TriGeo SIM Installation Guide v.4.5

Transcription

TriGeo® SIM Installation Guide
Security Information Manager
Copyright  2000–2010 by TriGeo® Network Security, Inc.
TriGeo® is a registered trademark of TriGeo Network Security, Inc.
TriGeo SIM™, nDepth™, nSight™, and USB-Defender™ are trademarks of TriGeo
Network Security, Inc.
All other company names, products, services, trademarks, or registered trademarks used
herein remain the properties of their respective owners.
The TriGeo software program, this manual, and other materials distributed in
connection with the license of this software program are protected by U.S. copyright law
and international treaty. TriGeo Network Security, Inc., retains title to and ownership of
the software program and this manual.

Contents
Chapter 1: Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
About the TriGeo Security Information Manager (SIM) . . . . . . . . . . . . . . 7
Package contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Supported operating systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
TriGeo Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Agents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
TriGeo Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Hardware requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Minimum hardware requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Recommended hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Contacting Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Chapter 2: Installing the TriGeo SIM appliance . . . . . . . . . . . . . . . 11
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installation sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Installing the TriGeo SIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing the appliances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Before you power the appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Configuring the TriGeo SIM appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Chapter 3: Installing the TriGeo InDepth appliance . . . . . . . . . . . . 17
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Installing the TriGeo InDepth appliance . . . . . . . . . . . . . . . . . . . . . . . . . 17
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
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Contents
Installing the InDepth appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Before you power the appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Configuring the appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Chapter 4: Installing the TriGeo SIM Console. . . . . . . . . . . . . . . . . 21
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Installing Adobe AIR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Installing the TriGeo SIM Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Chapter 5: Installing TriGeo Reports. . . . . . . . . . . . . . . . . . . . . . . . 31
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Installing Crystal Reports Runtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Installing the TriGeo Reports Console . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Chapter 6: Installing Agents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Operating system requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Agent installation options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Single Agent installation and setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Running the TriGeo Agent Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Introduction and license agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Defining the Manager Communication Settings . . . . . . . . . . . . . . . . . . . . . . . . . 47
USB-Defender . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Pre-Installation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Completing the installation for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Completing the installation for Windows 98 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Remote Agent installation and setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Loading the Remote Agent Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Running the Remote Agent Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Introduction and license agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Defining the Manager Communication Settings . . . . . . . . . . . . . . . . . . . . . . . . . 61
Selecting the Agent network nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Installing USB-Defender . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
4
Contents
Pre-Installation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Completing the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Chapter 7: Removing TriGeo products . . . . . . . . . . . . . . . . . . . . . . 71
Removing the TriGeo Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Removing a TriGeo Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Removing multiple TriGeo Agents from the network . . . . . . . . . . . . . . . . . . . . . 74
Removing TriGeo Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Chapter 8: Installing Legacy TriGeo Console. . . . . . . . . . . . . . . . . 85
Starting the TriGeo Console Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Running the Console Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Introduction and License Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Choosing an installation location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Choosing a shortcut folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Choosing TriGeo Reports Console options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Verifying your settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Installing the TriGeo Reports Console . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Installing the Crystal Reports Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Installing TriGeo Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Finding the License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Completing the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Starting the TriGeo Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
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Chapter 1:
Introduction
About the TriGeo Security Information Manager (SIM)
The TriGeo Security Information Manager (SIM) is a state-of-the-art appliance that adds value
to existing security products and increases efficiencies in administering, managing and
monitoring security policies and safeguards on your network.
The TriGeo SIM is based on brand new concepts in security. You can think of it as an immunity
system for computers. It is a system that is distributed throughout your network as “points of
presence” that work together to protect and defend your network. The TriGeo SIM responds
effectively with focus and speed to threats and offensive actions.
Package contents
• TriGeo Security Information Manager (SIM) Appliance(s)
• TriGeo InDepth Appliance (if purchased)
• TriGeo DVD:
• Agent Installer
• Remote Agent Installer
• Remote Agent Uninstaller
• Console Installer
• Adobe AIR Runtime Installer
• Reports Installer
• License Agreement
• Upgrade and Upgrade Instructions
• TriGeo SIM Installation Guide
• TriGeo SIM User Guide
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Introduction
• License Agreement
• What’s New
System requirements
Supported operating systems
TriGeo Console
The TriGeo SIM Console is the graphical user interface used to monitor the TriGeo Manager
and its Agents. It can be installed on any workstation with an operating system that supports
Adobe AIR (http://www.adobe.com/products/air/systemreqs/):
• Microsoft Windows 2000
• Microsoft Windows XP
• Microsoft Windows Vista
• Mac OS X
• Linux
Agents
You can install TriGeo's Agent software on workstations that run any of the following operating
systems:
• Microsoft Windows 2000, with Service Pack 4
• Mac OS X
• Linux
• Solaris (Sun or x86)
8
Introduction
TriGeo Reports
You can install TriGeo Reports on workstations that run any of the following operating systems:
Hardware requirements
Minimum hardware requirements
• Console/Reports: 1 GHz Pentium III or equivalent processor, 1GM RAM, 5 GB hard disk
drive space.
• Agent: 450 MHz Pentium III or equivalent processor, 128 MB RAM, 1 GB hard disk drive
space.
Recommended hardware
• # Console/Reports: 2 GHz Pentium 4 or equivalent processor, 2 GB RAM, 10 GB hard disk
drive space.
• # Agent: 800 MHz Pentium III or equivalent processor, 512 MB RAM, 1 GB hard disk drive
space.
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Introduction
Contacting Technical Support
Please refer to the TriGeo Knowledgebase or contact TriGeo Technical Support if you receive
any errors or if you are uncertain about how to properly perform a procedure.
TriGeo Technical Support is available by phone or email during business hours. Please provide
your TriGeo software version when contacting us.
Hours of Operation: Monday - Friday, 5:00 AM to 5:00 PM, Pacific Time
Telephone: Toll Free, 866–664–6068 (United States only)
International Technical Support: 1–208–664–6060
Email: [email protected]
10
Chapter 2:
Installing the TriGeo SIM appliance
Introduction
The TriGeo Security Information Manager (or TriGeo SIM) system is based on software
modules called Agents, and on the management of these Agents and their information.
Agents are installed on each appropriate workstation, server, and network device (where
applicable). Agents communicate the logging data from each device’s security products to a
Manager. These security products include anti-virus software, network-based intrusion
detection systems, and logs from operating systems and firewalls.
Agents collect each product's security-related event data, normalize this data, and then pass the
normalized data on to the Manager, which is a secure point for the management of Agents. All
data received from the Agents are processed by the Manager's policy engine; and when needed,
the Manager initiates appropriate action.
These actions can include notification of a problem via the TriGeo Console, email, or pager;
blocking an IP address; shutting down or rebooting a workstation; and passing the alerts on to
the TriGeo database for future analysis and reporting with the Reports application.
