McAfee EPOLICY ORCHESTRATOR 4.5 - User manual

McAfee ePolicy Orchestrator 4.5
Installation Guide

COPYRIGHT
Copyright ©2009 McAfee, Inc. All Rights Reserved.
No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form
or by any means without the written permission of McAfee, Inc., or its suppliers or affiliate companies.
TRADEMARK ATTRIBUTIONS
AVERT, EPO, EPOLICY ORCHESTRATOR, FOUNDSTONE, GROUPSHIELD, INTRUSHIELD, LINUXSHIELD, MAX (MCAFEE SECURITYALLIANCE
EXCHANGE), MCAFEE, NETSHIELD, PORTALSHIELD, PREVENTSYS, SECURITYALLIANCE, SITEADVISOR, TOTAL PROTECTION, VIRUSSCAN,
WEBSHIELD are registered trademarks or trademarks of McAfee, Inc. and/or its affiliates in the US and/or other countries. McAfee Red in
connection with security is distinctive of McAfee brand products. All other registered and unregistered trademarks herein are the sole property
of their respective owners.
LICENSE INFORMATION
License Agreement
NOTICE TO ALL USERS: CAREFULLY READ THE APPROPRIATE LEGAL AGREEMENT CORRESPONDING TO THE LICENSE YOU PURCHASED,
WHICH SETS FORTH THE GENERAL TERMS 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 DOWNLOADED THE SOFTWARE PACKAGE). IF YOU
DO NOT AGREE TO ALL OF THE TERMS 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.
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

• McAfee GroupShield for Exchange 7.0
• McAfee GroupShield for Exchange 7.0 SP 1
• McAfee Host Intrusion Prevention 6.1 Patch 3
• McAfee Host Intrusion Prevention 7.0 Patch 3
• McAfee Host Intrusion Prevention 7.1
• McAfee IntruShield 4.1
• McAfee IntruShield 5.1
• McAfee LinuxShield 1.5.1
• McAfee Network Access Control 3.1
• McAfee Policy Auditor 5.1 (Feyman)
• McAfee PortalShield 2.0 Patch 1
• McAfee Quarantine Manager 6.0
• McAfee Rogue System Detection 2.0 Patch 2
• McAfee Security for Lotus Domino Linux 7.5
• McAfee Security for Macintosh v1.0
• McAfee SiteAdvisor Enterprise 1.6
• McAfee SiteAdvisor Enterprise 2.0+
• McAfee SiteAdvisor Enterprise 3.0
• McAfee VirusScan 8.5i with McAfee AntiSpyware Enterprise
• McAfee VirusScan 8.7 with McAfee AntiSpyware Enterprise
• McAfee VirusScan Advanced Server (NetApp)
• McAfee VirusScan Advanced Server (SAP)
• McAfee VirusScan Advanced Server (Virtualization)
• McAfee VirusScan for Macintosh 8.6.1
• Symantec SAV 10.x
• Symantec SAV 9.x
• USB Device 1.0 (EEV)
• Vdisk 4.1 (EEV)
• vDisk for Macintosh 1.0
Operating systems language support
This version of the ePolicy Orchestrator software runs on any supported operating system
irrespective of the language of the operating system.
Following is a list of languages into which the ePolicy Orchestrator has been translated. When
the software is installed on an operating system using a language that is not on this list, the
ePolicy Orchestrator interface attempts to display in English.
• Japanese• Chinese (Simplified)
• Chinese (Traditional) • Korean
• Russian• English
Pre-Installation
Operating systems language support
11McAfee ePolicy Orchestrator 4.5 Installation Guide

• French (Standard) • Spanish
• German (Standard)
Pre-Installation
Operating systems language support
McAfee ePolicy Orchestrator 4.5 Installation Guide12

