been
discovered by an IDM Agent or defined manually. Clicking on the Realms node
in the tree displays the Realms List in the right panel of the window. Expanding
the node displays each Realm name in the tree, and Unassigned RADIUS
Servers if they exist.

Figure 2-3. Realms List tab

Clicking on the individual realm name in the tree displays the Realm Properties
tab in the right panel.

2-9

Getting Started
IDM GUI Overview

Figure 2-4. Realm Properties tab

Click the Users tab, underneath the realm Properties tab, to view a list of users
in the Realm that were discovered by the IDM Agent, or defined manually.

Figure 2-5. Realm Users tab

NOTE: There will be no auto-discovered Realm, Users, or RADIUS server until a user

has logged in to the network.

Expanding the Realm node in the tree will display the Access Policy Groups
and RADIUS server nodes for the Realm.

2-10

Getting Started

IDM GUI Overview

Access Policy Groups: Click the Access Policy Group node to display the Access
Policy Groups tab with a list of currently configured groups. You can also expand

the node to view the APGs in the tree.

Figure 2-6. Access Policy Groups tab

Click the individual group node in the tree to display the group’s Properties.

Figure 2-7. Access Policy Group Properties tab

The Users tab underneath contains the list of users currently assigned to the
Access Policy Group.

2-11

Getting Started
IDM GUI Overview

RADIUS Servers: Clicking the RADIUS Servers node displays the RADIUS List tab,

with status and configuration information for each RADIUS Server in the
Realm that has an IDM Agent installed, or that is manually defined.

Figure 2-8. RADIUS List tab

NOTE: If the RADIUS server is not in the IDM tree, check in the PCM Events for the

following message: "PCM remote client authentication failure: <ip address>"
Make sure the IP address for the RADIUS server is included in the access.txt
file on the PCM server. See “Installing the IDM Agent” on page 2-2 for details.

2-12

You can expand the RADIUS Servers node to view the servers in the tree. Click
the individual server to display the RADIUS Server Properties.

Figure 2-9. RADIUS Server Properties tab

Getting Started

IDM GUI Overview

The Activity Log tab underneath the properties display contains a listing of IDM
application events for that RADIUS server such as server startup, server
connections, user logins, IDM configuration deployment, etc.

Toolbars and Menus

Because IDM is a module within PCM, it uses the same Main Menu and Global
toolbar functions. Individual tabs or windows within the IDM module also
include separate component toolbars.

The functions available in the component toolbar vary based on applicable
functions for that component. Toolbar icons for disabled functions are grayed
out. The component toolbar options are described under the process they
support in the next chapter. You can hover with the mouse to display ’Tooltips’
for each icon.

Using Right-Click Menus

You can also access most of the functions provided with IDM via the "right­click" menus. To use the right-click menu, select an object (node) in the
navigation tree on the left of the screen, then right-click your mouse to display
the menu. You can also access the right-click menus when an item is selected
in a list on the tab window displays.

Figure 2-10. IDM Right-click menu

The options available in the right-click menu will vary based on the node or
list item you have selected. Disabled functions are grayed out.

2-13

Getting Started
Using IDM as a Monitoring Tool

Using IDM as a Monitoring Tool

Whether or not you configure and apply access and authorization parameters
using IDM, you can use IDM to monitor user sessions on the network and
generate usage reports. You can use the monitoring features along with the
IDM Reports to track usage patterns, user session statistics, bandwidth usage,
top users, and so on. The User session information can also be used to track
current user sessions and modify the User’s access to network resources if
needed.

NOTE: Session accounting must be enabled on the switch, and in IDM, for the

monitoring and User session accounting in IDM to work. Refer to the section
on "Radius Authentication and Accounting" in the Access and Security Guide
provided with the ProCurve switch for details on enabling session accounting.

You can enable or disable IDM monitoring using the IDM Preferences. Using
the IDM Preferences, you can also configure IDM to work with existing
"Endpoint Integrity" applications used to determine the compliance of the
authenticating clients to rules and requirements (for firewalls, anti-virus, etc.)
that have been set up in the domain.

NOTE: If you are using Web-Auth or MAC-Auth for user authentication, user session

statistics are unavailable from the switch and cannot be collected, unless you
are using a version of firmware on the switch that supports accounting for
Web-Auth and MAC-Auth sessions. Currently, only the latest versions of the
5300 support this; check the ProCurve web site for updates.

2-14

Using IDM as a Monitoring Tool

Getting Started

IDM Preferences

The IDM Preferences window is used to set up global attributes for session
accounting and archiving, as well as enabling the Endpoint Integrity option.

Click the Tools menu and select Identity Management to display the Global Prefer-
ences-Identity Management window.

Click on the option check boxes to select (check) or deselect (blank) the
option.

1. To enable Endpoint integrity, check the Enable Endpoint Integrity checkbox.
This will enable the Endpoint Integrity option in the Access Rules defini­tions, and you can configure an Access Rule with one of the Endpoint
Integrity options (Pass, Fail or ANY). When you enable Endpoint Integrity
and set the attribute in a Global Access Rule or Access Policy Group rule,

2-15

Getting Started
Using IDM as a Monitoring Tool

2. To collect information about user logins and logouts, check the Enable

3. To generate user session start and stop events and display them in the IDM

4. To reset all session accounting information whenever the server is

the IDM agent will look for the RADIUS attribute in the supplicant’s
authentication request and act accordingly, applying the defined access
rule based on the endpoint integrity system response.

User session accounting checkbox. This box must be checked if you want
to collect data for user logins and bandwidth usage, which is used for the
Bandwidth and User reports.

Events list, check the Generate Session Start and Stop Events box. This
option does not affect accounting or collection of session history and
statistical information. Turning this option off will reduce the load on your
IDM server and the GUI by eliminating two-thirds of the events created
for every user login and logout.

restarted, check the Reset accounting statistics when the management server
starts box. When this option is selected, IDM closes any open sessions and
resets the RADIUS Server totals to zero when the server restarts.

If the status of users—logged on or off—seems incorrect, it is possible
that the session accounting is out of sync. Use the Reset accounting
statistics option to correct the problem. This immediately closes any open
sessions (this has no effect on the user, only on the IDM accounting), and
resets user login counts on the RADIUS server to zero.

2-16

Existing accounting records are not removed by the Reset procedures, the
only effect is that currently open sessions are closed.

5. To ignore capability override warnings generated by switches that don't
support certain capabilities (e.g., VLAN, QoS, Bandwidth, and ACL over­rides), check the Ignore device capability warnings checkbox.

6. To send only those attributes supported by the device, check the Only send
supported device attributes to device checkbox.

7. If you wish to archive accounting records older than a specified time
period, uncheck the Disable session archiving box, and set the desired
archival time period in the Archive user sessions older than x days field.

8. To archive the user session archive file in a location other than the default

IDM data archive directory, type the desired path in the Archive file directory
field. The default path is:

C:\Program Files\Hewlett-Packard\PNM\server\idm\data

Using IDM as a Monitoring Tool

Getting Started

9. If you do not want to add a timestamp to the archive filename, uncheck
the Use timestamp in archive filename option.

If a timestamp is not used in the archive filename, the existing archive file
is overwritten each time user sessions are archived.

a. To insert a timestamp in the front of the archive filename, check the

Prepend timestamp to archive filename option.

b. To add a timestamp to the end of the archive filename, check the

Append timestamp to archive filename option.

10. Click Ok to save your changes and exit the window.

Click Apply to save your changes and leave the Preferences window open.

Click Cancel to close the window without saving changes.

2-17

Getting Started
Using IDM Reports

Using IDM Reports

IDM provides reports designed to help you monitor and analyze usage patterns
for network resources. The report options are available from the Tools menu.

The Report wizard screens and report parameters vary, depending on the type
of report selected.

