Performing the initial Email Security configuration

The management interface is the port through which the virtual appliance is managed and administered. It is also the port through which integration of the Central Management System appliance and a managed appliance is managed. With the single-port address type, the management interface is also the port through which a managed appliance requests and downloads software updates from the DTI network.

Initial settings need to be configured to set up the management interface, and to allow access to the network, change the default administrator password, and so on.

If your virtual appliances are managed by VMware vCenter Server, the Deploy OVF Template wizard includes a Customize template screen that allows you to enter your activation code and supply CLI commands that configure the appliance. You can also reset the password for the "admin" user on this screen.

If the wizard does not include the Customize template screen or if you choose not to use it, you can use the console of the vSphere Web Client to type the activation code and commands that allow the admin to log in to the CLI or Web UI to configure the appliance. You can fully configure the appliance from the console, but it might be inconvenient because you cannot paste into the console.

Using the customize template screen

The Customize template screen is included in the Deploy OVF Template wizard if you connect to your ESXi host through VMware vCenter Server. For an illustration of this screen and information about the other wizard screens, see Installing a virtual EX series appliance.

Trellix recommends that you use the Customize template screen to do at least the following:

Enter the activation code for your virtual appliance. The activation code contains many characters. The vSphere Web Client prevents you from pasting the activation code into the vSphere Web Client console, and it is easy to make a typing error.
Reset the password for the "admin" user if password authentication will be used to log into the CLI or Web UI over the network. The password must be changed to a password of at least eight characters.

You can also use this screen to provide commands for configuration settings that the system will apply during the initial boot. This can be convenient if you have a large number of virtual appliances to deploy, because you can create base sets of commands and then customize them for each deployment.

Note

You can use the system virtual bootstrap reset command to reset the Customize template screen values after the virtual appliance is deployed and running.

The following table describes the fields in the Customize template screen.

Field	Description
Activation Code	The code you received in a secure email from Trellix that gives the virtual appliance its identity and access credentials.
Initial CLI commands	A Base64-encoded set of commands that at a minimum allow the appliance to connect to your network. To use this field, type the commands in plain-text format, encode them to Base64, and then paste the encoded string into this field. (You could use the Linux command `cat <filename>.txt \| base64 \| tr -d '\n'` to encode the commands.) Consider using this field for network connectivity only, because the size of the string could become unwieldy. The string can be a maximum of 65,535 bytes, and cannot be line-wrapped.
Initial CLI commands URL	A URL that points to a file on your network (for example, `http://acme.com/operations/6500V_config.txt`). To use this field, enter CLI commands that configure additional settings in plain-text format, and store the file on an HTTP server in your network. The virtual appliance needs network connectivity (which the commands in the Initial CLI commands field can establish) to access the file referenced in the URL.
Reset admin password	A password of at least eight characters. The initial "admin" password must be reset to allow the admin user to log into the CLI or Web UI over the network unless both of the following are true: The CLI commands being executed set an SSH authorized key for the admin user, which allows the admin to log in remotely without a password. You disable password logins using the `username admin disable password` command.

Using the Console

Trellix recommends that you use the Customize template screen to provide initial configuration settings, because you cannot copy and paste into the vSphere Web Client console. However, if you do not use this screen, and if the license update feature is not enabled, Trellix recommends that you accept the evaluation licenses during the initial configuration, because typing the keys is tedious and prone to error. After the activation code is entered and the admin user has access to the appliance Web UI or CLI , you can copy and paste the license keys.

To perform the initial configuration of a virtual appliance:

Log in to vSphere Web Client.
In the left pane, expand the ESXi IP address and then select the virtual appliance.
Click the icon next to the appliance name.
Note
If the virtual appliance is not running, click the green arrow next to this icon to start it. (The arrow in the illustration above is dimmed because the virtual appliance is already running.)
At the login prompt, enter admin.
At the password prompt, enter admin.
If prompted to change the password, configure a new password using the username admin password <new password> command. You will be logged out. Log in again with the new password.

Start the configuration jump-start wizard:

hostname (config) # configuration jump-start

Answer the wizard questions as described in Wizard Steps.

Email Security — Server Wizard Steps

The following table describes the questions the configuration wizard prompts you to answer. As noted in t he table, the wizard skips some steps based on your answers to previous steps.

Note

Press Ctrl+C to exit the configuration wizard. After the management interface is configured, an administrator can use the configuration jump-start CLI command to run the wizard again.

