Webroot SME SECURITY QUICK START GUIDE
Quick Start Guide
This Quick Start Guide provides an overview for installing and configuring Webroot® SME Security. For more detailed
instructions, see the System Administrator Guide.
Planning the Installation
Before you begin installing Webroot SME Security, review the guidelines in this section.
Upgrade Support
If your company is currently running Webroot Spy Sweeper Enterprise 3.1 and a supported MS SQL database
(2000, 2005, or 2005 Express), you can upgrade to Webroot SME Security 3.1.5. However, if your company is
running a version of Webroot Spy Sweeper Enterprise prior to 3.1 or a DBISAM database, see the following
table for upgrade information. Also, if you are running older versions of the Spy Sweeper Clients, most of
them are still supported, except for version 2.1.
If Your Company is Running ... Follow These Steps ...
Webroot Spy Sweeper Enterprise
3.0 or lower
DBISAM database
Webroot Spy Sweeper Clients
2.5.1, 3.0, or 3.1
Webroot Spy Sweeper Client 2.1 This version is no longer supported. You must upgrade to the new Webroot
Yo u must upgrade to Webroot Spy Sweeper Enterprise 3.1 before you can
install Webroot SME Security 3.1.5. Contact your Webroot Sales
representative or Webroot Support for more information.
The DBISAM database is no longer supported. See the System Administrator
Guide for instructions.
These previous versions of the Client are supported for older operating
systems. You do not need to upgrade these clients unless you want to do so.
Client or to one of the versions listed above.
Webroot Component Requirements
Before installing Webroot SME Security, review the requirements for the main components: Webroot Server,
Webroot Clients, and Distributors. (If your internal network is complex or uses proxy servers, or if you run
firewall programs at the desktop or server level, see Appendix A of the System Administrator Guide.)
Webroot Server Requirements
Operating system: Windows 2000 Pro or Server with SP 4 or
Windows XP Pro with SP 2 (see the System Administrator Guide for important notes) or
Windows 2003 Standard, Enterprise, R2, or Small Business Server with SP1
CPU: 1 GHz minimum
Memory: 1 GB minimum
Disk space: 1 GB minimum
Database support: Microsoft SQL Server 2005 Express Edition (English language; free download) or
Microsoft SQL Server 2000 or 2005
Webroot Software, Inc. • PO Box 19816 • Boulder, CO 80308 • www.webroot.com
Copyright: © 2006 Webroot Software, Inc. All rights reserved.
Webroot Server Requirements (Continued)
Browser: Internet Explorer 6.0 SP1 or later
Network requirements: The Webroot Server components require the following network access:
Client Service (WebrootClientService.exe):
• Requires local network access.
Update Service (WebrootUpdateService.exe):
• Requires local network and Internet access.
• Requires outbound access for HTTPS requests on port 443 for your company server.
Admin Console (WebrootAdminConsole.exe):
• Requires local network access.
• Requires use of port 50003 on your server, by default. The Distributor Service on your
server uses the same port.
• Secure Sockets Layer (SSL) access requires use of port 50023.
Webroot Client Requirements
Operating system: Windows 2000 Pro or Server or
Windows XP Home, Professional, or Tablet or
Windows 2003 Standard, Enterprise, or Small Business Server
CPU: 1 GHz minimum
Memory: 128 MB RAM minimum; 256 MB RAM or more recommended
Disk space: 100 MB free space
Browser: Internet Explorer 6.0 SP1 or later
Network requirements: The Webroot Client components require the following network access:
CommAgent™ (CommAgent.exe):
• Requires local network access.
• Requires use of ports 50001 and 50002 on the client workstation.
Webro ot C lie nt (SpySweeperUI.exe):
• No network access requirements.
Spy Sweeper Engine (SPYSWEEPER.exe):
• Requires local network or Internet access, depending on which is needed to access
the company server.
Webroot Distributor Requirements*
Operating system: Windows 2000 Pro or Server with SP 4 or
Windows XP Pro with SP 2 or
Windows 2003 Standard, Enterprise, or Small Business Server with SP1
CPU: 1 GHz minimum
Memory: 1 GB minimum
Disk space: 1 GB minimum
Network requirements Distributor Service (WebrootUpdateDistributor.exe):
• Requires local network access.