When you select a report using the IDM Reports sub-menu, the Report wizard
is launched. Use the wizard to set filter options, and selectable data elements.
When you click Finish, the report is generated and the output displays on the
IDM Client, similar to the following example:

2-18

Getting Started

Using IDM Reports

You can save the report to a file, or print the report. To apply customized
Report Header information for your company, use the Reports option in the
global preferences. (Tools–> Preferences–> Global–> Reports)

The Schedule a report option in the Tools menu launches the Schedule Reports
Policy Wizard, which lets you schedule reports to be created at recurring
intervals.

Each of the available reports is summarized below, along with the report filter
options, and configurable report parameters, if applicable.

Configuration Report: The Configuration Report provides information describ­ing the configuration of the IDM systems, including: Realms, RADIUS servers,
Access Profiles, and Users configured in IDM. Each category is listed on a
separate page. You can filter out the User configurations in the report.

Unsuccessful Login Report: The Unsuccessful Login Report lists failed system
logins, which can be filtered by date. The report includes the following
information:

Date Date and time when the login failed

Username Username entered to log in

Realm Realm associated with the access policy group to which the user is

assigned

Friendly
Name

Access Policy Access policy group to which the user is assigned

Last Login Date and time the user last log in successfully

Denial
Reason

Name of user logging in with the username

Reason the login failed. Denial reasons can be generated by IDM or
the RADIUS server.

Bandwidth Usage Report: The Bandwidth Usage Report lists bandwidth usage
per User. the top 25 bandwidth users. You can filter the report to show results
by top Users, dates, Realm, and Access Policy Group. This report is helpful in
identifying candidates for throttling.

Note: You must have the Enable user session accounting option selected in the IDM

Preferences in order to collect Bandwidth and other user session data for
reports

2-19

Getting Started
Using IDM Reports

The following information is provided for each user included in the Bandwidth
Usage report:

Username Username used to login

Realm Realm (Access Policy Group and RADIUS server) to which the user

Access Policy
Group

Input Bytes
Output Bytes
Total Bytes

Connection Time Length of time the user was connected (in minutes) for the session.

is assigned

Access Policy Group governing a user's login to the RADIUS server

The number of bytes (KB) processed during the User’s session,
indicating the bandwidth usage for that user.

IDM Statistics: The IDM Statistics report provides information on the number
of logins, input bytes and output bytes, by day and hour. You can filter the
report by configuring it for any one, or combination of: Realm, Access Policy
Group, and Location.

Session History: The Session History Report provides details on user sessions.
You can filter the report by configuring it for any one, or combination of: dates,
Realm, Access Policy Group, and Location. You can also filter the report to
show the top results by bandwidth only.

Once the initial report dates and filters are set, you can also configure what
columns you want to include in the report. The available column headings
include:

RADIUS Server IP Location
MAC Address Device
Device Port VLAN
QOS Endpoint Integrity State
BW (Bandwidth)

2-20

User MAC Addresses: The User MAC Addresses provides a listing of MAC
Addresses in use, and allowed for use by Access Policy Group and User. You
can filter the report to get data for any one, or combination of Realm and
Access Policy Group.

Endpoint Integrity State: The Endpoint Integrity State report collects data on
the Endpoint Integrity State for users along with the date, and Access Profile
used. This report lets you see which User’s systems are compliant with your
host integrity solution. You can filter the report by date, and by one or more
of the following "State" types: Failed, Passed, and Unknown.

Getting Started

Using IDM Reports

User Report: The User Report lists information for recent sessions in which the
user participated, similar to the Session History report.

To display the User Report select a username in the Users tab of the Access
Policy Group or RADIUS Server window, and then click the User Report icon
in the toolbar.

Scheduling a Report

To schedule a report:

1. From the global toolbar select Reports–>Schedule a Report... option to launch
the Report Scheduling Wizard.

The Report Scheduling wizard works in the same manner as a policy (see
“Creating a Policy” in Chapter 10 of the ProCurve Manager Network
Administrator’s Guide), guiding you through the following steps:

2. Enter a Name and Description for the report in the Set Policy Properties
window

3. Click Next to continue to the Set Enforcement Schedule window.

4. Set the Enforcement Schedule for running the report. You can create a
recurring schedule (daily, weekly, monthly) for running the report

2-21

Getting Started
Using IDM Reports

.

a. Enter the Start date and time.

b. Click one of the radio buttons to select the Recurrence Pattern.

c. Click to select the End date option. Enter the End by date and time, and

Maximum occurrences as needed.

d. Click Next to continue to the Report Type window.

2-22

5. Click to select the Report Type from the list.

Getting Started

Using IDM Reports

6. Click Next to continue to the Report Filter window.

.

2-23

Getting Started
Using IDM Reports

7. Depending on the report type, select the Report Filters, to configure what
data is included in the report. For most reports you can filter by one or
more or the following: Dates, Realms, Access Policy Group, Location, or Users

a. Use the All Dates option to set the Start Date and End Date for data to

be included in the report.
The default report dates are from the first day of the month to the
current date. The Session Statistics Cleanup policy in PCM clears
resets the session total to zero on the first day of each month.

b. For some reports, such as IDM Session History, you also configure

the data columns to be included in the report output.

2-24

8. Click Next to continue to the Report Format window.

Getting Started

Using IDM Reports

9. Click the radio button to select the Report Format for output: PDF, HTML, or
CSV (comma separated values).

10. Click Next to continue to the Report Delivery Method window.

2-25

Getting Started
Using IDM Reports

11. Select the Delivery method: FT P, File, or Email from the pull-down menu. Then
set the parameters needed to define the delivery option (FTP server,
filename and path etc.) The wizard displays data entry fields for the
selected delivery method.

In order to use the Email delivery option, you must add an SMTP Profile in
the Preferences, as described under “Adding SMTP Profiles” on page 5-26
of the ProCurve Manager Network Administrator’s Guide.

Scheduled Reports appear in the PCM Policies list

To edit the report policy:

1. Select the report in the Policies list, then click the edit icon in the toolbar
to launch the report wizard.

2. Edit the report parameters, and the report schedule as needed.

To delete the report policy:

1. Select the report in the Policies list, then click the delete icon in the toolbar.

2. Click Yes in the confirmation pop-up to remove the report policy.

NOTE: Report output is limited to 40 pages. Therefore, to create a report on many

(1000+) items, you need to create separate reports to generate all the data.

You can access User Reports by right-clicking on the user in the Users tab
display in IDM, then select the report option.

2-26

Getting Started

Using IDM Reports

IDM Session Cleanup Policy

The IDM Session Cleanup Policy is included in the PCM+ policies by default
when you install IDM. The report statistics IDM reports are cleared by the
Session Statistics Cleanup policy (in PCM) on the first day of each month. You
can edit the policy if you want to change the cleanup recurrence schedule.

To modify the IDM Session Cleanup Policy:

1. Click the Policies icon in the global (PCM and IDM) toolbar at the top of
the window to display the list of Policies in PCM.

2. Select the IDM Session Cleanup Policy and click the modify icon in the toolbar
to start the policy wizard.

3. Click Next to continue to the Set Enforcement Schedule window.

2-27

Getting Started
Using IDM Reports

4. Set the Start Date for enforcement of the policy. The default is the start
date and time for IDM.
You can type in a new date and time, or use the arrows to increase or
decrease the date and time entries. Note that the time clock uses 24 hour
format; thus a time of 22:00 is used to indicate a start time of 10:00 pm.

Check (click) the Run ASAP checkbox to reset the session statistics
immediately.

5. You can change the session cleanup interval using the Recurrence pattern
options:

Table 9-1. IDM Session Cleanup Recurrence Pattern Options

If you select... The action is...

Never No further action is required (Policy definition is saved, but will not

be enforced).

One time No further action is required (the currently scheduled time is used

with no recurrences).

Hourly Type the number of hours and minutes to wait between session

cleanup. If you do not want the policy enforced on Saturdays and
Sundays, check the Skip weekend checkbox.

