McAfee EPOLICY ORCHESTRATOR 4.5

McAfee ePolicy Orchestrator 4.5

Installation Guide

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LICENSE INFORMATION

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WHICH SETS FORTH THE GENERAL TERMS AND CONDITIONS FOR THE USE OF THE LICENSED SOFTWARE. IF YOU DO NOT KNOW WHICH

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License Attributions

Refer to the product Release Notes.

McAfee ePolicy Orchestrator 4.5 Installation Guide2

Contents

Pre-Installation.............................................................................5

System requirements.......................................................................5

Server and Agent Handler requirements.................................................5

Database requirements..............................................................7

Database considerations..............................................................8

Distributedrepositories..............................................................10

Supported products and components.........................................................10

Operating systems language support.........................................................11

First-Time Installation...................................................................13

Installing the server.......................................................................13

Installing an Agent Handler.................................................................15

Upgrading to ePolicy Orchestrator 4.5.................................................17

Removing unused consoles.................................................................17

Unsupported products.....................................................................17

Performingbackupsbeforeupgrading.........................................................18

UpgradingtheePOserverfromversion3.6.1...................................................18

Upgrading the ePO server from version 4.0....................................................20

Post-Installation Tasks...................................................................22

Completing a first-time installation...........................................................22

Completing an upgrade ....................................................................22

Migrating events from version 3.6.1..........................................................23

Files to check in manually..................................................................23

Configuring the software for a server with multiple NICs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Uninstalling the software...................................................................24

Troubleshooting...........................................................................26

Common installation messages and their solutions..............................................26

Default locations of troubleshooting log files...................................................29

3McAfee ePolicy Orchestrator 4.5 Installation Guide

McAfee ePolicy Orchestrator 4.5 Installation Guide4

Pre-Installation

Before installing ePolicy Orchestrator 4.5, review these requirements and recommendations.

Contents

System requirements

Supported products and components

Operating systems language support

System requirements

Verify that your environment meets the minimum requirements listed here:

• Server and Agent Handler

• Database

• Distributed repositories

Server and Agent Handler requirements

Free disk space — 1 GB minimum (first-time installation); 1.5 GB minimum (upgrade); 2 GB

recommended.

Memory — 1 GB available RAM; 2–4 GB recommended.

Processor — Intel Pentium III-class or higher; 1 GHz or higher.

Monitor — 1024x768, 256-color, VGA monitor.

NIC — Network interface card; 100 MB or higher.

NOTE: If using a server with more than one IP address, ePolicy Orchestrator uses the first

identified IP address. If you want to use additional IP addresses for agent-server communication,

see

Installing an Agent Handler

Dedicated server — If managing more than 250 computers, McAfee recommends using a

dedicated server.

File system — NTFS (NT file system) partition recommended.

IP address — McAfee recommends using static IP addresses for ePO servers.

Server-class operating system — 32bit or 64bit

• Windows Server 2003 Enterprise with Service Pack 2 or later

• Windows Server 2003 Standard with Service Pack 2 or later

• Windows Server 2003 Web with Service Pack 2 or later

• Windows Server 2003 R2 Enterprise with Service Pack 2 or later

5McAfee ePolicy Orchestrator 4.5 Installation Guide

• Windows Server 2003 R2 Standard with Service Pack 2 or later

• Windows Server 2008

NOTE: Installation is blocked if you attempt to install on a version of Windows earlier than

Server 2003. In addition, ePolicy Orchestrator stops functioning if, after having been installed

on Windows Server 2003, the server is upgraded to Windows Server 2008.

Browser

• Firefox 3.0

• Microsoft Internet Explorer 7.0 or 8.0

If using Internet Explorer and a proxy, follow these steps to bypass the proxy server.

1From the Tools menu in Internet Explorer, select Internet Options.

2Select the Connections tab and click LAN Settings.

3Select Use a proxy server for your LAN, then select Bypass proxy server for local

addresses.

4Click OK as needed to close Internet Options.

Domain controllers — The server must have a trust relationship with the Primary Domain

Controller (PDC) on the network. For instructions, see the Microsoft product documentation.

Security software

• Install and/or update the anti-virus software on the ePolicy Orchestrator server and scan

for viruses.

CAUTION: If running VirusScan Enterprise 8.5i or 8.7i on the system where you are installing

ePolicy Orchestrator, you must ensure that the VSE Access Protection rules are disabled

during the installation process, or the installation fails.

• Install and/or update firewall software on the ePolicy Orchestrator server.

