SecureAccess V Series Deployment Guide

Introduction

Celestix Networks delivers an exceptional combination of secure connectivity features, scalability, and simplicity in cost-efficient virtual and hardware appliances. Ready-to-deploy appliances offer easier management that reduces the risk and cost of security solutions. Celestix® solutions offer flexibility to protect access to IT resources.

The Celestix® SecureAccess V Series Appliance provides simplified configuration for Microsoft® Windows Server® 2012 R2 remote connectivity solutions. The V Series facilitates access management, bring your own device (BYOD) programs, and anywhere access to work files.

A well-planned cloud blueprint can help users to work how and when they are most productive. Through the V Series, organizations can choose the connectivity options best suited to organizational goals.

• Always-on remote connection for both end user access and client management.
• RADIUS and multifactor authentication.
• Encrypted access to internal resources without a VPN.
• Streaming access to hosted applications from any device.
• Synced work files access by supported devices from wherever, even without network connectivity.

The foundation of your Celestix virtual appliance is the award-winning Comet engine. Comet provides a web user interface (web UI) for convenient access to administration functions like setup, network configuration, and server task management. For the V Series, it also provides simplified installation and configuration for secure connectivity and supporting technologies.

The product installs as a trial version. A license activation key must be purchased from Celestix and uploaded to the virtual appliance before the 30-day trial period ends.

The Celestix V Series is a hardened and secure virtual appliance platform that is optimized for secure Windows deployment.

The 2.2.0.0 V Series offers the following functionality:

• SecureAccess client
• Read-only access to the web UI
• SSO portal update

Guide Usage Notes

This guide will help system administrators to efficiently install and configure a new virtual appliance with a base level setup. The guide does not provide extensive reference information. The instructions cover steps for some common deployment scenarios. They usually offer one option to accomplish a task, though there may be other ways to achieve the same thing.

Document Conventions

• Instructions are generally intended for administrators to manage the server installation through Comet’s web user interface administration tool, referred to as the web UI.
• Instructions are presented in the best order to follow for setup.
• The following text formats are used for clarification:
  • Web UI on-screen items are noted in this style.
  • File names are delineated as filename.xxx.
  • Titles are delineated as documentname.
  • Examples and code are delineated in this style.
• When referring to subsections in this document, the hierarchy is delineated by the symbol for a colon (:).

For example, the location of the section To find updates would be delineated as:

Update Software : To find updates.

• Instructions assume the reader will navigate from the web UI main menu bar to access features.

For example, to access Software Updates, the navigation path from the menu bar would be delineated as:

System|Software Updates.

• Though network interface connections are commonly referred to as NICs, ports, and adapters, documentation uses the term network adapters.
• Documentation generally refers to the virtual appliance when discussing the V Series Appliance.

V Series System Overview

The SecureAccess virtual appliance simplifies the process to set up and manage access to IT resources. The diagram below provides a reference for features that are available on the appliance.

Illustration 1: E Series Connectivity Features

Example Deployment Topologies

The diagrams that follow are intended to provide reference for IT administrators or architects. The examples provide a few scenarios for common aspects of SecureAccess virtual appliance deployment, while the potential options are certainly numerous.

DirectAccess Deployment with Manage-Out

Access for external users with strong authentication that allows system administrators to support and manage remote clients.

Requirements:

• Secure remote access for managed Windows 7 and Windows 8 clients.
• Anytime, anywhere access to applications and data on the organization network.
• Compliance mandate for One-Time Password (OTP) authentication.
• System administrators inside the organization network need connectivity to initiate remote desktop sessions and push software updates to remote clients.
• 

Illustration 2: DirectAccess Role

VPN

Access for external users that includes a wide range of systems, like PCs, Macs, tablets, and smart phones.

Requirements:

• Secure remote access for nonmanaged clients that include commonly used operating systems (Windows, Linux, OS X, Android, and iOS).
• Remote access to applications and data on the organization network.
• Web-based applications need users to be pre-authenticated at the edge.
• Applications individually provisioned based on user roles.

Illustration 3: VPN Role With Web Application Proxy

Gateway

Cross-premises network connectivity for internally hosted and cloud resources.

Requirement: Seamless connectivity between on-premises data center and virtual machines hosted in the public cloud.

Illustration 4: Remote Desktop Services Role

Configuration Overview

The following lists network components that most commonly require configuration to support feature deployments.

Note: Some items are optional. Details for feature configuration are discussed in the topic Resource Worksheet.

Network Policy Server

• SecureAccess virtual appliance serves as the RADIUS server; it must be domain joined
• Network Access Server (RADIUS Client)
• IP Address
• Shared secret
• Network policies
• Authentication protocol options

Remote Access

• DirectAccess
  • An Active Directory® Domain Services (AD DS) domain
  • At least one domain-joined DirectAccess server (E Series)
  • A public key infrastructure (PKI) [recommended]
  • Network location server (optional)
  • DirectAccess clients running Windows 7 Enterprise or Ultimate, or Windows 8.x Enterprise
• VPN
  • SSL certificate (if using SSTP)
  • External firewall exceptions for configured ports
• Web Application Proxy
  • SecureAccess virtual appliance serves as the reverse proxy
  • ADFS installed on separate Windows 2012 R2 server
  • SSL certificate
  • Firewall rules for traffic between Web Application Proxy server (V Series) and ADFS server

Remote Desktop Services Components

• Remote Desktop Gateway
  • SecureAccess virtual appliance must be domain joined
  • RD Connection Broker and RD Web Access Server
  • RD Session Host server
  • RD Gateway server
  • SSL certificate
  • AD DS Group Managed Service Account
  • Firewall exceptions maybe required
  • End Users: RDP client that supports RD Gateway (like Windows Remote Desktop Client)
• Remote Desktop Web Access
  • SecureAccess virtual appliance must be domain joined
  • Remote Desktop Connection Broker
  • RD Session Host server with RemoteApp programs configured
  • SSL certificate
  • Firewall exceptions will be required for the WMI Service
  • Option – virtual desktop: Remote Desktop Virtualization Host server

Work Folders

• SecureAccess virtual appliance serves as the sync server; it must be domain joined
• Domain-joined Windows Server 2012 R2 as the sync share; share volume formatted as NTFS
• Sync share DNS entry (recommended)
• SSL certificate
• User group (recommended)
• End users: Windows 8.1/RT 8.1

Web User Interface

The web UI is a management tool to access the most common Celestix product features. Initially, use it to quickly set up the server. Subsequently, use the web UI to access administrative features for both Comet and Remote Access roles.

