Bomgar Verify Installation Guide © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. TC:8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Table of Contents Bomgar Verify Server Topology Internal Server With No External-Facing Web Portal 4 4 Internal Server With Web Resources Published Via a Reverse Proxy, SSL, VPN, etc. 5 Internal Server With Additional Edge Server Deployed in the DMZ 6 Available Bomgar Verify Portals 6 Prerequisites 8 Software Requirements 8 Hardware Requirements 8 Network Connectivity 8 Bomgar Verify Installation 9 Install Microsoft .NET Framework 3.5 9 Begin Bomgar Verify Installation 9 Install Microsoft .NET Framework 3.5 12 Begin Edge Server Installation 13 Advanced Configuration Wizard 16 LDAP tab 16 eMail tab 17 SMS/Voice Gateway tab and Multi-Gateway Support 19 Web SMS Gateway tab 20 Bomgar Verify Admin GUI 26 Upgrading 27 Install Microsoft .NET Framework 3.5 Migrate Bomgar Verify to Another Server Additional Information 27 29 31 Bomgar Verify Services 31 Example Admin User Configured With ADSI Edit 31 Bomgar Verify Service Permissions Account Wizard 35 CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 2 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE LDAP Security CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) 36 BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 3 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Bomgar Verify Server Topology Bomgar Verify Security Server 8.1.501 introduces some exciting new features for the two-factor authentication (2FA) arena, including push notification technology and Near Field Communication (NFC). Push notifications work by sending messages to the notification center or the status bar of a user's smart phone. NFC allows customers to authenticate using their smart phone. These new features are dependent on the architectural topology of the Bomgar Verify Server implementation. This section of the guide has been created to provide some guidelines for selecting the correct topology to deliver all required features for each organization’s Bomgar Verify Security Server solution. Note: It is important that the architectural topology of the Bomgar Verify Server implementation be decided prior to installation. Internal Server With No External-Facing Web Portal Advantages of this topology In this topology, there are not any external-facing portals, which means the portals cannot be accessed via the internet. Therefore, server hardening is not required, and the risk of attack to these portals is limited to internal users only. Note: Bomgar Verify’s Manage My Token portal requires two-factor authentication. Disadvantages of this topology The following token types are not supported: CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 4 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE l Oneswipe online push l Oneswipe offline NFC In addition, users need to be on the internal local area network (LAN) or VPN to manage changes to their token types in the Manage My Token portal. Internal Server With Web Resources Published Via a Reverse Proxy, SSL, VPN, etc. The Manage My Token portal located in the Internet Information Services (IIS) default website, SecEnrol, must be published to the internet via a reverse proxy or load balance appliance. Advantages of this topology All token types are supported including oneswipe push and NFC. Users are able to manage their tokens externally from any internet location. Disadvantages of this topology The Manage My Token portal must be published to the internet. The risk of attack is to this portal and other portals is greater because it is exposed to external users. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 5 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Internal Server With Additional Edge Server Deployed in the DMZ When installing the Bomgar Verify Edge Server, Custom Install must be selected, and only the Manage My Token portal should be installed. Advantages of this topology All token types are supported, including oneswipe push and NFC. Users are able to manage their tokens externally from any internet location. Disadvantages of this topology The Manage My Token portal web service must be hardened using Microsoft’s recommended techniques or must be published through a DMZ-located reverse proxy. The risk of attack is to this portal and other portals is greater because it is exposed to external users. Available Bomgar Verify Portals All of the following Bomgar Verify portals can be published to the internet: l l l Admin Portal - enables the Bomgar Verify Security Server Admin console. It is not a recommended practice to publish this portal to the internet unless the organization is a cloud provider. Manage my Token Portal - enables the token management portal. This portal may be required for initial enrollment of users and for on-going management of token types. Lost Token Emergency Access Portal - allows end users to request a temporary code to disable their lost device. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 6 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Note: This portal is not protected with two-factor authentication and relies on a PIN and password combination along with answers to predefined secret questions for access. It is recommended that customers do not publish this to the internet and instead rely on a manual helpdesk process or internal LAN connection for access. l l SecServer Portal - is required for Bomgar Verify if the Windows Logon Agent is being used for logging into remote laptops. This portal is not required if the organization is not using Windows Logon Agent or is only using the agent to protect internal servers and desktops. SecRep - is installed by default on all server instances and is used to automate the replication of the server.ini file between multiple Bomgar Verify servers, when enabled. IMPORTANT Do not publish SecRep to the internet because there is a risk of exposing configuration settings to external users. