Installation Guide
McAfee Enterprise Mobility Management 12.0 Software For use with ePolicy Orchestrator 4.6.7-5.1 Software
COPYRIGHT Copyright © 2014 McAfee, Inc. Do not copy without permission.
TRADEMARK ATTRIBUTIONS McAfee, the McAfee logo, McAfee Active Protection, McAfee DeepSAFE, ePolicy Orchestrator, McAfee ePO, McAfee EMM, Foundscore, Foundstone, Policy Lab, McAfee QuickClean, Safe Eyes, McAfee SECURE, SecureOS, McAfee Shredder, SiteAdvisor, McAfee Stinger, McAfee Total Protection, TrustedSource, VirusScan, WaveSecure are trademarks or ed trademarks of McAfee, Inc. or its subsidiaries in the United States and other countries. Other names and brands may be claimed as the property of others. Product and feature names and descriptions are subject to change without notice. Please visit mcafee.com for the most current products and features.
LICENSE INFORMATION License Agreement NOTICE TO ALL S: CAREFULLY READ THE APPROPRIATE LEGAL AGREEMENT CORRESPONDING TO THE LICENSE YOU PURCHASED, WHICH SETS FORTH THE GENERAL AND CONDITIONS FOR THE USE OF THE LICENSED SOFTWARE. IF YOU DO NOT KNOW WHICH TYPE OF LICENSE YOU HAVE ACQUIRED, PLEASE CONSULT THE SALES AND OTHER RELATED LICENSE GRANT OR PURCHASE ORDER DOCUMENTS THAT ACCOMPANY YOUR SOFTWARE PACKAGING OR THAT YOU HAVE RECEIVED SEPARATELY AS PART OF THE PURCHASE (AS A BOOKLET, A FILE ON THE PRODUCT CD, OR A FILE AVAILABLE ON THE WEBSITE FROM WHICH YOU ED THE SOFTWARE PACKAGE). IF YOU DO NOT AGREE TO ALL OF THE SET FORTH IN THE AGREEMENT, DO NOT INSTALL THE SOFTWARE. IF APPLICABLE, YOU MAY RETURN THE PRODUCT TO MCAFEE OR THE PLACE OF PURCHASE FOR A FULL REFUND.
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McAfee Enterprise Mobility Management 12.0 Software
Installation Guide
Contents
1
Preface
5
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Find product documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 5 5 6
Planning your installation
7
McAfee EMM components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Server components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Client components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Configuration overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 High Availability configuration (multiple servers) . . . . . . . . . . . . . . . . . . . 8 Enhanced security configuration (dual servers) . . . . . . . . . . . . . . . . . . . 10 Basic security configuration (single server) . . . . . . . . . . . . . . . . . . . . 10 Installation requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Certificate requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Network requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
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Installing in enhanced or basic security configurations
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Install the McAfee EMM extension bundle in ePolicy Orchestrator . . . . . . . . . . . . . . . Run the Deployment Helper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Install McAfee EMM server components . . . . . . . . . . . . . . . . . . . . . . . . . Add McAfee EMM as a ed server in ePolicy Orchestrator . . . . . . . . . . . . . . .
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Upgrading in enhanced or basic security configurations
21
Upgrade the McAfee EMM ePolicy Orchestrator extension bundle . . . . . . . . . . . . . . . Upgrade McAfee EMM server components . . . . . . . . . . . . . . . . . . . . . . . . Upgrade McAfee EMM server components in enhanced security configurations . . . . . . Upgrade McAfee EMM server components in basic security configurations . . . . . . . .
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Installing or upgrading in High Availability configurations
Settings for components
23 24
25
Database settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LDAP server settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Hub server settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Portal certificate settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MDM certificate settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Communication settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ActiveSync server settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . GCM settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DMZ settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Install McAfee EMM in High Availability environments . . . . . . . . . . . . . . . . . . . Upgrade McAfee EMM in High Availability environments . . . . . . . . . . . . . . . . . .
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Installation Guide
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Contents
Index
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Installation Guide
Preface
This guide provides the information you need to work with your McAfee product. Contents About this guide Find product documentation
About this guide This information describes the guide's target audience, the typographical conventions and icons used in this guide, and how the guide is organized.
Audience McAfee documentation is carefully researched and written for the target audience. The information in this guide is intended primarily for: •
s — People who implement and enforce the company's security program.
Conventions This guide uses these typographical conventions and icons. Book title, term, emphasis
Title of a book, chapter, or topic; a new term; emphasis.
Bold
Text that is strongly emphasized.
input, code, message
Commands and other text that the types; a code sample; a displayed message.
Interface text
Words from the product interface like options, menus, buttons, and dialog boxes.
Hypertext blue
A link to a topic or to an external website. Note: Additional information, like an alternate method of accessing an option. Tip: Suggestions and recommendations. Important/Caution: Valuable advice to protect your computer system, software installation, network, business, or data. Warning: Critical advice to prevent bodily harm when using a hardware product.
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Preface Find product documentation
Find product documentation After a product is released, information about the product is entered into the McAfee online Knowledge Center. Task
6
1
Go to the McAfee ServicePortal at http://.mcafee.com and click Knowledge Center.
2
Enter a product name, select a version, then click Search to display a list of documents.