You can configure security policies based on the alerts retrieved from the security products that
are installed on the Agents and the network. The TriGeo Console provides a dedicated,
comprehensive, graphical interface that eases the configuration and management of the TriGeo
system.
This book explains the procedures for installing the TriGeo Security Information Manager
appliance, TriGeo InDepth appliance (sold separately), the TriGeo Console and TriGeo Reports
modules, and the Agents.
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Installation sequence
TriGeo pre-configures and installs the Manager software on the SIM appliance(s), as
appropriate for the size of the installation. Each of your SIMs is licensed to control and connect
to a given number of Agents based on the size of your organization, the total number of desired
Agents, and your potential for future expansion.
TriGeo then sends the SIM to you with these instructions for installation. You are responsible
for physically installing the SIM and connecting it into your network.
To install the TriGeo system in the correct sequence:
1. Install the TriGeo SIM appliance and connect it to your network, as described in this chapter.
2. If you have purchased a TriGeo InDepth appliance, install it next, before you install
anything else. See “Installing the TriGeo InDepth appliance” on page 17.
3. Install the TriGeo Console and TriGeo Reports on any workstations that require access to
the Manager and Agents. The TriGeo Console is normally installed on the system
administrator’s, the network administrator’s, or the network security administrator's
workstation.
You can then use the TriGeo Console to perform nearly all of the configuration and
management of the TriGeo system. See “Installing the TriGeo SIM Console” on page 21 for
more information.
Note: Installing the TriGeo Console is a straightforward process, much like
installing any other piece of software. If you have problems during
installation, the installation process is addressed in TriGeo’s online training
sessions.
4. Finally, install TriGeo’s Agent software on all appropriate network nodes. The Agent
software monitors the network security products on each machine (such as intrusion
detection systems, anti-virus software, and the operating system) for potential securityrelated alerts.
In order to use these network security products with your TriGeo SIM, you must properly
configure the Agent software so that it becomes integrated with each product. For more
information, see the TriGeo SIM Product Integration Manual.
12
Installing the TriGeo SIM
Before you begin
Before installing the TriGeo Security Information Manager (SIM), it is highly recommended
that you have fully-functioning internal domain name resolution services (DNS) on the internal
network. Without DNS, the TriGeo SIM may not be able to resolve internal hostnames to IP
addresses, and any installed TriGeo Agents and Consoles be unable to resolve the SIM’s
hostname. The TriGeo system generally functions without full internal DNS; however each
Agent must have a unique DNS name. Currently, WINS is not supported as an alternative to
using DNS.
Installing the appliances
1. Remove the TriGeo Security Information Manager (SIM) appliance from any packaging.
2. Choose a secure location for the SIM. Normally, the SIM is located in a datacenter or server
room that is well protected.
3. Plug the SIM into a safe power outlet, preferably one that is surge protected with battery
backup.
4. Plug the SIM’s management port into the network. On a system with several network ports,
this is usually the primary port, marked with a 1.
5. If you purchased multiple TriGeo appliances, such as a TriGeo SIM Level 4 or TriGeo
InDepth, connect their additional network ports to each other appropriately.
• First, connect the TriGeo SIM appliances to each other using the next available port.
• Then, connect the TriGeo InDepth appliance to your TriGeo SIM appliance using the
next available port. For more information on the InDepth installation process, see
“Installing the TriGeo InDepth appliance” on page 17.
6. If you desire network-based IDS coverage with Snort, you can use the SIM’s additional
network ports. Plug each additional port into the appropriate network segment. Then
configure any accompanying switches to properly redistribute network traffic to the SIM.
13
Before you power the appliance
Your TriGeo SIM most likely arrived preconfigured with the appropriate network settings. The
first step in this section is only provided in the event that you need to reconfigure the network
settings before placing the appliance on your network.
1. Before you power the TriGeo SIM and proceed with its configuration, answer the following
questions:
• Are you going to assign the TriGeo SIM a static IP address, or have a DHCP server
assign the address? If you choose to allow a DHCP server to assign the address, it is
recommended that you reserve a reasonable lease so the IP address does not change.
• If you are using DHCP, does your DHCP server assign DNS addresses?
• If you are using a static IP address, you will need to know the IP address you wish to
assign to the SIM, and the subnet mask of the network.
• For a static IP address and for a DHCP server that does not assign DNS, you will need
to know DNS addresses for your network.
• Are you going to access the SIM remotely (via SSH) or are you going to use a keyboard
and monitor for access?
2. If you are going to use a keyboard and monitor to directly access and configure the SIM,
make sure they are plugged in before powering the SIM appliance.
3. After you are prepared with the above information, turn the SIM appliance’s power on.
Configuring the TriGeo SIM appliance
Your TriGeo SIM most likely arrived preconfigured with the appropriate network settings. This
section is only provided in the event that you need to reconfigure the network settings before
placing the SIM appliance on your network.
1. After the SIM is fully powered, you can begin configuring the network parameters. To
proceed with network configuration, see the chapter called “Using the Manager Network
Appliance” in the TriGeo SIM User Guide. In particular, see the netconfig command in
chapter’s “appliance menu commands” section.
2. After you configure the network, verify that DNS is functioning before you proceed with
configuring or installing any Agents. Your operating system should have the necessary tools
for verification, including nslookup or dig, or you can rely on your DNS server's database
for this information.
14
3. Apply your TriGeo SIM appliance license. This license is available on the TriGeo Customer
Portal. To apply it, use the CMC manager menu’s licenseupgrade command. For more
information, see the chapter called “Using the Manager Network Appliance” in the TriGeo
SIM User Guide. In particular, see the licenseupgrade command in chapter’s “manager
menu commands” section.
15
Chapter 3:
Installing the TriGeo InDepth appliance
Introduction
TriGeo InDepth is an add-on appliance and plug-in application that are sold separately. If
purchased, each TriGeo SIM has its own dedicated InDepth appliance that is mounted in a rack
with the SIM. The InDepth appliance stores all of the original log file source data that passes
through a particular TriGeo SIM. The log data is stored in its entirety, in real time, as it originally
occurs from each host (network device) and source (application or tool) that is monitored by the
SIM.
TriGeo pre-configures and installs the InDepth software on the InDepth appliance. Your
InDepth appliance is licensed to receive a certain amount of data per day based on the size of
your organization and potential for future expansion.
TriGeo then sends the InDepth appliance to you with these instructions for installation. You are
responsible for physically installing the appliance and connecting it into your network.
Note: Install and configure the InDepth appliance immediately after you install
and configure the TriGeo SIM appliance, and before you install anything
else.
Before you begin
As with the TriGeo SIM, before you install the TriGeo InDepth appliance, it is highly
recommended that you have fully-functioning internal domain name resolution services (DNS)
on the internal network.
17
Installing the InDepth appliance
1. Remove the TriGeo InDepth appliance from any packaging.
2. Place your InDepth appliance in the same location as your TriGeo SIM. Normally, both
appliances are located in a datacenter or server room that is well protected.
