Secure Web Gateway Virtual Appliance Initial Configuration Guide Proxy SG SWG

User Manual:

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Contents
Chapter 1: Overview
Chapter 2: Before You Begin
Chapter 3: Create the SWG Virtual Appliance
Chapter 4: Configure the SWG Virtual Appliance
Appendix A: Frequently Asked Questions

Blue Coat® Systems

Secure Web Gateway

Virtual Appliance

Initial Configuration Guide

SGOS 6.5.x

Platform: VMware vSphere Hypervisor

Secure Web Gateway Virtual Appliance Guide

INTELLIGENCECENTER, CACHEOS, CACHEPULSE, CROSSBEAM, K9, DRTR, MACH5, PACKETWISE, POLICYCENTER, PROXYAV,

PROXYCLIENT, SGOS, WEBPULSE, SOLERA NETWORKS, DEEPSEE, DS APPLIANCE, SEE EVERYTHING. KNOW EVERYTHING.,

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registered trademarks or trademarks of Blue Coat Systems, Inc. or its affiliates in the U.S. and certain other countries. This list may not be

complete, and the absence of a trademark from this list does not mean it is not a trademark of Blue Coat or that Blue Coat has stopped

using the trademark. All other trademarks mentioned in this document owned by third parties are the property of their respective

owners. This document is for informational purposes only.

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iii

Additional Restrictions

ProxySG Appliances

Within sixty (60) days of the date from which the User powers up the ProxySG appliance (“Activation Period”), the Administrator must

complete the ProxySG licensing requirements as instructed by the ProxySG to continue to use all of the ProxySG features. Prior to the

expiration of the Activation Period, the ProxySG software will deliver notices to install the license each time the Administrator logs in to

manage the product. Failure to install the license prior to the expiration of the Activation Period may result in some ProxySG features

becoming inoperable until the Administrator has completed licensing.

Proxy Client:

The Administrator may install the Proxy Client only on the number of personal computers licensed to them. Each personal computer shall

count as one “user” or “seat.” The ProxyClient software may only be used with Blue Coat ProxySG appliances. The Administrator shall

require each user of the Blue Coat ProxyClient software to agree to a license agreement that is at least as protective of Blue Coat and the

Blue Coat ProxyClient software as the Blue Coat EULA.

ProxySG Virtual Appliances, MACH5 or Secure Web Gateway (SWG) Edition:

The ProxySG Virtual Appliances (MACH5 or Secure Web Gateway edition) are licensed on either a perpetual or subscription basis for a

maximum number of concurrent users. Support for the Virtual Appliances will be subject to the separate support agreement entered into

by the parties if the Administrator licenses the Virtual Appliances on a perpetual basis. The Virtual Appliances will (a) not function upon

expiration of the subscription if the Administrator licenses the Virtual Appliances on a subscription basis; or (b) if the traffic exceeds the

maximum number of concurrent users/connections, features may not function beyond the maximum number of concurrent

users/connections. This means that, in these cases, the network traffic will only be affected by the default policy set by the Administrator

(either pass or deny). Such cessation of functionality is by design, and is not a defect in the Virtual Appliances. The Administrator may not

install the same license key or serial number on more than one instance of the Virtual Appliance. The Administrator may move the Virtual

Appliance along with its license key and serial number to a different server, provided that server is also owned by the Administrator and

the Administrator permanently deletes the prior instance of the Virtual Appliance on the server on which it was prior installed. The

Virtual Appliances require a third party environment that includes software and/or hardware not provided by Blue Coat, which the

Administrator will purchase or license separately. Blue Coat has no liability for such third party products.

Document Number: 231-03049

Document Revision: SGOS 6.5.x. June 2014, Rev. A

Secure Web Gateway Virtual Appliance Guide

Contents

..............................................................................................................................................................iii

Additional Restrictions .....................................................................................................................iii

Chapter 1: Overview

About This Guide ............................................................................................................................... 5

Conventions Used in This Guide ..................................................................................................... 6

Terminology ........................................................................................................................................ 6

Chapter 2: Before You Begin

Verify Support for VMware Products ............................................................................................. 9

Verify System Requirements............................................................................................................. 9

Disk Requirements for a RAID Deployment ......................................................................... 11

Recommended IOPS for an iSCSI SAN Deployment ........................................................... 11

Verify Resource Availability........................................................................................................... 11

Retrieve Appliance Serial Numbers...............................................................................................12

User Limits .................................................................................................................................. 13

Create a Virtual Switch .................................................................................................................... 13

Chapter 3: Create the SWG Virtual Appliance

Download the Virtual Appliance Package.................................................................................... 15

Import a SWG VA............................................................................................................................. 16

Migrate a Virtual Disk to a Different Physical Disk.............................................................. 17

Reserve Resources for the SWG VA............................................................................................... 18

Power on the SWG VA..................................................................................................................... 19

Chapter 4: Configure the SWG Virtual Appliance

Prepare for Initial Configuration.................................................................................................... 21

Complete Initial Configuration ...................................................................................................... 22

Deploying the SWG VA in a Proxy Chain .................................................................................... 24

Verify Your Configuration .............................................................................................................. 24

Verify Network Connectivity................................................................................................... 24

Verify Management Console Access....................................................................................... 24

Retrieve and Install the SWG VA License..................................................................................... 25

Prevent Licensing Issues ........................................................................................................... 25

When to Power Off the SWG VA ................................................................................................... 26

Powering off the SWG VA........................................................................................................ 26

Monitor the SWG VA....................................................................................................................... 26

Licensing Metrics for the SWG VA.......................................................................................... 27

Additional Information.................................................................................................................... 28

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Appendix A: Frequently Asked Questions

Features and Performance............................................................................................................... 29

What are the Differences Between Proxy Edition, ProxySG VA MACH5 Edition, and

SWG VA? .............................................................................................................................. 29

Can I Manage SWG VA Using Blue Coat Sky?...................................................................... 30

How Can I Ensure Optimal Performance of the SWG VA?................................................. 30

Blue Coat WebFilter ......................................................................................................................... 30

How Do I Download the Blue Coat WebFilter Database? ................................................... 31

Why Can’t I Download the Blue Coat WebFilter Database/Why isn’t the SWG VA

Filtering Web Traffic? ......................................................................................................... 31

SWG VA Deployment in a Proxy Chain ....................................................................................... 31

Upgrading SGOS .............................................................................................................................. 33

Serial Numbers and Licensing........................................................................................................ 33

How Can I Prevent Duplicate Serial Numbers?.................................................................... 33

I Don't Have Duplicate Serial Numbers. Why is My License Suspended? ....................... 34

How Do I Renew my Subscription for the SWG VA? .......................................................... 34

How Do I Upgrade the User Limit for the SWG VA? .......................................................... 34

How Do I Update the License Key? ........................................................................................ 35

Chapter 1: Overview

The Secure Web Gateway Virtual Appliance (SWG VA) is a software solution

that can be installed and deployed on a server running VMware vSphere

Hypervisor. SWG VA facilitates server consolidation in that the SWG VA can

co-exist with other virtual machines on a single hardware platform, including

ProxySG Virtual Appliance MACH5 Edition. With the SWG VA providing

security, the other virtual machines can provide branch office services (such as

Domain Controller, print, DNS, and DHCP), as well as any VMware-certified

software application.