McAfee Enterprise Mobility Management 12.0 Software
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Planning your installation
Before installing McAfee® Enterprise Mobility Management (McAfee EMM™) for McAfee® ePolicy Orchestrator®, learn about the software components, decide on a configuration model, and that your system meets minimum requirements. Contents McAfee EMM components Configuration overview Installation requirements
McAfee EMM components The McAfee EMM system includes server-side and client-side components that are managed through ePolicy Orchestrator. McAfee EMM 12.0 can be used with ePolicy Orchestrator 4.6.7–5.1. The McAfee EMM extension bundle for ePolicy Orchestrator includes these extensions: •
McAfee Enterprise Mobility Management — Provides the core McAfee EMM functionality.
•
McAfee Mobile ePO — Allows ePolicy Orchestrator to communicate with mobile devices.
•
PKI — Enables secure, certificate-based authentication for VPN or Wi-Fi connections on iOS devices.
•
Help — Provides context-sensitive help for McAfee EMM interface pages, and provides on-screen access to the product guide.
Server components These components are installed on enterprise servers to ister McAfee EMM. McAfee EMM server component
Description
Hub
Manages communication between McAfee EMM components and with ePolicy Orchestrator. The Hub allows secure communication across the firewall (between the DMZ and the internal network) and eliminates the need to open custom firewall ports. SSL communication is established between the components. The Hub is paired with the McAfee EMM database, which stores all data required for McAfee EMM to function.
Portal
Allows device s to initiate wipe requests in the event their device is lost or stolen. s access the Portal from a browser on a PC or mobile device. We recommend installing the Portal in the DMZ.
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Planning your installation Configuration overview
McAfee EMM server component
Description
Proxy
Proxies ActiveSync traffic to the email servers. This IIS (Internet Information Services) application controls access to enterprise resources on the DMZ server. We recommend installing the Proxy in the DMZ.
Push Notifier
Sends push notifications to mobile devices. The Push Notifier is a required component that communicates with Apple and Google push notification services. We recommend installing the Push Notifier in the DMZ.
Client components These components are installed on mobile devices that are ed on the enterprise network. They help configure the device and communicate with the McAfee EMM server. McAfee EMM client component
Description
McAfee EMM iOS app
Free app that enforces security policies, notifies s of compliance issues, and configures corporate email, s, and calendars using the device's native apps.
McAfee EMM Android app
Free app that enforces security policies, notifies s of compliance issues, and optionally pairs with McAfee Secure Container to manage corporate email, s, and calendars.
McAfee Secure Container app
Free app that encrypts and code-secures enterprise email, s, and calendars.
(Android devices)
®
Configuration overview Your McAfee EMM configuration depends on the unique needs of your environment. There are three basic configurations for the McAfee EMM server components. Configuration
Recommended for
High Availability (multiple servers)
Organizations where email is critical to business operations
Enhanced security (dual servers)
Most organizations
Basic security (single server)
Smaller organizations without complex security requirements
Regardless of the configuration you use, follow these guidelines for setup of the McAfee EMM Hub. •
The McAfee EMM Hub can be ed to only one ePolicy Orchestrator server.
•
The McAfee EMM Hub and ePolicy Orchestrator should be hosted on separate servers for optimum performance.
•
The McAfee EMM Hub automatically connects to ePolicy Orchestrator Agent Handlers. Agent Handler assignment rules aren't configurable for McAfee EMM.
High Availability configuration (multiple servers) The High Availability (HA) configuration is appropriate for organizations where email is critical to business operations. HA configuration installs McAfee EMM on multiple servers. The McAfee EMM Portal, Proxy, and Push Notifier are installed on multiple Internet-facing IIS servers in the DMZ. The McAfee EMM Hub is installed on one or more servers in the internal subnet.
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Planning your installation Configuration overview
1
Additional HA configuration requirements include SQL Server clustering as well as two load balancers: •
Proxy load balancer — Located in front of proxies and behind the external network firewall.
•
Hub load balancer — Located in front of the McAfee EMM Hubs and behind the internal network firewall.
For details about configuring load balancers, see KB81305. We recommend using multiple ePolicy Orchestrator Agent Handlers to ensure continual communication between the McAfee EMM internal server and the ePolicy Orchestrator server.
Figure 1-1 Typical High Availability configuration
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Planning your installation Configuration overview
Enhanced security configuration (dual servers) The enhanced security configuration is recommended for most McAfee EMM installations. This configuration provides maximum security and verifies web traffic before it enters your private network. The enhanced security configuration installs McAfee EMM on two servers. The McAfee EMM Portal, Proxy, and Push Notifier are installed on an Internet-facing IIS server in the DMZ. The McAfee EMM Hub is installed in the internal subnet.
Figure 1-2 Typical enhanced security configuration
Basic security configuration (single server) The basic security configuration is appropriate for smaller organizations without complex security requirements, or for trial installations. The basic security configuration installs all McAfee EMM server components on a single server located in the internal subnet.
Figure 1-3 Typical basic security configuration
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Planning your installation Installation requirements
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Installation requirements McAfee EMM has specific system, certificate, and network requirements for installation and operation. For details about ed mobile device operating systems, see KB81475.