3. Plug the InDepth appliance into a safe power outlet, preferably one that is surge protected
with battery backup.
4. Plug the InDepth appliance’s management port into the network. On a system with several
network ports, this is usually the primary port, marked with a 1.
5. Plug the InDepth appliance’s secure communication port into the TriGeo SIM appliance. On
a system with several network ports, this is usually the secondary port, marked with a 2.
Before you power the appliance
Your TriGeo InDepth appliance most likely arrived preconfigured with the appropriate network
settings. The first step in this section is only provided in the event that you need to reconfigure
the InDepth appliance’s network settings before placing it on your network.
1. Before you power the TriGeo InDepth appliance and proceed with its configuration, answer
the following questions:
• Are you going to assign the TriGeo InDepth appliance a static IP address, or have a
DHCP server assign the address? If you choose to allow a DHCP server to assign the
address, it is recommended that you reserve a reasonable lease so the IP address does
not change.
• If you are using DHCP, does your DHCP server assign DNS addresses?
• If you are using a static IP address, you will need to know the IP address you wish to
assign to the InDepth appliance, and the subnet mask of the network.
• For a static IP address and for a DHCP server that does not assign DNS, you will need
to know DNS addresses for your network.
• Are you going to access the InDepth appliance remotely (via SSH) or are you going to
use a keyboard and monitor for access?
2. If you are going to use a keyboard and monitor to directly access and configure the InDepth,
make sure they are plugged in before powering the InDepth appliance.
3. After you are prepared with the above information, turn the InDepth appliance’s power on.
18
Configuring the appliance
Your TriGeo InDepth appliance most likely arrived preconfigured with the appropriate network
settings. The first step in this section is only provided in the event that you need to reconfigure
the InDepth appliance’s network settings before placing the appliance on your network.
1. After the InDepth appliance if fully powered, you can begin configuring the network
parameters. To proceed with network configuration, see the chapter called “Using the
Manager Network Appliance” in the TriGeo SIM User Guide. In particular, see the
netconfig command in the chapter’s “appliance menu commands” section.
2. After installing the TriGeo Console (the procedure comes later in this book), configure the
InDepth appliance so that it becomes fully integrated with the TriGeo SIM. To configure
InDepth, see the topics on InDepth in the TriGeo SIM Product Integration Manual.
3. Apply your TriGeo InDepth appliance license. This license is available on the TriGeo
Customer Portal. To apply it, use the CMC indepth menu’s licenseupgrade command. For
more information, see the chapter called “Using the Manager Network Appliance” in the
TriGeo SIM User Guide. In particular, see the licenseupgrade command in chapter’s
“indepth menu commands” section.
19
Chapter 4:
Installing the TriGeo SIM Console
Before you begin
1. Insert the TriGeo DVD into the workstation’s DVD drive.
2. The installers use active components. If the following prompt appears, click Yes.
After a moment, your web browser will open to the DVD’s Welcome page.
21
3. What you do next depends on whether you are a first-time user or if you are upgrading.
If you are upgrading:
If you are upgrading the TriGeo SIM Console from version 4.5, do the following:
1. Install Adobe AIR (see “Installing Adobe AIR” on page 23).
2. When you are done installing Adobe AIR, click the DVD’s Upgrade tab.
3. On the Upgrade page, click Upgrade Instructions .
4. Follow the upgrade instructions to upgrade your TriGeo SIM Console.
If you are a new TriGeo SIM user:
If you are installing the Console for the first time:
1. Click the DVD’s Installers tab.
2. Perform the procedures that follow in this chapter.
22
Installing Adobe AIR
The Console requires Adobe AIR to run. If you already have Adobe AIR installed, you may
proceed directly with installing the TriGeo SIM Console. In this case, go to “Installing the
TriGeo SIM Console” on page 27.
If you do not have Adobe AIR installed, proceed with the following instructions. For best
results, close all other programs before you proceed with this installation.
To install Adobe AIR:
1. On the DVD’s Welcome page, click the Installers tab.
The Installers page appears.
23
2. In the Installers list, under Console, click Adobe AIR.
The AdobeAIRInstaller.exe file begins downloading from the DVD. After a few moments,
the File Download prompt appears.
3. Depending on your operating system, you may either run the file immediately, or you may
have to save it first.
• If a Run option is available, click Run.
• If only a Save File option is available, click Save File. In this case, the
AdobeAIRInstaller.exe file will download to your default download folder, which is
typically the Downloads sub-folder under My Documents. After downloading, open
this folder and then double-click the AdobeAIRInstaller.exe file to begin running it.
4. If another Security Warning appears, click Run.
24
The Adobe AIR Setup installer begins immediately. After a few moments, the Adobe AIR
license agreement appears.
5. Click I Agree.
After a few moments, Adobe AIR installation will be complete.
6. Click Finish.
Typically, the Adobe AIR installer will check to see if a newer version is available. If so, it
will prompt you to update the program. If prompted, TriGeo recommends you take the
update, as described on the following page.
25
To update Adobe AIR:
When an update to Adobe AIR is available, the following update prompt appears.
1. Click Update Now.
The installer downloads the latest update. When it is ready, the following prompt appears.
2. Click Update.
After a few moments, the update will be complete.
3. Click Finish.
You may now install the TriGeo SIM Console.
26
This procedure explains how to install the TriGeo SIM Console. The Console requires Adobe
AIR to run.
• If you already have Adobe AIR installed, you may begin installing the TriGeo SIM Console.
• If you do not have Adobe AIR installed, you must install it before you install the TriGeo
SIM Console. For this procedure, see “Installing Adobe AIR” on page 23.
For best results, close all other programs before you proceed with this installation. If needed,
you can exit this installer at any time during the installation by clicking Cancel.
To install the TriGeo SIM Console:
2. Click either of the following:
• In the Installers list, under Console, click TriGeo SIM Console.
• In the page’s text, under TriGeo Console, click Console Installer.
The File Download prompt appears.
• If an Open or Run option is available, choose that option.
• If only a Save or option is available, click Save. In this case, the TriGeo SIM
Console.air file will download to your default download folder, which is typically the
Downloads sub-folder under My Documents. After downloading, open this folder and
then double-click TriGeo SIM Console.air to begin running it.
27
The installation begins immediately.
After a moment, a verification prompt appears, asking if you want to install the TriGeo SIM
Console.
4. Click Install.
28
After a moment, an Installation Preferences form appears.You can use this form to select
the folder in which you want to install the Console. You can also select options for placing
shortcuts to the Console on your desktop.
5. Select the following options, as desired:
• Select Add shortcut icon to my desktop to create a desktop short cut that will open the
TriGeo SIM Console. Clear this check box if you do not what a desktop shortcut to the
Console.
• Select Start application after installation if you want to open the Console
immediately after install it. Clear this check box if you do not what to open the Console
immediately after installation.