Blue Coat is VMWare Ready™, having worked closely with VMware to ensure

that the SWG VA runs efficiently in the virtual environment and meets all

technical criteria and specifications.

Note: VMware Ready is a validation program designed to provide the best

possible user experience among virtual appliances deployed in production.

This status indicates that Blue Coat has followed best practices and that the

SWG VA is optimized for VMware vSphere, helping to ensure “ready-to-run”

reliability and security.

About This Guide

This guide is intended for users who are deploying and running a SWG VA on

VMware’s vSphere Hypervisor. It provides information on the minimum

system requirements and instructions for creating and configuring a virtual

ProxySG appliance.

The following topics are covered in this guide:

❐"Before You Begin" on page 9

❐"Create the SWG Virtual Appliance" on page 15

❐"Configure the SWG Virtual Appliance" on page 21

❐"Frequently Asked Questions" on page 29

Note: BlueTouch Online (https://bto.bluecoat.com) has the most up-to-date

version of this guide.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Conventions Used in This Guide

This guide uses the following typographical conventions:

Terminology

The following table lists the terms used in this guide.

Convention Example

Terms that identify buttons, fields, menus, or options

on the user are shown in Palatino font.

1. Select Maintenance > Licensing > Install.

2. Click Retrieve.

Text that you must type exactly is denoted using

bold, Courier New font.

Enter https://

<ProxySG_IP_address>:8082/mgmt

Information that is variable and specific to your

environment is denoted in angle brackets and in

italics.

<ProxySG_IP_address> in https://

<ProxySG_IP_address>:8082/mgmt

Term Definition

Appliance Serial

Number

A string of numbers that uniquely identify a virtual appliance. On the first

bootup, you must enter the appliance serial number to begin initial

configuration on the SWG VA.

BCLP Blue Coat Licensing Portal, for licensing your SWG VA.

https://services.bluecoat.com/

Datastore Storage defined in VMware vSphere Hypervisor, made up of one or more

physical disks.

Director The Blue Coat Director is the centralized management platform for managing

ProxySG configurations and policies. It allows you to manage multiple

ProxySG appliances in your deployment.

Enable Mode A mode that allows administrative privileges on the Command Line (CLI) of

the ProxySG appliance. You can make changes to the configuration in this

mode.

Enable Password A password used to enter enable mode so that you can configure an

appliance. Enable mode is for administrators who are authorized to configure

an appliance.

VMware vSphere

Hypervisor

The physical computer (host server) on which VMware’s virtualization

product is installed. The vSphere Hypervisor provides CPU and memory

resources, access to storage, and network connectivity to multiple virtual

machines.

Chapter 1: Overview

Management

Console

The Web interface for configuration of the SWG VA.

Enter the following URL in the Web browser for directly accessing the

Management Console:

https://<ProxySG_IP_address>:8082

<ProxySG_IP_address> is the IP address of your SWG VA.

OVF Open Virtualization Format. A format for packaging and distributing virtual

machines. The OVF file in the Virtual Appliance Package (VAP) is an XML

text file that defines the attributes of a specific virtual machine package.

SWG VA A ProxySG with a SWG license running as a virtual appliance on VMware’s

vSphere Hypervisor.

SGOS The ProxySG operating system.

VAP The Virtual Appliance Package is the zip file that contains the OVF file and

the virtual disk files (.vmdk) required for creating the SWG VA. It also

includes this guide, the Secure Web Gateway Virtual Appliance Initial

Configuration Guide.

Virtual Machine An instance of an operating system and one or more applications that run in

an isolated partition of a VMware vSphere Hypervisor. SWG VA is a virtual

machine.

VLAN Virtual Local Area Network. A local area network (LAN) that is created with

software. It maps clients (hosts) logically rather than physically, and extends

across LAN segments instead of remaining in one physical LAN.

WCCP Web Cache Communication Protocol. Allows you to redirect the traffic that

flows through routers.

Term Definition

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Chapter 2: Before You Begin

This chapter assumes that you have configured your hardware platform as a

VMware vSphere Hypervisor, created datastores, and configured the vSphere

Hypervisor for network access. For information on setting up your vSphere

Hypervisor, refer to VMware documentation.

Before you proceed with creating the Secure Web Gateway Virtual Appliance

(SWG VA), perform the following tasks:

❐"Verify Support for VMware Products" on page 9

❐"Verify System Requirements" on page 9

❐"Verify Resource Availability" on page 11

❐"Retrieve Appliance Serial Numbers" on page 12

❐"Create a Virtual Switch" on page 13

Note: The instructions in this document are for vSphere Client version 5.0.

Verify Support for VMware Products

The SWG VA is a VMware Ready™ virtual appliance and is compatible with

the vSphere Hypervisor 4.x and 5.x.

Note: VMotion, Distributed Resource Scheduling (DRS), High Availability

(HA), clustering, and resource pools are not supported in this release.

Verify System Requirements

To achieve the best performance on the SWG VA, it is important that you install

the software on a system that meets the specified requirements. Follow these

guidelines to guarantee satisfactory performance and operation of the SWG

VA.

The host server must be on VMware’s Hardware Compatibility List (see the list

at http://www.vmware.com/resources/compatibility/search.php). The server

must have sufficient virtual resources to run SWG VA, as described in Table 2–

Note: The following requirements reflect Blue Coat’s test environment. Using

the same or a similar configuration should achieve satisfactory performance of

the SWG VA; however, you should expect different performance results if your

resources or virtual drive configuration are different from the configuration

described in Table 2–1.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Table 2–1 General system requirements

Note: Using two nearline 7200 RPM serial attached SCSI (SAS) drives achieves

the disk performance described in Table 2–1. If you have a RAID or iSCSI SAN

deployment, see the following sections for specific requirements.