See the Appendix topic Web User Interface Content Overview for features included in the web UI. See the online help topic Web User Interface Overview for more information about using the web UI (Help|Web UI Overview).

Version Information

Version information for virtual appliance components are noted on the main web UI page. Click the E Series logo link from any page to access:

Installation

The guide provides a system administrator with concise instructions for a base deployment. The document covers common installation requirements and is not intended to be comprehensive. Every network environment is different, and installation for an individual organization may require either additional or other configuration not discussed herein.

Notes

Review the skills, knowledge, and the server requirements for virtual appliance deployment.

Skills and Knowledge

SecureAccess administrators should have the following skills, knowledge, and consequent access privileges:

• Virtualization, including hypervisor administration
• Server administration
• Networking technology

Server Requirements

The V Series server specification are covered below.

Table: V 3400 Server Specifications

Table: V 6400 Server Specifications

Table: V 8400 Server Specifications

Install Instructions

Complete the following:

1. Log in to the server using an administrator account.
2. Navigate to the installation file: vCelestixEdge-2.1.03.exe
3. Right-click the file and select: Run as administrator.
4. Use the installation wizard to run through the setup process.
   • Accept the license agreement to proceed.
   • Select components prompt: leave the default options unless customization is necessary.
5. The wizard will inform when the process is complete.

Log in to the Web UI

Accessing the web UI is necessary to continue to deploy and manage the virtual appliance. The IP address for the internal network adapter is used to access the web UI.

To log in

1. Open the web UI in a browser:
   • From a client computer on the network, default access to the appliance web UI is through a web browser at https://ServerName|IP address:8098.

For example, if the server LAN IP address is 192.168.30.4, the web UI URL would be https://192.168.30.4:8098

• From an RDP/KVM session on the server, access the web UI at: https://localhost:8098

2. Enter local administrator credentials when prompted.

Important: A certificate warning may display because the site uses a self-signed certificate. Accept the certificate to access the web UI.

Configuration

After the application has been installed on a server, settings need to be configured. General setup uses a wizard to step through configuration in the web UI. Instructions cover the steps common to most deployments, but again, an individual organization may require different or additional configuration.

For setup, the administrator needs access to the following resources:

• The external firewall (see Firewall Ports Reference)
• The V Series appliance web UI

Also, it’s recommended that administrators complete the Resource Worksheet in advance to expedite installation and setup.

The section General Information provides necessary details to complete configuration.

General Information

The following topics cover requirements, assumptions, and terminology used in the SecureAccess V Series Appliance Installation Guide.

Terminology Disambiguation

The following list explains how terms to describe components are used in documentation.

• On-premises domains are sometimes referred to as AD domains, but documentation uses the term internal domain.
• Off-premises domains are sometimes qualified by the terms external or public, but documentation uses the term federated domain.
• Servers configured with the role Active Directory Domain Services may be referred to as the domain controller (DC) or designated by the acronym AD DS. The acronym AD is used as a general referent for the internal domain directory.
• Unified Remote Access refers to the collection of technologies that Microsoft offers to allow external clients to access internal network resources. Documentation uses the short name Remote Access. The V Series includes the Remote Access features Direct Access, VPN, and Web Application Proxy.
• The terms roles, services, and features are used to refer to Server 2012 R2 functionality for remote connectivity.
• Remote Desktop Services (desktop virtualization) refers to the collection of technologies that Microsoft offers to allow organizations to publish cloud resources. The V Series can be used for the Remote Desktop Gateway (RD Gateway) and Remote Desktop Web Access (RD Web Access) desktop virtualization server roles.
• Network Policy Server (NPS) is the Microsoft implementation of RADIUS authentication.
• Remote Access:
  • DirectAccess – computer account security groups (security groups) can be created in AD to manage client access efficiently by using group policy objects (GPOs).
  • WAP – A federation service namespace is sometimes referred to as the ADFS or authentication namespace, but documentation generally uses the shortened term federation namespace. It is used as the Service Principle Name (Service Name) for ADFS. The federation namespace is based on the FQDN that represents the SSL certificate Subject (or Common Name).
• Work Folders:
  • A Sync share is a collection of user folders that use the same policy settings.
  • A Sync server has the Work Folders role installed. It can contain multiple sync shares.
  • User account security groups (security groups) should be created in AD to manage folder access efficiently by using group policy objects (GPOs).

Deployment Assumptions

Information presented in the V Series setup instructions is based on the following:

• Active Directory (AD) is used as the domain controller.
• The virtual server has not been joined to the domain yet.
• Remote connectivity system administrators are familiar with:
  • Windows Server management
  • Microsoft Active Directory®
  • Microsoft Unified Remote Access
  • Network Policy Server*
  • Work Folders*
  • Remote Desktop Web Access*

*As required for deployment.

Requirement Checklist

The following items will be required to set up the V Series. Plan ahead so that items are available when needed to complete configuration.

• Domain administrator credentials
• PowerShell remoting is enabled

Example Information

To help make the instructions clear, these examples are used to identify components.

Use the Setup Wizard

While working through the wizard, the virtual appliance may need to reboot.

