Watchguard XCSv Installation guide

WatchGuard

XCSv

Setup Guide

All XCSv Editions

ii WatchGuard XCSv

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ABOUT WATCHGUARD

WatchGuard offers affordable, all-in-one network and content security solutions that

provide defense-in-depth and help meet regulatory compliance requirements. The

WatchGuard XTM line combines firewall, VPN, GAV, IPS, spam blocking and URL

filtering to protect your network from spam, viruses, malware, and intrusions. The new

XCS line offers email and web content security combined with data loss prevention.

WatchGuard extensible solutions scale to offer right-sized security ranging from small

businesses to enterprises with 10,000+ employees. WatchGuard builds simple, reliable,

and robust security appliances featuring fast implementation and comprehensive

management and reporting tools. Enterprises throughout the world rely on our

signature red boxes to maximize security without sacrificing efficiency and

productivity.

For more information, please call 206.613.6600 or visit www.watchguard.com

.

Copyright and Patent Information

WatchGuard, the WatchGuard logo, LiveSecurity, and any other mark listed as a trademark in the “Terms of Use” portion of

the WatchGuard Web site that is used herein are either registered trademarks or trademarks of WatchGuard Technologies,

Inc. and/or its subsidiaries in the United States and/or other countries. All other trademarks are the property of their

respective owners.

Printed in the United States of America.

Revised: October 15, 2013

Notice to Users

Information in this guide is subject to change without notice. Updates to this guide are posted at:

http://www.watchguard.com/help/documentation/

Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this guide may be

reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express

written permission of WatchGuard Technologies, Inc.

Complete copyright, trademark, patent, and licensing information can be

found in the WatchGuard product documentation. You can find this

document online at: 

http://www.watchguard.com/help/documentation/

Setup Guide 1

WatchGuard XCSv Setup

The WatchGuard® XCS is an easy-to-use, all-inclusive email and web appliance that provides security and

privacy of inbound and outbound traffic. The WatchGuard XCS provides content security that enables data

loss prevention, encryption, and content filtering with integrated threat prevention for viruses, spam,

spyware, phishing, and malware attacks, all in a secured appliance.

WatchGuard XCSv is a new email and web security solution that provides all the security features of our

WatchGuard XCS technology optimized for a VMware or Microsoft Hyper-V virtual machine environment. 

You can use the WatchGuard XCS Web UI to manage an XCSv device just as you manage any other

WatchGuard XCS device.

This guide introduces the WatchGuard XCSv and provides detailed information on how to configure your

virtual environment and install the XCSv software.

WatchGuard XCSv Documentation

You can use the online help manual for the majority of your documentation needs. To access the online help,

from the Web UI, select Support > Online Manual.

You can view and download the most current documentation for the WatchGuard XCS on the WatchGuard

Product Documentation page:

http://www.watchguard.com/help/documentation

2 WatchGuard XCSv

WatchGuard XCSv Setup

WatchGuard XCSv Licensing

XCSv devices are licensed in several editions that provide different levels of scalability and performance:

 Small Office Edition

 Medium Office Edition

 Large Office Edition

 Large Office XC Edition

When you activate your XCSv device, you receive a feature key that enables the WatchGuard XCS capabilities

for the XCSv edition you have licensed. You can upgrade from one XCSv edition to another.

Note

To activate your device in the Setup Wizard, you must have the device serial number (V2C9xxxxx-

xxxx). You cannot use the serial number V2C900000-DC79, which is the default serial number for an

new unactivated device.

For a full description of the features and capabilities of each XCSv edition, see the Products & Services section

of the WatchGuard web site at www.watchguard.com.

Get a Feature Key from LiveSecurity

A feature key is a license that enables you to activate your purchased feature set on your WatchGuard XCSv.

You must register the device serial number on the WatchGuard LiveSecurity web site and retrieve your feature

key before adding it to the WatchGuard XCSv.