System requirements Before installing McAfee EMM, that your system meets these minimum operating requirements. These requirements apply to the McAfee EMM server components. For details about ePolicy Orchestrator requirements, see the ePolicy Orchestrator documentation. To simplify installation and maintenance, we recommend creating a McAfee EMM service . The must be a local that has permission to create a database on the SQL Server. For details about SQL database permissions, see KB79251. If you use Windows Authentication for database connectivity, we recommend using a domain for installation. Component
Requirement
Software
ePolicy Orchestrator 4.6.7–5.1
Hardware (physical or virtual)
• 4 GB RAM
Operating system
• Windows Server 2008 64-bit with Service Pack 2 or later (Standard or Enterprise Edition)
• Dual Core U
• Windows Server 2008 R2 64-bit with Service Pack 1 or later (Standard or Enterprise Edition) • Windows Server 2012 64-bit (Standard Edition) • Windows Server 2012 R2 64-bit (Standard Edition) If the McAfee EMM server components are installed on a Windows Server 2012, you might need to manually resolve discrepancies with the certificate storage location to avoid a connection error when ing the McAfee EMM server. See KB81110 for details.
SQL Server
• 2008 64-bit with the latest Service Pack (Enterprise Edition) • 2008 R2 32- and 64-bit with the latest Service Pack (Enterprise, Standard, or Workgroup Edition) • 2012 64-bit with the latest Service Pack (Enterprise Edition) Configuration and limitations: • Database collation must be configured to the U.S. English default: SQL_Latin1_General_1_CI_AS. • SQL Express R2 is appropriate only for trial installations, with a single, on-premise server used in non-production environments.
Mail server
• Exchange 2007, 2010, or 2013 • Domino 8.5.3 or 9.0 Other mail servers might work, but aren't tested for use with Exchange ActiveSync.
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Planning your installation Installation requirements
Component
Requirement
CA server (PKI environments)
• Windows Server 2008 R2 64-bit with Service Pack 1 or later (Standard or Enterprise Edition), with Simple Certificate Enrollment Protocol (SCEP) enabled Server must be configured to use the Client Authentication certificate template.
Internet browsers
• Internet Explorer 10.0 or later • Firefox 10.0 or later • Chrome 17 or later To access certain McAfee EMM features, Microsoft Silverlight 3.0 or later must be installed on the browser and pop-ups must be allowed for your ePolicy Orchestrator site.
ed languages McAfee EMM software runs on any ed operating system regardless of the configured locale. The McAfee EMM interface has been translated into the languages shown here. Language varies by ePolicy Orchestrator version. When the software is installed on an operating system using a language that is not on this list, the interface defaults to English. ePolicy Orchestrator 4.6.7
ePolicy Orchestrator 5.0 and later
Chinese (Simplified)
Chinese (Simplified)
Japanese
Chinese (Traditional)
Chinese (Traditional)
Korean
English
Danish
Norwegian
French
Dutch
Portuguese (Brazilian)
German
English
Portuguese (Iberian)
Japanese
Finnish
Russian
Korean
French
Spanish
Russian
German
Swedish
Spanish
Italian
Turkish
Certificate requirements Before installing McAfee EMM, understand and these credentials. The McAfee EMM Deployment Helper walks you through obtaining portal and Mobile Device Management (MDM) certificates. Retain a copy of your portal and MDM certificates and s in a secure location in case you need to restore them later.
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Planning your installation Installation requirements
Credential
Used for
Used by
Expiration
Notes
Portal certificate
Mobile device verification and secure communication between the McAfee EMM server and client components.
McAfee EMM Portal
Varies. Obtain updates from your certificate authority.
• Must be a public certificate (not self-signed) obtained from a recognized certificate authority like Verisign or Go Daddy.
McAfee EMM Proxy Windows IIS
Without a trusted certificate, s can't configure devices.
• Must match the address (A) record defined in the Domain Name System (DNS) unless a wildcard (*) certificate is used. MDM certificate
iOS Agent Push Notification certificate
Communication with McAfee Apple Push EMM Push Notification services Notifier for device management.
Annually. Obtain updates from Apple.
Communication with McAfee Apple Push EMM Push Notification services Notifier for notifications.
Annually. Obtain updates by visiting the McAfee s site and entering a valid McAfee EMM grant number.
Google Cloud Communication with McAfee Messaging Google Push EMM Push (GCM) Notification services. Notifier credentials
• See KB73382 for details about generating or renewing MDM certificates. Update MDM certificates before they expire to avoid reconfiguring all iOS devices on your network.
• Installed automatically with McAfee EMM.
Does not expire • See KB77397 for details unless you about generating GCM generate a new credentials. token using the same Sender ID.
Network requirements Before installing McAfee EMM, that your network meets these requirements.
Publically ed domain You have a valid, externally facing URL to access the McAfee EMM Portal and Proxy.
Router and firewall access rules Configuration
Allow traffic on this port
From
To
High Availability configuration
443
Internet
McAfee EMM DMZ server
443
McAfee EMM DMZ server
Email servers providing ActiveSync Services (Microsoft Exchange or IBM Notes Traveler)
(multiple servers)
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Planning your installation Installation requirements
Configuration
Allow traffic on this port
From
To
Enhanced security configuration
443
McAfee EMM DMZ server
McAfee EMM internal server
(dual servers)
389
McAfee EMM internal server
LDAP server
88
McAfee EMM internal server
LDAP server
Communication on this port is required only for Active Directory with Kerberos authentication.