First-Time Installation
This chapter provides instructions for installing ePolicy Orchestrator 4.5 in an environment
where no previous version of ePolicy Orchestrator software has been installed.
CAUTION: If you are upgrading from a prior version of ePolicy Orchestrator or are migrating
from an evaluation version, see Upgrading to ePolicy Orchestrator 4.5 .
Be sure that you have read, understood, and complied with the requirements and
recommendations in Pre-Installation .
Contents
Installing the server
Installing an Agent Handler
Installing the server
The installation depends, in part, upon the presence of MSXML 6.0 on the server. If it is not
present, an error message appears during the installation, advising you that it must be installed
before proceeding. To avoid the inconvenience of interfering with the installation in order to
download and install MSXML, we strongly recommend that you obtain and install MSXML before
starting the installation.
We also recommend that you monitor the entire installation process. It might require you to
restart the system.
Use this task to install the ePolicy Orchestrator server.
Task
1Using an account with local administrator permissions, log on to the Windows server
computer to be used as the ePO server .
2Run the Setup program.
• From the product CD: select a language in the ePolicy Orchestrator autorun window,
then select Install ePolicy Orchestrator 4.5.
• From software downloaded from the McAfee website: go to the location containing the
extracted files and double-click Setup.exe. The executable is located in the file EPO
4.5.0 <build and package numbers>.zip. Be certain to extract the contents of the
zip file to a temporary location. Do not attempt to run Setup.exe without first extracting
the contents of the zip file.
NOTE: If any prerequisite software is missing from the installation target computer, a list
of those items appears.
3Click Next. The installation process for each software item not listed as Optional begins
automatically.
13McAfee ePolicy Orchestrator 4.5 Installation Guide

If you intend to use an existing instance of SQL Server 2005, or SQL 2008, you can continue
without selecting the checkbox for installation of SQL Server 2005 Express.
If you do not have a supported version of SQL or MSDE, take one of the following actions:
• Install SQL 2005 or 2008 on a server.
If you are installing ePolicy Orchestrator with SQL 2005, the SQL Browser must be
enabled or you cannot complete the installation wizard.
• Install SQL Server 2005 Express on the same computer where you are installing ePolicy
Orchestrator. If you selected the checkbox for installation of SQL Server 2005 Express,
ePolicy Orchestrator installs the database automatically.
If you are installing SQL Server 2005 Express, you might be prompted to install SQL
Server 2005 Backward Compatibility. You must install it.
4In the Welcome page of the installation wizard, click Next. The License Key page appears.
NOTE: License Keys are distributed from the same McAfee website from which the ePolicy
Orchestrator software is downloaded.
5Select whether you are installing based on a license key or installing an evaluation version.
• If you have a License Key, type its number here.
• If you select License Key but do not type its number you are asked if you want to
install an evaluation version. Click OK to proceed with installation of the evaluation
version, or Cancel to return to the previous page.
6If you are installing a beta version of the software, the Beta test information box appears.
Click OK.
7Accept the End User License Agreement, then click OK to continue. The Choose
Destination Location dialog box appears. Click Next.
8Accept the default installation path or click Browse to select or create a different location,
then click Next.
If installing on a cluster server, the Set Database and Virtual Server Settings dialog box
appears. Otherwise the Set Administrator Information dialog box appears.
9Type and verify the password for logging on to this ePolicy Orchestrator server, then click
Next.
If your environment employs Microsoft Cluster Server (MSCS) for a high availability system
that ensures failover support, the Set Database and Virtual Server Settings dialog box
appears.
10 In the Set Database Information dialog box, identify the type of account and authentication
details that the ePO server will use to access the database:
aUse the drop-down list to select a database server. If SQL Express was installed, the
name of the database is <computername>\EPOSERVER.
bSelect the type of authentication, then click Next.
•Windows authentication (recommended) — Specify the NetBIOS name of the
Domain associated with the desired domain administrator user account. Then, provide
and verify a password.
NOTE: If the database identification fails, type 1433 or 1434 in the SQL server TCP
port field.
•SQL authentication — Provide the User name that the ePolicy Orchestrator software
will use to access the database, then provide a password. If the installer cannot identify
First-Time Installation
Installing the server
McAfee ePolicy Orchestrator 4.5 Installation Guide14