Wizard Instructions

1. Administrator Password – change the local administrator password if necessary. If not, enter the current password.
   • User name – the Administrator Password feature only changes the local administrator password, which must be the logged in account.
   • Password – enter and confirm a new password. Complexity requirements are noted on the screen.
2. Date and Time – use onscreen controls to enter the date, time, and time zone, then configure for daylight savings if necessary.
3. Network Interfaces – if necessary, select the LAN network adapter to set a static address. A static address includes these settings:
   • Internet Protocol (IP) address
   • Subnet mask
   • Gateway address
   • Automatic or preferred DNS server
4. Hostname and Domain

Note: Fields will be autopopulated with available settings if the virtual appliance was joined to the domain previously; the reboot will be skipped if they are left unchanged.

• Hostname – specify a name for the virtual appliance; it must be unique.

For example: SecureAccess

• Domain – enter the name for the internal domain the virtual appliance will join.

For example: example.com.

• Username – enter an account with domain administrator access to AD (domain\username).

For example: example\adminuser

• Password – provide the account password.

5. Reboot
   • Click Next to apply changes and reboot the virtual appliance.

Note: Domain administrator credentials (example: example\adminuser) will be required to access the web UI after the reboot.

6. Alerts Email – optional; general appliance notifications can be sent to designated recipients through a connection to a network SMTP server.
   1. Select Enable alert email.
   2. Complete the following:
      • Alert Message settings
        • To – indicate one or multiple recipients. For multiple addresses, use a comma to separate addresses.
        • From – enter an address that recipients will recognize.
        • Select check boxes for the alert levels that will generate email.
          • o Send error alert email – includes alert types where the level is set to Error.
          • o Send warning alert email – includes alert types where the level is set to Warning.
          • o Send informational alert email – includes types where the level is set to Information.
        • SMTP server settings
          • Name – indicate the network SMTP server name or IP address.
          • Port – enter the number used for SMTP communication.
          • Use SSL/TLS – select to require encryption.
          • SMTP settings – select and provide credentials with permission to access the SMTP server.
          • Send Test Message – create a test email using the settings entered above.

Note: The alert email function will indicate whether a test email was sent. If the test email is not received after the alert email feature indicates that one was sent, the error is most likely due to SMTP server settings. An error will occur if the SMTP service is not running or if the virtual appliance is not correctly configured to see the SMTP server. Confirm the SMTP server and network settings before trying to test again.

1. Click Save to add configuration.

The wizard is complete when the congratulations screen displays.

Install Features

Once general setup and configuration are complete the Features configuration tool installs the roles and services necessary for SecureAccess V Series Appliance remote connectivity. Depending on the purpose for deployment, one or more roles can be installed. Instructions cover the steps common to most deployments, but again, an individual organization may require different or additional configuration.

The following features are available:

• Network Policy Server – basic RADIUS authentication or RADIUS proxy; can also serve as a NAP policy server.
• Remote Access with VPN – configuration for DirectAccess with an option for VPN. DirectAccess provides always-on remote connectivity and management for Internet-connected Windows 7 and 8 computers. VPN provides access for nonmanaged devices.
• Web Application Proxy – external access by authenticated users to published applications.
• Remote Desktop Gateway – RDS desktop virtualization component; firewall friendly external access to internal network remote desktop servers.
• Remote Desktop Web Access – RDS desktop virtualization component; access to RemoteApp in Windows 7, or to Desktop Connection through a web browser. RD Web Access can also include remote access to internal computers through a browser.
• Work Folders – a server sync share that hosts work files for anywhere access from supported devices (BYOD functionality).

To install a feature

1. Navigate to SecureAccess|Features.
2. Click the toggle button to On for a feature.
3. Click Apply to confirm.
4. The feature’s status indicator will rotate while the system processes the request.
5. A confirmation will display when the process is complete.
6. Click the restart system link if prompted.

See the topic Feature Details for more information about feature options.

Manage Features

Once installed, some of the features include links that launch RDP applications to management consoles (MMCs). These links serve two purposes:

• Some features require additional configuration that can only be accomplished through the MMC.
• The links provide convenient access to advanced management functions.

Some features do not do not contain an RDP link, usually because no additional configuration is required.

To access management tools

1. Navigate to SecureAccess|Features.
2. Click a feature name with a link in the list.

For example, Network Policy Server:

A RemoteApp will download: confirm if necessary.

3. Launch the app.
4. Enter administrator credentials for the appliance when prompted.

Important: When the V Series is joined to an AD domain, a valid domain administrator account is required for logon.

Notes:

• If prompted, allow the connection.
• If a self-signed certificate is used, accept the certificate when prompted.
• Once launched the app opens as a Remote Desktop Connection.

5. Use the MMC to configure settings as needed.
6. When done, navigate to File|Exit in the remote desktop window to close and return to the DirectAccess screen in the web UI. Closing the application logs off the RDP session to the appliance and is recommended to release management resources.

Note: If the File menu is not visible, use the quick close button (boxed x).

Feature Details

The following sections provides details about remote connectivity features.

The Need to Knows section in the feature descriptions below cover important details about configuration. They are organized as follows:

• Installs – lists roles and features that will be installed.
• Affected Appliance Features – notes any conditions that may affect other features available on the appliance.
• Required Configuration After Installation – notes any configuration that will be necessary once the feature is installed.

Network Policy Server (NPS)

NPS provides basic RADIUS authentication, authorization, and accounting, or RADIUS proxy (connection request referral).

Need to Knows

The following summary information is provided for reference.

Installs

Role Service: Network Policy Server

Feature: RSAT – Network Policy and Access Service Tools

Affected Appliance Features

NPS is required for Remote Desktop Gateway (RD Gateway). If RD Gateway is deployed, the NPS role is installed automatically as part of that feature setup.

Required Configuration After Installation

Configuration must be customized for an environment. Use the Network Policy Server link to open an RDP session in the browser to access RADIUS server/client configuration.