1433
McAfee EMM internal server
SQL Server where the McAfee EMM database is installed
25
McAfee EMM internal server
SMTP server
443
Internet
McAfee EMM server
443
McAfee EMM server
Email servers providing ActiveSync or Notes Traveler
389
McAfee EMM server
LDAP server
88
McAfee EMM internal server
LDAP server
1433
McAfee EMM server
SQL Server where the McAfee EMM database is installed
25
McAfee EMM internal server
SMTP server
2195
McAfee EMM server (DMZ in enhanced security mode)
Apple Push Notification service at gateway.push.apple.com
2196
McAfee EMM server (DMZ in enhanced security mode)
Apple Push Notification service at .push.apple.com
5223
Devices connected Apple Push Notification service to Wi-Fi
(or dynamic SQL port)
Basic security configuration (single server)
(or dynamic SQL port)
iOS devices
For specific port and configuration details for iOS devices in a business environment, see the Apple guide to iPhone and iPad in Business.
Android devices
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443
McAfee Enterprise Mobility Management 12.0 Software
McAfee EMM server (DMZ in enhanced security mode)
Google Cloud Messaging service at android.googleapis.com
Installation Guide
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Planning your installation Installation requirements
Configuration
Allow traffic on this port
From
To
5228
Devices connected Google Cloud Messaging service to Wi-Fi
443 (to enable App Protection)
Devices connected McAfee Global Threat Intelligence to Wi-Fi server at https:// appcloud.mcafee.com/aa
For outbound connections to Apple and Google push services, don't set IP-specific firewall restrictions because the IP addresses are subject to change.
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Planning your installation Installation requirements
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Installing in enhanced or basic security configurations
To install McAfee EMM in enhanced or basic security configurations, complete these tasks in order. Contents Install the McAfee EMM extension bundle in ePolicy Orchestrator Run the Deployment Helper Install McAfee EMM server components Add McAfee EMM as a ed server in ePolicy Orchestrator
Install the McAfee EMM extension bundle in ePolicy Orchestrator Install the McAfee EMM extension bundle before installing the McAfee EMM server components so that you can prepare policies for quick deployment. This method manually installs the McAfee EMM extension bundle from a local copy. For details about other methods of checking in product packages, including using the Software Manager, see the ePolicy Orchestrator documentation. The McAfee EMM extension bundle might be automatically installed by the Automatic Product Configuration process during ePolicy Orchestrator 5.1 configuration.
Task For option definitions, click ? in the interface. 1
and save the McAfee EMM extension bundle in an accessible location. Don't unzip the file.
2
On the ePolicy Orchestrator console, select Menu | Software | Extensions, then click Install Extension.
3
Browse to and select the McAfee EMM extension bundle, then click OK.
4
Review and accept the product details and license agreement, then click OK.
Run the Deployment Helper The Deployment Helper verifies the McAfee EMM installation requirements and prepares your environment for installation. The Deployment Helper is available on the McAfee s site. The utility guides you through installation preparations based on your configuration.
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Installing in enhanced or basic security configurations Install McAfee EMM server components
•
Enhanced security configuration — The Deployment Helper validates settings for the Hub on the internal server, and for the Portal, Push Notifier, and Proxy on the DMZ server.
•
Basic security configuration — The Deployment Helper validates settings for the Hub, Portal, Push Notifier, and Proxy on one server. For enhanced security configurations, complete this task on your internal server first, then repeat it on your DMZ server.
Task 1
Install the Deployment Helper. a
Log on to a Windows server.
b
Locate and double-click the installer file DeploymentHelperInstall.msi.
c
Review and accept the of the license agreement, then click Install.
2
Select Start | All Programs | McAfee EMM | EMM Deployment Helper.
3
Review the instructions, then click Next.
4
Select the installation appropriate to your configuration and server type: •
Dual Server (Internal) — Internal server in enhanced security configurations
•
Dual Server (External) — External server in enhanced security configurations
•
Single Server — Basic security configurations
5
Review your installation configuration, then click Next.
6
Complete the component settings screens. Settings for components provides option definitions for all component settings screens.
7
Review the information on the Confirm Installation Settings screen, then click Run Scan. When the scan is complete, results are shown. If any tasks are marked failed, review the information, then click Launch KB Assistance for help resolving any issues.
See also Database settings on page 25 LDAP server settings on page 26 Hub server settings on page 26 Portal certificate settings on page 27 MDM certificate settings on page 28 ActiveSync server settings on page 29 GCM settings on page 29
Install McAfee EMM server components The server installation process depends on your planned configuration. Before you begin Run the Deployment Helper. See Run the Deployment Helper.
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Installing in enhanced or basic security configurations Add McAfee EMM as a ed server in ePolicy Orchestrator
2
•
Enhanced security configuration — Use enhanced security installation for maximum security. This configuration installs the server components on dual servers.
•
Basic security configuration — Use a basic security installation if your organization doesn't have complex security requirements. This configuration installs the server components on a single server. For enhanced security configurations, complete this task on your internal server first, then repeat it on your DMZ server.
Task 1
Log on to the server with the McAfee EMM service .
2
Locate and right-click the installer file Setup.exe, then select Run as . •
Click Continue if prompted to install Windows installer or .NET version.
•
Click Yes if prompted to restart the server. The installer continues automatically after restarting.
3
Review and accept the of the license agreement, then click Next.
