05 January 2020

ENDPOINT SECURITY

R80.30

Administration Guide
Protected
CHAPTE R 1

2020 Check Point Software Technologies Ltd.

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Important Information
Latest Software
We recommend that you install the most recent software release to stay up-to-date
with the latest functional improvements, stability fixes, security enhancements and
protection against new and evolving attacks.

Certifications
For third party independent certification of Check Point products, see the Check Point
Certifications page
[Link]

Check Point R80.30

For more about this release, see the R80.30 home page
[Link]

Supported Endpoint Security Client Versions

This guide applies to client versions E80.64 Windows and higher, E80.64 Mac, and
E80.89 Mac. See the Detailed Server Releases Information in the Endpoint Security
home page [Link]

Latest Version of this Document

Open the latest version of this document in a Web browser
[Link]
pointSecurity_AdminGuide/html_frameset.htm.

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R80.30 Administration Guide.

Revision History
Date Description
27 Feb 2020 Changed [Link] to [Link] and higher, where appropriate.
Added a link with instructions for resetting a computer to Uninstalling
the Client on Mac (on page 65)
12 November 2019 Added a Best Practice to change the default client uninstall password (on
page 226)
Date Description
22 July 2019 • Updated licensing information: Endpoint Security Product Licenses
(on page 22).
• Updated the list of Endpoint Security Client packages (on page 60)
• Removed references to non-supported MAC clients (on page 64).
• Removed the reference to non-supported client versions from the
instructions for Upgrading Endpoint Security Clients (on page 65).
• Updated the Log Upload settings (on page 226) and default values
• Improved formatting and document layout
2 July 2019 • Only one Secondary Endpoint Security Management Server is
supported (on page 17)
• Log uploads from client to server are over HTTPS (on page 19).
• Improved Active Directory Authentication (on page 100) chapter, with
a new section: Configuring strong Active Directory authentication with
alternative domain names (on page 104)
• Improved formatting and document layout
12 May 2019 First release of this document.
Contents
Important Information................................................................................................... 3
Introduction to Endpoint Security................................................................................ 13
Managing the Security of Users, Not Just Machines ............................................... 13
Organization-Centric model ..........................................................................................13
Policy-centric Model ......................................................................................................13
Endpoint Security Client for Windows ..................................................................... 14
Centralized Monitoring ........................................................................................... 15
Centralized Deployment.......................................................................................... 16
Endpoint Security Architecture ................................................................................... 17
Elements of the Endpoint Security Architecture ..................................................... 17
Endpoint Security Server and Client Communication ............................................. 19
SmartEndpoint Console and Server to Server Communication......................................19
Client to Server Communication ....................................................................................19
Endpoint Security Licenses ......................................................................................... 22
Endpoint Security Product Licenses ....................................................................... 22
Demo and Temporary Licenses............................................................................... 22
License Enforcement .............................................................................................. 22
Getting Licenses...................................................................................................... 23
Getting and Applying Contracts ............................................................................... 23
Configuring a Proxy for Internet Access ........................................................................24
License Status ......................................................................................................... 24
Using SmartEndpoint .................................................................................................. 26
Overview Tab ........................................................................................................... 26
Opening SmartEndpoint .......................................................................................... 27
Policy Tab ................................................................................................................ 27
Users and Computers Tab ....................................................................................... 27
Monitoring Endpoint Security Deployment and Policy ............................................ 28
Alerts.............................................................................................................................28
Push Operations ............................................................................................................30
Compliance....................................................................................................................32
Activity Reports .............................................................................................................33
Deployment ...................................................................................................................33
Full Disk Encryption ......................................................................................................34
User Authentication (OneCheck) ....................................................................................34
Media Encryption & Port Protection ..............................................................................35
Anti-Malware.................................................................................................................36
SandBlast Agent Anti-Bot ..............................................................................................36
Licenses Report.............................................................................................................36
Policy Reports ...............................................................................................................36
Deployment Tab ...................................................................................................... 38
Client logging .......................................................................................................... 38
Finding Components in SmartEndpoint .................................................................. 39
Show/Hide components .......................................................................................... 39
Users and Computers ................................................................................................. 40
Managing Users and Computers ............................................................................. 40
Using the Users and Computers Tab .............................................................................40
 Using the Object Details Window ...................................................................................40
Using the Users and Computers Tree ............................................................................41
Managing Users.............................................................................................................42
Managing OUs or Groups ...............................................................................................43
Managing Computers ....................................................................................................43
Editing Properties of Non-AD Objects ............................................................................45
Active Directory Scanner......................................................................................... 45
Configuring a Directory Scanner Instance .....................................................................46
The Organization Scanners Page ...................................................................................47
Directory Synchronization .............................................................................................47
Troubleshooting the Directory Scanner .........................................................................47
SSL Troubleshooting .....................................................................................................48
Configuring DNS for GSS Connections ...........................................................................48
Strengthening Active Directory Authentication to use LDAPS .......................................49
Endpoint Security Administrator Roles ................................................................... 50
Working with Virtual Groups ................................................................................... 51
Types of Virtual Groups .................................................................................................51
Managing Virtual Groups ...............................................................................................52
Adding Objects with an Installation Package .................................................................53
Monitoring Virtual Groups .............................................................................................53
Deploying Endpoint Security Clients ........................................................................... 54
Automatic Deployment Overview ............................................................................ 54
Getting the Initial Client Packages .................................................................................55
Deploying the Initial Client ............................................................................................55
Deploying the Endpoint Security Component Package with Deployment Rules .............56
Creating New Deployment Rules ...................................................................................56
Example Deployment Rules for Virtual Groups .............................................................57
Changing Existing Deployment Rules ............................................................................57
Installing Packages on Clients with Deployment ...........................................................58
Working with component Packages for Export ....................................................... 58
Defining the Default VPN Site ........................................................................................59
Exporting Packages .......................................................................................................59
Endpoint Security Client Packages ................................................................................60
Advanced Package Settings .................................................................................... 61
Defining a VPN Site ........................................................................................................61
Package Repository .......................................................................................................62
Configuring Software Signatures ..................................................................................62
Local Deployment Options ...................................................................................... 62
Installing the Client Using the CLI........................................................................... 63
Seeing the Deployment Status ................................................................................ 64
Deploying Mac Clients ............................................................................................. 64
Uninstalling the Client on Mac .......................................................................................65
Upgrading Endpoint Security Clients ...................................................................... 65
Upgrading with Deployment Rules ................................................................................66
Upgrading with an Exported Package ............................................................................66
Gradual Upgrade ...........................................................................................................67
Upgrading Legacy Clients ....................................................................................... 67
Offline Upgrades............................................................................................................67
Online Upgrades ............................................................................................................68
Upgrading Legacy Full Disk Encryption .........................................................................69
Troubleshooting the Installation ............................................................................. 70
Uninstalling the Client on Windows ........................................................................ 71
 Configuring Logging ................................................................................................ 72
Defining Endpoint Security Policies ............................................................................ 73
Policy Rule Base Concepts ...................................................................................... 73
Columns of a Policy Rule Base ......................................................................................74
The Policy Toolbar .........................................................................................................74
User and Computer Rules .............................................................................................74
Connected, Disconnected and Restricted Rules ............................................................75
Rule Types for Each Endpoint Security component........................................................75
Rule Entities ..................................................................................................................76
Protection for Servers ...................................................................................................77
Working With Rules................................................................................................. 78
Creating a Rule ..............................................................................................................78
The Order in Which the Client Applies the Rules ...........................................................78
Changing the Order in Which the Client Applies the Rules ............................................79
Editing a Rule ................................................................................................................80
Editing a Shared Action .................................................................................................80
What Happens when you Delete an Entity ......................................................................81
Saving and Installing Policy Changes on Clients ............................................................81
Showing the Policy that Applies to a User or Computer .................................................82
Direct Assignment of Rules to Users and Computers ....................................................82
Working with Virtual Groups ................................................................................... 84
Active Directory Groups and Virtual Groups ..................................................................84
Why Use Virtual Groups .................................................................................................84
Prerequisites for Using virtual groups ..........................................................................85
Predefined Virtual Groups .............................................................................................85
Managing Virtual Groups ...............................................................................................85
Using a Computer Group in a User-Based Policy ...........................................................86
Example Deployment Rules for Virtual Groups .............................................................87
Monitoring Virtual Groups .............................................................................................87
External Endpoint Policy Servers................................................................................ 89
Overview of Endpoint Policy Servers....................................................................... 89
Installing and Configuring an Endpoint Policy Server ............................................. 89
Configuring an Endpoint Policy Server ..........................................................................89
How do Endpoint Policy Servers Work? .................................................................. 90
Configuring Policy Server Settings ......................................................................... 91
Endpoint Policy Server Proximity Analysis ....................................................................91
Enabling the Management Server to be an Endpoint Policy Server ...............................92
Policy Server and Management Server Communication ................................................93
Configuring an Alert for a Non-Synchronized Policy Server ................................... 93
Monitoring Endpoint Policy Server Activity ............................................................. 94
Management High Availability ..................................................................................... 96
Overview of Management High Availability ............................................................. 96
Configuring a Secondary Server ............................................................................. 96
Synchronizing MSI Files and Drivers....................................................................... 97
Online Automatic Sync ............................................................................................ 98
Before Failover ....................................................................................................... 98
Database Migration in a High Availability Environment .......................................... 98
Updating the PAT Version on the Server ................................................................. 99
Deleting a Server .................................................................................................... 99
Active Directory Authentication................................................................................. 100
Endpoint Security Active Directory Authentication ............................................... 100
 Configuring Active Directory Authentication ......................................................... 101
Step 1 of 3: Configuring the Active Directory Server for Authentication ...................... 101
Step 2 of 3: Configuring Authentication Settings..........................................................102
Step 3 of 3: Save Changes ............................................................................................103
UPN Suffixes and Domain Names ......................................................................... 104
Configuring Alternative Domain Names................................................................ 104
Troubleshooting Authentication in Server Logs .................................................... 104
Troubleshooting Authentication in Client Logs ..................................................... 106
Backup and Restore .................................................................................................. 107
Overview of Backup and Restore........................................................................... 107
Prerequisites ........................................................................................................ 107
How to Back Up and Restore ................................................................................. 107
Updating the PAT Version on the Server after Restore ......................................... 108
Full Disk Encryption .................................................................................................. 110
Overview of Full Disk Encryption .......................................................................... 110
Configuring Full Disk Encryption Policy Rules ...................................................... 110
Disk Encryption ...........................................................................................................110
Authentication before Operating System (Pre-boot) ....................................................112
User Authorization before Encryption .........................................................................116
OneCheck Logon ..........................................................................................................118
Full Disk Encryption Installation and Deployment ................................................ 118
Client Requirements for Full Disk Encryption Deployment ......................................... 119
Completing Full Disk Encryption Deployment on a Client ............................................ 120
Stages of the Deployment Phase .................................................................................120
Primary Full Disk Encryption Components ..................................................................120
Full Disk Encryption Recovery .............................................................................. 121
Full Recovery with Recovery Media .............................................................................121
Using Drive Slaving Utility ...........................................................................................123
Dynamic Mount Utility..................................................................................................124
Upgrading Full Disk Encryption ............................................................................ 124
Full Disk Encryption Self-Help Portal ................................................................... 124
Activating the Self-Help Portal ....................................................................................125
Configuring the Self-Help Portal .................................................................................125
User Settings for the Self-Help Portal .........................................................................126
Monitoring the Self-Help Portal Policy ........................................................................126
Full Disk Encryption Troubleshooting ................................................................... 126
Using CPinfo ................................................................................................................126
Using CPinfoPreboot ...................................................................................................127
Pre-boot Issues ...........................................................................................................128
Full Disk Encryption Logs ............................................................................................129
Upgrade Issues ............................................................................................................129
Full Disk Encryption Deployment Phase ......................................................................129
OneCheck User Settings............................................................................................ 131
Overview of OneCheck User Settings .................................................................... 131
Configuring OneCheck User Settings Policy Rules ............................................... 131
Pre-boot Authentication Methods ................................................................................131
Password Complexity and Security..............................................................................134
Password Synchronization ..........................................................................................134
Account Lock ...............................................................................................................135
Logon Settings.............................................................................................................136
Remote Help Permissions ...........................................................................................137
 Managing Authorized Pre-boot Users and Nodes ........................................................137
Before You Configure Smart Card Authentication ................................................ 140
Smart Card Scenarios .................................................................................................140
Notes on Using Smart Cards........................................................................................142
Changing a User's Password ................................................................................ 142
Managing Dynamic Tokens.................................................................................... 142
Adding a Token ............................................................................................................142
Removing a Token. ......................................................................................................143
Importing Tokens ........................................................................................................143
Upgrading Legacy Token Users ...................................................................................143
Media Encryption & Port Protection .......................................................................... 145
Media Encryption & Port Protection Terminology................................................. 145
Overview of Media Encryption & Port Protection .................................................. 145
Working with Actions in a Rule ............................................................................. 146
Configuring the Read Action ........................................................................................146
Configuring a Write Action ...........................................................................................147
Configuring Peripheral Device Access .........................................................................150
Defining Exceptions for Devices ..................................................................................151
Advanced Actions ........................................................................................................154
Converting File Encryption Devices to Media Encryption ...................................... 165
Capsule Docs ............................................................................................................. 166
Overview of Capsule Docs ..................................................................................... 166
Prerequisites for Capsule Docs ............................................................................ 167
Configuring the Primary DNS server ...........................................................................168
Configuring the Directory Scanner ..............................................................................169
Preparing the Reverse Proxy .......................................................................................169
Configuring a Mail Server for Capsule Docs ................................................................171
Single Sign-on with Active Directory ...........................................................................172
Using Capsule Docs............................................................................................... 172
Configuring Capsule Docs Policy Rules ................................................................ 173
Organization Settings ..................................................................................................173
Active Classifications ...................................................................................................173
Email Domains for Sharing Documents .......................................................................174
Automatic Protection ...................................................................................................175
Initial Protection Configuration ...................................................................................175
Inviting Users ..............................................................................................................176
Client Access Settings .................................................................................................176
Single Sign-on with Active Directory ...........................................................................176
Working with External Users ................................................................................ 176
Troubleshooting Capsule Docs Reverse Proxy ..................................................... 177
Capsule Docs Recovery ......................................................................................... 178
Anti-Malware ............................................................................................................ 179
Prerequisites ........................................................................................................ 179
Configuring Anti-Malware Policy Rules ................................................................ 180
Scan All Files on Access ..............................................................................................180
Malware Signature Updates ........................................................................................181
Schedule of Malware Scans .........................................................................................181
Periodic Scan Options ..................................................................................................182
Malware Treatment .....................................................................................................183
Scan Optimization ........................................................................................................184
Submitting Malware and False Detections............................................................ 184
SandBlast Agent Anti-Ransomware, Behavioral Guard and Forensics..................... 186
Overview of Forensics and Anti-Ransomware ...................................................... 186
Anti-Ransomware Files ........................................................................................ 186
Configuring Forensics and Anti-Ransomware Policy Rules.................................. 187
Automatic Threat Analysis Settings .............................................................................187
Monitoring and Exclusions ..........................................................................................188
Disk Space for Forensics .............................................................................................189
Quarantine Settings and Attack Remediation ..............................................................189
File Quarantine Settings ..............................................................................................189
Anti-Ransomware Backup Settings .............................................................................190
Integration with Third Party Anti-Virus Vendors ................................................... 192
Manual Analysis with CLI ...................................................................................... 192
Manual Analysis with Push Operations ................................................................. 193
Forensics .............................................................................................................. 194
Opening Forensics Analysis Reports ...........................................................................195
SandBlast Agent Dynamic Updates ....................................................................... 195
SandBlast Agent Use Case .................................................................................... 195
Ransomware Use Case ......................................................................................... 196
Quarantine Management....................................................................................... 196
Using the Quarantine Manager for Administrators ......................................................197
SandBlast Agent Anti-Bot ......................................................................................... 198
The Need for Anti-Bot ........................................................................................... 198
The SandBlast Agent Anti-Bot Solution ................................................................ 199
Configuring Anti-Bot Policy Rules......................................................................... 199
Blades Activation .........................................................................................................199
Detection Exclusions ...................................................................................................200
Anti-Bot Protection Mode ............................................................................................200
SandBlast Agent Threat Extraction and Threat Emulation ....................................... 201
Overview of SandBlast Agent Threat Extraction and Threat Emulation ................ 201
Configuring Threat Extraction and Threat Emulation Rules ................................. 201
Web Download Protection ..................................................................................... 202
File System Emulation .......................................................................................... 203
SandBlast Environment Settings .......................................................................... 203
Exclusions and Inspection Settings ....................................................................... 204
Zero Phishing Settings .......................................................................................... 204
Firewall ..................................................................................................................... 206
Planning Firewall Policy ....................................................................................... 206
Inbound Traffic Rules ............................................................................................ 206
Outbound Traffic Rules ......................................................................................... 207
Creating Firewall Rules ........................................................................................ 207
Services and Network Objects .....................................................................................208
Disabling and Deleting Rules .......................................................................................209
Wireless Connection Settings ............................................................................... 209
Hotspot Settings .................................................................................................... 209
IPv6 Traffic ............................................................................................................ 209
Choosing a Firewall Policy to Enforce ................................................................... 209
Compliance ............................................................................................................... 211
Overview of Compliance ........................................................................................ 211
Planning for Compliance Rules ............................................................................. 211
Configuring Compliance Policy Rules ................................................................... 212
 Blades Running Action.................................................................................................212
VPN Client Verification Action......................................................................................212
Compliance Action Rules .............................................................................................213
Required Applications and Files ..................................................................................217
Prohibited Applications and Files ................................................................................217
Anti-Malware for Compliance ......................................................................................217
Monitoring Compliance States .............................................................................. 217
The Heartbeat Interval .......................................................................................... 218
Configuring the "About to be Restricted" State............................................................218
Application Control ................................................................................................... 220
Working with the Application Control Policy ......................................................... 220
Reputation Service ................................................................................................ 221
Using the Reputation Service with a Proxy ..................................................................221
Importing Program References ...................................................................................222
Client Settings ........................................................................................................... 225
Configuring Client Settings Policy Rules............................................................... 225
Client User Interface Settings ............................................................................... 225
Log Upload ............................................................................................................ 226
Installation and Upgrade Settings ......................................................................... 226
Users Disabling Network Protection..................................................................... 227
Sharing Data with Check Point .............................................................................. 228
Remote Access VPN .................................................................................................. 229
Access Zones............................................................................................................. 230
Trusted Zone ......................................................................................................... 230
Changing the Access Zones Policy ........................................................................ 231
Network Objects .................................................................................................... 232
Configuring a Host as a Network Object ......................................................................232
Configuring an Address Range as a Network Object ....................................................233
Configuring a Network as a Network Object ................................................................233
Configuring a Site as a Network Object........................................................................233
Configuring a Group as a Network Object ....................................................................233
Configuring a Site Group as a Network Object .............................................................234
Remote Help.............................................................................................................. 235
Overview of Remote Help ...................................................................................... 235
Web Remote Help.................................................................................................. 235
Turning on Web Remote Help on Endpoint Security Management Server ................... 236
Configuring the Length of the Remote Help Response ................................................236
Logging into Web Remote Help portal .........................................................................236
Configuring a Standalone Web Remote Help Server ....................................................237
Managing Web Remote Help Accounts ........................................................................237
Configuring SSL Support for AD Authentication ..........................................................239
Giving Remote Help to Full Disk Encryption Users ............................................... 240
Media Encryption & Port Protection Remote Help Workflow ................................ 241
Disabling Remote Help.......................................................................................... 242
User-Bound Remote Help ..................................................................................... 242
Offline Mode .............................................................................................................. 243
Creating Offline Administrators ............................................................................ 243
Configuring an Offline Group ................................................................................ 244
Configuring Policy for an Offline Group ................................................................ 245
Editing Pre-boot Users.......................................................................................... 246
Exporting Packages .............................................................................................. 247
Deploying Packages .............................................................................................. 248
Moving from Offline to Online Mode ...................................................................... 249
Endpoint Offline Management Tool ....................................................................... 249
Logging In to the Offline Tool .......................................................................................249
Password Assistance ...................................................................................................250
Disk Recovery ..............................................................................................................251
CHAPTE R 2

Introduction to Endpoint Security

In This Section:
Managing the Security of Users, Not Just Machines..................................................13
Endpoint Security Client for Windows .........................................................................14
Centralized Monitoring .................................................................................................15
Centralized Deployment ...............................................................................................16

Managing the Security of Users, Not Just Machines

One user may have multiple computers and some computers may have multiple users. Therefore,
the Security Policies for some components are enforced for each user, and some are enforced on
computers.

One user may have multiple computers: Some computers may have multiple users:

Organization-Centric model
You can import users and computers to the Endpoint Security Management Server, which uses
your organization's existing hierarchy to provide a graphical tree of endpoints computers. You
then define software deployment and security policies centrally for all nodes and entities, making
the assignments as global or as granular as you need.

Policy-centric Model
You can predefine security policies before setting up the organization. The Endpoint Security
Management server interface provides a granular view of all the Endpoint Security policies,
grouped by the components they configure.
You create and assign policies to the root node of the organizational tree as a property of each
Endpoint Security component. Policies can be deployed one by one or all together. Because
different groups, networks, OUs, computers, and users have different security needs, you can
configure different components accordingly.

Endpoint Security Administration Guide R80.30 | 13

 Introduction to Endpoint Security

Endpoint Security Client for Windows

You can define policies in SmartEndpoint for these Endpoint Security Windows client components:

Component Description
Compliance Allows you to enforce endpoint compliance on multiple checks before users
log into the network. You can check that the:
• appropriate endpoint security components are installed
• correct OS service pack are installed on the endpoint
• only approved applications are able to run on the endpoint
• appropriate anti-malware product and version is running on the endpoint.
Anti-Malware Protects clients from known and unknown viruses, worms, Trojan horses,
adware, and keystroke loggers.

Media Encryption Protects data stored on the computers by encrypting removable media
and Media devices and allowing tight control over computers' ports (USB, Bluetooth,
Encryption & Port and so on).
Protection

Firewall and Defines the topology of the organizational network, separating it into Trusted
Application and Internet domains.
Control Blocks or allows network traffic based on attributes of network connections.
Controls network access on a per-application basis, letting you restrict
application access by zone and direction.

Full Disk Combines Pre-boot protection, boot authentication, and strong encryption to
Encryption make sure that only authorized users are given access to information stored
on desktops and laptops.
Manages:
• How a Full Disk Encryption user logs in to the computer
• How failed logins are handled
• Password security
• Access to remote help
Remote Access Provide secure, seamless access to corporate networks remotely, over IPsec
VPN VPN.

Capsule Docs Provides security classifications and lets organizations protect and share
documents safely with various groups - internal and external.

Endpoint Security Administration Guide R80.30 | 14

 Introduction to Endpoint Security

Component Description
URL Filtering Lets organizations control access to web sites by category, user or group.

SandBlast Agent Detects bot-infected machines and blocks bot C&C communication to
Anti-Bot prevent bot damage. Provides detailed information about the device affected
by the bot activity, about the bot process itself, and other relevant
information.

SandBlast Agent Prevents ransomware attacks. Monitors files and the registry for suspicious
Anti-Ransomware processes and network activity. Analyzes incidents reported by other
, Behavioral Guard components.
and Forensics

SandBlast Agent Threat Extraction quickly delivers safe files while the original files are
Threat Extraction, inspected for potential threats.
Emulation and Threat Emulation sends files on the endpoint computer to a sandbox for
Anti-Exploit emulation to detect evasive zero-day attacks.

Centralized Monitoring
The Endpoint Security Management server provides reports for the whole system as well as
individual users and computers.
• General status reports can be viewed in the SmartEndpoint GUI client. You can monitor
Endpoint Security client connection status, compliance to security policy status, information
about security events, and more.

Endpoint Security Administration Guide R80.30 | 15

 Introduction to Endpoint Security

• Historical data for clients and servers can be viewed in the Logs tab of the SmartConsole
Logs & Monitor view.

Centralized Deployment
Deployment in the Endpoint Security Management server lets you control specific components and
Endpoint Security versions installed on the protected end-user computers.

Endpoint Security Administration Guide R80.30 | 16

CHAPTE R 3

Endpoint Security Architecture

In This Section:
Elements of the Endpoint Security Architecture ........................................................17
Endpoint Security Server and Client Communication ................................................19

Elements of the Endpoint Security Architecture

An Endpoint Security environment includes the SmartEndpoint console, Endpoint Security
Management Server, and Endpoint Security clients. It is integrated with the Check Point Security
Management and SmartConsole.

Endpoint Security Management Server

An Endpoint Security environment includes SmartEndpoint, Endpoint Security Management
Server, and Endpoint Security clients. It is integrated with the Check Point Security Management
and SmartConsole.

Item Description
Endpoint Security Administration Guide R80.30 | 17
 Endpoint Security Architecture

1 SmartEndpoint A Check Point SmartConsole application to deploy, monitor and configure

Endpoint Security clients and policies. Install on the Endpoint Security
Management Server or on a Windows computer that supports the client
installation.
2 Endpoint Includes the Endpoint Security policy management and databases.
Security Communicates with endpoint clients to update their components, policies
Management and protection data.
Server Note - When the term Endpoint Security Management Server is used, it
refers to all Endpoint Security Servers in the environment. This includes
Endpoint Security Management Servers and the (optional) Endpoint
Policy Servers.

3 Endpoint Holds policies that enforce security on endpoint clients, holds user and
Security computer objects, licensing, and Endpoint monitoring data.
Database Also contains the Directory Scanner, that gets the structure and contents
of the Active Directory Server for directory-based policy assignment.

4 Active The repository of the user information of the organization. (Not part of the
Directory Endpoint Security Management Server.)
Server

Endpoint Security Clients

Item Description
5 Endpoint Application installed on end-user computers to monitor security status
Security and enforce security policies.
Clients
6 Endpoint The components deployed on the endpoint client. You can install any or all
Security of these components from the Endpoint Security Management Server.
components

For Endpoint Security server and client requirements, see the release notes on the R80.30 home
page [Link]

Optional Endpoint Security Elements

To make sure that your Endpoint Security system runs efficiently and without unnecessary down
time, you can also include these optional elements in your system architecture:

Item Description
Endpoint Endpoint Policy Servers improve performance in large environments by
Policy Servers managing most communication with the Endpoint Security clients. Managing the
Endpoint Security client communication decreases the load on the Endpoint
Security Management Server, and reduces the bandwidth required between
sites. The Endpoint Policy Server handles heartbeat and synchronization
requests, Policy downloads, Anti-Malware updates, and Endpoint Security client
logs.

Endpoint Security Administration Guide R80.30 | 18

 Endpoint Security Architecture

Secondary One additional Endpoint Security Management Servers for High Availability. This
Endpoint makes sure that a backup server is available if the primary server is down.
Security
Management
Server

Endpoint Security Server and Client Communication

Endpoint Security functionality is based on secure communication between all Endpoint Security
servers and clients.
Endpoint Security operations are implemented by different services on the Endpoint Security
Management Server, Endpoint Policy Servers, SmartEndpoint console, and Endpoint Security
clients.

Important - Make sure that

• HTTP (TCP/80) and HTTPS (TCP/443) services and ports are allowed by Firewall or
Application Control rules.
• There is routing between the Endpoint Security elements.

SmartEndpoint Console and Server to Server Communication

Communication between these elements uses the Check Point Secure Internal Communication
(SIC) service. The elements authenticate each other using certificates. HTTPS (TCP/443) is used
for sending events, for SmartEvent Views and Reports, from the Endpoint Policy Server to Primary
Management.

Service Communication Notes

(Protocol/Port)
SIC (TCP/18190 - SmartEndpoint console to
18193) Endpoint Security Management
Servers
Endpoint Policy Server to Endpoint Policy Server distribute and
Endpoint Security Management reduce the load of client-server
Servers communication between the clients
and the Endpoint Security
Management Server.
SIC (TCP/18221) Endpoint Secondary to Primary
Management
HTTPS (TCP/443) Endpoint Policy Server to Primary Used for sending monitoring events.
Management

Client to Server Communication

These services are used by the client to communicate with the Endpoint Policy Server or the
Endpoint Security Management Server.
The client is always the initiator of the connections.

Endpoint Security Administration Guide R80.30 | 19

 Endpoint Security Architecture

Service Communication Notes

(Protocol/Port)
HTTPS Most communication is over HTTPS These are two examples:
(TCP/443) TLSv1.2 encryption. • Endpoint registration
• New file encryption key retrieval
• Policy downloads The policy files themselves are
encrypted with AES.
• Heartbeat A periodic client connection to the
server. The client uses this
connection to inform the server about
changes in the policy status and
compliance. You can configure the
Heartbeat Interval (on page 20).
• Application Control queries These are queries for the reputation
of unknown applications.
• Log uploads These connections send logs to the
server.
For more sensitive services, the payload These are the encrypted sensitive
is encrypted using a proprietary Check services:
Point protocol. • Full Disk Encryption Recovery Data
Upload
• Media Encryption & Port
Protection Key Exchange
• Full Disk Encryption User
Acquisition & User credentials.
HTTP (TCP/80) • Anti-Malware signature updates Verification is done by the engine
before loading the signatures, and
during the update process.
• Client package downloads The packages are signed and verified
on the client before being installed.
• Synchronization These connections send client policy
updates and send status, and module
updates to the server.
These HTTP messages are encrypted
using a proprietary Check Point
encryption protocol.

The Heartbeat Interval

Endpoint clients send "heartbeat" messages to the Endpoint Security Management Server to
check the connectivity status and report updates. The time between heartbeat messages is known
as the heartbeat interval.

Note - The default heartbeat interval is 60 seconds.

A shorter heartbeat interval can cause additional load on the management. A longer
heartbeat interval may lead to less up-to-date logs and reports.

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 Endpoint Security Architecture

The endpoint computer Compliance state is updated at each heartbeat. The heartbeat interval also
controls the time that an endpoint client is in the About to be restricted state before it is
restricted.
It is possible to create restricted policies that will automatically be enforced once the endpoint
client enters a restricted state

To configure the heartbeat interval and out-of-compliance settings:

1. Click Manage > Endpoint Connection Settings.
The Connection Settings Properties window opens.
2. In the Connection Settings section, set the Interval between client heartbeats.
3. In the Out-Of-Compliance section, configure when a client is restricted. Configure the number
of heartbeats in Client will restrict non compliant endpoint after. The default is 5 heartbeats.
4. Click OK.

SHA-256 Certificate Support

For R80 and higher clean installations, the management certificate is encrypted with SHA-256
encryption by default. In R77.x and lower environments, or upgrades from those versions,
SHA-256 is not supported for the Root CA. You can use SHA-256 for renewed certificates after the
previous certificate expires. See sk103840
[Link] for more information.

To configure a renewed certificate to use SHA-256:

On the Endpoint Security Management Server, run: cpca_client set_sign_hash sha256
After the management certificate expires, the renewed certificate will be signed with SHA-256
encryption.

TLSv1.2 Support
By default, the Endpoint Security servers in this release support TLSv1.2 and TLSv1 for
communication between clients and servers.

To configure servers to support TLSv1.2 only:

1. On each Endpoint Security server, open $UEPMDIR/apache/conf/[Link].
2. Run: cpstop
3. Change the attribute SSLProtocol +TLSv1 +TLSv1.2 to: SSLProtocol TLSv1.2
4. Save changes.
5. Run: cpstart

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CHAPTE R 4

Endpoint Security Licenses

In This Section:
Endpoint Security Product Licenses............................................................................22
Demo and Temporary Licenses ...................................................................................22
License Enforcement ...................................................................................................22
Getting Licenses ...........................................................................................................23
Getting and Applying Contracts ...................................................................................23
License Status ..............................................................................................................24

This chapter includes license information for Endpoint Security Servers and Clients. All Endpoint
Security licenses are physically installed on the Endpoint Security Management Server.

Endpoint Security Product Licenses

You need to have a license for:
• Every Endpoint Security client. The license is per-seat.
• The Endpoint Security Management Server.

Demo and Temporary Licenses

These demo and trial Endpoint Security licenses are available:

License type Explanation

Trial License A 30 day trial license is automatically installed when you install Endpoint
Security. This license lets you use all Endpoint Security components for a
limited number of endpoint client seats.
Evaluation An 30-day evaluation license is available for specified components for a
specified number of seats. You must deploy a management evaluation
license and an Endpoint Security client evaluation license.
Product You must purchase a Product license for each Endpoint Security
component running on a client. Licenses can be purchased as a
Subscription, a contract that is renewed annually, or a one-time purchase.

License Enforcement
License activity conforms to these conditions:
• You can add Endpoint Security licenses as required using one of these methods:
• SmartUpdate
• The Gaia Portal
• The cplic CLI command
• The cpconfig command for Windows platforms

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 Endpoint Security Licenses

• You can remove a client license by resetting the client or deleting the client using
SmartEndpoint. These licenses are returned to the license pool.
• Each client gets its Container and Endpoint Security component licenses from a pool of
available licenses.
• You can combine licenses to reach the total number of required clients.
• License validation occurs when the client sends a SYNC or heartbeat messages to the server.
• When there is no container license, components registration is blocked (R77 Management
only)

Getting Licenses
This procedure assumes that you have a user account for the Check Point User Center, and that
the necessary licenses and contracts are purchased.

To get the license for your Endpoint Security Management Server:

1. Log in to Check Point User Center [Link]
2. Click My Products > My Products Center.
The page shows the purchased licenses.
Endpoint Security licenses have these parts in the SKU:
• CPEP - Check Point Endpoint Security containers.
• CPSB - Check Point component. If the macro string includes the -SUBSCR suffix, you must
get and apply a contract for this feature (on page 23).
3. For each license:
a) Click the license to open it.
b) In the window that opens, click License.
4. Fill in the form that opens.
• Make sure that Version is R80 and above.
• Make sure that the IP Address is the IP address of the Endpoint Security Management
Server.
5. Click License.
A window opens, showing the license data.
6. Save the license file.
7. Add your licenses using one of these methods:
• SmartUpdate
• The Gaia Portal
• The cplic CLI command
• The cpconfig command for Windows platforms

Getting and Applying Contracts

If the license includes -SUBSCR, you must download the contract file and apply it to the server. If
the Endpoint Security Management Server has Internet access, it automatically renews contracts.
By default, the Endpoint Security Management Server looks for new contracts every two hours.

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 Endpoint Security Licenses

To change the default time interval:

1. Open this file:
$CPDIR/conf/downloads/dl_prof_CNTRCTMNGR.xml
2. Change the <interval> value as necessary.
3. Run cpstop and cpstart.

To apply a contract manually:

1. Log in to Check Point User Center [Link]
2. Click Products.
3. Select Get Contracts File in the drop-down menu at the right of the row.
4. In the window that opens, save the contract file and click Open.
5. Open SmartUpdate. (Start menu > Check Point > SmartUpdate)
6. Select License & Contracts > Updated Contracts > From File.
7. In the window that opens, browse to where you saved the contract file and click Open.
The contract is applied to the Endpoint Security Management Server.
If the Endpoint Security Management Server does not have access to the Internet, prepare the
contract file download from the User Center differently.

To download a contract to a different computer:

1. In the User Center, click Products > Additional Services.
2. Select the account of the contract.
3. Click Email File or Download Now.
4. When you have the contract file, move it to the Endpoint Security Management Server.

Configuring a Proxy for Internet Access

If the Endpoint Security Management Server requires a proxy to connect to the internet, configure
the proxy details in SmartConsole.

To configure a proxy for the Endpoint Security Management Server:

1. In SmartConsole, open the Endpoint Security Management Server object.
2. Select Network Management > Proxy.
3. Select Use custom proxy settings for this network object.
4. Select Use proxy server and enter the URL and port.
5. Click OK.
6. Install Database.