To retrieve a feature key from the LiveSecurity web site:

1. Open a web browser and go to: https://www.watchguard.com/activate.

2. If you have not already logged in to LiveSecurity, the LiveSecurity Log In page appears.

You can create an account if this is your first time logging in.

3. Enter your LiveSecurity user name and password.

4. The Activate Products page appears.

5. Enter the serial number for the product, including the hyphens. For example, V2C9xxxxx-xxxx.

6. Click Continue.

7. Follow the prompts to activate your device.

8. Copy the feature key to a text file and save it on your computer.

9. Click Finish.

Setup Guide 3

WatchGuard XCSv Setup

Installation Prerequisites

These sections describe the installation prerequisites for XCSv on VMware and Microsoft Hyper-V.

VMware

You must install the XCSv virtual device in a VMware environment that meets these requirements.

VMware

 To install an XCSv virtual device, you must have a VMware vSphere Hypervisor/ESXi v4.1 Update 2 (or

later version) host installed on any supported server hardware.

Note

Make sure your VMware vSphere/ESXi software is updated to the latest patch level.

 You must also install the VMware vSphere Client on a supported Windows computer to manage the

virtual machines on your VMware host.

 VMware Tools is installed by default with the XCSv virtual device. VMware Tools is a suite of utilities that

enhances and improves the performance and management of the virtual machine, and includes the

ability to cleanly power off or reset the guest operating system software from the host system.

Hardware

 The hardware requirements for XCSv are the same as the hardware requirements for VMware vSphere

Hypervisor/ESXi. For information about VMware hardware compatibility, see the VMware

Compatibility Guide at: http://www.vmware.com/resources/compatibility/search.php

 WatchGuard XCSv requires that your host hardware supports Intel Virtualization Technology (Intel VT)

or AMD Virtualization (AMD-V) and has these options enabled in the host system BIOS.

 For more information about Intel VT compatibility, see the Intel Virtualization Technology List at:

http://ark.intel.com/VTList.aspx

 AMD-V is supported in all K8 AMD (Athlon 64) processors from revision F, and all newer processors

support AMD-V technology.

Features Not Supported

These features are not supported for use with WatchGuard XCSv on VMware:

 Network storage disks for the virtual host are not supported.

 XCSv does not support vMotion for virtual device migration between VMware hosts.

 XCSv console options:

 Serial console — This feature is redundant with the physical host system serial console.

 UPS configuration — UPS communications must be configured on the physical host system.

4 WatchGuard XCSv

WatchGuard XCSv Setup

Microsoft Hyper-V

You must install the XCSv virtual device in a Hyper-V environment that meets these requirements.

Hyper-V

 Hyper-V role on Windows Server 2008 R2 or Windows Server 2012, or stand-alone version of Hyper-V

Server 2008 R2 or Hyper-V Server 2012.

 Make sure your Windows Server or Hyper-V Server software is updated to the latest patch level.

 You can use the Hyper-V Manager on Windows Server 2012 to deploy, configure , and provision the

XCSv virtual machine in the Hyper-V environment. You can also use System Center Virtual Machine

Manager (VMM) interface, or a Hyper-V role on a client computer instead of Hyper-V Manager.

Hardware

 The hardware requirements for XCSv are the same as the hardware requirements for Hyper-V on

Windows Server 2008 R2 or Windows Server 2012.

Network

 You can configure a maximum of 8 interfaces.

Features Not Supported

These features are not supported for use with WatchGuard XCSv on Hyper-V:

 XCSv does not support the dynamic memory setting on Hyper-V.

 The Data Exchange and Volume Backup features are not supported.

 Time synchronization is not supported. We recommend you use an NTP server in the XCSv network

configuration.

 XCSv console options:

 Serial console — This feature is redundant with the physical host system serial console.

 UPS configuration — UPS communications must be configured on the physical host system.