Remote Access with VPN

Remote Access with VPN configures DirectAccess (DA) on the V Series server. DirectAccess provides an automated, always-on secure connection for end user access to internal network resources in addition to manage-out functionality for remote domain-joined computers. Remote Access includes the option to enable a VPN that can be used for nonmanaged devices.

Need to Knows

The following summary information is provided for reference.

Installs

Role Service: DirectAccess and VPN (RAS)

Feature: RSAT – Remote Access Management Tools (GUI and Command-Line Tools, module for Windows PowerShell)

Feature: Group Policy Management

Feature: RAS Connection Manager Administration Kit (CMAK)

Affected Appliance Features

Deployments with nonmanaged remote devices will require the VPN option to be enabled.

Cannot be colocated with Web Application Proxy

Required Configuration After Installation

Configuration must be customized for an environment; there are two options:

• Click the Wizard button to open the Remote Access configuration tool.
• Click the Remote Access with VPN link to open the Remote Access console as an RDP application.

Web Application Proxy

Web Application Proxy publishes access to internal web applications for external users. The V Series adds a portal to make accessing applications more convenient. It also leverages authentication, authorization, and SSO functionality. It is configured for deployments where ADFS runs on a separate server.

Notes:

• Web Application Proxy cannot be colocated with the following roles:
  • ADFS – Web Application Proxy requires ADFS, but cannot be installed on the same server.
  • DirectAccess
• The V Series only supports forms based authentication.

Need to Knows

The following summary information is provided for reference.

Installs

Role Service: Web Application Proxy

Feature: RSAT – Remote Access Management Tools (GUI and Command-Line Tools, module for Windows PowerShell)

Affected Appliance Features

Web Application Proxy requires the Remote Access role to be installed.

Web Application Proxy is deployed when ADFS is intended to reside on a separate server from the E Series; information for that server will be used in Web Application Proxy configuration.

Required Configuration After Installation

Configuration must be customized for an environment; there are two options:

• Click the Wizard button to open the Web Application Proxy configuration tool.
• Click the Web Application Proxy link to open the Remote Access console as an RDP application.

Remote Desktop Gateway

Remote Desktop Gateway (RD Gateway) provides access to internal resources for remote users. Access is through the Remote Desktop Connect (RDC) client, and avoids the need for a VPN. User connections are encrypted and authorization policies set standards for client access.

Important: RD Gateway requires NPS.

Need to Knows

Installs

Role Services: Network Policy Server, Remote Desktop Gateway, RPC over HTTP Proxy

Features: RSAT – Network Policy and Access Service Tools, Remote Desktop Services Tools/Remote Desktop Gateway Tools

Affected Appliance Features

RD Gateway requires NPS, which will be installed at the same time unless NPS is already installed, in which case the installation process proceeds just for RD Gateway.

Required Configuration After Installation

Configuration must be customized for an environment. Use the Remote Desktop Gateway link to open an RDP session to the Remote Desktop Gateway Manager Console in the browser.

Note: Firewall rules may need to be adjusted to allow traffic.

Remote Desktop Web Access

RD Web Access (RD Web Access) provides streaming access to hosted applications. Windows 7 uses RemoteApp to start an RD Services session. Other devices can use a web browser to access them through Desktop Connection. RD Web Access also uses the RD Web Connection feature to let users access computers that have Remote Desktop enabled.

Need to Knows

The following summary information is provided for reference.

Installs

Role Service: RD Web Access

Affected Appliance Features

None

Required Configuration After Installation

Rules for the external firewall must be adjusted to allow WMI traffic. See the topic Firewall Ports Reference for additional information about firewall configuration.

Work Folders

Work Folders uses an internal file server to host work files for anywhere access from supported computers and devices. Data is synced across devices over an Internet connection. This supports a bring your own device (BYOD) program without sacrificing control over data. Once synced, files can be worked on from wherever and will be updated on the sync share when the device has Internet connectivity.

Important: Work Folders is supported for Windows 8.1/8.1 RT devices.

Work Folders provides options to:

• Use a folder that already contains user data so Work Folders can be employed without migrating servers and data, or affecting existing share options (for example, Folder Redirection, Offline Files, and home folders).
• Add policies for encryption and lock-screen passwords.

Need to Knows

The following summary information is provided for reference.

Installs

Role Services: File Server, File Server Resource Manager, Work Folders

Feature: RSAT – File Server Resource Manager Tools

Affected Appliance Features

None

Required Configuration After Installation

Configuration must be customized for an environment:

1. Click the Wizard button to run the Work Folders configuration tool.
2. Next, use the Remote Desktop management console (System|Remote Desktop) to open an RDP session from the local computer to the V Series appliance.
   • In Windows Server, open the Server Manager.
   • Navigate to File and Storage Services|Work Folders.
   • Click the link to create a sync share to open the Windows configuration wizard.

Configure Remote Access

The wizard provides the steps to configure DirectAccess and VPN settings for the SecureAccess V Series Appliance. Instructions cover the steps common to most deployments, but again, an individual organization may require different or additional configuration.

For setup, the administrator needs access to the following resources:

• The external firewall (see Firewall Ports ReferenceFirewall Ports Reference)
• The V Series appliance web UI

General Information provides necessary details to complete configuration. The topic Additional Configuration Notes provides details about conditional configuration that applies to some deployments.

General Information

The following deployment notes provide information that qualifies setup processes to understand Remote Access configuration.

Deployment Assumptions

Information presented in the E Series setup instructions is based on the following:

• The Remote Access with VPN feature has been installed through the web UI.
• Deployment is a single server.
• Network planning for virtual appliance placement is complete.
• Necessary certificates have been acquired for:
  • IPsec
  • IP-HTTPS
  • NLS
• Certificates have not been previously imported to the certificate store.
• Firewall rules have been configured to allow traffic if the DirectAccess server is on an IPv4 network:
  • Teredo
  • 6to4
  • IP-HTTPS
  • If the virtual appliance only has one configured network adapter, TCP port 62000 must be opened on the appliance.

Additional firewall configuration details are discussed in the topic Firewall Ports Reference.