License Status
You can see the status of container and component licenses in Endpoint Security Management
Server on the Reporting tab > Licenses Report. This pane shows the total number of seats and
seats in use. If the number of seats exceeds the number of licenses, you must add the number of
licenses shown as Insufficient Seats.

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 Endpoint Security Licenses

The lower section of the report shows the details of each license including:
• License Name and status
• Endpoint Security components
• Seats in Use
• Total seats
• Percentage of total licenses in use
• Expiration date
• IP address of license host

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CHAPTE R 5

Using SmartEndpoint
In This Section:
Overview Tab .................................................................................................................26
Opening SmartEndpoint ...............................................................................................27
Policy Tab ......................................................................................................................27
Users and Computers Tab ...........................................................................................27
Monitoring Endpoint Security Deployment and Policy ...............................................28
Deployment Tab ............................................................................................................38
Client logging ................................................................................................................38
Finding Components in SmartEndpoint ......................................................................39
Show/Hide components ...............................................................................................39

Use SmartEndpoint, which connects to the Endpoint Security Management Server, to manage your
Endpoint Security environment. This section contains an overview of what you can do on each tab
in SmartEndpoint.

Overview Tab
The Overview tab shows a graphical summary of important security information about the
endpoint clients in your organization. This tab includes three information panes:

Security Summary for the Organization

This pane shows the total number of endpoints discovered in the organization. The pane also
shows the number of endpoints that:
• Are aligned with the organizational security policy
• Have security warnings
• Have security violations

Active Alerts
This pane shows the number of active security alerts in different categories. You can click the
View Current Status link for each category to see the endpoints that generated the alerts. The
alert list updates every ten minutes.
You can enable/disable alerts, configure alert thresholds and configure email notifications (on
page 28) in Reporting tab > Alerts.

Security Status
This pane shows a chart of different security status categories, including:
• Deployment Progress - Shows the progress of package deployment to endpoint computers.
• Blade Health Check - Shows which computers have installed components that are not
running.
• Disk Encryption Status - Shows the status of Full Disk Encryption on endpoint computers.

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 Using SmartEndpoint

• Anti-Malware Updates - Shows which endpoint computers have or are lacking current
Anti-Malware signature updates.
• Malware Infections - Shows which endpoint computers are malware-free, have not been
scanned, or have malware problems.
• Compliance Verification - Shows which endpoint computers are compliant with the security
policy and which are restricted or have pending warnings.
• Bot Detections - Shows which endpoint computers have bot problems.
For each category you can see:
• Trend tab - A line chart that shows the trend over time.
• Endpoints tab - A table that shows Endpoint computers in greater detail.
You can also click the Getting Started link to run the Endpoint Security Express Setup Wizard. Do
the steps in the wizard pages to quickly configure the default policy for each component. The
wizard also lets you run the Directory Scanner (on page 45) and configure Deployment rules (on
page 60).

Opening SmartEndpoint
You can open SmartEndpoint in these ways:
• Go to Start > All Programs > Check Point SmartConsole <version> > SmartEndpoint.
• Open SmartConsole, and from the Menu, select SmartEndpoint.

Policy Tab
You define and manage the policy for each Endpoint Security component in the Policy tab.

The policy tab contains the Policy Management Toolbar and the Policy Rule Base.

Users and Computers Tab

The nodes of the Users and Computers tree are filled automatically by an Active Directory scan, or
when installed Endpoint Security clients connect to the Endpoint Security Management Server.
The only node whose contents you define and manage is the Networks node.

To create a network:
1. Open the Users and Computers tab.
2. Right-click Networks and select New Address Range.
The Address Range Properties window opens.
3. Enter a name for this address range.
4. Enter the first IP address and the last IP address of the range.
5. Add a descriptive comment, and select a color.

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 Using SmartEndpoint

6. Click OK.

Monitoring Endpoint Security Deployment and Policy

Monitoring your Endpoint Security policy and deployment should be a very important part of
your-day-to-day work. The Reporting tab includes many different types of Endpoint Security status
reports.

To see monitoring reports:

1. In SmartEndpoint, click the Reporting tab.
2. Select a report type from the Monitoring tree.
The report shows in the pane.
3. Double-click an object in the User or Computer Name field to open a Details window.
You can assign, create, and change policies from the Details window.
Each report shows a summary chart and an Endpoint List that shows the users and computers.
You can sort and filter the monitoring information by different criteria.
Double-click a user or computer to see its status and the configured rules and actions for each
installed component.

Endpoint List Area - Icons and Controls

Item Description
Search Enter a text string to search all columns and results that contain the string are
shown.
Status: Select a status to filter by. The options are based on the open report. Endpoints
with that status are shown.
In: Narrow the results to an OU, node or group in the organization. Click to select
an item in the Select Node window.

or Double click to open the selected user or computer.

Click to see other options available. Options include Push Operations (on page
30). Some options are not available for all reports.
Add to virtual group - Add the selected objects to a virtual group.
Toggle chart percentage - Add and remove the percentages shown on the
graph.
Hide Chart/Show Chart - Close or open the pane with the graph.
Export Report - Export the report results to an XLS, HTML, or CSV file.

Alerts
The alerts pane shows which endpoint computers are in violation of critical security rules. These
violation types can trigger alerts:
• Certificate Expiration
• Compliance Warning
• Deployment Failed

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 Using SmartEndpoint

• Encryption Problem
• Anti-Malware Issues
The lower section of the pane contains two tabs:
• Trend - Shows a line chart showing the trend of security violations over time
• Endpoints - Shows the standard endpoint computer list

Configuring Alert Messages

You can configure Endpoint Security to send different types of messages.

Message Type When Sent Comments

Initial Alert Number of endpoints with security Shows the number of endpoints with
violations exceeds the specified violations and the violation type
threshold
Alert Reminder Repeatedly according to a specified Shows the number of endpoints with
frequency as long as the number of violations and the violation type
endpoints exceeds the threshold
Alert Resolved Number of endpoints with security Shows that the alert has been
violations falls below the specified resolved
threshold

To define security alerts:

1. On the Alerts pane, select a security violation and click Configure.
The Alert Configuration window opens.
2. Select how the amount of endpoints that trigger alerts are measured:
• Percentage - The percentage of endpoints in the environment.
• Absolute values - The number of endpoints in the environment.
3. Select a percentage or absolute value for the fields:
• Trigger alert when the condition reaches - When the initial alert message is sent.
• Optional: After the alert was triggered, turn off when less than - When an alert resolved
message is sent.
4. In the Notification Settings area, select which type of messages to send:
• Select Notify on alert activation to send an Initial Alert message.
Clear to disable initial alerts.
• Select Notify on alert resolution to send an Alert Resolved message when applicable.
Clear to disable Alert Resolved messages.
• Select an Alert Reminder frequency from the Remind every list.
Select None (default) to disable reminders.
5. In the Add New Recipient field, enter an email address for recipients who will get the alerts.
6. Click Add.
7. Click OK.

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 Using SmartEndpoint

Configuring an Email Server

You must configure your email server settings for the Security Analysis to send alert email
messages. If you use Capsule Docs it is also important to configure this. The settings include the
network and authentication parameters necessary for access to the email server. You can only
define one email server.

To configure the email server:

1. In SmartEndpoint, select Manage > Email Server Settings > Configure Settings.
2. In the Email Server Settings window, enter the email server host name or IP address.
3. Select the Port number for the email server (default = 25).
4. If the email server requires an SSL connection, select Enable SSL Encryption.
5. If email server authentication is necessary, select User authentication is required and enter
the credentials.
6. Click Send Test Email to make sure that you can successfully access the email server.
7. In the window that opens, enter an email address that the test will be sent to and click Send.
• If the verification succeeds, an email is sent to the email address entered and a Success
message shows in the Email Server Settings window.
• If the verification fails, an Error message shows in the Email Server Settings window.
Correct the parameters errors or resolve network connectivity issues. Stand on the Error
message to see a description of the issue.
8. Click OK to save the email server settings and close the window.

Troubleshooting issues with email settings

If the email server does not send alerts and email server authentication is not necessary do these
steps:
1. In SmartEndpoint, select Manage > Email Server Settings > Configure Settings.
2. In the Email Server Settings window select User authentication is required.
Configure these parameters :
• Port - Leave the default (25).
• User Name - Enter a fictitious email address. This address will show as the sender of email
alerts.
• Password - Enter a fictitious password. This is not used.
3. Optional: Trigger an alert to test the email server.

Push Operations
Push Operations are operations that the Endpoint Security Management Server pushes directly to
client computers with no policy installation required.
These Push Operations are available:
• Anti-Malware
• Scan for malware - Run an Anti-Malware scan on the computer or computers, based on
the configured settings.
• Update malware signatures - Update malware signatures on the computer or computers,
based on the configured settings.

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 Using SmartEndpoint

• Temporarily restore files from quarantine - Temporarily restores files from quarantine on
the computer or computers, based on the configured settings.
• SandBlast Agent Forensics Remediation and Anti-Ransomware
• Analyze by URL - Manually trigger incident analysis. Enter a URL to inspect and, optionally,
search for an incident related to the URL.
• Analyze by Process or File - Manually trigger incident analysis. Enter the full path to the
file and, optionally, search for an incident related to the process or file.
• Client Settings
• Shut down computer - Shut down the computer or computers based in the configured
settings.
• Restart computer - Shut down the computer or computers based in the configured
settings.
• Collect client logs - Collect logs from the computer or computers based in the configured
settings. Logs are stores in a shared folder on the client computer.
• Repair client - Repair the Endpoint Security client installation. This requires a computer
restart.
From Reporting tab > Push Operations you can:

In the top pane:

• See all recent Push Operations activities, and their details. This includes: which objects were
included in the operation, the status.
• Create new, Abort (stop), and Remove Push Operations.
• Click Configure Defaults to configure the default settings for a selected operation. These
settings will apply each time you run Push Operations and do not configure different settings.

In the Endpoint List:

See the results of the operations on each endpoint.

You can also start Push Operations from everywhere in the SmartEndpoint where an object is
shown. This includes reports in the Reporting tab and in the Users and Computers tab.

Starting Push Operations

To start Push Operations from an object in the SmartEndpoint:
1. Right-click an object (user or computer) and select a component, and then an operation.
2. Click Yes to confirm that you want to do the operation.
3. Optional: Click Advanced Settings to use settings that are not the default.

To start Push Operations from Reporting > Push Operations:

1. In Reporting > Push Operations, click Create new.
2. Select a component and an operation.
3. Click Next.
4. Select an OU, node, or computer to get the operation.
5. Click Next.
6. Configure the settings for the operation.
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 Using SmartEndpoint

7. Click Next.
8. Click Finish.

Push Operations Settings

Click Configure Defaults to configure the default settings for a selected operation. These settings
will apply each time you run Push Operations and do not configure different settings.
Select the operation to configure.
For each operation you can configure:
• User Notification - Are users notified about the operation and can they cancel or postpone
it. The options are:
 Execute operation immediately - Users cannot cancel or postpone it.
Optional: Select Inform user and click Configure to configure a notification message that
users see and in how many minutes the operation will occur. If you do not select Inform
user, the operation runs silently.
 Allow user to postpone or cancel operation - Users can cancel or postpone it. Click
Configure to configure the notification message that users see and in how many
minutes the operation will occur.
• Scheduling - When does the operation occur. The options are:
 Execute operation immediately
 Schedule operation for - Enter a date and time when the operation will start.
• Timeframe - The Endpoint Security Management Server will send the operation to clients
for the selected number of hours.
For Anti-Malware Push Operations, see Anti-Malware Policy Actions (on page 180) for more
information.

Compliance
• Compliance Status - Shows endpoint compliance policies that make sure:
• The correct version of Endpoint Security is installed.
• The operating system includes all required updates and service packs.
• Only approved software applications are installed.
If a user or computer is in violation of a rule, the name of the rule is shown in the Compliance
Violations column. Names of custom rules are also shown.
• Top Violations - Shows the top compliance violations.
These compliance statuses are used in the reports:
• Compliant - The computer meets all compliance requirements.
• About to be restricted - The computer is not compliant and will be restricted if steps are not
done to make it compliant. See Configuring the "About to be Restricted" State (on page 218).
• Observe - One or more of the compliance rules that is set as Observe is not met. Users do not
know about this status and have no restrictions.
• Restricted - The computer is not compliant and has restricted access to network resources.
• Warn - The computer is not compliant but the user can continue to access network resources.
Do the steps necessary to make the computer compliant.

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 Using SmartEndpoint

• Not Running
• Status information is missing
• Not installed - The network protection is disabled or not installed.

Activity Reports
The Activity Reports group includes these endpoint and Endpoint Policy Server status reports:
• Endpoint Connectivity - Shows the last time each endpoint computer connected to the
network.
• Endpoints with Not Running Blades - Shows the status of components for users and endpoint
computers. You can use this report to see which components are running or not running.
• Protected by Endpoint Security - Shows if endpoint computers are protected by Endpoint
Security.
You can sort by status:
• Unprotected Computers - Computers that do not have the Endpoint Agent installed.
• Unassociated Users - Users who were identified in the Directory scan but did not log on to
a computer with Endpoint Security.
• Endpoint Installed - Computers that have the Endpoint Agent installed.
• Endpoint Policy Server Status - Shows Endpoint Policy Server status (Active or Not Active)
• Endpoint Connectivity by External Policy Server - Shows which Endpoint Policy Server each
endpoint communicates with.

Deployment
You can select reports that show deployment status by:
• Deployment Status - Shows deployment by the status category of deployment.
• Top Deployment Errors - Shows the top errors.
• Deployment by Package - Shows deployment status by package name
• Deployment by Policy - Shows deployment status by profile name
For all Deployment reports, the available status categories are:
• Completed
• Scheduled
• Downloading
• Deploying
• Uninstalling
• Failed Retrying
• Failed
Hold the mouse on an item in the graph to highlight it and see the number of endpoint computers
in that status category.

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 Using SmartEndpoint

Versions in Use
This group includes these reports:
• Full Disk Encryption Versions - Shows the installed version of the Full Disk Encryption
component for endpoint clients.
• Endpoint Package Versions - Shows the installed version of Endpoint Agent for individual
endpoint clients.

Full Disk Encryption

There are reports that contain information about the computer encryption and reports that contain
information about the Pre-boot.
• Encryption Status - Shows the endpoint computer encryption status. The encryption status
categories are:
• Encrypted
• Decrypting
• Unencrypted
• Encrypting
• System Setup
• Not Running
• Status information is missing
• Not installed
• Encryption Troubleshooting - Shows users and computers that might require troubleshooting
for disk encryption. You can see the step of the Full Disk Encryption deployment phase that
each endpoint computer is in. This information is helpful when it is necessary to find the
problem that prevents a computer from becoming encrypted. The status categories are:
• Initialization
• Waiting for policy
• User acquisition
• Verifying setup
• Setup protection
• Deliver recovery file
• Waiting for restart
• Encryption in progress
• Not running
• Status information is missing
• Not installed

User Authentication (OneCheck)

• Pre-boot Access Status - Shows the status of the Full Disk Encryption Pre-boot on each
endpoint computer. The status categories are:
• Pre-boot Enabled
• Pre-boot Disabled (WIL)
• Pre-boot Temporarily Disabled (WOL)
• Not running
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 Using SmartEndpoint

• Status information is missing

• Not Installed - Full Disk Encryption is not installed on the endpoint.
• Pre-boot Access Troubleshooting - Shows users and computers that require troubleshooting
for Pre-boot authentication. The issues are divided into two categories: user settings or Smart
Card drivers on the computer.
• Computers with Smart Card driver issues. The status can be:
 No Smart Card users configured, no drivers installed
 No drivers installed, Smart Card users configured
 Driver mismatch
• Users with password issues or certificate issues. The status can be:
 Password not configured
 Certificate not configured
 Certificate not valid
 Certificate does not meet requirements
• Pre-boot Authentication Methods - Shows users' configured Pre-boot authentication method
and how they last authenticated. You can sort the results by the configured authentication
method. The columns in the report are:
• Method Used - The Pre-boot authentication method that the user last used.
• Method Configured - The Pre-boot authentication method configured for the user. This is
the configured global Pre-boot Authentication Settings, or if overridden, the user's
settings.
• Method Configured at - When the configured method was configured.
• Last Pre-boot Authentication - When the user last authenticated to an Endpoint Security
client computer.
• Grace Period Enabled - If a new authentication method is configured, do users have a
period of time that they can still authenticate with the previous method.
• Grace Period Active - Is the grace period active at this time for this user.

Media Encryption & Port Protection

The main Media Encryption & Port Protection report includes a chart that shows:
• Allowed devices
• Blocked Devices
• Approved by UserCheck (operations)
The Endpoint List shows all devices connected to endpoint computers during the last 14 days. It
also shows the file operations that were approved by UserCheck justification
• User and computer name
• Status (see above)
• Device name
• Device Category
• Device Serial Number
• Last Event Date
• User Check scenario and reason
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 Using SmartEndpoint

• IP Address
• Date of last connection
• Computer type
You can search and filter the list using several criteria.

Discovered Devices
The Discovered Devices report shows all devices that were or are connected to Endpoint Security
client computers. If you right-click on a device you can select Show All Events to see who used the
device, on which computer, and when.
Right-click the header of the Device Category column and select Create Filter to see only
specified devices.

Anti-Malware
These reports show the status of Anti-Malware detection and treatment. These reports are
available:
• Anti-Malware Status - Shows scanning detection statistics
• Top Infections - Shows the top ten infections during the past 30 days
• Anti-Malware Provider Brands - Shows which endpoints use Check Point Anti-Malware and
which use a third-party Anti-Virus provider.
• Anti-Malware Scanned Date - Shows status by the last scan date
• Anti-Malware Updated On - Shows computers that have Anti-Malware updates installed

SandBlast Agent Anti-Bot

These reports show the status of Anti-Bot detection and prevention. These reports are available:
• Anti-Bot Status - Shows detection and prevention statistics
• Top bots - Shows the top ten bots during the past 30 days

Licenses Report
The Licenses Status Report shows the status of the container and component licenses. The
summary chart shows the number of seats licensed and the number of seats in use. The licenses
list shows detailed license information and status for a selected component or the container. You
can export license status information to a file.
To see license warnings, click Details.

Policy Reports
A policy report shows information about the assigned policies on each Endpoint Security Client
computer in the organization. You cannot see the Policy Report in SmartEndpoint. It is a CSV file
that is created on the Endpoint Security Management Server at scheduled times.

To enable scheduled Policy Reports:

1. On the Endpoint Security Management Server, run: cpstop

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 Using SmartEndpoint

2. Open the server’s [Link] file:

$UEPMDIR/engine/conf/[Link]
3. Find the line: #[Link]=[Link],[Link],[Link]
• Delete the # from the line
• Edit the times to show the hour when the reports will be created. Reports will be created
each day at these times.
• Make sure the line is in this format:
[Link]=HH:mm:ss,HH:mm:ss,HH:mm:ss
with no spaces between the times and commas.
4. Find the line: #[Link]=10
• Delete the # from the line
• The number represents the maximum number of reports that can remain in the report
directory. The oldest ones are overridden by newer ones. Optional: Edit the number.
• Make sure the line is in this format: [Link]=<number of
reports to save>.
5. Find the line: #[Link]=true
• Delete the # from the line
• Make sure the line is in this format: [Link]=true
6. Create a new folder in $FWDIR/conf/SMC_Files/uepm/reports/. Run:
mkdir $FWDIR/conf/SMC_Files/uepm/reports
chmod 2777 $FWDIR/conf/SMC_Files/uepm/reports
The name of the report will be: policyReport<number>.csv
The number represents the creation time so newer reports have higher numbers.
7. Run: cpstart
When a Policy Report is generated, it includes these fields:
• General fields:
• User Name - ntlocal for local user, ntdomain://<DOMAIN-NAME>/<USER LOGON
NAME> for domain users
• Computer Name - Name of the computer
• User Location - User domain distinguished name (empty for local users)
• Group Names - The names of the groups the user is in
• IP Address - The most updated IP address of the device
• Last Contact - The last time the computer had contact with the Endpoint Security
Management Server
• OS Name - The full name of the Operating System, for example: Windows 8.1
Professional Edition
• OS Version - The version of the Operating System, for example: 6.2-9200-SP0.0-SMP
• OS Type - Workstation or Server
• Machine Type - Laptop or Desktop
• Domain Name - Active Directory domain, if relevant
• Policy (includes OneCheck User Settings, Full Disk Encryption, Media Encryption & Port
Protection, and Client Settings):
• <Blade> ID - A unique identifier of a policy rule that applies to the user or computer
• <Blade> Name - The rule name (given by the administrator)

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 Using SmartEndpoint

• <Blade> Description - The rule comment (given by the administrator)

• <Blade> Actions - The names of the rule actions
• <Blade> Version - The version of the rule
• <Blade> Modified By - The name of the administrator that last modified the rule
• <Blade> Install Time - When the component was installed on the client
• <Blade> Inherited From - The Active Directory path the rule was originally assigned on and
inherited by this machine.

Deployment Tab
You use this tab to:
• Create Deployment Rules
• Configure Endpoint security client packages for export
• Configure these advanced package settings:
• VPN client settings
• The Package repository once uploaded to the server
• The file signing method to protect the integrity of the client package

Client logging
Endpoint Security clients upload logs to the Endpoint Security Management Server
On the server, the logs are stored in the common log database, which you can see in the Logs tab
of the SmartConsole Logs & Monitor view.

Note - The VPN component uploads SCV logs to the VPN gateway.

Client logs are:

• Stored locally at:
C:\Documents and Settings\All Users\Application Data\CheckPoint\Endpoint
Security\Logs
Log File Comments
[Link] • Plain text log file
epslog.2. log
• When the file becomes too large, another is created.
epslog. <number>.log
• Maximum of 10 log files can exist. When [Link] is created,
[Link] is deleted.
• Can be viewed with any ASCII viewer, or by using the client
viewer, or by manually running:
C:\Program Files\Common Files\Check
Point\Logviewer\EPS_LogViewer.exe
[Link] Internal files, compressed and encrypted.
[Link]
[Link]

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 Using SmartEndpoint

• Uploaded according to the Common Client Policy to the Endpoint Security Management Server
and viewable in the Logs tab of the SmartConsole Logs & Monitor view.
• Client logs can be used for external audit requirements and internal trouble-shooting.
For more details, see the Endpoint Security Client User Guide for your client release
[Link]

Finding Components in SmartEndpoint

You can use a search feature to find components such as computers, users, directories, and
programs.

To find a component:
1. In the Search field tool bar, enter a string to match a component.
2. Click Search.
The Search Results show on the Users and Computers tab.
3. If the component you are looking for is listed, double-click it.
Note - Alternatively, right-click any user shown on the Reporting tab and select Edit.

Show/Hide components
You can choose which components show in SmartEndpoint and which are hidden.

To show or hide a component in SmartEndpoint:

1. From the Menu icon, select Tools > Show/Hide Blades.
2. Click on a component to see if it is Visible or Hidden.
3. Click the Visible or Hidden button to change the setting of the component.
4. Click OK.

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CHAPTE R 6

Users and Computers

In This Section:
Managing Users and Computers .................................................................................40
Active Directory Scanner ..............................................................................................45
Endpoint Security Administrator Roles .......................................................................50
Working with Virtual Groups ........................................................................................51

Managing Users and Computers

You use the Users and Computers tab to see and manage these object types:
• Users
• Computers
• Active Directory OUs and nodes
• Computer and user groups
• Networks
• Virtual Groups

Using the Users and Computers Tab

The Users and Computers tab includes these elements:
• The Directory Tree - Shows the Users and Computers hierarchy and structure as folders and
objects.
• Global Actions - From here you can perform different SmartEndpoint operations.
• The Blades Pane - Shows the components and their status for the selected object. Select a
component to see its rules and status.
• The Rule and Status Pane - Shows the rules and status for the selected component. You can
edit rules and do some Full Disk Encryption and Media Encryption & Port Protection actions by
clicking items on the toolbar in this pane.
The Rule and Status pane includes this information for the selected component:
• The rule name and when it is enforced.
• Whether the rule is directly assigned to the selected object or inherited from another
object.
• Defined Actions for this rule.
• Status information for the selected component (if applicable). For OUs and groups, the
status section shows selected reports (on page 28) for some components.

Using the Object Details Window

The Object Details window shows more detailed information for the selected object than the Rules
and Status pane. You cannot add or change policy rules in this window.

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 Users and Computers

To show the Object Details window:

1. Go to the applicable object in the Users and Computers tree.
2. Right click the object and select Edit. For user and computer objects, you can double-click the
object.
The Object Details window includes three panes, accessible from a tree on the right side of the
window.
General Details - Shows basic information about the selected object and the status of each
component. You can click on a component to go to the detailed information pane for that
component.
• Details (Users and computers only) - Shows LDAP information and groups that the user or
computer is a member of.
• Content (OUs and groups only) - Shows the members of the selected OU or group.
• components - Shows detailed rule and status information for each component. For OUs and
Groups detailed status reports (on page 28) are shown.

Changing Authentication Settings

You can change these OneCheck User Settings in the User Details window:
• The Pre-boot authentication method (on page 131) when the Full Disk Encryption component is
active. The default authentication method is Password.
• Lock a user out (on page 135) after a specified number unsuccessful login attempts from the
Pre-boot screen.
• Change a user password.
• Add or remove certificates for smartcard authentication.
• Add or remove authorized computers or groups for Full Disk Encryption Pre-boot.

Using the Users and Computers Tree

The directory tree shows the Users and Computers hierarchy as a set folders and objects. You use
the Users and Computers tree to see and select Users and Computers objects.
The tree includes these directories by default:
• Directories - Users and computers included in Active Directory OUs.
• Other Users/Computers - Users and computers not included in an Active Directory.
• Networks - Predefined ranges of IP address.
• Deleted Users and Computers - Users and computers that were deleted from the Active
Directory.
• Virtual Groups - Predefined Endpoint Security groups of users and computers. Members of a
Virtual Group can also be part of the Active Directory or a member of other Virtual Groups.
• External Users - For the Capsule Docs component, add users from outside of the organization
who can open documents in the Capsule Docs Viewer or Editor. Permissions for these users
are defined in the Capsule Docs Policy rules.
When you right-click an object in the tree, you can do some of these options that show in the
option menu, depending on the object type.

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 Users and Computers

• More Info - Open the Object Details window to see detailed rule and status information. You
cannot edit rules or Object Details on this page. You can also use the More Info button (in the
upper right-hand corner of the pane) to open this window.
• Reset Computer Data on page 44,
[Link]
urity_AdminGuide/[Link]#o90967 - Remove licenses, Full Disk Encryption recovery data,
Pre-boot settings, users and logs from the selected computer.
• Add to Virtual Group or Add content to Virtual Group - Add the object and its members to a
virtual group.
• Add to Favorites or Remove from Favorites - Add or remove the selected object to the
Favorites list, located under the Users and Computers tree.
• Full Disk Encryption - Opens a list of operations related to Full Disk Encryption, Pre-boot, and
Remote Help.
• OneCheck User Settings - Opens a list of operations related to OneCheck User Settings,
Pre-boot, and the Full Disk Encryption Self-Help Portal (on page 124) .
• Anti-Malware - Opens a list of Push Operations related to Anti-Malware, Client Settings, and
SandBlast Agent Forensics and Remediation. See Push Operations (on page 30).
• SandBlast Agent Forensics and Remediation - Opens a list of Push Operations related to
SandBlast Agent Forensics and Remediation. See Push Operations (on page 30).
• Client Settings - Opens a list of Push Operations related to Client Settings. See Push
Operations (on page 30).
• Address Range - Define a new address range.
• Capsule Docs - Opens a list of operations related to Capsule Docs and external users.

How to use the Users and Computers Tree:

• Use the intelligent Search Bar (above the tree) to search for objects. You can use partial words
or phrases to see all objects that contain the search text.
• Double-click a parent directory to see its children.
• Click the triangle to go back up to a parent directory.
• Click the Users and Computers toolbar icon to go to the top of the tree.
• Select a user, computer or folder to see its component status and configuration.
• Double-click a user or computer or user to open its Details window.

Managing Users
The Users and Computers tab shows status and assigned rules for each component. You can also
edit rules and create custom rules as necessary.

To see user details:

1. Select the Users and Computers tab.
2. Right-click a user in the Users and Computers tree and select Edit.
The User Details (on page 40) window opens. You can see detailed information as well as rules
and status information for each of the components. You cannot change rules and Action settings in
this window.

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 Users and Computers

To change rules:
1. Select a user the Users and Computers tree.
2. Select a component in the Blades pane.
3. Click Edit Rule.
4. Do the steps in the Edit Specific Rule wizard.
See the applicable component topics for configuration details.

Managing OUs or Groups

You can manage Active Directory OUs and groups in the Users and Computers tab.

To see OU or group details:

1. Select an OU or group in the Users and Computers tree.
2. Right-click an OU or group in the Users and Computers tree and select Edit.
The Details (on page 40) window opens. You can see detailed information as well as rules and
status information for each of the components. You cannot change rules and Action settings in
this window.

To change OU or Group rules:

1. Select an OU or group in the Users and Computers tree.
2. Select a component in the Blades pane.
3. Click Edit Rule.
4. Do the steps in the Edit Specific Rule wizard.
See the applicable component topics for configuration details.
5. On the SmartEndpoint toolbar, select File > Save.

Managing Computers
You manage individual computers in the Users and Computers window. This window shows
computer details and the policies and user assigned to them. You can configure which users can
log on the computer.

To see computer details:

1. Select a computer in the Users and Computers tree.
2. Right-click a computer in the Users and Computers tree and select More Info.
The Computer Details window opens. You can see detailed information as well as rules and
status information for each of the components. You cannot change rules and Action settings in
this window.

To change rules:
1. Select a computer in the Users and Computers tree.
2. Select a component in the Blades pane.
3. Click Edit Rule.
4. Do the steps in the Edit Specific Rule wizard.
See the applicable component topics for configuration details.
5. On the SmartEndpoint toolbar, select File > Save.
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 Users and Computers

Managing Users of a Computer

If the Full Disk Encryption component is included in policy for a specified computer, only users
authorized for that computer can log on to it.
Manage the users who can logon to a computer in Computer Details > Security Blades >
OneCheck User Settings for a specified computer.

To add authorized users to a computer:

1. Right-click a computer in the Users and Computers tree and select Full Disk Encryption >
Authorize Pre-boot users.
2. In the Authorized Pre-boot users window, click Add.
3. In the Select User window, enter or select a user from the list.
Add more users as necessary.
4. Optional: Select User Locked to prevent a user from logging in to any computer.
5. Click OK.
6. On the SmartEndpoint toolbar, select File > Save.

To remove authorized users from the computer:

1. Right-click a computer in the Users and Computers tree and select Full Disk Encryption >
Authorize Pre-boot users.
2. In the Authorized Pre-boot users window, select a user and click Remove.
3. Click OK.
4. On the SmartEndpoint toolbar, select File > Save.

Resetting a Computer
When the Endpoint Security client is installed on a computer, information about the computer is
sent to and stored on the Endpoint Security Management Server. Resetting a computer means
deleting all information about it from the server. Resetting a computer does not remove the object
from the Users and Computers tree or change its position in the tree.

Important - You can only reset a computer if the Endpoint Security client is not
installed. If you reset a computer that has Endpoint Security installed, important data
will be deleted and the computer can have problems communicating with the
Endpoint Security Management Server.

You might choose to reset a computer if:

• The Endpoint Security Client has been uninstalled or the computer is re-imaged.
• It is necessary to reset the computer's configuration before a new Endpoint Security Client is
installed. For example, if the computer is being transferred to different person.
Computer reset:
• Removes all licenses from the computer.
• Deletes Full Disk Encryption Recovery data.
• Deletes the settings of users that can log on to it.
• Removes the computer from Endpoint Security Monitoring.
• Deletes the Pre-boot settings.

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 Users and Computers

• Is marked as unregistered.
After you reset a computer, you must reformat it before it can connect again to the Endpoint
Security service.

Note - Resetting a Computer is different than deleting it. If you delete a computer,
everything in the databases that is connected to that computer is deleted.

To reset a computer:
1. In the Users and Computers tab or anywhere in SmartEndpoint where a computer object is
shown, right-click a computer and select Reset Computer Data.
2. When the Reset Computer message shows, click Yes to confirm.
3. On the SmartEndpoint toolbar, select File > Save.

Editing Properties of Non-AD Objects

All objects that are not part of an Active Directory are in the Other Users/Computers node in the
Users and Computers tab. From this location you can:
• Edit user and computer properties. You can edit all fields that show a pencil icon.
• Right-click an object and select Delete to delete non-AD objects from your environment.

Active Directory Scanner

If your organization uses Microsoft Active Directory (AD), you can import users, groups,
Organizational units (OUs) and computers from multiple AD domains into the Endpoint Security
Management Server. After the objects have been imported, you can assign policies.
When you first log in to SmartEndpoint, the Users and Computers tree is empty. To populate the
tree with users from the Active Directory, you must configure the Directory Scanner.
The Directory Scanner scans the defined Active Directory and fills the Directories node in the
Users and Computers tab, copying the existing Active Directory structure to the server database.

Required Permissions to Active Directory

For the scan to succeed, the user account related to each Directory Scanner instance requires full
read permissions to:
• The Active Directory root.
• All child containers and objects.
• The deleted objects container.
An object deleted from the Active Directory is not immediately erased but moved to the Deleted
Objects container. Comparing objects in the AD with those in the Deleted objects container
gives a clear picture of network resources (computers, servers, users, groups) that have
changed since the last scan.
The Active Directory Scanner does not scan Groups of type "Distribution".

Required Configuration for Domains

On the Active Directory server, set the Groups Scope to Domain Local only.

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 Users and Computers

Configuring a Directory Scanner Instance

A scanner instance defines which path of the Active Directory will be scanned and the scan
frequency. One scanner instance can include the full Active Directory domain, or a part of the
domain, for example an OU.
If you want to scan more than one domain or different parts of the same domain, configure in
SmartEndpoint more than one scanner. For example, if you want to scan the "HOME" domain and
the "OFFICE" domain, configure one scanner instance for each.
Do not create a scanner instance for an OU that is included in a different scan. If you try to create a
scan that conflicts with a different scan, an error message shows.
Note - If the scanner is for a specific OU in the domain, only the groups and group members in the
OU are included in the scan. If your groups contain members from different OUs we highly
recommend configuring the LDAP Path of the scan to the root of the domain, to avoid
inconsistencies.
If the domains use DNS servers, make sure that:
• The DNS server is configured on the Endpoint Security Management Server.
• The DNS server can supply a list of domain controllers in its domain. We recommend that you
configure the DNS server to supply a list of the domain controllers for all domains that the
Directory Scanner will scan.

To create a scanner instance:

1. In SmartEndpoint, open the Deployment tab > Organization Scanners.
2. Click Add Directory Scanner.
3. In the Active Directory Scanner Settings window:
• Domain Name - Enter the Domain Name in FQDN format, for example, [Link].
• Username and Password - Enter the Username and Password of an administrator. The
administrator must have read permissions to the scan path and the deleted objects
container.
• @ -The UPN suffix for the administrator is filled in automatically. Change it if it is different
than the FQDN.
4. In the Advanced area, select or enter the IP Address of the Domain Controller. If the domain
has DNS, this is filled in automatically.
5. In LDAP Path, click the browse button to select an OU. If you do not select an OU, the full
domain is scanned.
6. You can change the default values in the Advanced area:
• Connection - Choose the type of connection for the Directory Scanner communication:
 GSS Enabled - Uses DNS to create Kerberos ticket requests. If DNS is not configured
correctly on the Endpoint Security Management Server, the connection is not
successful. By default, this is not selected.
 SSL Enabled - Uses SSL Tunneling. You must have an SSL certificate installed on the
Domain Controller. By default, this is not selected.
• Port - The port over which the scan occurs.
• Scan Interval - The Endpoint Security Management Server sends a request to the Domain
Controller to see if changes were made to the domain. If changes were made, the Directory
Scanner synchronizes Endpoint Security nodes in the Users and Computers tree with

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 Users and Computers

nodes in the Active Directory. The Scan Interval is the time, in minutes, between the
requests.
7. Click OK.
The scan shows in the Organization Scanner window.
Note - Scanning the Active Directory takes time. AD objects show in the sequence
they are discovered.

