Stonesoft StoneGate IPS-1205 Appliance Installation Manual

Appliance Installation Guide

IPS-1205

Legal Information

Revision: SGAIG_IPS-1205_20100909

End-User License Agreement

The use of the products described in these materials is subject to the then current end-user license
agreement, which can be found at the Stonesoft website:
www.stonesoft.com/en/support/eula.html

Third Party Licenses

The StoneGate software includes several open source or third-party software packages. The appropriate
software licensing information for those products at the Stonesoft website:
www.stonesoft.com/en/support/third_party_licenses.html

U.S. Government Acquisitions

If Licensee is acquiring the Software, including accompanying documentation on behalf of the U.S.
Government, the following provisions apply. If the Software is supplied to the Department of Defense
(“DoD”), the Software is subject to “Restricted Rights”, as that term is defined in the DOD Supplement to
the Federal Acquisition Regulations (“DFAR”) in paragraph 252.227-7013(c) (1). If the Software is supplied
to any unit or agency of the United States Government other than DOD, the Government’s rights in the
Software will be as defined in paragraph 52.227-19(c) (2) of the Federal Acquisition Regulations (“FAR”).
Use, duplication, reproduction or disclosure by the Government is subject to such restrictions or successor
provisions.

Product Export Restrictions

The products described in this document are subject to export control under the laws of Finland and the
European Council Regulation (EC) N:o 1334/2000 of 22 June 2000 setting up a Community regime for the
control of exports of dual-use items and technology (as amended). Thus, the export of this Stonesoft
software in any manner is restricted and requires a license by the relevant authorities.

General Terms and Conditions of Support and Maintenance Services

The support and maintenance services for the products described in these materials are provided pursuant
to the general terms for support and maintenance services and the related service description, which can be
found at the Stonesoft website:
www.stonesoft.com/en/support/view_support_offering/terms/

Replacement Service

The instructions for replacement service can be found at the Stonesoft website:
www.stonesoft.com/en/support/view_support_offering/return_material_authorization/

Hardware Warranty

The appliances described in these materials have a limited hardware warranty. The terms of the hardware
warranty can be found at the Stonesoft website:
www.stonesoft.com/en/support/view_support_offering/warranty_service/

Trademarks and Patents

The products described in these materials are protected by one or more of the following European and US
patents: European Patent Nos. 1065844, 1189410, 1231538, 1259028, 1271283, 1289183, 1289202,
1304849, 1313290, 1326393, 1379046, 1330095, 131711, 1317937 and 1443729 and US Patent
Nos. 6,650,621; 6 856 621; 6,885,633; 6,912,200; 6,996,573; 7,099,284; 7,127,739; 7,130,266;
7,130,305; 7,146,421; 7,162,737; 7,234,166; 7,260,843; 7,280,540; 7,302,480; 7,386,525;
7,406,534; 7,461,401; 7,721,084; and 7,739,727 and may be protected by other EU, US, or other
patents, or pending applications. Stonesoft, the Stonesoft logo and StoneGate, are all trademarks or
registered trademarks of Stonesoft Corporation. All other trademarks or registered trademarks are property
of their respective owners.

Disclaimer

Although every precaution has been taken to prepare these materials, THESE MATERIALS ARE PROVIDED
"AS-IS" and Stonesoft makes no warranty to the correctness of information and assumes no responsibility
for errors, omissions, or resulting damages from the use of the information contained herein. All IP
addresses in these materials were chosen at random and are used for illustrative purposes only.

Copyright © 2010 Stonesoft Corporation. All rights reserved. All specifications are subject to change.

2

Introduction

Thank you for choosing Stonesoft’s StoneGate appliance. This guide
provides instructions for the initial hardware installation and the
maintenance of the IPS-1205 appliances. See Product Documentation
(page 4) for information on other available documentation.

The use of the appliance is subject to the acceptance of the End User
License Agreement, which can be found at the Stonesoft website.