• If using a security group to manage access for clients, the group has been created in AD prior to running the setup up wizard.
• If customized GPOs will manage settings for clients and servers, they have been created prior to running the setup wizard.
• AD will be used for DirectAccess authentication and authorization.
• DNS needs to resolve to either the public host name of the DirectAccess entry point, or the NAT device for the DirectAccess server.

Requirement Checklist

The following items will be required to set up Remote Access. Plan ahead so that items are available when needed to complete configuration.

• Domain controller – DirectAccess requires Windows Server 2003 or higher.
• IP address – one or two address have been reserved.
• Public address – usually an FQDN that clients will use to connect to the network.
• DirectAccess clients – must be Windows clients that are domain joined. Supported options:
  • 8 Enterprise and higher
  • 7 (Ultimate, Enterprise)
• SSL certificate – an IPsec root certificate is required for Windows 7 DirectAccess client connections, and is a best practice for Windows 8.
• Email account – an account will be required to receive diagnostic reports for client access trouble shooting.

Additional Configuration Notes

The notes below discuss options that may apply to some deployments. They exceed the scope of these instructions, but may be helpful to consider when planning.

• DirectAccess
  • Network Location Server – the wizard will configure a default NLS on the virtual appliance if an external server is not designated.
  • Group Policy Objects – the wizard will create the two required GPOs with default settings unless customized group policies are available to assign.
  • Security group – an AD security group is required to apply customized group polices to client computers. All remote computers in the domain can use DirectAccess unless an AD client group is specified to restrict access.
  • RADIUS – configuration for an external RADIUS server can be included to add strong authentication methods like one-time passwords (OTPs).
• VPN
  • VPN deployments using static IP addresses for clients need a defined range; otherwise, DHCP should be used.
  • VPN deployments not using Windows authentication need settings for a RADIUS server.

Example Information

To help make the instructions clear, the following examples are used to identify components.

Use the Setup Wizard

The setup wizard is a walk-through to configure components for Remote Access.

While working through the wizard, the virtual appliance may need to reboot.

Access the screen through the web UI at SecureAccess|Features|Remote Access with VPN|Wizard.

Wizard Instructions

Component Selection – select a Remote Access configuration option:

• Configure both services DirectAccess and VPN – select to add access through both DirectAccess and a VPN.
• Configure DirectAccess services only – select to add access through DirectAccess connections.
• Configure VPN services only – select to add access through a VPN connection.

Note: DirectAccess should be enabled for managed clients, while VPN should be enabled to support unmanaged clients.

Configure both services DirectAccess and VPN

1. DirectAccess
   1. Basic – define the virtual appliance location and the URL that clients will use to access resources.
      1. Select the type of network environment:
         • Edge – requires two network adapters; one to the public Internet and one to the internal network.
         • Behind an edge device (with two network adapters) – one adapter connects to the perimeter network, and the other connects to the internal network.
         • Behind an edge device (with one network adapter) – the adapter connects to the internal network.
      2. Public address – enter the address that external clients will use to connect to the network.

Note: While using an IP address is supported, the FQDN is a best practice.

For example: da.example.com

1. Advanced – define client parameters and assign the virtual appliance network adapter that DirectAccess service will use.
   1. Installation type – select the DirectAccess functionality to deploy:
      • Full DirectAccess installation – bidirectional tunnels for remote client access and management.
      • Client management only – configure tunnel for remote client management.
   2. Client Group – designate an AD security group that will manage devices that connect through DirectAccess; leave blank to include all remote devices.

• Network interfaces – select interfaces for DirectAccess traffic.
  1. Internal – specify the internal, or LAN, network adapter in the drop menu.
  2. Internet – optional; if two adapters are used, specify the Internet, or WAN, network adapter in the drop menu.

1. IP-HTTPS certificate – if a third-party certificate will be used to bind the Internet network adapter, navigate to and select it. If it needs to be imported first, complete the following:
   1. Click the Import button.
   2. Certificate Import – navigate to and select the certificate that will be used for authentication.
   3. Password – enter the certificate passphrase.
   4. Click the Import button.
   5. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
2. GPO and NLS
   1. Group Policy Object (GPO) – leave fields blank to configure the default options, otherwise designate predefined AD policy groups that will manage settings for devices and servers.
      1. Client GPO – specify the name for the AD policy that will manage client access.
      2. Server GPO – specify the name for the AD policy that will manage access to the DirectAccess server.
   2. Network Location Server – the NLS server will be installed on the virtual appliance unless an external server is designated.
      1. NLS Certificate – if an SSL certificate will be used, navigate to and select it. If it needs to be imported first, complete the following:
         1. Click the Import button.
         2. Certificate Import – navigate to and select the certificate that will be used for authentication.
         3. Password – enter the certificate passphrase.
         4. Click the Import button.
         5. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
      2. NLS URL – if an external NLS server is deployed, enter the HTTPS URL.
   3. Client Settings
      1. Connection Name – create a name for the network connection that end users will recognize.
      2. Support Email – enter the email account that will receive diagnostic reports created by the DirectAccess Diagnostics tool.

• Allow local name resolution – select to allow users to temporarily disconnect the intranet connection and use local DNS servers for Internet traffic.

Notes:

• Force tunneling must be disabled to employ this feature.
• The infrastructure connection remains active, so manage out capabilities are not affected.

1. Enable for mobile computers only – allow only mobile computers in the specified security groups to connect through DirectAccess.

Important: Remote Access will create a WMI filter that will only allow mobile computers to join DirectAccess security groups. This setting requires that the administrator account configured for Remote Access have create/modify privileges.