Daily Type the number of days to wait between session cleanups. If you

do not want the policy enforced on Saturdays and Sundays, check
the Skip weekend checkbox.

Weekly Check the boxes for the days of the week you want to enforce the

policy.

Monthly Click the Last day of the month button to enforce the schedule on

the last day of the month.
OR
Click the Day button and use the up or down arrows to select the

day of the month.

2-28

6. Click the radio button to select No end date, End by, or Maximum occurrences to
identify when the schedule should end.

• If you select No end date, the schedule will run at the selected intervals

until the policy is changed or deleted.

• If you selected End by, click the up and down arrows in the End by field

until the desired end date and time are shown.

• If you selected Maximum occurrences, type the number of times the policy

should be enforced before it is disabled automatically.

7. Click Finish to complete the process and exit the wizard.

User Session Information

Getting Started

User Session Information

You can use IDM to just monitor the network, and receive detailed information
about user's access to the network. The User Session information provides
statistics about exactly *how* the network is being used (when the user logged
in and out, where a user logged in from, and how much bandwidth they
consumed, for example). Based on the User Session information, you can
adjust access rights for users, further restricting or providing additional
network resources and access attributes as needed.

To review user session information,

1. Navigate to the Realm the user belongs to, and display the Users tab.

2. Click the Session Information tab in the Users tab toolbar to display the
Session Information window.

2-29

Getting Started
User Session Information

The Session List provides a listing of recent sessions, including the following
information:

Active True if the user is currently logged in for this session or False

Login Time Date and time the user logged in

Login
Successful

Location Name of the location where the user logged in

Access Profile Access profile assigned to the access policy group

if the session has ended

True if the user logged in successfully or False if login failed

governing the user’s permissions during the session

The User Properties tab of the User Status window contains the following
information:

Realm Realm to which the user is currently assigned.

Username Username used to login

Friendly Name Name of the user to which the username is assigned

MAC Address MAC address of the computer where the user logged in

Last login time Date and time of the most recent user login

Login Count Total number of times the user logged in during the report

period.

2-30

Click the Session Information tab to view additional user session information.

User Session Information

Getting Started

The Session Information tab of the User Status window contains the following
information:

Is Active True if the user is currently logged in for this session or False

RADIUS Server IP address of the RADIUS server that authenticated the user

Login was successful True if the user logged in successfully or False if login failed

Reason login was
unsuccessful

Session start Date and time the user logged in

Session end time Date and time the user logged out or the session was ended

Termination cause Reason the RADIUS server ended the session (e.g., user

Input octets Bytes received by the user during the session

Output octets Bytes sent by the user during the session

if the session has ended

If the login was unsuccessful, the reason the RADIUS server
or IDM denied the login (e.g., access policy group not found
for user or username/password incorrect)

logout, connection interruption, or idle timer expiration)

To track the user’s login location information for the session, click the Location
Information tab.

2-31

Getting Started
User Session Information

The Location Information tab of the User Status window contains the following
information:

Location name Name of the location where the user logged in

Device address IP address of the device used to login

Device port Port on the device used for the session

Click the Disable port or Enable port links to disable or re-enable the port used
for the session. For example, if you want to prevent the user from logging in
at a specific device or force the user to re-authenticate, you would use the
Disable port function. If you need to re-enable the port so the user can resume
the session, use the Enable port function.

2-32

Click the Access Information tab to display details about the access attributes
applied to the user session.

The Access Information tab of the User Status window contains the following
information:

User Session Information

Getting Started

Access Policy Group Access policy group that governs user permissions for the

Access Profile Access profile assigned to the access policy group.

QoS assigned Quality of service or priority for outbound traffic. QoS ranges

Rate limit assigned Maximum bandwidth allocated to user by the access

VLAN assigned The VLAN to which access is given. The DEFAULT_VLAN(1)

ACL The access control rules that were applied to the user's

session.

from lowest to highest.

profile.

is equivalent to allowing access on the entire network.

session on the switch or access point.

Finding a User

The Find User feature lets you search for and display information about a user
by name or MAC address. The displayed information is similar to User Session
Status information.

To find information for a user or MAC address:

1. In the IDM navigation tree, right-click the Realms or Access Policy Groups
folder to which the user or computer is assigned. Select Find User from the
right-click menu.

This launches the Find User window.

2. In the Username field, type the complete user name of the user you want
to find and display information (This field is not case-sensitive.),

OR

2-33

Getting Started
User Session Information

In the MAC address field, type the MAC address of the computer for which
you want to find and display information. The MAC address can be
separated by a vertical bar (|), hyphen, or colon or typed with no spaces.

3. Click the Only show active sessions checkbox to get only the information
on active sessions for the user.

4. Click Find to display information for the specified user or computer.

5. Click Close to exit the window.

User Reports

To review information for multiple sessions, run the User Report.

1. Select a username in the Users tab of the Access Policy Group or RADIUS Server
window.

2. Click the User Report icon in the toolbar. This launches the Report Wizard,
Report Filter window.

2-34

3. Click the check boxes to select the data columns.

4. Click Finish to run the report.

The report is displayed in a separate window on the IDM Client.

Using Identity Driven Manager

Chapter Contents

IDM Configuration Model. . . . . . . . . . . . . . . . . . . . . . . . 3-2

Configuration Process Review . . . . . . . . . . . . . . . . . . . . 3-2

Configuring Locations . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Configuring Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

Configuring Network Resources . . . . . . . . . . . . . . . . . 3-16

Configuring Access Profiles . . . . . . . . . . . . . . . . . . . . . 3-21

Defining Access Policy Groups . . . . . . . . . . . . . . . . . . 3-31

Configuring User Access . . . . . . . . . . . . . . . . . . . . . . . 3-37

3

Using Global Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-39

Deploying Configurations to the Agent . . . . . . . . . . . . 3-42

Using Manual Configuration . . . . . . . . . . . . . . . . . . . . 3-43

Defining New Realms . . . . . . . . . . . . . . . . . . . . . . 3-43

Modifying and Deleting Realms . . . . . . . . . . . . . . 3-44

Defining RADIUS Servers . . . . . . . . . . . . . . . . . . 3-45

Modifying and Deleting RADIUS Servers . . . . . . 3-46

Adding New Users . . . . . . . . . . . . . . . . . . . . . . . . . 3-47

Modifying and Deleting Users . . . . . . . . . . . . . . . 3-49

Using the User Import Wizard . . . . . . . . . . . . . . . . . . 3-50

Importing Users from Active Directory . . . . . . . . 3-51

Importing Users from an LDAP Server . . . . . . . . 3-57

Importing Users from XML files . . . . . . . . . . . . . . 3-68

3-1

Using Identity Driven Manager
IDM Configuration Model

IDM Configuration Model

As described in the IDM model on page 2-5, everything relates to the top level,
or Realm. Each User in the Realm belongs to an Access Policy Group (APG).
The APG has an Access Policy defined for it that governs the access rights that
are applied to its Users as they enter the network.

The Access Policy is defined using a set of Access Rules. These rules take four
inputs:

Using these input parameters, IDM evaluates each of the rules. When a
matching rule is found, then the access rights (called an Access Profile)
associated with that rule are applied to the user. The Access Profile defines
access provided to the network once the user is authenticated, including:

• Location (where is the user accessing the network from?)

• Time (what time is the user accessing the network?)

• System (from what system is the user accessing the network?)

• VLAN—what VLANs the user can access.

• QoS—"Quality of Service," from lowest to highest.

• Rate-limits—bandwidth that is available for the user.

• Network Resources—resources the user can access, by IP address

and/or protocol. These resources must be defined, similarly to the
Locations and Times used in the access rules.

3-2

Thus, based on the rules defined in the APG, the user gets the appropriate level
of access to the network.

In summary, for identity driven management each user in a Realm belongs to
one Access Policy Group. The Access Policy Group defines the rules that are
evaluated to determine the access policies that are applied at the switch when
the user connects to the network.