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 7 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Prerequisites Software Requirements l Windows 2008 (R2) or Windows 2012 (R2) l Internet Information Services (IIS) installed with default settings l Microsoft .NET 2 and .Net 3.5 installed. l Active internet Connection Hardware Requirements l CPU: Pentium class processor 1 GHz or faster l HD: 150 Mb of available hard disk space l RAM: 120 Mb of available RAM Network Connectivity Bomgar Verify Security Server needs read/write access to your Active Directory server via LDAP through port 389 or LDAPs through port 636. Note: A service account must exist within each configured domain for all Bomgar Verify servers. l l l l If the Web SMS Gateway is being used to send SMS messages, the Security Server needs HTTPS access to the internet through port 443. If Apple Push is being used, access to port 2195 is needed in order to allow communication to the Apple Gateway, gateway.push.apple.com. The IIS Agent pre 5.4 needs HTTP access between the IIS server being protected and the Verify Server through port 80. The VPN, IIS Agent, or other RADIUS-based client requires access to Verify’s RADIUS service through the default UDP or port 1812. It is recommended that two security servers be installed for each IIS agent or each RADIUS client that is being authenticated. Each security server should be configured to connect to a primary and secondary Active Directory server. This approach prevents any single point of failure. FOR OPERATING SYSTEMS NOT USING ENGLISH LANGUAGE The following groups must be created prior to installation: Administrators and Guests. The Administrators group must possess local administrator accounts. The Guests group must possess IIS user accounts using IUSR_(hostname). CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 8 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Bomgar Verify Installation New Installation of Bomgar Verify Security Server The following steps describe how to install the Bomgar Verify Security Server and guide the user through the installation process via the Advanced Configuration Wizard. Please make sure the correct license keys are provided with the purchase of Bomgar Verify Security Server. If a license key has not been received, please contact Bomgar Support at help.bomgar.com. Note:During installation, a check is completed to see if Microsoft .NET Framework 3.5 is installed. If it is not installed, Bomgar Verify downloads and installs the framework. Install Microsoft .NET Framework 3.5 1. Locate the Bomgar Verify Security Server software and execute the setup file. 2. During this time, the Microsoft .NET Framework 3.5 check is completed. If needed, the framework is downloaded. 3. Click I agree to Microsoft’s license terms to being downloading the framework. 4. Click Install. 5. When the .NET installation is compete, click OK to continue. 6. Click Accept to accept the Bomgar Verify license terms. 7. Click Next. 8. Accept the default destination path for installation, or enter a new path where Bomgar Verify Security Server software should be installed. Click Next. Begin Bomgar Verify Installation 1. Click I agree to Microsoft’s license terms to being downloading the framework. 2. Click Install. 3. When the .NET installation is compete, click OK to continue. 4. Click Accept to accept the Bomgar Verify license terms. 5. Click Next. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 9 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 6. Accept the default destination path for installation, or enter a new path where Bomgar Verify Security Server software should be installed. Click Next. 7. On the Setup Type screen, select Typical. 8. Click Next. 9. On the summary screen, click Install. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 10 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 10. For the installation type, select New Installation. Click Continue. IMPORTANT During installation, a unique, customer encryption key is created and encrypted with AES 256 bit technology. It encrypts any user data such as private telephone numbers and the token types selected and stored within the Bomgar Verify Security Server. It is essential that the key created and saved in the file config.db is not deleted or overwritten with a second installation. Otherwise, it is not possible to decrypt the user data stored within the Bomgar Verify Security Server. For disaster recovery situations, future upgrades, and/or server replications, a backup of Config.db and server.ini MUST be made. Note: For disaster recovery, future upgrades, and/or server replications, a backup of Config.db and server.ini MUST be made. For 32-bit installations, use dir :\program Files\Bomgar\Security Server, and for 64-bit installations, use dir :\program Files (x86)\Bomgar\Security Server. 11. If the server does not have the CGI module of IIS installed, a warning message appears. Select OK to allow Bomgar Verify to begin installing the missing module. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 11 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 12. If the server does not have the ASP.NET module in IIS, a warning message appears. Select OK to allow Bomgar Verify to begin installing the missing module. 