• Requires use of port 50003 on your server. The Admin Console service on your
company server uses the same port.
* This Distributor Service can be installed on additional servers to manage clients in different geographical locations. For
more information about deploying multiple distributors, see the System Administrator Guide.
2 Planning the Installation
Installing Components
Follow these steps to install the SQL database, the Webroot Server, Webroot Clients, and the Distributor.
Configuring a SQL Server Database
As a first step, you must install and configure either a SQL Server or SQL Server Express database. (Do not
use the SQL Server Express version if you have a large number of distributors. For more information, see the
System Administrator Guide.) See the following table for important database installation notes.
Database Installation Notes
Microsoft SQL Server
2000 or 2005
Microsoft SQL Server
2005 Express Edition (free
download)
If you are using SQL Server 2000 or 2005 for your database, you must create the
database before installing the Webroot Server. Make sure you have the user name and
password available before installing the Webroot Server. In addition, you may also want
to create a system data source name (DSN) if you experience problems connecting to the
database.
When you install the Webroot Server, the installer attempts to enable TCP/IP access and
the correct authentication mode (mixed mode). If you have problems with the database
configuration, refer to Webroot’s Knowledge Base available from:
http://webrootenterprise.supportportal.com/Portal/Home.aspx
If you are using SQL Server 2005 Express for your database, you can either install it in
advance or link to it from the Webroot SME Security installer to download and install it
from there. You must also install Microsoft .NET Framework 2.0, which can also be
accessed from the Webroot Server installer.
During the database installation, make sure you select Mixed Mode for the
authentication mode.
If you have an existing Webroot Spy Sweeper Enterprise 3.1 installation and a DBISAM database, see the
System Administrator Guide for instructions. The DBISAM database is no longer supported.
Installing and Configuring the Webroot Server
Follow these instructions to install the following Server executables:
• Client Service. Controls communications between the Webroot Server and Webroot Clients.
• Update Service. Controls updates from the Webroot Update Server.
• Admin Console. Provides a user interface for administering Webroot SME Security.
(When installing the Webroot Server on Windows Server 2003 Service Pack 1, you may receive various errors
and the installation may fail. To resolve installation problems see the System Administrator’s Guide.)
The following table provides important information required during Webroot Server installation.
Required Information for Webroot Server Installation
Database Connection In the Database Connection Information screen, you must enter the following
information about your SQL database:
• SQL Server Name
•Instance Name
• Database Name
• SQL User Name
• Password
You will use either MS SQL Server or SQL Server Express. You need the above
information regardless of which version of MS SQL Server you are using.
Keycode In the Company Information screen, you must enter your unique Key Code. If you
purchased Webroot SME Security through a sales representative or online, you received
your Key Code in an e-mail message. You can copy the Key Code from the message and
paste it in. If you purchased Webroot SME Security from a store or received it already
installed on your new computer, the Key Code is on the product packaging.
Quick Start Guide 3
Required Information for Webroot Server Installation (Continued)
User Name and Password In the Default Admin Account screen, you will create a user name and password to
access the Admin Console. Make sure you write down this name and password and keep
it somewhere safe.
Proxy Server If you use a proxy server to access the Internet, you must enter your proxy server name
or IP address and the port number in the Proxy Settings screen. If your proxy server
requires authentication, you must enter the server’s user name and password.
Email Settings In the Email Settings screen, you can enter the following information for e-mail
notifications:
• Host name: fully qualified domain name for your e-mail server (SMTP server) used
for outgoing mail.
• From address: the e-mail address that notification messages will come from.
• SMTP login: the user name and password (if your SMTP server requires a login).
Client Services In the Server Settings screen, you must specify the IP address or host name that the
client workstations will use to communicate with your company server. For IP
resolution, use the IP address of the network interface card (NIC) visible to client
workstations. For host name resolution, select or enter the fully qualified domain name
of your server (requires a properly configured DNS environment).
You must also specify the port on your company server that the Client Service will use
to communicate with your client workstations. The default port is 50000. Be sure that
the port you use is not used by another process.
Service Credentials In the Service Credentials screen, you can enter a user name and password for your
domain, which is necessary if you want to install the Webroot Client on workstations
from the Admin Console.