The Organization Scanners Page

In the Deployment tab > Organization Scanners page, you can see all configured scans and their
statuses. You can also do these operations:
• Add Directory Scan - Configure a scan of an Active Directory domain or OU.
• Edit - Edit a configured scan.
• Remove - Remove a scan from the list. It will not occur again.
• Rescan - Run a selected scan on demand.
• Start/Stop - Click the start or stop icon to start or stop a scan.
• Smart Card certificate scanning setting > Configure - Configure if all user certificates are
scanned for Smart Card information during a scanner instance, or only those with the Smart
Card Logon OID.

Directory Synchronization
At the specified interval of a scanner instance, the Directory Scanner synchronizes Endpoint
Security nodes in the Users and Computers tree with nodes in the Active Directory. When
synchronization occurs:
• New Active Directory objects are added to Endpoint Security and inherit a policy according to
the Endpoint Security policy assignment.
• Deleted users are removed from the Users and Computers tree, but only if they had no
encrypted removable media devices. Deleted users with encrypted removable media devices
move to the Deleted Users/Computers folder. The user no longer exists in the Active
Directory, but the server keeps the encryption keys for possible recovery.
You can delete these users manually using SmartEndpoint.
• Computers deleted from the Active Directory that do not have Endpoint Security are deleted
from Users and Computers.
• Computers deleted from the Active Directory that do have Endpoint Security move to the
Deleted Users/Computers folder because they might require recovery. You can delete these
computers manually from the Management Console.
• Objects updated in the Active Directory are also updated on the server.
• Unchanged records stay unchanged.

Troubleshooting the Directory Scanner

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 Users and Computers

Issue Solution
The account of the Directory Scanner instance Supply the required permissions.
does not have the required read permissions to
the Active Directory or to the deleted objects
container.
A corrupted object exists in the Active Directory. Remove the object or deny the account used
by the Directory Scanner read permission to
that object. If the corrupt object is a container
object, permission is denied for all objects in
the container.

SSL Troubleshooting
If you use an SSL connection for the Directory Scanner communication, you might see a message
that is related to SSL configuration. Find the problem and solution here.
Issue: Stronger authentication is required
Solution:
Try to connect with SSL with these steps:
a) Get an SSL certificate from your Domain Controller.
b) Import the SSL certificate to the Endpoint Security Management server. See sk84620
[Link]
c) Make sure that SSL Enabled is selected for this Directory Scanner instance.

Issue: Wrong SSL Port

Solution:
Change the SSL port or disable SSL. You can do this in the configuration.

Issue: Cannot connect to the domain controller

Solution:
Make sure that an LDAP server is running on the LDAP path of the configured domain controller.

Issue: SSL certificate is not installed

Solution:
• Get an SSL certificate from your Domain Controller and import it to the Endpoint Security
Management server.
or
• Disable SSL.

Configuring DNS for GSS Connections

GSSAPI, Generic Security Service API, is an interface used to access security services. Kerberos is
the implementation of GSSAPI used in Microsoft's Windows platform and is supported by Active
Directory authentication protocols. During Kerberos authentication, a domain’s KDC (Key
Distribution Center) must be found through a DNS request.

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 Users and Computers

The DNS server configured on the Endpoint Security Management Server must be able to resolve
IP address by name and name by IP address for all domains that are scanned by the Directory
Scanner. If DNS is not configured properly, the authentication fails.
Make sure that:
• The DNS server is configured on the Endpoint Security Management Server.
• The DNS server can recognize the DNS servers of all domains that the Directory Scanner will
scan.

To make sure the DNS server is configured correctly for GSSAPI authentication:
1. On the Endpoint Security Management Server, run: nslookup.
2. Test the name to IP resolving for all domain controllers that are used by the Directory
Scanner.
3. Test the IP to name resolving or all domain controllers that are used by the Directory Scanner.

Strengthening Active Directory Authentication to use LDAPS

By default Active Directory authentication uses the LDAP protocol and a simple authentication
method. You can make the authentication more secure by changing the authentication protocol to
LDAPS, with or without GSSAPI authentication. GSSAPI authentication is based on Kerberos v5.

To change the authentication protocol to LDAPS, GSSAPI, or the two of them:

1. Edit the file $UEPMDIR/engine/conf/[Link]
2. Configure the protocol or protocols to use.
• To configure LDAPS - Change [Link]=false to [Link]=true
• To configure GSSAPI - Change [Link]=false to [Link]=true
You can set LDAPS and GSSAPI to true.
3. Save.
For GSSAPI, no additional configuration is necessary.

Additional steps for LDAPS:

• Configure the Domain Controller to use LDAPS.
• Import all Domain Controller certificates to the Endpoint Security Management Server
keystores.

To import a certificate to the keystores on the Endpoint Security Management Server:

1. On a domain controller which is configured to support LDAPS, run:
certutil -store -v MY
The output of this command is a list of certificates. The certificates are separated by a line like
this:
================ Certificate 0 ================
where 0 is the index number of the certificate.
2. Find a certificate:
• That has a subject that is the FQDN of the Domain Controller. In the example below:
[Link]
• In which one of certificate extensions has the OID Server Authentication ([Link].[Link].1).

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 Users and Computers

3. Get the index number of the certificate.

This is the number which appears in the separation header before each certificate. In this
example it is 0.
================ Certificate 0 ================
X509 Certificate:
Version: 3
Serial Number: 610206fb000000000002
Signature Algorithm:
Algorithm ObjectId: 1.2.840.113549.1.1.5 sha1RSA
Algorithm Parameters:
05 00
Issuer:
CN=mulberry-DC-CA
DC=mulberry
DC=com
NotBefore: 23/06/2014 13:12
NotAfter: 23/06/2015 13:12
Subject:
CN=[Link]
Public Key Algorithm:
…
Certificate Extensions: 9
[Link].[Link].2: Flags = 0, Length = 22
Certificate Template Name (Certificate Type)
DomainController
[Link]: Flags = 0, Length = 16
Enhanced Key Usage
Client Authentication ([Link].[Link].2)
Server Authentication ([Link].[Link].1)
…
4. Download a certificate from the domain controller. Run:
certutil -store MY <certificate index> <path_to>\<file name>
For example:
certutil -store MY 0 C:\certificates\[Link]
5. Copy the certificate file to the Endpoint Security server. In a High Availability environment,
copy the file to the Primary and Secondary servers.
6. Import a certificate to Endpoint Security server keystore. Run:
cd $CPDIR/jre_64
./bin/keytool -import -keystore ./lib/security/cacert -file <cert file
name> -alias <alias>
For example:
./bin/keytool -import -keystore ./lib/security/cacert -file
/certif/[Link] -alias DCSSLCert
7. Restart the Endpoint Security servers. Run
uepm_stop
uepm_start

Endpoint Security Administrator Roles

Endpoint Security uses the Permissions Profiles configured in SmartConsole to define
administrator roles.
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 Users and Computers

Configure Administrators and Permissions in: SmartConsole > Manage & Settings tab >
Permissions & Administrators.

Working with Virtual Groups

Virtual Groups let you manage groups of users and computers with SmartEndpoint. You can use
Virtual Groups with Active Directory for added flexibility or as an alternative to Active Directory.
Objects can be members of more than one virtual group. Members of Active Directory OUs or
groups can also be members of Virtual Groups.
The benefits of using Virtual Groups include:
• Using Active Directory but do not want to use it for Endpoint Security. For example:
• Different administrators manage the Active Directory and Endpoint Security.
• Your Endpoint Security requirements are more complex than the Active Directory groups.
For example, you want different groups for laptop and desktop computers.
• Using a non-Active Directory LDAP tool.
• Working without LDAP.
Virtual Groups work much like Active Directory. You can:
• Create groups and then add objects to the groups automatically or manually.
• Assign policies to virtual groups or users.
• Put objects into more than one group.
• Select which policies have priority for endpoints that belong to more than one virtual group.
Important - You can use virtual groups to manage computers and servers in all
environments. To manage users with a virtual group, you must do one of these steps:
• Use Full Disk Encryption and enable User Acquisition.
• Import objects into Endpoint Security with the Active Directory Scanner.
Afterwards you can move them between virtual groups manually.

Types of Virtual Groups

There are two types of virtual groups:
• Virtual Group - Can contain users and computers.
• Computer Group - Only contains computers. Computers in this group have computer-based
policies if there is a policy assigned to the group. The priority of the policies is based on the
sequence of rules in the Policy Rule Base.
For example, Media Encryption & Port Protection policy rules normally apply to users,
regardless of which endpoint computer they use. However, if a Media Encryption & Port
Protection rule is applied to a Computer Group, that rule can be effective before a rule that
applies to a user. This is true if the Computer Group rule is above the user's rule in the Policy
Rule Base.
These predefined virtual groups are created with users and computers assigned to them
automatically:
• All Laptops
• All Desktops
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 Users and Computers

• All Servers
• All Mac OS X Desktops
• All Mac OS X Laptops
• All Windows Desktops
• All Windows Laptops
• Capsule Docs external users - Contains users that have external permissions for Capsule
Docs
• Capsule Docs internal users - Contains users that have external permissions for Capsule
Docs
If you add objects to a virtual group with an installation package (on page 53), the objects are not
automatically put into these virtual groups. You must do so manually.

Managing Virtual Groups

Work with virtual groups in the Virtual Group branch of the Users and Computers tree.
When you create a new virtual group, you set the group type, which you cannot change. Changes to
a virtual group are saved automatically and installed immediately on the Endpoint Security clients.
• A user or a computer can belong to multiple virtual groups
• Only computers can be added to Computer virtual groups
• You can copy users and computers to other virtual groups.
• You can remove users and computers from a virtual group
• You can copy Active Directory users, computers and members of Active Directory groups to a
virtual group.
Assign the Virtual Groups in a Policy rule, as for any other entity.

To create a new virtual group:

1. In the Users and Computers tree, click Global Actions > New Virtual Group.
2. In the New Virtual Group window:
• Enter a name for the group.
• Optional: Enter a Comment.
• Select Virtual Group or Computer Group.
3. Click Next.
4. In the Select Entities window, select the members of the group.
5. Click Finish.

To add computers and users from Active Directory to a Virtual Group:

1. Right-click an OU on the Directories branch of the Users and Computers tree.
2. Select Add content to Virtual Group.
3. Select a Virtual Group and click OK.
All users and computers in the specified OU are added to the Virtual Group.
If select one of the default Virtual Groups, only those users and computers applicable to that
group are added. For example, if you select the All Laptops Virtual Group, only laptops
computers and their users are added to the group.
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 Users and Computers

To copy a user or computer to another virtual group:

1. Right-click the user, computer or Active Directory group.
2. Select Add to Virtual Group.
3. Select the destination virtual group.
The source object becomes a member of the destination group while remaining a member of the
source group.

To remove a user or computer from a virtual group:

1. Right-click the user or computer.
2. Select Remove from Virtual Group.

Adding Objects with an Installation Package

When you distribute a new Endpoint Security client installation package, you can assign users and
computers to a destination group. Computers and users that use this package are automatically
assigned to the group when they connect to the server for the first time.
For example, an MSP that services 5 organizations can export 5 installation packages to divide
endpoints into 5 different groups. Users who install the package designated for Group A are
automatically put in Group A. Users who install the package designated for Group B are
automatically put in Group B.

To configure a virtual group destination for an installation package:

1. In the Users and Computers tab, create a virtual group.
2. In the Deployment tab, click Packages for Export.
3. Select a package and change the rule settings to Export to the new virtual group.
Change other rule settings as necessary. If you are upgrading from version R73 or earlier,
make sure that you configure the legacy version passwords.
4. Right-click the package and select Export Package from the option menu.
5. In the Export Package window, select the platform type and 32-bit or 64-bit.
6. Define the path to the directory that the package is saved to.
7. Click OK.
The package downloads to the specified location.

Monitoring Virtual Groups

Virtual Groups show in Reporting reports like other objects. You can create for monitoring and
other purposes. Endpoints can be members of more than one group.
For example, if you want to do a test of a new Endpoint Security upgrade, you can create a Virtual
Group that contains only those endpoints included in the test. Then you can create a report for the
deployment and activity of these endpoints.

To see activity for virtual group objects:

1. Go to the Reporting tab and select Software Deployment from the tree.
2. Click the ... button in the Endpoint List section of the Software Deployment Status pane.
3. Select Virtual Groups and then the select the virtual group that you want to see.

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CHAPTE R 7

Deploying Endpoint Security Clients

In This Section:
Automatic Deployment Overview .................................................................................54
Working with component Packages for Export...........................................................58
Advanced Package Settings .........................................................................................61
Local Deployment Options ...........................................................................................62
Installing the Client Using the CLI ...............................................................................63
Seeing the Deployment Status .....................................................................................64
Deploying Mac Clients ..................................................................................................64
Upgrading Endpoint Security Clients ..........................................................................65
Upgrading Legacy Clients ............................................................................................67
Troubleshooting the Installation..................................................................................70
Uninstalling the Client on Windows .............................................................................71
Configuring Logging .....................................................................................................72

This chapter contains information and procedures for deploying Endpoint Security clients to
endpoint computers.
• For clients on Windows, you can use one of these deployment strategies:
• Automatic (recommended) - Use Deployment rules to automatically download and install
pre-configured packages on endpoint computers. Define deployment rules and manage
deployments using SmartEndpoint. See the status of all deployments in the Reporting tab.
See Automatic Deployment Overview (on page 54)
• Manual - Export component packages from the Endpoint Security Management Server to
endpoint clients using third party deployment software, a shared network path, email or
other method. You can only see the deployment status after the package is successfully
installed. See Working with component Packages for Export (on page 58).
• For clients on Mac, see Deploying Mac Clients (on page 64).

Automatic Deployment Overview

When you deploy Endpoint Security clients with automatic deployment, we recommend that you
install two deployment packages on endpoint clients:
1. Initial Client -This package includes the Endpoint Agent that communicates with the Endpoint
Security Management Server. This must be distributed manually through an exported
package.
2. Endpoint Security Component Package - This package includes the specified components to
be installed on the endpoint client. It can be distributed automatically with Deployment rules.
For manual deployment and upgrades, install the Endpoint Security Component Package. Do not
install the Initial Client first.
You can configure the policies for the components before or after you deploy the component
package.

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 Deploying Endpoint Security Clients

Important - The name of client packages must stay [Link].

Getting the Initial Client Packages

The Initial Client is for 32-bit and 64-bit computers.

To get the Initial Client with SmartEndpoint:

1. In SmartEndpoint, open the Deployment tab.
2. Under Initial Client, click Download.
The Package download configuration window opens.
3. Optional: To add users who install this package to a Virtual Group, click the arrow to expand
Virtual Group.
• Choose Select Virtual Group. Endpoints installed with the exported package will
automatically be added to it.
• Select a Virtual Group or click Add New to create a new group.
4. For upgrades from R73: Click the arrow to expand R73 Client Upgrade.
a) Select Support R73 client upgrade.
b) Optional: To upgrade without user input, select Silent Upgrade. If this is not selected, users
are prompted to upgrade.
c) Optional: To force reboot after a silent upgrade, select Force reboot. If this is not selected,
users are asked to reboot.
d) Enter Legacy upgrade passwords if relevant for Secure Access and Full Disk Encryption
EW.
5. Click Download.
6. In the Save Location, right-click and select New > Folder. Give the folder a name that
describes the package contents, such as 'Initial Client.
7. Click OK.
The Endpoint Security Management Server downloads the package from the internet and saves
it to the specified folder.

To get the Initial Client from the Support Center:

1. Create a folder for the Initial Client on your local computer.
2. Go the Support Center ([Link] Web site.
3. Search for Endpoint Security Management Server.
4. In the Version filter section, select the latest supported client version
[Link]
5. Download Endpoint Security <version> Client for Windows.
6. Create a new folder with a name that describes the package contents, such as 'Initial Client.
7. Copy [Link] to the folder.

Deploying the Initial Client

You can get the Initial Client from SmartEndpoint, the distribution media, or download an Endpoint
Security client from the Support Center. If you do not get the Initial Client from SmartEndpoint,

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you must give endpoint users the Endpoint Security Management Server host name or IP address.
They enter this information to connect to the Endpoint Security Management Server manually.
You can use third-party deployment software to deploy the Initial Client to endpoint computers.
The MSI package can be run manually by users or silently by a third party deployment tool.
For new client installations with automatic software deployment, use the [Link] Initial Client.
For upgrades from E80.x and higher, use a complete software package, not the Initial Client.
To upgrade legacy R73 clients, use the [Link] Initial Client, which unlocks legacy files
using a predefined uninstallation password. It then continues to install the Initial Client package.

Deploying the Endpoint Security Component Package with

Deployment Rules
Deployment rules let you manage Endpoint Security Component Package deployment and updates
using SmartEndpoint. The Default Policy rule applies to all endpoint clients for which no other
rule in the Rule Base applies. You can change the default policy as necessary.
You can define more rules to customize the deployment of components to groups of endpoint
computers with different criteria, such as:
• Specified Organizational Units (OUs) and Active Directory nodes
• Specified computers
• Specified Endpoint Security Virtual Groups, such as the predefined Virtual Groups (“All
Laptops”, “All Desktops”, and others.). You can also define your own Virtual Groups.
You must install an Initial Client on endpoint computers before you can deploy components with
automatic software deployment.

Creating New Deployment Rules

To create new rules for automatic Deployment:
1. Click the Deployment tab and select Deployment Rules.
2. Click the Create Rule icon.
The Create Rule Wizard opens.
3. In the Select Entities window, select an entity (OU, Virtual Group, or Computer). Double-click
the node to show the items contained in that node.
4. Click Next.
5. In the Change Rule Action Settings window,
a) Click the action.
b) Select a package version or click Manage Client Versions to upload a different client
version from in the Packages Repository.
c) Select components to install and clear components that are not to be installed with this
rule.
6. Click Next.
7. In the Name and Comment window, enter a unique name for this rule and an optional
comment.
8. Click Finish to add the rule to the Deployment Rules.
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9. Click Save.
10. Install the policy.

Example Deployment Rules for Virtual Groups

You can deploy Endpoint Security components to Endpoint Security clients according to Virtual
Groups.
This example shows Software Deployment Rules that specify the components to be deployed to
the All Laptops and All Desktops Virtual Groups.
Read the comments in the rules.

No Name Applies to Actions Comment

-
Software
Deployment
Default Deployment Default Software
Entire Do Not install
Deployment settings for
Organization
the entire organization

- 2 more rules
1 Deployment to Desktops
All Desktops Endpoint Client Version 80.88.4122
\Virtual Groups
Selected blades

2 Deployment to laptops Same as desktop plus Full

All Laptops Endpoint Client Version 80.88.4122
Disk Encryption and
\Virtual Groups Endpoint Security VPN
Selected blades

Changing Existing Deployment Rules

To edit rules for automatic Deployment:
1. Click the Deployment tab and select Deployment Rules.
2. Select a rule.
3. From most columns, right click to get these options:
• Clone Rule - Make a new rule with the same contents.
• Delete Rule - Delete the rule.
• Download Package - Download the package for export. This includes the Initial Client and
Endpoint Security Component Package.
4. To change the name, Double-click the Name cell and enter a different name.
5. To change an Applies To parameter, right click an entity and select an option:
• Add new entity to this rule - Select an entity from the tree to add to the rule.
• Remove entity from this rule - Select an entity to delete.
• Navigate to item - Go to the selected entity in the Users and Computers tab.
• Add to Virtual Group - Add the selected entity to a Virtual Group.

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6. In the Actions column:

• Select a package version or click Manage Client Versions to upload a different client
version from in the Packages Repository.
• Select components to install and clear components that are not to be installed with this
rule.
7. On the toolbar, click Save.
8. Install the policy.

Installing Packages on Clients with Deployment

After the Initial Client is successfully deployed and you have Deployment rules, install Endpoint
Security Component Packages easily from SmartEndpoint.
Edit the Client Settings rules to change client installation settings.

To install Endpoint Security Component Packages on endpoint computers:

1. On the Deployment tab, click Install.
2. If prompted, click Save to save the rules.
3. Select the Rules to install and then click Install.

To make sure that a rule does not install:

Right-click in the Actions column of a Deployment rule and select Do not install.

Working with component Packages for Export

You can deploy an exported Endpoint Security Component Package to endpoint clients with
third-party deployment software. When you create an Endpoint Security Component Package for
export, the Initial Client is usually included in the package, and not installed first.
The procedure for creating a component package is almost the same as for defining a Deployment
Rule. You select different sets of components for Desktop computers and laptops in a package.
The package installation program automatically detects the computer type and installs the
applicable components.

To create or change a component package for export:

1. In the Deployment tab, select Packages for Export.
2. To add a new package, click Add Package.
The new package shows at the bottom of the list.
3. Double-click the Name cell in the applicable package and enter a package name.
4. Optional: Double-click the Version cell and select a different Endpoint Client version from the
list.
You can select Manage Client Versions, to add more package versions to the repository.
5. Click the Desktop Blades and Laptop Blades cells and then select the components to include
in each package.
6. Optional: In the Settings column select a Virtual Group or create a new one. Users who install
this package will automatically be put in this Virtual Group.

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7. Optional: In the Settings column, if you defined a Remote Access VPN component, right-click
the VPN setting and do one of these actions:
 Select a predefined VPN site from the list.
 Use a local VPN settings file
 Add a new VPN site
8. If you are upgrading legacy Endpoint Security release, in the Settings column:
• Double-click the legacy upgrade option and select Support client pre-install upgrade.
• Select Silent mode active or Silent mode not active.
• Select the Legacy Secure Access option and click Configure Upgrade Password to enter
and confirm the password.
• Select the Legacy Full Disk Encryption EW option and click Configure Upgrade Password
to enter and confirm the applicable passwords.
9. In the Software Deployment Rules window, click Save.
To delete an existing package definition, select the package Name and click Remove.

Defining the Default VPN Site

When you use an exported package, you can configure each component package to connect to a
default VPN site. You do this by changing the VPN site definition in the Settings cell.
You cannot configure a default VPN site with automatic Deployment. To distribute a defined VPN
site with Deployment, you can:
• Use Deployment to distribute an Endpoint Security Component Package without Remote
Access VPN.
• Create a package for export that includes only Remote Access VPN and distribute it
manually.
By default, a new package uses the No VPN site defined setting.

To define the default VPN site:

1. Select a package. Make sure it includes Remote Access VPN in the Actions column > Selected
blades.
2. Select Advanced Package Settings > VPN Client Settings from the navigation tree.
3. Click New to create a new site or Edit to change the details of a site. Enter:
• Display name - The name users see when they connect to the VPN.
• Site address - The IP address of the site.
• Authentication method - How users authenticate to the VPN. Make sure that users have all
required information and hardware, if required.
This line can contain the No VPN site defined item or a predefined VPN site.
4. In the Deployment Rules window, click Save.

Exporting Packages
On Windows 8.1 and higher clients, you must install an exported package with Run as
administrator selected. You cannot install it with a double-click.
1. In the Packages for Export window, select a package.
2. Click Download Package.

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3. In the Export Package window:

a) Select the platform versions (32/64 bit) to export for laptops and desktops.
b) Click Download.
4. Click OK.
5. Select a location to save the files.
The package [Link] and/or [Link] files are downloaded to the specified path. A
different folder is automatically created for each option selected in step 3a.
6. Send the [Link] and [Link] files to endpoint users. Endpoint users manually
install the packages. They must use Administrator privileges.
You can also use third party deployment software, a shared network path, email, or some
other method.

Endpoint Security Client Packages

Endpoint Security Client download packages contain the components to be installed on Endpoint
Security clients. There are different packages for 32-bit and 64-bit Windows platforms.
There are a number of client packages available for each client release. Each package contains a
different permutation of components. Choose the package that you want to install on the clients.
When you download the packages to the Endpoint Security Management Server, they are stored by
default at $FWDIR/conf/SMC_Files/uepm/msi
These are the client packages. Some may not be available for your client release:

Directory Package
Master_FULL_E1
Complete Endpoint Security Client for 32-bit
systems
Master_FULL_E1_x64
Complete Endpoint Security Client for 64-bit
systems
Master_FULL_NO_NP
Complete Endpoint Security Client without
Anti-Malware for 32-bit systems
Master_FULL_NO_NP_x64
Complete Endpoint Security Client without
Anti-Malware for 64-bit systems
Master_SBA
SandBlast Agent Client for 32-bit systems
Master_SBA_x64
SandBlast Agent Client for 64-bit systems
Master_ENCRYPTION
Full Disk Encryption and Media Encryption & Port
Protection client for 32-bit systems
Master_ENCRYPTION_x64
Full Disk Encryption and Media Encryption & Port
Protection client for 64-bit systems
NEWDA
Initial client
This is a very thin client without any component.
Used for software deployment purposes.

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Master_TP
Threat Prevention Client for 32-bit systems:
• Desktop Firewall and Application Control
• Anti-Malware
• Forensics and Anti-Ransomware
• Anti-Bot
• Threat Emulation
• Compliance
Master_TP_x64
Threat Prevention Client for 64-bit systems:
• Desktop Firewall and Application Control
• Anti-Malware
• Forensics and Anti-Ransomware
• Anti-Bot
• Threat Emulation
• Compliance

Advanced Package Settings

This section includes advanced package settings:
• Configuring VPN sites
• Uploading and removing package versions from the package repository
• Selecting a file signing method for MSI files that will be deployed using an external distribution
system

Defining a VPN Site

You can configure Endpoint Security clients to connect to a default VPN site. This is useful if your
organization has an option to connect through VPNs, especially on laptops. You must include a
VPN component in the components Package to connect to the VPN site.

To configure a client package with a default VPN site:

1. In the Deployment tab, go to Advanced Package Settings > VPN Client Settings.
2. Click New.
3. In the Endpoint Secure Configuration window, enter the VPN Site details:
• Display Name - Unique name for this VPN site
• Site address - Site IP address
4. Select an Authentication Method from the list:
• Username-password - Endpoint users authenticate using their VPN user name and
password
• CAPI certificate - Endpoint users authenticate using the applicable certificate
• P12 certificate - Endpoint users authenticate using the applicable certificate
• SecurID KeyFob - Endpoint users authenticate using a KeyFob hard token
• SecurID PinPad -Endpoint users authenticate using the an SDTID token file and PIN
• Challenge-response - Endpoint users authenticate using an administrator supplied
response string in response to the challenge prompt.

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5. Click OK.

Package Repository
Use the Package Repository to upload new client versions to the Endpoint Security Management
Server.

To upload a client package to the repository:

1. In a Deployment rule, in the Actions column, click Endpoint Client Version and select Manage
Client Versions.
2. Click an option:
• Load the latest supported client version from the internet - Downloads the most recent
file from Check Point servers.
• Load a folder containing client installers - Select a folder that contains MSI packages from
your network.
• Load client installer file - Select a single MSI file to upload
• Delete package - Select a package to delete and click this. Select Save. If a package is in
use, a message shows that you cannot delete it.

Configuring Software Signatures

You can make sure that endpoints in your organization receive the correct client package by
adding a signature to that package. The Endpoint Security Management Server keeps the
certificate in the specified folder.
By default, the client uses an internal signature to authenticate.

To create a custom signature:

1. Open the Deployment tab > Advanced Package Settings > Software Signature page.
2. In the Certificate Settings area select one of these file signing methods:
• None
• Internal
• Custom
If you select custom, do these steps:
a) Click Browse and get the certificate (P12 file).
b) Enter a name and password for the certificate.
The certificate is created on the Endpoint Security Management Server.
c) Send the p12 file to client computers before you install the client package.

Local Deployment Options

When you use Automatic Deployment, you can configure clients to use local storage to upgrade
Endpoint Security clients. This lets administrators use Automatic Deployment, without the need
for each Endpoint Security client to download a package from the Endpoint Security Management
Server.

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To set up such a deployment, you must:

• Upload the packages to the Endpoint Security Management Server.
• Create a Deployment rule with the package version selected.
• Configure a Common Client Settings rule to allow deployment from local paths or URLs.
• Upload the packages to the defined local storage paths or URLs.
This is only supported on Windows clients.
Note: If local deployment is enabled for a client, the administrator can still choose whether clients
try to download packages from the Endpoint Security Management Server if packages are not
found in local storage. This option is called: Enable Deployment from server when no MSI was
found in local paths.

To enable Deployment with a locally stored package:

1. Upload each package to the Package Repository of the Endpoint Security Management Server.
2. Put the same packages in local storage location on client computers, for example
C:\TEMP\EPS\32bit\[Link].
3. Go to the Policy tab of SmartEndpoint > Client Settings rule.
4. In the Deployment Locations action, select Enable deployments from local paths or URLs. You
can also Clone the action.
5. Double-click the action.
The Deployment Locations window opens.
6. Make sure that Allow to install software deployment packages from… is selected.
7. Optional: Select Enable Deployment from Server when no MSI was found in local paths or
URLs. When selected, if no MSI file is in the local paths or URLs, the client checks the
Endpoint Security Management Server for packages.
8. Click Add item and select the Package Location to add paths for packages located on client
computers. Select if each package is for 32 bit or 64 bit computers.
9. Click OK.
10. In the Deployment tab, create or edit a Deployment rule to use the package Version and
assign it to computers.
11. Click Save.
12. Install Policy to deploy the rule to clients.

Note - If the version of the Endpoint Security client in the Deployment rule and in the local
file path is not the same, the client is not deployed.

If the version on the server and in the local file path are not the same, an error shows.

Installing the Client Using the CLI

You can install an exported package using the CLI (run as administrator) on a client with these
commands:

Command line option Description

msiexec /i [Link] Do a fresh installation of the exported
package

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Command line option Description

[Link] /i [Link] REINSTALL=ALL Reinstall all installed components
REINSTALLMODE=ocmusv using the exported package
msiexec /i [Link] Add or remove components using the
/qb! REINSTALL=DUMMY REINSTALLMODE=vomus exported package
msiexec /i [Link] Upgrade using the specified exported
package. This package must include
the same components that are
presently installed.

You can add a parameter to enable the Fast Initial Encryption mode, for encryption of only Used
Space (not Free Space) on the disk. For details, see sk102026
[Link]

Logging Options
To create logs, do one of the following steps:
• Add /l*v <path to log file> to any of the command lines above.
• Add logging instructions to the Windows registry:
Item Description
Key HKEY_LOCAL_MACHINE\Software\Policies\Microsoft\Windows\Installer

Reg_SZ Logging
Value voicewarmup

Windows generates the log file in the %TEMP% directory, and names it MSI****.LOG.

Seeing the Deployment Status

To see the component deployment status:
1. Go to the Reporting tab.
2. Select Deployment from the tree.
3. Select one of the Deployment status reports.

Deploying Mac Clients

Client packages for Mac clients must be distributed manually and do not use Deployment.

To get the mac client package:

1. In the Deployment tab, under Mac Client, click Download.
2. In the window that opens, select which components to include in the package and click
Download.
If more than one version is in the Package repository, select a client to download.
3. Optional: If Remote Access VPN is part of the package, you can configure a VPN site.
4. Select the location to save the package.

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The package starts to download.

5. The package, Endpoint_Security_Installer.zip shows in the configured location. This is the file
that you distribute to endpoint users.

To distribute the Mac client package:

Use a third party distribution method to distribute the Endpoint_Security_Installer.zip file to
endpoint users.

To install the Mac client package on client computers:

1. Double-click the ZIP file to expand it.
2. Click the APP file that shows next to the zip file.
The Check Point Endpoint Security Installer opens.
3. Click Install.
4. Enter a Name and Password to authorize the installation.
5. Click OK.
Wait while package installs.
6. A message shows that the package installed successfully or failed for a specified reason. Click
Close.
If the installation was successful, the Endpoint Security icon shows in the menu bar.

Uninstalling the Client on Mac

To uninstall the Endpoint Security client on Mac computers:
1. Open a terminal window.
2. Run:
sudo "/Library/Application Support/Checkpoint/Endpoint
Security/[Link]"
If the Endpoint Security client was encrypted, the uninstall script first prompts for a reboot so
that the volumes can be decrypted. After decryption, the script continues to uninstall the client.
After you uninstall the Endpoint Security client, you must reset the computer through
SmartEndpoint on the Security Management Server. See Resetting a Computer
[Link]
y_AdminGuide/[Link]#o90967.
Note - We recommend that you run the database backup on a daily basis.

Upgrading Endpoint Security Clients

This section includes procedure for upgrading endpoint clients:
You can upgrade to E80.x clients and higher from earlier versions of E80.x clients with these
requirements:
• You must upgrade both the Initial Client and the Endpoint Security Component Package at the
same time. You cannot upgrade the Initial Client by itself.
• During the upgrade you cannot remove the Full Disk Encryption component.

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• You can change all other components and all component configuration settings.

Client upgrade workflow:

1. Make sure that the clients are connected to an Endpoint Security Management Server of the
higher version.
2. Get a complete package with Initial Client and the Endpoint Security Component Package. Get
this from the Deployment tab in one of these ways:
• Download a package from the Packages for Export window.
• In the Deployment Rules window, right-click in a rule and select Download Package. This
includes the Initial Client and Endpoint Security Component Package.
3. Deploy the package.

Upgrading with Deployment Rules

The Client Settings Policy controls if users can postpone an upgrade installation or if the upgrade
is installed on clients immediately. You can configure the settings in the Client Settings Policy.
Edit the Default installation and upgrade settings.

To upgrade clients with Deployment Assignments:

1. In the Deployment tab, select a rule and change its Endpoint Client Version in the Client
Version column.
All computers are assigned to that Policy rule will be upgraded.
2. Optional: Change who the rule applies to in the Applies To column.
3. Select File > Save or click the Save icon.
4. Select File > Install Policies or click the Install Policies icon.
5. The Endpoint Agent on each assigned client downloads the new package. The client
installation starts based on the settings in the Client Settings policy rule. You can configure:
• If the Client Settings policy forces installation and automatically restarts without user
notification.
• If the Endpoint Agent sends a message to the user that an installation is ready and gives
the user a chance to postpone the installation or save work and install immediately.
6. The Endpoint Agent installs the new client.
If the user does not click Install now, installation starts automatically after a timeout.
7. After installation, the Endpoint Agent reboots the computer.

Upgrading with an Exported Package

Upgrade a client to a new package that includes the same components as it has now. Add and
remove components after the upgraded package is installed.

To upgrade clients with an exported package:

1. In the Deployment tab, go to Packages for Export.
2. select a package and click Upgrade Profile.
A message opens that shows if an update is available.
3. Click Yes to confirm that you want to upgrade the profile.

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4. In the Export Package window:

a) Select the platform versions (32/64 bit) to export for laptops and desktops.
b) Enter or browse to a destination folder.
5. Click OK.
The package [Link] and/or [Link] files are downloaded to the specified path. A
different folder is automatically created for each option selected in step 3a.
6. Send the [Link] and [Link] files to endpoint users. Endpoint users manually
install the packages. They must use Administrator privileges.
You can also use third party deployment software, a shared network path, email, or some
other method.

Gradual Upgrade
To upgrade more gradually, you can create a new deployment profile and distribute it only to
specified computers.

Note - For an exported package, save the new package in a different location than
the previous package.

When you are prepared to upgrade all clients, upgrade all deployment profiles.

Upgrading Legacy Clients

To see the supported upgrade paths, see the Release Notes for the Endpoint Security client
version to which you want to upgrade
[Link] Legacy clients are those earlier
than version E80. You must enter password information to upgrade legacy Secure Access and Full
Disk Encryption.