Resource Requirement

Virtual CPU

Note: You must reserve at least the

minimum CPU. See "Reserve Resources for

the SWG VA" on page 18.

1 GHz (minimum);

2.6 GHz (recommended)

Virtual memory 4 GB

Number of virtual drives

Note: For optimal performance, configure

each virtual drive to be on a separate

spindle. The boot disk -disk1.vmdk can be

shared from either spindle.

Ensure that datastores are on different

physical disks. See "Migrate a Virtual Disk to

a Different Physical Disk" on page 17.

Minimum storage space per drive 200 GB

Minimum number of physical drives

Note: The storage partition in which a SWG

VA is installed must include the

recommended minimum number of physical

drives. This requirement ensures that

adequate disk input/output (I/O)

bandwidth is available to support the

throughput for which the model is rated.

If you have a RAID deployment, see "Disk

Requirements for a RAID Deployment" on

page 11. If you have an iSCSI SAN

deployment, see "Recommended IOPS for an

iSCSI SAN Deployment" on page 11.

Note: On some platforms with

RAID controllers, the storage setup

utility might allow a single drive to

be configured as a RAID 0.

Although a single drive is not

technically a RAID configuration, it

is acceptable.

Disk read/write throughput 300Mbps (ICAP enabled) or

150Mbps (ICAP disabled)

Input/Output Operations Per Second (IOPS)

Note: IOPS is a performance measurement

used for storage devices such as hard disks.

250

Chapter 2: Before You Begin

Disk Requirements for a RAID Deployment

RAID (Redundant Array of Independent Disks) technology is a data storage

scheme that provides storage reliability and increased performance by dividing

and replicating data among multiple hard disk drives. You can install the SWG

VA on a vSphere Hypervisor that implements RAID level 0 or RAID level 5

architecture.

RAID 0 configurations provide the best possible performance for the SWG VA.

RAID 5 configurations, though commonly used, add significant overhead when

writing data to disk and might reduce the overall performance of the SWG VA.

If you plan to install SWG VA in a RAID deployment, Blue Coat recommends the

following physical disk drives requirements:

Note: Blue Coat does not recommend using RAID 5 because it significantly

reduces the number of IOPS.

Recommended IOPS for an iSCSI SAN Deployment

An iSCSI storage area network (SAN) transmits storage data between host servers

and storage subsystems using the iSCSI protocol over an existing Ethernet

connection.

If you plan to install SWG VA in an iSCSI SAN deployment, Blue Coat

recommends 350 IOPS per virtual machine in order to maintain throughput.

Verify Resource Availability

Because all virtual appliances use a hardware resource pool that can be shared

and assigned as needed, you must verify that the vSphere Hypervisor meets the

minimum hardware requirements for the SWG VA model that you have

purchased.

The following instructions describe how to verify system resources on the

vSphere Hypervisor using a VMware client. The client is used to connect directly

to a vSphere Hypervisor or indirectly to a vSphere Hypervisor through vCenter

Server.

To verify resource availability:

1. Access the vSphere Hypervisor using your VMware client by entering the IP

address of the vSphere Hypervisor into the login screen of your VMware

client.

2. To display the summary of the vSphere Hypervisor’s resources, select the

virtual machine and click the Summary tab.

RAID Configuration Version Minimum Number of Physical Drives

RAID 0 2

RAID 5 3

Secure Web Gateway Virtual Appliance Initial Configuration Guide

3. Verify adequate resource availability. For SWG VA resource requirements,

see Table 2–1 on page 10.

a. In the General panel, confirm that the Processor speed meets or exceeds

requirements.

b. In the Resources panel, beside Memory Usage, confirm that the memory

Capacity meets or exceeds requirements.

c. In the Resources panel, in the Capacity column, confirm that there is

adequate free space on a local datastore on the vSphere Hypervisor.

Retrieve Appliance Serial Numbers

The Blue Coat eFulfillment e-mail you received after placing your order for SWG

VA appliances contains activation codes for retrieving appliance serial numbers

from the Blue Coat Licensing Portal (BCLP).

Note: Be sure to use the correct serial number for your SWG VA. It helps ensure

that your license is valid, and it is also used in Blue Coat Web Filter (BCWF)

authentication.

To retrieve appliance serial numbers:

1. Make sure you have a BlueTouch Online (BTO) username and password. In

addition to retrieving appliance serial numbers, these credentials are required

for obtaining your license and downloading software upgrades.

If you do not have a BTO account, contact customercare@bluecoat.com.

For additional contact information, see https://bto.bluecoat.com.

2. Locate the e-mail you received from Blue Coat Systems. This e-mail contains

the software activation codes as well as a link to the BCLP.

3. Log in to BCLP.

a. Click the link embedded in the e-mail.

The BCLP page displays in the web browser.

b. On the BCLP login screen, enter your BTO username and password,

and then click Login.

A Home page displays.

4. In the Enter Activation Code field, enter any activation code that is listed in your

e-mail; the system retrieves all serial numbers from the same purchase order.

a. Type the code as it appears in the e-mail, or copy and paste it into the

Enter Activation Code field.

b. Click Next.

The License Agreement page displays.

5. Read and accept the License Agreement.

a. Read the license agreement.

b. Select I accept at the bottom of the page.

Chapter 2: Before You Begin

c. Click Next.

A serial numbers page displays.

6. Record the appliance serial number(s). You will refer to the serial number

when you perform initial configuration on the SWG VA.

Perform one of the following tasks to note the appliance serial number:

• Write down the serial number(s) listed on the screen.

• Download a comma-separated values (CSV) file containing all of the serial

numbers. Click the link beside Download as CSV file and save the file to disk.

For future reference, record the location and name of the SWG VA with the

serial number.

Note: Each appliance serial number is unique. When performing initial

configuration on the SWG VA, make sure that you use a dedicated serial number

for each instance of a SWG VA. If you reuse a serial number, the SWG VA license

could be suspended. See "Serial Numbers and Licensing" on page 33 for more

information.

User Limits

The SWG VA supports a maximum number of users and enforces this by limiting

the number of unique clients. You can purchase the SWG VA for 25, 50, 100, 250,

500, and 1000 users.

To upgrade the user limit for your SWG VA, see "How Do I Upgrade the User

Limit for the SWG VA?" on page 34.

Create a Virtual Switch

A virtual machine has virtual network interfaces that are not physically cabled to

a network interface card (NIC) on the vSphere Hypervisor host. To provide

network access, a virtual switch (vSwitch) is required to logically connect the

virtual network interfaces on the virtual machine to a physical NIC on the

vSphere Hypervisor host.