Contents

Installation Procedure .................. 4

Product Documentation ................ 4

Safety Precautions ....................... 5

Unpacking the Appliance .............. 7

Front Panel .................................. 7

Back Panel .................................. 9

Rack-Mounting............................. 10

Connecting the Cables ................. 16

Initial Configuration ...................... 18

Maintenance Operations............... 27

Disposal Instructions ................... 29

Caution – Never open the covers of the appliance! There are no user
serviceable parts inside. Opening the covers may lead to serious
injury and will void the warranty. Read the Safety Precautions (page 5)
before you conduct any installation or maintenance operations on the
appliance.

Introduction 3

Installation Procedure

Management

Client

Management

Server

Initial

Configuration

File

USB Memory

Stick

Appliance USB Memory

Stick

Note – You must have a working Management Center on a separate
server to bring the appliance(s) operational. See the StoneGate
Management Center Installation Guide.

 To install the appliance

1. Configure the IPS element in the Management Client, and save

the initial configuration on a USB memory stick. See the IPS
Installation Guide.

2. Install the appliance into a rack and connect the cables. See

Rack-Mounting (page 10) and Connecting the Cables (page 16).

3. Insert the USB memory stick in a USB port on the appliance, and

turn on the appliance to import the initial configuration. See Initial
Configuration (page 18).

Product Documentation

Press F1 in any Management Client window to view the Online Help.
All PDF guides are available:

• On the Management Center CD-ROM (in the Documentation folder)

• At the Stonesoft website at http://www.stonesoft.com/en/support/
technical_support_and_documents/manuals/

Install the free Adobe Reader program to view the PDF documents
(available at www.adobe.com/reader/).

4 Installation Procedure

Safety Precautions

The following safety information and procedures should be followed
whenever working with electronic equipment. However, please be
advised that StoneGate Appliances are not end-user serviceable, and
you should never open the appliance covers for any reason. Doing so will
void any hardware warranty that may be associated with your appliance.

Electrical Safety Precautions

Basic electrical safety precautions should be followed to protect yourself
from harm and the appliance from damage:

• Be aware of the locations of the power button as well as the room's
emergency power-off switch, disconnection switch, or electrical
outlet. If an electrical accident occurs, you can then quickly cut power
to the system.

• Do not work alone when working with high voltage components.

• Use only one hand when working with powered-on electrical
equipment. This is to avoid making a complete circuit, which will
cause electrical shock. Use extreme caution when using metal tools,
which can easily damage any electrical components or circuit boards
with which they come into contact.

• Do not use mats designed to decrease electrostatic discharge as
protection from electrical shock. Instead, use rubber mats that have
been specifically designed as electrical insulators.

• The power supply cord must include a grounding plug and must be
plugged into a grounded electrical outlet.

Caution – Never open the appliance covers! There are no user
serviceable parts inside. The covers must be in place to ensure
proper cooling. Opening the covers will also void your warranty.

General Safety Precautions

Follow these rules to ensure general safety:

• Keep the area around the appliance clean and free of clutter.

• We recommend using a regulating uninterruptible power supply (UPS)
to protect the appliance from power surges, voltage spikes and to
keep your system operating in case of a power failure.

Safety Precautions 5

Power Supplies

Appliances with DC Power Supply

• The appliance must be used in a Restricted Access Location and the
users must be well-trained to operate it.

• The socket-outlet for pluggable equipment must be installed near the
equipment and must be easily accessible.

• Appliance inlet must have SPS approval or have min. 15 AWG wire
provided for the power supply.

• The Mains Supply plug on the power supply cord is the disconnect
device on the appliance. To disconnect the appliance, you must first
disconnect the mains and then disconnect the ground.

Appliances with AC Power Supply

• The appliance inlet is the disconnect device.

ESD Precautions

Electrostatic discharge (ESD) is generated by two objects with different
electrical charges coming into contact with each other. An electrical
discharge is created to neutralize this difference, which can damage
electronic components and printed circuit boards. Use a grounded wrist
strap designed to prevent static discharge.

Note – Use a UPS (Uninterruptible Power Supply) in critical
environments with your StoneGate appliance. If after a brief power
outage your StoneGate appliance only partially starts up (for example,
the power light is on, but the interface LEDs are off and the appliance
does not connect) turn the appliance off for five seconds and then
back on.