Offline Upgrades
During an offline upgrade, the endpoint has no connection with the Endpoint Security Management
Server. For this reason, the [Link] package delivered to the client must contain:
• All the passwords necessary to successfully uninstall legacy products
• The new client with the necessary components and policies
Offline upgrades use the [Link] file, which is automatically created in the same
directory as the MSI package.

To create an offline upgrade package:

1. On the Deployment tab, select Packages for Export from the tree.
2. Click Add.
A new package shows in the list.
3. Optional: Change the package Name and Version.
4. In the Settings column, select Support client preinstall upgrade.
5. Under Support client preinstall upgrade, make these selections as necessary:
a) Silent Mode - Choose if silent mode is active. When active, the procedure tool runs silently
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 Deploying Endpoint Security Clients

without user intervention. If silent mode is not active, users can see the GUI of the Upgrade
tool. If silent mode is active, select what happens after the upgrade:
 Force restart after upgrade.
 Prompt user to restart after upgrade.
b) Secure Access upgrade - To enable a Secure Access upgrade you must enter the
uninstallation password. Click on Legacy Secure Access upgrade not supported and select
Configure Upgrade Password.
In the Legacy Secure Access Upgrade window, select Support Legacy upgrade and enter
and confirm the uninstallation password.
c) Legacy Full Disk Encryption upgrade - To enable an upgrade from legacy Full Disk
Encryption EW, you must enter the uninstallation password. Click on Legacy Full Disk
Encryption EW upgrade not supported and select Configure Upgrade Password.
In the Legacy Full Disk Encryption EW window, select Support Legacy upgrade and enter
and confirm the uninstallation password.
6. Make sure the components in the Desktop Blades and Laptop Blades columns are correct.
7. Optional: In the Settings column, add a Virtual Group destination for the package. Click Do not
export to Virtual Group and select New.
8. Select File > Save.
9. Select the package and click Export Package.
10. In the Export Package window:
a) Select the platform versions (32/64 bit) to export for laptops and desktops.
b) Enter or browse to a destination folder.
11. Click OK.
The [Link] files are downloaded to the specified path.
12. Send the [Link] files to endpoint users. Endpoint users manually install the
packages. They must use Administrator privileges.
You can also use third party deployment software, a shared network path, email, or some
other method.

To install the offline upgrade, users must:

1. Double-click [Link].
2. Follow the on-screen instructions to install the package.

Online Upgrades
During an online upgrade the endpoint has a connection to the server. When the initial client is
installed, it connects to the server. The initial client uses the Common Client Settings that
contains uninstall passwords for legacy products.

To create a package for an Online upgrade:

1. In the Policy tab >Client Settings section, and right-click Default installation and upgrade
settings.
2. Click Edit Properties.
The Installation window opens.

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 Deploying Endpoint Security Clients

3. Click Legacy Client Uninstall Password.

4. Enter uninstall passwords for:
• Legacy Secure Access
• Legacy FDE EW
5. Click OK.
6. On the Deployment tab, select Packages for Export from the tree.
7. Click Add.
8. Add a package with Initial Client Only, with the version you require.
9. Click Export Package.
10. In the Export Package window:
a) Select the platform versions (32/64 bit) to export for laptops and desktops.
b) Enter or browse to a destination folder.
11. Click OK.
The package [Link] files are downloaded to the specified path.
12. Send the [Link] to endpoint users. Endpoint users manually install the packages. They must
use Administrator privileges.
You can also use third party deployment software, a shared network path, email, or some
other method.
After the [Link] is installed, you can add a package with Endpoint Security components. See
Upgrading with Deployment Rules (on page 66).

Upgrading Legacy Full Disk Encryption

To see the supported upgrade paths, see the Release Notes for the Endpoint Security client
version to which you want to upgrade
[Link]
Before you upgrade, make sure that encryption or decryption are not running.
You do the upgrade using the standard Endpoint Security MSI packages, which can be run
manually or through Endpoint Security software deployment.
During the upgrade:
• The client remains encrypted.
• All existing user and policy settings are discarded. Only partition keys are kept.
• Full Disk Encryption goes through the Deployment Phase

To upgrade a client package from Full Disk Encryption EW:

• If you know the Validation Password, do the procedure in Upgrading Clients (on page 65).
• If you do not know the Validation Password, do the procedure below.

To upgrade a client package from Full Disk Encryption MI or from EW without the
password:
1. In the existing MI or EW environment, create a user or user group with this name:
_allow_upgrade_
This user or group does not require permissions.

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 Deploying Endpoint Security Clients

2. Update all of the Full Disk Encryption MI or EW clients with the new user or group.
a) In the Full Disk Encryption MI or EW Management Console, go to the container that
contains all clients.
b) Right-click the object and select Properties.
c) In Properties > Software tab, select Full Disk Encryption and click Properties.
d) Expand User Group, right-click Users, and select Add Users.
e) Browse to find the _allow_upgrade_ user and select Add to Selected Users.
f) Click OK.
3. Make sure that all clients are connected to the server and receive the update after the next
heartbeat.
4. Install a new Initial Client on the legacy client computers.

To upgrade a client package from Full Disk Encryption for Mac:

Do the procedure in Upgrading Clients (on page 65).

What effect does an upgrade have on users?

• Users are instructed to use their Windows password for the first Pre-boot after the upgrade
and deployment completes.
• The Pre-boot page looks slightly different.

Do not:
• Upgrade when the disk is not fully encrypted.
• Start another upgrade before a computer is fully protected with the first upgrade.
• Uninstall the upgrade before a computer is fully protected with the upgraded version.

Troubleshooting the Installation

Administrative Privileges
Installation of Endpoint Security requires the user to have administrator privileges.
• Installing or uninstalling the client on Windows 7 and higher with active UAC (User Access
Control) requires the user to invoke the installer with the “run as administrator” option. To
enable this right-click mouse option, add the following information to the registry:
[HKEY_CLASSES_ROOT\[Link]\shell\runas\command]
@=hex(2):22,00,25,00,53,00,79,00,73,00,74,00,65,00,6d,00,52,00,6f,00,6f,00,74,
\
00,25,00,5c,00,53,00,79,00,73,00,74,00,65,00,6d,00,33,00,32,00,5c,00,6d,00,\
73,00,69,00,65,00,78,00,65,00,63,00,2e,00,65,00,78,00,65,00,22,00,20,00,2f,\
00,69,00,20,00,22,00,25,00,31,00,22,00,20,00,25,00,2a,00,00,00

• To install or uninstall using the command line, the user must have administrator privileges
(“run as administrator”).
• Microsoft packages. During installation, the 1720 error message may occur:
“Error 1720. There is a problem with this Windows Installer package.
A script required for this install to complete could not be run.
Contact your support personnel or package vendor.

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 Deploying Endpoint Security Clients

Custom action ExtractConfigs script error -2147024770, : Line 2, C…”

Microsoft suggests this solution:

Microsoft Solution Explanation
KB311269 Register the WScript object by running the wscript -regserver
command from a command prompt or from the Run option on the Start
menu.

• See also DES encryption on Windows 7 clients (on page 101)

Repairing Clients
If a client deployment fails, you can Repair the client, which installs the Endpoint Security client on
the computer again. Repair a client in one of these ways
• Run Repair from Push Operations (on page 30) in SmartEndpoint.
• Run Repair from the endpoint computer. Administrator privileges are required.

To repair an Endpoint Security client from the endpoint computer on Windows:

1. Make sure that the original [Link] and [Link] files are on the endpoint computer.
2. Go to Control Panel > Programs and Features > Uninstall or change a program.
3. Right-click Check Point Endpoint Security and select Repair.

EPS Service for VPN Connectivity

If the VPN client is unable to connect to the configured gateway, a Connectivity to the VPN server
is lost message shows. To resolve this:
1. Make sure that the Check Point Endpoint Security service (the EPS service) is up and running.
2. If this service does not exist, install it by opening a command prompt and running:
"c:\Program Files\CheckPoint\Endpoint Security\Endpoint
Connect\[Link]" -install

Uninstalling the Client on Windows

Administrator privileges are required to uninstall the client.

To uninstall the Endpoint Security client on Windows computers:

1. Make sure that the original [Link] and [Link] files are present on the endpoint
computer.
2. Go to Control Panel > Programs and Features > Uninstall or change a program.
3. Uninstall the Endpoint Security client.
4. If the client has Full Disk Encryption installed, run the Uninstall or change a program applet
again after the disk completes the decryption.
After you uninstall the Endpoint Security client, you must reset the computer through
SmartEndpoint on the Security Management Server. See Resetting a Computer (on page 44).
Note - We recommend that you run a database backup on a daily basis.

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Configuring Logging
Each Endpoint Security client sends logs to the Endpoint Security Server (Endpoint Policy Server
or Endpoint Security Management Server) to which the client is connected.
To see all collected logs together in the Logs tab of the SmartConsole Logs & Monitor view, you
must configure Log Indexing for each Endpoint Security Server in the SmartConsole.
Do this procedure for each Endpoint Security Server.

To configure Logging from one Endpoint Security Server to a different Endpoint Security
Server:
1. Open SmartConsole and connect to the Endpoint Security Management Server.
2. Open the Endpoint Security Management Server object.
3. In the tree of the window that opens, select Logs > Log Server.
4. Select Enable Log Indexing.
5. Click OK.
6. Select Menu > Install Database and install the database on all hosts.
7. Run cprestart on the Endpoint Security Management Server.

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CHAPTE R 8

Defining Endpoint Security Policies

In This Section:
Policy Rule Base Concepts...........................................................................................73
Working With Rules ......................................................................................................78
Working with Virtual Groups ........................................................................................84

Policy Rule Base Concepts

To manage the Security Policies for Endpoint Security, use the Policy tab of the SmartEndpoint
console.

The Policy tab contains the Policy Management Toolbar and the Policy Rule Base.
The Policy Rule Base contains a policy for each of the Endpoint Security components (formerly
known as a Blades). These policies enforce protections on endpoint computers.
The policy for each component is made up of rules. This shows some example of rules in the
Policy tab:

Each rule applies to a specific component, and to a specific part of the organization. Each rule has
a set of actions.
The policy for each component has a default rule that applies to the entire organization.

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 Defining Endpoint Security Policies

You can change the default rules, and add rules that apply to specific parts of the organization.
You cannot delete the default rule.

Columns of a Policy Rule Base

These are the columns in a policy rule:

Column Description
• No. Rule Number
• Name Rule Name
• Applies To The part of the organization (the entity) to which the rule applies
• Actions The configurations that apply to the Endpoint Security component
• Comment Informational fields.
• Modified On Right-click a column to select the fields to show. You can also show:
• Version • Created On
• Deployed In
• Modified By

The Policy Toolbar

The Policy tab contains the Policy Toolbar and the Policy Rule Base.
This is the Policy Toolbar:

To do this Click this

Add and delete rules
Save, refresh and install policy changes
Show only the actions that are different than
the default rule for that component
Change the order of the rules for the
component. Re-order the rules to define the
assignment priority of rules for a specific
component
Search for text and highlight it in the Endpoint
Security policy
Show the policy for a specific part of the
organization

User and Computer Rules

One user may have multiple computers. Some computers may have multiple users.

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 Defining Endpoint Security Policies

One user with multiple computers: One computer with multiple users:

The policies for some Endpoint Security components are enforced for each user. Other policies
are enforced for each computer (on page 75).
• User Rules are independent of computer the user is connected to. However, you can override
user rules using Virtual Groups for computers (on page 84).
• Computer Rules are independent of the user who is logged on to the computer.

Connected, Disconnected and Restricted Rules

Endpoint Security can enforce policy rules on computers and users based on their connection and
compliance state.
When you create a policy rule, you select the connection and compliance states for which the rule
is enforced. You can define rules with these states:
• Connected state rule is enforced when a compliant endpoint computer has a connection to the
Endpoint Security Management Server. This is the default rule for a component policy. It
applies if there is no rule for the Disconnected or Restricted states of the component. All
components have a Connected Rule.
• Disconnected state rule is enforced when an endpoint computer is not connected to the
Endpoint Security Management Server. For example, you can enforce a more restrictive policy
if users are working from home and are not protected by organizational resources. You can
define a Disconnected policy for only some of the Endpoint Security components (on page 75).
• Restricted state rule is enforced when an endpoint computer is not in compliance with the
enterprise security requirements. In this state, you usually choose to prevent users from
accessing some, if not all, network resources. You can define a Restricted policy for only some
of the Endpoint Security components (on page 75).

Rule Types for Each Endpoint Security component

The table shows if the policy for each Endpoint Security component is enforced for each user or
for each computer (the Rule Type).
The table also shows that you can define a Connected policy for all components. For some
components you can also define Disconnected and Restricted policies.
Note - Deployment Rules are defined for computers, not for users.

Component Rule Type Connected Disconnected Restricted

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 Defining Endpoint Security Policies

Component Rule Type Connected Disconnected Restricted

Full Disk Encryption Computer

Media Encryption & Port Protection User

OneCheck User Settings User

Capsule Docs User

Anti-Malware User

SandBlast Agent Anti-Ransomware,

Computer
Behavioral Guard and Forensics

SandBlast Agent Anti-Bot User

SandBlast Agent Threat Extraction,

User
Emulation and Anti-Exploit

Compliance User

URL Filtering Computer

Firewall User

Access Zones User

Application Control User

Client Settings User

Rule Entities
When you configure a rule, you specify the entities that the rule Applies To.

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 Defining Endpoint Security Policies

These are some of the entities you can specify:

• Entire Organization (the root of the organization folders)
• OUs
• Network IP ranges
• AD Groups
• Virtual Groups
• Users (for User Policies only)
• Computers (for Computer Policies only)

Protection for Servers

These components can be installed on supported servers in the same way that they are installed
on workstations:
• Anti-Malware
• Firewall
• Compliance
Important -
Application Control is not supported on all versions of Windows Server.
Do not deploy this component on clients that run operating systems that are not
supported. You can also disable it in the policy.
To disable components on operating systems that are not supported:
1. Configure a rule that disables the unsupported component.
2. Install the policy on all clients that run operating systems that do not support the
component.

If you install Anti-Malware and Firewall policies on servers, it is best for the policies to be
machine-based and not user-based. In machine-based policy, the policies assigned to the
machine have priority over the policies assigned to users who connect to the machine.
To enforce machine-based policies, we strongly recommend that you put all servers in a server
virtual group (on page 51).
For supported servers, see the Release Notes for your Endpoint Security client version
[Link]

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 Defining Endpoint Security Policies

Working With Rules

The policy for each Endpoint Security component is made up of rules.

Each component has a default rule that applies to the Entire Organization. You can change
the default rule for the component, but you cannot delete it.
For each component, you can add rules that apply to specific parts (entities) of the organization.
• To create a rule, select an existing rule and from the Policy toolbar, click Create a Rule
• To create a rule with same settings as an existing rule, right-click the rule and select Clone
Rule.
• To delete a rule, select the rule, right-click, and select Delete Rule.

Creating a Rule
For each component, you can add one or more rules that apply to specific parts (entities) of the
organization.
The new rule is added to the bottom of the policy of the component.

To create a rule:
1. Select an existing rule
2. In the Policy toolbar, click Create a Rule
The Create Rule Wizard opens.
3. On the Select Enforcement state page, select Add Rule for and select a state: Connected,
Disconnected or Restricted (on page 75).
4. Click Next.
5. On the Select Entities page, select those OUs, groups or individuals that this rule applies to.
To search for an entity: Type text in the field.
You can add multiple entities.
6. Click Next.
7. On the Change Rule Actions page, right-click the applicable actions and configure the action.
Select from a pre-defined action. To create your own, select Edit Shared Action.
8. Click Next.
9. On the Edit rule Name and comment page, enter a descriptive Name and optionally Comment.
10. Click Finish.
11. In the Policy Management Toolbar, click Install to install the policy on Endpoint Security
clients.

The Order in Which the Client Applies the Rules

If there is more than one rule for a Endpoint Security component, the Endpoint Security client
applies the rules in this order:
• First rule that applies to the user or computer in the "more rule(s)" section.
• If no rule matches the user or computer, the default rule applies.

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 Defining Endpoint Security Policies

Best Practice - Put rules for specified users or computers, in the "more rule(s)" section, above
rules for groups and containers they are members of.

Example
Read the comments in the rules.

No Name Applies to Comment

-
Firewall
Default Firewall settings for the entire This rule applies to users who do not
organization
Entire Organization belong to the OUs "Europe" or "US",
and do not belong to the AD group
"Managers".

- 2 more rules
1 Firewall rule for Europe and US Europe This rule applies to users who belong
to the OUs "Europe" and "US".
\Directories\[Link]\Example

US
\Directories\[Link]\Example

2 Firewall rule for managers This rule applies to users in the AD

Managers group "Managers" who do not belong
\Directories\[Link]\Example to the OUs "Europe" or "US".

Changing the Order in Which the Client Applies the Rules

When there is more than one rule in the "more rule(s)" section, you can change the order in which
the Client applies the rules.

To change the order in which the client applies the rules:

1. In the "more rule(s)" section, select a rule.
2. In the Policy Toolbar. use the Move Up and Move Down buttons to change the order of
the rule.
3. Click Save rule

Example
This is how the Endpoint Security client applies the rules after you change order of the rules in the
previous example policy (on page 78).
Read the comments in the rules.

N Name Applies to Comment

o
-
Firewall
Default Firewall settings for the entire This rule applies to users who do not
organization
Entire Organization belong to the OUs "Europe" or "US",
and do not belong to the AD group
"Managers".

- 2 more rules

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 Defining Endpoint Security Policies

1 Firewall rule for managers This rule applies to users in the AD

Managers group "Managers".
\Directories\[Link]\E...

2 Firewall rule for Europe and US Europe This rule applies to users who belong
to the OUs "Europe" and "US" who
\Directories\[Link]\Exampl are not in the AD group "Managers".
e

US
\Directories\[Link]\Exampl
e

Editing a Rule
You can modify a rule in the Policy Tab. You can change the:
• Name
• Entities that the rule Applies To. However, you cannot change the entities in a default rule. The
default rule applies to the Entire Organization.
• Actions - Best practice is to not change predefined actions. If you want to change a setting,
create a custom action..
• Comment

To edit name or comment of a rule:

Double-click the text in the name or comment of the rule, and modify it.

To add an entity to a rule:

1. In the Applies To column of the rule, click Add Assignment
2. Click
3. Select the entity from the organizational tree.

To remove an entity from a rule:

In the Applies To column of the rule, select the entity and click Remove

To edit an action of a rule:

If you edit an action that is used in more than one rule (a shared action), the change applies
everywhere that the rule is used.

Editing a Shared Action

You can edit an action in these ways:

Edit a Shared Action A Policy action can be used in more than one rule. That is why it is
called a Shared Action.
Important - If you edit a shared action, the change applies
everywhere the action is used. For example, if you change an action
that is used in rule A and in rule B, the change happens in both
rules.

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 Defining Endpoint Security Policies

Clone an Action If an action is used in more than one rule and you want to change
the action in one rule and not the others, clone the action. Then, use
the cloned action in one of the rules, and changed the settings of the
cloned action. You can use the cloned action in more than one rule.
Custom actions show below the predefined actions

Use a Predefined Action Many actions have more than one predefined setting You can easily
change the action by selecting a different predefined setting.

Best Practice- Do not change predefined actions. If you want to change a setting, create a custom
action.

To edit a rule action:

1. In the Policy rule, click the action.
2. Edit the action in one of these ways:
• Edit Shared Action to edit the properties of the action. Changes affect all the rules that use
the action.
• Clone Action to create a custom action.
• Select a different predefined action.

To find out where an action is used:

1. In the Policy rule, click the action.
2. Click Edit Shared Action.
3. In the Description section, look for the Wide Impact Icon
4. Click the Used in N rules link to see where the action is used.

What Happens when you Delete an Entity

If an entity is deleted - for example, an Active Directory group, user or computer - and there is a
rule for the deleted entity:
• The rule is automatically moved to a section of the component policy called Rule with no
assignments.

• The Applies To column shows Deleted Entities.

To restore a rule with a deleted entity:

1. Right-click the rule and select Restore Rule.
2. Select new entities for the rule.

Saving and Installing Policy Changes on Clients

When you create or modify a rule, you have to save it and install it before becomes available to the
Endpoint Security clients.
This lets you save changes to the Policy without immediately affecting users. It also lets you
deploy the Policy at the most convenient time, for example, at night.

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 Defining Endpoint Security Policies

The policy becomes available for endpoints to download on the next heartbeat or the next time
user logs in.

Changes to Virtual Groups

If you make changes to an object that is related to Virtual Groups, the changes are enforced
immediately. For example, if you move an object into a virtual group, the rules for that group apply
to the object immediately. However, if you change a policy that is assigned to a virtual group, the
changes to the policy only apply after you install policies.

To save a rule:
• Select a rule, and in the Policy tab, click Save rule.
or
• Select a rule, and from the File menu, select Save.

To install the Policy on Endpoint Security clients:

• In the Policy tab, click Install.
or
• From the File menu, select Install Policies.

Showing the Policy that Applies to a User or Computer

By default, the Policy tab shows default rules that apply to Entire Organization, and other rules
that apply to other entities.
You can filter the view in the Policy tab and show the Policy for a specific part of the organization.

To show the Policy for a specific part of the organization:

In the Policy tab, in the Show for area of the toolbar, type the name of a user, computer, OU, or
other entity.

If you show the Policy for a specific user, you can select the associated computer.
You cannot edit the policy when list is filtered
To restore the default view and show the entire Policy, click Clear .

Direct Assignment of Rules to Users and Computers

You can assign rules to an entity. This is called Direct Assignment. You can also see which rules
are assigned to an entity.

To assign a rule to an entity:

1. Open the Users and Computers tab.
2. In the All Organization Folders area, search for the entity
3. In the Blades area, select a component.
4. In the Rule area, review the rule that is assigned to the entity for this component.
5. To change the rule specifically for the entity, click Edit rule.
6. In the Edit Specific Rule page, select Differentiate <name of entity>.

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 Defining Endpoint Security Policies

7. Click Next.
8. In the Change rule action settings page, Select the actions you want to change, and change
the settings.
9. Click Next.
10. In the Enter rule name and comment page, add the details.
11. Click Finish.
12. Click Save (on page 81).
Review the rule that is assigned to the entity for this component. Notice that Inherited From
shows Direct Assignment. In the Policy tab, you can see the new component rule for the entity.

To remove direct assignment from an entity:

1. Open the Users and Computers tab.
2. In the All Organization Folders area, search for the entity
3. In the Blades area, select a component.
4. In the Rule area, review the rule that is assigned to the entity for this component. Inherited
From shows Direct Assignment.
5. Click Remove Direct Assignment.
6. Click Yes.
Review the rule that is assigned to the entity for this component. Notice that Inherited From
shows Entire Organization. In the Policy tab, the component rule for the entity has been deleted.

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 Defining Endpoint Security Policies

Working with Virtual Groups

You can assign Policy rules to groups.
Groups can contain users and computers.
• A user or a computer can belong to multiple virtual groups
• Only computer can be added to Computer virtual groups
For each Endpoint Security component, only one rule can be assigned to a user or computer.
Therefore, if a user belongs to more than one group, with a different rules assigned to each group,
the Endpoint Security Management Server applies the first rule that matches the user or
computer (on page 78).

Active Directory Groups and Virtual Groups

You can use these types of groups in SmartEndpoint:
• Active Directory group - These are synchronized automatically from Active Directory using the
Directory Scanner. You cannot modify an Active Directory group.
• Virtual group - Create these in SmartEndpoint or use one of the predefined virtual groups.
There are two types of virtual group:
• Virtual Group – Can contain users and computers.
• Computer Group – Can contain only computers.
Virtual Groups work like Active Directory groups. You can:
• Create groups and then add objects to the groups automatically or manually.
• Assign policies to virtual groups or users.
• Put objects into more than one group.
• Select which policies have priority for endpoints that belong to more than one virtual group.

Why Use Virtual Groups

You may want to use Virtual Groups if you are:
• Using Active Directory but do not want to use it for Endpoint Security. For example:
• Different administrators manage the Active Directory and Endpoint Security.
• Your Endpoint Security requirements are more complex than the Active Directory groups.
For example, you want different groups for laptop and desktop computers.
• Using a non-Active Directory LDAP tool.
• Working without LDAP.
• Creating computer-based policies for Endpoint Security components that normally support
only user-based Policies.

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 Defining Endpoint Security Policies

Prerequisites for Using virtual groups

Important - To manage users with a virtual group, you must do one of these steps:
• Use Full Disk Encryption and enable User Acquisition (on page 116).
• Import objects into Endpoint Security with the Active Directory Scanner.
Afterwards you can move them between virtual groups manually.

Predefined Virtual Groups

Users and computers with Endpoint Agent installed are automatically assigned to these
predefined virtual groups:
• All Laptops
• All Desktops
• All Servers
• All Mac OS X Desktops
• All Mac OS X Laptops
• All Windows Desktops
• All Windows Laptops
• Capsule Docs external users - Users that are not part of the organization's Active Directory
but are registered on the Endpoint Security Management Server as an external user (on page
176). These are typically users who are not part of the organization, but must be able to view
documents which originated in the organization.
• Capsule Docs internal users - Users that are part of the organization's Active Directory.
The users and computers can be added to another virtual group, or removed from a virtual group
and added to another virtual group.
If you add objects to a virtual group with an installation package (on page 53), the objects are not
automatically put into these virtual groups. You must do so manually.

Managing Virtual Groups

Work with virtual groups in the Virtual Group branch of the Users and Computers tree.
When you create a new virtual group, you set the group type, which you cannot change. Changes to
a virtual group are saved automatically and installed immediately on the Endpoint Security clients.
• A user or a computer can belong to multiple virtual groups
• Only computers can be added to Computer virtual groups
• You can copy users and computers to other virtual groups.
• You can remove users and computers from a virtual group
• You can copy Active Directory users, computers and members of Active Directory groups to a
virtual group.
Assign the Virtual Groups in a Policy rule, as for any other entity.

To create a new virtual group:

1. In the Users and Computers tree, click Global Actions > New Virtual Group.
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 Defining Endpoint Security Policies

2. In the New Virtual Group window:

• Enter a name for the group.
• Optional: Enter a Comment.
• Select Virtual Group or Computer Group.
3. Click Next.
4. In the Select Entities window, select the members of the group.
5. Click Finish.

To add computers and users from Active Directory to a Virtual Group:

1. Right-click an OU on the Directories branch of the Users and Computers tree.
2. Select Add content to Virtual Group.
3. Select a Virtual Group and click OK.
All users and computers in the specified OU are added to the Virtual Group.
If select one of the default Virtual Groups, only those users and computers applicable to that
group are added. For example, if you select the All Laptops Virtual Group, only laptops
computers and their users are added to the group.

To copy a user or computer to another virtual group:

1. Right-click the user, computer or Active Directory group.
2. Select Add to Virtual Group.
3. Select the destination virtual group.
The source object becomes a member of the destination group while remaining a member of the
source group.

To remove a user or computer from a virtual group:

1. Right-click the user or computer.
2. Select Remove from Virtual Group.

Using a Computer Group in a User-Based Policy

You can assign a rule to a Virtual Group, as you can for any other entity.
This example shows how to use a Computer Group in the Media Encryption & Port Protection
Policy, which is user-based.
Best Practice - In a component policy that is user-based, put computer group rules above user
rules in the "more rule(s)" section
Read the comments in the rules.

No Name Applies to Comment

-
Media Encryption & Port
Protection
Default Media Encryption & Port This rule applies to all users that are not
Protection settings for the entire
Entire Organization logged into computers in "Media Encryption
organization computer Group"

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 Defining Endpoint Security Policies

- 1 more rule
1 Media Encryption & Port Protection Media Encryption & Port Protection policy
Rule for "Media Encryption computer
Media Encryption rules normally apply to users, regardless of
Group" computer Group which endpoint computer they use.
\Virtual Groups However, this rule applies to computers in
"Media Encryption Computer Group"
regardless of which users are logged in to
the computer.

Example Deployment Rules for Virtual Groups

You can deploy Endpoint Security components to Endpoint Security clients according to Virtual
Groups.
This example shows Software Deployment Rules that specify the components to be deployed to
the All Laptops and All Desktops Virtual Groups.
Read the comments in the rules.

No Name Applies to Actions Comment

-
Software
Deployment
Default Deployment Default Software
Entire Do Not install
Deployment settings for
Organization
the entire organization

- 2 more rules
1 Deployment to Desktops
All Desktops Endpoint Client Version 80.88.4122
\Virtual Groups
Selected blades

2 Deployment to laptops Same as desktop plus Full

All Laptops Endpoint Client Version 80.88.4122
Disk Encryption and
\Virtual Groups Endpoint Security VPN
Selected blades

Monitoring Virtual Groups

Virtual Groups show in Reporting reports like other objects. You can create for monitoring and
other purposes. Endpoints can be members of more than one group.
For example, if you want to do a test of a new Endpoint Security upgrade, you can create a Virtual
Group that contains only those endpoints included in the test. Then you can create a report for the
deployment and activity of these endpoints.

To see activity for virtual group objects:

1. Go to the Reporting tab and select Software Deployment from the tree.
2. Click the ... button in the Endpoint List section of the Software Deployment Status pane.
3. Select Virtual Groups and then the select the virtual group that you want to see.
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 Defining Endpoint Security Policies

Endpoint Security Administration Guide R80.30 | 88

CHAPTE R 9

External Endpoint Policy Servers

In This Section:
Overview of Endpoint Policy Servers ...........................................................................89
Installing and Configuring an Endpoint Policy Server ................................................89
How do Endpoint Policy Servers Work? ......................................................................90
Configuring Policy Server Settings ..............................................................................91
Configuring an Alert for a Non-Synchronized Policy Server......................................93
Monitoring Endpoint Policy Server Activity .................................................................94

Overview of Endpoint Policy Servers

If no external Endpoint Policy Servers are configured, the Endpoint Security Management Server,
which contains an Endpoint Policy Server, manages all client requests and communication.
If you install more Endpoint Policy Servers, they manage most communication with the Endpoint
Security clients. This keeps the Endpoint Security Management Server more available for other
tasks. If you configure the Endpoint Security Management Server to behave as an Endpoint Policy
Server in addition to other Endpoint Policy Servers, the work of communication with the clients is
distributed to them all.

Installing and Configuring an Endpoint Policy Server

We recommend that you use a distributed deployment that contains external Endpoint Policy
Servers on dedicated computers.
• Install at least one Endpoint Policy Server for each remote site.
• For larger sites, install many Endpoint Policy Servers to improve performance.
An Endpoint Policy Server is a Log Server that you configure as an Endpoint Policy Server.

To install an Endpoint Policy Server:

To install Endpoint Policy Server, install a Log Server and configure it as Endpoint Policy Server.
Use the instructions in the R80.30 Installation and Upgrade Guide
[Link]
_Upgrade_Guide/html_frameset.htm.

Configuring an Endpoint Policy Server

To define a new Endpoint Policy Server:
1. In SmartEndpoint, go to Manage > Endpoint Servers.
The Endpoint Server window opens.
2. Click New.
To edit an existing server, select it from the list and click Edit.
3. Enter Server Name and IP Address.
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 External Endpoint Policy Servers

4. Select Endpoint Policy Server

5. Click Next.
6. Select an option to initiate secure trusted communication now or later:
• Initiate trusted communication (If the servers are up and able to communicate)
 Enter and confirm an Activation Key. You will enter this same key on the other servers.
 Click Initialize.
• Skip and initiate trusted communication later (If the servers are not ready to
communicate)
7. Click Next.
A warning pop-up window shows.
8. Click OK.
9. Click Finish.
The Install Database window opens.
10. Wait for the database installation to finish.
The Close button becomes available.

How do Endpoint Policy Servers Work?

External Endpoint Policy Servers decrease the load of the Endpoint Security Management Server
and reduce the bandwidth required between sites. By default, the Endpoint Security Management
Server also acts as an Endpoint Policy Server, in addition to the other Endpoint Policy Servers. The
work of communication with the Endpoint Security clients is distributed among all of them.
The Endpoint Policy Servers are located between the Endpoint Security clients and the Endpoint
Security Management Server. For most tasks, Endpoint Security clients communicate with the
Endpoint Policy Servers and the Endpoint Policy Servers communicate with the Endpoint Security
Management Server.
If there are multiple Endpoint Policy Servers in an environment, each Endpoint Security client
does an analysis to find which Endpoint Policy Server is "closest" (will be fastest for
communication) and automatically communicates with that server.

Item Description
1 Active Directory Domains
2 Endpoint Security Management Server
3 External Endpoint Policy Server
4 Enterprise workstations with Endpoint Security clients installed

The Endpoint Policy Server handles the most frequent and bandwidth-consuming communication.

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 External Endpoint Policy Servers

The Endpoint Policy Server handles these requests without forwarding them to the Endpoint
Security Management Server:
• All heartbeat and synchronization requests.
• Policy downloads
• Anti-Malware updates
• All Endpoint Security client logs (the Endpoint Policy Server is configured as Log Server by
default).

The Endpoint Policy Server sends this data to the Endpoint Security Management Server:
• All component-specific messages (which require information to be stored in the database). For
example, Full Disk Encryption recovery data.
• Monitoring data. This includes the connection state and other monitoring data for connected
clients.
• Policy Server generated messages.

Configuring Policy Server Settings

The primary aspects of working with Endpoint Policy Servers that you can configure are:
• The interval after which the clients do an analysis to choose which Endpoint Policy Server to
connect to.
• If the Endpoint Security Management Server also behaves as an Endpoint Policy Server or not.

Endpoint Policy Server Proximity Analysis

In a large network, multiple Endpoint Policy Servers can be available for an endpoint client. In
such an environment, the client does an analysis from a list of Endpoint Policy Servers to find the
server closest to it. The client sends a specified HTTP request to all Endpoint Policy Servers on the
list. The server that replies the fastest is considered to be closest.
The server list is an XML file named [Link]. It is located at
$UEPMDIR/engine/conf/ on the Endpoint Security Management Server. It contains:
• The topology of Endpoint Policy Servers on the network that Endpoint Security clients can
connect to.
• Protocols, authentication schemes, and ports for each message passed between client and
server.

How the proximity analysis works:

1. The Endpoint Security Management Server creates a list of Endpoint Policy Servers based on
the servers configured in the SmartEndpoint.
2. The Endpoint Security Management Server pushes the list to the clients.
3. The Device Agent on the client does a proximity analysis after a specified interval to find the
Endpoint Policy Server 'closest' to it. Some events in the system can also cause a new
proximity analysis. Proximity is based on the response time of a specified HTTP request sent to
all servers on the list.

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 External Endpoint Policy Servers

Note - Proximity is not based on the physical location of the server. A client in New
York will connect to the California Endpoint Policy Server if the California Endpoint
Policy Server replies before the New York Endpoint Policy Server.
4. The client tries to connect to the closest Endpoint Policy Server.
5. If a server is unavailable, the Device Agent tries the next closest server on the list until it
makes a connection.
6. Based on data contained in the shared list, the client and Endpoint Policy Server create
connection URLs.
Clients continue to connect to the closest Endpoint Policy Server until the next proximity analysis.

Note - You cannot figure which particular Endpoint Policy Servers a client should
use, only a list of servers for the client to choose from.

Configuring Endpoint Policy Server Connections

To configure Endpoint Policy Server connections:
1. From SmartEndpoint menu, select Manage > Endpoint Connection Settings.
2. Enter or select the Interval between client heartbeats (on page 20) value (Default = 60
seconds).
3. Enter or select the Client will re-evaluate the nearest Policy Server after value (default = 120
minutes).
This value is the interval, in minutes, after which endpoint clients search for the closest
available Endpoint Policy Server.
4. Optional: Select Enable Endpoint Security Management Server to be the Endpoint Policy
Server.
This option includes Endpoint Security Management Servers in the search for the closest
Endpoint Policy Server.
5. Enter or select the Client will restrict non-compliant endpoint after (on page 218) value
(default = 5 heartbeats).
6. Click OK.
7. Install policies to endpoint computers.