Ports

• McAfee recommends avoiding the use of Port 8443 for HTTPS communication. Although this

is the default port, it is also the primary port used by many web-based activities, is a popular

target for malicious exploitation, and it is likely to be disabled by the system administrator

in response to a security violation or outbreak.

NOTE: Ensure that the ports you choose are not already in use on the ePolicy Orchestrator

server computer.

• Notify the network staff of the ports you intend to use for HTTP and HTTPS communication

via ePolicy Orchestrator.

NOTE: Installing the software on a Primary Domain Controller (PDC) is supported, but not

recommended.

Supported virtual infrastructure software

• VMware ESX 3.5.x

• Microsoft Virtual Server 2005 R2 with Service Pack 1

• Windows Server 2008 Hyper-V

Pre-Installation

System requirements

McAfee ePolicy Orchestrator 4.5 Installation Guide6

Database requirements

Microsoft updates and patches

Update both the ePO server and the database server with the latest Microsoft security updates.

If you are upgrading from MSDE 2000 or SQL 2000, be sure to follow Microsoft's required

upgrade scenarios.

Databases supported for use with ePolicy Orchestrator

• SQL Server 2005 Express. This database is included with ePolicy Orchestrator for use in

environments where there is no supported database available.

• SQL Server 2005.

• SQL Server 2008 Express.

• SQL Server 2008.

NOTE: Use of ePolicy Orchestrator with MSDE 2000 or SQL 2000 (or earlier) is not supported.

Database installation documented in this Guide

The only database installation scenario described in detail is a first-time installation of SQL

Server 2005 Express. In this scenario, the ePOSetup installs both the ePolicy Orchestrator

software and the database on the same server. If the database is to be installed on a different

server from the ePolicy Orchestrator software, manual installation is required on the remote

servers.

Other relevant database installations and upgrades

See the documentation provided by the database manufacturer for information about the

following installation scenarios:

• Installing SQL Server 2005.

• Installing SQL Server 2008.

• Upgrading from MSDE 2000.

• Upgrading from SQL 2000.

• Upgrading from SQL 2005.

• Upgrading from SQL 2005 Express.

•Maintenance settings — McAfee recommends making specific maintenance settings to

ePO databases. For instructions, see

Maintaining ePO databases

in the

ePolicy Orchestrator

Help.

SQL Server

•Dedicated server and network connection — Use a dedicated server and network

connection if managing more than 5,000 client computers.

•Local database server — If using SQL Server on the same system as the ePOserver,

McAfee recommends using a fixed memory size in Enterprise Manager that is approximately

two-thirds of the total memory for SQL Server. For example, if the computer has 1GB of

RAM set 660MB as the fixed memory size for SQL Server.

Pre-Installation

System requirements

7McAfee ePolicy Orchestrator 4.5 Installation Guide

•SQL Server licenses — If using SQL Server, a SQL Server license is required for each

processor on the computer where SQL Server is installed.

CAUTION: If the minimum number of SQL Server licenses is not available after you install

the SQL Server software, you may have issues installing or starting the ePolicy Orchestrator

software.

Database considerations

Using ePolicy Orchestrator with a database

A database must be installed before ePolicy Orchestrator can be installed. Any of the following

databases, if previously installed, meets this requirement.

• SQL Server 2005

• SQL 2005 Express

• SQL 2008

• SQL 2008 Express

NOTE: SQL 2000 is not supported.

If none of those databases was previously installed, the ePO installation wizard detects that no

database is present and offers you the opportunity to install SQL Server 2005 Express.

The following tables provide additional information about the database choices and other

software requirements.

NoteRequirementsDatabase

Needed if managing more than 5,000 computers.Dedicated server and network

connection

SQL Server 2005

or SQL Server

2008

If the database and ePO server are on the same system,

McAfee recommends using a fixed memory size in Enterprise

Local database server

Manager or SQL Server Management Studio that is

approximately two-thirds of the total memory for SQL Server.

For example, if the computer has 1 GB of RAM, set 660 MB

as the fixed memory size for SQL Server.

A license is required for each processor on the computer

where SQL Server is installed. If the minimum number of SQL

Licenses

Server licenses is not available, you might have difficulty

installing or starting the ePolicy Orchestrator software.

You must acquire and install..NET FrameworkSQL Server 2005

Express

NoteSoftware

You must acquire and install.MSXML 6.0

1From the Internet Explorer Tools menu, select Windows

Update.

2Click Custom, then select Software.

3Select MSXML6.

4Select Review and install updates, then click Install Updates.