Operating Precautions

Care must be taken to assure that the appliance cover is in place when
the appliance is operating to ensure proper cooling. If this rule is not
strictly followed, the warranty may become void.

Operating and Storage Temperatures

The allowed operating temperature of the appliance is +5...+35ºC. The
allowed storage temperature is -20...+70ºC. Do not operate or store the
appliance in temperatures outside these limits.

6 Safety Precautions

Lithium Battery Precautions

1

2

3

Power button;

warning and disk

activity indicators

Port indicators

Serial

console

port

Two USB

ports

Caution – Do not change the battery; the battery must be replaced by
authorized service personnel only. Danger of explosion if battery is
incorrectly replaced. Replacement battery must be same or equivalent
type recommended by the manufacturer. Used batteries must be
discarded according to the manufacturer’s instructions. Short­circuiting the battery may heat the battery and cause severe injuries.

Unpacking the Appliance

Inspect the box the appliance was shipped in and note if it was
damaged in any way. If the appliance itself shows damage, file a damage
claim with the carrier who delivered it. Confirm that the Stonesoft anti­tamper tape on the appliance is intact.

Front Panel

The connectors are explained in detail in Connecting the Cables
(page 16). The front panel indicator lights are explained below.

Unpacking the Appliance 7

Power, Warning, and Disk Activity Indicators

Power

Disk Activity

Warning

Activity

Link

Table 1 Power, Warning, and Disk Activity Indicators

Indicator Status Explanation

Indicates power is being supplied to the

Green

system's power supply unit. This LED is

Power

illuminated when the system is operating
normally.

Yellow The appliance is in standby mode.

Warning Red Overheat alert. Blinks on fan failure.

Disk Activity Green Indicates hard drive activity when flashing.

Port Indicators

Table 2 Port Indicators

Indicator

Status Explanation

Activity Green Link ok, blinks on activity.

Link

LED above Bypass
Port (3-4 and 5-6)

8 Front Panel

Green 1G link.

Amber 100M link.

Yellow Bypass mode.

Back Panel

AC or DC power connector

Solid State Disk (SSD) Drive

Disk

Power

The indicators for the Solid State Disk (SSD) Drive are explained below.

Table 3 SSD Drive Indicators

Indicator Status Explanation

Power Blue A Solid State Disk is in the drive.

Disk Unlit This indicator is not currently used.

Back Panel 9

Rack-Mounting

This section provides information on installing the StoneGate appliance
into a rack unit. You can install the appliance into a two-post or a four­post rack unit.

Caution – Read the Safety Precautions (page 5) before proceeding.

Preparing for Rack-Mounting

The appliance delivery includes the rail assemblies and the mounting
screws you need to install the system into the rack.

Read the sections below before you begin the installation.

Choosing a Setup Location

Decide on a suitable location for the rack unit that will hold the
appliance:

• The appliance must be situated in a clean, dust-free area that is well
ventilated.

• Avoid areas where heat, electrical noise, and electromagnetic fields
are generated.

• Leave enough clearance in front of the rack to enable you to open the
front door completely (~63 cm/25 inches).

• Leave enough clearance in the back of the rack to allow for sufficient
airflow and ease in servicing (~76 cm/30 inches).

Rack Precautions

• Ensure that the leveling jacks on the bottom of the rack are fully
extended to the floor with the full weight of the rack resting on them.

• In single rack installation, attach stabilizers to the rack.

• In multiple rack installations, couple the racks together.

• Always make sure the rack is stable before extending a component
from the rack.

• Extend only one component at a time—extending two or more
simultaneously may cause the rack to become unstable.

10 Rack-Mounting

Appliance Precautions

• Determine the placement of each component in the rack before
starting the installation.

• Install the heaviest components on the bottom of the rack first, and
then work up.

• The appliance must be connected to a grounded power outlet.

• Use a regulating uninterruptible power supply (UPS) to protect the
appliance from power surges, voltage spikes and to keep your system
operating in case of a power failure.

• Always keep the rack's front door and all panels and components on
the appliances closed when not servicing to maintain proper cooling.