By default, the vSphere Hypervisor creates a vSwitch that is connected to a

physical NIC. You can use this default vSwitch, use a vSwitch created for an

existing deployment, or create a new vSwitch for the SWG VA.

The SWG VA can include up to four virtual network interfaces—Interface0,

Interface1, Interface2, and Interface3. If your network topology requires

additional interfaces for handling management traffic to the SWG VA, you can

create vSwitches for the interfaces or use an existing vSwitch that provides the

connectivity you require.

Note: If you use VLANs for segregating traffic within the vSphere Hypervisor or

across your network, you must enable VLAN trunking on all interconnecting

devices such as switches or routers. This guide does not include information on

VLAN configurations.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

To create a virtual switch:

1. In your VMware client, select the virtual machine that will host the SWG VA.

2. Click the Configuration tab and select Hardware > Networking.

3. Click Add Networking.

4. In the wizard that appears, select Virtual Machine in the Connection Types dialog

box. Click Next.

5. Select the switch and the NIC to manage the traffic to and from the SWG VA.

Create a new switch if necessary. The physical NIC will be mapped to the

virtual switch. Click Next.

6. Specify the Network Label. The default label is VM Network.

7. Make sure that the VLAN ID menu has None (0) selected.

Note: This guide assumes that you do not use VLANs. If you use VLANs,

select All (4095) to enable VLAN trunking. This value enables Virtual Guest

Machine Tagging mode on the switch, and allows the virtual switch to

preserve VLAN tags between the virtual machine and the external switch/

router.

8. Click Next.

9. Verify the details and click Finish.

Chapter 3: Create the SWG Virtual Appliance

This chapter describes how to import a virtual appliance in to the vSphere

Hypervisor, enable performance monitoring on the virtual appliance, and

ensure that the Secure Web Gateway Virtual Appliance (SWG VA) has the

resources available for optimal performance.

To create the SWG VA, you must have administrator privileges on the vSphere

Hypervisor.

This chapter covers the following topics:

❐"Download the Virtual Appliance Package" on page 15

❐"Import a SWG VA" on page 16

❐"Reserve Resources for the SWG VA" on page 18

❐"Power on the SWG VA" on page 19

Note: The instructions in this document are for vSphere Client version 5.0.

Download the Virtual Appliance Package

The Virtual Appliance Package (VAP) is a zip file that contains the following

files:

❐Open Virtualized Format (OVF) file.

❐Virtual Machine Disk Format (VMDK) files, one for the boot disk and one

for each virtual disk required on the model. For example, the ProxySG V100

has three.vmdk files.

❐A PDF of this document, the Secure Web Gateway Virtual Appliance Initial

Configuration Guide.

Note: If you have already downloaded the VAP, skip this procedure and

proceed to "Import a SWG VA" on page 16.

To download the VAP:

1. Log in to BlueTouch Online (BTO).

a. In a Web browser, go to https://bto.bluecoat.com/download

b. Enter your BTO username and password when prompted.

2. Download the files.

a. In BTO, click the Downloads tab.

b. Select ProxySG for the product family and select VSWG for the

entitled product.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

c. Click the link for your product model.

d. Click the link for the release. BTO displays the license agreement.

e. Review the license agreement and click I Agree to accept it. BTO

displays the files for the release.

f. Click the link for the file, such as ProxySG6.5.4.3-SWG-V100.zip, to

download it.

g. Extract the contents of the VAP file.

The files should be extracted to a location that can be accessed from the

system running the VMware client or vCenter Server.

Note: Because the .ovf file includes a pointer to the .vmdk files, you must

extract and store the contents of the .zip file within the same folder. Do not

rename the files.

Import a SWG VA

To import a SWG VA:

1. Create the SWG VA on your host vSphere Hypervisor.

Note: In vSphere Hypervisor 4.0, you cannot deploy the OVF from vSphere

Server; you must use the vSphere Client to import OVF templates.

a. In your VMware client, select your host vSphere Hypervisor.

b. Select File > Deploy OVF Template.

Note: The equivalent command in VI Client is File > Virtual Appliance >

Import.

c. In the Deploy from a file or URL field, browse to the location of the OVF

file.

Alternatively, copy and paste the URL of an OVF file.

Click Next.

d. Verify the OVF template details and click Next.

e. Enter a name for the SWG VA, such as “SGVA_Sydney”. (The default

name is “ProxySG Model SWG-V100”). You should enter a name that

is unique within your vSphere Hypervisor host. Click Next.

f. In the Storage dialog box, select a datastore with sufficient free space.

See "Verify System Requirements" on page 9 for disk space

requirements. Click Next.

g. Select a thick provisioning type, and then click Next.

h. Specify the interfaces for the template to use, and then select the

vSwitch to be used.

Chapter 3: Create the SWG Virtual Appliance

i. (If necessary) Connect additional interfaces to different virtual

switches on the vSphere Hypervisor host.

j. Click Next.

k. Review the deployment settings and click Finish to begin creating the

SWG VA.

See the Recent Tasks panel located at the bottom of your VMware client

screen for the progress bar indicating the percentage complete.

2. (Required only if you plan to use the third and fourth interfaces) Enable the

vSwitch for the third and fourth interfaces.

a. Select the SWG VA on the vSphere Hypervisor Server.

b. Right click and select Edit Settings.

c. Select Hardware > Network Adapter 3.

d. In the Device Status panel, mark the Connect at power on check box.

If necessary, repeat these steps for the fourth interface.

e. Click OK.

Migrate a Virtual Disk to a Different Physical Disk

The SWG VA contains two 200 GB virtual disks. For optimal performance of the

SWG VA, these virtual disks should be on different physical disks. If they are both

on the same physical disk, migrate one of them to another disk.

Note: Blue Coat recommends dedicating the entire physical disk to this

virtual machine in order to achieve optimal performance from the

SWG VA.

To migrate a virtual disk to a different physical disk:

1. Using VSphere client, connect to your VCenter server or directly to the ESX

server that hosts the SWG V100 machine.

2. Locate the virtual machine that you named in "Import a SWG VA" on page 16.

If you did not rename it, it is labeled "ProxySG Model SWG-V100". Then,

select the virtual machine and right-click.

3. Select Migrate.

4. Mark the Change datastore option and click Next.

A Select Datastore dialog box displays.

5. (If applicable) If an Advanced >> button is displayed, click it.

6. In the list of Datastores, look for the row that displays ‘Hard disk 2 (200.00 GB)’

in the File column. In that row, click [Current Location]. A drop-down list

appears.

7. From the drop-down list, select a datastore that is on a physical disk other

than the Current Location disk.