Pre-Installation

System requirements

McAfee ePolicy Orchestrator 4.5 Installation Guide8

NoteSoftware

You must acquire and install.Internet Explorer 7 or 8, or

Firefox 3.0

You must acquire and install if using SQL Server 2005 Express..NET Framework 2.0

If not previously installed, the installation wizard installs automatically.Microsoft Visual C++

Redistributable

If not previously installed, the installation wizard installs automatically.Microsoft Visual C++

Redistributable - x86 9.0.21022

If not previously installed, the installation wizard installs automatically.MDAC 2.8

If not previously installed, the installation wizard installs automatically.SQL Server 2005 Backward

Compatibility

If no other database has been previously installed, this database can be installed

automatically at user’s selection.

SQL Server 2005 Express

Update the ePolicy Orchestrator server and the database server with the most

current updates and patches.

Microsoft updates

The installation fails if using a version of MSI previous to MSI 3.1.MSI 3.1

Database installation documented in this guide

The only database installation scenario described in detail is a first-time installation of SQL

Server 2005 Express. In this scenario, the ePolicy Orchestrator Setup installs both the ePolicy

Orchestrator software and the database on the same server. If the database is to be installed

on a different server from the ePolicy Orchestrator software, manual installation of SQL is

required on the remote server.

Other relevant database installations and upgrades

See the documentation provided by the database manufacturer for information about the

following installation scenarios:

• Installing SQL Server 2005 or 2008.

• Upgrading from MSDE 2000 to SQL Server 2005 or 2008.

• Upgrading from MSDE 2000 to SQL Server 2005 Express.

Nested triggers — The SQL Server Nested Triggers option must be enabled.

Database collation — The only database collation supported by ePolicy Orchestrator is the

U.S. English default: SQL_Latin1_General_Cp1_CI_AS.

Maintenance settings — McAfee recommends making specific maintenance settings to ePolicy

Orchestrator databases. For instructions, see

Maintaining ePolicy Orchestrator databases

in the

ePolicy Orchestrator 4.5 Help.

SQL Server

Dedicated server and network connection — Use a dedicated server and network connection

if managing more than 5,000 client computers.

Local database server — If using SQL Server on the same system as the ePolicy Orchestrator

server, McAfee recommends using a fixed memory size in Enterprise Manager that is

approximately two-thirds of the total memory for SQL Server. For example, if the computer has

1 GB of RAM, set 660 MB as the fixed memory size for SQL Server.

Pre-Installation

System requirements

9McAfee ePolicy Orchestrator 4.5 Installation Guide

SQL Server licenses — If using SQL Server, a SQL Server license is required for each processor

on the computer where SQL Server is installed.

CAUTION: If the minimum number of SQL Server licenses is not available after you install the

SQL Server software, you might have issues installing or starting the ePolicy Orchestrator

software.

Distributed repositories

Free disk space — 400 MB on the drive where the repository is stored.

NOTE: The disk space requirement for the distributed repositories on agents that are designated

as SuperAgents is equal to the disk space available for the master repository.

Memory — 256 MB minimum.

Possible hosts:

• HTTP-compliant servers on Microsoft Windows, Linux, or Novell NetWare operating systems

• Windows, Linux, or NetWare FTP servers

• Windows, Linux, or UNIX Samba UNC shares

• Computer with a SuperAgent installed on it

Supported products and components

• McAfee Agent 4.0 for Email and Web Security

• McAfee Agent 4.0 for HP-UX

• McAfee Agent 4.0 for Linux

• McAfee Agent 4.0 for Macintosh

• McAfee Agent 4.0 for Solaris

• McAfee Agent 4.5

• McAfee Agent for Windows Patch 1 and Patch 2

• McAfee Common Management Agent 3.7 Patch 1

• McAfee Common Management Agent MA 3.6 Patch 4

• McAfee Data Loss Prevention 2.1 Patch 2

• McAfee Data Loss Prevention 2.2

• McAfee Data Loss Prevention 3.0

• McAfee Email and Web Security 5.1 Appliance

• McAfee Endpoint Encryption 5.2.1

• McAfee Endpoint Encryption 5.3

• McAfee Endpoint Encryption Files/Folders 3.1 (EEFF)

• McAfee Endpoint Encryption Files/Folders 4.x (EEFF)

• McAfee EndPoint Encryption for Mobile 3.0 (EEMO)

• McAfee Foundstone 6.5.3

• McAfee GroupShield for Domino 7.0

• McAfee GroupShield for Exchange 6.0.2 with SKE

Pre-Installation

Supported products and components

McAfee ePolicy Orchestrator 4.5 Installation Guide10

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