the port used for communication to and from the server, you might be prompted to
provide that information.
NOTE: The ePolicy Orchestrator account must have DB ownership to the database.
11 Set the HTTP Configuration. Designate the port to be used by each function, then click
Next.
PortFunction
Configurable. McAfee recommends using a port other
than 80.
Agent-to-Server communication port
Configurable.Agent Wake-Up communication port
Configurable port used to send SuperAgent wake-up
calls.
Agent Broadcast communication port
Configurable.Console-to-Application Server communication
port
Configurable port used by the Rogue System sensor to
report host-detected messages to the Rogue System
Detection server using SSL.
Sensor-to-Server communication port
Port 8801. Nonconfigurable port used by McAfee Avert
to provide information on security threats and the
Security Threats communication port
required DAT and engine versions to protect against
them.
See SQL documentation for configuration information.SQL server TCP port
NOTE: Client firewalls block communication from the ePO server. Ensure that the ports
required for communication from the ePO server are available on the client.
12 Optional step (can be performed after ePolicy Orchestrator is up-and-running) . In the
Default Notification Email Address dialog box, type the email address of the recipient of
messages from ePolicy Orchestrator notification or leave the default. For a new recipient,
complete these options, then click Next.
aProvide a default destination for messages.
bSelect Setup email server settings now. However, if you choose Setup email
server settings later, leave the default address.
cType the Fully Qualified Domain Name (FQDN) of the mail server and specify the Port
to use for email.
dSelect This server requires authentication if needed, then type the User name
and Password required to access the server.
For more information, see Automatic Responses in the ePolicy Orchestrator 4.5 Product
Guide .
13 In the Start Copying Files dialog box, click Next to begin the installation.
14 In the Installation Complete dialog box, you can view the Release Notes, launch ePolicy
Orchestrator, or click Finish to complete the installation.
Installing an Agent Handler
Use this task to set up an Agent Handler.
First-Time Installation
Installing an Agent Handler
15McAfee ePolicy Orchestrator 4.5 Installation Guide

Before you begin
You must first install the ePO server with which the Agent Handler is to communicate.
Task
1Open the folder where you extracted the contents of the ePolicy Orchestrator installation
package.
2Copy the AgentHandler folder to the intended Agent Handler server system.
3Double-click and run Setup.exe. Installation activities take place in the background. When
they are completed, the InstallShield Wizard for McAfee Agent Handler opens. Click Next.
4Accept the default destination or click Browse to change the destination, then click Next.
The Server Information page opens.
5Type the machine name of the ePO Server with which the Agent Handler is to communicate.
6Type the port to be used for server-handler communication. Port 8433 is the default. McAfee
recommends that you change the port designation. See the discussion of Ports in the Server
and Agent Handler requirements section.
7Type the ePO Admin User name and password of a user with global administrator
privileges. If these credentials are to be used for the database as well, click Next to start
the installation.
NOTE: These credentials must be identical with those used during installation of ePolicy
Orchestrator.
8If you want to use different database credentials than those mentioned in step 7, follow
these additional steps:
aDeselect Use ePO Server's database credentials, then click Next.
bType the name of the SQL database server.
cSelect Windows Authentication or SQL Authentication, then type the credentials.
NOTE: These credentials must be identical with those of a previously defined SQL Server
user.
9Click Next. The installation process begins.
First-Time Installation
Installing an Agent Handler
McAfee ePolicy Orchestrator 4.5 Installation Guide16