Setup Guide 5

WatchGuard XCSv Setup

Recommended Resource Allocation

WatchGuard XCSv performance is heavily dependent on CPU, memory, and disk resources. Resources are

shared between all virtual machines on a virtual host, and you must make sure that enough resources are

available to the XCSv virtual machine. To enable all functionality and provide optimal performance for your

XCSv edition, you must allocate these resources to the XCSv virtual machine:

For information about how to add resources for a VMware virtual machine, see “VMware Virtual Machine

Resource Allocation” on page 12.

For information on monitoring VMware resource usage, see “Resource Monitoring on VMware” on page 43.

For information about how to add resources for a Hyper-V virtual machine, see “Hyper-V Virtual Machine

Resource Allocation” on page 20.

For information on monitoring Hyper-V resource usage, see “Resource Monitoring on Hyper-V” on page 45.

Small Office

Edition

Medium Office

Edition

Large Office

Edition

Large Office XC

Edition

Virtual CPUs 1 2 4 8

Memory 2 GB 2 GB 4 GB 8 GB

Network

Adapters

2 3 4 4

OS Disk space

(Fixed)

24 GB 24 GB 24 GB 24 GB

Data Disk

Space

40 GB 80 GB 160 GB 256 GB

6 WatchGuard XCSv

WatchGuard XCSv Setup

Deployment

The WatchGuard XCSv is designed to be situated between internal email servers and clients, and external

servers on the Internet so that there are no direct connections between external and internal systems.

The WatchGuard XCSv is typically installed in one of these locations:

 On the DMZ (Demilitarized Zone) of a network firewall

 Behind the existing firewall on the internal network

 In parallel with a network firewall

Messaging traffic is redirected from either the external interface of the network firewall or from the external

router to the WatchGuard XCSv. When the WatchGuard XCSv accepts and processes a message, the device

initiates a connection to the internal mail servers to deliver the messages.

WatchGuard XCSv deployed on the DMZ of the network firewall

The secure architecture of the hardware appliance-based WatchGuard XCS eliminates the risk associated with

deploying a physical appliance on the perimeter of a network. Because the WatchGuard XCSv is installed as a

virtual machine on a host where the host operating system can be vulnerable to security issues, we

recommend you install the virtual host and XCSv virtual machine on the DMZ of your network firewall or

behind your network firewall for greater security.

See the WatchGuard XCS User Guide for detailed information on the advantages and disadvantages of each

type of deployment.

Cluster Support

Clustering provides a scalable, redundant messaging security infrastructure that enables two or more XCSv

devices to act as a single logical unit for processing messages for redundancy and high availability benefits.

You can use multiple instances of XCSv in a cluster.

To provide proper hardware redundancy, we recommend you run clustered XCSv devices on separate virtual

host systems. If you run multiple XCSv devices on the same virtual host hardware, you can provide software

redundancy in the event a specific XCSv device is unavailable, but this does not provide redundancy if the

virtual host hardware or software fails.

For more information on configuring XCSv clustering with a virtual host, see “Cluster Configuration” on

page 36.

Setup Guide 7

WatchGuard XCSv Setup

VMware Installation

Before You Begin

To prepare for your installation, make sure you have these items:

 VMware vSphere Hypervisor/ESXi 4.1 Update 2 (or later version) host installed on a supported server

platform.

 VMware vSphere 4.1 (or later version) client installed on a Windows computer

 WatchGuard XCSv device serial number

You receive the serial number when you purchase the XCSv virtual device.

 Your WatchGuard XCSv feature key

You receive the feature key when you activate your device on the LiveSecurity web site.

 WatchGuard XCSv OVF template

The file name is xcsv-<version>.ova, where <version> is the XCS version.

Download the XCSv OVF template file from the Articles and Software section of the WatchGuard Portal at

www.watchguard.com.

Installation Overview

To complete initial installation you must perform these procedures described in the subsequent sections:

1. In the VMware vSphere client, deploy the XCSv OVF template file to the VMware host.

2. Perform any resource allocation (CPU, memory, disk, network) modifications on the VMware host

based on your XCSv edition.