8. Click Next.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

9. Select Same format as source.

10. Click Next.

11. In the summary, verify that Hard disk 1 and Hard disk 2 are located on

datastores on different physical disks.

12. Click Finish.

Reserve Resources for the SWG VA

Blue Coat recommends reserving memory and a CPU core for the SWG VA. If

resource allocation is not accurate for the SWG VA, the virtual appliance might

not perform optimally.

If the vSphere Hypervisor host does not have the available resources to satisfy the

resource reservations, the SWG VA will not power on.

To reserve resources:

1. Determine the appropriate value for the CPU reservation. The reservation

should be the full CPU frequency of one core.

a. In your VMware client, select the vSphere Hypervisor host.

b. Click the Summary tab.

c. Under Resources, note the value next to Capacity (for example, 2.26

GHz).

d. Multiply this number by 1,000 to obtain the value in MHz.

For example, 1000 x 2.26 = 2260 MHz.

2. Specify the CPU reservation value for the SWG VA.

a. Select the SWG VA on the vSphere Hypervisor host.

b. Right click and select Edit Settings.

The Virtual Machine Properties window displays.

c. On the Resources tab, select CPU.

d. Specify the Reservation value for the CPU that you determined in Step

1d. Ensure this value is larger than the minimum specified in Table 2–1

on page 10; for example, change the Reservation value to 2260 MHz.

Retain the default values for the other options.

3. Specify the memory reservation for the SWG VA.

a. On the Resources tab, select Memory.

b. Specify the Reservation value for memory allotted to the SWG VA.

Input the value recommended; see "Verify System Requirements" on

page 9.

Retain the default values for the other options.

4. Give the virtual disks on the SWG VA a higher priority access to the physical

disks on the vSphere Hypervisor Server.

(This is recommended if the SWG VA’s datastore is shared by other virtual

machines on the vSphere Hypervisor Server.)

Chapter 3: Create the SWG Virtual Appliance

a. On the Resources tab, select Disk.

b. For each of the disks on the SWG VA, change the value to High in the

Shares field. Setting this value to high ensures that the SWG VA gains

higher priority access to disk resources, as compared to other virtual

machines that use the same physical disks.

c. Click OK to save your settings.

Power on the SWG VA

To power on the SWG VA:

1. Log in to the vSphere Hypervisor Server using your VMware client.

2. Select the SWG VA.

3. Right click and select Power On.

When the SWG VA is powered on, a green arrow appears next to its virtual

machine name.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Chapter 4: Configure the SWG Virtual Appliance

This chapter describes how to perform the initial setup and configuration of the

Secure Web Gateway Virtual Appliance (SWG VA) for transparent redirection

of traffic. The following topics are covered in this chapter:

❐"Prepare for Initial Configuration" on page 21

❐"Complete Initial Configuration" on page 22

❐"Verify Your Configuration" on page 24

❐"Retrieve and Install the SWG VA License" on page 25

❐"When to Power Off the SWG VA" on page 26

❐"Monitor the SWG VA" on page 26

❐"Additional Information" on page 28

Note: The instructions in this document are for vSphere Client version 5.0.

Prepare for Initial Configuration

Use the Console tab on your VMware client to access the SWG VA for initial

configuration. The set-up script prompts you to configure basic network

settings, including adding an interface IP address, and setting up

administrative credentials for console access.

The following table summarizes the prompts in the setup wizard. Before you

launch the setup wizard, obtain and record the information specific to your

deployment in this table. After you have recorded your settings in the table, see

"Complete Initial Configuration" on page 22.

Description Value My Values

Appliance Serial

Number

Refer to the appliance serial number that you

recorded in "Retrieve Appliance Serial Numbers" on

page 12.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Complete Initial Configuration

Complete initial configuration of the SWG VA:

1. Verify that your SWG VA is powered on.

a. Log in to the vSphere Hypervisor Server using your VMware client.

b. Check for power on status. If the SWG VA is powered on, a green

arrow appears next to its virtual machine name.

2. Access the virtual console of the SWG VA on the vSphere Hypervisor Server.

a. Select the SWG VA on the vSphere Hypervisor Server.

Manual set-up or use

Director

If using Director, you must configure a registration

password or shared secret on the Director. The same

password must be entered while performing the

initial configuration. The shared secret is required

because the SWG VA does not have an appliance

certificate at this point.

Note: When you install a license from BlueTouch

Online (BTO), an appliance certificate is also

installed. After you install the license, you can

change your configuration to use Director

subjugation. The appliance certificate is used instead

of the shared secret when subjugating with Director.

Interface

configuration

Identify the IP addresses and subnet masks for the

interfaces.

You also have an option to assign a VLAN ID to each

interface. If you use VLANs for segregating traffic

within the vSphere Hypervisor Server or across

your network, you must enable VLAN trunking on

all interconnecting devices such as switches or

routers. This guide does not include information on

VLAN configurations.

Default gateway Provide the IP address for the default gateway.

Primary DNS server Provide the IP address for the primary DNS server.

Administrator

username (ID) and

password

The password you assign here will also be used for

accessing enable mode in the command line interface

(CLI). Enable mode allows you to make

configuration changes.

The default enable username is admin.

Description Value My Values

Chapter 4: Configure the SWG Virtual Appliance

b. Select the Console tab and click inside the console window to activate

your mouse.

3. The appliance serial number is unique for each appliance and must be used on

only one SWG VA. For more information, see "Retrieve Appliance Serial

Numbers" on page 12.

a. Enter the appliance serial number at the prompt.

Note: The leading zeroes are significant for serial numbers. Enter all 10

digits at the prompt.

b. Press Enter.

4. Follow the prompts and enter the details in the setup script.

a. Press Enter three times to activate the serial console.

Note: To release the mouse from the VMware client’s Console tab, press

Ctrl+Alt.

b. When asked How do you plan to configure this appliance? specify your

preference for either configuring the SWG VA manually or using

Director.

If you are using Director, assign a registration password on Director

and enter the password in the setup console when prompted. For

information on setting up a registration password, refer to the Blue

Coat Director Configuration and Management Guide.

c. At the Enter interface number to configure prompt, specify an interface.

d. You are prompted Is the IP address to be configured on a non-native VLAN?

Specify Y or N.

Note that if you use VLANs for segregating traffic within the vSphere

Hypervisor Server or across your network, you must enable VLAN

trunking on all interconnecting devices such as switches or routers.