Before Installing the Appliance Into a Rack

• Make sure that the rack is securely anchored onto an unmovable
surface or structure before installing the appliance into the rack.

• Make sure that the system is adequately supported. Make sure that
all the components are securely fastened to the appliance to prevent
components falling off of the appliance.

• Be sure to install an AC power disconnect for the entire rack
assembly. This power disconnect must be clearly marked.

• The rack assembly must be properly grounded to avoid electric shock.

• The rack assembly must provide sufficient airflow to the appliance for
proper cooling.

Installing the Appliance Into a Rack

Note – Do not install the appliance upside down.

This section provides information on installing the appliance into a rack
unit. There are a variety of rack units on the market, so the assembly
procedure may differ slightly from what is instructed. If necessary, refer
to the instructions that came with the rack unit you are using.

If you are installing the appliance into a Telco-type rack, follow the
general directions below. The main difference in the installation
procedure is the depth of the rack and whether you are installing the
appliance into a two-post rack or a four-post rack. Proceed to one of the
following:

• Installing the Appliance Into a Two-Post Rack (page 12)

• Installing the Appliance Into a Four-Post Rack (page 13)

Rack-Mounting 11

Installing the Appliance Into a Two-Post Rack

 To install the appliance into a two-post rack

1. Locate the two rack-mounting brackets that are meant for the two-

post rack installation.

2. Attach a bracket to the appliance with three screws.

3. Repeat step 2 on the other side of the appliance.

4. Attach each bracket to the rack with two screws through the holes

in the front of the bracket: one screw through the top hole and
another through the bottom hole.

Caution – You must use two screws to attach each rack-mounting
bracket to the rack. Using only a single screw for each bracket does
not provide sufficient support and may cause damage to the
appliance.

Proceed to Connecting the Cables (page 16).

12 Rack-Mounting

Installing the Appliance Into a Four-Post Rack

This bracket attaches
to the appliance.

This bracket attaches to
the rack.

If you are installing the appliance into a four-post rack, the rack­mounting method depends on the depth at which the brackets are
attached to the rack:

• If the depth is 40-70 cm (c. 16-28 inches), see To install the
appliance with medium-length brackets below.

• If the depth is 67-86 cm (c. 27-34 inches), see To install the
appliance with long brackets (page 14).

 To install the appliance with medium-length brackets

1. Locate the two pairs of brackets in the delivery package: two short

brackets that attach to the appliance and two longer brackets that
attach to the rack.

2. Attach a short bracket to the appliance with two screws.

3. Repeat step 2 on the other side of the appliance.

4. Attach the two longer brackets to the back of the rack with two

screws through the holes at the back of each bracket: one screw
through the top hole and another through the bottom hole.

Caution – You must use two screws to attach each rack-mounting
bracket to the rack. Using only a single screw for each bracket does
not provide sufficient support and may cause damage to the
appliance.

5. Attach 2 or 3 screws with a wider head to a suitable position on

the side of the appliance.

Rack-Mounting 13

• These screws support the appliance when it is inserted into the

Inner Rail

Outer Rail

rack. The number and position of the screws depends on the
depth of the rack.

6. Repeat step 5 on the other side of the appliance.

7. Line up the screws that you have attached to the side of the

appliance with the groove in the brackets attached to the rack.

8. Slide the appliance into the brackets in the rack.

9. Attach the appliance to the rack with two screws through the holes

in the front of the shorter brackets: one screw through the top
hole and another through the bottom hole.

Caution – You must use two screws to attach each rack-mounting
bracket to the rack. Using only a single screw for each bracket does
not provide sufficient support and may cause damage to the
appliance.

Proceed to Connecting the Cables (page 16).

 To install the appliance with long brackets

1. Locate the two pairs of brackets in the delivery package: two inner

rails that attach to the appliance and two outer rails that attach to
the rack.

• There are two sets of long brackets available: brackets with green

and yellow locking tabs and brackets with blue locking tabs.

2. Detach the inner rails from the outer rails.

14 Rack-Mounting

3. Attach an inner rail to the appliance with three screws. The correct

Brackets with green and yellow locking tabs

Brackets with blue locking tabs

position of the screws depends on the set of brackets you use
(see the illustrations below).