3. Power on the XCSv virtual device.

4. Connect to the XCSv device to run the Setup Wizard.

Network Considerations

When you deploy the XCSv OVF template to the VMware virtual device, it is initially configured for the Medium

Office Edition with three active interfaces. You must map each of these interfaces to a physical destination

network on your VMware host. After you configure the XCSv device, you can enable and configure additional

XCSv device interfaces or remove interfaces if you need fewer interfaces. The maximum number of interfaces

you can enable in VMware is 10. For information about how to add resources to the device, see “VMware

Virtual Machine Resource Allocation” on page 12.

Time Synchronization Considerations

The WatchGuard XCSv OVF template automatically installs the VMware Tools utility software. VMware Tools is

a suite of utilities for managing your virtual device, and includes a time synchronization service that

synchronizes with the host system time. This service is disabled by default.

We recommend that you use the WatchGuard XCSv NTP settings to configure an NTP server, and keep the

VMware Tools time synchronization service disabled. These services must not be enabled and running at the

same time.

Note

The WatchGuard XCSv NTP settings must be configured if you are setting up an XCSv cluster.

8 WatchGuard XCSv

WatchGuard XCSv Setup

Installation

Perform the following steps to install WatchGuard XCSv on a VMware host

Install the VMware vSphere Client

To install the vSphere client:

1. Launch a web browser on your computer and type the IP address or host name of the VMware host

server as the URL in the location bar.

2. To download and install the vSphere Client, click Download vSphere Client.

Connect to the VMware Host

To connect to the VMware host:

1. Launch the VMware vSphere Client.

2. Type the IP address, User name, and Password for the VMware host, then click Login.

Setup Guide 9

WatchGuard XCSv Setup

Deploy the XCSv OVF File

To create the XCSv virtual device, you must deploy the XCSv OVF template in the vSphere client.

1. Launch the vSphere client and log in to the VMware host with administrator credentials.

2. In the vSphere client, select File > Deploy OVF Template.

3. Browse to the location where you saved the WatchGuard XCSv OVF template file, xcsv-<version>.ova.

Click Next.

The XCSv OVF Template Details page appears.

4. Click Next.

The End User License Agreement appears.

5. Review the End-User License Agreement. Click Accept. Click Next.

The Name and Location page appears.

6. In the Name text box, type a name for this virtual device.

10 WatchGuard XCSv

WatchGuard XCSv Setup

7. Select a resource pool within which to deploy this template. Click Next.

The Disk Format page appears.

8. Select the format to store the virtual disks. We recommend that you select Thick provisioned format

to allocate all storage immediately.

9. Click Next.

The Network Mapping page appears.

Setup Guide 11

WatchGuard XCSv Setup

10. In the Destination Networks column, select the networks to map to each network interface.

11. Click Next.

The Ready to Complete page appears.

12. Review the settings. Click Back to change any settings, if necessary.

13. Click Finish to deploy the template. 

The virtual appliance is deployed. This can take a few minutes.

The deployed virtual device appears in the vSphere Inventory in the selected resource pool.

12 WatchGuard XCSv

WatchGuard XCSv Setup

VMware Virtual Machine Resource Allocation

The default WatchGuard XCSv OVF template installation is configured for a “Medium Office Edition” resource

environment with two virtual CPUs, 2 GB memory, three network adapters, and 80 GB data disk space.

If your feature key is for a different edition, such as Small or Large edition, you must modify your VMware host

resources for virtual processors, memory, and disk space to properly support your licensed software edition.

For information on recommended resource settings for each XCSv edition, see “Recommended Resource

Allocation” on page 5.

Configure Virtual CPUs

By default, the XCSv virtual machine is allocated two virtual CPUs. For optimal performance, configure the

virtual machine to use the recommended number of CPUs for your XCSv edition.