Upgrading to ePolicy Orchestrator 4.5
This chapter provides instructions for upgrading an existing version of ePolicy Orchestrator to
version 4.5 of the software.
Contents
Unsupported products
Performing backups before upgrading
Upgrading the ePO server from version 3.6.1
Upgrading the ePO server from version 4.0
Removing unused consoles
ePolicy Orchestrator 3.6.1 and earlier provided the option of installing remote consoles (MMC).
If remote consoles are present, use Windows Add/Remove programs feature to remove them.
Unsupported products
The following products are no longer supported in version 4.5 and are not migrated.
• McAfee ePolicy Orchestrator Agent for Macintosh OS X
• McAfee ePolicy Orchestrator Agent for Linux
• McAfee ePolicy Orchestrator Agent for Netware
• McAfee NetShield 4.6.3 for NetWare
• McAfee Common Management Agent 3.5.5
• McAfee LinuxShield 1.3
• McAfee LinuxShield 1.4
• McAfee LinuxShield 1.5
• McAfee Site Advisor Enterprise 1.5
• McAfee Non-Windows Agents v2.0
• McAfee VirusScan Mobile Enterprise
• McAfee System Compliance Profiler 2.0
• McAfee Network Access Control 3.0 Patch 2
• McAfee Policy Auditor 5.0
• McAfee Policy Auditor 5.0.1
• McAfee Group Shield for Exchange 6.0
17McAfee ePolicy Orchestrator 4.5 Installation Guide

• McAfee Groups Shield for Exchange 6.0.2 with SKE RTW Repost_5200
• McAfee Virex 7.7
• McAfee VirusScan 8.0i with McAfee AntiSpyware Enterprise Patch 16
• McAfee VirusScan For Macintosh 8.5
• McAfee VirusScan For Macintosh 8.6
Performing backups before upgrading
Before you upgrade to version 4.5, back up all ePolicy Orchestrator databases, as well as the
ePO directory. Additional information is available in the following Knowledge Base articles:
KB articleePolicy Orchestrator Version
KB532193.6x
KB514384.0
Upgrading the ePO server from version 3.6.1
This task upgrades the ePO server from ePolicy Orchestrator version 3.6.1 Patch 4 or later to
version 4.5. McAfee recommends that you monitor the upgrade process. It might require you
to restart the system.
The default location of version 3.6.1 is:
C:\Program Files\McAfee\ePO\3.6.1
Before you begin
You must install the SQL 2005 Backwards Compatibility package before upgrading an ePolicy
Orchestrator installation if you are using a remote database server or a local SQL 2005 server
that does not already have it installed.
Task
1Log on to the desired system using an account with local administrator permissions.
2If you are using Microsoft SQL Server 2005 or 2008, verify that it is running.
3Run the Setup program.
• From the product CD: select a language in the ePolicy Orchestrator autorun window,
then select Install ePolicy Orchestrator 4.5.
• From software downloaded from the McAfee website: go to the location containing the
extracted files and double-click Setup.exe.
NOTE: If any prerequisite software is missing from the installation target computer, a
list of those items appears. Click Next. The installation process for each software item
not listed as Optional begins automatically. For Optional items, a dialog box appears,
where you can allow installation or reject it.
4In the Welcome window of the installation wizard, click Next. A warning message lists
which products are no longer supported with this version of the software. These products
are not migrated to the ePolicy Orchestrator 4.5 Repository.
Upgrading to ePolicy Orchestrator 4.5
Performing backups before upgrading
McAfee ePolicy Orchestrator 4.5 Installation Guide18