1. Enable Windows 7 Client Support – select for environments that require support for Windows 7 clients.
2. IPsec Root Certificate – conditional; designate a certificate to validate authentication for client connections; required for Windows 7 users, and recommended for Windows 8. See the following:
   • If GPOs are used to push security certificates to domain servers, use the Certificate drop menu to select the certificate issued from the domain root CA.
   • If the certificate needs to be added manually, use the import feature:
     1. Click the Import button.
        1. Certificate Import – navigate to and select the certificate that will be used for authentication.
        2. Password – enter the certificate passphrase.
        3. Click the Import button.
     2. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
   • Intermediate CA – select if the certificate was not imported from the domain root CA.
   • Click Next.
3. VPN
   1. Address Assignment
      1. Assign addresses automatically – use DHCP to assign client addresses.
      2. Assign addresses from a static address pool – enter a range of IP addresses that RRAS will assign to clients when they connect to the network.

Enter the start and end IP addresses to define the range.

1. Authentication
   1. Use Windows Authentication – use AD to authenticate users.
   2. Use RADIUS Authentication – configure VPN connections to use RADIUS authentication.
      1. Radius Server – designate the server name or IP address.
      2. Shared Secret – create a secret to authenticate communication between the virtual appliance and RADIUS server.
      3. Confirm – confirm the shared secret.
      4. Timeout – the default is usually sufficient, but customize the duration the virtual appliance will try to connect to the RADIUS server as necessary.
      5. Score – the default is usually sufficient, but customize the initial responsiveness score as necessary.
      6. Port – the default is UPD 1812 for authentication. Legacy RADIUS servers may use 1646.
      7. Always use message authenticator – select if the attribute Request must contain the Message Authenticator attribute has been configured on the RADIUS server.
   3. Finish – review the settings; click Next to configure.

Configure DirectAccess services only

1. DirectAccess
   1. Basic – define the virtual appliance location and the URL that clients will use to access resources.
      1. Select the type of network environment:
         • Edge – requires two network adapters; one to the public Internet and one to the internal network.
         • Behind an edge device (with two network adapters) – one adapter connects to the perimeter network, and the other connects to the internal network.
         • Behind an edge device (with one network adapter) – the adapter connects to the internal network.
      2. Public address – enter the address that external clients will use to connect to the network.

Note: While using an IP address is supported, the FQDN is a best practice.

For example: da.example.com

1. Advanced – define client parameters and assign the virtual appliance network adapter that DirectAccess service will use.
   1. Installation type – select the DirectAccess functionality to deploy:
      • Full DirectAccess installation – bidirectional tunnels for remote client access and management.
      • Client management only – configure tunnel for remote client management.
   2. Client Group – designate an AD security group that will manage devices that connect through DirectAccess; leave blank to include all remote devices.

• Network Interfaces – select interfaces for DirectAccess traffic.
  1. Internal – specify the internal, or LAN, network adapter in the drop menu.
  2. Internet – optional; if two adapters are used, specify the Internet, or WAN, network adapter in the drop menu.

1. IP-HTTPS certificate – if a third-party certificate will be used to bind the Internet network adapter, navigate to and select it. If it needs to be imported first, complete the following:
   1. Click the Import button.
   2. Certificate Import – navigate to and select the certificate that will be used for authentication.
   3. Password – enter the certificate passphrase.
   4. Click the Import button.
   5. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
2. GPO and NLS
   1. Group Policy Object (GPO) – leave fields blank to configure the default options, otherwise designate predefined AD policy groups that will manage settings for devices and servers.
      1. Client GPO – specify the name for the AD policy that will manage client access.
      2. Server GPO – specify the name for the AD policy that will manage access to the DirectAccess server.
   2. Network Location Server – the NLS server will be installed on the virtual appliance unless an external server is designated.
      1. NLS Certificate – if an SSL certificate will be used, navigate to and select it. If it needs to be imported first, complete the following:
         1. Click the Import button.
         2. Certificate Import – navigate to and select the certificate that will be used for authentication.
         3. Password – enter the certificate passphrase.
         4. Click the Import button.
         5. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
      2. NLS URL – if an external NLS server is deployed, enter the HTTPS URL.
   3. Client Settings
      1. Connection Name – create a name for the network connection that end users will recognize.
      2. Support Email – enter the email account that will receive diagnostic reports created by the DirectAccess Diagnostics tool.

• Allow local name resolution – select to allow users to temporarily disconnect the intranet connection and use local DNS servers for Internet traffic.

Notes:

• Force tunneling must be disabled to employ this feature.
• The infrastructure connection remains active, so manage out capabilities are not affected.

1. Enable for mobile computers only – allow only mobile computers in the specified security groups to connect through DirectAccess.

Important: Remote Access will create a WMI filter that will only allow mobile computers to join DirectAccess security groups. This setting requires that the administrator account configured for Remote Access have create/modify privileges.

1. Enable Windows 7 Client Support – select for environments that require support for Windows 7 clients.
2. IPsec Root Certificate – conditional; designate a certificate to validate authentication for client connections; required for Windows 7 users, and recommended for Windows 8. See the following:
   • If GPOs are used to push security certificates to domain servers, use the Certificate drop menu to select the certificate issued from the domain root CA.
   • If the certificate needs to be added manually, use the import feature:
     1. Click the Import button.
        1. Certificate Import – navigate to and select the certificate that will be used for authentication.
        2. Password – enter the certificate passphrase.
        3. Click the Import button.
     2. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
   • Intermediate CA – select if the certificate was not imported from the domain root CA.
   • Click Next.
3. Finish – review the settings; click Next to configure.

Configure VPN services only

1. VPN
   1. Address Assignment
      1. Assign addresses automatically – use DHCP to assign client addresses.
      2. Assign addresses from a static address pool – enter a range of IP addresses that RRAS will assign to clients when they connect to the network.

Enter the start and end IP addresses to define the range.