Configuration Process Review

Assuming that you opted to let IDM run long enough to discover the Realm,
users, and RADIUS server, your configuration process will be:

1. Define "locations" (optional) from which users access the network. The
location may relate to port-based VLANS, or to all ports on a switch.

2. Define "times" (optional) at which users will be allowed or denied access.
This can be by day, week or even hour.

Using Identity Driven Manager

IDM Configuration Model

3. If you intend to restrict a user’s access to specific systems, based on the
system they use to access the network, you need to modify the User profile
to include the MAC address for each system from which the user is
allowed to login.

4. Define the Network Resources that users will have access to, or will be
denied from using, if applicable.

5. Create the Access Profiles to set the VLAN, QoS, rate-limits (Bandwidth),
and network resources that are applied to users in Access Policy Groups.

6. Create the Access Policy Groups, with rules containing the Location,
Time, System, and Access Profile that will be applied to users when they
login.

7. Assign Users to the appropriate Access Policy Group.

Once the configuration has been completed on the IDM Client GUI, it needs
to be deployed to the IDM Agent on the RADIUS Server. The authorization
controls can then be applied when IDM detects an authenticated user login.
If you do not deploy the IDM configuration to the Agent on the RADIUS server,
it will not be applied.

NOTE: If you want to modify or delete an Access Policy Group, or the locations, times,

or access profiles used in the Access Policy Group, make sure your changes
will not adversely affect users assigned to that group before you deploy the
changes.

Configuring Identity Management

All of the elements described for configuring user access in IDM are available
in the Identity Management Configuration window.

To launch the Identity Management Configuration window:

1. Right-click on the Identity Management navigation tree, and select the
Configure Identity Management... option from the menu, or

2. Click the Configure Identity Management icon in the Realms window
toolbar.

The Identity Management Configuration default display is the Access Profiles
pane with the Default Access Profile.

3-3

Using Identity Driven Manager
IDM Configuration Model

Figure 3-1. Identity Management Configuration, default display

Click the node in the navigation tree to display the defined configuration
parameters and add or edit new configuration parameters, as described in the
following sections.

3-4

Using Identity Driven Manager

Configuring Locations

Configuring Locations

Locations in IDM identify the switch and/or ports on the switch and wireless
access points where users connect to the network. Users generally are allowed
to log in to the network from a variety of locations, IDM allows you to create
customized locations to match specific environments.

For example, a generalized company "location" may include all of the ports on
a switch, or multiple switches through which users can connect to the net­work. You can define a lobby location as a single switch, or a single port on
the switch, in order to restrict access to the network for visitors attaching to
the network in the lobby.

To configure a location:

1. Click the
tree to display the Locations panel.

Figure 3-2. Locations panel

Locations node in the Identity Management Co nfiguration navigation

3-5

Using Identity Driven Manager
Configuring Locations

Adding a New Location

To create a new location:

1. Click the

New Location icon in the toolbar to display the new locations

window.

2. Type in a Name for the location.

3. Type in a Description for the location.

4. Click Add device... to open the New Device window, and define the devices
and/or port combinations that will be included in the location.

3-6

Using Identity Driven Manager

Configuring Locations

5. Enter the Device to be added using the Device Selection pull-downs, or
select the Manually enter device address option.

Using the

Device Selection option:

a. Select a device group using the pull-down menu. This will enable the

Select Device pull-down menu in the next field.

b. Select a device from the pull-down list of available devices. The list

is populated with the IP address or DNS name for all (PCM managed)
devices in the selected group.

Using the

Manually enter device address option:

a. Click the check box to enable the data entry field below it.

b. Type in the IP address or DNS name of the device to be added.

6. Use the Port Selection to define the ports on the device that will be
associated with the location.

• Click to select Any port on the switch, or

• Click Select ports, then use the pull down lists to select the Begin and

End ports on the device that will be associated with the new location.

If you manually entered the device address, the

Begin port and End port

pull-down menus are disabled, and you must manually enter the ports.

7. Click Ok to save the New Device settings to the Location, and close the
window.

3-7

Using Identity Driven Manager
Configuring Locations

NOTE: If a switch in the device list is not configured to authenticate with the RADIUS

server, the settings in IDM will have no affect.

You can type in an IP address for non-ProCurve devices and if the device uses
industry standard RADIUS protocols, the settings should work; however, HP
does not provide support for IDM configurations with non-ProCurve devices.

8. The Device address and ports information is displayed in the

New Location

window.

9. Repeat steps 4 through 7 to add additional devices to the Location, or click
OK to save the new Location and close the window.

Modifying a Location

To edit the information for an existing Location:

1. Click the
tree to display the Locations panel, with the list of defined locations.

2. Double-click on a location in the navigation tree, or in the
open the (modify) location panel.

You can also select the location in the list, then click the
in the toolbar to display the Location in edit mode

3. Edit the location Name and Description as needed.

4. To edit the device configuration for the location

• To Modify the device settings, select the device in the list, then click

Locations node in the Identity Management Co nfiguration navigation

Locations list to

Edit Location icon

Edit device... to display the

Modify Device window.

The Modify Device window contains the same fields as the New
Device window. You can edit the ports associated with the location,
or you can choose a different device and reset the ports for the new
device. Click OK to save your changes and close the window.

3-8

The changes are displayed in the Location panel.

• To add another device, click Add Device.

• To delete a device, select the device in the list, then click Delete Device

5. Click OK to save the location changes and close the Locations window.

Click

Cancel to close the window without saving the changes. The original

location configuration will be maintained.

.

Using Identity Driven Manager

Configuring Locations

NOTE: When modifying Locations, make sure all devices for the location are config-

ured with the appropriate VLANs. If you Modify a Location that is part of a
VLAN (subnet) and that Location is currently used in an Access Policy Group
rule, IDM will check to make sure that the VLAN exists. If not, an error message
is displayed.

Deleting a Location

To remove an existing Location:

1. Click the

Locations node in the Identity Management Co nfiguration navigation

tree to display the Locations panel, with the list of defined locations.

2. Click on a location in the list to select it.

3. Click on the

Delete Location icon in the toolbar to remove the location.

The first time you use the Delete Location option, a warning pop-up is
displayed. Click Ok to continue, or

Cancel to stop the delete process.

4. The location is removed from the Locations list.

NOTE: If you modify or delete a Location, check to make sure that the changes do

not adversely affect users in Access Policy Groups where the Location is used.

3-9

Using Identity Driven Manager
Configuring Times

Configuring Times

Times are used to define the hours and days when a user can connect to the
network. When included in the Access Policy Group rules, the time can be
used to allow or deny access from specific locations at specific time. For
example, students might be allowed network access from the "Classroom"
location during weekdays, from 9:00 am to 5:00 pm, but denied access from
the Classroom at any other time.

To configure a Time:

1. Click the Times node in the Identity Management Configuration naviga­tion tree to display the Times panel.

3-10

The Times window lists the name and description of defined times. Double­click the time in the list, or select the time in the navigation tree to display the
Time’s properties, including:

Name Name used to identify the time

Description Brief description of the time

Tim e Time of day when the access policy group is active.

Days of week Days of the week when the access policy group is

active

Range Dates during which the "Time" will be in effect. A start

date must be specified.

Using Identity Driven Manager

Configuring Times

Creating a New Time

To configure a Time:

1. Click the
tree to display the

2. Click the
window.

Times node in the Identity Management Configuration navigation

Times panel.

Add New Time toolbar icon to display the Create a new Time

3-11

Using Identity Driven Manager
Configuring Times

3-12

3. Define the properties for the new time.

Name Name used to identify the time

Description Brief description of the time

Tim e Time of day when user will be accepted on the network. To allow

access the entire day, click the All day radio button.
To restrict access to specific hours of the day, click the From radio
button and type the beginning and ending times. The ending time must
be later than the beginning time. AM or PM must be specified.