5In the Choose Destination Location dialog box, accept the default installation path or click
Browse to select a different location, then click Next.
If installing on a cluster server, the Set Database and Virtual Server Settings dialog box
appears. Otherwise the Set Administrator Information dialog box appears.
6In the Set Administrator Information dialog box, type and verify the user name and
password for logging on to this ePO server for the first time, then click Next. For security
reasons, ePolicy Orchestrator does not allow accounts with blank passwords.
7In the Set Database Information dialog box, identify the type of account and authentication
details that the ePO server will use to access the database.
Indicate whether ePolicy Orchestrator will use a Windows NT user account or a SQL Server
user account. McAfee recommends using Windows NT authentication.
NOTE: The name of the database server that was set during the original installation cannot
be changed here.
•Windows authentication (recommended) — Specify the NetBIOS name of the
Domain associated with the desired domain administrator user account. Then, provide
and verify a password.
•SQL authentication — Provide the User name that ePolicy Orchestrator will use to
access the database, then provide a password. If the installer cannot identify the port
used for communication to and from the server, you might be prompted to provide that
information. Otherwise, the SQL server TCP port field shows the port and is disabled.
When upgrading an installation using NT authentication, the Set Database Information
panel of the wizard appends the domain name to the User name field and auto-populates
the port field with 1433. Remove the domain from the User name field and click Next.
You will receive a port error. Dismiss this error and manually retype the port number
1433, then click Next.
•For security reasons, ePolicy Orchestrator does not accept accounts with blank passwords.
NOTE: If you are installing on a system with a local SQL 2005 database server, you must
manually type the TCP port number on the Set Database Information page of the installation
wizard.
8Click Next to display the HTTP Configuration dialog box. The values that were set during
the original installation cannot be changed here.
PortFunction
Configurable. McAfee recommends using a port other
than 80.
Agent-to-Server communication port
Configurable.Agent Wake-Up communication port
Configurable port used to send SuperAgent wake-up
calls.
Agent Broadcast communication port
Configurable.Console-to-Application Server communication
port
Configurable port used by the Rogue System Sensor to
report host-detected messages to the Rogue System
Detection server using SSL.
Sensor-to-Server communication port
Port 8801. Nonconfigurable port used by McAfee Avert
to provide information on security threats and the
Security Threats communication port
required DAT and engine versions to protect against
them
Upgrading to ePolicy Orchestrator 4.5
Upgrading the ePO server from version 3.6.1
19McAfee ePolicy Orchestrator 4.5 Installation Guide

PortFunction
Port 1433. Nonconfigurable unless connection has failed.
It then becomes configurable. See SQL documentation
for additional information about configuring this port.
SQL server TCP port
9Click Next. In the Default Notification Email Address dialog box, type the email address
for the recipient of messages from ePolicy Orchestrator Notifications, or leave the default.
For a new recipient, complete these options, then click Next.
aProvide a default destination for messages.
bSelect Setup email server settings now. If you choose Setup email server settings
later, leave the default address.
cType the Fully Qualified Domain Name (FQDN) of the mail server and specify the Port
to use for email.
dSelect This server requires authentication if needed, then type the User name
and Password required to access the server.
For more information, see Automatic Responses in the ePolicy Orchestrator 4.5 Product
Guide .
10 In the Start Copying Files dialog box, click Install.
11 In the Installation Complete dialog box, click Finish to complete the installation.
Upgrading the ePO server from version 4.0
This task upgrades the ePO server from ePolicy Orchestrator version 4.0 Patch 3 or later to
version 4.5. McAfee recommends that you monitor the upgrade process. It might require you
to restart the system.
The default location of ePolicy Orchestrator version 4.0 is:
C:\Program Files\McAfee\ePolicy Orchestrator
Before you begin
You must install the SQL 2005 Backwards Compatibility package before upgrading an ePolicy
Orchestrator installation if you are using a remote database server or a local SQL 2005 server
that does not already have it installed.
Task
1Log on to the desired system using an account with local administrator permissions.
2If you are using Microsoft SQL Server 2005 or 2008, verify that it is running.
3Run the Setup program.
• From the product CD: select a language in the ePolicy Orchestrator autorun window,
then select Install ePolicy Orchestrator 4.5.
• From software downloaded from the McAfee website: go to the location containing the
extracted files and double-click Setup.exe.
NOTE: If any prerequisite software is missing from the installation target computer, a
list of those items appears. Click Next. The installation process for each software item
not listed as Optional begins automatically. For Optional items, a dialog box appears,
where you can allow installation or reject it.
Upgrading to ePolicy Orchestrator 4.5
Upgrading the ePO server from version 4.0
McAfee ePolicy Orchestrator 4.5 Installation Guide20