4
Select the installation appropriate to your configuration and server type:
5
•
Dual Server (Internal) — Internal server in enhanced security configurations
•
Dual Server (External) — External server in enhanced security configurations
•
Single Server — Basic security configurations
Complete the component settings screens. Settings for components provides option definitions for all component settings screens.
6
Review the information on the Summary screen, then click Install. When installation is complete, click Finish.
See also Run the Deployment Helper on page 17 Database settings on page 25 LDAP server settings on page 26 Communication settings on page 28 DMZ settings on page 29
Add McAfee EMM as a ed server in ePolicy Orchestrator Configure access to the McAfee EMM server by adding it as a ed server. Before you begin Install or configure the McAfee EMM extension bundle. Task For option definitions, click ? in the interface. 1
On the ePolicy Orchestrator console, select Menu | Configuration | ed Servers, then click New Server.
2
From the Server type drop-down list, select EMM Hub, enter a unique name for the server, then click Next.
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Installing in enhanced or basic security configurations Add McAfee EMM as a ed server in ePolicy Orchestrator
3
Provide details about the connection to your McAfee EMM server, click Establish Connection to test your configuration, then click Save. For a first-time installation, the default logon credentials are: •
name —
•
— TD* To secure the connection between the McAfee EMM Hub and the ePolicy Orchestrator server, change the default credentials after adding the ed server. See the McAfee EMM Product Guide for details.
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Upgrading in enhanced or basic security configurations
You can McAfee EMM 12.0 from version 11.0. No direct upgrade path is available for earlier versions. system requirements before upgrading because requirements change from version to version.
To upgrade from version 11.0, complete these tasks in order. Contents Upgrade the McAfee EMM ePolicy Orchestrator extension bundle Upgrade McAfee EMM server components
Upgrade the McAfee EMM ePolicy Orchestrator extension bundle Upgrading the McAfee EMM extension bundle preserves existing policies and settings. New options added in this version are inactive by default. To upgrade the McAfee EMM extension bundle, install the updated extension bundle in ePolicy Orchestrator. You don't have to uninstall the existing product extension bundle first, but the McAfee EMM 11.0 Help must be manually removed before upgrade. This method manually installs the McAfee EMM extension bundle from a local copy. For details about other methods of checking in product packages, including using the Software Manager, see the ePolicy Orchestrator documentation. Task For option definitions, click ? in the interface. 1
2
Manually remove the McAfee EMM 11.0 Help extension. a
In the ePolicy Orchestrator console, select Menu | Software | Extensions.
b
From the Extensions list, select Help Content.
c
Select the McAfee EMM Help extension (emm_help), click Remove, then click OK to confirm.
and save the McAfee EMM extension bundle in an accessible location. Don't unzip the file.
3
On the ePolicy Orchestrator console, select Menu | Software | Extensions, then click Install Extension.
4
Browse to and select the McAfee EMM extension bundle, then click OK.
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Upgrading in enhanced or basic security configurations Upgrade McAfee EMM server components
5
Review and accept the product details and license agreement, then click OK.
6
Clear the web browser cache.
Upgrade McAfee EMM server components Upgrading version 11.0 server components preserves your existing McAfee EMM installation, including database and authorization directories. The upgrade process differs based on your configuration. Before you begin Back up your existing McAfee EMM installation. See the McAfee EMM Product Guide for details. If you assigned packages to individual s in previous versions of McAfee EMM, manually reassign these packages to groups. You can no longer assign packages on a per- basis. Tasks •
Upgrade McAfee EMM server components in enhanced security configurations on page 22 In enhanced security configurations, the McAfee EMM servers must be upgraded in a specific order.
•
Upgrade McAfee EMM server components in basic security configurations on page 22 In basic security configurations, upgrade all McAfee EMM server components simultaneously.
Upgrade McAfee EMM server components in enhanced security configurations In enhanced security configurations, the McAfee EMM servers must be upgraded in a specific order. Task •
Follow the instructions in KB81482.
Upgrade McAfee EMM server components in basic security configurations In basic security configurations, upgrade all McAfee EMM server components simultaneously. Task 1
Log on to the server with the McAfee EMM service .
2
Locate and right-click the installer file Setup.exe, then select Run as . Click Yes if prompted to restart the server. The installer continues automatically after restarting.
3
Review and accept the of the license agreement, then click Next. Select Use Configuration from Previous Installations if you want to keep settings from a previous upgrade. If you're reusing an existing McAfee EMM database for upgrade, settings from the previous installation are preserved by default, regardless of any changes you make in the installer.
22
4
Click Upgrade.
5
Review the information on the Summary screen, then click Upgrade. When installation is complete, click Finish.
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Installing or upgrading in High Availability configurations
HA environments require modified installation and ensure continuous email access. Contents Install McAfee EMM in High Availability environments Upgrade McAfee EMM in High Availability environments
Install McAfee EMM in High Availability environments In HA environments, install the McAfee EMM Proxy and Hub on multiple servers to ensure continual access. Plan your installation using hardware redundancy options like Network load balancing (NLB), multiple ePolicy Orchestrator Agent Handlers, SQL Server replication, or clustering options built into the operating system and applications. For details about installing McAfee EMM in HA environments, see KB70278. Task 1
Install the McAfee EMM extension bundle in ePolicy Orchestrator. See Install the McAfee EMM extension bundle in ePolicy Orchestrator.