13. Complete the installation by entering the company name and license key. Click Continue. Note:The company name is displayed when sending passcode messages to mobile devices. Install the Bomgar Verify Edge Server The following steps describe how to install the Bomgar Verify Edge Server and guides the user through the installation process via the Advanced Configuration Wizard. Install Microsoft .NET Framework 3.5 1. Locate the Bomgar Verify Security Server software and execute the setup file. 2. During this time, the Microsoft .NET Framework 3.5 check is completed. If needed, the framework is downloaded. 3. Click I agree to Microsoft’s license terms to being downloading the framework. 4. Click Install. 5. When the .NET installation is compete, click OK to continue. 6. Click Accept to accept the Bomgar Verify license terms. 7. Click Next. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 12 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 8. Accept the default destination path for installation, or enter a new path where Bomgar Verify Security Server software should be installed. Click Next. Begin Edge Server Installation 1. On the Setup Type screen, select Custom. Click Next. 2. Select features. Click Next. 3. On the summary screen, click Install. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 13 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 4. For the installation type, select New Installation. Click Continue. 5. If the server does not have the CGI module of IIS installed, a warning message appears. Select OK to allow Bomgar Verify to begin installing the missing module. 6. If the server does not have the ASP.NET module in IIS, a warning message appears. Select OK to allow Bomgar Verify to begin installing the missing module. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 14 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 7. Complete the installation by entering the company name and license key. Click Continue. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 15 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Advanced Configuration Wizard Any new installation of the Bomgar Verify Security Server requires the user to step through each tab within the Advanced Configuration Wizard. This is essential in order to finalize the install, to implement batch services, and to start the services. These actions can occur only after the user has clicked Continue on each tab. A warning appears on the screen if the user attempts to exit without completing everything within the wizard. LDAP tab Enter all details about the web server. The web server is the machine hosting and operating the Bomgar Verify Admin Graphical User Interface (GUI). 1. Select the Directory Type: Microsoft Active Directory (AD), Novell eDirectory, Managed Users (Microsoft LDS), OpenLDAP, or Sun Directory Server. 2. Enter the domain name for Primary Domain 1. Information entered for Primary Domain 1 should reflect the domain where the AD resides. 3. Press Tab. Move the cursor into the Enter UserID field of the Search for DN section. 4. Type the name of the account that manages the Bomgar Verify server. 5. Click Get DN of UserID. This action automatically populates the DN account details, providing the user is logged on as the domain administrator for the domain. 6. Click Example to see an example of the administrator DN as provided directly from AD. 7. If correct, enter the password for the account. 8. Enter the name(s) of the AD server(s). 9. If SSL certificates have been deployed on the AD servers, LDAPs on port 636 can be used by checking the Use SSL box. Note: LDAPs generally require a fully qualified server name. 10. After completing the required fields, test the connection to the server(s) by clicking Test Server 1 or Test Server 2. 11. If OK is returned, click Continue. If OK is not returned, error messages display and must be rectified before continuing. Note: LDAPS generally require the server name to be fully qualified. If "Use SSL" is selected, the server name MUST be the same name as set in the common name of the Directory's server certificate. 12. If an additional domain is needed, click Add New Domain. 13. Enter the LDAP settings for the new domain. The web server information does not need to be changed. Note: The Net Bios Name is optional and needs to be sets only if the UserID log on uses the net bios name. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 16 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Note: If Use SSL is selected, the server name MUST be the same name as set in the common name of the Directory's server certificate. 14. Once all information has been entered and a successful test completed, click Continue. A message displays in the wizard, confirming the batch services have been installed. 15. Click Save and Continue. Note: Any combination of Vendor LDAP servers is supported in any order. Each domain is configured with its own Bomgar Verify administration account for read and write permissions. Each Domain MUST share the same Bomgar Verify administration account, or secondary servers in the same domain will to batch master. This can cause the batch server to run many times and to send multiple passcodes within a single day. eMail tab 1. Enter the IP address for the SMTP server in the Email Server Host field. 2. Enter the Admin Email Address for the SMTP server. 3. Check Authentication is required. 4. Enter the necessary details needed for the SMTP server to require authentication. 5. To support SMTP servers using TLS, check Use SSL (TLS). 6. Send a test email by entering information into the Send Test Message To field. 7. Click Test Email Server. 8. If the test was successful, click Continue. Note: Please ensure that the SMTP server has been setup to allow relays from the Bomgar Verify server. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 17 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE IIS URLs tab The IIS URLs are viewed and maintained from this tab, and if the server supports HTTPS, the information can be configured here. 1. Check This IIS Server Supports https. 