To configure CPU resources:

1. Launch the vSphere client and log in to the VMware host with administrator credentials.

2. Make sure your XCSv virtual machine is powered off.

3. In the vSphere inventory tree, right click the XCSv virtual machine.

4. Select Edit Settings.

5. In the Hardware list, select CPUs.

6. From the Number of virtual sockets drop-down list, select the number of virtual processors

recommended for your XCSv edition.

7. Click OK.

Configure Memory Resources

By default the XCSv virtual machine is allocated 2 GB of memory. For optimal performance, configure the

virtual machine to use the recommended amount of memory for your XCSv edition.

To configure memory resources:

1. Launch the vSphere client and log in to the VMware host with administrator credentials.

2. Make sure your XCSv virtual machine is powered off.

3. In the vSphere inventory tree, right click the XCSv virtual machine.

4. Select Edit Settings.

5. In the Hardware list, select Memory.

6. In the Memory Size text box, type or select the memory size recommended for your XCSv edition.

7. Click OK.

Configure Hard Disk Resources

By default the XCSv virtual device is allocated two hard drives, a primary fixed OS system disk (Hard Disk 1, 24

GB), and a data disk for messages, logs, reports, and any other data (Hard Disk 2, 80 GB for default XCSv

Medium Edition).

For optimal disk space allocation, configure the virtual machine to use the recommended amount of disk

space for your specific XCSv edition and allow for any requirements for additional data disk space for logs and

reports.

Caution

Do not modify the Hard Disk 1. This disk is a fixed size and contains the OS for the XCSv.

Setup Guide 13

WatchGuard XCSv Setup

To increase the size of the Hard Disk 2 data disk for other XCSv editions (160 GB Large and 256 GB Large XC):

1. Launch the vSphere client and log in to the VMware host with administrator credentials.

2. Make sure your XCSv virtual machine is powered off.

3. In the vSphere inventory tree, right click the XCSv virtual machine.

4. Select Edit Settings.

5. In the Hardware list, select Hard disk 2.

6. In the Disk Provisioning section, modify the Provisioned Size setting to the required value (160 GB

Large or 256 GB Large XC).

7. Click OK.

To decrease the size of the Hard Disk 2 data disk for the XCSv Small Edition, you must remove Hard Disk 2 and

add a new hard disk with a recommended size of 40 GB.

1. Launch the vSphere client and log in to the VMware host with administrator credentials.

2. Make sure your XCSv virtual machine is powered off.

3. In the vSphere inventory tree, right click the XCSv virtual machine.

4. Select Edit Settings.

5. In the Hardware list, select Hard disk 2.

6. Click Remove.

7. Select Remove from virtual machine and delete files from disk.

8. Click OK.

9. Right click the virtual machine, select Edit Settings.

10. Click Add.

11. Select Hard Disk and click Next.

12. Select Create a new virtual disk and click Next.

13. Set the Disk Size to 40 GB.

14. In the Disk Provisioning section, select Thick Provisioned Lazy Zeroed.

15. Select Store with the virtual machine and click Next.

16. In the Advanced Options, leave the default settings and click Next.

17. Click Finish.

18. Click OK.

Add Network Adapters

When you deployed the XCSv OVF template, you selected networks to map to the XCSv device interfaces that

are active by default. To enable other interfaces, you must add network adapters to the XCSv device.

To add a network adapter:

1. Launch the vSphere client and log in to the VMware host with administrator credentials.

2. Make sure your XCSv virtual machine is powered off.

3. In the vSphere inventory tree, right click the XCSv virtual machine.

4. Select Edit Settings.

5. In the Hardware tab, click Add.

6. Select Ethernet Adapter as the type of device you want to add. Click Next.

7. From the Type drop-down list, select the type of virtual network adapter to use. The recommended

type, E1000, is selected by default.

8. From the Network label drop-down list, select the name of the virtual network to add.

9. Click Next.

14 WatchGuard XCSv

WatchGuard XCSv Setup

10. Review the selected options. Click Finish.

Repeat these steps for each network adapter you want to add.