4. Repeat step 3 on the other side of the appliance.

5. Attach the outer rails to the rack (depending on the bracket set

type):

• Brackets with blue locking tabs: Insert the outer rails to the rack.

• Brackets with green and yellow locking tabs: Insert the outer rails

to the rack (the rails are marked with L for “left” and R for
“right”), and lock the rails into position by pushing the yellow
locking tabs up. For additional security, you can also attach the
rails to the rack with screws.

6. Line up the rear of the inner rails with the front of the outer rails.

7. Slide the inner rails into the outer rails, keeping the pressure even

on both sides (you may have to depress the locking tabs when
inserting). The rails lock when the appliance has been pushed
completely into the rack.

Proceed to Connecting the Cables (page 16).

Rack-Mounting 15

Connecting the Cables

Two USB ports

Six Ethernet ports

Serial console

port

Connecting the Network Cables

 To connect the network cables

 Connect network cables to the Ethernet ports.

• The ports are numbered 0-5. The port numbers increase from left

to right.

• You are free to choose which Ethernet ports you connect to which

network. The ethernet ports are mapped to Interface IDs during
the initial configuration.

• If you have configured inline interfaces, ports 2-3 and 4-5 are

bypass pairs (fail-open ports). For example, if traffic enters
through interface 2, it exits through interface 3. Plug in the
network cables accordingly.

Cable Types

Always use standard cabling methods with inline IPS: use crossover
cables to connect the appliance to hosts and straight cables to connect
the appliance to switches/hubs. Make sure that the copper cables are
correctly rated (CAT 5e or CAT 6 in gigabit networks). See the IPS
Reference Guide for more information on cabling.

Speed/Duplex Settings

Network cards at both ends of each cable must have identical speed/
duplex settings. This also applies to the automatic negotiation setting: if
one end of the cable is set to autonegotiate, the other end must also be
set to autonegotiate. Gigabit standards require interfaces to use
autonegotiation—fixed settings are not allowed at gigabit speeds.

16 Connecting the Cables

The speed/duplex settings of inline interfaces must be matched on both
links within each inline interface pair (identical settings on all four
interfaces) instead of just matching settings at both ends of each cable
(two + two interfaces). If one of the links has a lower maximum speed
than the other link, the higher-speed link must be set to use the lower
speed.

Connecting the Appliance to the Power Supply

 To connect the appliance to the power supply

1. Connect the power cable to the power connector on the back of

the appliance.

2. Plug the power cord into a grounded, high-quality power strip that

offers protection from electrical noise and power surges.

• We highly recommend using an uninterruptible power supply

(UPS) to ensure continuous operation and minimize the risk of
damage to the appliance in case of sudden loss of power.

Note – Standby power is supplied to the system even when the
appliance is turned off.

Connecting the Cables 17

Initial Configuration

To start using the appliance, you must activate the network interfaces
and establish a secure connection to the Management Server as
outlined in the sections below.

To successfully complete this configuration, the following prerequisites
must be met:

• The Sensor, Analyzer, or Sensor-Analyzer element must be defined in
the Management Center.

• You must have the following engine-specific information from the
Management Server: a one-time password or a saved initial
configuration file on a USB stick.

See the IPS Installation Guide for details.

Note – The appliance must contact the Management Server before it
can be operational.

There are two ways to configure the engine software.

• You can configure the engine automatically with a USB stick. See
Configuring the Engine Automatically below.

• If the automatic configuration is not possible or desired, you can
configure the engine manually. See Using the Engine Configuration
Wizard (page 19).

Caution – The speed/duplex settings of a pair of inline interfaces
must match the speed/duplex settings of both links within each inline
interface pair (identical settings on all four interfaces). If the settings
are not identical, use the configuration wizard to set the correct
speed/duplex settings for the inline interfaces.

Configuring the Engine Automatically

The automatic configuration requires that you have a suitable
configuration saved on a USB memory stick. See the IPS Installation
Guide or the Online Help of the Management Client for details.