Days of week Days of the week that a user will be accepted or rejected on the

network. Click the radio button next to the desired days. Click the
Custom radio button to enable the day(s) of the week check boxes.

Range Dates during which the time will be in effect. Select the Start Date and

then click the No End Date radio button, or select the End Date.

Table 3-1. IDM Time parameters

4. Click Ok to save the new "Time" and close the panel.
The new time appears in the Times window.

Using Identity Driven Manager

Configuring Times

Modifying a Time

1. Click the Times node in the Identity Management Configuration navigation
tree to display the Times panel.

2. Click on a
mode, similar to the

You can also select the

Time in the navigation tree to display the Time details in edit

Create a new Time panel.

Time in the list then click the Modify Time icon in

the toolbar to display the modify panel.

3. Modify the time parameters, as described in Table 3-1 on page 3-12.

4. Click Ok to save your changes and close the window

NOTE: If you modify or delete a Time, check to make sure that the changes do not

adversely affect users in Access Policy Groups where the Time is used.

Deleting a Time

To remove an existing Time:

1. Click the
tree to display the Times panel with the list of defined Times.

2. Click on a

3. Click on the

The first time you use the Delete Time option, a warning pop-up is
displayed. Click Ok to continue, or

Times node in the Identity Management Configuration navigation

Time in the list to select it.

Delete Time icon in the toolbar to remove the location.

Cancel to stop the delete process.

4. The Time is removed from the

Times list.

3-13

Using Identity Driven Manager
Configuring Times

Defining Holidays

To add holidays for use when defining Times in IDM:

1. Click the

Times node in the Identity Management Configuration navigation

tree to display the Times panel.

2. Click the Holidays icon in the toolbar to launch the

3. Click Add. to launch the

Add Holidays window.

Holidays window.

3-14

4. The Date field defaults to the current date. You can use the field buttons
to increase or decrease the date. You can also type in a new date.

5. In the Description field, enter the text that will identify the holiday in the
Holidays list.

6. Click OK to save the holiday and close the window.

The new holiday appears in the

Holidays list.

To edit a Holiday, select it in the Holidays list, then click Edit... This launches
the

Edit Holiday window, similar to the Add Holiday window.

To delete a Holiday, select it in the Holidays list, then click Delete... Click Yes
in the confirmation pop-up to complete the process.

Using Identity Driven Manager

Configuring Times

3-15

Using Identity Driven Manager
Configuring Network Resources

Configuring Network Resources

The Network Resources in IDM are used to permit or deny traffic to and from
specified sources and destination. This is done by configuring an IP-based
filter based on either:

■ The IP address (individual address or subnet address) of the source

■ The protocol (IP, ICMP, VRRP, etc.)

■ The TCP or UDP port (i.e., based on protocol and application, such

For example, you can create a Network Resource to restrict "guest accounts"
so that they only have access to the external Internet, and no access to internal
resources. Or you can define a resource that allows HR employees to access
the payroll systems, and denies access to all other employees.

Network Resource features can be used only for switches that support IDM­based ACLs. As of this writing, this includes only the 5300 with version E.10.02
and greater; check the ProCurve web site (www.procurve.com) for more
information.

or destination, or

as Telnet or HTTP)

3-16

To configure a Network Resource:

1. Click the
navigation tree to display the

Network Resources node in the Identity Management Configuration

Network Resources panel.

Using Identity Driven Manager

Configuring Network Resources

The Network Resources window lists the name and parameters for defined
resources, including:

Name Name used to identify the resource

IP Address IP Address for the switch associated with the resource ("any" if the

Network Mask The subnet mask for the IP Address.

Ports Device port(s) associated with the resource or Any if the resource is

Protocol The Protocol (UDP, TCP, or IP) used to filter access to the resource.

resource is being filtered by protocol).

being filtered by protocol.
Ports can be selected by number, or friendly port name. Refer to the
section on "Using Friendly (Optional) Port Names" in the Management
and Configuration Guide for your switch for details.

Double-click the Network Resource in the list, or select it in the navigation
tree on the left to display individual Network Resource configuration details.

Note that when you open the window, it is in "Edit" mode. You can modify the
entries in the display fields, and the changes are automatically saved when
you click Close. For details on the field entries, refer to the definitions under
“Adding a Network Resource” on the next page.

3-17

Using Identity Driven Manager
Configuring Network Resources

Adding a Network Resource

To define a Network Resource:

1. Click the

Network Resources node in the Identity Management Configuration

navigation tree to display the

2. Click the

Resource

Add Network Resource toolbar icon to display the Define Network

window.

.

Network Resources panel.

3-18

3. Define the properties for the network resource.

Name Name used to identify the network resource

Description Brief description of the network resource (optional)

Resource Attributes:

IP Address: To filter by device address, uncheck the Any Address checkbox and

type the IP address for the switch associated with the resource in the
IP Address field.

Use the Any address option if you will be filtering by Protocol and
application port only, and not by specific device or port.

Mask: The subnet mask for the IP Address (if used). Use the up/down buttons

[

▲, ▼] to set the mask number.

Table 3-2. IDM Network Resource parameters

Using Identity Driven Manager

Configuring Network Resources

Protocol: Select UDP, TCP, or IP to identify the protocol used to filter access to

the resource. Protocol can be used alone or with an IP address and
port parameters to define the network resource access.

To use a custom protocol number for a network resource, check the

Enter protocol number checkbox and type the protocol number (0-137)

Port: Any port is selected by default, which means all ports associated to

the IP address are included in the network resource definition. To
specify a port for the network resource, click the Any port checkbox
to de-select it and enable the Port field. Enter the port number, or
friendly port name* used for the resource.

Table 3-2. IDM Network Resource parameters

* Valid Friendly port names supported in IDM include: ftp, syslog, ldap,

http, imap4, imap3, nntp, pop2, pop3, smtp, ssl, telnet, bootpc, bootps,
ssh, dhcp, ntp, radius, rip, snmpsnmp-trap, tftp.

Note: If you are setting a resource to represent an application port such as "dhcp" or

"

smtp" or "http", you must make sure that you set the correct protocol, either

TCP or UDP. If you do not set the correct protocol, the rule will not operate as

intended at the switch or access point.

4. Click Ok to save the Network Resource definition and close the window.

All entries are saved immediately upon entry. This allows you to configure
several IDM features without closing and reopening the Configure Identity
Management window

Click

Cancel to close the window without saving your changes.

To Edit a Network Resource:

1. Click the
navigation tree to display the

2. Click in the list to select the network resource to edit, then click the

Network Resource

Network Resources node in the Identity Management Configuration

Network Resources panel.

Edit

toolbar icon to display the Define Network Resource win-

dow.

3. Edit the properties as needed. Refer to “Adding a Network Resource” on
the previous page for definitions.

4. Click Ok to save the Network Resource definition and close the window.

3-19

Using Identity Driven Manager
Configuring Network Resources

To Delete a Network Resource:

1. Click the
navigation tree to display the

Network Resources node in the Identity Management Configuration

Network Resources panel.

2. Click in the list to select the network resource to edit, then click the

Network Resource

toolbar icon.

3. Click Yes in the confirmation pop-up to complete the process.

The selected network resource is removed from the

Network Resources list

display.

Delete

3-20

Using Identity Driven Manager

Configuring Access Profiles

Configuring Access Profiles

IDM uses an Access Profile to set the VLAN, QoS, Bandwidth (rate-limits) and
Network Resource access rules that are applied to the user when they are
authenticated on the network. This is where the real benefits of "access
control" are realized. When users log in, the Access Profile dynamically
configures the switch or wireless access point settings to provide the proper
network access and resources for the user.

To begin, click the
navigation tree to display the Access Profiles window.