When you power on the XCSv device the additional network adapter is connected.

Start your XCSv Virtual Device

1. In the vSphere Client Inventory tree, select the virtual device.

2. Click the Summary tab.

3. In the Commands section, select Power on.

The WatchGuard XCSv virtual device is powered on with factory default settings.

4. Click the Console tab to view the installation process.

Note

The WatchGuard XCSv performs an automatic installation. Do not interrupt the installation process.

Setup Guide 15

WatchGuard XCSv Setup

Microsoft Hyper-V Installation

Before You Begin

To prepare for your installation, make sure you have these items:

 Hyper-V role on Windows Server 2008 R2 or Windows Server 2012, or stand-alone version of Hyper-V

Server 2008 R2 or Hyper-V Server 2012.

 WatchGuard XCSv device serial number

You receive the serial number when you purchase the XCSv virtual device.

 Your WatchGuard XCSv feature key

You receive the feature key when you activate your device on the LiveSecurity web site.

 WatchGuard XCSv Hyper-V package

The file name is XCSv-<version>-HyperV.zip where <version> is the XCS version. The file contains a EULA, a

README file, and two virtual hard disk (.vhd) files, xcs-1.vhd (system) and xcs-2.vhd (data).

Download the XCSv Hyper-V package from the Articles and Software section of the WatchGuard Portal at

www.watchguard.com.

Installation Overview

To complete initial installation you must perform these procedures described in the subsequent sections:

1. In Hyper-V, create your virtual machine for the XCSv software.

2. Perform any resource allocation (Processors, memory, disk, network) modifications on the Hyper-V

host based on your XCSv edition.

3. Power on the XCSv virtual machine.

4. Connect to the XCSv virtual machine to run the Setup Wizard.

Network Considerations

When you deploy the XCSv software to the Hyper-V virtual device, it is initially configured with a single

network interface. You must add a network adapter for each XCSv network interface you require.

You must map each of these interfaces to a physical destination network on your Hyper-V virtual host. 

After you configure the XCSv device, you can enable and configure additional XCSv device interfaces or

remove interfaces if you need fewer interfaces. The maximum number of interfaces you can enable in Hyper-

V is 8.

Time Synchronization Considerations

The use of the Hyper-V Time synchronization feature is not supported. We recommend you use an NTP server

in the XCSv network configuration. WatchGuard XCSv NTP settings must be configured if you are setting up

an XCSv cluster.

16 WatchGuard XCSv

WatchGuard XCSv Setup

Installation

Perform the following steps to install WatchGuard XCSv on a Hyper-V host.

Create the XCSv Virtual Machine

To create the XCSv virtual machine on the Hyper-V host:

1. Extract the contents of the Hyper-V zip file to a suitable location on your Hyper-V host where your

virtual hard disks are stored.

2. In Hyper-V Manager, select Action > New > Virtual Machine.

3. Type a Name for your virtual machine and specify a Location.

You can use the default location, or select a new location for the virtual machine on your Hyper-V host.

Setup Guide 17

WatchGuard XCSv Setup

4. Specify the amount of Startup memory to assign to the virtual machine.

This value must be a minimum of 2GB (2000 MB) and depends on which XCSv edition you want to

install and your available resources. (Small - 2GB, Medium - 2GB, Large - 4GB, Large XC - 8GB).

Caution

Do not enable the Use Dynamic Memory for this virtual machine option. This option is not

supported for XCSv.

18 WatchGuard XCSv

WatchGuard XCSv Setup

5. From the Connection drop-down list, select “Not Connected”.

Later in the installation you will configure virtual network adapters and map them to the network

interfaces on your Hyper-V host.

6. Select the Use an existing virtual hard disk option.

Click Browse, then select the location of the xcs-1.vhd file.

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Watchguard XCSv Installation guide

Watchguard XCSv Installation guide

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