This guide does not include information on VLAN configurations.

e. Specify the IP address and subnet mask for the selected interface.

f. Specify the IP address for the default gateway.

g. Specify the IP address for the DNS server.

h. Change the username for administrative access on the SWG VA. The

default username is admin.

i. Add a password for allowing administrative access privilege.

j. When prompted, enter your Enable password.

k. At the Do you want to secure the serial port? prompt, specify Y or N.

l. When asked Restrict access to authorized workstations? specify Y or N to

indicate whether you allow non-authorized workstations to access the

Management Console.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

5. Press Enter three times to activate the serial console.

6. (If necessary) Repeat the previous steps to configure more interfaces.

7. Close the Console:

a. Press Ctrl+Alt to release the mouse from the Console.

b. Click an area outside of the Console tab.

Deploying the SWG VA in a Proxy Chain

If you are deploying the SWG VA in a proxy chain, you must configure the SWG

VA to foward traffic to an upsteam proxy that can access Blue Coat servers. See

"SWG VA Deployment in a Proxy Chain" on page 31 for instructions.

Verify Your Configuration

Do the following to verify your configuration.

Verify Network Connectivity

To verify that the traffic in your network is being intercepted as required, use the

ping, traceroute, or test CLI command. See the Command Line Interface Reference

for more information.

Verify Management Console Access

The Management Console is a graphical Web interface that allows you to manage,

configure and monitor the SWG VAfrom any location. The Management Console

requires a supported browser and version of Java Runtime Environment (JRE);

refer to the SGOS 6.5.2.x Release Notes to identify the browsers and JRE version

supported for your operating system.

To log in to the Management Console:

1. In a web browser, go to the following URL:

https://<IP_address>:8082

The default management port is 8082.

<IP_address> is the IP address you configured in "Complete Initial

Configuration" on page 22.

Note: When you enter the URL for the Management Console, the browser

may display an error about an untrusted connection or security certificate.

Depending on the browser you use, you must proceed with the connection to

access the Management Console or add an exception to allow access to the

web site. For specific instructions, refer to the documentation for the browser.

2. In the prompt that appears, enter the user name and password that you

created in "Complete Initial Configuration" on page 22. The Management

Console displays.

Chapter 4: Configure the SWG Virtual Appliance

Retrieve and Install the SWG VA License

To retrieve and install the SWG VA license for the first time, the SWG VA

appliance must be allowed access to the following Blue Coat servers:

❐https://download.bluecoat.com

❐https://services.bluecoat.com

Note: If the SWG VA is a downstream proxy and cannot access these servers

directly, make sure you have performed the additional configuration steps in

"SWG VA Deployment in a Proxy Chain" on page 31 before completing the

procedure below.

The SWG VA license contains data that is used to uniquely identify the SWG VA

as a Blue Coat appliance.

Note: If a license is not installed, after you power on the appliance, users who

open a browser window will see an exception page indicating that the device is

not licensed.

To retrieve and install the SWG VA license:

1. In the Management Console, select Maintenance > Licensing > Install.

2. Click Retrieve.

3. In the dialog box that displays, do the following:

a. Enter your BTO account login information.

b. Click Request License. The Confirm License Install dialog box displays.

c. Click OK to begin license retrieval.

4. (Optional) Click Show results to verify a successful retrieval. If any errors occur,

verify that you are connected to the Internet.

5. Click Close.

After you complete the license installation, you do not have to reboot or shut

down the appliance.

Prevent Licensing Issues

To prevent licensing issues, ensure the SWG VA is allowed network access to the

license validation server at https://validation.es.bluecoat.com. If communication

with the server fails, the license may be suspended; thus, a constant internet

connection is required for the SWG VA to communicate regularly with the license

validation server to confirm that the serial number is not being used on another

SWG VA.

If the license validation server detects duplicate serial numbers, your license is

invalidated. See "Serial Numbers and Licensing" on page 33 for more

information.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

When to Power Off the SWG VA

Some tasks that you perform on the SWG VA require a shutdown. When you do

any of the following, save all of your configuration changes and then power off

the SWG VA:

❐Backing up the SGOS configuration

❐Upgrading the server software

❐Taking the server offline for maintenance

❐Migrating the SWG VA to a different server

❐Installing additional or higher-capacity drives on the vSphere Hypervisor

host

❐Adding a serial port to the SWG VA

Powering off the SWG VA

To power off the SWG VA, in the command line interface (CLI), enter the enable

password to go into privileged mode. Then, issue the shutdown command.

Alternatively, you can power off the SWG VA in the VMWare client:

1. In the VMWare client, select the SWG VA.

2. Right click and select Power Off.

Note: Blue Coat recommends that you use the shutdown command instead of

powering off the SWG VA using the vSphere client to avoid losing recent

configuration changes.

Monitor the SWG VA

It is important to keep tabs on the health of your SWG VA. If a component does

not function correctly, learning of it in a timely manner allows you to take action

before it fails or causes other problems.

The SWG VA monitors the health of a variety of components and determines the

state of each component at one-minute intervals. The state indicates the condition

of the monitored component:

❐OK—The monitored component is behaving within normal operating

parameters.

❐WARNING—The monitored component is outside typical operating parameters

and may require attention.

❐CRITICAL—The monitored component is failing or has exceeded its critical

threshold.

The health state displays at the top right corner of the Management Console and

in the State field (Statistics > Health Monitoring > Licensing).

Chapter 4: Configure the SWG Virtual Appliance

The current state of a component is determined by the relationship between its

current value and its monitoring thresholds. The Warning and Critical states have

thresholds associated with them.

Each component’s health state begins at OK. If the value exceeds the Warning

threshold and remains there for the threshold’s specified interval, the

component’s health transitions to the Warning state and the SWG VA issues a

warning alert.

When a component is in the Warning state and the Critical threshold is exceeded for

the specified interval, the component health transitions to the Critical state and an

error alert is issued.

If the problem is resolved, the value returns below the Warning threshold. If the

value stays below the Warning threshold longer than the specified interval, the

state returns to OK.

To edit the thresholds, click Set Thresholds at the bottom of the Maintenance > Health

Monitoring tab. For more information on thresholds, see the SGOS Administration

Guide.

Licensing Metrics for the SWG VA

If there is a problem with the SWG VA license, the health state displays Warning or

Critical.

Two metrics on the Maintenance > Health Monitoring tab can help you determine if

there is a licensing issue and what you can do to resolve it. These metrics are

specific to the SWG VA:

❐License Server Communication Status—Monitors the connection to the license

validation server.

If the connection to the license validation server is lost, the State field (Statistics

> Health Monitoring > Licensing) displays the health state and the Value field

displays the number of days remaining until the license is suspended. The

health state depends on the threshold that is set:

•Warning—Default interval is six days before license suspension.