• Click the folder icon if you want to browse to and select a different folder for installing
the Console. By default, the Console is installed to C:\Program Files\TriGeo SIM
Console.
29
6. Click Continue.
The installation continues until it is finished, and then it automatically closes.
If you selected the Start application after installation back in Step 5, the TriGeo SIM
Console automatically opens to its Appliances view. You may now begin connecting the
Console to your TriGeo SIM Appliance(s).
30
Chapter 5:
Installing TriGeo Reports
Before you begin
This chapter explains how to install Crystal Reports Runtime and the TriGeo Reports Console.
The TriGeo Reports Console needs Crystal Reports Runtime in order to generate its reports. If
your system does not have Crystal Reports Runtime, install it before you before you install the
TriGeo Reports Console.
Installing Crystal Reports Runtime
If you already have Crystal Reports Runtime installed, you may proceed directly with installing
the TriGeo Reports Console. In this case, go to “Installing the TriGeo Reports Console” on
page 36.
If you do not have Crystal Reports Runtime installed, proceed with the following instructions.
For best results, close all other programs before you proceed with this installation.
To install Crystal Reports Runtime:
• In the Installers list, under Reports, click Reports Console.
• In the page’s text, under TriGeo Reports, click Crystal Reports Runtime Installer.
31
3. In the Installers list, under Reports, click Crystal Reports Runtime.
The SetupCR11.exe file begins downloading from the DVD. After a few moments, the File
Download prompt appears.
• If a Run option is available, click Run.
• If only a Save File option is available, click Save File. In this case, the SetupCR11.exee
file will download to your default download folder, which is typically the Downloads
sub-folder under My Documents. After downloading, open this folder and then doubleclick the SetupCR11.exe file to begin running it.
32
The Crystal Reports Runtime wizard begins immediately.
6. Click Next >.
The license agreement appears.
33
7. Click I accept the terms in the license agrement, and then click Next >.
The Customer Information form appears.
8. In the User Name box, type your name.
9. In the Organization box, type your company’s name.
10. Under Install this application for, select the best option for this computer.
11. Click Next >.
The installation continues. Please be patient. This may take several minutes.
34
The InstallShield Wizard Completed screen appears when installation is complete.
12. Click Finish.
Upon completing the wizard, you will be prompted to restart your system. You must restart
your system for the installation to take effect.
13. Click Yes to restart your system.
After your system restarts, you can install TriGeo Reports.
35
Installing the TriGeo Reports Console
This procedure explains how to install the TriGeo Reports Console. TriGeo Reports requires
Crystal Reports Runtime to run.
• If you already have Crystal Reports Runtime installed, you may proceed with this
procedure.
• If you do not have Crystal Reports Runtime installed, you must install it before you install
the TriGeo Reports Console. For this procedure, see “Installing Crystal Reports Runtime”
on page 31.
For best results, close all other programs before you proceed with this installation. If needed,
you can exit this installer at any time during the installation by clicking Cancel.
To install the TriGeo SIM Console:
2. In the Installers list, under Reports, click Reports Console.
• In the Installers list, under Reports, click Reports Console.
• In the page’s text, under TriGeo Reports, click Reports Console Installer.
The File Download prompt appears.
36
The TriGeo Reports - InstallShield Wizard begins immediately.
5. Click Next >.
37
The license agreement appears.
6. Click I accept the terms in the license agrement, and then click Next >.
The Customer Information form appears.
7. In the User Name box, type your name.
8. In the Organization box, type your company’s name.
9. Under Install this application for, select the best option for this computer.
10. Click Next >.
38
The Destination Folder form appears. You can use this form to select which folder the
TriGeo Reports Console is to be install in. The default folder is C:\Program Files\TriGeo
Reports.
11. Click Change to browse to and select a different folder.
12. Click Next > to continue with installing the TriGeo Reports Console
The Ready to Install the Program page appears, summarizing the options you selected.
13. Review your options. Then do one of the following:
• Click < Back to go back and make any necessary changes.
• Click Next > to continue.
39
The installation continues. Please be patient. This may take several minutes.
The InstallShield Wizard Completed screen appears when installation is complete.
14. Click Finish.
You may now use the TriGeo Reports Console.
If you encounter any problems while installing, please contact TriGeo Technical Support.
40
Chapter 6:
Installing Agents
Install the TriGeo Agent software on all individual nodes in the LAN or WAN where the TriGeo
system will be used. In order to install an Agent, you must be a local administrator.
Operating system requirements
You can install the Agent software on workstations that run any of the following operating
systems:
• Microsoft Windows NT 4.0, with at least Service Pack 6
• Microsoft Windows Server 2003
• Microsoft Windows 2000, with at least Service Pack 2
• Microsoft Windows 98 (Second Edition)
• HP-UX.
• IBM AIX
• Linux
• Solaris on Sun or x86 hardware
Before you begin
Before installing an Agent, you will need to know the following information:
• The workstation folder in which you will install the Agent component.
Note: On all Windows platforms, you must install the Agent in the WINNT folder
or the WINDOWS folder.
• The Name and/or IP Address of the TriGeo Security Information Manager (SIM) appliance.
41
Installing Agents
• The install and secure port numbers used by the Agent.
Note: The port numbers that you enter must match the Manager’s install and
secure communication port numbers. These numbers are provided on your
Manager Information Sheet.
• The names of any tools you wish to install for use with the TriGeo SIM, such as firewalls,
anti-virus software, and intrusion detection software. See the Product Integration Manual
for a list of compatible tools.
Agent installation options
There are two ways to install Agents on the network:
1. Install Agents individually, on each individual workstation. See “Single Agent installation
and setup” on page 43 for more information.
2. Install Agents to remote workstations in a mass installation. You can only use the remote
installation to install Agents on Windows NT/2000/2003/XP/Vista computers. See “Remote
Agent installation and setup” on page 55 for more information.
The following installation procedures are for Windows operating systems. Your installation
procedure may differ slightly, depending on the operating system you are using. However, Agent
installations are essentially the same between operating systems, differing mostly with the
settings that pertain to your specific environment. Therefore, the following procedures should
still be a useful reference, even if they vary slightly from your exact situation.
42
Installing Agents
Single Agent installation and setup
1. Insert the TriGeo CD-ROM into the workstation’s CD-ROM drive.
2. The file index.html should open automatically in a web browser. If it does not, use your web
browser to open the index.html file on the CD-ROM to proceed with the installation.
The following page appears.
43
Installing Agents
3. Click Agent [Version] Installer to begin.
The Agent Installer page appears.
From this page, you can either automatically start the installation, or you can download the
installer to the workstation, and then manually start it.
To automatically start the installer:
• Click Start Installer for [your operating system].
When the Agent Installer has finished loading, the Introduction form appears.
To download the file then start the installer:
1. Click the Download link for your operating system.
44
Installing Agents
2. Download setup.exe.
3. Double-click setup.exe to start the installer.
When the Agent Installer has finished loading, the Introduction form appears.