To install the Webroot Server components:
1. Log into the system with Administrative rights.
2. Make sure all Windows programs are closed.
3. Start the installation program, as described in the following table.
To install from a CD: To install from a downloaded file:
1. Insert the CD into your CD drive.
If the installation options do not display
automatically, use Windows Explorer to navigate
to your CD drive. Then double-click
WebrootServerSetup.exe to start the installation.
2. Click Install Webroot SME Security to start the
installation and display the Welcome window.
1. Follow the instructions on the Web site to download the
WebrootServerSetup.exe file.
2. Go to where you downloaded the file.
If you downloaded the file to your Windows Desktop,
you will see an icon on your desktop. If you downloaded
the file to a different location, use Windows Explorer to
navigate to the file.
3. Double-click WebrootServerSetup.exe to start the
installation and display the Welcome window.
4. At the Welcome screen, click Next.
The License Agreement window opens.
5. Read the license agreement and select the I Accept the License Agreement option if you agree with
the content.
If you want to print the license agreement, click Print.
The Installation Checklist window opens.
6. Make sure that you have the information and that your system meets the listed system requirements.
Select each item in the checklist and click Next.
The next screen to open depends on whether a SQL Server 2000 or 2005 database is installed, no
database is installed, or a SQL Server Express database is installed.
4 Installing Components
If SQL Server 2000 or 2005 is installed:
The Database Connection windows opens. Skip to step 7 for entering database connection
information.
If no database is installed:
The Prerequisites window opens with links to download and install SQL Server Express and .NET
2.0. (Installing .NET 2.0 is required only if you are using SQL Server Express.) If you want to install
SQL Server Express or .NET 2.0, click the links provided, download the files, and follow the
installation wizards.
Be sure to remember the database name, user name, and password you set during the SQL Server
Express installation. You will need this information when you continue with the installation of the
Webroot Server.
When you install SQL Server Express, you can accept all the default values during the installation.
However, you must select the Mixed Mode option in the Authentication Mode window.
After you make these changes, the Database Connection window opens.
If SQL Server Express is installed:
The SQL Server Express Settings window opens, indicating that Setup has detected SQL Server
Express on your system, but that some settings are incorrect.
Quick Start Guide 5
Select the Attempt to Fix the Incorrect SQL Server Express Settings option and click Next.
If you select Continue without Repairing the SQL Server Express Installation option, you must
change the SQL Server Express settings yourself before Webroot SME Security will work with the
database. For more information, refer to the Webroot Knowledge Base available from:
http://webrootenterprise.supportportal.com/Portal/Home.aspx
The Database Connection window opens.
7. In the Database Connection window, verify that the database information is correct, enter the
password, and click Next.
SQL Server Name: Name of the server that is running MS SQL Server or SQL Server Express.
Instance Name: For SQL Server Express, enter the name of the instance that you defined for
Webroot SME Security data.
For MS SQL Server, leave this field blank unless you know the SQL Server
instance you want to use.
Database Name: Name of the database you defined for Webroot SME Security data.
SQL User Name: User name you defined for the Webroot SME Security database in SQL Server
or SQL Server Express.
Password: Password you defined for the Webroot SME Security database in SQL Server
or SQL Server Express
.
6 Installing Components
The Company Information window opens.
8. In the Company Information window, enter the registration and Key Code information and click
Next.
Registered User: Name of the person who will be the registered user of Webroot SME Security
and the Admin Console.
Company Name: Name of your company.
Keycode: Unique code that identifies the rights and privileges associated with your
installation, such as the number of licenses you have purchased.
If you purchased Webroot SME Security through a sales representative or
online, you received your Key Code in an e-mail message. You can copy the
Key Code from the message and paste it in. If you purchased Webroot SME
Security from a store or received it already installed on your computer, the
Key Code is on the product packaging.
Be sure to include the braces.
Quick Start Guide 7
The Default Admin Account window opens.
9. In the Default Admin Account window, enter a user name and password, then click Next.
Be sure to write down your user name and password. You must remember this name and password to
access the Admin Console.
User Name: Login name to access the Admin Console.
Password:
Retype Password:
Password for the login.
The Start Menu Entry window opens and shows the default Start menu folder.
10. If you want to use the default folder, click Next. If you want to use a different Start menu folder, enter
a new name or select an existing folder.
8 Installing Components
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