1. Authentication
   1. Use Windows Authentication – use AD to authenticate users.
   2. Use RADIUS Authentication – configure VPN connections to use RADIUS authentication.
      1. Radius Server – designate the server name or IP address.
      2. Shared Secret – create a secret to authenticate communication between the virtual appliance and RADIUS server.
      3. Confirm – confirm the shared secret.
      4. Timeout – the default is usually sufficient, but the duration the virtual appliance will try to connect to the RADIUS server can be customized as necessary.
      5. Score – the default is usually sufficient, but the initial responsiveness score can be customized as necessary.
      6. Port – the default is UPD 1812 for authentication. Legacy RADIUS servers may use 1646.
      7. Always use the same message authenticator – select if the attribute Request must contain the Message Authenticator attribute has been configured on the RADIUS server.
   3. Finish – review the settings; click Next to configure.

The wizard is complete when the congratulations screen displays. Depending on the configuration to be completed, this may take some time.

The base level setup for Remote Access options is now complete. Clients can now be configured to access resources.

Configure Web Application Proxy

The wizard provides the steps to configure Web Application Proxy (WAP) settings for the SecureAccess V Series Appliance. Instructions cover the steps common to most deployments, but again, an individual organization may require different or additional configuration.

For setup, the administrator needs access to the following resources:

• The external firewall (see Firewall Ports Reference)
• The V Series appliance web UI
• Deployments that include the SSO Portal will require additional DNS records and firewall rules

General Information provides necessary details to complete configuration.

General Information

The following deployment notes provide information to understand Web Application Proxy configuration.

Deployment Assumptions

Information presented in the V Series setup instructions is based on the following:

• The Web Application Proxy feature has been installed through the web UI.
• Deployment is a single proxy server.
• AD will be used for authentication and authorization through ADFS.
• Internal DNS entries have been configured for Web Application Proxy to resolve hostnames for backend servers.
• Public DNS entries have been configured to resolve external URLs for each published application.
• Firewall rules have been configured to allow traffic for the following connectivity:
  • To ADFS through port 443
  • To AD
  • To published applications as required

Requirement Checklist

The following items will be required to set up the proxy. Plan ahead so that items are available when needed.

• ADFS – must be deployed on a separate server.
• ADFS administrator account – required to access ADFS for authentication.
• Publicly signed certificate– an SSL certificate is required; it is strongly recommended to use a third-party certificate from a trusted vendor. The certificate subject is the same as the federation service namespace.
• SSO portal address – optional configuration; if the portal is deployed, an FQDN will be needed to assign to the SSO portal for end user access to hosted applications.

Example Information

To help make the instructions clear, the following examples are used to identify components.

Use the Setup Wizard

The setup wizard is a walk-through to configure components for proxy services.

Access the screen through the web UI at SecureAccess|Features|Web Application Proxy|Wizard.

Wizard Instructions

1. ADFS Services– complete the following:
   1. ADFS Service – enter the fully qualified domain name.

Example: adfs.fedexample.com

1. Username – enter ADFS administrator account.

For example: intexample\adminuser

1. Password – enter the password for the ADFS account.
2. SSO Portal – if WAP will be used to publish applications for remote users, enter the address end users will need to access those applications.

Note: Entering the address creates the portal.

2. Certificate
   1. Click the Import button.
   2. Complete the following:
      1. Certificate – navigate to and select the certificate that will be used for authentication.
      2. Password – enter the certificate passphrase.

• Click the Import button.

1. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
2. Click Next.

3. Finish – review the settings; click Next to configure.
4. The wizard is complete when the congratulations screen displays.
5. SSO portal deployment: Click the PowerShell link to download a script that must be run on the ADFS server to set up a relying party trust.

The base level setup for Web Application Proxy is now complete.

Related Topics

Reconfigure Web Application Proxy

Configure Work Folders

The wizard provides the steps to configure Work Folders settings for the SecureAccess V Series Appliance. Instructions cover the steps common to most deployments, but again, an individual organization may require different or additional configuration.

For setup, the administrator needs access to the following resources:

• The domain controller
• The external firewall (see Firewall Ports Reference)
• The V Series appliance web UI
• Windows Server Manager

General Information provides necessary details to complete configuration.

General Information

The following deployment notes provide information to understand Work Folders configuration.

Deployment Assumptions

Information presented in the E Series setup instructions is based on the following:

• The Work Folders feature has been installed through the web UI.
• Deployment is a single sync server with a single sync share.
• The user security group is created prior to setting up the sync share.
• If DNS is configured for Work Folders access, it is completed before using the setup wizard.

Requirement Checklist

The following items will be required to set up the Work Folders service. Plan ahead so that items are available when needed to complete configuration.

• Domain controller – Windows Server 2012 or higher.
• Publicly signed certificate– an SSL certificate is required for Work Folders; it must be a third-party certificate from a trusted vendor. Additional requirements:
  • The certificate subject needs to be the same as the Work Folders public URL (format: workfolders.)
  • Certificate subject alternative names (SANs) must list the server name for each sync server in use.

Note: A certificate is required for each server hosting the Work Folders feature.

• AD security group – a user group to control access to the sync share.
• Clients – supported options:
  • Windows 8.1, 8.1 R, 7 (Professional, Ultimate, Enterprise)
  • iPad with iOS 8.1 or later

Additional Configuration Notes

The notes below discuss options that can extended Work Folders functionality. They exceed the scope of these instructions, but will be helpful to consider when planning deployment.

• DNS configuration is required for the following instances:
  • To sync files over the Internet, a public domain name with a DNS Host (A) record is required to allow clients to resolve the Work Folders URL.
  • To sync files on an intranet, a DNS alias record is required on the internal network for the Work Folders URL that resolves to the server names of all sync servers on the network.
• ADFS facilitates the following services:
  • Device Registration Service for Workplace Join
  • RADIUS and multifactor authentication.
• Web Application Proxy allows clients to sync files over the Internet.

Configure Security Group

The best practice is to use security groups to manage Work Folder access. Set up for security groups in AD is described briefly and requires familiarity with AD domain administration.

To Create a User Group

1. Create a dedicated Work Folders user group with these settings:
   • Scope: Global
   • Type: Security
2. Add user accounts to the group.