The Access Profiles window lists defined Access Profiles, including:

Name Name used to identify the profile

VLAN VLAN to which users are assigned when they log in

QoS The "Quality of Service" setting

Access Profiles node in the Identit y Management Config uration

Bandwidth The rate limits for outbound traffic

Description Brief description of the profile

The Access Profile tells the switch to override any local settings for the port
the user is accessing with the settings specified in IDM.

3-21

Using Identity Driven Manager
Configuring Access Profiles

Click the Access Profile node in the navigation tree, or double-click on a profile
in the list to display the details of the selected profile.

Figure 3-3.

The

Name, Description, and Access Attributes are the same as defined in the

Access Profiles list.

The

Network Resources section lists the Network Resources included in the

profile:

Priority The order in which the network resource rules are evaluated;

Action Indicates if access to the Network Resource is allowed or

Resource The defined network resource name.

Accounting Tells the switch to keep a count of the number of hits using this

the first one to match each incoming packet is applied

denied.

rule.

3-22

Using Identity Driven Manager

Configuring Access Profiles

Creating a New Access Profile

1. Click the Access Profiles node in the Identity Management Configuration
navigation tree to display the Access Profiles window.

2. Click the

Access Profile

Add Access Profile icon in the toolbar to display the Create a new

window.

3. Define the attributes for the Access Profile:

Name Name used to identify the Access Profile

Description Brief description of the Access Profile

VLAN Type in the VLAN or select one from the pull-down menu, which lists

VLANs configured in PCM.
The DEFAULT_VLAN(1) allows access across all segments on the
network. If another VLAN is specified, the user is only allowed access
to that network segment.

QoS The Quality of Service, or "priority" given to outbound traffic under this

profile. Select the setting from the pull-down menu.

Bandwidth The rate-limits applied for this profile. Use the up-down arrows to

increase or decrease the Bandwidth setting. The default setting is
1000 Kbps (1 Mbps)
NOTE: This is translated to a percentage of bandwidth at the switch.

Don’t Override Select this option for any of the Access Attribute parameters to use

the current settings at the switch when the user logs in.

Table 3-1: Access Attributes

3-23

Using Identity Driven Manager
Configuring Access Profiles

NOTE: If you are assigning any VLAN other than the default VLAN, ensure that the

VLAN is configured correctly on the all switches to which this access profile
will be applied before defining the access profile.

The VLAN that gets set for a user will override the statically configured VLAN,
as well as the
also that if an
the port is opened and the VLAN is set to the

4. To assign the Network Resources, click Edit... This launches the Network

Resource Assignment

auth-vid which may have been configured for that port. Note
unauth-vid is set and the user is rejected by IDM for any reason,

unauth-vid.

Wizard.

3-24

5. Click Next to continue to the Allowed Network Resources window.

Using Identity Driven Manager

Configuring Access Profiles

6. To permit access to Network Resources:

a. Select the Resource in the

Available Resources list. Use shift-click to

select multiple resources.

b. Move the

Available Resource(s) to the Allowed Resources list

(click >>)

c. Click Next to continue to the Denied Resources window.

3-25

Using Identity Driven Manager
Configuring Access Profiles

7. To deny access to Network Resources:

a. Select the Resource in the

Available Resources list. Use shift-click to

select multiple resources.

b. Move the

Available Resource(s) to the Denied Resources list

(click >>)

c. Click Next to continue to the Priority Assignment window.

3-26

Using Identity Driven Manager

Configuring Access Profiles

8. Set the priority (order of evaluation) for the Network Resources. To
change the priority, click the Resource in the list, then click Move down
or Move up. The first rule to match is the one that will be applied.

9. Click Next to continue to the Default Access window.

10. Select the option to tell IDM what to do if there are no matches found in
the network resource access rules.

3-27

Using Identity Driven Manager
Configuring Access Profiles

11. Click Next to continue to the Resource Accounting window.

12. Click the check box to enable the Accounting function (optional).
This enables tracking of hits on this resource on the switch or access
point. Use CLI on the switch to review the hits.

3-28

13. Click Next to continue to the Summary window.

Using Identity Driven Manager

Configuring Access Profiles

14. Click Finish to save the Network Resource Assignments to the Access
Profile and close the wizard.

Click

Back to return to a previous window to change the assignment, or

Click

Cancel to close the wizard without saving the changes.

Click

Start Over to return to the start of the Network Assignment Wizard.

Modifying an Access Profile

To modify an existing Access Profile:

1. Click the
navigation tree to display the Access Profiles window.

2. Click on an Access Profile in the list to select it.

3. Click the

Profile

Profile, similar to the

4. Modify the access profile parameters, as described for creating a new
profile. Click the
ments using the wizard.

5. Click Ok to save your changes and close the window

The changes are displayed in the Access Profiles list.

Access Profiles node in the Identity Management Configuration

Modify Access Profile icon in the toolbar to display the Modify Access

window. The Modify window shows the details of the Access

Create a new Access Profile window.

Edit... button to change the Network Resource Assign-

3-29

Using Identity Driven Manager
Configuring Access Profiles

NOTE: When modifying Access Profiles, make sure the appropriate VLANs are con-

figured on the network and at the switch. If you Modify the VLAN attribute in
an Access Profile that is currently used in an Access Policy Group rule, IDM
will check that the VLAN exists. If not, an error message is displayed.

Deleting an Access Profile

To remove an existing Access Profile:

1. Click the

Access Profiles node in the Identity Management Configuration

navigation tree to display the Access Profiles window.

2. Click on an Access Profile in the list to select it.

3. Click on the

Delete Access Profile icon in the toolbar to remove it.

The first time you use the Delete option, a warning pop-up is displayed.
Click Ok to continue, or

Cancel to stop the delete process.

NOTE: Before you modify or delete an Access Profile, make sure that your changes

will not adversely affect users in Access Policy Groups where the profile is
used.

3-30

Using Identity Driven Manager

Defining Access Policy Groups

Defining Access Policy Groups

An Access Policy Group (APG) contains rules that define the VLAN, rate-limit
(bandwidth), quality of service, and network resource access rules for users
in the group, based on the time, location, and system from which the user logs
in. You can also create rules to work in conjunction with third-party endpoint
integrity (Host Integrity) applications to verify that systems attempting to
connect to the network meet security requirements.

Each rule in an Access Policy includes the following parameters:

• Location - identifies the switch and/or switch ports where users

connect to the network. Location can identify physical wiring connec­tions or VLANs configured to segment the network

•Time

•System

• Enpoint Integrity

• Access Profile

Multiple access policy groups can be added to a realm, and multiple access
profiles, locations, and times can be referenced and configured in an access
policy group

When a user assigned to the APG is authenticated on the RADIUS Server, the
IDM Agent applies the appropriate rule, which can cause the switch or access
point to accept or reject the user, and modifies the RADIUS reply to provide
the appropriate network access to the user.

You can create an APG that does not have any limitations, that is, it allows
"Any" location, time, system, and accepts the default switch settings for VLAN,
QoS, and Bandwidth. This would allow you to use IDM to monitor logins and
network resource usage by user, without limiting user access to the network.

3-31

Using Identity Driven Manager
Defining Access Policy Groups

To begin, expand the Realms node to display the Access Policy Group node in the
IDM tree. Click to display the

Access Policy Groups tab.

You can expand the
individual APG node to display the policy

Access Policy Group (APG) node in the tree, and click the

Properties tab.

Creating an Access Policy Group

1. Click the Access Policy Group node in the IDM tree to display the Access

Policy Groups

2. Click the

Group

window.

tab.

Add Policy Group icon in the toolbar to display the New Access Policy

3-32

Using Identity Driven Manager

Defining Access Policy Groups

3. Type in a Name and Description for the Access Policy Group.

4. Click New... to display the

New Access Rule dialogue.

5. Select an option from the pull down menu for each field.

Location Lists the Locations you created by name, and the "ANY" option.