 To configure the engine from a USB memory stick

1. Insert the USB stick in one of the USB ports on the appliance.

2. Turn on the appliance using the power button. The appliance

automatically imports the configuration from the USB stick and
then tries to make the initial contact to the Management Server.

18 Initial Configuration

• If the connection is successful, the appliance automatically

reboots itself and the engine configuration is finished.

If you configure the engine with a USB stick, you must set a password
for the root account in the Management Client to enable command line
access to the engine. If you want to allow remote access to the engine
using SSH, enable the SSH daemon for the engine in the Management
Client. See the Administrator’s Guide for more information.

Proceed to After Successful Management Server Contact (page 26).

If the Automatic Configuration Fails

• If the automatic configuration fails, you can check for the reason in
the log (sg_autoconfig.log) written on the USB stick.

• If you see a “connection refused” error message, ensure that the
Management Server IP address is reachable from the engine and
check the IP addresses you have defined in the Management Client.

• If the configuration with the USB stick still does not succeed, remove
the USB stick from the USB port, and follow the instructions for the
manual configuration, see Using the Engine Configuration Wizard
(page 19).

Using the Engine Configuration Wizard

You can use the engine configuration wizard with all Management Center
and IPS engine versions. If you have saved the initial configuration on a
USB stick, you can import it in the configuration wizard to reduce typing.

 To start the configuration wizard

1. Connect appliance to a computer using the serial cable supplied

with the appliance.

2. On the computer, open a terminal with settings 9600bps, 8

databits, 1 stopbit, no parity.

3. Turn on the appliance using the power button. The engine bootup

process is shown in the console and, after some time, the engine
configuration wizard starts.

Note – You can (re)start the engine configuration wizard at any time
using the sg-reconfigure command on the engine command line.

Initial Configuration 19

 To select the configuration method

1

2

1. Do one of the following:

• To import a saved configuration, highlight Import using the arrow

keys and press E

NTER.

• To skip the import, highlight Next and press ENTER.

2. If you selected the Import option, select the configuration file.

 To set the keyboard layout

1. Highlight the entry field for Keyboard Layout using the arrow keys

and press E

NTER. The Select Keyboard Layout dialog opens.

2. Highlight the correct layout and press E

Tip: Type in the first letter to move forward more quickly in the list of keyboard

layouts.

NTER.

Note – If the desired keyboard layout is not available, use the best­matching available layout, or select US_English.

20 Initial Configuration

 To set the engine’s timezone

1

2

1

1. Highlight the entry field for Local Timezone using the arrow keys

and press E

2. Select the correct timezone in the dialog that opens.

Note – The timezone setting affects only the way the time is

displayed on the engine command line. The actual operation always
uses UTC time.

Note – The appliance’s clock is automatically synchronized with the
Management Server’s clock.

NTER.

 To set the rest of the OS settings

1. Type in the name of the engine.

2. Type in the password for the user root. This is the only account

for engine command line access.

Initial Configuration 21

3. (Optional) Highlight Enable SSH Daemon and press the spacebar

1

2

on your keyboard to select the option and allow remote access to
engine command line using SSH.

Note – It is not necessary to enable the SSH daemon now for ongoing
management, as this option can also be set through the Management
Client. We recommend that you enable the SSH access in the
Management Client when needed and then disable the access again
when you are done.

4. Highlight Next and press Enter. The Configure Network Interfaces

window is displayed.

Configuring the Network Interfaces

 To map the physical interfaces to Interface IDs

1. Type in the Interface IDs to define how physical interfaces are

mapped to the Interface IDs you defined in the engine element.

2. Highlight the Media column and press ENTER to match the speed/

duplex settings to those used in each network.

• Make sure that the speed/duplex settings of network cards are

identical at both ends of each cable. Also make sure that the
speed/duplex settings of inline interfaces match the speed/
duplex settings of both links within each inline interface pair.

3. (Optional; only sensors and sensor-analyzers) You can set your

sensor or sensor-analyzer temporarily to the initial bypass state that
allows traffic to flow through one or more soft-bypass interface
pairs. High-light Initial Bypass and press E

NTER to define the soft-

22 Initial Configuration

bypass interface pair(s). In the example below interface 1 is soft­bypassed with interface 2.