Use Setup Wizard

The setup wizard is a walk-through to assign a certificate to encrypt remote access to work files.

Access the screen through the web UI at SecureAccess|Features|Work Folders|Wizard.

Wizard Instructions

Use the following instructions to import the SSL certificate for Work Folders.

1. Certificate – import a certificate to encrypt authentication:
   1. Click the Import button.
   2. Complete the following:
      1. Certificate Import – navigate to and select the Work Folders certificate that will be used for authentication.
      2. Password – enter the certificate passphrase.

• Click the Import button.

1. The imported certificate should display in the Certificate field. If not, use the drop menu to select it.
2. Click Next.

2. Finish – review the settings; click Next to configure.

The wizard is complete when the congratulations screen displays. Next, a sync share directory must designated on the virtual appliance.

Required Configuration After Setup Wizard: Sync Share

Configuration must be customized for an environment:

1. Open an RDP session from the local computer to the V Series virtual appliance, using Remote Access Console (SecureAccess|System|Remote Desktop).
   1. In Windows Server, open the Server Manager.
   2. Navigate to File and Storage Services|Work Folders.
   3. Click the link to create a sync share to open the Windows configuration wizard.
2. When done, navigate to File|Exit in the remote desktop window to close and return to the Maintenance screen. Closing the application logs off the RDP session to the virtual appliance and is recommended to release management resources.

Note: If the File menu is not visible, use the quick close button.

The base level setup that allows external access to work files is now complete. Supported clients can now be configured to access sync services.

System Image Copy

If all features have been configured, save a copy of the system image in the hypervisor to preserve initial configuration.

Backup

Celestix recommends running the Windows backup utility (System|Backup) once configuration is complete to provide a remediation option for issues that may result from future system updates or changes.

Update Software

The Software Update Service allows administrators to keep system software current through hotfixes, service packs, and upgrades. They are necessary for the security and proper functioning of the virtual appliance.

Access the update service through the web UI (System|Software Updates).

To find and install updates

1. Navigate to System|Software Updates|Appliance Updates.
2. Complete the following:
   1. – click the Check for Updates button.
   2. Select an item.
   3. Install – install selected update.
3. Confirm if prompted.

Once applicable updates are installed, Celestix recommends checking for Windows updates (System|Windows Updates).

Thank you for choosing the SecureAccess V Series Appliance for your remote connectivity solution. This completes the setup and configuration steps for base-level deployment.

Email questions to [email protected]

Additional Features

The descriptions below explain components that are not required for a base level deployment, but may be necessary functionality for a given deployment.

Read-Only Access

Read-only access allows organizations to give limited access to the web UI for reviewing log data or connectivity statistics without allowing access to settings or advanced tools. For information about configuring the feature, see the online help (System|Read-Only Access).

SecureAccess

SecureAccess is a remote access client application that provides automatic, always-on access to network resources and manage out functionality for Windows Home/Professional and Mac computers. For information about configuring the feature, see the online help (SecureAccess|Remote Access Dashboard|SecureAccess).

Firewall Ports Reference

Use the port reference information below to plan for deploying the virtual appliance.

Celestix Technology

The ports in the section below are required for Comet or application functionality.

Virtual Appliances

TCP ports 80 and 443 outbound for Celestix licensing

SecureAccess

TCP port 443 inbound to connect

TCP port 8098 inbound and outbound for licensing and to download configuration files

Microsoft Technology

The following reference information is provided here for convenience. It is based on Microsoft® TechNet articles for each of the technologies listed. It. Please see TechNet (https://technet.microsoft.com/) for the most current information.

Last update: 4/14/2016

DA (behind firewall unless otherwise stated)

Required

• TCP port 443 inbound and outboundC

Conditional

• Protocol 41 inbound and outbound for 6to4
• UDP port 3544 inbound and outbound for Teredo
• VPN (behind firewall unless otherwise stated)
• TCP port 1723 inbound and outbound for PPTP
• Protocol 47 inbound and outbound for PPTP
• TCP port 443 inbound and outbound for SSTP
• UDP port 500 inbound and outbound for L2TP/IPsec/IKEv2
• UDP port 4500 inbound and outbound for L2TP/IPsec/IKEv2
• Protocol 50 inbound and outbound for L2TP/IPsec/IKEv2
• UDP port 1701 inbound and outbound for L2TP/IPsec/IKEv2 (perimeter deployment)

WAP

• TCP port 443 inbound and outbound
• TCP port 22 inbound and outbound for SSH when SSO Portal is deployed

NPS

• UDP port 1812
• UDP port 1813
• UDP port 1645
• UDP port 1646

RD Gateway

• TCP 5504 for connection RD Connection Broker
• TCP 5985 for WMI and PowerShell Remoting for administration

Remote Desktop Web Access

• TCP 443 inbound for traffic from RD Clients
• UDP 3391 inbound for traffic from RD Clients
• TCP 88 inbound and outbound for Kerberos user authentication
• TCP 135 inbound and outbound for RPC Endpoint Mapper
• TCP|UDP 389 inbound and outbound for LDAP user authentication
• TCP|UDP 53 inbound and outbound for internal resource name resolution, DNS
• TCP|UDP 389 inbound and outbound for LDAP Certificate Revocation List (CRL)
• TCP 80 inbound and outbound for HTTP Certificate Revocation List (CRL)
• TCP 21 inbound and outbound for FTP Certificate Revocation List (CRL)
• TCP 5985 inbound and outbound for WMI and PowerShell Remoting
• TCP|UDP 3389 inbound and outbound for RDP

Work Folders

• TCP port 443 inbound and outbound for folder synching
• TCP port 80 inbound and outbound for folder synching

ADFS

For reference if WAP or the SSO Portal are deployed.

• TCP port 443 inbound
• TCP port 49443 inbound for client TLS authentication using X509 user certificates
• TCP 80 inbound and outbound for Certificate Revocation List (CRL)