Step	Response
Hostname?	Enter the hostname for the appliance.
Admin password?	(Optional) Enter a new administrator password.
Confirm admin password?	Re-enter the new administrator password.
Enable remote access for 'admin' user?	Enter yes to enable the administrator to log in to the appliance remotely. Enter no to disable remote access.
Enable IPv4 for the management interface (ether1)?	Enter yes to enable the IPv4 protocol. If you enter no, IPv4 setup is skipped and you are redirected to the IPv6 configuration, where you can enable or configure IPv6 instead.
Use zeroconf on ether1 interface?	Enter yes to use zero-configuration (zeroconf) networking. Enter no to specify a static IP address and network mask. (If you specify yes, the next step is skipped.) NOTE: Do not use zeroconf on the primary interface.
Primary IP address and masklen?	Enter the IP address for the management interface in A.B.C.D format and enter the network mask (for example, 1.1.1.2 /24).
Default gateway?	Enter the gateway IP address for the management interface.
Primary DNS server?	Enter the IP address of the DNS server.
Enable IPv6 on management interface (ether1)?	Enter yes to enable configuration. Enter no to disable configuration. The default setting is no.
Enable IPv6 autoconfig (SLAAC) on ether1 interface?	Enter yes to enable configuration. Enter no to disable configuration. The default setting is no.
Enable DHCPv6 on ether1 interface?	Enter yes to enable configuration. Enter no to disable configuration. The default setting is no.
Primary IPv6 address and masklen (connection may be lost upon change)?	Enter the IPv6 address in X:X:X:X:X:X:X:X format and the prefix length. Example: 2001:db8::1/64.
Primary DNS server?	Enter the IPv6 address in X:X:X:X:X:X:X:X format. Example: 2001:db8::1.
Domain name?	Enter the domain for the management interface (for example, it.acme.com).
Enable fenet service?	Enter yes to enable access to the DTI network.
Enable fenet license update service?	Enter yes to enable the licensing service to automatically download your licenses from the DTI network and install them. (If licenses are downloaded and installed successfully, the wizard skips the step that prompts for the product license key and the step that prompts for the security-content updates key.)
Sync appliance time with fenet?	Enter yes to synchronize the appliance time with the DTI server time. If you enabled the licensing service, synchronization prevents a feature from being temporarily unlicensed due to a time gap. The wizard makes three attempts to perform this step before it gives up and moves to the next step.
Update licenses from fenet?	Enter yes to download and install your licenses. The wizard makes three attempts to perform this step before it gives up and moves to the next step.
Enable NTP?	Enter yes to enable automatic time synchronization with one or more Network Time Protocol (NTP) servers.
Enable FaaS VPN?	Enter yes to enable the appliance to connect to Managed Defense (formerly called FireEye as a Service) over the Internet using a secure SSL VPN connection. (This step is skipped if no MD_ACCESS license is installed. This step is performed automatically if you entered yes in the "Enable Incident Response or Compromise Assessment?" step.
Enable IPv6?	Enter yes to enable IPV6 protocol, which changes network routing from IPv4 to IPv6.
Enable IPv6 autoconfig (SLAAC) on ether1 interface?	Enter yes to enable IPv6 autoconfig on the ether1 (management interface) port. (This step is skipped if you entered no in the "Enable IPv6" step.)
Enable DHCPv6 on ether1 interface?	Enter yes to use DHCPv6 to configure IPv6 hosts with IP addresses. (This step is skipped if you entered no in the "Use DHCP on ether1 interface" or "Enable IPv6" step.)
Submission: Interface?	Press Enter to accept ether1 as the interface through which sensors and brokers communicate. Otherwise, enter the name of the other interface. (If you accept ether1, the next three steps are skipped.) NOTE: To keep management and data traffic separate, Trellix recommends that you use another management interface, such as ether2, and not a monitoring interface.
Use DHCP on <name> interface?	Enter yes to use Dynamic Host Configuration Protocol (DHCP) to configure the submission interface IP address and other network parameters. Enter no to manually configure the IP address and network settings. (If you enter yes, the static IP addressing steps are skipped.)
Submission: IP address and masklen?	Enter the IP address for the submission interface in A.B.C.D format and enter the network mask (for example, 10.1.1.1 /24).
Submission: Default IPv4 gateway?	Enter the gateway IP address for the submission interface.
Product license key?	Enter the product license key you obtained from Trellix, or press Enter to install a 15-day evaluation license. (This step and the next step are skipped if you entered yes in the "Enable fenet license update service?" step and if licenses were successfully installed as a result.)
Security-content updates key?	Enter the security-content license key you obtained from Trellix, or press Enter to skip this step and install the license later.