2
Use the Dual Server (Internal) option in the McAfee EMM installer to install the first Hub and database on a single server.
3
Stop IIS on any additional internal servers where you plan to install the McAfee EMM Hub and database.
4
Add McAfee EMM as a ed server in ePolicy Orchestrator with the virtual IP address of the Hub load balancer. See Add McAfee EMM as a ed server in ePolicy Orchestrator.
5
6
Export an encryption key from ePolicy Orchestrator. a
Select Menu | Configuration | Server Settings | Enterprise Mobility Management.
b
In the General Settings section, in the Encryption Key row, click Export.
c
Enter a Key , then click OK.
Use the Custom Installation option in the McAfee EMM installer, along with the encryption key, to install the Hub and database on more internal servers. Restart IIS on each server after installation. Install both the McAfee EMM Hub and database on each server.
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Installing or upgrading in High Availability configurations Upgrade McAfee EMM in High Availability environments
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Use the Dual Server (External) option in the McAfee EMM installer to install the Proxy, Portal, and Push Notifier on the DMZ servers.
8
Pair systems using load balancing appropriate for your setup.
See also Install the McAfee EMM extension bundle in ePolicy Orchestrator on page 17 Add McAfee EMM as a ed server in ePolicy Orchestrator on page 19
Upgrade McAfee EMM in High Availability environments In HA environments, the McAfee EMM servers must be upgraded in a specific order. Task •
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Follow the instructions in KB81482.
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Settings for components
Use these tables to configure settings for the Deployment Helper and McAfee EMM server components. If you use the installer to upgrade components while reusing an existing database, the new component is installed with existing settings, regardless of any changes you make in the installer. This functionality prevents accidentally overriding McAfee EMM database settings that affect your network. If you upgrade an individual component and create a new database, you can reuse old settings, or change them as needed.
Contents Database settings LDAP server settings Hub server settings Portal certificate settings MDM certificate settings Communication settings ActiveSync server settings GCM settings DMZ settings
Database settings These settings in the Deployment Helper and installer identify the SQL Server that hosts the McAfee EMM database. Option
Definition
Installs SQL Express on the local system and create the McAfee EMM (Deployment Helper only) database. Use SQL Express
SQL Express is appropriate only for trial installations, with a single, on-premise server used in non-production environments.
Server name
Host name or IP address of the SQL Server where you want to install the McAfee EMM database.
Authentication
• Windows Authentication (recommended) • SQL Authentication
name or
name for the connection to the McAfee EMM database server.
for the connection to the McAfee EMM database server.
Database
Name for the McAfee EMM database.
See also Run the Deployment Helper on page 17 Install McAfee EMM server components on page 18
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Settings for components LDAP server settings
LDAP server settings These settings in the Deployment Helper and installer identify the server for authenticating s. Fields vary depending on which authentication type you select. Option
Definition
Server Type
• Active Directory • Domino • ActiveSync Protocol
FQDN
Fully qualified domain name of the LDAP server.
Domain
• Active Directory — Windows NetBIOS domain name. • Domino — Name of the Domino domain.
DN
Domain distinguished name of the LDAP server. • Active Directory — This field is populated with the domain components when Domain FQDN is completed. • Domino — Leave this field blank.
ActiveSync Server IP address or fully qualified domain name of the ActiveSync server. (installer only) name or Verification name or Verification External EMM Proxy Server Address
name for the connection to the authentication server. for the connection to the authentication server.
For ActiveSync authentication, the used to install McAfee EMM can't be an istrative . We recommend a service with permissions to query group hip.
Fully qualified domain name of the McAfee EMM Proxy. Devices connect to this McAfee EMM Proxy address for ActiveSync.
See also Run the Deployment Helper on page 17 Install McAfee EMM server components on page 18
Hub server settings These settings in the Deployment Helper connect the DMZ server in an enhanced security installation to the internal McAfee EMM Hub server. Option
Definition
Server address
Fully qualified domain name or IP address of the McAfee EMM Hub server
See also Run the Deployment Helper on page 17
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Settings for components Portal certificate settings
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Portal certificate settings These settings in the Deployment Helper specify the portal certificate. The Deployment Helper can also assist with generating a certificate g request (CSR), then creating a portal certificate from the verified CSR. On the Provide a Portal Certificate screen of the Deployment Helper, select one of these options: •
Create new SSL certificate to generate an SSL certificate, followed by specifying the certificate you created.
•
Use existing SSL certificate to specify an existing, valid SSL certificate.
Generate a portal certificate Step
Option
Definition
1 Generate the CSR.
Common Name
URL that you want customers to connect to. For a wildcard certificate, add an asterisk before the common name, for example, *.domainname.com.
Organization
Legally incorporated name of your company.
Organization Unit
Unit within your organization requesting the certificate, for example, Engineering or Human Resources. You can enter a DBA (doing business as) name in this field.
City/Locality
Unabbreviated city where your organization is legally ed.
State/Province
Unabbreviated state or province where your organization is legally ed.
Country/Region
Two-letter ISO country code where your organization is legally ed, like US or FR.
Certificate Request File Path
Browse to select the location to store the certificate request.
2 the CSR.
3 Generate the portal certificate.
This step is completed outside the Deployment Helper. a valid certificate authority (CA) for verification.
Certificate File Path
Browse to select the .cer or .pem file created in step 2.
Certificate
for the certificate.