2. Enter the URL of the web server host. 3. Check Advanced Settings - Manage External URLs. 4. Enter URL information in the URL's section. These URL values are included in the system-generated emails sent to users. 5. Click Save and Continue. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 18 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE SMS/Voice Gateway tab and Multi-Gateway Support Multiple gateways can be configured and maintained via the SMS/Voice Gateway tab. It is possible to setup as many gateways as needed. Bomgar Verify supports various gateway types, like WebSMS, Voice, and Serial or TCP IP modems. The gateways can be configured based on priority and can easily be disabled using the wizard. The priority order of the gateways is controlled using Up and Down. The gateways can be restricted per country to allow the user more control over which service is used for certain countries. This is to help overcome difficulties sending SMS messages in countries that might not support advanced SMS features, such as flash messages and SMS overwrite. Once the priority order set, the priorities can be tested by clicking Test Connection.... CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 19 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Web SMS Gateway tab 1. Select Add to install a Windows service that communicates with a web-based SMS gateway. An account is required to use any selected web SMS provider. 2. Enter the UserID and Password information for the account. 3. Click Proxies. Enter the proxy information, if needed. 4. Once completed, click Test Connection. If the test is successful, a message appears indicating SMS Gateway responded OK. 5. Enter dialing codes for countries that should serviced by this modem in the Restrict to country field. To restrict a modem to a certain domain, make a selection from the Restrict to domain. 6. If errors appear, click the link in Click here to browse to gateway to manually check a web conection. If the web browser connection is responding, a Fail Auth should be returned. This message is returned because no account information was sent; however, it proves the SMS Gateway server can be reached and a response received. Bomgar Verify can connect to many web-based SMS providers; however, a new template may be required. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 20 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Modem 1. Select Add to install a Windows service that communicates with an SMS modem. The SMS modem is a serial GSM device attached directly to the Verify server's serial interface. This option allows a corporation to use its own SIM chip from their Telco and take advantage of any free or group SMS call rates. 2. To configure the Phone Gateway, make sure the device is connected and powered on. 3. The following are configurable options: a. Select a Connection: Choose whether the connection occurs via a Serial/USB or TCP/IP. b. Select a Serial Port: Select a serial port. c. Select Baud Rate: Select the appropriate baud rate. d. Send Simple Text: When enabled, this option allows SMS messages to be sent in simple mode. Use this feature if the Telco operator does not support message overwrite (PDU mode). e. Restrict to country: Enter dialing codes for countries that should be serviced by this modem. f. Restrict to domain: Select whether to restrict service to a certain domain. 4. When complete, click OK. The test carries out an ATI and signal strength test. Version is shown as well as signal strength information. Note: Signal strength is measured from 0-31. An acceptable figure is 16 or above. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 21 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Voice A Voice gateway is configured similar to a web SMS 1. Select Add to install a Windows service that communicates with a web-based Voice Gateway. 2. Enter the UserID and Password account information. This is provided by the web voice provider. 3. Click Proxies. Enter th proxy information, if needed. 4. Once completed, click Test Connection. If the test is successful, a message appears indicating Gateway responded OK. 5. Enter dialling codes for countries that should be serviced by this modem in the Restrict to country field. To restrict a modem to a certain domain, make a selection from Restrict to domain. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 22 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Mail SMS 1. To allow a third-party facility to have the ability to send SMS messages via a SMTP server, configure a gateway and include it in the prioritized list of gateways. 2. Select Add. 3. Complete the Address Format field, which should be similar to #MOBILENUMBER#@atyourprovider.com. 4. If the Telco provider allows modifications to the Subject Format and Body Format fields, modify these as well. 5. Enter dialling codes for countries that should be serviced by this modem in the Restrict to country field. To restrict a modem to a certain domain, make a selection from Restrict to domain. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 23 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Push The following push notification gateway service connections can be tested from the Push tab by clicking Test Connection: l ApplePushService l GoogleCloudMessaging l MicrosoftPushService The test connection returns a status, and a trace is displayed if desired. Proxy for Web Services If the organization requires the use of a proxy server, click Proxies. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 24 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Enter the proxy settings. Once the properties for the proxy server are saved, the user can select the proxy when configuring individual gateways for web services. Note: To configure proxies for multiple gateways, proxies must be enabled individually for each gateway. RADIUS Tab By default, Bomgar Verify uses RADIUS port 1812. If this port is already in use, the user can change this setting. Once Update is selected, the RADIUS batch service starts. IMPORTANT For new installations, it is important to know that the Advanced Configuration Wizard is not allowed to close until all tabs have been updated. This is to ensure the batch services start with the correct information. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 25 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Bomgar Verify Admin GUI To start the Bomgar Verify Admin Graphical User Interface (GUI), navigate to Start > Programs > Bomgar > Local Security Server Administration. The login screen appears. For more information on managing and configuring Bomgar Verify, please see the Bomgar Verify Administration Guide at https://www.bomgar.com/docs/integrations/verify/. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 26 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Upgrading Prior to Upgrade Before upgrading the Bomgar Verify Security Server software, please make a copy of the following files: l config.db l configpre54.db l local.ini l server.ini These files are located in the following locations: l 32-bit installations: dir > Program Files > Bomgar > Security Server l 64-bit installations: dir > Program Files(x86) > Bomgar > Security Server Export the registry key, HKLM\software\SecurEnvoy and make a backup copy of the DATA directory. IMPORTANT Before upgrading, it is crucial that a backup is made of the following files: config.db, configpre54.db, local.ini, and server.ini. If the upgrade fails, these files are required to recover the previous Verify instance. Upgrade Process Locate the Bomgar Verify Security Server software and execute the setup.exe file. This will install on top of the existing installation, all server configuration and user’s settings will be preserved. Note: Any bespoke HTML templates that have been created, will require re-creating upon each Bomgar Verify Security Server after the upgrade. Install Microsoft .NET Framework 3.5 1. Locate the Bomgar Verify Security Server software and execute the setup file. 2. During this time, the Microsoft .NET Framework 3.5 check is completed. If needed, the framework is downloaded. 3. Click I agree to Microsoft’s license terms to being downloading the framework. 4. Click Install. 5. When the .NET installation is compete, click OK to continue. 6. Click Accept to accept the Bomgar Verify license terms. 7. Click Next. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 27 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 8. Accept the default destination path for installation, or enter a new path where Bomgar Verify Security Server software should be installed. Click Next. Once the installation is complete, the Advanced Configuration Wizard automatically launches, and configuration can begin. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 28 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Migrate Bomgar Verify to Another Server IMPORTANT Before migrating servers, it is crucial that a backup is made of the following files: config.db, configpre54.db, local.ini, and server.ini. For 32-bit installations, the files are located at dir\Program Files\Bomgar\Security Server. For 64-bit installations, the files are located at dir\Program Files(x86)\Bomgar\Security Server. The recommended method for migrating a Bomgar Verify installation from one server to another is to conduct a clean install of the Bomgar Verify Security server on the new target machine. 1. When the Advanced Configuration Wizard begins, select Additional server (Replica). 2. Follow the screen prompts, indicating when to use the config.db and server.ini files from the existing server. All global configuration data is stored on the Bomgar Verify server in the server.ini file, and all user data is stored and encrypted in the LDAP server and domain. Therefore, no user data is affected when adding an additional Bomgar Verify server. 3. When the new Bomgar Verify server is fully operational, the original server can be decommissioned. Note: The RADIUS clients, IIS, and Windows login agents all require updating in order to communicate with the correct Bomgar Verify server. Note: Multiple security servers must share the same security encryption key, config.db. It is essential to backup this file before migration. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 29 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Steps to Install Additional Verify Security Servers 1. Run the Security Server’setup.exe file. Install the program on the next required server. a. Select Additional Server (Replica). b. Press Upload config.db. c. Browse to the config.db file on the first installed security server installed. The default location for this file is for 64-bit installation at C:\Program Files (x86)\Bomgar\Security Server. d. Repeat the same task for the server.ini file and optionally for the gateway.ini file. Note: Each Bomgar Verify Security Server uses a local.ini file and a server.ini file. This process has been created to assist deployments where multiple Bomgar Verify servers exist. Any changes made on a server update the server.ini file or local.ini file. At which point, these files must be copied to the other servers. The local.ini file stores data regarding local configuration details. The server.ini file stores data about global configuration details. 