Enabling the Management Server to be an Endpoint Policy Server

Configure if the Endpoint Security Management Server behaves as an Endpoint Policy Server
along with the other Endpoint Policy Servers.
The default is that the Endpoint Security Management Server does behave as an Endpoint Policy
Server.

Note - If you do not explicitly enable the Endpoint Security Management Server to
behave as an Endpoint Policy Server, it is still in the proximity analysis list. If no
other Endpoint Policy Servers can reply to a client, the Endpoint Security
Management Server replies.

To configure the Endpoint Security Management Server to behave as an Endpoint Policy

Server only if all Endpoint Policy Servers do not respond:
1. In SmartEndpoint, select Manage > Endpoint Connection Settings.

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 External Endpoint Policy Servers

2. Clear Enable Endpoint Management Server to be Endpoint Policy Server.

3. Click OK.
4. Select File > Install Policies or click the Install Policies icon.

Policy Server and Management Server Communication

The communication between the Endpoint Security Management Server and the Endpoint Policy
Servers includes:
• Endpoint Policy Servers get from the Endpoint Security Management Server:
• Policies and installation packages.
• All files that it needs for synchronization.
• Endpoint Policy Servers send a heartbeat message to the Endpoint Security Management
Server at 60 second intervals.
You can change this in the $UEPMDIR/engine/conf/[Link] file on the
Endpoint Security Management Server. The property name is
[Link].
• Endpoint Policy Servers send sync messages to the Endpoint Security Management Server
when synchronization is necessary.
• Endpoint Policy Servers send Reporting events to the Endpoint Security Management Server at
60 second intervals or when there are more than 1000 events in the queue.
You can change this in the $UEPMDIR/engine/conf/[Link] file on the
Endpoint Security Management Server. The property names are:
• [Link]=1000
• [Link]=60
• Endpoint Policy Servers send all database related messages directly to the Endpoint Security
Management Server.

Notes on the First Synchronization

After you create the Endpoint Policy Server and install the policy in SmartEndpoint, the first
synchronization between the Endpoint Policy Server and Endpoint Security Management Server
occurs. During the first synchronization, the Endpoint Policy Server does not handle endpoint
requests and shows as Not Active in the Reporting tab.
The first synchronization can take a long time, based on the amount of policies and installation
packages that the Endpoint Policy Server must download from the Endpoint Security Management
Server.
When the first synchronization is complete, the Endpoint Policy Server will show as Active in the
Reporting tab.

Configuring an Alert for a Non-Synchronized Policy

Server
You can configure the Endpoint Security Management Server to send an email alert to one or more
people if one or more of the Policy Servers are not synchronized with the Endpoint Security
Management Server.

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 External Endpoint Policy Servers

It is important for all the Endpoint Policy Servers to have the same information about the Endpoint
Security Management Server, because if they are not synchronized, the environment may be in a
non-stable state.
You can configure how often the Endpoint Security Management Server sends the Policy Server
out-of-sync alert, and whether it sends an alert when the Policy Server is back in sync.

Before Configuring a Policy Server Out-of-Sync Alert

Configure an email server (on page 30).

To Configure a Policy Server Out-of-Sync Alert:

1. In SmartEndpoint, go to the Reporting tab.
2. In the Alerts section, click Policy Server out of sync.
3. Enable the alert so that it is ON.
4. Click Configure.
The Alert Configuration window opens.
5. Add one or more people who will get an email about the alert. In Add New Recipient, for each
person you want to add, type an email address and click Add.
6. Configure when an alert is sent. Select one or two of:
• Notify on alert activation - Email alert is sent when the Policy Server is out of sync.
• Notify on alert resolution - Email alert is sent when the Policy Server is back in sync.
7. Set how often the alert will be sent. In Remind every, select one of these time periods:
1 Day
1 Hour
6 Hours
3 Days
1 Week
None
8. Click OK.

Example Alert Email About Policy Server Out-of-Sync

This is an example of an alert mail that the Endpoint Security Management Server sends when an
Endpoint Policy Server becomes out-of-sync.
This is an automated message about Active Alerts from the Endpoint Security Management server.
This alert is active:
Policy Server Out of Sync Alert

Number of inactive Policy servers: 1 out of 1

The list of inactive Policy servers: [ps3 ([Link]) ]

For more information, see the Endpoint Security Management console in Reporting > Activity Reports
> Endpoint Policy Servers Status.

Monitoring Endpoint Policy Server Activity

You can see the status of Endpoint Policy Servers in the Reporting tab of SmartEndpoint.
In the Reporting tab, select Endpoint Policy Servers Status.

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 External Endpoint Policy Servers

• In the Status list, select which Endpoint Policy Servers to see:

• All.
• Only Active.
• Only Not Active.
• In the table see:
• Name - The name of the server in SmartEndpoint.
• IP Address - The IP Address entered for the server.
• DN - Its full DN name, taken from SmartConsole.
• Active - If the server is Active or Not Active. Active means that the server recently sent a
heartbeat message.
• Last Contact - When the Endpoint Security Management Server last received a heartbeat
message from it.
• Comments - Comments written for that server in Properties window.
For more detailed information, you can look at the log messages on the Endpoint Policy Server.
They are in: $UEPMDIR/logs
You can see if there are errors in the logs and resolve them if necessary.

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CHAPTE R 10

Management High Availability

In This Section:
Overview of Management High Availability .................................................................96
Configuring a Secondary Server ..................................................................................96
Synchronizing MSI Files and Drivers ...........................................................................97
Online Automatic Sync .................................................................................................98
Before Failover .............................................................................................................98
Database Migration in a High Availability Environment .............................................98
Updating the PAT Version on the Server ...................................................................99
Deleting a Server ..........................................................................................................99

Overview of Management High Availability

High Availability is redundancy and database backup for management servers. Synchronized
servers have the same policies, rules, user definitions, network objects, and system configuration
settings. The first management server installed is the primary. If the primary Security
Management Server fails, or is off line for maintenance, the secondary server takes over.
When you use Check Point Endpoint Security, the Endpoint Security Management Server is fully
integrated with the Network Security Management Server on the same computer. This means that
the Security Management High Availability solution supplies backup and redundancy for the
Network Security Management Server and the Endpoint Security Management Server databases.
Only one Secondary server is supported with Endpoint Security.
For general information about configuring and managing a High Availability environment, see
"Management High Availability" in the R80.30 Security Management Administration Guide
[Link]
ment_AdminGuide/html_frameset.htm.
Information that is different for environments with Endpoint Security is included in this guide.
Environments that include Endpoint Security require some additional steps for:
• Configuring a secondary server
• Failover
• Synchronization of MSI files and drivers

Configuring a Secondary Server

To add a secondary server for an Endpoint Security environment, you must follow the workflow
defined here. You must create communication between the servers and install the database
BEFORE you enable Endpoint Security. After the first database installation and synchronization
are completed, you enable Endpoint Security with the Endpoint Policy Management component,
and then install the database again.

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 Management High Availability

To add a secondary server and establish communication between the servers:

1. Install a new Security Management Server.
2. In SmartConsole, connect to the primary server.
3. Create a network object for the secondary server: In the Gateways & Servers tab, click the
New icon and select Network Objects > Gateways and Servers > Check Point Host.
4. In the General Properties page of the window that opens, enter a unique name and an IP
address for the server.
5. In the Management tab of the General Properties page, select Network Policy Management.
Secondary Server, Logging & Status, and Provisioning are selected automatically
DO NOT enable Endpoint Policy Management on the server.
6. Click Communication to create SIC trust between the Secondary Endpoint Security
Management Server and the Primary Endpoint Security Management Server.
7. In the window that opens enter these configuration parameters:
• One-time password (twice to confirm) - SIC Activation Key that you entered in the Check
Point Configuration Tool
• Click Initialize to create a state of trust between the Endpoint Security Management
Servers. If the trust creation fails, click Test SIC Status to see troubleshooting instructions
• If you must reset the SIC, click Reset, then reset the SIC on the Secondary server and click
Initialize
8. Click Close.
9. Click OK.
10. From the menu, select Install Database.
11. Wait for the peer initialization and the full sync with peer to finish.

To enable Endpoint Security on the secondary server:

1. After the previous procedure is completed, in SmartConsole, open the secondary server
object.
2. In the Management tab of the General Properties page, select Endpoint Policy Management.
3. Click OK.
4. Select File > Save.
5. From the menu, select Install Database.
6. Follow the steps in Synchronizing MSI Files and Drivers (on page 97).

Synchronizing MSI Files and Drivers

Each time you download a new MSI package or driver that is related to Endpoint Security, for
example, a Smart Card driver, you must synchronize these file throughout the High Availability
environment. This is not done automatically with synchronization because the files can be very
large.

To synchronize MSI packages and drivers:

1. Manually copy the MSI folder to the Standby servers.
Note: The MSI folder contains many folders with unique names. When you add a new file to a
folder on the Active server, copy this file to the same folder on the Standby server.

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 Management High Availability

a) On the Active Security Management Server, copy these folders:

$FWDIR/conf/SMC_Files/uepm/msi
b) On the Standby Security Management Server, replace theses folders with the folders that
you copied from the Active Security Management Server:
$FWDIR/conf/SMC_Files/uepm/msi
c) If necessary, manually copy the Smart Card drivers:
$FWDIR/conf/SMC_Files/uepm/DRIVERS
d) Run:
(i) cd $FWDIR/conf/SMC_Files/uepm
(ii) chmod -R u+rwx,g+rwx,o-rwx msi/ -
(iii) find msi/ -type d -exec chmod g+s {} \;
2. On the Standby Security Management Server, replace theses folders with the folders that you
copied from the Active Security Management Server:
$FWDIR/conf/SMC_Files/uepm/DRIVERS

Online Automatic Sync

In R80.10 and higher, the Endpoint Security database uses online synchronization. Online
synchronization synchronizes the Endpoint Security Management Servers each time the database
is modified.
Online synchronization is supported on Gaia servers only.

To check the status of the first synchronization:

Run this command on each server: PgOnlineSyncUtil is_initial_load_over
When the synchronization finishes, the command output is Initial load is over.

Before Failover
Whenever possible, change the Active Endpoint Security Management Server to Standby before
you change the Standby Endpoint Security Management Server to Active, and check online
synchronization status on the Secondary server and all Remote Help servers.
Notes -
• A standby Endpoint Security Management Server cannot be changed to Active until the first
synchronization of the Endpoint Security database is completed.
• While the Primary server is offline and the Secondary server is active, external Remote Help
servers do not get updates.

Database Migration in a High Availability Environment

If a High Availability configuration was exported, you must re-configure it after the import.
Best practice is to re-install all Secondary Servers and Remote Help Servers after the migrate
import procedure.

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 Management High Availability

Install new Secondary Servers and Remote Help Servers of the same version as the primary
server and synchronize all servers.

Updating the PAT Version on the Server

When you change a Standby Security Management Server to Active, the new Active Security
Management Server can have an older Policy Assignment Table (PAT) version than the clients. If
the PAT version on the server is lower than the PAT version on the client, the client will not
download policy updates.
To fix this, update the PAT number on the Active server.

To get the PAT version:

If the Active Security Management Server is available, get the last PAT version from it.
On the Active Server:
Run: uepm patver get

If the Active Security Management Server is not available, get the last PAT version from a client
that was connected to the server before it went down.
On the client computer:
1. Open the Windows registry.
2. Find HKEY_LOCAL_MACHINE\SOFTWARE\CheckPoint\EndPoint Security\Device
Agent
3. Double-click the PATVersion value.
The Edit String window opens.
4. Copy the number in the Value data field. This is the PAT version number.

To change the PAT version on the server:

1. Open a command prompt.
2. Run the Endpoint Security Management Security utility ([Link]) and set the new PAT
version:
uepm patver set <old_PAT_version_number> + 10
3. Make sure the new PAT version is set by running:
uepm patver get

Deleting a Server
You can delete a Remote Help server or a Secondary Endpoint Security Management Server.
Before you do that, make sure none of the remaining servers have connectivity to the deleted
entities.

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CHAPTE R 11

Active Directory Authentication

In This Section:
Endpoint Security Active Directory Authentication ...................................................100
Configuring Active Directory Authentication .............................................................101
UPN Suffixes and Domain Names .............................................................................104
Configuring Alternative Domain Names ...................................................................104
Troubleshooting Authentication in Server Logs .......................................................104
Troubleshooting Authentication in Client Logs.........................................................106

Endpoint Security Active Directory Authentication

When an Endpoint Security client connects to the Endpoint Security Management Server, an
authentication process identifies the endpoint client and the user currently working on that
computer.
The Endpoint Security system can function in these authentication modes:
• Unauthenticated mode - Client computers and the users on those computers are not
authenticated when they connect to the Endpoint Security Management Server. They are
trusted "by name". This operation mode is recommended for evaluation purposes only.
• Strong Authentication mode - Client computers and the users on those computers are
authenticated with the Endpoint Security Management Server when they connect to the
Endpoint Security Management Server. The authentication is done by the Active Directory
server using the industry-standard Kerberos protocol. This option is only available for
endpoints that are part of Active Directory.

The authentication process:

a) The Endpoint Security client (1) requests an authentication ticket from the Active Directory
server (2).
b) The Active Directory server sends the ticket (3) to the client (1).
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 Active Directory Authentication

c) The client sends the ticket to the Endpoint Security Management Server (4).
d) The Endpoint Security Management Server returns an acknowledgment of authentication
to the Endpoint Security client (1).
The default behavior after Security Management Server installation is Unauthenticated mode. It is
recommended that you use this mode when you are evaluating Endpoint Security, in a lab
environment. Change to Strong Authentication mode just before moving to a production
environment. It is not recommended to continue to work in Unauthenticated mode after moving to
production in a live environment.

Important - If you use Active Directory Authentication, then Full Disk Encryption and
Media Encryption & Port Protection are only supported on endpoint computers that are
part of Active Directory.
If you have endpoint computers in your environment that are not part of Active Directory,
Full Disk Encryption and Media Encryption & Port Protection will not work on them.

Configuring Active Directory Authentication

Make sure you configure Strong Authentication for your production environment. Do not set up
Strong Authentication before you are ready to move to production. When you are ready to move to
production, follow this process.

Workflow for Configuring Strong Authentication:

1. Configure the Active Directory Server for authentication.
2. Configure the Authentication Settings in SmartEndpoint.
3. Save you changes in SmartEndpoint.

Step 1 of 3: Configuring the Active Directory Server for

Authentication
Endpoint Security Strong Authentication uses the Kerberos network authentication protocol.
To enable the Active Directory server to validate the identity of clients that authenticate
themselves using Kerberos, run the [Link] command on the Active Directory Server. By
running the ktpass command, you create a user that is mapped to the ktpass service. This
creates a Principal Name for the AD server. The Principal Name must have the following format:
ServiceName/realm@REALM

Important - After you create the user that is mapped to the ktpass service, do not make
changes to the user. For example, do not change the password. If you do change the user,
the key version increases and you must update the Version Key in the New
Authentication Principal Properties window in SmartEndpoint.

To prepare the Active Directory Server for authentication:

1. On the Active Directory Server, go to C:\Windows\System32 and run [Link].
2. Go to Start > All Programs > Administrative Tools > Active Directory Users and Computers.
3. Create a domain user and clear the User must change password at next logon option.

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 Active Directory Authentication

4. Run this command to map a service to a user:

Syntax:
ktpass princ ServiceName/realm@REALM mapuser <userName>@REALM pass
<userPass> out <name of outFile>
Example:
ktpass princ tst/[Link]@[Link] mapuser auth-user@[Link] pass 123456
out [Link]
Explanations:
Syntax Example value Explanation
ServiceName tst Name of the service.
realm [Link] Domain name of the Active Directory
server. The first instance is in lower
case. The second in upper case.
<userName> auth-user The Active Directory domain user.
<userPass> 123456 Password for user.
<name of outFile> [Link] Name of the encrypted keytab file.
5. Save the console output to a text file. See the version number (vno) and encryption type
(etype).
sample output:
Targeting domain controller: [Link]
Successfully mapped tst/[Link] to auth-user.
WARNING: pType and account type do not match. This might cause problems.
Key created.
Output keytab to [Link]:
Keytab version: 0x502
keysize 74 tst/[Link]@[Link] ptype 0 (KRB5_NT_UNKNOWN) vno 7 etype 0x17
(RC4-HMAC) keylength 16 (0x32ed87bdb5fdc5e9cba88547376818d4)

Important - We recommend that you do not use DES-based encryption for the Active
Directory Domain Controller server, as it is not secure. If you choose to use DES
encryption and your environment has Windows 7 clients, see sk64300
[Link]

Notes -
• Make sure that the clock times on the Endpoint Security servers and the Kerberos
server are less than 5 minutes apart. If difference in the clock times is more than 5
minutes, a runtime exception shows and Active Directory authentication fails. On Gaia,
use NTP or a similar service.
• To use Capsule Docs with Single Sign-on, disable User Access Control on Windows
Active Directory Servers.

Step 2 of 3: Configuring Authentication Settings

Configure the settings in SmartEndpoint for client to server authentication.

Important - Use the Unauthenticated mode only for evaluation purposes. Never use
this mode for production environments. Configure the authentication settings before
moving to production.

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How the Authentication Settings are Used in Deployment Packages

When you configure client package profiles, you choose an authentication account. The SSO
Configuration details are included in the client deployment package, allowing the server to
authenticate the client.

To configure authentication settings:

1. In SmartEndpoint open Manage > Endpoints Authentication Settings.
The Authentication Settings Properties window opens.
2. Click Add.
The New Authentication Principal Properties window opens.
3. Enter the details from the output of [Link], that you configured in Step 1 of 3:
Configuring the Active Directory Server for Authentication (on page 101):

Field Description
Domain name Active Directory domain name.
For example: [Link]
Principle Name Authentication service name in the format:
ServiceName/realm@REALM
This value must match the name that was configured in Active Directory
> New Object.
For example: tst/[Link]@[Link]
Version Key Enter the version number according to the Active Directory output in the
vno field.
For example: 7
Encryption method Select the encryption method according to the Active Directory output in
the etype field.
For example: RC4-HMAC
Password Enter (and confirm) the password of the Active Directory Domain Admin
user you created for Endpoint Security use.
For example: 123456
4. Click OK.
5. When you are ready to work in Strong Authentication mode, select Work in authenticated
mode in the Authentication Settings Properties window.
6. Click OK.
Important - After turning on Strong Authentication, wait one minute before initiating
any client operations.
It will take time for the clients and the Endpoint Security Management Server to
synchronize. During this time, the environment will remain unauthenticated, and
some operations will fail. The exact amount of time depends on the synchronization
interval (on page 47).

Step 3 of 3: Save Changes

After you have finished configuring strong authentication for Active Directory, save your changes.

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 Active Directory Authentication

1. Go to the Policy tab of SmartEndpoint.

2. In the Policy Toolbar, click Save

UPN Suffixes and Domain Names

The User Principal Name (UPN) is the username in "email format" for use in Windows Active
Directory (AD). The user’s personal username is separated from a domain name by the "@" sign.
UPN suffixes are part of AD logon names. For example, if the logon name is
administrator@[Link], the part of the name to the right of the ampersand is
known as the UPN suffix. In this case [Link]
When you configure a new user account in AD, you are given the option to select a UPN suffix,
which by default will be the DNS name for your AD domain. It can be useful to have a selection of
UPN suffixes available. If your AD domain name is [Link], it might be more
convenient to assign users a UPN suffix of [Link]. To make additional UPN suffixes
available, you need to add them to AD.

Configuring Alternative Domain Names

When configuring Strong Authentication for Active Directory communication between the Endpoint
Security client and the Endpoint Security Management Server, you can configure multiple UPN
suffixes for the Active Directory domain name.

To Configure Additional UPN Suffixes for Active Directory Authentication

1. In SmartEndpoint open Manage > Endpoints Authentication Settings.
The Authentication Settings Properties window opens.
2. Click Add.
The New Authentication Principal Properties window opens.
3. In the Domain name field, enter the alternative Active Directory domain name. For example, if
the previously configured domain name is [Link] add an alternative domain name such as
[Link]
4. Configure the other fields with the same values as the previously configured authentication
settings:
• Principle Name
• Version Key
• Encryption Method
• Password
5. Click OK.
6. Save the changes. Go to the Policy tab of SmartEndpoint, and in the Policy Toolbar, click Save

Troubleshooting Authentication in Server Logs

To troubleshoot problems related to Active Directory Authentication, use the Authentication log on
the Endpoint Security Management Server or Endpoint Policy Server in
$UEPMDIR/logs/[Link].

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 Active Directory Authentication

To see full debugging information in the [Link] file on a Gaia server:

1. On the Endpoint Security server, run: export TDERROR_ALL_KERBEROS_SERVER=5.
2. Restart the Endpoint Security server. Run
uepm_stop
uepm_start

Results in [Link]

• If the [Link] file on the server shows:

ERROR: Config file contains no principals.
The database was cleaned or the process to include authentication in the client package was
faulty. To fix:
a) Repeat the process to configure authentication (on page 101).
b) Make a new client package.
c) Restart the Endpoint Security server.

• If the [Link] file on the server shows:

Permission denied in replay cache code
Restart the Endpoint Security server.

• If the [Link] file on the server shows:

Clock skew too great
• Make sure that the Endpoint Security Management Server and all clients are synchronized
with the Active Directory server.
• Make sure that in the Windows Date and Time Properties window, the Automatically adjust
clock for daylight saving changes option has the same value (selected or cleared) for all
computers in the system, including the Active Directory server.
• The following workaround is not recommended, for security reasons, but is offered if you
cannot fix the clock skew error with synchronization changes.
To ensure that authentication occurs even if the clocks of the client, the Endpoint Security
Management Server and the Active Directory server are out of synch, define an acceptable
skew. By default, the authentication clock skew is 3600 seconds. You can change the
Endpoint Security settings. In $UEPMDIR/engine/conf/[Link], add this
line:
[Link]=<seconds>, where you replace <seconds> with the
clock skew in seconds that you want to allow.

• If the [Link] file on the server shows:

Key version number for principal in key table is incorrect
Update the Key version number in the Active Directory SSO Configuration window. You might
have changed the user that is mapped to the ktpass service (on page 101).

To turn off full debugging information on the Gaia server:

1. On the Endpoint Security server, unset the debug variable:
unset TDERROR_ALL_KERBEROS_SERVER

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 Active Directory Authentication

2. Make sure that the output is empty:

echo $TDERROR_ALL_KERBEROS_SERVER
3. Restart the Endpoint Security server. Run
uepm_stop
uepm_start

Troubleshooting Authentication in Client Logs

The [Link] file for each Endpoint Security client is on the client computer at
%DADIR%/logs.
A normal log is:
[KERBEROS_CLIENT(KerberosLogger_Events)] : Credentials acquired for
John@[Link]
[KERBEROS_MESSAGE(KerberosLogger_Events)] : Message is Empty.
[KERBEROS_CLIENT(KerberosLogger_Events)] : Security context is not yet
[Link] needed.

If the [Link] file on the client shows:

No authority could be contacted for authentication.

The Endpoint Agent cannot find a Domain Controller to supply credentials. To fix this:
1. Make sure that the client is in the domain and has connectivity to your Domain Controller.
2. To authenticate with user credentials, log off and then log in again.
To authenticate with device credentials, restart the computer.

If the [Link] file on the client shows:

The specified target is unknown or unreachable.

Check the service name. Make sure that there are no typing errors and that the format is
correct. If there was an error, correct it in the Check Point Endpoint Security Management.

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CHAPTE R 12

Backup and Restore

In This Section:
Overview of Backup and Restore ...............................................................................107
Prerequisites ..............................................................................................................107
How to Back Up and Restore .....................................................................................107
Updating the PAT Version on the Server after Restore ............................................108

Overview of Backup and Restore

Endpoint Security lets you back up all security data, such as users and policy information, to one
compressed file. Using a command line migration utility, the backed-up data can be restored to an
off-line Endpoint Security Management Server.
If you have High Availability, this is usually not necessary.
The compressed package contains:
• Configuration files
• Client packages
• Certificates for client packages
• Endpoint Management database
• Security Management Server database
The migration utility:
• Only exports and imports files that are related to Check Point components installed on the
target server.
• Copies configuration files to the correct path.

Prerequisites
• The two Endpoint Security servers must have the same Endpoint Security version.
• The two Endpoint Security servers must have the same Check Point products installed.
• The offline target server must have the same IP address and hostname as the source server.
• The source and the target servers are primary Endpoint Security servers. The export and
import operations are not supported from or to a secondary server.

How to Back Up and Restore

Use the migrate utility to back up and restore Endpoint Security files. The migrate utility:
• Extracts the configuration files from the tgz.
• Copies them to the correct places.
• Restores the Endpoint Security management and Security Management Server databases.
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 Backup and Restore

To back up Endpoint Security data:

1. Open a command prompt on the source server.
2. Change directory to: $FWDIR/bin/upgrade_tools
3. Run migrate export with the path to the output (.tgz) file.
For example: ./migrate export <output_file_name>
The <output_file_name> can be the output file path. If you do not include an output file path,
the utility generates the tgz file in the $FWDIR/bin/upgrade_tools directory.
• To automatically include all client MSI packages, run:
./migrate export --include-uepm-msi-files <output_file_name>.tgz
• To export files without MSI packages, run:
./migrate export <output_file_name>.tgz

To restore Endpoint Security data:

1. Copy the tgz file from the source server to the target server.
2. Open a command prompt.
3. Change directory to: $FWDIR/bin/upgrade_tools
4. Run migrate import with the full path to the input (.tgz) file.
For example: ./migrate import <input_file_name>
To automatically include all client MSI packages, run:
./migrate import --include-uepm-msi-files <input_file_name>.tgz
To export files without MSI packages, run:
./migrate import <input_file_name>.tgz
5. When prompted, restart the target server.

Updating the PAT Version on the Server after Restore

Restoring an earlier configuration (.tgz) file to a new Endpoint Security Management Server also
restores the older Policy Assignment Table (PAT). If the PAT version on the restored server is
lower than the PAT version on the client, the client will not download policy updates.

To get the PAT version from a client connected to the server:

1. Open the Windows registry.
2. Find HKEY_LOCAL_MACHINE\SOFTWARE\CheckPoint\EndPoint Security\Device
Agent
3. Double-click the PATVersion value.
The Edit String window opens.
4. Copy the number in the Value data field. This is the PAT version number.

To change the PAT version on the server:

1. Open a command prompt.
2. Change directory to:
Gaia - $UEPMDIR/bin

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 Backup and Restore

3. Run the Endpoint Security Management Security utility ([Link]) and set the new PAT
version:
Gaia: $UEPMDIR/bin>uepm patver set <old_PAT_version_number> + 10
4. Make sure the new PAT version is set by running:
Gaia: $UEPMDIR/bin>uepm patver get

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CHAPTE R 13

Full Disk Encryption

In This Section:
Overview of Full Disk Encryption ...............................................................................110
Configuring Full Disk Encryption Policy Rules .........................................................110
Full Disk Encryption Installation and Deployment ...................................................118
Full Disk Encryption Recovery ...................................................................................121
Upgrading Full Disk Encryption .................................................................................124
Full Disk Encryption Self-Help Portal .......................................................................124
Full Disk Encryption Troubleshooting .......................................................................126

Check Point Full Disk Encryption gives you the highest level of data security. It combines boot
protection with Pre-boot authentication, and strong encryption to ensure that only authorized
users can access data stored in desktop and laptop PCs.

Overview of Full Disk Encryption

Full Disk Encryption includes two main components:
• Disk encryption - All volumes of the hard drive and hidden volumes are automatically fully
encrypted. This includes system files, temporary files, and even deleted files. There is no user
downtime because encryption occurs in the background without noticeable performance loss.
The encrypted disk is inaccessible to all unauthorized people.
• Pre-boot Protection - Users must authenticate to their computers in the Pre-boot, before the
computer boots. This prevents unauthorized access to the operating system using
authentication bypass tools at the operating system level or alternative boot media to bypass
boot protection.
Configure the settings for Full Disk Encryption in SmartEndpoint in the Policy tab > Full Disk
Encryption Rules.

Configuring Full Disk Encryption Policy Rules

For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.

Disk Encryption
These actions define if the volumes of the hard disk are encrypted or not.

Action Description
Encrypt all local hard disks All volumes of the hard disk are automatically fully encrypted.
The encrypted disk is only accessible to authorized users.

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Action Description
Do not encrypt local hard The hard disk is not encrypted, except for a small section that is
disks - Encrypt only reserved for Pre-boot authentication.
minimum volumes required
for Pre-boot

Double-click an action to edit the properties.

• Volume encryption algorithm: Full Disk Encryption can use these encryption algorithms:
• XTS-AES (256-bit) - Only available for UEFI-systems. Best practice is not to use this in
environments with both UEFI and BIOS systems, as BIOS systems will default back to
AES-CBC.
• XTS-AES (128-bit) - Only available for UEFI-systems. Best practice is not to use this in
environments with both UEFI and BIOS systems, as BIOS systems will default back to
AES-CBC.
• AES-CBC (256-bit) - Default
• Blowfish (256-bit)
• Cast (128-bit)
• 3DES (168-bit)
• What is encrypted: By default all drives that are detected after the installation and all visible
disk volumes are encrypted. IRRT devices are not encrypted.

To change the volumes and devices that are encrypted, select these options:
• To have only minimum encryption for Pre-boot protection, select Minimum volumes for
Pre-boot authentication.
• To select the exact drives that are encrypted, select Custom Volume Encryption and click
Configure Volumes.
• To encrypt volumes that are found after the initial Full Disk Encryption installation on a
computer, select Allow encryption of volumes that were detected after the initial
installation.
• To encrypt IRRT devices, select Allow protection/encryption on IRRT devices.
• To use a Self-Encrypting drive (SED), select Allow using the hardware encryption
functionality of self-encrypting drives.
Self-Encrypting drives encrypt and decrypt immediately.

Custom Disk Encryption Settings

If you select Custom Volume Encryption for the Encrypted disks and volumes setting, configure
the encryption and Pre-boot settings for each volume.

To configure the settings for each volume:

1. In the Custom Volume Encryption Settings window, click Add.
2. Select the disk number and volume number to configure.
3. To enable Pre-boot on the volume, select Pre-boot.
4. To encrypt the volume, click Encrypt.
5. Click OK.

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Self- Encrypting Drives

The disk encryption setting Allow Self-Encrypting Drives (SED) hardware functionality lets Full
Disk Encryption probe and use SED disks that comply with the OPAL standard. If a compatible
system and disk are detected, Full Disk Encryption uses the hardware encryption on the disk
instead of the traditional software encryption.
When SED encryption is in effect on a client computer, the Drive Information in the Encryption
Status of the client shows SED added to the volume name. You can see this in the Client UI and in
the Computer Details > Full Disk Encryption in SmartEndpoint.
• AES encryption is always used with SED drives.
• You cannot use custom volume encryption with SED drives. The client overrides custom
volume configuration.
• Manage SED drives in the same way as software-encrypted drives.
For SED Requirements, see the Release Notes for your Endpoint Security client version
[Link]

Authentication before Operating System (Pre-boot)

These actions define if users must authenticate in the Pre-boot before the operating system loads.
Configure the Pre-boot authentication method and other settings related to user authentication in
the OneCheck User Settings rules.

Note - Password Synchronization only works if Pre-boot authentication is enabled.

Action Description
Authenticate user before OS Users must authenticate to their computers in the Pre-boot
loads (Pre-boot) before the operating system loads.
Do not authenticate user Users authenticate to their computers only at the operating
before OS loads (disable system level.
Pre-boot) Note: This is less secure. To reduce security issues, configure
settings in Require Pre-boot if one or more of these conditions
are met.

Double-click an action to edit the properties.

If you choose Authenticate user before OS loads, you can choose to bypass Pre-boot in specified
situations:
• Bypass Pre-boot when connected to LAN - On computers that are connected to an Endpoint
Security server through Ethernet, Pre-boot is not necessary. The client automatically
authenticates securely through the network without Pre-boot. If automatic network
authentication is not possible, manual Pre-boot authentication is required. This option is
supported on UEFI and Mac computers. See Unlock on LAN Requirements in the Release
Notes for your Endpoint Security client version
[Link]
• Unlock Pre-boot user on successful OS login - If users are away from the LAN and get
locked out of Pre-boot (because of incorrect logons), they can log on the next time they are
on the LAN. When they log on to the operating system, the Pre-boot lock is unlocked.

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• Temporary Pre-boot Bypass (Wake on LAN) settings - For scenarios when you want to
temporarily bypass the Pre-boot, for example, for maintenance, see Temporary Pre-boot
Bypass (on page 113). Temporary Pre-boot Bypass reduces security.
If you choose Do not authenticate user before OS loads (disable Pre-boot), the user experience is
simpler, but it is less secure.
Instead of no Pre-boot authentication, you can use:
• Single Sign-On (SSO) together with Pre-boot Authentication.
• Pre-boot with Bypass Pre-boot when connected to LAN.
• Display Last Logged on User in Pre-boot - The username of the last logged on user shows in
the Pre-boot logon window. That user only needs to enter a password or Smart Card pin to log
in.
• Use TPM for Pre-boot integrity -This uses the TPM security chip to measure Pre-boot
components. If they are not tampered with, the TPM allows the system to boot. See sk102009
[Link] for more details.
Note: The software based hardware hash is disabled when TPM is configured.
You can also use TPM in addition to Pre-boot authentication for two-factor authentication. See
Advanced Pre-boot Settings (on page 115).
If you do choose Do not authenticate user before OS loads (disable Pre-boot) without the
precautions listed above, we recommend that you require Pre-boot authentication in some
scenarios. See Temporarily Require Pre-boot (on page 114).
Integrate with OS login- If you do not require Pre-boot you can select this to have users log in to
Windows only. It does not have the security of Pre-boot.

Temporary Pre-boot Bypass

Temporary Pre-boot Bypass lets the administrator disable Pre-boot protection temporarily, for
example, for maintenance. It was previously called Wake on LAN (WOL).
You enable and disable Temporary Pre-boot Bypass for a computer, group, or OU from the
computer or group object. The Pre-boot settings in the Full Disk Encryption policy set how
Temporary Pre-boot Bypass behaves when you enable it for a computer.
Temporary Pre-boot Bypass reduces security. Therefore use it only when necessary and for the
amount of time that is necessary. The settings in the Full Disk Encryption policy set when the
Temporary Pre-boot Bypass turns off automatically and Pre-boot protection is enabled again.
There are different types of policy configuration for Temporary Pre-boot Bypass:
• Temporary Pre-boot Bypass
• Temporary Pre-boot Bypass from a script
• Temporary Pre-boot Bypass when connected to LAN

To temporarily disable Pre-boot on a computer:

1. In the Computer Details or Node Details window, select Security Blades > Full Disk
Encryption. Or, right-click a node and select Full Disk Encryption >Disable Pre-boot
Protection.
2. Click Temporarily Disable Pre-boot.
3. Click Yes.

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The Pre-boot is enabled again when you click Revert to Policy Configuration or when the criteria
in the Temporary Pre-boot Bypass settings are met.