Specify a portal certificate Option
Definition
File Path
Browse to select the .pfx file.
for the certificate.
See also Run the Deployment Helper on page 17
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Settings for components MDM certificate settings
MDM certificate settings These settings in the Deployment Helper specify the MDM certificate. The Deployment Helper can also assist with generating a CSR, then creating an MDM certificate from the verified CSR. On the Provide an MDM Certificate screen of the Deployment Helper, select one of these options: •
Create new/renew existing MDM certificate to generate an MDM certificate, followed by specifying the certificate you created.
•
Use existing MDM certificate to specify an existing, valid MDM certificate.
Generate an MDM certificate Step
Option
Definition
1 Generate the CSR.
Common Name
URL that you want customers to connect to.
Email
Email address of the making the request.
Country/Region
Two-letter ISO country code where your organization is legally ed, like US or FR.
Certificate Request File Path
Browse to select the location to store the certificate request.
2 the CSR.
This step is completed outside the Deployment Helper. Follow the instructions in KB73382 to the CSR through Apple.
3 Generate the MDM certificate.
Certificate File Path
Browse to select the .pem file created in step 2.
Certificate
for the certificate.
Specify an MDM certificate Option
Definition
File Path
Browse to select the .pfx file.
for the certificate.
See also Run the Deployment Helper on page 17
Communication settings These settings in the installer specify portal and MDM certificates, and GCM credentials. Option Portal Certificate
Definition Available Certificates Select an existing certificate from an earlier McAfee EMM installation, or select Use New Certificate to specify a new certificate. File Path
Browse to select the portal certificate.
for the portal certificate.
MDM Push Certificate File Path
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Browse to select the MDM certificate. for the MDM certificate.
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Settings for components ActiveSync server settings
Option GCM Settings
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Definition Sender ID
Project number of your Google API project.
Token
API key value of your Google API project. To connection to the Google server, click the green checkmark next to the Token field.
See also Install McAfee EMM server components on page 18
ActiveSync server settings These settings in the Deployment Helper identify the ActiveSync server that communicates with the McAfee EMM Proxy. Option
Definition
Server Address
Fully qualified domain name of the ActiveSync server. For a Domino server, enter <servername>/servlet/traveler.
Domain Name
Domain name of the ActiveSync server.
name
name for the connection to the ActiveSync server.
for the connection to the ActiveSync server.
See also Run the Deployment Helper on page 17
GCM settings These settings in the Deployment Helper validate GCM credentials. Option
Definition
Sender ID
Project number of your Google API project.
Token
API key value of your Google API project.
See also Run the Deployment Helper on page 17
DMZ settings These settings in the installer identify the ActiveSync server that communicates with the McAfee EMM Proxy. Option
Definition
ActiveSync Server Address Fully qualified domain name of the ActiveSync server. To connection to the server, click the green checkmark next to the server address, then click .
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Settings for components DMZ settings
See also Install McAfee EMM server components on page 18
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Index
A
bundle, EMM, extensions included 7
about this guide 5 Active Directory ActiveSync server settings 29 LDAP server settings 26 ActiveSync Protocol, LDAP server settings 26 ActiveSync server Deployment Helper settings 29 installation settings 29 port requirements 13 s, installation permissions 11 credentials, default logon 19 Agent Handlers automatically connected 8 HA configuration 8 Agent, EMM, See app, EMM Android devices EMM app description 8 port requirements 13 Secure Container description 8 ed versions 11 App Protection, port requirements 13 app, EMM, description 8 Apple Push Notification certificates, requirements 12 MDM certificates, Deployment Helper, generating and specifying 28 MDM certificates, installation settings 28 port requirements 13 authentication, server settings 26
B backups, EMM database 22 basic security configuration comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 port requirements 13 upgrade 22 browsers cache, clearing after upgrade 21 requirements 11
C .cer file, certificate g request (CSR), portal certificate 27 certificate authority (CA) certificate requirements 12 certificate verification, portal certificate 27 server, PKI environments 11 certificate g request (CSR) .cer and .pem files 27 MDM certificate 28 portal certificate 27 certificates expiration 12 installation settings 28 obtaining and renewing 12 requirements 12 clusters, redundancy 23 communication between server components 7 certificates, installation settings 28 with certificate authorities and push services 12 components client-side 8 server-side 7 configurations, basic security comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 upgrade 22 configurations, enhanced security comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 upgrade 22 configurations, High Availability (HA) comparison to other configurations 8 description 8 installation 23 upgrade 24 conventions and icons used in this guide 5 credentials, default istrative logon 19