If you select ANY and the access profile for the rule points to a
VLAN, ensure that the VLAN is configured on every switch to
which users in this access policy group will be connecting

Tim e Lists the Times you created by name, and the ANY option.

System Systems from which the user can log in.

ANY allows user to login in on any system.
OWN restricts users to systems defined for that user. See

“Configuring User Systems” on page 3-48 for detail.

3-33

Using Identity Driven Manager
Defining Access Policy Groups

Access
Profile

Lists the Access Profiles you created by name, the Default
Access Profile, and a REJECT option. Select REJECT if the rule
will prohibit a user from logging in.

6. Repeat the process for each rule you want to apply to the APG.

7. The Access rules are evaluated in the order (priority) they are listed in the
Access Rules table. Use Move Up or Move Down buttons to arrange the
rules in the order you want them to be evaluated. IDM checks each rule
in the list until a match on all input parameters is found, then applies the
corresponding access profile to the user.

For example, if you want to allow a user to login in from any system during
the work week (Mon. - Fri.), but you want to deny access to users on the
weekend, you would:

• Create a Time for the weekend,

• Create an Access Profile to be applied during weekdays, "Default"

• Define two rules for the APG, similar to the following:

Location Time System Access Profile

ANY weekend ANY REJECT
ANY weekday ANY Default

When the user is authenticated, IDM checks the Access Policies in the
order listed. If it is Saturday or Sunday, the user’s access is denied. On any
other day, the user is allowed on the network. If the order were reversed,
IDM would never read the second rule because the first rule would provide
a match every day of the week.

3-34

8. Click OK to save the Access Policy Group and close the window.

IDM will verify that the rules in the APG are valid. If a rule includes a
defined VLAN (from the Access Profile) and the VLAN does not exist on
the network or devices for the location(s), an error message is returned
and you must fix the problem before the APG can be saved.

Click

Cancel to close the window without saving the Access Policy Group

configuration.

9. The new Access Policy Group is listed in the Access Policy Groups tab

Using Identity Driven Manager

Defining Access Policy Groups

Using IDM with Endpoint Integrity Systems

You can create access profiles in IDM to work in conjunction with endpoint
integrity (host integrity) applications to verify that systems attempting to
connect to the network meet security requirements. To use the Endpoint
Integrity support options you need to select the Endpoint Integrity option in
the IDM Preferences window (

Tools->Preferences->Identity Management).

With the Endpoint Integrity preference set, the
appear in the

Access Rules windows.

Endpoint Integrity option will

•Select PASS to apply the access rule in cases where the system the

user is logged in on passes the endpoint integrity check.

•Select FAIL to apply the access rule in cases where the system the user

is logged in on fails the endpoint integrity check.

•Select ANY to apply the access rule regardless of the status passed

from the endpoint integrity system.

For example, if you want to restrict access to a specific (remediation) VLAN
when the endpoint integrity check fails, create a Location that specifies the
remediation VLAN, then create an access rule that will put the user on that
Location if the Host Integrity value is

FAIL.

3-35

Using Identity Driven Manager
Defining Access Policy Groups

Modifying an Access Policy Group

1. Click the Access Policy Group node in the IDM tree to display the Access

2. Click on an Access Policy Group Name to select it.

Policy Groups

tab.

3. Click the

Policy Group

4. Modify the

Modify Policy Group icon in the toolbar to display the Modify Access

window.

Rules as needed by selecting different options from the pull-

down menus for each field. (see page 3-16 for field definitions).

5. Click Ok to save your changes and close the window.

Click

Cancel to close the window without saving the Access Policy Group

changes.

Deleting an Access Policy Group

1. Click the Access Policy Group node in the IDM tree to display the Access

Policy Groups

2. Click on an

3. Click the
Group.

tab.

Access Policy Group Name to select it.

Delete Policy Group icon in the toolbar to delete the Access Policy

3-36

Using Identity Driven Manager

Configuring User Access

Configuring User Access

The process of configuring User access to network resources using IDM is
simplified through IDM’s ability to learn User information from the RADIUS
server, and the use of Access Policy Groups.

Once you have configured the Access Policy Groups, you simply assign users
to an APG. The next time the user attempts to log in to the network, IDM uses
the rules in the user’s Access Policy Group to dynamically configure the edge
switch to provide the appropriate access to the network.

Click the

Users tab on the Access Policy Group or Realm window to display the

list of users.

The Users list identifies every defined user and contains the following infor­mation for each user:

Logged In Icon indicates whether the user is currently logged in:

User is logged in.
User is logged out.
The icon is greyed out if session accounting is disabled.

Username Name given to User’s login account.

Friendly Name User’s friendly name, if defined, else this is same as Username.

Realm Realm in which the user logs in.

Access Policy Group Access policy group to which the user is assigned.

Last Login Attempt Date and time the user last attempted to log in, regardless if the

login failed or succeeded.

3-37

Using Identity Driven Manager
Configuring User Access

Adding Users to an Access Policy Group

To assign a user to an access policy group:

1. Expand the

Realms node, then click the individual Realm to display the

Users tab, or expand the realm to display access policy groups. Click the

Users tab in the individual Realm or Access Policy Group window.

2. Select the users in the list, then click the
to display the

Select Access Policy Group window.

3. In the Assign selected Users to Access Policy Group

Add Users to APG icon in the toolbar

: field, use the pull-down

menu to select the access policy group to which you want to assign the
user(s).

If you select the

Default Access Policy Group from the assignment pull-down

menu, users can log into RADIUS servers, but they are not governed by
access policy group rules. IDM will still collect and display event informa­tion for users in the Default APG, as long as they are authenticated by the
RADIUS server.

4. Click Ok to save the assignments and close the window.

3-38

The new APG assignments are displayed in the Users list.

Changing Access Policy Group Assignments

To re-assign users to a different APG:

1. Click the access policy group or realm in the IDM tree, and then click the

Users tab in the Access Policy Group or Realm window.

2. Select the users in the list, then click the
to display the

Select Access Policy Group window.

3. Select a different option from the Assign selected Users to Access Policy
Group pull-down menu.

4. Click Ok

Group

in the confirmation pop-up, then click OK in the Select Access Policy

window to save your changes and close the window.

The new APG assignments are displayed in the Users list.

Add Users to APG icon in the toolbar

Using Identity Driven Manager

Configuring User Access

Using Global Rules

Global Rules can be used to provide an "exception process" to the normal
processing of access rules via Access Policy Groups. IDM will check for Global
Rules and apply them to the designated users before processing any access
rules found in Access Policy Groups. For example, you can use a Global Rule
to deny access to the network during a specific time period, such as a site
shutdown or during periods when network maintenance is being done.

Global Rules are typically used to apply to all users in a realm. They can also
be defined to apply to a single user or access policy group. Global Rules should
not take the place of existing rules defined within the Access Policy Groups;
they are intended for special use cases.

To display global rules, click on the
click the

The

Global Rules tab in the Realm display.

Global Rules tab provides the following information for defined global

Realm in the IDM navigation tree, then

rules:

Target User(s) or access policy group to which the rule applies

Location Location where the rule is used

Tim e Time that the rule is used

System System where the rule is used

Endpoint
Integrity

Access Profile Access profile governing user permissions during the session

Indicates the endpoint integrity status used by the rule.
This appears only if the Endpoint Integrity option is set in IDM
(Global) Preferences.

3-39

Using Identity Driven Manager
Configuring User Access

Creating a Global Rule is similar to creating Access Rules for an Access Profile
Group.

To create a global rule:

1. In the navigation tree, click on the realm that will use the global rule, then
click the

Global Rules tab in the Realm’s displ ay.

2. Click the

Add Global Rule button to display the New Global Rule window.

1. Select the Target Properties

• To use the global rule for all users in the realm, select the

All Users

• To use the global rule for a specific user, select Single User and type in

the user name.

• To use the global rule for an access policy group, click

Group

, and select the group from the drop-down menu.