•Critical—Default interval is 0 days before license suspension.

If there is an error with the communication status, re-establish connection to

the license validation server. The state returns to OK if connection is successful.

If you do not re-establish the connection within seven days, the SWG VA

license is suspended. The SWG VA must communicate successfully with the

license validation server to restore proxy functionality.

❐License Validation Status—Monitors the validity of the SWG VA license,

ensuring no duplicate serial numbers are in use.

If the license validation server detects a duplicate serial number, the State field

(Statistics > Health Monitoring > Licensing) displays the health state and the Value

field displays the number of days remaining until the license is suspended.

The health state depends on the threshold that is set:

•Warning—Default interval is 30 days before license suspension.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

•Critical—Default interval is 0 days before license suspension.

If the license validation server detects a duplicate license and the license is not

disabled before the grace period expires, the license is suspended. You must

delete the SWG VA with the duplicate license to restore proxy functionality.

See "Serial Numbers and Licensing" on page 33 for more information.

Additional Information

You have completed configuring and verifying your initial configuration on the

SWG VA. For further information, use the context-sensitive online help in the

Management Console. You can also refer to the following documents at BTO:

❐SGOS Administration Guide for complete product documentation on SGOS.

• “Section C: Configuring Blue Coat WebFilter and WebPulse” in the

“Filtering Web Content” chapter in the SGOS Administration Guide for

information on configuring Blue Coat Web Filter (BCWF) rules.

❐WCCP Reference Guide for comprehensive information on WCCP concepts and

configuration tasks.

Appendix A: Frequently Asked Questions

This appendix answers some questions you may have about the following

topics and the SWG VA:

❐"Features and Performance" on page 29

❐"Blue Coat WebFilter" on page 30

❐"SWG VA Deployment in a Proxy Chain" on page 31

❐"Upgrading SGOS" on page 33

❐"Serial Numbers and Licensing" on page 33

Features and Performance

This section covers the following topics about features and performance:

❐"What are the Differences Between Proxy Edition, ProxySG VA MACH5

Edition, and SWG VA?" on page 29

❐"Can I Manage SWG VA Using Blue Coat Sky?" on page 30

❐"How Can I Ensure Optimal Performance of the SWG VA?" on page 30

What are the Differences Between Proxy Edition, ProxySG VA

MACH5 Edition, and SWG VA?

The table below shows a high-level comparison of features available in the full

Proxy Edition appliance, ProxySG VA MACH5 Edition, and SWG VA.

Feature Proxy Edition ProxySG VA MACH5

Edition SWG VA

Authentication Full LDAP and IWA used

for the Web Security

Module of the Blue

Coat Cloud Service

Full

Web Filtering (Blue Coat WebFilter) Yes No Yes

SSL Proxy Yes Yes Yes

HTTP Proxy Yes Yes Yes

CIFS Proxy Yes Yes No

MAPI Proxy Yes Yes No

Streaming Proxy Yes Yes Yes

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Can I Manage SWG VA Using Blue Coat Sky?

Blue Coat Sky and its features are not available in the SWG VA.

How Can I Ensure Optimal Performance of the SWG VA?

For optimal performance of the SWG VA, follow these guidelines:

❐When you back up your system configuration, use the archiving feature in the

SWG VA; do not take snapshots of the SWG VA configuration. Snapshots are

detrimental to the performance of the SWG VA, and they also occupy a lot of

disk space.

❐Suspending the SWG VA suspends all traffic going through it. It may result in

dropped connections, depending on when the suspension occurs and the

protocols in use. Clients must reconnect when the SWG VA becomes available

again; however, suspending and resuming traffic creates a poor performance

experience for users.

❐Refer to the Sizing Guide for hardware specifications, and ensure that your

hardware meets or exceeds the guidelines for best performance.

Blue Coat WebFilter

This section covers the following topics about Blue Coat WebFilter (BCWF) Web :

❐"How Do I Download the Blue Coat WebFilter Database?" on page 31

❐"Why Can’t I Download the Blue Coat WebFilter Database/Why isn’t the

SWG VA Filtering Web Traffic?" on page 31

ICAP Support Yes No Yes

Object Caching Yes Yes Yes

Video Caching Yes Yes Yes

Byte Caching Yes Yes No

Central Management Director Director Director

Reporting Available via

Reporter and

ThreatPulse

Available via

Reporter and

ThreatPulse

Available via

Reporter and

ThreatPulse

ProxyClient Management Full Acceleration only Security only

Feature Proxy Edition ProxySG VA MACH5

Edition SWG VA

Appendix A: Frequently Asked Questions

How Do I Download the Blue Coat WebFilter Database?

Blue Coat WebFilter is a content filtering database that protects data and users

from network attacks

To download the BCWF database, refer to “Section B: Setting up a Web Content

Filter” in the “Filtering Web Content” chapter in the SGOS Administration Guide.

Note: For the SWG VA, do not enter credentials (username and password) to

download the database.

Why Can’t I Download the Blue Coat WebFilter Database/Why isn’t

the SWG VA Filtering Web Traffic?

You may experience one of the following issues with BCWF:

❐You are unable to download the BCWF database.

❐Even though you have configured filtering rules in the Management Console,

you may notice that the SWG VA is allowing URLs that belong to categories

you blocked.

It takes up to 24 hours after you receive the Blue Coat eFulfillment e-mail for

BCWF activation to occur. If you are unable to download the BCWF database or

you notice that the SWG VA is not filtering traffic as expected 24 hours after you

receive the e-mail, verify that your settings are correct. Refer to “Section C:

Configuring Blue Coat WebFilter and WebPulse” in the “Filtering Web Content”

chapter in the SGOS Administration Guide.

SWG VA Deployment in a Proxy Chain

If you have a forward proxy deployment where the SWG VA is installed as the

downstream proxy and cannot connect directly to the following Blue Coat

servers, you must configure the SWG VA to forward this traffic to an upstream

proxy that has access to the Blue Coat servers:

❐https://download.bluecoat.com

❐https://services.bluecoat.com

❐https://validation.es.bluecoat.com

To allow the SWG VA to communicate with Blue Coat servers, create an HTTP

forwarding host on the SWG VA and ensure that download-via-forwarding is

enabled (it is enabled by default). You can add the host to the default forwarding

sequence, but if you do not want to forward all traffic through the default

sequence, you must install policy to allow forwarding to Blue Coat servers.

Note: If you have this type of deployment and do not perform these steps, the

SWG VA will be unable to connect to the server and the license may be

suspended.