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D database collation, SQL Server 11 database, EMM description 7 existing vs. new, effects on upgrading components 25 HA configuration, one-to-one installation with EMM Hub 23 settings 25 default options, preserved in upgrade 21 Deployment Helper 17 devices, See mobile devices DMZ configuration 7 port requirements 13 settings 29 documentation audience for this guide 5 product-specific, finding 6 typographical conventions and icons 5 documentation, EMM Product Guide backing up installation 22 changing default system logon credentials 19 documentation, ePO Product Guide installation, extension bundles 17 system requirements 11 documentation, McAfee KnowledgeBase enhanced security configuration, upgrading, KB81482 22 GCM credentials, obtaining, KB77397 12 HA configuration, load balancers, KB81305 8 HA environments, installing, KB70278 23 HA environments, upgrading, KB81482 24 MDM certificate creation, KB73382 12, 28 SQL Server permissions, KB79251 11 Windows Server 2012 certificate storage, KB81110 11 domain name system (DNS) server, certificate requirements 12 Domino ActiveSync server settings 29 LDAP server settings 26 ed mail servers 11 dual servers, See configurations, enhanced security
E encryption key, HA configuration 23 enhanced security configuration comparison to other configurations 8 Deployment Helper 17 description 10 installation 18 port requirements 13 upgrade 22 ePO basic security configuration with EMM 10 EMM extension bundle, installation 17 EMM extension bundle, upgrade 21 encryption key, exporting for HA configuration 23
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ePO (continued) enhanced security configuration with EMM 10 HA configuration with EMM 8 ed server, connecting EMM to ePO 19 server, guidelines for configuring with EMM 8 ed versions, 4.6.7–5.1 11 Exchange, ed mail servers 11 expiration, certificates 12 extensions, EMM included in extension bundle 7 installation 17 upgrade 21
F figures basic security configuration 10 enhanced security configuration 10 HA configuration 8 firewalls, access rules 13
G Go Daddy, certificate authority (CA) 12 Google Cloud Messaging (GCM) Deployment Helper settings 29 installation settings 28 port requirements 13 requirements 12 GTI, See App Protection
H hardware redundancy, HA configuration 23 hardware requirements 11 Help extension automatic installation with EMM 7 manual removal before upgrade 21 High Availability (HA) configuration comparison to other configurations 8 description 8 installation 23 port requirements 13 upgrade 24 Hub, EMM basic security configuration 10 description 7 enhanced security configuration 10 guidelines for all configurations 8 HA configuration 8 HA configuration, one-to-one installation with EMM database 23 ed server in ePO 19 settings 26
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I
N
installation extension bundle 17 permissions 11 preparation with the Deployment Helper 17 ed server, connecting EMM to ePO 19 server components 18 interface languages 11 Internet browsers cache, clearing after upgrade 21 requirements 11 Internet Information Services (IIS), Windows certificate requirements 12 Proxy, EMM 7 stopping and restarting during HA installation 23 iOS Agent Push Notification certificate, requirements 12 iOS devices EMM app description 8 port requirements 13 ed versions 11 iPad, See iOS devices
network load balancing (NLB), redundancy 23 network requirements 13
iPhone, See iOS devices iPod, See iOS devices
K KnowledgeBase (KB), McAfee, See documentation, McAfee KnowledgeBase
L languages, ed 11 LDAP server port requirements 13 settings 26 load balancing, High Availability (HA) configuration 8 pairing systems 23 logon, default istrative credentials 19
M mail server, requirements 11 McAfee s Deployment Helper 17 iOS Agent Push Notification certificate updates 12 McAfee ServicePortal, accessing 6 Microsoft Silverlight, ed versions 11 mobile device management (MDM) certificates Deployment Helper, generating and specifying 28 installation settings 28 requirements 12 mobile devices port requirements 13 ed versions 11 Mobile ePO (MePO) extension, automatic installation with EMM 7
O operating system requirements 11 options, preserved in upgrade 21
P packages, asg to groups before upgrade 22 .pem file, certificate g request (CSR) MDM certificate 28 portal certificate 27 permissions, installation 11 .pfx file, personal information exchange MDM certificate 28 portal certificate 27 PKI extension, automatic installation with EMM 7 popups, enabling for legacy console 11 portal certificates Deployment Helper, generating and specifying 27 installation settings 28 requirements 12 Portal, EMM basic security configuration 10 certificate requirements 12 description 7 domain requirements 13 enhanced security configuration 10 HA configuration 8 ports, access rules 13 Product Guide, EMM backing up installation 22 changing default system logon credentials 19 Product Guide, ePO installation, extension bundles 17 system requirements 11 Proxy, EMM basic security configuration 10 certificate requirements 12 description 7 domain requirements 13 enhanced security configuration 10 HA configuration 8 Public Key Infrastructure (PKI) environments, requirements 11 Push Notifier, EMM basic security configuration 10 certificate requirements 12 description 7 enhanced security configuration 10 HA configuration 8 push technology certificate requirements 12 port requirements 13
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R redundancy, installation planning 23 ed servers, connecting EMM to ePO 19 requirements certificate 12 network 13 system 11 routers, access rules 13
S Secure Container, description 8 Sender ID, GCM settings, definition 28 service , EMM 11 ServicePortal, finding product documentation 6 settings configuration from previous installations 22 Deployment Helper and installer 25 Silverlight, Microsoft, ed versions 11 Simple Certificate Enrollment Protocol (SCEP), PKI environments 11 single server, See configurations, basic security .skx file, encryption key, installing in HA environments 23 SMTP server, port requirements 13 SQL Server cluster, HA configuration 8 port requirements 13 replication, redundancy 23 requirements 11
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SQL Server (continued) settings 25 SSL certificates, See portal certificates system requirements 11
T technical , finding product information 6 token, GCM settings, definition 28 trial installation, definition 11 trusted certificates requirements 12
U upgrade EMM database, effects of existing vs. new 25 extension bundle 21 server components 22 ed versions 21 URL, EMM Portal and Proxy 13
V Verisign, certificate authority (CA) 12
W Windows Authentication, domain recommendation 11 Windows Phones, ed versions 11
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