Running the TriGeo Agent Installer
This section describes each step of the TriGeo Agent Installer. For best results, close all other
programs on the workstation before you proceed with this installation.
If needed, you can exit this installer at any time during the installation by clicking Cancel. You
can also use the Previous button to go back to prior pages of the installer to verify or change
your settings.
45
Installing Agents
Introduction and license agreement
1. On the Introduction form, click Next to continue.
The License Agreement form appears.
2. Read the License Agreement.
3. After you have read and understood the license agreement, click to select I accept the terms
of the License Agreement.
4. Click Next to continue.
46
Installing Agents
Note: You cannot continue with the installer until you accept the License
Agreement.
The Manager Communication Settings form appears.
Defining the Manager Communication Settings
Use the Manager Communication Settings form to define the communication settings used by
the Agent to communicate with the TriGeo Manager. The form will display the default settings.
Note: If you have already installed an Agent on this machine, the installer will skip
this form and your existing settings will be used.
1. Complete the form, if needed. The following table describes each item on the form.
Item
Description
Manager Name
Type the DNS Name or the IP address of the TriGeo Security
Information Manager (SIM) appliance.
Install Port
Type the port number that the Agent will use for installation, if
it is different from the default number shown.
The port number you enter here must match the Manager’s
Install Port number. Unless you have consulted with TriGeo and
had these port numbers modified on your TriGeo Manager,
accept the default setting.
47
Installing Agents
Item
Description
Legacy Port
Type the port number the Agent will use for secure
communications with the Manager during normal operations in
the event the Secure Port is unreachable, if it is different from the
default number shown.
The port number you enter here must match the Manager's
Legacy Communication Port number. Unless you have
consulted with TriGeo and had these port numbers modified on
your TriGeo Manager, accept the default setting.
Secure Port
communications with the Manager during normal operations, if
Secure Communication Port number. Unless you have consulted
with TriGeo and had these port numbers modified on your
TriGeo Manager, accept the default setting.
The Manager Communication Summary form appears. It displays a summary of the
settings from the previous form.
48
Installing Agents
3. If the settings are not correct, click Previous to return to the previous form so you can make
your corrections. Otherwise, click Next to continue.
The USB-Defender form appears.
USB-Defender
USB-Defender is a service that detects insertion and removal of USB storage devices on Agents,
such as USB keys, flash drives, thumb drives, hard drives, and other removable USB devices.
1. Select the USB-Defender check box to install this service.
2. Click Next.
The Pre-Installation Summary form appears.
49
Installing Agents
Pre-Installation Summary
The Pre-Installation Summary form displays a summary of the Agent installation settings
from the previous forms.
1. If the settings are not correct, click Previous to return to the appropriate form(s) so you can
make your corrections. Then click Next to return to this form.
50
Installing Agents
2. When the settings are correct, click Install to finish installing the TriGeo Agent.
The Installing TriGeo Agent form displays the progress of the installation.
If needed, you can click Cancel to quit the installation procedure and remove any files that
were installed up to that point.
If you are installing an Agent on a Windows NT/2000/2003/XP/Vista workstation, then
continue on to the next page. If you are installing the Agent on a Windows 98 workstation,
then see “Completing the installation for Windows 98” on page 53.
Completing the installation for Windows
When the installation of the Agent is complete, the Starting Agent form appears.
51
Installing Agents
Note: If you are installing the Agent on a Windows 98 workstation, do not use this
installation procedure. Instead, see “Completing the installation for
Windows 98” on page 53.
1. Click Next to start the Agent service.
The Agent Log form appears. It displays the workstation’s Agent service status. It indicates
when Agent service has begun.
You will know that Agent service has started when you see a log entry that reads: 
STATUS [RuleCenter] Initializing Rules.
52
Installing Agents
2. Periodically click Refresh to display the workstation’s current Agent status.
3. Look for the message: STATUS [RuleCenter] Initializing Rules.
4. Click Refresh as many times as needed, until you see this message.
5. When the message appears, click Next to continue.
The Install Complete form appears.
6. Click Done to exit the installer.
The installation procedure for the TriGeo Agent is now complete!
Note: To upgrade an Agent, simply run this Installer again. The Installer will
preserve your previous settings and accept any new changes.
Completing the installation for Windows 98
When the installation of the Agent is complete, the 9x Install Complete form appears.
53
Installing Agents
Note: If you are installing the Agent on any Windows platform other than
Windows 98, do not follow this installation procedure. Instead, see
“Completing the installation for Windows” on page 51.
1. Click Done to exit the installer and finish the Agent installation procedure.
A reboot message appears.
2. Restart the computer and log in.
Note: To make the Agent begin functioning properly, you must restart and log into
the computer.
You can find the Agent icon in the system tray, as shown here.
The installation procedure for the TriGeo Agent is now complete!
54
Installing Agents
Remote Agent installation and setup
This section describes each step of the Remote Agent Installer. To use the Remote Installer, you
must install from a Windows NT/2000/2003/XP/Vista workstation, and you can only install
Agents on Windows NT/2000/2003/XP/Vista workstations.
Note: To complete the installation, the Remote Agent Installer requires either
Domain Administrator privileges on the domain your PCs are connected to,
or Local Administrator privileges on each target PC. The Remote Installer
uses the “Admin Shares” (designated with a dollar sign). If these shares are
disabled on your network, the installation will fail.
If you are not an administrator, you can download the Remote Agent
Installer setup file and use “Run As” to run the Installer with an
administrative user's password.
Loading the Remote Agent Installer
55
Installing Agents
browser to open the index.html file on the CD-ROM to proceed with installation.
The following page appears.
56
Installing Agents
3. Click Remote Agent [Version] Installer to begin.
The Install Remote Agent page appears.
From this page, you can either automatically start the installation, or you can download the
installer to the workstation and then manually start it.
To automatically start the installer:
• Click Start Installer for Windows.
When the Installer has finished loading, the Introduction form appears.
To download the file then start the installer:
1. Click the Download link.
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Installing Agents
When the Remote Agent Installer has finished loading, the Introduction form appears.
Running the Remote Agent Installer
This section describes each step of the Remote Agent Installer. For best results, close all other
programs on the workstation before you proceed with this installation.
If needed, you can exit this installer at any time during the installation process by clicking
Cancel. You can also use the Previous button to go back to prior pages of the installer to verify
or change your settings.
58
Installing Agents
Introduction and license agreement
3. After you have read and understood the license agreement, click to select I accept the terms
of the License Agreement.
59
Installing Agents
Agreement.
The Choose a Temporary Folder form appears. This form lets you specify a temporary
folder for the Installer to use while it is working. It temporarily places files in this folder, and
the copies them to the remote target.
The default temporary folder is C:\TriGeoMultiInstall. To select a different folder, click
Choose and then browse to the folder of your choice. To restore the default folder, click
Restore Default Folder.
5. Click Next.
The Manager Communication Settings form appears.