To configure Temporary Pre-boot Bypass settings:

1. In a Full Disk Encryption rule in the Policy, right click the Authenticate before OS loads
Pre-boot Action and select Edit Shared Action.
2. Click Temporary Pre-boot Bypass (Wake on LAN) settings.
3. Select the type of Temporary Pre-boot Bypass to allow:
• Allow Temporary Pre-boot Bypass (Wake On LAN)
• Allow bypass script. Also see Temporary Pre-boot Bypass with a Script (on page 114).
• Allow bypass when connected to LAN
4. Click the link next to the option to configure when the selected type of Temporary Pre-boot
Bypass occurs: By Demand, Once, or Weekly.
5. Select the date and time.
6. In Temporary Pre-boot Bypass duration, select when Temporary Pre-boot Bypass
functionality become disabled. You must select one or both options.
• Disable after X automatic logons - Select this to turn off the bypass after the configured
number of logins to a computer.
• Disable after X days or hours - Select this to turn off the bypass after the configured
amount of time passed.
After the number automatic logons occur or the number of days or hours expires, Temporary
Pre-boot Bypass is disabled on the client and the Pre-boot environment shows. Select a small
number so that you do not lower the security by disabling the Pre-boot for a long time.
7. Click OK.
Notes - If the mouse is moved or a key pushed on the keyboard in the Pre-boot
environment, the Temporary Pre-boot Bypass functionality is disabled.

Temporary Pre-boot Bypass with a Script

If you run scripts to do unattended maintenance or installations (for example, SCCM) you might
want the script to reboot the system and let the script continue after reboot. This requires the
script to turn off Pre-boot when the computer is rebooted. Enable this feature in the Temporary
Pre-boot Bypass Settings windows. The Temporary Pre-boot Bypass script can only run during
the timeframe configured in Temporary Pre-boot Bypass Settings.

Running a Temporary Pre-boot Bypass script

In a script you execute the [Link] utility to enable or disable Pre-boot at the next restart:
• Run: [Link] set-wol-on to enable Temporary Pre-boot Bypass.
• Run: [Link] set-wol-off to disable Temporary Pre-boot Bypass.
The above commands will fail with code 13 ( UNAUTHORIZED ) if executed outside the timeframe
specified in the policy.

Temporarily Require Pre-boot

If you do not require Pre-boot, users go straight to the Windows login. Because this makes the
computer less secure, we recommend that you require Pre-boot authentication in some
scenarios.
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 Full Disk Encryption

To temporarily require Pre-boot:

1. In a Full Disk Encryption rule in the Policy, right click the Do not authenticate before OS loads
Pre-boot Action and select Edit Properties.
2. Configure these options to Require Pre-boot authentication if one or more of these
conditions are met:
• More than X failed logon attempts were made - If a user's failed logon attempts exceed
the number of tries specified, Pre-boot is required. The computer automatically reboots
and the user must authenticate in Pre-boot.
• The hard disk is not used by the original computer (hardware Hash) - If selected, the
client generates a hardware hash from identification data found in the BIOS and on the
CPU. If the hard drive is stolen and put in a different computer, the hash will be incorrect
and Pre-boot is required. The computer reboots automatically, and the user must
authenticate in Pre-boot.
Warning: Clear this option before you upgrade BIOS firmware or replace hardware. After
the upgrade, the hardware hash is automatically updated to match the new configuration.
• The computer cannot reach any of the configured locations - Requires Pre-boot when
Location Awareness requirements are not filled. If you select this, configure the locations
that the computer tries to reach in the list below.
3. Before Pre-boot authentication is required, show this message - Enter a message to display
to the user if a configured condition is met and Pre-boot is required. For example, to call the
Help Desk if the Pre-boot window opens.
4. Click Use TPM for Pre-boot integrity to use the TPM security chip available on many PCs
during pre-boot in conjunction with password authentication or Dynamic Token authentication.
The TPM measures Pre-boot components and combines this with the configured
authentication method to decrypt the disks. If Pre-boot components are not tampered with, the
TPM lets the system boot. See sk102009
[Link] for more details.

Advanced Pre-boot Settings

You can set these Pre-boot Environment Permissions in the properties of the Pre-boot Protection
action in a Full Disk Encryption policy rule. The hardware related setting are only for systems with
BIOS firmware and do not affect systems with UEFI.

Note - These permissions are also in the Pre-boot Customization Menu on client
computers. To open the Pre-boot Customization Menu:
• On BIOS systems - Press both shift keys on a client computer while Full Disk
Encryption loads during the start up.
• On UEFI systems - Press the Ctrl and Space key on the computer keyboard.
Permission Notes
Enable USB device in Select to use a device that connects to a USB port. If you use a USB
Pre-boot Smart Card you must have this enabled. If you do not use USB Smart
environment Cards, you might need this enabled to use a mouse and keyboard during
(BIOS only) Pre-boot.
Enable PCMCIA Enables the PCMCIA Smart Card reader. If you use Smart Cards that
(BIOS only) require this, make sure it is enabled.

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Permission Notes
Enable mouse in Lets you use a mouse in the Pre-boot environment.
Pre-boot
environment
(BIOS only)
Allow low graphics Select to display the Pre-boot environment in low-graphics mode.
mode in Pre-boot
environment
(BIOS only)
Maximum number of • If active, specify the maximum number of failed logons allowed before
failed logons allowed a reboot takes place.
before reboot
• This setting does not apply to smart cards. Smartcards have their own
thresholds for failed logons.
Verification text for a Select to notify the user that the logon has been successful, halting the
successful logon will boot-up process of the computer for the number of seconds that you
be displayed for specify in the Seconds field.
Allow hibernation Select to allow the client to be put into hibernation and to write memory
and crash dumps dumps. This enables Full Disk Encryption protection when the computer
is in hibernation mode.
Note: hibernation must be enabled in Windows for this option to apply. All
volumes marked for encryption must be encrypted before Full Disk
Encryption permits the computer to hibernate.
Enable TPM two Select to use the TPM security chip available on many PCs during
factor authentication pre-boot in conjunction with password authentication or Dynamic Token
(Password & Dynamic authentication. The TPM measures Pre-boot components and combines
Tokens) this with the configured authentication method to decrypt the disks. If
Pre-boot components are not tampered with, the TPM lets the system
boot. See sk102009
[Link] for more
details.
Firmware update Disables TPM measurements on Firmware/BIOS level components. This
friendly TPM makes updates of these components easier but reduces the security
measurements gained by the TPM measurements because not all components used in
the boot sequence are measured. If this setting is enabled on UEFI
computers, the Secure Boot setting is included in the measurement
instead of the firmware.
Enable Remote Help Select to let users use Remote Help to get users access to their Full Disk
Encryption protected computers if they are locked out.

Remote Help Configure how many characters are in the Remote Help response that
response length users must enter.

User Authorization before Encryption

Full Disk Encryption policy settings enable user acquisition by default. If user acquisition is
disabled, the administrator must assign at least one Pre-boot user account to each client
computer before encryption can start.
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 Full Disk Encryption

If user acquisition is enabled, users are prompted to log out and log in again so their accounts can
be acquired for Pre-boot authorization. You can require one or more users to be acquired before
encryption can start.
You can also configure clients to continue user acquisition after Pre-boot is already enabled. This
might be useful if a client computer is used by many users, also called roaming profiles.

Action Description
Automatically learn and Before hard disk encryption, automatically register users that access
authorize logged in users their local computers and authorize them to access their computers
after encryption.
Note - It is always possible to manually authorize users to access
encrypted computers

Manually authorize users Administrators must manually authorize users to their computers
to access encrypted after encryption.
computers

Double-click an action to edit the properties.

Usually a computer has one user and only one user must be acquired. If the computer has
multiple users, it is best if they all log on to the computer for Full Disk Encryption to collect their
information and acquire them.
Before you enable Automatically learn and authorize logged in users, make sure clients can get
device and user policies from the server.

To configure settings for Automatically learn and authorize logged in users:

• Pre-boot enforcement will begin after - Endpoint Security can start to enforce Pre-boot for
acquired users before user acquisition is completed. Select when this starts:
• The acquisition process has acquired x user(s) - Select how many users to acquire before
Pre-boot becomes enforced on acquired users.
If you enter 3, encryption does not start until three users log on to the computer.
• At least one user has been acquired after x day(s) - Select how long to wait before
Pre-boot is enforced on acquired users.
This setting limits the number of days when user acquisition is active for the client. If the
limit expires and one user is acquired, Pre-boot is enforced and encryption can start. If no
users are acquired, user acquisition continues.
Pre-boot becomes enforced on acquired users after one of the criteria are met.
• Continue to acquire users after Pre-boot has been enforced - Pre-boot is active for users who
were acquired and user acquisition continues for those who were not acquired.
• User acquisition will stop after having acquired additional (x) user(s) - User acquisition
continues until after the selected number of additional users are acquired.
Note - If you need to terminate the acquisition process, for example the client fails to
acquire users even though an unlimited time period is set, define a new policy where
automatic acquisition is disabled.

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OneCheck Logon
OneCheck Logon is a Single Sign-On solution that let users log on one time to authenticate to:
• Full Disk Encryption
• DLP
• Windows
• VPN
When OneCheck Logon is enabled, a different logon window opens that looks almost the same as
the regular Windows authentication window. The logon credentials are securely stored internally.
These actions define if you enable OneCheck Logon:

Action Description
Enable lock screen
authentication (OneCheck) Users log on one time to authenticate to the operating system,
Enable OneCheck Identity Full Disk Encryption, and other Endpoint Security components.
Single Sign On for OS

Use native sign on for OS Use the native OS logon mechanism. You can enable Single-Sign
On (not OneCheck) in OneCheck User Settings to have one log on
that applies to the OS and Full Disk Encryption.

Double-click an action to edit the Properties.

To configure OneCheck Logon properties:

1. Select Enable lock screen authentication (OneCheck).
2. Optional: Configure the Check Point Endpoint Security screensaver.
• The screensaver is active only after a Full Disk Encryption policy has been installed on the
client.
• After selecting the Check Point Endpoint Security screensaver option, enter the:
 Text that shows when the screensaver is active.
 Number of minutes the client remains idle before the screensaver activates.
3. Optional: Select Require that only an authorized Pre-boot user is allowed to log into
Windows. If selected, only users that have permission to authenticate to the Pre-boot on that
computer can log on to the operating system.
4. Optional: Select Use Pre-boot account credentials in OS lock screen. If selected, users
authenticate in the regular Operating System login screen but with the credentials configured
for Pre-boot.
Best practice is to only use this feature when there is no Active Directory available. For
customers that use Active Directory, we recommend a combination of User Acquisition,
OneCheck Logon, and Password Synchronization that will let users use the same credentials
for Pre-boot and Windows login.

Full Disk Encryption Installation and Deployment

After a package that includes Full Disk Encryption is successfully installed on a client, many
requirements must be met before the Full Disk Encryption policy can be enforced. Before these

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requirements are met, the Pre-boot does not open. The period of time between the installation
and when the policy can be enforced is called the Full Disk Encryption Deployment Phase.
To move from Deployment phase to Full Disk Encryption policy enforcement, these requirements
must be met:
• There must be communication between the client and the server.
• The client must receive Full Disk Encryption and user policies from the server.
• Users must be acquired according to the configured policy.
• At least one user account must be configured.
• The client must send a recovery file to the server.
• The required System Area must be created and boot records must be updated according to the
configuration (this includes the activation of Pre-boot).
• The device must have the Client requirements or Full Disk Encryption.
If there is communication between the client and server and the client meets the Client
requirements, all of the requirements are completed automatically. However, if these
requirements are not met, Full Disk Encryption cannot protect the computer and the Pre-boot
cannot open.

Client Requirements for Full Disk Encryption Deployment

Note - Not all the Full Disk Encryption (FDE) requirements are shown here. For the
complete FDE requirements, see the Release Notes for your Endpoint Security client
version [Link]

Clients must have:

• 32MB of continuous free space on the client's system volume
Note - During deployment of the Full Disk Encryption component on the client, the
Full Disk Encryption service automatically defragments the volume to create the
32MB of continuous free space, and suspends the Windows hibernation feature while
the disk is encrypted.

Clients must not have:

• RAID.
• Partitions that are part of stripe or volume sets.
• Hybrid Drive or other similar Drive Cache Technologies. See sk107381
[Link]
• The root directory cannot be compressed. Subdirectories of the root directory can be
compressed.
Other Requirements:
• All disks that are encrypted by FDE must have the same format (MBR or GPT)
• GPT-formatted disks are supported only on UEFI devices.
• If using "Fast start-up" on Windows 10 laptops, see sk140232
[Link]
• Update the BIOS on the client computer to the latest version.

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• If using the BIOS\UEFI option Fastboot, follow the precautions in sk140215

[Link]
• If using a third-party credential provider to log in to Windows, configure FDE to use (wrap) the
third-party provider. See sk118817
[Link]

Completing Full Disk Encryption Deployment on a Client

Users will have to reboot their computers twice while Full Disk Encryption deploys. One time to
make sure the Pre-boot is running before Full Disk Encryption encrypts the hard drive, and one
time to validate the authentication credentials.

Stages of the Deployment Phase

You will see the status of the Deployment phase in:
• The Client Endpoint Security Main Page - In the Full Disk Encryption status.
• SmartEndpoint - In the Computer Details > General Details. Look at the Blade Status for Full
Disk Encryption.
• The debug logs
These are the statuses as shown in the Client Endpoint Security Main Page:
• Waiting for Policy – Waiting for policy to be downloaded from server.
• User Acquisition – Users are acquired when they log on to Windows on the computer that has
Full Disk Encryption installed. The number of users that must be acquired depends on the
settings configured. Full Disk Encryption can become active after all users are acquired. User
accounts must have passwords and fulfill password rules to be acquired.
• Verifying Setup – The client verifies that all of the settings are fulfilled properly and checks
that users acquired are correct and fulfill password policies.
• Deliver Recovery File- The client sends a recovery file to the server. It includes users on the
computer that have permission to use the recovery media.
• Waiting for Restart– The user must reboot the client. After it is rebooted, users will see the
Pre-boot. Users get a message to log in with their Windows credentials. Then Full Disk
Encryption starts to encrypt the volumes according to the policy.
• Encryption in Progress – Full Disk Encryption is encrypting the volumes.

Primary Full Disk Encryption Components

Component Name File Name Description
Full Disk Encryption FDE_srv.exe The Full Disk Encryption service contains the current
service configuration data and initiates background encryption or
decryption. By exchanging volume boot records, the Full
Disk Encryption service identifies volumes that are
targeted for encryption.
Crypto core [Link] The Crypto core contains the encryption algorithms.

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Component Name File Name Description

Filter driver Prot_2k.sys The Full Disk Encryption driver for encryption. The File
Allocation Table (FAT) provides the driver with the
location of sectors where data is stored. Full Disk
Encryption encrypts every byte of the selected disk.
Background encryption starts from the first sector of the
selected volume and moves in sequence to the last
sector. The entire operating system is encrypted.

Full Disk Encryption Recovery

If system failure prevents the operating system from starting on a client computer, Full Disk
Encryption has these options:
• Full recovery with recovery media (on page 121) - Decrypts the failed disk. This takes more
time than Full Disk Encryption Drive Slaving Utility and Dynamic Mount Utility that let you
access data quickly
• Full Disk Encryption Drive Slaving Utility (on page 123) - Use this to access specified files and
folders on the failed, encrypted disk that is connected through a USB cable from a different
"host" system.
• Dynamic Mount Utility (on page 124) - Use this to access specified files and folders on the
failed, encrypted disk. You create a WinPE CD/DVD media that contains the Dynamic Mount
Utility application. Boot the WinPE CD/DVD media on the failed, encrypted computer. When
users authenticate through the Dynamic Mount Utility they can extract files and folders from
the encrypted system.

Full Recovery with Recovery Media

If system failure prevents the operating system from starting on a client computer, you can use
Full Disk Encryption Recovery Media to decrypt the computer and recover the data. Client
computers send recovery files to the Endpoint Security Management Server one time during the
initial deployment so that you can create recovery media if necessary. After the recovery, the files
are restored as decrypted, like they were before the Full Disk Encryption installation, and the
operating system can run without the Pre-boot.
After the recovery, you must install Full Disk Encryption on the computer.
Recovery Media:
• Is a snapshot of a subset of the Full Disk Encryption database on the client.
• Contains only the data required to do the recovery.
• Updates if more volumes are encrypted or decrypted.
• Removes only encryption from the disk and boot protection.
• Does not remove Windows components.
• Restores the original boot record.

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Users must authenticate to the recovery media with a username and password. There are the
options for which credentials to use:
• Users that are assigned to the computer and have the Allow use of recovery media
permission (in OneCheck User Settings rule > Advanced > Default logon settings) can
authenticate with their regular username and password.
• When you create the recovery media, you can create a temporary user who can authenticate to
it. A user who has the credentials can authenticate to that recovery media. Users do not
require Allow use of recovery media permission to use the recovery media. Smart Card users
must use this option for recovery.

Creating Data Recovery Media

You can create Full Disk Encryption recovery media that can run on a failed computer to decrypt it.
Create the recovery media on the server or with an external tool.
The media can be on a CD/DVD, USB device, or REC file.

Note - Creating a recovery media on a USB flash disk formats the device and removes
all previous content.

To create recovery media from the Endpoint Security Management Server:

1. In SmartEndpoint, select Tools > Encryption Recovery Media.
The Full Disk Encryption Recovery Media Tool window opens.
2. Double-click a folder from the navigation tree to see the users and computers that it contains.
3. Right-click the computer to restore and then select Encryption Recovery Media.
The target retrieves the last known recovery data that was uploaded to the server by the client.
4. Users who have permission to use recovery media for the computer show in the Users
Allowed to Recover area.
• If the user who will do the recovery shows on the list, continue to the next step.
• If the user who will do the recovery is not on the list:
(i) Click Add to create a temporary user who can use the recovery media.
(ii) In the window that opens add a username and password that the user will use to access
the file.
5. Select a destination for the Recovery Media:
• For a bootable CD/DVD, enter a path to a directory for the ISO file
• For an REC file, enter a path to a directory for the file.
• For a USB device, select the target drive from the list.
6. Click Write Media.
7. Give the Recovery Media file or device to the user who will do the recovery.
8. Make sure the user knows:
• Which username and password to use.
• How to boot the computer: with a CD or USB device.

To create recovery media from the external recovery media tool on R77.20 and higher
Management:
1. On an Endpoint Security Management Server, go to folder: C:\Program
Files\CheckPoint\Endpoint Security\Full Disk Encryption\
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2. Right-click [Link] and select Run as > Administrator.

3. Follow directions in the tool to create recovery media.

Using Data Recovery Media

Use the newly created Full Disk Encryption recovery media to decrypt the failed computer.

To recover an encrypted computer:

1. On the failed computer, run the recovery media from a CD/DVD or bootable USB device.
2. When the Recovery Console Login windows shows, enter the name and password of a user on
the recovery media.
The disk decrypts using partition keys contained in the Recovery Media.
Note - During the decryption process, the client cannot run other programs.

Using Drive Slaving Utility

Full Disk Encryption Drive Slaving Utility lets you access Full Disk Encryption protected disk drives
that become corrupted as a result of an Operating System failure . The Drive Slaving Utility is
hardware independent, and can access hard disks connected through USB ports.
Full Disk Encryption Dive Slaving Utility replaces older versions of Full Disk Encryption drive
slaving functionality, and supports R73 and all E80.x and higher versions. You can use the Full
Disk Encryption Drive Slaving Utility instead of disk recovery.

Notes -
• On an E80.x and higher client computer with 2 hard disk drives, the Full Disk
Encryption database can be on a second drive. In this case, you must have a recovery
file to unlock the drive without the database.
• Remote Help is available only for hard disk authentication. It is not available for
recovery file authentication.

Before You Use the Drive Slaving Utility

Before you run the Full Disk Encryption Drive Slaving Utility, make sure to do these:
• Authenticate the Full Disk Encryption encrypted disk
• On systems with active Pre-boot Bypass, you must authenticate with Full Disk Encryption
account credentials
We recommend that you use a recovery file when you are not sure if the hard disk drive or the Full
Disk Encryption internal database on your system are corrupted.

Using the Drive Slaving Utility

To use the Full Disk Encryption Drive Slaving Utility:
1. On a computer with Check Point Full Disk Encryption installed, run this command to start the
Full Disk Encryption Drive Slaving Utility: <x:>\Program
files(x86)\CheckPoint\Endpoint Security\Full Disk
Encryption\fde_drive_slaving.exe

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Note - To unlock a protected USB connected hard disk drive, you must first start the Drive
Slaving Utility, and then connect the disk drive.
The Full Disk Encryption - Drive Slaving window opens.
2. Select a Full Disk Encryption protected disk to unlock.
Unlock volume(s) authentication window opens.
3. Enter User account name and Password.
4. Click OK.
After successful authentication, use Windows explorer to access the disk drive. If you fail to
access the locked disk drive, use the Full Disk Encryption Recovery file, then run the Drive Slaving
Utility again.

Note - To prevent data corruption, shut down the system or use a safe removal utility
before you disconnect the USB connected drive.

Dynamic Mount Utility

To access data on the hard disk of a Full Disk Encryption-protected computer without doing a
Recovery, use the Dynamic Mount Utility of Full Disk Encryption. See sk108858
[Link]

Upgrading Full Disk Encryption

If you upgrade Endpoint Security from an earlier version of R80, R80.x, or E80.x and higher, no
special actions are required for Full Disk Encryption.

To upgrade Full Disk Encryption:

You must follow these procedures:
1. Upgrading Endpoint Security Clients (on page 65)
2. How to upgrade Windows 8 to Windows 8.1 with Full Disk Encryption in place (sk99064)
[Link]
3. How to upgrade to Windows 10 1607 and above with FDE in-place (sk120667)
[Link]

What effect does an upgrade have on users?

The upgrade does not have a significant effect on users.

Full Disk Encryption Self-Help Portal

The Self-Help Portal lets users reset their own passwords for Full Disk Encryption. To use the
Self-Help Portal, the user must register to the portal first. After registration users can use the
Self-Help Portal for password recovery.
The Self-Help Portal only works with Active Directory users. Make sure that the Endpoint Security
Active Directory Scanner is configured and that the Active Directory is scanned.
The portal is available for desktop and mobile devices.

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For supported browsers and devices, see the R80.20.M1 Release Notes
[Link]
l_frameset.htm.

Activating the Self-Help Portal

You must enable the Self-Help Portal on the Endpoint Security Management Server to activate it.
Note - On the Gaia portal > Hosts and DNS page, make sure to configure:
• The DNS Sever
• Domain Name
• DNS suffix

To enable the Self-Help Portal:

On the Endpoint Security Management Server, run:
cd $UEPMDIR/engine/scripts
selfhelp_cmd enable
Note that this restarts the Endpoint Security Management Server.
After activation, the Self-Help Portal is available at [Link]
where <eps_server_ip> is the IP address of the Endpoint Security Management Server.

To disable the Self-Help Portal, run:

selfhelp_cmd disable

To query the status the Self-Help Portal, run:

selfhelp_cmd status

Configuring the Self-Help Portal

The Self-Help Portal only works with Active Directory users. Before you can use the Portal, make
sure that the Endpoint Security Active Directory Scanner is configured and that the Active
Directory is scanned.
Users must be authorized for Pre-boot on one or more computers before they register in the
Portal.

To configure Self-Help Portal settings in SmartEndpoint:

1. In the Policy Tab, in a OneCheck User Settings rule, right-click the Allow password Self Help
action and select Edit.
2. Select Allow password self-help to let users recover their password by answering questions.
Clear the option to not let users recover their password by answering questions.
3. Make selections to configure the options for Enrollment to the Portal and Password
Assistance.
4. Click Questions Bank to select which questions are asked for user enrollment to the Self-Help
Portal.
5. Click OK.
6. Click OK.

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7. Save.
8. Click Install Policy and select the Self-Help Settings Policy.
Users can register to the Self-Help Portal and use it to recover passwords. The portal address is
[Link]
where <eps_server_ip> is the IP address of the Endpoint Security Management Server.

User Settings for the Self-Help Portal

You can force users to re-register to the Self-Help Portal or block users from recovering
password in the portal.

To change a user's settings for the Self-Help Portal:

1. In SmartEndpoint, in the Users and Computers tab, right-click on a user and select User
Authentication (OneCheck).
2. Select Reset Self-Help Enrollment to force the user to re-register to the portal.
Select Lock Password Self-Help to prevent users from recovering passwords in the portal.
3. A confirmation message shows. Click Yes.

Monitoring the Self-Help Portal Policy

To see the status of user enrollment and recovery for the Self-Help Portal:
In SmartEndpoint, in the Reporting tab, select User Authentication Policy > Self Help Status.

Full Disk Encryption Troubleshooting

This section covers basic troubleshooting.

Using CPinfo
CPinfo is used to collect data about components in the Full Disk Encryption environment on the
client. We recommend that you send the collected data to Check Point for analysis.
If you do not enter an output folder, CPinfo collects data about components in the Full Disk
Encryption Pre-boot environment on the client.
Run CPinfo if:
• Encrypting or decrypting fails on Windows.
• The selected disk or volume does not encrypt or decrypt.
• Full Disk Encryption related issues occur.
• You experience system issues or crashes.
CPinfo gathers:
• All files in the data directory.
• Installation log.
• File version data for executables.
• Registry values for Full Disk Encryption
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• GinaDll, UpperFilters and ProviderOrder.

• SMBios structure.
• Installed application lists.
• Microsoft Windows Partition list.

To run CPinfo:
1. In the notification area, right-click the client icon.
2. Select Display Overview.
3. In the right pane, click Advanced.
4. Click Collect information for technical support.
CPinfo opens in the command prompt.
5. Press ENTER to start.
The information is collected. A window opens that shows the location of the cab file.
6. Press a key to exit CPinfo.

To Run CPinfo manually:

1. Open a command prompt.
2. Go to the CPinfo tool path location: cd \path\
3. Run CPinfo with output filename and folder:
C:\path\>[Link] <output cab filename> <output folder name>
For example: C:\path\>[Link] SR1234 temp.
The CPinfo application stores the output to the designated folder.
• If no output name is specified, the output file has the same name as the output folder.
• If no output folder is specified, CPinfoPreboot saves the output file to the directory
where the CPinfo tool is located.

Using CPinfoPreboot
Run CPinfoPreboot if you cannot:
• Access the Pre-boot Logon window.
• Log in to the Pre-boot Logon window.
• Start encryption or decryption.
• You have had a system crash- this includes a Windows or Full Disk Encryption crash.
• A Windows crash gives you a blue or black screen.
• A Full Disk Encryption crash gives you a green or red screen.
CPinfoPreboot collects the:
• Readable log of all disks and volumes ([Link]).
• Master Boot Record for each disk.
• Partition Boot Record for each volume.
• The first 100 sectors from each physical disk.
• First 100 sectors from each volume.
• System area data.
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Use an external USB device to collect the Pre-boot data. The device must have at least 128 MB of
free space, and sufficient storage for the output cab file. CPinfoPreboot cannot run on boot
media prepared with the Full Disk Encryption filter driver

To collect Pre-boot data:

1. Copy [Link] to an external USB device.
2. Boot the client from the USB device.
Note - Microsoft Windows does not automatically detect USB devices after boot up.
The USB device must be connected while booting the computer.
3. Open the command prompt and type: <path to CPinfoPreboot> <[Link]
<output cap filename> <output folder name>.
For example: C:\path\>[Link] SR1234 temp.
4. CPinfoPreboot stores the output file to the designated folder.
• If no output name is specified, the output file has the same name as the output folder.
• If no output folder is specified, CPinfoPreboot saves the output file to the working
directory on the external media. An output folder is required if the working directory is on
read-only media.

Debug Logs
You can use the debug logs to examine the deployment phase or problems that occur. The
information there is included in CPinfopreboot. Send the full results of CPinfopreboot to
Technical Support for analysis.
The Client debug log is named [Link], and found in these places on user:

Operating System Path to log file

Windows 7 and higher C:\ProgramData\CheckPoint\Endpoint Security\Full Disk Encryption

Pre-boot Issues
Mouse or Keyboard Trouble
If users have trouble with their mice or keyboards during Pre-boot, you might need to change the
setting of Enable USB device in Pre-boot environment. This setting is in the Full Disk Encryption
Policy > Pre-boot Settings. You can also change this setting from the Pre-boot Customization
Menu by pressing both shift keys while Full Disk Encryption is loading when the computer starts
up.
Trouble with Password on First Pre-boot
When the Pre-boot window opens for the first time on a computer, users get a message to log in
with their Windows password. If the Windows password does not meet the requirements
configured for the Pre-boot, the authentication does not work.
To resolve this, change the password requirements in the OneCheck User Settings to match the
Windows requirements. Then install the new OneCheck User Settings policy on the client.
Trouble with Smart Cards
If there are Smart Card compatibility issues, change the Legacy USB Support setting in the BIOS.
If it is enabled, change it to disabled, and if disabled, enable it.
If clients have UEFI, see the UEFI Requirements in the Release Notes for your Endpoint Security
client version [Link]
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Full Disk Encryption Logs

Full Disk Encryption utilizes the client logger module for audit logging. Logs are created in the
Pre-boot and Windows environments. Logs created in Pre-boot are cached in the Full Disk
Encryption system area before they are transferred to the client logger module. Full Disk
Encryption logs these operations:
• User acquisition
• Installation and upgrade
• Policy changes
• Dynamic encryption
• User authentication/user locked events

Upgrade Issues
• The [Link] file creates the upgrade log:
%ALLUSERSPROFILE%\Application Data\Check Point\Full Disk
Encryption\FDE_dlog.txt. Always examine the log file for possible installation errors.
• The log file sometimes contains Win32 error codes with suggested solutions. To show the
Win32 error code text, run the HELPMSG command: C:\>net helpmsg <errorcode>

Full Disk Encryption Deployment Phase

Here are some issues that can occur in the Deployment Phase and possible causes and solutions.

Problem: The deployment is stuck at the User Acquisition step.

Causes and Solutions:
1. The User Acquisition policy might say that multiple users must log on to a computer. You can:
• Change the User Acquisition policy.
• Instruct users to log on to the computer so Full Disk Encryption can acquire them.
• Make sure that a user logs on with an account that has a password. User accounts without
passwords cannot be acquired.
If User Acquisition is not enabled, at least one user with a password must be assigned to the
device.
2. The Pre-boot password requirements must not be stricter than the Windows logon password
requirements. If the password requirements of Windows and the Pre-boot do not match,
change the password settings for the Pre-boot password.
3. Make sure that the necessary connections work and that all processes are running. Make sure
that:
• The network connection is stable.
• Driver Agent is running and has a connection to the server.
• The Device Auxiliary Framework is running.
• Check the Security Package key.

To check the Security Package key:

1. Start Regedit.

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2. Go to HKLM\SYSTEM\CurrentControlSet\Control\LSA
3. Make sure that the Security Package key starts with one of these:
• eps_kerberos_proxy
• eps_msv_proxy
4. If it contains the default Kerberos msv1_0, change it to one of the correct values above.

Problem: The deployment is stuck at the encryption.

Causes and Solutions:

If encryption stopped at 50%, make sure that system services are running. Make sure that the
fde_srv.exe service is running. If it is not running, start it manually (right click the service and
select start in Windows Task Manager).

Problem: The deployment is slow or hanging.

Causes and Solutions:

• Make sure that the computer has all client requirements.
• Disk fragmentation or a damaged hard drive can cause problems with Full Disk Encryption.
Run disk defragmentation software on the volume to repair fragmentation and damaged
sectors.
• Make sure that the network connection is stable.

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CHAPTE R 14

OneCheck User Settings

In This Section:
Overview of OneCheck User Settings ........................................................................131
Configuring OneCheck User Settings Policy Rules ..................................................131
Before You Configure Smart Card Authentication ....................................................140
Changing a User's Password .....................................................................................142
Managing Dynamic Tokens ........................................................................................142

OneCheck User Settings define how users authenticate to Endpoint Security client computers.

Overview of OneCheck User Settings

OneCheck User Settings include:
• How users authenticate to Endpoint Security.
• If users can access Windows after they are authenticated to Endpoint Security or if they must
also log on to Windows.
• What happens when a user enters invalid authentication details.
• A limit for how many times a user can access a computer.
• If Remote Help is permitted. This lets users get help from an administrator, for example if
their computers become locked after too many failed authentication attempts.
Configure the OneCheck User Settings setting in the Policy tab > OneCheck User Settings Rules.
Many of these settings relate to the Pre-boot authentication, which is part of Full Disk Encryption.
Make sure to configure the settings for the Full Disk Encryption Policy also in Policy tab > Full
Disk Encryption Rules.

Configuring OneCheck User Settings Policy Rules

For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.

Pre-boot Authentication Methods

If the Pre-boot is required on a computer as part of Full Disk Encryption, users must authenticate
to their computers in the Pre-boot, before the computer boots. Users can authenticate to the
Pre-boot with these methods:
• Password - Username and password. This is the default method.
The password can be the same as the Windows password or created by the user or
administrator.

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• Smart Card - A physical card that you associate with a certificate. This is supported in E80.30
clients and higher.
Users must have a physical card, an associated certificate, and Smart Card drivers installed.
• Dynamic Token - A physical device that generates a new password each time users start their
computers. This can be configured for specified users and not as the global Pre-boot
authentication method.
Configure the global settings for the Pre-boot authentication method from the OneCheck User
Settings Actions.

Global Pre-boot Authentication Settings

Configure the global settings for the Pre-boot authentication method from the OneCheck User
Settings policy rule. The settings configured here apply to all users. You can override the global
settings for specified users.
Select an Action to define the default Pre-boot authentication method:

Action Description
Authenticate users with Password Users can only authenticate with a username and
password.
Authenticate users using Smart Users can authenticate with either username and
Card or Password password or Smart Card.

The password settings are taken from the OneCheck User Settings rules that are assigned to the
user.
Right-click an Action and select Edit to configure more settings if you select to use Smart Card
authentication.

Important - Before you configure Smart Card authentication only as the default,
make sure that you understand the requirements. See Before You Configure Smart
Card Authentication (on page 140). All requirements must be set up correctly for
users to successfully authenticate with Smart Cards.

To configure Smart Card only or for Smart Card or Password as the default:
1. Select one of the Smart Card options as the Default Pre-boot authentication method.
2. If you select Smart Card, we recommend that you select
Change authentication method only after user successfully authenticates with a Smart Card
This lets users authenticate with a password until all of the requirements for Smart Card
authentication are set up correctly. After users successfully authenticate one time with a
Smart Card, they must use their Smart Card to authenticate. If you configure a user for Smart
Card only and do not select this, that user is not able to authenticate to Full Disk Encryption
with a password.
Select one or more Smart Card drivers.
3. In the Smart Card driver area, select the Smart Card protocol that your organization uses:
• Not Common Access Card (CAC) - all other formats
• Common Access Card (CAC) - the CAC format
4. In the Select Smart Card driver to be deployed area, select the drivers for your Smart Card
and Reader. All selected drivers will be installed on endpoint computers when they receive
policy updates.
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If you do not see a driver required for your Smart Card, you can:
• Enter a text string in the Search field.
• Click Import to import a driver from your computer. If necessary, you can download drivers
to import from the Check Point Support Center [Link]
5. In the Directory Scanner area, select Scan user certificates from Active Directory if you want
the Directory Scanner to scan user certificates.
6. If you selected to scan user certificates, select which certificates the Directory Scanner will
scan:
• Scan all user certificates
• Scan only user certificates containing the Smart Card Logon OID - The OIDs are:
[Link].[Link].2.2.
7. Click OK.
If necessary, use the Pre-boot Reporting reports to troubleshoot issues with drivers or user
certificates.

Changing the User Pre-boot Authentication Settings

By default, users get the Pre-boot authentication method from the global Pre-boot Authentication
Settings. You can assign custom authentication settings to users on the User Details page. You
can also assign a user password and manually add user certificates on this page.