2. Start the Security Server Admin GUI on the new server. a. Select the menu config by navigating to Start > All Programs > Bomgar > Bomgar Local Administration b. For a default installation, the physical path is C:\Program Files (x86)\Bomgar\Security Server\LOCALADMIN\localadmin.exe. c. Match any changes made to ensure that all servers have the same configuration settings. Additional servers MUST share the same Bomgar Verify administration account for each domain they manage. The batch server start times must be set to start at the same time, allowing for any local time zone changes occur properly. Multiple batch server processes must run within ten minutes of each other or multiple day codes may be sent to end users. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 30 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE Additional Information Bomgar Verify Services It is good practice to check that all Bomgar Verify services are running after installation. 1. Click Start > Run > services.msc. 2. Press OK. 3. All Bomgar Verify services start with SecurEnvoy for searching and indexing. Check which SecurEnvoy options have started. Default options are: l SecurEnvoy Batch Server l SecurEnvoy RADIUS l SecurEnvoy WebSMS Gateway Example Admin User Configured With ADSI Edit For Windows 2008 Server 1. Create a user called Bomgar Verify. 2. Select Password never expires. 3. Right-click the top directory. 4. Select Properties. 5. Select Security. 6. Click Add to add the Bomgar Verify user. 7. Click Advanced. 8. Re-select the user in the Permission entries list. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 31 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 9. Click Edit.... 10. Select Properties. 11. In the Apply onto field, select Descendant Contact Objects. Check the following: a. Allow Write Telex Number b. Allow Write Telex Number (Others) c. Allow Write Mobile Number d. Allow Write E-Mail 12. Change the Apply onto field from Contact Objects to User Objects. All the selected attributes carry over to User Objects. 13. Select Object. 14. Select Descendant User Objects. 15. Check Reset Password and Change Password. 16. Click OK. 17. Click Apply. The account should have six permissions. adsf 18. Right-click AdminSDHolder under the directory CN=system and select Properties. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 32 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE a. Select Allow inheritable permissions. b. Press OK. This adds support for users that are members of the following protected groups: l Administrators l Account Operators l Server Operators l Print Operators l Backup Operators l Domain Admins l Schema Admins l Enterprise Admins l Cert Publishers Note: The Write userAccountControl permission, found within Properties > Descendant User Objects, is required for password reset. For Windows Server 2012 1. Create a user called Bomgar Verify. 2. Select Password never expires. 3. Run ADSI Edit. 4. Right-click the top directory. 5. Select Properties. 6. Select Security. 7. Click Add to add the Bomgar Verify user. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 33 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE 8. Click Advanced. 9. Re-select the user in the Permission entries list. 10. Click Edit…. 11. Select Properties. 12. In the Applies onto field, select Descendant User Objects. Check the following: a. Allow Write Telex Number b. Allow Write Telex Number (Others) c. Allow Write Mobile Number d. Allow Write E-Mail e. Click OK. 13. From Advanced Security Setting, click Edit. 14. In the Applies To field, select Descendant User Objects. 15. Check Reset Password and Change Password. 16. Click OK. 17. Click Apply. The account should have five entries. 18. Right-click AdminSDHolder under the directory CN=system. Select Properties > Security Tab > Advanced. Select the option Enable Inheritance. Click OK. This adds support for users that are members of the following protected groups: l Administrators l Account Operators l Server Operators CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 34 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE l Print Operators l Backup Operators l Domain Admins l Schema Admins l Enterprise Admins l Cert Publishers Note: Additional servers MUST share the same Bomgar Verify administration account for each domain they manage. 19. To test, start the Bomgar Verify Admin GUI. 20. Enable a user. 21. Enter the mobile number. 22. Click Update User. 23. The message returned should say OK, Passcode Sent To Gateway. If the message ERR, Error writing to LDAP, General access denied error is received, then the write permissions are incorrect. Bomgar Verify Service Permissions Account Wizard 1. Create a service account within Active Directory. 2. Make sure the password is set to not expire. 3. Enter the service account within the Service Account Name field. 4. Click Get DN. It is also possible to set a specific OU; however, this should not be required within most environments. 5. Set the needed permissions : a. Primary TelexNumber b. telenexNumber c. mobile d. mail e. Reset Password f. Change Password g. pwdLastSet h. userAccountControl 6. Click Apply. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 35 TC: 8/22/2016 BOMGAR VERIFY INSTALLATION GUIDE LDAP Security It is required for the LDAP dmin account used by Bomgar Verify to have Active Directory permissions as follows: l Read All User Attributes l Write Access To Telex Number l Write Access To Mobile Number (Optional) l Write Access To E-Mail Address (Optional) Note: When installing Bomgar Verify Managed Users Microsoft ADAM, only a username is required as Bomgar Verify automatically creates an admin account called Bomgar Verify. In addition, Bomgar Verify Managed Users Microsoft ADAM always uses a PIN because the password can be seen in clear text. CONTACT BOMGAR info@bomgar.com | 866.205.3650 (US) | +44 (0) 1628 480 210 (UK/EMEA) BOMGAR.COM © 2016 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective owners. 36 TC: 8/22/2016