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HereareMcAfeerecommendationsforinstallinganewMcAfeeePolicyOrchestrator(McAfeeePO)serverorupgradinganexistinginstance.ThefirststepistodownloadandrunthelatestPre-InstallationAuditor(PIA).IfthePIAtoolfindsanyissues,itwillguideyoutotherelevanttechnicalarticles.
NOTE:Tomanuallyperformthesechecks,orifyourcompanypolicywillnotallowyoutorunthePIAtool,completetheMcAfeeePOinstallationandpatchupgradechecklist(registrationrequired).
InadditiontorunningthePIAtool,reviewtheseitemspriortoattemptingaMcAfeeePOupgrade:
IfthisisanewMcAfeeePOserverinstallation,confirmallrequiredportsforMcAfeeePOcommunicationareopen.SeeKB66797foracompletelistofportsneededforcommunicationthroughafirewall.
SupplementalDocumentation:
Aftertheupgradecompletes,it’sagoodideatodoaquickhealthcheckontheMcAfeeePOserverbyconfirmingthefollowing:
IfyouhaveupgradedtoMcAfeeePO5.9.Xorlaterfromversion5.3.3orearlier,youneedtomigratecertificatesfromSHA-1toSHA-2.SeeKB87017fordetails.
NOTE:IfyouhaveupgradedtoMcAfeeePO5.9.1only,youneedtoapplyMcAfeeePO5.9.1Hotfix1226775beforemigratingyourcertificates.SeeKB90182fordetails.
Ifyourupgradewasunsuccessful,itshouldrollbackandleaveMcAfeeePOinafunctionalstate.Iftherollbackalsofails,youmayneedtoperformadisasterrecoveryonyourMcAfeeePOserver.
NOTE:Knownissue:DisasterRecoverySnapshottaskfailsonaclusteredMcAfeeePO
IfyourePOUpgradefails,performthefollowingstepspriortologgingaServiceRequestwithMcAfeeSupport:
Afteryouhavecollectedlogsandperformedadisasterrecovery,openaServiceRequestwithSupportusingtheMcAfeeServicePortal.
SystemTree
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OutlinedbelowaretheinitialstepstogetstartedmanagingMcAfeesoftwarewithMcAfeeePO.Youcancompletemostofthesetaskswithmultiplemethods.Themethodyouchooseforeachstepdependsonthesizeandmakeupofyourenvironment.AdditionaldetailsforcompletingthesestepscanbefoundinSettingupyourMcAfeeePOenvironment.
FromtheServerSettingssection,defineProxySettings,ifrequired,forMcAfeeePOtoreachexternalresources.Checkinlicensedproductsoftwarepackagesandmanagementextensions.Addsystemstothesystemtree.Configureandassignpointproductpolicies.DeployMcAfeeAgenttoyoursystemssotheyareunderMcAfeeePOmanagement.YoumustinstalltheMcAfeeAgentonasystembeforeyoucandeployothersoftware.Deploysoftwaretoyourmanagedsystems.Configureproductupdatetasksforyourmanagedsystems.
Themasterrepositorystorestheinstallers,updates,hotfixes,andcontentupdatesthatdeploytomanagedsystems.CheckinginsoftwaretothemasterrepositoryisnecessaryifyouplantouseMcAfeeePOtodeployproducts.Themasterrepositoryisdividedintothreeseparatebranches:Current,Evaluation,andPrevious.Theintentionofthebranchesistoaidwithproductlifecyclemanagement.
EachpointproductyouplantomanagewithMcAfeeePOalsoincludesoneormoremanagementextensions.Theextensionsaddcontrolsforthatpointproduct,suchaspoliciesandclienttasks.
NOTE:Ifamanagementextensionisremoved,thecorrespondingpoliciesandtasksyoucreatedforthatproductarealsoremoved.TheoptionalserversettingPolicyandTaskRetentioncanbeenabledtosavepoliciesandclienttaskdataifyouremovetheextension.
BuildingtheSystemTreeinvolvestwomainobjectives:
1.Creatingandorganizinggroupsandsub-groups
2.Addingsystems
Aspartoftheplanningprocess,considerthebestwaytoorganizesystemsintogroupsbeforebuildingtheSystemTree.Groupingsystemswithsimilarpropertiesorrequirementsintotheseunitsallowsyoutomanagepoliciesandtasksforsystemsinoneplace,ratherthansettingpoliciesforeachsystemindividually.ForadditionalguidancereviewConsiderationsforPlanningYourSystemTree.
TherearemanymethodstopopulatetheSystemTree.Foracompleteunderstandingoftheoptions,reviewthePopulatingSystemTreeGroupssectionsoftheMcAfeeePOProductGuide.
TheLostandFoundGroup:

Thisgroupcannotbedeletedorrenamed.Thesortingcriteriacannotbechangedfrombeingacatchallgroup,althoughyoucanprovidesortingcriteriaforanysubgroupscreatedinit.WhenasystemissortedintoLostandFound,itisplacedinasubgroupnamedforthesystem’sdomain.Ifnosuchgroupexists,oneiscreated.
Whenaproductmanagementextensionischeckedin,thepolicycatalogisupdatedwiththepoliciesforthecorrespondingpointproduct.Aread-onlyversionnamed“McAfeeDefault”ofeachpolicyisaddedwithaneditablecopyofthepolicynamed“MyDefault.”
Beforedeployingtheproducttoanysystems,youshouldreviewthesettingsdefinedwiththepolicytoensuretheyareappropriateforyoursystemsandmakechangesorcreatecustompoliciesasneeded.ReviewtheProductGuideforcorrespondingproductinformationaboutthepolicysettingsyouareworkingwith.
Whenapolicyhasbeencreated,itcanbeassignedtoanygroup,subgroup,orindividualnodeintheSystemTree.AllchildsubgroupsintheSystemTreehierarchyinheritpoliciessetattheirparentgroups.Theseinheritancerulessimplifypolicyandtaskadministration.FordetailsreviewtheEnforcingPoliciessectionoftheProductGuide.
SystemswithaMcAfeeAgentinstalledthatreporttoMcAfeeePOarereferredtoas“ManagedSystems.”WhentheMcAfeeAgentisinstalledonaclient,theagentautomaticallyinitiatescommunicationtoMcAfeeePOshortlyaftertheagentservicesstart.Duringtheagent-servercommunicationinterval,systempropertiesandproducteventsarecollectedandsenttoMcAfeeePO.Thelistofassignedclienttasksisthendownloadedandaddedtotheagentscheduler,andassignedpoliciesareenforced.Thisprocessisrepeatedateveryagent-servercommunicationinterval(ASCI).
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