Access Policy

Note: If you want to create a global rule for multiple users or multiple groups,

you do this by creating multiple rules, each referencing a single user, or
group.

2. Set the Access Properties for the Global Rule. This is similar to the process
used to define Access Policy Rules when you create an Access Policy
Group (see page 3-32)

3-40

Using Identity Driven Manager

Configuring User Access

a. Select the Location where the global rule will be applied, or "ANY".

b. Select the

c. Select the System where the global rule will be used, or "

Time when the global rule will be used, or "ANY".

ANY"

d. In the Access Profile field, select the access profile where the global

rule will be used.

e. If Endpoint integrity is enabled, select the option that indicates when

the rule will be applied, relative to the endpoint integrity status (

Fail, or Any)

Pass,

3. Click Ok to save your changes and close the

4. The new global rule appears in the

Global Rules list.

New Global Rule window

5. Similar to access rules, the global rules are evaluated in the order they are
listed in the Global Rules table. Use the

Move Up or Move Down button in

the toolbar to arrange the rules in the order you want them to be applied.
IDM checks each rule in the list until a match on all parameters is found,
then applies the matching rule.

Changing Global Rules

To edit Global Rules:

1. Navigate to the Global Rules window.

2. Select the rule you want to modify in the

3. Click the

Edit Global Rule icon to display the Edit Global Rules window.

4. Change the desired values, as explained for New Global Rule (on the
previous page).

5. Click Ok to save the changes and close the

To delete a Global Rule:

1. Navigate to the Global Rules window.

Rules list.

Edit Global Rules window.

2. Select the rule you want to delete in the

3. Click the

Delete Global Rule icon in the toolbar.

Rules list.

4. Click Yes in the confirmation pop-up to complete the process.

The rule is removed from the Global Rules list.

3-41

Using Identity Driven Manager
Deploying Configurations to the Agent

Deploying Configurations to the Agent

Once you have configured the Access Policy Groups and assigned users, you
need to deploy the configuration information to the IDM Agent. The Access
Policy Group assignments (including the locations, times, and Access Pro­files) are not applied until they get deployed to the IDM Agent on the RADIUS
server, and the user logs in again.

If you have added or changed any of the parameters included in the APG, but
have not yet deployed the changes, the IDM dashboard display will include a
warning note in red text indicating that you need to deploy the new configu­ration before changes will take effect. Deployment overwrites and replaces
the current configuration for that realm, on that RADIUS server.

To deploy the IDM authorization policy configuration:

1. Right-click on the

2. Select the

RADIUS Servers

3. Click Deploy to write the access policy information to the IDM Agent for
the selected Realms and the respective RADIUS Servers.

4. Click Close to exit the window.

After the new access policy configurations are deployed, the deployment
warning on the IDM Dashboard display is removed.

Deploy current policy to this realm option to display the Deplo y to

Realm in the IDM tree

window.

3-42

Using Identity Driven Manager

Using Manual Configuration

Using Manual Configuration

It is simplest to let the IDM Agent run and collect information about Realms,
including RADIUS servers and users in the Realm from the RADIUS server,
but you can also manually define information about the Realm, RADIUS
servers, and users in the IDM GUI.

Defining New Realms

If you have configured a new Realm that uses a RADIUS server on which you
have installed an IDM Agent, you can let the Agent learn the Realm information
automatically, or you can define the Realm using the IDM GUI.

To define a realm:

1. Click the

2. Enter the information for the Realm:

• Type the Name used to identify the realm.

•In the Alias field, type an alternate name that can be used for the realm.

• Type a brief Description of the realm to help identify the realm.

• To set the realm as the default realm, click the Use as default Realm

Add Realm icon on the toolbar to display the New Realm window.

For example a fully qualified realm Name can be
the Alias can be
Directory; and you should make sure that the IDM realm alias matches
the Active Directory "NETBIOS" name.

check box.
The default realm is used when IDM cannot determine the realm for
a RADIUS server or user login.

IDM. This is most useful when using IDM with Active

idm.main.procurve and

3. Click Ok to save the Realm information and close the window.
The new Realm appears in the Realms list, and the IDM Tree.

3-43

Using Identity Driven Manager
Using Manual Configuration

Modifying and Deleting Realms

To modify an existing Realm:

1. Select the

2. Click the

Realm window. (similar to the New Realm window).

Realm in the Realms list.

Modify Realm icon on the Realm list toolbar to display the Modify

3. Edit entries as needed for the Realm:

•The

•The realm

• To set the realm as the default realm, click the

Name used to identify the realm.

Description.

Use as default Realm

check box. The default realm is used when IDM cannot determine the
realm for a RADIUS server or user login.

4. Click Ok to save the Realm changes and close the window.

The Realm modifications appears in the Realm List and Realm Properties tab.

To delete a Realm:

1. Select the Realm in the Realm List.

2. Click the

Delete Realm icon in the toolbar.

3. A pop-up confirmation window is displayed.

3-44

When you delete a realm, the users and Access Policy Groups belonging
to the realm are also deleted. Click one of the radio buttons to indicate
what to do with users in the realm:

Delete users: Delete all users currently belonging to this realm.

Move users to: Reassign all users in the Realm to a different (new) Realm

(use the drop-down menu to select a new Realm for the user)

Click Ok to complete the realm delete process.

The selected realm is removed from the Realm list and IDM Tree.

Using Identity Driven Manager

Using Manual Configuration

Defining RADIUS Servers

You can let the IDM Agent learn about the RADIUS server on which it is
installed, or you can define the RADIUS Server in the IDM Client.

NOTE: You can have multiple RADIUS servers within your Realm. If you want IDM

to monitor and provide access control on each server, you need to install an
IDM Agent on each RADIUS server. The IDM Client displays information
received from each of the RADIUS + IDM Agents in the Realm.

To define a new RADIUS Server:

1. Right-click the

server...
Server

2. In the IP Address field of the new RADIUS Server window, type the IP
address of the server being defined.

3. In the Hostname field, type the name used to identify the server in reports
and displays.

4. The Realm field defaults to the Realm where you selected the RADIUS
Server folder. If you have more than one Realm, you can select the realm
assignment for the RADIUS server from the drop down menu.

5. In the Description field, type a brief description of the server.

from the drop-down menu to display the Define a New RADIUS

window.

RADIUS Servers folder in the IDM tree and select New RADIUS

6. Click Ok to save the RADIUS Server information and close the window.

The new RADIUS Server appears in the IDM Tree, and the RADIUS List.

3-45

Using Identity Driven Manager
Using Manual Configuration

Modifying and Deleting RADIUS Servers

To modify an existing RADIUS Server:

1. Use the IDM Tree to navigate to the

RADIUS Server you want to edit in the list.

2. Click the

RADIUS server

Modify RADIUS icon on the Radius List toolbar to display the Modify

window. (similar to the New RADIUS server window).

RADIUS List window, and select the

3. Edit entries as needed for the RADIUS Server:

•Edit the

• Edit the

• If you have more than one

IP address of the server being defined.
Hostname used to identify the server in reports and displays.

Realm, you can select the realm to which

you want to assign the RADIUS server from the drop down menu.

•Edit the

Description of the server.

4. Click Ok to save the RADIUS Server information and close the window.

The edited RADIUS Server information appears in the RADIUS List, and the
Properties tab for the server.

To delete an existing RADIUS Server:

NOTE: Before you can completely delete the RADIUS server, you need to uninstall

the IDM Agent on the server. Otherwise, the RADIUS server may be re­discovered, causing it to re-appear in the IDM tree.

1. Use the IDM Tree to navigate to the RADIUS List window, and select the

RADIUS Server you want to delete in the list.

3-46

2. Click the

Delete RADIUS icon on the Radius List toolbar.

3. A pop-up confirmation dialog is displayed:

4. Click Yes to complete the delete process and close the window.

The RADIUS Server is removed from the RADIUS List and the IDM Tree.