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Installing Agents
Defining the Manager Communication Settings
Use the Manager Communication Settings form to define the communication settings used by
the Agent to communicate with the TriGeo Manager. The form will display the default settings.
1. Complete the form, if needed. The following table describes each item on the form.
Item
Description
Manager Name
Enter the DNS Name of the TriGeo Security Information
Manager (SIM) appliance.
Install Port
Type the port number that the Agent will use for installation, if
Install Port number. Unless you have consulted with TriGeo and
had these port numbers modified on your TriGeo Manager,
accept the default setting.
Legacy Port
communications with the Manager during normal operations in
the event the Secure Port is unreachable, if it is different from
the default number shown.
The port number you enter here must match the Manager's
Legacy Communication Port number. Unless you have
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Installing Agents
Item
Description
Secure Port
communications with the Manager during normal operations, if
Secure Communication Port number. Unless you have
3. The Get Hosts to Install prompt appears, asking whether to build the list of available
Agents automatically, or to use a list from a text file.
4. Do one of the following:
• Select Get hosts automatically to have the Installer attempt to use network information
to build the list of available Agents.
If a machine is not listed, you can use a text file to populate the list instead. The text file
must have only one machine name (or IP address) per line.
• Select Get hosts from file (One host per line) to have the Installer retrieve a list of
available Agents from a text file. Then use the Browse button to locate the text file.
5. Click OK to continue.
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Installing Agents
Selecting the Agent network nodes
The Agent Node Selector form appears that lists all of the network nodes (computer
workstations, etc.) to which you can install an Agent.
1. By default, you will be prompted for a user name and password when the Remote Agent
Installer cannot connect with a remote system. Select the Never prompt for passwords
check box if you want the Remote Agent Installer to automatically go to the next system, if
it cannot connect to a remote system with the current user name and password.
2. Click the check box next to each node for which you intend to install the Agent.
• To select every node, click the Select All button.
• To clear every node, click the Deselect All button.
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Installing Agents
3. When you have selected all of the proper nodes, click Next.
The Node Summary form appears. It displays the nodes that you selected on the previous
form.
4. If the nodes are not correct, click Previous to return to the previous form. Make your
corrections; then click Next to return to this form.
5. When the node settings are correct, click Next to continue installing the Agents.
The Windows Path form appears. It displays the default path to the Agent’s Windows root
directory.
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Installing Agents
6. Type the path to the Agent’s Windows root directory, if it is different from the path shown.
The USB-Defender form appears.
Installing USB-Defender
USB-Defender is a service that detects insertion and removal of USB storage devices on Agents,
such as USB keys, flash drives, thumb drives, hard drives, and other removable USB devices.
1. Select the USB-Defender check box to install this service.
Pre-Installation Summary
The Pre-Installation Summary screen displays a summary of the Agent installation settings
from the previous forms.
65
1. If the settings are not correct, click Previous to return to the appropriate form(s) so you can
make your corrections. Then click Next to return to this form.
2. When the settings are correct, click Install to locally install the files the Console will
distribute to the Agents.
The Installing Install Remote TriGeo Agents form displays the progress of the
installation.
were installed up to that point. Otherwise, wait for the Ready to Install form to appear.
Installing Agents
Completing the installation
When the system is ready to remotely install the Agents, the Ready to Install form appears.
1. Click Next to begin installing Agents to the computers you selected.
A progress bar displays the current installation status for each Agent, and the number of
Agents remaining to be installed. Please be patient. Depending on the number of network
nodes you selected, installation can be a lengthy process.
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Installing Agents
2. When the installation process is complete, a summary report appears, as shown below. This
report lists those computers that successfully received Agents, as well as those that did not.
When Agent installation is complete, the Install Complete form appears.
The remote installation procedure for the TriGeo Agents is now complete!
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Installing Agents
69
Chapter 7:
Removing TriGeo products
This chapter describes the procedure for removing the TriGeo Console, TriGeo Agents, and
TriGeo Reports.
Removing the TriGeo Console
When needed, you can remove the TriGeo Console. You may need to do this if you are moving
to another workstation, or if you are experiencing problems with the TriGeo Console. The
following procedure describes how to remove the TriGeo Console from a workstation.
To remove the TriGeo Console:
1. On the TriGeo Console workstation, click the Start button, then Settings, then Control
Panel.
71
2. In the Control Panel, double-click Add/Remove Programs.
The Add/Remove Programs window appears.
3. Select TriGeo Console, then click the Change/Remove button (in Windows NT, click the
Add/Remove button).
After a few moments, the Uninstall TriGeo Console window appears while the TriGeo
Console is removed from your computer. When the uninstall process is finished, all files that
were part of the TriGeo Console will have been removed.
Removing a TriGeo Agent
The following procedure describes how to remove an Agent from a single workstation.
If an Agent was installed with the Remote Installer, or if you want to remove multiple Agents
simultaneously, you must remove them with the Remote Uninstaller, which is on the TriGeo
CD–ROM. See “Removing multiple TriGeo Agents from the network” on page 74 for more
information.
To remove the TriGeo Agent from a computer:
1. On the workstation that contains the Agent, click the Start button, then Settings, then
Control Panel.
72
73
3. Select Agent, then click the Change/Remove button (in Windows NT, click the
Add/Remove button).
After a few moments, the Uninstall TriGeo Agent window appears while the TriGeo Agent
is removed from your computer. When the uninstall process is finished, all files that were
part of the Agent will have been removed.
Removing multiple TriGeo Agents from the network
Use this procedure to do either of the following:
• Remove an Agent that was installed with the Remote Installer.
• Remove Agents from multiple network nodes (computer workstations, etc.) simultaneously.
Part 1: Downloading the Uninstaller
74
2. The file index.html should open automatically in a web browser, as shown below. If it does
not, use your web browser to open the index.html file on the CD-ROM to proceed with the
installation.
75
3. Select Remote Agent UnInstaller.
The Uninstall Remote Agent page appears.
4. Do either of the following:
• Click Download Installer for Windows to automatically start the installer.
• Next to the Windows icon, click the Download link to download unremagent.exe.
After completing the download, double-click the file to start the installer.
After the Uninstaller has completed loading, the Introduction form appears.
76
Part 2: Running the Uninstaller
1. On the Uninstaller’s Introduction form, click Next.
2. The Get Hosts to Install form appears, asking whether to use an existing list from a text file
or build a list of available systems automatically.
3. Do one of the following:
• Select Get hosts automatically to have the Uninstaller attempt to use network
information to produce a list of available systems.
77
• Select Get hosts from file (One host per line) to have the Uninstaller list the network
nodes that are specified in a text file. Then use the Browse button to locate the text file.
The text file must have only one machine name (or IP address) per line.
4. Click OK to continue.
The Agent Node Selector form appears. It lists all of the network nodes (computer
workstations, etc.) from which you can remove an Agent.