To change a user Pre-boot authentication method:

1. Double-click a user in the tree.
2. In the User Details window, select OneCheck User Settings.
3. Click Pre-boot Authentication Method.
4. Click Use specific Pre-boot Authentication Method for this user.
5. Select an authentication method:
• Password - This user can only authenticate with a username and password.
• Smart Card - This user can only authenticate with a Smart Card.
• Either Smart Card or Password - This user can authenticate with user name and password
or a Smart Card.
• Dynamic Token - This user can only authenticate with the password from a dynamic token.
6. If you select Smart Card, we recommend that you select
Change authentication method only after user successfully authenticates with a Smart Card
This lets users authenticate with a password until all of the requirements for Smart Card
authentication are set up correctly. After users successfully authenticate one time with a
Smart Card, they must use their Smart Card to authenticate. If you configure a user for Smart
Card only and do not select this, that user is not able to authenticate to Full Disk Encryption
with a password.
Select one or more Smart Card drivers.
7. If you select Dynamic Token, click Select token. The user can only authenticate with the
selected token. See Managing Dynamic Tokens (on page 142).
• Select a token from the list or click Add or Import to add a new token.
• Click OK.
8. Click OK.

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9. On the OneCheck User Settings page:

• For Password authentication - You can enter a User Password or Change Password.
• For Smart Card authentication - In the User Certificates area, make sure the user has a
valid certificate to use with the Smart Card. If a certificate is not shown, you can click Add
to import a certificate.

Password Complexity and Security

These Actions define the requirements for user passwords for OneCheck User Settings:

Action Description
Use Windows password The standard Windows password requirements are enforced:
complexity The password must:
• Have at least six characters
• Have characters from at least 3 of these categories:
uppercase, lowercase, numeric characters, symbols.
Use custom password If you select this, select the requirements for which type of
complexity characters the password must contain or not contain.

Double-click an action to edit the properties:

Option Description
Use custom requirements If you select this, select the requirements for which type of
characters the password must contain or not contain:
• Consecutive identical characters, for example, aa or 33
• Require special characters. These can be: ! " # $ % & ' ( ) * + , - . /
:<=>?@{
• Require digits, for example 8 or 4.
• Require lower case characters, for example g or t.
• Require upper case characters, for example F or G.
• Password must not contain user name or full name.
Minimum length of Enter the minimum number of characters for a valid password.
password
Password can be changed Enter the minimum number of days that a password must be valid
only after before the user can change it.
Password expires after Enter the maximum number of days that a password can be valid
before the user must change it.
Number of passwords Enter the minimum number of password changes needed before a
previously used password can be used again.

Password Synchronization
Pre-boot is a program that prevents the operating system from booting until the user
authenticates. You can synchronize the Pre-boot and operating system passwords.

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Notes and Recommendations:

• Password Synchronization only works if Pre-boot authentication is enabled.
• If you plan to use OneCheck Logon, we recommend that you keep the OS and Pre-boot
passwords synchronized. This makes sure that both passwords are the same, and users can
use each one, if necessary.
• If you use password synchronization, we recommend that users' Windows password and
Pre-boot password have the same requirements. This prevents problems with the first
Pre-boot logon, OneCheck Logon, and Single Sign-On.
• If the OneCheck User Settings policy is set to synchronize Pre-boot and Windows passwords,
and a user changes his or her password, the change is automatically sent to all computers the
user is authorized to access in Pre-boot.
The password change is communicated to relevant clients as part of the regular heartbeat and
sync messages between clients and servers. If a computer is not connected to an Endpoint
Security Server when the password is changed, the change is sent to the computer after it
connects to an Endpoint Security Server.
In this situation, users might have to log in to Pre-boot one time with their old passwords
before the client can connect to the server and get the updated credentials.
Select an Action to define if and how the passwords are synchronized:

Action Description
Update Pre-boot password Upon When the OS password on a computer changes, the
Windows Password Change Pre-boot password is automatically changed.
Update Windows Password Upon When the Pre-boot password on a computer changes,
Pre-boot Password Change the OS password is automatically changed.
Bi-directional Update for Pre-boot and If the Pre-boot or OS password on a computer changes,
Windows Password Upon Change the password is automatically changed.
Do Not Synchronize Pre-boot and The Pre-boot and OS passwords on a computer are not
Windows passwords synchronized by Endpoint Security.

Account Lock
You can configure Full Disk Encryption to lock user accounts after a specified number of
unsuccessful Pre-boot login attempts:
• Temporarily - If an account is locked temporarily, users can try to log on again after a
specified time.
• Permanently - If the account is locked permanently, it stays locked until an administrator
unlocks it.
Select one of these Actions to define if and when user accounts are locked:

Action Description
Do not lock out users upon failed Users are not locked out of their accounts if they try to log
authentication. on unsuccessfully. This setting is not recommended.

Temporarily lock user account After a configured amount of failed log on attempts (the
upon failed authentication default is 5), the user's account is temporarily locked.
attempts

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Action Description
Permanently lock user account After a configured amount of failed log on attempts (the
upon failed authentication default is 10), the user's account is permanently locked.
attempts

Right-click an Action to edit the properties. You can also create custom Account Lock actions.

To configure an Account Lock Action:

1. Right-click the existing Action and select Edit Properties or select Create Custom to define a
new Action.
2. Configure the settings as necessary:
Option Description
Number of failed Maximum number of failed logon attempts allowed before an account is
logons before the permanently locked. The account is locked until an administrator unlocks it.
account is locked
Number of failed Maximum number of failed logon attempts before an account is temporarily
attempts before a locked out.
temporary lockout
Duration of a Duration of a temporary lockout period, in minutes.
temporary lockout
Maximum number Maximum number of successful logins before an account is permanently
of successful locked. You can use this option to let a temporary user log in for a specified
logons allowed number of logins.
before the account To unlock an account, you must increase the value or clear this option.
is locked Remote Help is not available for this type of account lockout.

Logon Settings
OneCheck User Settings Logon Settings define additional settings for how users can access
computers. Expand the Advanced section in the OneCheck User Settings rule to configure this.

Option Description
Allow logon to system Lets a different user than the logged on user authenticate in
hibernated by another Pre-boot to a system in hibernate mode.
user
Allow use of recovery Let user authenticate to use recovery media to recover and decrypt
media data from an encrypted system.
Note: In E80.20 and higher, if this is not selected, users can still
access recovery media that is created with a temporary user and
password.

Allow user to change his Let users change the password on an endpoint client during the
credentials from the Pre-boot.
endpoint client

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Allow Single Sign-On use Let users use Single Sign On to log on to Pre-boot and Windows
when OneCheck Logon is disabled. Single Sign on applies only to
Pre-boot and Windows and not to different components, such as
VPN or Media Encryption. Users are always allowed to use Single
Sign On when OneCheck Logon is running.

Remote Help Permissions

Remote Help lets users access to their Full Disk Encryption protected computers if they are
locked out. The user calls the designated Endpoint Security administrator and does the Remote
Help procedure. Expand the Advanced section in the OneCheck User Settings rule to configure
this.
There are two types of Full Disk Encryption Remote Help:
• One Time Login - One Time Login allows access as an assumed identity for one session,
without resetting the password.
If users lose their Smart Cards, they must use this option.
• Remote password change - This option is for users who use fixed passwords and have
forgotten them.
For devices protected by Media Encryption & Port Protection policies, only remote password
change is available.

To let users work with Remote Help:

1. Make sure Allow remote help is selected in OneCheck User Settings rule > Advanced > Allow
remote help.
2. Optional: Edit the properties to allow only one type of Remote Help.
Option Description
Allow account to receive Let users get help from an administrator to reset the account
remote password change password (for example, if the user forgets the password).
help
Allow account to receive Let the user get help from an administrator to log on, one time.
One-Time Logon help One-time logon is for users who have lost their dynamic tokens,
USB tokens, or Check Point Smart Card. It is also useful if the user
made too many failed attempts but does not want to change the
password.

Managing Authorized Pre-boot Users and Nodes

• When users are added to an Active Directory group that has a Pre-boot assignment, the new
users are automatically added as authorized Pre-boot users. If the new users bring the total
Pre-boot users of a device above 1000, a message shows that only the first 1000 users are
authorized to the device.
A warning sign shows to the left of the group in the Authorized Pre-boot users window if one
or more users in the group do not have credentials. Put your mouse over the warning sign to
see a tooltip that explains the problem.
• A small warning sign on the corner of the group icon shows if all or some members of a group
cannot be assigned to a device because the number of users is more than 1000. Put your
mouse over the warning sign to see a tooltip that explains the problem.
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• When you click Show all users to show all individual users in the group, only users who are
actually assigned to the device are shown. Users in a group that exceeded the 1000 limit and
were not added to the device are not shown.
• If you double-click a group in the Authorized Pre-boot users window, a new window opens
with a list of all users in the group. Users that were not added to the device because the limit
was reached are marked in red.
• Users are added to entities in this order:
• Direct Users.
• Inherited Users.
• Direct Groups
• Inherited groups
• You can see (but not edit) Authorized Pre-boot users and nodes from the Users and
Computers tab > select a user or device > click OneCheck User Settings.
• You can see and edit Authorized Pre-boot users and nodes from the Users and Computers tab
> Global Actions (on the left side of the window) > User Node Management.
• The Authorized Pre-boot Users tab shows who is assigned to an entity.
• The Allowed On column shows the path where a user is assigned from or shows Direct if
the user is directly assigned.
• The Authorized Pre-boot Nodes tab shows which entities a user is authorized to.
• In the Authorized Pre-boot Nodes tab, the Allowed For column shows if the entity is
allowed for the device directly or the path to a parent which is allowed on the device.

Creating Pre-boot Users

Pre-boot users can be within a node or not assigned to a node.

To create new online Pre-boot user:

1. in the Users and Computers tab, right-click on an OU under Directories or Other
Users/Computers.
2. Select User Authentication (OneCheck) > Authorize Pre-boot Users.
3. Click New.
The Add new Pre-boot user window opens.
4. Enter a Logon Name
5. In the Authentication credentials area, select Password or Dynamic Token.
• A password must contain at least five characters
• If you select an token as the authentication method, make sure you select an existing token
6. To set more granular account controls, open Account Details.
• Do not use device information for Full Disk Encryption remote help - Enables
user-bound remote help for the pre-boot user
• Lock user for preboot - Locks the user for preboot
• Require change password after first logon - Applies only to password authentication.
Select this option to force users to change their password after the first Pre-boot logon.
7. To set an account expiration date, open the Expiration Settings.
a) Select The user will be revoked after option.

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b) Select a date.
Note - The default expiration setting is: Never

To unlink a Windows user from the logged on Pre-boot account:

1. From an Endpoint Security client, open the client Overview and click on the Full Disk
Encryption Blade icon.
2. Click Unlink.
3. Enter the password of the logged on Pre-boot account.
4. Click Unlink.
A new link is created with a different Windows account at the next Windows log in.

AD Groups for Pre-boot Authentication

You can add Active Directory users and groups to devices, OUs, or groups for Pre-boot
authentication. In SmartEndpoint, groups have an option of Authorize Pre-boot nodes in addition
to Authorize Pre-boot users.
After you add a group to a device, group or OU, users in the group are directly assigned to the
entity and do not need to go through user acquisition. If you add more users to the group after it
was assigned to an entity, the new users are automatically directly assigned also.
The maximum amount of users in a group that can be assigned to a device, group, or OU for
Pre-boot is 1000.

To add a group or user to a device and see authorized users:

1. In the Users and Computers tab of SmartEndpoint, right-click a group or user. Select
OneCheck User Settings > Authorize Pre-boot users.
The Authorized Pre-boot users window opens. From here you can:
• See all users that are already assigned. The total number of users is shown in the bottom
left corner.
• Add and Remove users.
• Search the results.
• Click Show all users to toggle between showing all individual users in the group and
showing included groups.
2. Click Add to add new users or group.
3. Select a device, OU, or group.
4. Click OK.
5. If a user does not have configured credentials, a User Logon Pre-boot Settings window opens.
Configure credentials in the window and click OK. You can configure any supported
authentication method for the user in this window.
You can add groups that contain users without configured credentials to a device, OU, or
group, but the individual users without credentials are not assigned to the device. If credentials
are configured for them, they will be assigned automatically based on the order in which they
were added.
If you try to add an entity that will bring the total number of users over 1000, the operation is
blocked.

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Before You Configure Smart Card Authentication

Make sure the environment is set up correctly to use Smart Card authentication before you
configure it.

To use Smart Card authentication, you must have these components and requirements:
• Smart Card authentication is only supported on Endpoint Security clients of version E80.30 or
higher. Make sure all users have a supported version.
You can see which versions users have in the Endpoint Security Management Console >
Monitoring tab > Versions in Use.
• Users must have the physical Smart Card in their possession.
• Users' computers must have a Smart Card reader driver and token driver installed for their
specific Smart Card. Install these drivers as part of the global Pre-boot Authentication
Settings.
• Each user must have a certificate that is active for the Smart Card.
• The Directory Scanner can scan user certificates from the Active Directory. Configure this
in the global Pre-boot Authentication Settings.
• You can manually import a certificate for a user in User Details > Security Blades >
OneCheck User Settings.
• In a Full Disk Encryption Policy rule, open the Authenticate user before OS loads action. Click
on Advanced Pre-boot Settings and make sure that Enable USB devices in pre-boot
environment is selected.

Smart Card Scenarios

Below are scenarios of how to implement Smart Card authentication in organizations with
different needs.

Scenario 1: Moving from Password to Smart Card

Scenario
Your organization uses Check Point Endpoint Security with username and password
authentication for Full Disk Encryption Pre-boot. You want to move all users to Smart Card
authentication for even greater security. Your organization uses Active Directory.

What to do:
1. Plan your Smart Card environment:
• Give all users a Smart Card.
• Get a Smart Card certificate for each user and put them in Active Directory.
• Learn which Smart Card driver and Reader driver is necessary for your Smart Card.
2. Upgrade all endpoints to this version. Use Reporting reports to make sure all users are
successfully upgraded.
3. Open the Policy tab.
4. In a OneCheck User Settings rule, right-click the Authenticate users action and select Edit:
• Select Smart Card (requires certificates).

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• Select Change authentication method only after user successfully authenticates with a
Smart Card.
• Select the drivers required for your Smart Card.
5. In the Directory Scanner area, click Configure.
The Certificate Scanning Configuration window opens.
6. Select Scan user certificates from Active Directory.
7. Monitor the Smart Card deployment in the Pre-boot Reporting reports.
8. If you choose, you can clear the Change authentication method only after user successfully
authenticates with a Smart Card option after all users have logged on with their Smart Card. If
a specified user must use password authentication temporarily, you can change the Pre-boot
Authentication Settings for the user to Password.

Scenario 2: Mix of Password and Smart Card Authentication

Scenario
Your organization is preparing to install Check Point Endpoint Security for the first time. Most
users will use username and password Pre-boot authentication. Administrators with high
administrative privileges will use Smart Card authentication. Your organization does not use
Active Directory.

What to do:
1. Plan your Smart Card environment.
• Give a physical Smart Card to all users who will use a Smart Card.
• Get a Smart Card certificate for each user who will use a Smart Card.
• Learn which Smart Card driver and Reader driver is necessary for your Smart Card.
2. Deploy the Endpoint Security client, including Full Disk Encryption on all endpoints, as
described in the Deploying Endpoint Security Clients chapter (on page 54). Use Reporting
reports to make sure that Full Disk Encryption completes the deployment phase and the Full
Disk Encryption Status of each computer is Encrypted.
3. Open the Policy tab.
4. In a OneCheck User Settings rule, select one of the Authenticate users actions:
a) Select Authenticate users with Password and manually configure the Smart Card users to
use Smart Card authentication.
b) Select Authenticate users using Smart Card or Password. For added security, you can
manually configure each Smart Card user to use Smart Card authentication only.
5. Right-click the Authenticate users action and select Edit.
6. Select the drivers required for your Smart Card and the Smart Card protocol. All users will
receive these settings, including those who are configured to use Password authentication.
7. In the OneCheck User Settings page for each Smart Card user, in the User Certificates area,
click Add to import a certificate.
8. Monitor the Smart Card deployment in the Pre-boot Reporting reports.
Note - You can put all Smart Card users in a virtual group so that it is easy to
monitor them and change their policies, if necessary.

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Notes on Using Smart Cards

• Check Point does not supply Smart Card features to use with Windows. You can use third-party
software, supplied by Windows or the Smart Card vendor.
• To use recovery media with a Smart Card-only user, when you create the recovery media,
create a temporary user who can authenticate to it.

Changing a User's Password

Users can change their own passwords from the Pre-boot. You can manage user Pre-boot
passwords from the User Details window.

To change a user's Pre-boot password from SmartEndpoint:

1. In the User Details > Security Blades > OneCheck User Settings in the Pre-boot
authentication method area, click Change Password.
2. In the Change User Password window, enter the new password and re-enter it.
3. Click OK.
4. Click OK.
5. Select File > Save.

Managing Dynamic Tokens

Manage the tokens that users can use in the SmartEndpoint.

Adding a Token
To add a dynamic token:
1. In SmartEndpoint, go to Manage > Dynamic Token Management.
2. Click Add.
The Add Token window opens.
3. Enter relevant values:
Field Description Valid parameters
Dynamic Token Serial Unique serial number identifying this
Number token.
Algorithm Cryptography algorithm that this DES
token implements. 3DES
Dynamic Token Key Token key used for this account. DES: 14 characters long
3DES: 42 characters long
Contains digits 0-9 and letters
A-F
Response Length Number of characters in the ASCII 8
response string. 16

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Field Description Valid parameters

Challenge Format Format of ASCII challenge string. Hexadecimal
Decimal
Challenge Length Number of characters in the ASCII 8
challenge string. 16
Response Format Format of ASCII response string. Friendly
Decimal
Comment Optional text. ASCII text

4. Click OK.

Removing a Token.
To remove a dynamic token:
1. In SmartEndpoint, go to Manage > Dynamic Token Management.
2. Select a token you want to remove.
3. Click Remove.
The token is removed immediately.

Note - Once removed, a token cannot be restored.

Importing Tokens
To import tokens:
1. In SmartEndpoint, go to Manage > Dynamic Token Management.
2. Click Import.
The Token Import Wizard window opens.
3. Select an .imp file.
You can navigate to the location of the file through a windows explorer, by typing in a full path
name, or drag and drop the file into the field in the wizard.
4. Click Next.
Tokens in the selected file show on the list.
5. Select tokens to import.
6. Enter the password for the .imp file.
7. Click Next.
Decrypted tokens show on the list.
8. Select decrypted tokens.
9. Click Finish.

Upgrading Legacy Token Users

This upgrade helps resolve issues with users and systems in unmanaged legacy (pre-E80) token
deployment environments.

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To upgrade legacy token users:

Set the value of AllowTokenUpgrade in the Full Disk Encryption registry key. Refer to sk95466
[Link]

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CHAPTE R 15

Media Encryption & Port Protection

In This Section:
Media Encryption & Port Protection Terminology ..................................................145
Overview of Media Encryption & Port Protection......................................................145
Working with Actions in a Rule ..................................................................................146
Converting File Encryption Devices to Media Encryption .......................................165

Media Encryption & Port Protection Terminology

Storage Device - Removable media device on which users can save data files. Examples include:
USB storage devices, SD cards, CD/DVD media and external disk drives.
Peripheral Device - Devices on which users cannot save data and that cannot be encrypted.
Device Category - Also called Device Class, an Industry standard device type that identifies the
base functionality of a storage or peripheral device.
Media Owner - By default, this is the user who encrypts the device. If allowed by the policy, a
different user can be assigned to be the media owner. This term applies only to users in Active
Directory environments.
Business-Related Data - Confidential data file types that are usually encrypted in the
business-related drive section of storage devices in Media Encryption & Port Protection.
UserCheck - Gives users a warning when there is a potential risk of data loss or security violation.
This helps users to prevent security incidents and to learn about the organizational security policy.
Explorer Utility - Software that lets users read encrypted data on Endpoint Security-protected
computers on which the Media Encryption component is not active or not connected to an
Endpoint Security Management Server.

Overview of Media Encryption & Port Protection

The Media Encryption & Port Protection component protects sensitive information by encrypting
data and requiring authorization for access to storage devices, removable media and other
input/output devices. Administrators use the SmartEndpoint to create rules for data encryption,
authorization and access to devices. These rules are part of the Endpoint Security policy installed
on endpoint computers.
Media Encryption & Port Protection rules include these settings:
• Default actions for reading and writing to different types of devices.
• Read and write access permissions to storage devices.
• Ability to access devices from endpoint computers.
• Types of files that must be encrypted (Business Related Data) on storage devices.
• Offline Access to encrypted devices on computers that are not connected to an Endpoint
Security Management Server or on non-protected computers.

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• Ability of users to temporarily override rules using UserCheck.

To learn more about how users interact with Media Encryption & Port Protection, see the Client
User Guide for your client release [Link]

Working with Actions in a Rule

Each Media Encryption & Port Protection rule includes these main action types:
• Read Action (on page 146) - Controls how users can read devices that are protected by the
policy
• Write Action (on page 147) - Controls how and when users can write to devices that are
protected by the policy
• Peripheral Device Access (on page 150) - Controls access to different types of peripheral
devices
Media Encryption & Port Protection rules also contain these Advanced action types:
• Offline Device Access (on page 154) - Controls access to devices that are connected a
non-protected computer
• Device Scanning and Authorization (on page 157) - Configures scanning of storage devices for
malware and unauthorized file types.
• Log Actions (on page 159) - Controls when Media Encryption & Port Protection creates log
entries when a storage device is attached to an endpoint computer
• UserCheck (on page 160) - Controls when and how to tell users about policy violations and
optionally lets them override a policy.
• Site Actions (on page 160) - Controls when to allow or prevent access to drives encrypted by
different Endpoint Security Management Servers
• Global Automatic Access (on page 162) - Defines the default automatic action that applies to
all rules, unless overridden by a different rule or action.

Configuring the Read Action

The Read Action defines the default settings for read access to files on storage devices. For each
action, you can define different settings for specified device types.
The default predefined actions are:

Action Description
Allow reading any data from storage devices Allow users to read encrypted and non-encrypted
data from storage devices.
Allow reading only encrypted data from Allow users to read only encrypted data from
devices storage devices. Users cannot read unencrypted
(Non-Business related) data.
Do not allow reading from any storage device Block reading from all storage devices.

You can also create your own custom actions. Your new custom actions are always available in
addition to the default actions.

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To configure a Read Action:

1. Right-click a Read Access action in a rule and select Edit Properties.
2. Optional: In the Removable Media Read Access window, select a different action or click New.
If you click New, enter a name and description for the new action.
3. Enable these options as necessary:
• Allow reading unencrypted data from storage devices - Users can read unencrypted
(typically Non-Business Related) data.
• Allow reading encrypted data from storage devices - Users can read encrypted (typically,
but not always, Business Related data).
4. Add or change Settings for Specified Devices (on page 151).

Configuring a Write Action

You define the default settings for write access to storage devices in the Removable Media Write
Access window. This action can let users:
• Create new files
• Copy or move files to devices
• Delete files from devices
• Change file contents on devices
• Change file names on devices
The default predefined write actions are:

Action Description
Allow writing any data to storage Users can write all file types to storage devices.
devices
Encrypt business related data All Files that are defined as Business related data must be
written to storage devices written to the encrypted storage. Non-business related
data can be saved to the device without encryption. See
Configuring Business Related File Types (on page 148).
Encrypt all data written to storage All files written to a storage device must be encrypted. This
devices includes both Business and Non-Business Related data.
Do not allow writing any data to Users cannot write any file types to storage devices.
storage devices
Do not allow writing any data to By default, users cannot write any file types to storage
storage devices, allow user devices. But. UserCheck lets users override the policy and
override write to a storage device, after entering justification for the
action.

You can define custom write actions as necessary. Your new custom actions are always available
in addition to the default actions.

To configure a storage device Write Action:

1. Right-click a Write Access action and select Edit Properties.
The Removable Media Access window opens.
2. Optional: Select a different action from the list.

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Click New to create a custom action.

3. Select one of these Storage device write access options:
• Allow any data - Users can write all data types to storage devices.
• Encrypt business related data - Users can write all data types to the storage devices. Only
Business Related data must be encrypted.
• Encrypt all data - Users can write all data types to storage devices. All data must be
encrypted, including Non-Business Related data.
• Block any data - Users cannot write to the storage devices.
4. Select one or more of these options:
• Log device events - Select this option to create a log entry when a storage device is
attached (Event IDs 11 and 20 only).
Note: If you do not select the Log device events option in the Media Encryption & Port
Protection rule, log entries are not created even if the Audit device events option is
selected in this window.
• Allow encryption - Select this option to let users encrypt storage devices. If this option is
cleared, no storage devices can be encrypted.
Click Additional Encryption Options to configure additional encryption settings (on page
154) as necessary.
• Enable deletion - Select this option to let users delete files on devices with read only
permissions.
5. Configure these settings for User Overrides (UserCheck)
• Allow user to override company policy - Lets users override the assigned policy by
sending written justification to an administrator. Click Configure Message (on page 149) to
create your own user message.

Note - The Allow user to override company policy option is not supported for CD/DVD
ROM devices.

6. If necessary, click Configure file (on page 148) types to define custom business related file
types.

Configuring Business Related File Types

If you enable the Encrypt business-related data written to storage devices option, users must
encrypt all file types that are defined as business-related. Users can save non business-related
file types without encryption.
If you enable the Force encryption of all outgoing data option, all data, including Non-Business
related data, must be encrypted.
• Business Related data - Confidential data file types that must be encrypted on removable
media. Examples include: word processor files, spreadsheet files, presentations and drawings.
• Business Related drive - The encrypted portion of a drive (up to 100% of the device). All data
that is stored on the Business Related portion is encrypted.
• Non-Business Related data or Plain - File types that are not confidential and do not require
encryption on storage devices.
• Non-Business Related drive - The unencrypted portion of a drive (if less than 100% is
encrypted). Data stored on the Non-Business Related portion is not encrypted.
There are predefined categories of similar file types. You cannot change the file types included in
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these groups, but you can create your own custom groups. This list includes some of the
predefined file type groups:
These groups are defined as Business Related by default:
• Word - Word processor files, such as Microsoft Word.
• Spreadsheet - Spreadsheet files, such as Microsoft Excel
• Presentation - Presentation files, such as Microsoft Power Point
• Database - Database files, such as Microsoft Access or SQL files.
• Drawing - Drawing or illustration software files, such as AutoCAD or Visio
• Graphic - Graphic software files such as Photoshop or Adobe Illustrator
• Viewer - Platform independent readable files, such as PDF or Postscript
• Archive - Compressed archive files, such as ZIP or SIT.
• Markup - Markup language source files, such as HTML or XML
• Email - Email files and databases, such as Microsoft Outlook and MSG files.
• Text - Plain text files
Groups defined as Non-Business Related by default
• Multimedia - Music and video files, such as MP3 or MOV
• Image - Vector image files such as JPG or PNG
• Executable - Executable program files, such as EXE or COM.

To classify groups as Business or Non-Business Related:

1. Click a write action and select Edit Properties.
2. In the Removable Media Write Access window, select Encrypt business related data written
to storage devices.
3. Click the Configure Business Related file types link.
4. On the Business Related File Types page, select Business-related or Non business-related.
5. Click Add to add a group to the list.
6. Click Remove to remove a group from the list.

Creating a Custom User Message

You can customize the text that shows in all sections of the user message window, including the
banner and the option buttons. You cannot change the Check Point logos. This feature is useful for
translating user messages into different languages.

To create a custom user message:

1. In the Select User Message list, select New.
2. Enter a name and description in the applicable fields in the Policy Action Single Page Form
window.
3. Optional: Select a language from the Language list.
You can click Add to add another language to the list.
4. Select one or more text elements and enter your custom text.
5. Click Preview to see how the custom message shows on the screen.

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Configuring Peripheral Device Access

Peripheral devices cannot be encrypted and do not contain storage. These predefined actions
define which peripheral devices can be used with an endpoint computer.

Action Description
Allow connecting essential devices Access to necessary peripheral devices for basic
(keyboard, mouse, and network adapters) computer functionality is allowed. Other peripheral
devices are blocked.
Block all transmitting devices (Modem, Access to transmitting peripheral devices is
Bluetooth, IrDA, Wi-Fi) blocked. Other peripheral devices are allowed.
Allow connecting all peripheral devices Access to all devices that cannot be encrypted or
do not contain storage is allowed.

You can also create (on page 150) and change (on page 150) your own custom actions.

Creating a Custom Action

To create a new custom action:
1. In the Media Encryption & Port Protection rule, right-click the Peripheral Device action and
select Create Custom.
2. In the Peripheral Device Access window, enter a unique action name and, optionally, textual
comments.
3. For each device in the list, change the Access Type as necessary (Allow or Block).
4. For each device in the list, change the Log settings as necessary:
• Log - Create log entries when a peripheral device is connected to an endpoint computer
(Action IDs 11 and 20)
• None - Do not create log entries
5. Optional: Add new devices as necessary.

Changing an Existing Action

To change an existing action definition:
1. In the Media Encryption & Port Protection rule, right-click an action and select Edit
Properties.
2. In the Peripheral Device Access window, click Edit Name & Description and change settings
as necessary.
3. For each device in the list, change the Access Type as necessary (Allow or Block).
4. For each device in the list, change the Log settings as necessary:
• Log - Create log entries when a peripheral device is connected to an endpoint computer
(Action IDs 11 and 20)
• None - Do not create log entries
5. Optional: Add new devices as necessary.

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Defining Exceptions for Devices

You can configure custom settings for specified devices or device types. These device settings are
typically used as exceptions to settings defined in Media Encryption & Port Protection rules.
You can define device-specific exceptions for:
• One device, which is based on its serial number.
You must enter the device serial number.
• A device model, which is based on the device ID.
You must enter the device ID.
• A device type, such as Windows Portable Devices or Imaging Devices.
• A user defined device group (storage devices only).

Editing Device Details

These properties are configured for each device that is connected to a client with Media
Encryption & Port Protection:
• Device Name - Enter a unique device display name, which cannot contain spaces or special
characters (except for the underscore and hyphen characters).
• Device Connection - Select the connection type Internal, External or Unknown (required).
• Device Category - Select a device category from the list.
• Device Serial Number - Enter the device serial number. You can use wild card characters (on
page 153) in the serial number to apply this device definition to more than one physical device.
• Extra Information - Configure whether the device shows as fixed disk device (Hard Drive with
Master Boot Record), a removable device (Media without Master Boot Record) or None.
• Icon - Select an icon to show in the GUI.
• Device ID Filter - Enter a filter string that identifies the device category (class). Devices are
included in the category when the first characters in a Device ID match the filter string. For
example, if the filter string is My_USB_Stick, the following devices are members of the
device category:
My_USB_Stick_40GB
My_USB_Stick_80GB
• Allow encryption - Select this option if the device can be encrypted (storage devices only).
• Can generate device arrival audit event - Select this option to create a log entry when this
device connects to an endpoint computer (Event ID 11 or 20 only).

Creating a Device with Automatic Device Discovery

You can use the Device Discovering Wizard to create new devices that have been connected to
endpoint computers.

To create a device with the Device Discovering Wizard:

1. Open the Storage Devices Read Access, Storage Devices Write Action, or Peripheral Devices
Access action.
2. In the Device Overrides section of the Edit Properties window, click Add device.
3. In the Device Override Settings window, select Create a new device.
4. Click Next.
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5. Select Add discovered device from user logs.

6. Click Next.
7. Select a device from the list. If necessary, search or filter to find the device.
8. Click Next.
9. Optional: Edit the device details (on page 151).
10. Click Next.
11. Optional: Add this device to one or more device groups (storage devices only).
12. Click Next.
13. Define the behavior of the device. The options shown are based on which action you are
editing:
• For Storage Devices Write Access see Configuring a Write Action (on page 147).
• For Storage Device Read Access see Configuring the Read Action (on page 146).
• For Peripheral device access:
 Access type: Block or Allow
 Log type: Log or None
14. Click Finish.

Creating a Device Manually

You can manually define a device that was not inserted into a client computer.

To manually create a new device:

1. Open the Storage Devices Read Access, Storage Devices Write Action, or Peripheral Devices
Access action.
2. In the lower section of the Edit Properties window, click Add device.
3. In the Device Override Settings window, select Create a new device.
4. Click Next.
5. Select Manually configure device.
6. Click Next.
7. Enter the device details (on page 151).
8. Click Next.
9. Optional: Add this device to one or more device groups (storage devices only).
10. Define the behavior of the device. The options shown are based on which action you are
editing:
• For Storage Devices Write Access see Configuring a Write Action (on page 147).
• For Storage Device Read Access see Configuring the Read Action (on page 146).
• For Peripheral device access:
 Access type: Block or Allow
 Log type: Log or None
11. Click Finish.

Editing Device Access Setting

You can change the settings for an individual device or category of devices.

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To change the access settings for existing devices from the Policy Rule Base:
1. Open the Storage Devices Read Access, Storage Devices Write Action, or Peripheral Devices
Access action.
2. In the Device Overrides area of the Edit Properties window, select a device or group and click
Edit device.
3. If you selected a group, Add or Remove objects until the Selected Objects list contains all
applicable devices.
4. Select or clear these options as applicable. The options that show are based on the action you
are working with.
• For Storage Devices Write Access see Configuring a Write Action (on page 147).
• For Storage Device Read Access see Configuring the Read Action (on page 146).
• For Peripheral device access:
 Access type: Block or Allow
 Log type: Log or None
5. Click OK.
6. Click OK.

To change the access settings for devices from the Reporting tab:
1. In the Reporting tab > Media Encryption & Port Protection, right-click a device and select Add
device as exception.
The Device Override Settings open.
2. Edit the device details (on page 151) as necessary.

Using Wild Card Characters

You can use wild card characters in the Device Serial Number field to apply a definition to more
than one physical device. This is possible when the device serial numbers start with the same
characters.
For example: If there are three physical devices with the serial numbers 1234ABC, 1234BCD, and
1234EFG, enter 1234* as the serial number. The device definition applies to all three physical
devices. If you later attach a new physical device with the serial number 1234XYZ, this device
definition automatically applies the new device.
The valid wild card characters are:
The '*' character represents a string that contains one or more characters.
The '?' character represents one character.
Examples:

Serial Number with Wildcard Matches Does Not Match

1234* 1234AB, 1234BCD, 12345 1233
1234??? 1234ABC, 1234XYZ, 1234567 1234AB, 1234x, 12345678

Because definitions that use wildcard characters apply to more endpoints than those without
wildcards, rules are enforced in this order of precedence:
1. Rules with serial numbers containing * are enforced first.
2. Rules with serial numbers containing ? are enforced next.
3. Rules that contain no wildcard characters are enforced last.
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For example, rules that contain serial numbers as shown here are enforced in this order:
1. 12345*
2. 123456*
3. 123????
4. 123456?
5. 1234567

Advanced Actions
In This Section
Offline Access Actions ................................................................................................154
Device Scanning and Authorization Actions ..............................................................157
Log Actions..................................................................................................................159
UserCheck Actions .....................................................................................................160
Media Encryption Site Actions ...................................................................................160
Global Automatic Access Action ................................................................................162
Upgrading Media Encryption R73.x Devices and Keys .............................................163

Offline Access Actions

You can select one of these predefined actions to define encryption behavior for storage devices:
• Allow offline access to encrypted media - Users can enter a password to access storage
devices on protected computers not connected to an Endpoint Security Management Server
(Offline). Users can also use their password to access storage devices on a non-protected
computer.
• Do not allow offline access to encrypted media - Users cannot access storage devices on
protected computers that are not connected to an Endpoint Security Management Server or on
non-protected computers.
You can change the settings of these predefined actions and create new custom Offline Access to
Media action.

Custom Offline Access Settings

You can define custom offline access actions that include these settings:

Encryption Settings
Setting Description
Allow user to choose Lets users manually define the device owner before encryption. This
owner during encryption lets users create storage devices for other users. By default, the
device owner is the user who is logged into the endpoint computer.
The device owner must be an Active Directory user.
Allow user to change Lets users change the percentage of a storage device that is
size of encrypted media encrypted, not to be lower than Minimum percentage of media
capacity used for encrypted storage or Default percentage of media
capacity used for encrypted storage. Also see Configuring Encryption
Container Settings (on page 156).