Note – Setting the appliance to the initial bypass state can be useful
during IPS appliance deployment when bypass network interface pairs
on the appliance are in the Normal mode. Initial bypass allows traffic
to flow through the IPS appliance until the initial configuration is ready
and an IPS policy is installed on the appliance. It is not necessary to
set the initial bypass state when the bypass network interface pairs
are in the Bypass mode.

4. Highlight the Mgmt column and press the spacebar on your

keyboard to select the correct interface for contact with the
Management Server.

Note – The Management interface must be the same that is
configured as the Primary Control Interface for the corresponding
engine element in the Management Center.

5. Highlight Next and press E

NTER to continue.

Initial Configuration 23

Contacting the Management Server

1

2

The Prepare for Management Contact window opens. If the initial
configuration was imported, most of this information is filled in. This
task has three parts.

First, you activate an initial configuration on the engine. The initial
configuration contains the information that the engine needs to connect
to the Management Server for the first time. The initial configuration is
replaced with a working configuration when you install an IPS Policy on
this engine using the Management Client.

 To activate the Initial Configuration

1. Highlight Switch to Initial Configuration and press spacebar to

activate.

2. Fill in the IP Address, Netmask and Gateway to Management

information according to your environment.

• The information must match what you defined for the engine

element (Primary Control IP Address). If the engine and the
Management Server are on the same network, you can leave the

Gateway to management field empty.

Note – The initial configuration does not contain any working IPS

policy. You must install an IPS policy on the engine to make it
operational.

In the second part of the configuration, you define the information
needed for establishing a trust relationship between the engine and the
Management Server.

24 Initial Configuration

 To fill in the Management Server information

1

2

3

2

1

1. Highlight Contact and press spacebar to select.

2. Fill in the Management Server IP address and the one-time

password for this engine.

• If you do not have a one-time password for this engine, see the

IPS Installation Guide for instructions on how to save an initial
configuration.

3. (Optional) Fill in the Key fingerprint (also shown when you saved the

initial configuration). This increases the security of the
communications.

In the third part of the configuration, you select whether you want this
engine to work as a Sensor, an Analyzer, or a combined Sensor-Analyzer
(depending on the appliance you have purchased). The selection you
make must correspond to the element you created for this engine in the
Management Client.

 To select the engine type

1. Select the type of engine using the arrow keys and the spacebar.

2. Highlight Finish and press E

The engine now tries to contact the Management Server.

• If you see a “connection refused” error message, ensure that the

one-time password is correct and the Management Server IP address
is reachable from the node. Save a new initial configuration if unsure
about the password.

NTER.

Initial Configuration 25

• If the engine is unable to contact the Management Server, make sure
there are no networking problems and that the IP address defined in
the IPS element on the Management Server is also correct.

Note – When initial contact succeeds, the engine receives a
certificate from the Management Center for identification. The one­time password is not needed anymore and automatically expires.

After Successful Management Server Contact

After you see a notification that Management Server contact has
succeeded or the appliance has rebooted itself after automatic
configuration with a USB stick, the IPS engine installation is complete
and the engine is ready to receive a policy. In a while, the engine
element’s status changes in the Management Client from Unknown to
No Policy Installed, and the connection state is Connected indicating
that the Management Server can connect to the node.

The next step is installing a security policy on the engine to replace the
initial configuration you just activated with the working configuration you
defined for the corresponding element on the Management Server. See
the IPS Installation Guide for basic instructions or the Online Help of the
Management Client for detailed instructions.

Caution – When using the command prompt, use the reboot
command to reboot and halt command to shut down the node. Do
not use the init command. You can also reboot the node using the
Management Client.

26 Initial Configuration

Maintenance Operations

Connecting to the Engine Command Line

You may need to connect to the engine command line, for example, to
undo a software upgrade.

 To connect to the engine command line

1. Connect the serial cable supplied with the appliance to the serial

port on the appliance and to a computer.

2. On the computer, open a terminal with settings 9600bps, 8

databits, 1 stopbit, no parity.