To configure the SWG VA:

Secure Web Gateway Virtual Appliance Initial Configuration Guide

1. Select the SWG VA on the vSphere Hypervisor Server to Access the virtual

console.

2. Select the Console tab and click inside the console window to activate your

mouse.

3. Press Enter three times to activate the serial console.

4. Select the CLI option and enter your credentials.

5. Enter enable to go into Enable mode, and then enter your Enable password

when prompted.

6. Enter the following commands:

Note: If you do not want to forward all client HTTP requests to the hosts

specified in the sequence, do not enter the default-sequence add

<host_alias> command shown below. Instead, you will configure policy to

use the forwarding host. For more information on forwarding and proxy

chaining, refer to the SGOS Administration Guide.

#conf t

Enter configuration commands, one per line. End with CTRL-Z.

#(config)forwarding

#(config forwarding)create host <host_alias> <host_name> http proxy

#(config forwarding)default-sequence add <host_alias>

#(config forwarding)download-via-forwarding enable

In the commands above:

•<host_alias> is a name that you specify for this host

•<host_name> is the name of the host domain, such www.mysite.com, or its

IP address

7. Close the Console:

a. Press Ctrl+Alt to release the mouse from the Console.

b. Click an area outside of the Console tab.

8. (If necessary) If you did not add the host to the default forwarding sequence,

install the following policy:

condition=bluecoat_services forward(<host_alias>)

define url.domain condition bluecoat_services

validation.es.bluecoat.com

services.bluecoat.com

download.bluecoat.com

Appendix A: Frequently Asked Questions

end

❐In the policy above, <host_alias> is the forwarding host you configured in the

CLI.

Upgrading SGOS

As new SGOS versions are released, you may want to upgrade the SGOS version for the

SWG VA. Keep the following in mind:

• You must have a valid, unexpired license to upgrade your virtual appliance software.

If your license has expired, you must renew your subscription with Blue Coat before

you can upgrade the software.

• The procedure for upgrading the software on a virtual appliance is the same as for

upgrading a physical appliance. See the Blue Coat SGOS 6.5.2.x Release Notes for details.

• When upgrading the software, you do not need to download and install a Virtual

Appliance Package (VAP). VAPs are used for initial configuration only.

Serial Numbers and Licensing

This section covers the following topics about serial numbers and licensing:

❐"How Can I Prevent Duplicate Serial Numbers?" on page 33

❐"I Don't Have Duplicate Serial Numbers. Why is My License Suspended?" on

page 34

❐"How Do I Renew my Subscription for the SWG VA?" on page 34

❐"How Do I Upgrade the User Limit for the SWG VA?" on page 34

How Can I Prevent Duplicate Serial Numbers?

Do not reuse serial numbers.

The SWG VA periodically connects to the license validation server to confirm that

the license is still valid. If the license validation server detects a duplicate serial

number, the SWG VA displays a warning beside License Validation Status on the

Health Monitoring tab (Maintenance > Health Monitoring). When the license is in this

state, you have a specified number of days to determine which SWG VAs have

duplicate serial numbers and then delete the duplicates (the default time window

is 30 days). If you do not delete the duplicates within the specified time window,

the license is suspended.

License suspension disables proxy functionality and the Management Console

displays the Duplicate serial number detected error message. If you receive this error

message, follow the steps in KB5173 to resolve the issue:

https://kb.bluecoat.com/index?page=content&id=KB5173

Secure Web Gateway Virtual Appliance Initial Configuration Guide

I Don't Have Duplicate Serial Numbers. Why is My License

Suspended?

After you have verified that you do not have duplicate serial numbers (see "Serial

Numbers and Licensing" on page 33), your license should no longer be

suspended; however, if the license validation status still has a warning, the SWG

VA may be unable to connect to the Internet.

If the SWG VA has not been able to contact the license validation server, the

license will not be reactivated until connectivity to the internet is restored. To fix

this problem, troubleshoot network connection problems within your

deployment.

If the SWG VA is a downstream proxy in a forward proxy deployment and cannot

access Blue Coat web sites directly, make sure that you have created and

configured an HTTP forwarding host according to instructions in "SWG VA

Deployment in a Proxy Chain" on page 31.

How Do I Renew my Subscription for the SWG VA?

Your original Blue Coat eFulfillment e-mail contains details about the

subscription, including the Start Date and End Date for the subscription.

To renew your subscription for the SWG VA:

1. Contact customercare@bluecoat.com.

2. After Customer Care renews your subscription, update the license key

through the Management Console. See "How Do I Update the License Key?"

on page 35.

3. To verify that the subscription has been updated, click the View tab and

confirm that the licensed components have new expiration dates.

Note: You cannot request a user limit upgrade and renew a subscription on a

single order; the upgrade and renewal must be on separate orders.

How Do I Upgrade the User Limit for the SWG VA?

To increase the user limit for your SWG VA, contact customercare@bluecoat.com.

After your order is processed, you receive a Blue Coat eFulfillment e-mail with

the upgrade activation code. Then, log in to the Blue Coat Licensing Portal (BCLP)

to upgrade.

You will need the following information to upgrade:

❐the serial number of the SWG VA that you want to upgrade

❐the upgrade activation code that you received in your Blue Coat eFulfillment

e-mail

To upgrade the user limit for the SWG VA:

1. Go to the Blue Coat Licensing Portal (BCLP):

https://services.bluecoat.com

Appendix A: Frequently Asked Questions

2. Log in with your BTO username and password.

3. Select ProxySG > SG Upgrades.

4. In the Appliance Serial Number field, enter the serial number for the SWG VA

that you want to upgrade.

5. In the Activation Code field, enter the upgrade activation code that you received

in your Blue Coat eFulfillment e-mail.

6. Click Submit.

7. Update the license file. Follow the instructions in "How Do I Update the

License Key?" on page 35.

8. To verify that the user limit for the SWG VA has been upgraded, click the View

tab and confirm that the number of concurrent users has increased.

Note: You cannot request a user limit upgrade and renew a subscription on a

single order; the upgrade and renewal must be on separate orders.

How Do I Update the License Key?

Install the license key file through the SWG VA Management Console.

1. Launch the SWG VA Management Console.

2. Select Maintenance > Licensing > Install.

3. In the License Key Automatic Installation section, click Update. A Confirm

License Install dialog displays.

4. Click OK.

Secure Web Gateway Virtual Appliance Initial Configuration Guide

Secure Web Gateway Virtual Appliance Initial Configuration Guide Proxy SG SWG

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