5. If the Uninstaller cannot connect with a remote system, by default it will prompt you for a
user name and password. Select the Never prompt for passwords check box if you want
the Uninstaller to automatically go to the next system when it cannot connect to a remote
system with the current user name and password.
6. Click the check box next to each node for which you want to remove the Agent.
• To select every node, click the Select All button.
• To clear every node, click the Deselect All button.
78
7. When you have selected all of the proper nodes, click Next.
A summary form appears, showing which remote network nodes you have selected.
8. If the nodes are not correct, click Previous to return to the previous form and make your
corrections. Otherwise, click Next to continue removing the Agents.
The Pre-Uninstallation Summary form appears. It displays information about temporary
files that must be installed to complete removal of the software.
9. Click Install.
79
10. The Installing Uninstall Remote Agent form appears, displaying the progress of the
installation. The Uninstaller is preparing files locally that are necessary to complete the
removal process.
If needed, you can click Cancel to quit the removal procedure and keep any Agents that have
been targeted for removal.
When the installation procedure is complete, the Ready to uninstall form appears.
Note: This is your last chance to cancel the removal procedure and keep any
Agents that have been targeted for removal. To quit this procedure, click
Cancel.
80
11. Click Next to begin removing the Agents from the selected network nodes.
Please be patient. Depending on the number of nodes you have selected, removing Agents
can be a lengthy process.
When the Agents have been removed, the following form appears.
12. Click Next.
The Uninstall Complete form appears.
81
13. Click Done.
The Agents are now removed from the selected network nodes.
Removing TriGeo Reports
When needed, you can uninstall TriGeo Reports. You may need to do this if you are moving to
another workstation, or if you are experiencing problems with TriGeo Reports. The following
procedure describes how to remove TriGeo Reports from a workstation.
To remove TriGeo Reports:
1. On the workstation, click the Start button, then Settings, then Control Panel.
82
3. Select TriGeo Reports, then click the Remove button.
A confirmation message appears.
4. Click Yes to continue with the removal of TriGeo Reports. This procedure may take several
minutes.
After a few moments, the Uninstall Reports window appears while the TriGeo Reports
components are removed from your computer. When the uninstall process is finished, all
files that were part of TriGeo Reports will have been removed.
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Chapter 8:
Installing Legacy TriGeo Console
These installation procedures apply to legacy TriGeo SIM Consoles prior to veriosion 5.0.
If you are using version 5.0 or later, no NOT use these procedures. Instead, use the
procedures that come earlier in this manual.
Starting the TriGeo Console Installer
browser to open the index.html file on the CD-ROM to proceed with the installation.
The following screen appears.
85
3. Click Console [Version] Installer.
The Console Installer page appears.
86
4. Select the installer that is appropriate for the workstation’s operating system. If needed, use
the following table for assistance.
If your operating
system is
Windows
Then
• Click Download Installer for Windows to automatically start
the installer,
Or...
1. Next to the Windows icon, click the Download link.
Linux
1. Next to the Linux icon, click the Download link.
2. Download setup.bin.
3. Open a shell and cd to the directory where you downloaded
the file.
4. At the prompt, type sh ./setup.bin to start the installer.
After the Console Installer has completed loading, the Introduction form appears.
Running the Console Installer
This section describes each step of the Console Installer. For best results, close all other
programs before you proceed with this installation.
If needed, you can exit this installer at any time during the installation by clicking Cancel. You
can also use the Previous button to go back to prior pages of the installer to verify or change
your settings.
87
Introduction and License Agreement
3. After you have read and understood the license agreement, click to select the statement, I
accept the terms of the License Agreement.
88
Agreement.
The Choose Install Folder form appears.
Choosing an installation location
Use the Choose Install Folder to select the folder in which you will install the Console.
1. In the Where Would You Like to Install? box, select the folder in which you want to install
the Console, if different from the default folder shown.
To select a different folder, either type a different folder path, or click the Choose button and
browse a different folder. If you make a mistake, click Restore Default Folder to show the
default folder. Then type or select the appropriate folder.
The Choose Shortcut Folder form appears.
89
Choosing a shortcut folder
Use the Choose Shortcut Folder form to define where desktop shortcuts (icons and titles) to
the Console are placed on the workstation.
1. Select the location in which a shortcut to the Console should appear. The following table
describes each option.
Select
To
In a new Program Place a shortcut in the Start button’s Programs menu under the
Group
Program Group name entered here. The default Program Group
name is “TriGeo”. If desired, type a different Program Group
name in the box.
In an existing
Program Group
Place a shortcut in the Start button’s Programs menu under an
existing Program Group name. To select a Program Group,
click the down arrow on the list box, then select a Program
Group from the list.
In the Start Menu Place a shortcut in the upper section of the Start menu.
On the Desktop
Place a shortcut directly on the desktop.
In the Quick 
Launch Bar
Place a shortcut in the Windows Quick Launch toolbar.
90
Select
To
Other
Place a shortcut in a particular folder. Either type the folder’s
path in the text box, or click Choose to browse to a specific
folder.
Don’t Create
Icons
Select this option if you do not want to create any shortcuts to
the Console.
Create Icons for 
All Users
Create a shortcut for every user of this workstation. All users
who log onto this workstation will have a shortcut in the
selected location.
The TriGeo Reports Install form appears.
91
Choosing TriGeo Reports Console options
Use the Reports Install form to choose whether or not you want to install the Reports Console.
The Reports Console is used to view and schedule reports based on the data stored in the TriGeo
database or a database warehouse. The Reports Console is not required for normal operation of
the TriGeo Console. If you choose not to install the Reports Console, you can always install it
at a later date simply by running this installer again, or by using the stand-alone Reports Console
Installer located on the TriGeo CD-ROM.
Note: The TriGeo Reports Console will only install and run on a Windows-based
computer. Also, you must have Local Administrator privileges to install the
TriGeo Reports Console, and you must be at least a Power User to run
TriGeo Reports.
1. To install the TriGeo Reports Console, keep the Install Reports Console? check box
selected. Otherwise, clear the check box.
2. To install Crystal Reports, keep the Install Crystal Reporting Engine? check box selected.
Note: TriGeo Reports require the Crystal Reporting Engine in order to run
properly. If the full version of Crystal Reports is already installed on your
computer, do not choose this option. First contact TriGeo Technical
Support to verify that your version is compatible with TriGeo Reports. Only
select this option if you are installing the Crystal Reporting Engine for the
first time.
92
The Crystal Reports option is only required the first time you install TriGeo
Reports. If you have already installed Crystal Reports, do not select this
option again if, at some later time, you are installing other components.
Verifying your settings
The Pre-Installation Summary form summarizes all of the settings you have selected on the
previous forms.
1. Review your settings.
2. If any of the settings are incorrect, use the Previous button to go back and correct the
appropriate forms. Then click Next until you return to this form.
93
3. When all of the settings are correct, click Install.
The Installing TriGeo Console form displays the progress of the installation:
Note: A Please Wait dialog may appear before the installation process continues
to the next screen.