Reverting to Previously Installed Software Version

This procedure allows you to undo a software upgrade.
The appliance has two working partitions. One is designated as active

and the other as inactive. The inactive partition is used for upgrades and
the status is switched between the partitions when the upgrade is ready
to be activated. If the appliance does not start up with the new version,
it automatically switches to the previous configuration at the next
reboot. You can also switch back to the previously installed software
version manually as instructed here whenever necessary.

 To switch back to the previously active version

1. Connect to the engine command line as described above in

Connecting to the Engine Command Line.

2. (Re)start the appliance:

• If the appliance is powered on, press Enter, log in as the user

root with the password you have set for the appliance, and
issue the command reboot.

Note – When the appliance is powered and you need to unplug it,
always wait at least five (5) seconds before plugging in the appliance
again. Otherwise, the appliance may not have time to clear properly
and fails to start.

3. Wait until a boot menu is shown.

4. Select Switch to previously installed software version. Note the

indicated partition (A or B). The appliance switches partitions and
boots up.

Maintenance Operations 27

5. Refresh the policy on the engine to synchronize the policy and

other configuration data between components.

Note – If the certificate for system communications on the previously
used partition is not valid anymore, see the Troubleshooting section in
the Management Client’s Online Help for renewal instructions.

If you want to undo this operation, repeat the steps exactly as above.

Resetting the Appliance to Factory Settings

Note – Perform a factory reset only if you have a specific need to do
so. Consult Stonesoft Support before performing this operation if you
are unsure of whether this operation is necessary or not.

 To reset to factory settings

1. Connect to the engine command line as described in Connecting

to the Engine Command Line (page 27).

2. (Re)start the appliance:

• If the appliance is powered on, press Enter, log in as the user

root with the password you have set for the appliance, and
issue the command reboot.

Note – When the appliance is powered and you need to unplug it,
always wait at least five (5) seconds before plugging in the appliance
again. Otherwise, the appliance may not have time to clear properly
and fails to start.

3. Wait until a boot menu is shown.

4. Select System Restore Options from the boot menu.

5. Type 1 and press Enter to clear the settings. A confirmation

prompt is shown.

6. Type YES and press Enter to perform the reset. If you decide to

cancel the operation, type NO and press Enter.

Caution – Do not unplug the power from the appliance or interrupt the
reset in any way. If the reset is interrupted, the appliance may
become unusable until serviced.

To use the appliance after a factory reset, you must configure it as
explained in Initial Configuration (page 18).

28 Maintenance Operations

Replacing the Solid State Disk

Release buttonLever

Caution – We recommend using a grounding strap when handling a
Solid State Disk (SSD). Uninstalled SSDs are sensitive to ESD
damage.

If necessary, you can replace the Solid State Disk in the appliance with
another one of the same model.

 To replace the Solid State Disk

1. Connect to the engine command line as described in Connecting

to the Engine Command Line (page 27).

2. Shut down the engine:

• If the appliance is powered on, press Enter, log in as the user

root with the password you have set for the appliance, and
issue the command halt.

3. Unplug all power cords from the system or the wall outlets.

4. Locate the Solid State Disk drive on the appliance’s back panel

(see the illustration in Back Panel (page 9)).

5. Press the release button to release the lever that locks the disk

into position.

6. Pull the lever carefully to remove the disk from the drive.

7. Press the release button on the new disk to release the lever.

8. Insert the disk into the drive.

9. Press the lever down to lock the disk into position.

Disposal Instructions

Dispose of the appliance separately from household waste at an
appropriate waste disposal facility at the end of its useful service life.

Disposal Instructions 29

StoneGate Appliance Installation Guide

This booklet covers the initial installation and configuration tasks

specific to your StoneGate Appliance.

For information on how to prepare the Management Center for a new

engine installation, see the other available documentation. See inside

for further details.

All documentation and our technical knowledge base is available at:

www.stonesoft.com/support.

Copyright 2010 Stonesoft Corporation.

Stonesoft Inc.
Americas Headquarters

1050 Crown Pointe Parkway
Suite 900
Atlanta, GA 30338, USA
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Stonesoft Corporation

International Headquarters

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Fl-0021O Helsinki, Finland

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www.stonesoft.com