94
Installing the TriGeo Reports Console
If you choose to install the TriGeo Reports Console (see “Choosing TriGeo Reports Console
options” on page 92), the Install Reports wizard appears.
The Install Reports wizard will guide you through the installation process. You can use this
wizard to install, modify, repair, or remove TriGeo Reports.
TriGeo Reports uses the Crystal Reports Engine. If your system does not have Crystal Reports,
you can also use this wizard to install it. To do so, select the Install Crystal Reporting Engine
option on the TriGeo Reports Install form (again, see “Choosing TriGeo Reports Console
options” on page 92).
If you choose to install both TriGeo Reports Console and the Crystal Reports Engine, the Crystal
Reports Engine wizard runs first. The next two subtopics describe the installation procedures for
the Crystal Reports Engine and TriGeo Reports. If you are not installing the TriGeo Reports
Console, skip to “Finding the License File” on page 102.
95
Installing the Crystal Reports Engine
Follow this procedure if you are installing the Crystal Reports Engine. Normally, this
installation occurs automatically. However, if the Locate the Crystal Reporting Engine
installer form appears, you must locate the appropriate setup file before you can proceed.
To locate the setup file:
1. On the Locate the Crystal Reporting Engine installer form, click Choose.
2. Browse to this folder on the TriGeo CD–ROM: Extras\reports_installer.
3. Double-click the file called setupCR11.exe.
The file path and file name should appear in the form’s Please Choose a File box.
4. Click Next to begin the installation.
The Crystal Reports InstallShield Wizard appears.
96
To install Crystal Reports:
1. When the Crystal Reports installation wizard appears, click Next to begin the installation.
Otherwise, click Cancel.
When the installation is complete, the InstallShield Wizard Completed form appears.
2. Click Finish to exit the wizard.
97
Follow this procedure if you are installing the TriGeo Reports Console. Normally, this
installation occurs automatically. However, if the Locate the TriGeo Reports installer form
appears, you must locate the appropriate setup file before you can proceed.
To locate the setup file:
1. On the Locate the TriGeo Reports installer form, click Choose.
2. Browse to this folder on the TriGeo CD–ROM: Extras\reports_installer.
3. Double-click the file called setup.exe.
The file path and file name should appear in the form’s Please Choose a File box.
4. Click Next to begin the installation.
The TriGeo Reports InstallShield Wizard appears.
98
To install the TriGeo Reports Console:
1. When the TriGeo Reports wizard’s Introduction form appears, click Next to begin the
installation. Otherwise, click Cancel.
The TriGeo Reports License Agreement appears.
2. Read the License Agreement. After you have carefully read and understood the license
agreement, click to select the statement, I accept the terms of the License Agreement.
99
Agreement.
The Customer Information form appears. By default, it displays information about the user
who is currently logged on.
4. In the User Name box, type your name or the name of the person who will be using this
computer, if it is different from the default shown.
5. In the Organization box, type the name of your company, if it is different from the default
shown.
6. Select one of the following options:
• Select Anyone who uses this computer (all users) to allow all users to access to the
TriGeo Reports Console.
• Select Only for me to limit access to the Reports Console to only yourself.
100
The Installing TriGeo Reports form appears. It displays the progress of the installation,
which can take several minutes.
The installation procedure for the Reports Console is now complete!
Note: To upgrade TriGeo Reports, simply run this Installer again. The Installer
will preserve your previous settings and accept any new changes.
When the installation is complete, the InstallShield Wizard Completed form appears.
8. Click Finish to exit the wizard.
101
Finding the License File
The installer will attempt to
find your license
automatically. If it cannot
find find your license, then
the Choose a folder that
contains conLicense.xml
form will appear, as shown
below. Use this form to
locate your TriGeo license.
1. In the Please Choose a
Folder box, type the
path to the folder that
contains the
conLicense.xml file.
Or, use the Choose
button to browse to the
folder.
The file is usually located in the TriGeo CD-ROM’s License folder.
The installer will search the folder you selected for the license file. If the installer cannot
find the license file, then the following Choose form appears.
3. Do one of the
following:
• Click Choose to
browse to the folder
that contains the
TriGeo license.
• Click Restore
Default File to
change the
File/Folder path
back to the one
shown when the
Choose form first
opened.
102
Completing the installation
When the installation is complete, the Install Complete form appears.
• Click Next to continue.
Starting the TriGeo Console
The final installer form appears. Use this form to state whether or not you want to open the
TriGeo Console upon finishing this installation.
1. To open the TriGeo Console upon exiting the installer, keep the Would you like to start the
TriGeo Console now? check box selected. Otherwise, clear the check box.
103
The installation procedure for the TriGeo Console is now complete!
Note: To upgrade the TriGeo Console, simply run this Installer again. The
Installer will preserve your previous settings and accept any new changes.
104
Index
A
P
Adobe AIR...................................................... 23–26
Agents
installing .................................................... 41–69
removing.................................................... 72–82
package contents ..................................................... 7
R
reports
removing TriGeo Reports.......................... 82–83
C
Crystal Reports Runtime........................................ 31
installing .................................................... 31–35
S
Supported Operating Systems .................................. 8
system requirements ................................................ 8
Agents................................................................ 8
hardware ............................................................ 9
operating systems .............................................. 8
recommended hardware..................................... 9
TriGeo Console ................................................. 8
I
InDepth appliance............................................ 17–19
before powering up.......................................... 18
configuring ...................................................... 19
installation procedure ...................................... 18
introduction...................................................... 17
licensing........................................................... 19
installation....................................................... 11–69
Adobe AIR................................................. 23–26
Agents........................................................ 41–69
Crystal Reports Runtime ........................... 31–35
InDepth appliance...................................... 17–19
operating systems (Agents) ............................. 41
options for Agents ........................................... 42
remote Agent ............................................. 55–69
single Agent............................................... 43–54
TriGeo Console ......................................... 27–30
TriGeo Console (legacy) ........................... 85–94
TriGeo Reports Console ............................ 36–40
TriGeo Reports Console (legacy) ............ 95–101
TriGeo SIM appliance ............................... 11–14
T
technical support ................................................... 10
TriGeo Console
installing .................................................... 27–30
removing.................................................... 71–72
TriGeo Reports Console ........................................ 31
installing .................................................... 36–40
TriGeo Reports Console (legacy)................... 95–101
TriGeo SIM appliance ..................................... 11–14
about .................................................................. 7
before powering up.......................................... 14
configuring ...................................................... 14
installation procedure ...................................... 13
installation sequence........................................ 13
introduction...................................................... 11
licensing........................................................... 15
105
TriGeo Reports .......................................... 82–83
USB-Defender
defined ............................................................. 49
installing .................................................... 49, 65
U
uninstalling
Agents........................................................ 72–82
TriGeo Console ......................................... 71–72
106

TriGeo SIM Installation Guide v.4.5

Transcription

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