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Setting Description
Allow users to remove Lets users decrypt storage devices.
encryption from media
Allow user to upgrade Lets users upgrade storage devices that were encrypted by File
from legacy drives Encryption version R73.
When encrypting, Select one of these actions for existing data on a storage device upon
Non-Business Related encryption:
Data will be: • Copied to encrypted section - Non-Business Related data is
encrypted and moved to the Business Related (encrypted) storage
device.

We recommend that you back up Non-Business Related data

before encryption to prevent data loss if the encryption fails. For
example, this can occur if there is insufficient space on the device.

• Deleted - Non-Business related data is deleted.

• Untouched - Non-Business Related data is not encrypted or
moved.
Secure format media Run a secure format before encrypting the storage device. Select the
before encryption number of format passes to do before the encryption starts.
Change device name and When selected, after the device is encrypted, the name of the
icon after encryption non-encrypted drive changes to Non Business Data and the icon
changes to an open lock.
When cleared, the name of the non-encrypted drive and the icon do
not change after the device is encrypted.

Offline Access Settings

Setting Description
Password protect media Lets users assign a password to access a storage device from a
for access in offline computer that is not connected to an Endpoint Security Management
mode Server. Users can also access the storage device with this password
from a non-protected computer
Allow user to recover Lets user recover passwords using remote help.
their password using
remote help
Copy utility to media to Copies the Explorer utility to the storage device. This utility lets users
enable media access in access the device from computers that are not connected to an
non-protected Endpoint Security Management Server.
environments
Protect media with Lets users assign a different password that gives read-only access to
password for read-only a storage device.
access in offline mode
Allow user to change Lets users change a previously defined read-only password.
read-only password

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Configuring Encryption Container Settings

Configure options for setting the encrypted space on storage devices.

To configure encryption settings for users on storage devices:

1. In the SmartEndpoint Policy tab, select a Media Encryption & Port Protection rule.
2. Clone the Offline access to encrypted storage devices action.
3. in the cloned action, under Allow offline access to encrypted storage devices, select Allow
user to change the size of encrypted media.
4. Set the Minimum percentage and Default percentage of free space- how much of the device's
free space can be used
Or set the Minimum percentage and Default percentage of media capacity - how much of the
device's total capacity can be used.

To force encryption of all media:

1. Do not select Allow user to change the size of encrypted media.
2. Set the Minimum percentage and Default percentage of media capacity to 100.

Password Constraints for Offline Access

In the Properties of the Offline Access action, click Configure password constraints to set the
requirements for password used to access encrypted devices.
These Actions define the requirements for user passwords for Media Encryption & Port
Protection:

Action Description
Use Windows password The standard Windows password requirements are enforced:
complexity The password must:
• Have at least six characters
• Have characters from at least 3 of these categories:
uppercase, lowercase, numeric characters, symbols.
Use custom password If you select this, select the requirements for which type of
complexity characters the password must contain or not contain.

Double-click an action to edit the properties:

Option Description
Use custom requirements If you select this, select the requirements for which type of
characters the password must contain or not contain:
• Consecutive identical characters, for example, aa or 33
• Require special characters. These can be: ! " # $ % & ' ( ) * + , - . /
:<=>?@{
• Require digits, for example 8 or 4.
• Require lower case characters, for example g or t.
• Require upper case characters, for example F or G.
• Password must not contain user name or full name.
Minimum length of Enter the minimum number of characters for a valid password.
password

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Option Description
Password can be changed Enter the minimum number of days that a password must be valid
only after before the user can change it.
Password expires after Enter the maximum number of days that a password can be valid
before the user must change it.
Number of passwords Enter the minimum number of password changes needed before a
previously used password can be used again.

Media Lockout Settings

You can configure Media Encryption & Port Protection to lock a device after a specified number of
unsuccessful login attempts:
• Temporarily - If a device is locked temporarily, users can try to authenticate again after a
specified time.
• Permanently - If the device is locked permanently, it stays locked until an administrator
unlocks it.
Select one of these Actions to define if and when user accounts are locked:

Action Description
Do not lock out storage device Users are not locked out of a device if they try to log on
upon failed authentication. unsuccessfully. This setting is not recommended.
Temporarily lock storage device After a configured amount of failed log on attempts (the
upon failed authentication default is 5), the device is temporarily locked.
attempts
Permanently lock storage device After a configured amount of failed log on attempts (the
upon failed authentication default is 10), the device is permanently locked.
attempts

Right-click an Action to edit the properties. You can also create custom device Lock actions.

Device Scanning and Authorization Actions

You can configure a Media Encryption & Port Protection rule to require malware and unauthorized
file type scans when a storage device is attached. You also can require a user or an administrator
to authorize the device. This protection makes sure that all storage devices are malware-free and
approved for use on endpoints.
On E80.64 and higher clients, CDs and DVDs (optical media) can also be scanned.
Note - After a media device is authorized:
• If you make changes to the contents of the device in a trusted environment with Media
Encryption & Port Protection, the device is not scanned again each time it is inserted.
• If you make changes to the contents of the device in an environment without Media Encryption
& Port Protection installed, the device is scanned each time it is inserted into a computer with
Media Encryption & Port Protection.

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You can select one of these predefined options for a Media Encryption & Port Protection rule:

Action Description
Require storage devices to be scanned and Scan the device when inserted. If this option is
authorized. Allow self-authorization. selected, users can scan the storage device
manually or automatically. If this setting is
cleared, users can only insert an authorized
device.
Require storage devices to be scanned and Scan the device when inserted. Specified
authorized. Do not allow self-authorization. administrators must authorize the device after
a successful scan.
Do not scan storage devices Storage devices are not scanned when inserted
and no authorization is necessary.
New Create a custom action with different
authorization and media scan requirements.

You can configure which file types can or cannot be on storage devices.

To configure which file types can be on storage devices:

1. In a Media Encryption & Port Protection rule, click a device scanning and authorization action
and select Edit Properties.
2. Click the Configure unauthorized file types link.
3. In the Unauthorized File Types window, select a Mode:
• Unauthorized - Configure the file types that are blocked. All other file types are allowed.
• Authorized - Configure the file types that are allowed. All other file types are blocked.
The default is unauthorized with all file types allowed.
4. Click Add to add file types to the list.
5. Select file types from the Available Objects list and click Add to move them to the Selected
Objects list.
If you selected Unauthorized mode, select the file types that are not blocked from storage
devices.
If you selected Authorized mode, select the file types that are allowed on storage devices.
6. Optional:
• Click New to create a new file type.
• Click Remove to remove a group from the list.
7. Click OK.
8. Click OK.

To enable or disable scans for optical media (CDs and DVDs):

1. In a Media Encryption & Port Protection rule, click a device scanning and authorization action
and select Edit Properties.
2. In the Device Overrides area:
• To disable scans, select Exclude optical media from scan.
• To enable scans, clear Exclude optical media from scan.
3. Click OK.

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Custom Scan and Authorization Actions

You can create custom actions that have different requirements for authorization and the media
scan. You can let users connect storage devices without a scan or delete unauthorized file types
from the storage device.

To define custom actions:

1. Double-click an action in a rule and select the New action.
2. In the Edit Properties window, configure these parameters as necessary:
Parameter Description
Name Unique action name.
Comments Optional textual comments.
Scan storage devices and Select to scan the device when inserted. Clear to skip the
authorize them for access scan.
Enable self-authorization If this option is selected, users can scan the storage device
manually or automatically. If this setting is cleared, users can
only insert an authorized device.
Automatic media authorization The device is authorized automatically.
Allow user to delete The user can delete unauthorized files detected by the scan.
unauthorized files. This lets the user or administrator authorize the device after
the unauthorized files are deleted.
Manual media authorization Users or administrator must manually authorize the device.
Allow user to skip media scan The user can optionally skip the scan when a device is
connected to a client.

Log Actions
This setting defines when Media Encryption & Port Protection creates log entries when a storage
device is attached to an endpoint computer. You can select one of these predefined log actions:

Action Description
Do not log security events Disable all log entries.
Log only critical events Create log entries only for events that are classified as
critical.
Log critical and security events Create log entries only for events that are classified as
critical or security events.
Log all events Create log entries for all events.

You cannot define custom log actions.

This table shows the applicable Media Encryption & Port Protection events and their severity
classification.

Event ID Description Classification

3 Policy update completed successfully Low
7 Device authorization successful Low
8 Device authorization failed Critical

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Event ID Description Classification

11 Device access is blocked when attached to the endpoint computer Critical
15 Encrypted storage created successfully Low
16 Encrypted storage device removed Critical
20 Device is attached to an endpoint computer and access is allowed Security
21 A user follows the Ask User procedure to override a rule Critical
22 A users does not follow the Ask User procedure to override a rule Critical
23 A storage device file operation is blocked Critical
24 A storage device file operation is allowed Security

You can define different log settings for specified devices (on page 151).
Log entries are initially stored on client computers and then uploaded to the server at predefined
intervals.

UserCheck Actions
UserCheck for Media Encryption & Port Protection tells users about policy violations and shows
them how to prevent unintentional data leakage. When a user tries to do an action that is not
allowed by the policy, a message shows that explains the policy.
You can optionally let users write to a storage device even though the policy does not allow them
to do so. In this case, users are prompted to give justification for the policy exception. This
justification is sent to the security administrator, who can monitor the activity.
You can use the default UserCheck messages or define your own custom messages.

To change an existing UserCheck message:

1. Right-click a UserCheck action, and select Edit.
2. For each UserCheck message type, select an option to show a message.
Clear an option to prevent a message from showing.
3. Optional: Click Configure to define a custom UserCheck message.
4. Optional: Click Configure to define a custom Ask User message.

To define a custom UserCheck message:

1. Right-click a UserCheck action, and select Custom.
2. Enter a unique name for the new action.
You can optionally add text comments and select a display color.
3. Do steps 2 through 5 in the above procedure as necessary.

Media Encryption Site Actions

Site Actions control when to allow or prevent access to encrypted devices that were encrypted by
different Endpoint Security Management Servers. Each Endpoint Security Management Server
(known as a Site) has a Universally Unique Identifier (UUID). When you encrypt a storage device on
an Endpoint Security client, the Endpoint Security Management Server UUID is written to the
device. The Site action can prevent access to devices encrypted on a different Endpoint Security
Management Server or from another organization. The Site action is enabled by default.

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When a user attaches a storage device, Media Encryption & Port Protection makes sure that the
device matches UUID the Endpoint Security Management Server UUID or another trusted Endpoint
Security Management Server. If the UUIDs match, the user can enter a password to access the
device. If the UUID does not match, access to the device is blocked.
This table shows what occurs when you insert an encrypted device into a client that is connected
to an Endpoint Security Management Server the policy allows read- access. The Endpoint Security
Management Server that the device was encrypted with is referred to as "the encrypting Endpoint
Security Management Server".

The client is connected to: Action

The encrypting Endpoint Security Management Server User can access automatically or enter a
password for access.
A different trusted Endpoint Security Management User can enter a password for access.
Server
A non-trusted Endpoint Security Management Server User cannot access the device.

Configuring Media Encryption Site Actions

Media Encryption Site actions are part of the Media Encryption & Port Protection Policy. This
predefined action is enabled by default. You can change this action or create your own custom
actions.

Action Description
Allow access to media Media Encryption Site (UUID) verification is enabled. Endpoint Security
encrypted at current clients can only access encrypted devices that were encrypted by the
site only same Endpoint Security Management Server. If you add Endpoint
Security Management Servers to the table below, they are considered
trusted and devices encrypted on those servers are allowed also.

To allow access to devices encrypted on other trusted Endpoint Security Management

Servers:
1. Right-click a Media Encryption Site action and select Edit.
2. Select Endpoint client will allow access only to encrypted media that was encrypted by an
Endpoint client connected to one of the following management servers.
3. Click Add > New.
4. In the New Management Server window, enter:
• Name - A descriptive name for the trusted server.
• Comments - Optionally add free text comments.
• Server UUID - The trusted Endpoint Security Management Server UUID.
5. Click OK.

To allow access to devices encrypted on this Endpoint Security Management Server

from other Endpoint Security Management Servers:
1. Right-click a Media Encryption Site action and select Edit.
2. The Edit Properties window opens.
3. Select Endpoint client will allow access to encrypted media that was encrypted by an
endpoint client connected to any management server.

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4. Click Copy to Clipboard and then save the current Endpoint Security Management Server
UUID to a text file.
5. Add the current Endpoint Security Management Server, using the saved UUID, to the Media
Encryption Action to each trusted Endpoint Security Management Server.

To disable Media Encryption sites:

1. Right-click the Allow access to media encrypted at current site only action.
2. Select Edit.
3. In the Select Action field, select New.
This creates a new site action.
4. In the Policy Action Single Page Form window, give the policy a different name and
description.
5. Click OK.
6. Select Endpoint Client will allow access to encrypted media which was encrypted by an
endpoint client connected to any management server.
7. Click OK.
When Media Encryption Sites is disabled, Endpoint Security clients can access storage devices
that were encrypted by all Endpoint Security Management Servers.

Global Automatic Access Action

You can select a global action that defines automatic access to encrypted devices. This has an
effect on all Media Encryption & Port Protection rules, unless overridden by a different rule or
action.

To enable automatic access:

• Make sure that Removable Media Read Access actions allow access for the specified users or
computers.
Note - Users cannot access encrypted devices by entering a password if read access is
not allowed for that user.

• Select or define an action that allows Automatic Access for the logged in user.
Media Encryption & Port Protection comes with these predefined actions:

Action Description
Encrypted storage devices are fully All users can read and change all encrypted
accessible by all users content.
All users in the organization can read All users can read encrypted files on storage
encrypted data, only owners can modify devices. Only the media owner has can change
encrypted content.
Only owners can access encrypted data Only media owners read and/or change encrypted
content.
Access to encrypted data requires Users must enter a password to access the device.
password authentication Automatic access in not allowed.

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Custom Automatic Access Action Rules

To create custom action rules:

1. Right-click a Global Automatic Access action and select Edit.
The Custom Encrypted Media Access Rules window opens. There are two predefined action
rules in this window. You cannot delete these rules or change the media owner or media user.
But, you can change the access permissions.
The two predefined actions are defaults that apply when no other custom action rules override
them. The Any/Media Owner action rule is first by default and the Any/Any action rule is last
by default. We recommend that you do not change the position of these rules.
2. Click Add.
3. In the Encrypted Media Owner field, click the arrow and select one of these options:
• Any - This action applies to any media owner
• Choose User/Group/OU from your organization - Select the applicable user, group or OU
that this action applies to
4. In the Encrypted Media User field, click the arrow and select one of these options:
• Any - This action applies to any user
• Media owner - The media owner is also defined as the user
• Choose User/Group/OU from your organization - Select the applicable user, group or OU
that this action applies to
5. In the Access Allowed field, select one of these permissions:
• Full Access
• Read Only
• No Automatic Access
To delete a custom action rule, select the action and click Remove. To edit an action, simply select
the field in the applicable action and change the parameter.

Upgrading Media Encryption R73.x Devices and Keys

This version includes a wizard that lets you export Media Encryption devices from the R73.x
database and import them into an R80.30 Endpoint Security Management Server. When upgrading
from Media Encryption R73 to the current version:
• We recommend that you add the UUID of the R73 server to the trusted list.
• You can access devices that were encrypted on the R73 Media Encryption server automatically,
if you export the devices and keys from the R73 database and import them in to the Endpoint
Security Management Server.
Important - Encryption keys associated with Active Directory users that were not added to
the Media Encryption (Protector) server manually or through group synchronization,
will not be migrated.

Media Encryption (Protector) Encryption Keys and Devices are stored in the MS-SQL database. The
Protector Server connects to MS-SQL through named pipelines. To migrate Media Encryption keys
and devices, you must configure MS-SQL to accept requests over TCP connections. You must
create a login profile that has the permissions required to access the Disknet database.
• If the Protector Server is installed with default settings, use the instructions here.

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• If the MS-SQL is installed on an external machine, or MS-SQL management tools are installed,
consult with your DBA, and skip to the Running Migration Tools section.

To configure the MS-SQL server to accept requests over TCP connections:

1. In the regedit tool, find the "SuperSocketNetLib" key.
The path to this key can be different according to the platform and installed tools.
2. Right-click the "SuperSocketNetLib" entry and export it for backup.
3. Create a reg file to customize the server:
If the path to the SuperSocketNetLib entry is the same in the Media Encryption (Protector)
server and in this article:
a) Copy this registry fragment to a separate file.
b) Save it with the "reg" extension, and run it.
If the path is different, edit the new reg file so that it fits the path on the machine.
Windows Registry Editor Version 5.00
[HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSSQLServer\MSSQLServer]
"LoginMode"=dword:00000002
[HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSSQLServer\MSSQLServer\SuperS
ocketNetLib]
"ProtocolList"=hex(7):74,00,63,00,70,00,00,00,6e,00,70,00,00,00,00,00
"TcpPort"="1433"
[HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSSQLServer\MSSQLServer\SuperS
ocketNetLib\Tcp]
"TcpHideFlag"=dword:00000000
"TcpDynamicPorts"=""
"TcpPort"="1433"
"Enabled"=dword:00000001
4. When the registry edit is done, open the regedit utility.
5. Make sure that the "reg" script ran successfully and that the values in the registry were
changed according to the script.
6. Restart the "MSSQLSERVER" process.

To add a new login profile to the MS-SQL server:

1. Run the osql tool from the command line: osql -E
2. Run these commands in the osql command line:
EXEC sp_addlogin 'ep','ep'
GO
EXEC sp_grantdbaccess 'ep', 'Disknet'
GO
EXEC sp_addsrvrolemember 'ep', 'sysadmin'
GO

To run the Migration Wizard:

1. Make sure that Media Encryption & Port Protection and the Endpoint Security server are up
and running.
2. Make sure that Directory Scanner finished a full scan of the Active Directory.
Important! This is required to complete the key migration successfully.
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3. Open the SmartEndpoint console.

4. Click Tools menu > Devices and Keys Migration Tool.
5. Enter the details of the Media Encryption R73 Database: IP address or server name, Database
Username, Database Password, Database Name.
6. Click Next.
7. Select Import Devices or Import Keys or both.
8. Click Next.
See the import results. When import is done, users can access the media from computers with
Endpoint Security client installed.
Important! Users must access the media at least once to enable Remote Help Key Recovery.
More details can be found in [Link] file, which is located in the same folder as the
[Link] executable. To go to this folder, right-click the SmartEndpoint icon and
select Properties > Open File Location.

Converting File Encryption Devices to Media Encryption

You can easily convert storage devices that were encrypted with Pointsec File Encryption R73 and
earlier to Media Encryption [Link] and higher. When you insert a device encrypted with Pointsec
File Encryption into an endpoint computer running this version, you are prompted to upgrade the
device.

To convert a File Encryption device to Media Encryption:

1. Insert the device into a computer that has an Endpoint Security client with Media Encryption &
Port Protection active.
2. This message shows:
To access the device, you need to convert it to Media Encryption format.
3. Click OK.
4. If necessary, enter the File Encryption credentials of the device in the window that opens.
These must be the credentials originally to encrypt the storage device. They can be:
• A corporate user name and password assigned by the administrator
• A personal user name and password defined for this storage device
If the device was originally encrypted with a corporate password and Media Encryption & Port
Protection can find the password on the computer, this window does not open.
5. Enter and re-enter a new password for the device.
6. Click Continue.
7. Optionally, edit the Media Encryption settings.
8. Click Encrypt.
9. When the encryption is complete, click Finish.

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CHAPTE R 16

Capsule Docs
In This Section:
Overview of Capsule Docs ..........................................................................................166
Prerequisites for Capsule Docs .................................................................................167
Using Capsule Docs ....................................................................................................172
Configuring Capsule Docs Policy Rules ....................................................................173
Working with External Users .....................................................................................176
Troubleshooting Capsule Docs Reverse Proxy .........................................................177
Capsule Docs Recovery ..............................................................................................178

The Capsule Docs component, managed by an on-premises Security Management Server, lets
organizations protect and share documents safely within the organization and with business
partners, and manage the organizational Capsule Docs policy, monitoring, and deployment
through SmartEndpoint.

Overview of Capsule Docs

Check Point Capsule Docs provides these benefits:

Control the parties that can access the data

• Restrict access to individuals, groups or entire organizations.
• Use granular Classification model to assign different permissions for internal and external
users.
• Control data distribution (Forward, Copy/Paste, Print).
• Choose contacts from your Outlook address book with whom you usually communicate.
• Prevent unintentional data loss with the help of UserCheck.
• Use Data Classification to classify documents without encryption.
• Set a document expiration date to limit when documents can be accessed.

Protect data stored on untrusted servers and shared via untrusted channels
• Each protected document remains protected even on untrusted servers.
• Prevent forwarding to unauthorized parties.
• Secure all created documents automatically.
• Set a document expiration date

See full audit trail for data access

• All actions on protected documents are logged and are available through the Logs view in
SmartConsole.
• Follow paper trail for a single document.
• Audit distribution patterns for documents in an organization.
• Monitor access by external parties.

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Access protected documents easily from your platform of choice

• Seamless integration with Microsoft Office and Adobe Acrobat on Windows platforms.
• Lightweight Windows Viewer that does not require administrative privileges or Microsoft
Office or Adobe Acrobat clients installed.
• Access protected documents from proprietary Apps on Android, and iOS mobile devices.

Full Integration with Organizational Active Directory

• Users that are defined in the Active Directory are automatically provisioned to use Capsule
Docs.
• User’s Active Directory account authentication is sufficient to access relevant protected
documents.
• Customize Capsule Docs policy for different Users, Organizational Units and Groups.

You must configure all prerequisites before you can work with Capsule Docs.

Prerequisites for Capsule Docs

This picture gives an overview of the different components required for a Capsule Docs
deployment as part of an Endpoint Security environment:

ID Description ID Description
A Internal Network B DMZ
1 Management Server 6 Reverse Proxy
2 Active Directory Server C External Network
3 SMTP Server 7 Public-facing DNS Server
4 Internal users 8 Mobile users
5 Management Console 9 External users

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Notes:
• Management Server (1) - A Secondary Management Server and Endpoint Policy Servers can
be used for redundancy and load balancing.
• Active Directory Server (2) - Each user account in the Active Directory must have a valid email
address. This is usually populated automatically if Microsoft Exchange is configured. User
authentication fails if there are two AD accounts with the same email address.
• SMTP Server (3) - Is only required if the organization shares data with external users
• SMTP Server (3) with encryption protocols SSL and TLS are supported.
• Reverse Proxy (6), and a Public-facing DNS Server (7) are only required if one or more of
these conditions exist:
• The organization shares data with external users.
• Protected document are accessed from mobile devices that do not have access to internal
resources.
If these conditions do not exist, a DNS Server is still required but does not need to be
accessible from external networks.
To share protected documents externally, you must have an SMTP server and configure a Reverse
Proxy.

Workflow for Capsule Docs Configuration

Before you configure Capsule Docs policy in SmartEndpoint:
1. Enable the Endpoint Policy Management component on the Endpoint Security Management
Server.
2. Configure the Active Directory server as the primary DNS server (on page 168).
3. Configure the Directory Scanner (on page 45).
4. Prepare the Reverse Proxy (on page 169).
5. Configure an email server (on page 171).
6. Configure Single Sign-on with Active Directory (on page 172).

Configuring the Primary DNS server

To configure the Active Directory server as the primary DNS server in Gaia:
1. In the Portal, Network Management navigation tree menu, select Hosts and DNS.
2. Enter the IP address of the Active Directory server as the Primary DNS Server.
3. Click Apply.

To configure the Active Directory server as the primary DNS server in Windows:
1. In the Control Panel window, go to Network and Internet > Network and Sharing Center >
Change adapter settings.
2. Right-click the server network interface and select Properties.
The Connection Properties window opens.
3. Select Internet Protocol Version 4 (TCP/IPv4) and click Properties.
4. In the window that opens, enter the IP address of the Active Directory server as the Preferred
DNS server.
5. Click OK.
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6. Click Close.

Configuring the Directory Scanner

See Active Directory Scanner (on page 45) for instructions on how to to configure the Directory
Scanner.

Preparing the Reverse Proxy

The Reverse Proxy makes sure that requests from mobile devices and Capsule Docs clients that
do not have internal network access reach the Endpoint Security Server.
If you use a Security Gateway as the Capsule Docs Reverse Proxy, do the procedures in this
section. Alternatively, you can configure a third party server, for example an Apache Server, as a
Reverse Proxy Server. See sk102973
[Link] to use a third party server as a
Reverse Proxy Server.
To prepare the Security Gateway for the Capsule Docs Reverse Proxy you must:
• Enable the Mobile Access component on the Security Gateway.
• Configure the Reverse Proxy on the Security Gateway or server to point to the Endpoint
Security Management Server.
Note- Make sure the name of the Endpoint Security Management Server resolves correctly in
DNS.
• For Gaia: If the Gaia portal of the Mobile Access Security Gateway is on [Link] ip>/
with a "/" at the end and on port 443, you must change the URL or port. For example, change
the URL to [Link] ip>/gaia or change the port to 4434. Change the URL in the
Gateway Properties tree select Platform Portal and change the Main URL. This change
requires a policy installation.
If you do not make this change, the Gaia portal will not be accessible.

To enable the Mobile Access component on the Security Gateway:

1. In SmartConsole, double click the Security Gateway object.
2. In the properties window that opens, select Mobile Access in the components section.
The Mobile Access Configuration wizard opens.
3. Click Cancel, if you want to use the Security Gateway as a reverse proxy only.
The Mobile Access Policy is created, but has no rules in it.
4. Click OK.
5. In the main menu, go to Policy > Install.
6. Select the Security Gateway to install policy only on the Security Gateway.
During policy installation, a warning shows: The Mobile Access Policy does not contain any
rules. You can ignore this.
7. Click OK.

To configure the Capsule Docs proxy on the Security Gateway:

1. On the gateway, run:
ReverseProxyCLI add application capsule_docs <public_server_name>
<capsule_docs_server>

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Where:
• <public_server_name> is the Capsule Docs Server public name, configured in
SmartEndpoint. This hostname should be resolved to the Reverse Proxy Gateway, for
example: [Link]
• <capsule_docs_server> is the Capsule Docs Server internal hostname OR IP address, for
example: [Link] OR [Link]
2. Follow the on-screen instructions.
Make sure that the output of Please wait.. Calculating your internal Host (host) IP addresses
is the IP address of the internal server and that no warnings are shown.
3. Run : ReverseProxyCLI apply config
Make sure the command output is :Finished applying configuration successfully.
If warnings are shown you must resolve the problems before you continue.
You can also enable Single Sign-on for Capsule Workspace with Capsule Docs users.

To enable Single Sign-on for Capsule Workspace Capsule Docs users:

1. In SmartConsole, click Security Policies.
2. Click Shared Policies > Mobile Access.
3. Click Open Mobile Access Policy in SmartDashboard.
4. In the SmartDashboard Mobile Access tab, from the navigation tree, select Applications > Web
Applications.
The list of all Web Applications shows.
5. Click New.
The Web Application window opens.
6. In the General Properties screen, enter the Name of the new Capsule Docs Web Application
7. In the Authorized Locations screen, select the Endpoint Security Management Server Host or
the DNS name of the Endpoint Security Management Server.
If it does not show in the drop-down menu, click Manage > New, select Host or DNS Name, and
configure the new Endpoint Security Management Server.
8. In Directories section of the Authorized Locations screen, select Allow access to specific
directories, and add new directories:
a) Click New.
b) In the window that opens, type in the directory path.
c) Click OK.
The new directories are:
• /eps/client/services/DirectoryService
• /eps/client/services/EpsCommonService
• /eps/mobile/getDocumentKey
• /eps/mobile/login
• /policy
9. In Services section of the Authorized Locations screen, select https as the Default. Clear http.
10. In the Link in Portal screen, configure these settings:
a) Select Add a link to this Web application in the Mobile Access portal.
b) In the Link text field, enter a label for the link. This does not affect users.

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c) Enter the URL [Link] Security Management ServerIP or DNS IP address>

d) In the Tooltip field, enter the external name of the Endpoint Security Management Server
exactly as it is configured on the Endpoint Security Management Server.
11. In the Additional Settings > Single Sign-on screen, configure these settings:
a) Select Turn on Single Sign-on for this application.
b) Select Advanced for When a user signs in to this application.
c) Click Edit.
d) In the window that opens, select This application reuses the portal credentials. If
authentication fails, Mobile Access prompts users and stores their credentials.
e) Click OK.
f) Click Edit in the Login Settings section.
g) In the window that opens, select The users of this application belong to the following
Windows domain, and enter the users' domain name.
h) Click OK.
12. In the Additional Settings > Link Translation screen, select Using the following method and
Path Translation.
Note - on gateway objects, Path Translation is supported by default.
13. Click OK.
14. Install Policy.

Note - To grant access to an application for the Capsule Workspace users, you must add a
Single Sign-on access rule to the Capsule Workspace policy.

Configuring a Mail Server for Capsule Docs

To send protected documents to external users, you must configure your email server. Two types
of email servers are supported:
• SMTP (default)
• FileSystem

To configure the email server:

1. In SmartEndpoint, select Manage > Email Server Settings > Configure Settings.
2. In the Email Server Settings window, enter the email server host name or IP address.
3. Select the Port number for the email server (default = 25).
4. If the email server requires an SSL connection, select Enable SSL Encryption.
5. If email server authentication is necessary, select User authentication is required and enter
the credentials.
6. Click Send Test Email to make sure that you can successfully access the email server.
7. In the window that opens, enter an email address that the test will be sent to and click Send.
• If the verification succeeds, an email is sent to the email address entered and a Success
message shows in the Email Server Settings window.
• If the verification fails, an Error message shows in the Email Server Settings window.
Correct the parameters errors or resolve network connectivity issues. Stand on the Error
message to see a description of the issue.
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8. Click OK to save the email server settings and close the window.

Troubleshooting issues with email settings

If the email server does not send alerts and email server authentication is not necessary do these
steps:
1. In SmartEndpoint, select Manage > Email Server Settings > Configure Settings.
2. In the Email Server Settings window select User authentication is required.
Configure these parameters :
• Port - Leave the default (25).
• User Name - Enter a fictitious email address. This address will show as the sender of email
alerts.
• Password - Enter a fictitious password. This is not used.
3. Optional: Trigger an alert to test the email server.

Single Sign-on with Active Directory

For managed clients to seamlessly authenticate to Capsule Docs with users' AD credentials,
enable Single Sign-on with Active Directory authentication.
The default setting is Do not allow Single Sign-on with Active Directory.

To enable Single Sign-on with Active Directory:

1. Prepare the Active Directory server for authentication. Use the instructions in Configuring
Active Directory for Authentication (on page 101).
2. Configure the authentication settings in SmartEndpoint. Use the instructions in Configuring
Global Authentication (on page 102). To enable Capsule Docs Single Sign-on, it is not
necessary to select Work in authenticated mode. We recommended that you do not select this
option during the evaluation and lab stage.
3. Save.
4. In SmartEndpoint, Policy tab, in the Capsule Docs policy rules, select Allow Single Sign-on
with Active Directory.
5. Install policy in SmartEndpoint.

Using Capsule Docs

When users create a new document in a supported application, the protection settings of their
default Capsule Docs community are applied to the document. Users can change the settings
through the Capsule Docs menu.
In some MS Office versions, the menu shows in the upper-right corner of documents. In others it
shows in the Home tab.
Based on the Capsule Docs policy that you configure, users can:
• Change document Classification
• Change Community
• Remove protection
• Add or remove users and groups

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• Set a document expiration date (only document Authors can do this)

• Create Favorites lists of users and groups.
Note - the Favorites lists can be used across the supported applications, to share the
documents with different sets of users.
To learn more, see the Capsule Docs User Guide for your client release
[Link]

Configuring Capsule Docs Policy Rules

For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.
Actions with the icon apply to all of the organization.

Organization Settings
The Organization Settings define the name of the organization and the name of the Public or
External Server. This is the domain name that leads to the reverse proxy server or gateway.
Note - The Public Server Name should be configured one time and not changed.

Active Classifications
Define the Capsule Docs classifications in use and the permissions associated with them.
Also define the permissions of document Authors. By default the permissions are set to be based
on the classifications assigned to individual documents or higher. However, you can change them
as necessary. A document can have multiple authors. Classification based means that the setting
for the Author is the same as what is defined for the Classification.

To create a new classification:

• Click Create Classification.

To delete a classification:
• Click Revoke Classification.

To change the order of the classifications that end-users see in the Capsule Docs menu:
• Select a classification from the table and click the up and down arrows
For each Classification, define its properties and permissions in the table. For more details about
the options see sk105076 [Link]

Column Description
Icon Select the icon that users see in protected documents.
Classification Give the classification a descriptive name.
Name

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 Capsule Docs

Column Description
Applied On • All Users - The same definitions of the classification apply to All Users.
• Separate Internal and External Users - There are different permissions
for each classification, one for Internal and one for External users. When
you select this, a second row opens for the classification.
Encrypted • Yes - Documents with this classification are encrypted and marked with a
pink lock.
• No - Documents are classified but not encrypted. There is no user list and
all users can access the document. All permissions except Unprotect and
Change Classification are changed to Yes automatically.
Edit Can users edit the document: Yes or No.

Modify Users Can users add or remove users and groups: Yes or No.
Change Can users change the classification of a document: Yes or No.
Classification
Unprotect Can users make a document unprotected: Ask, Yes, or No. If Ask is selected,
users must give a reason if they choose to unprotect a document.
Mobile Access Can the document be accessed through Capsule Docs on mobile devices: Yes
or No.
Print Can users print the document: Yes or No.
Screen Capture Can users take screenshots of the document: Ask, Yes, or No. If Ask is
selected, users must give a reason that they require screenshots.
Copy Paste Can users copy from the document and paste in their device: Yes or No.
Markings Double-click to change the selection. Select a header, footer, or watermark
with the Classification Name to include in the document. Different markings
are supported for different document types.

Email Domains for Sharing Documents

Email Domains for sharing documents Defines permissions for new user registration, based on
email domains. Each domain can be defined as either Internal or External. There are two default
domains that cannot be edited or deleted:
• AD Scanned Domains - Defined as Internal and contains users added by the Active Directory
scanner.
• Non AD Scanned Domains - Defined as External and contains users that are not configured in
the Domain Configuration window.
You can add more Internal or External Non AD Scanned Domains, and set the permissions to add
New Users from them:
• Can register after explicitly added to a document
• Can register without being explicitly added to a document
• Not allowed

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Automatic Protection
Define the default encryption behavior for new documents:
• Enforce automatic protection for new documents
• Do not enforce automatic protection
• Suggest document protection when saving document
You can also manually select or clear these options in the Properties of the Action:
• Protect new documents created by internal users
• Suggest to protect when user saves document
• Suggest to protect when user performs Save As

Initial Protection Configuration

Define the default protection settings that are assigned to newly protected documents. Users with
the required permissions can edit these settings from the document.
The settings are:
• Select the classification, for example, Restricted or Highly Restricted.
The classifications and permissions shown are those configured in the Classifications and
Permissions Action. You cannot edit them from this Action.
• Add and remove user groups that show in newly protected documents.
• Configure which users or groups have Author permissions. The Document Protector is the
person who first protects the document. This person can have Author permissions but it is not
required. One or more entities must have Author permissions.

To add and remove user groups that show in newly protected documents:
1. Click the arrow and select Manage Groups to open the organizational tree and select one or
more groups to add to the list.
2. Select one or more groups from the list. These groups are added to the initial protection list
that is automatically assigned to a document.
All groups that show in the Protection Setting window are assigned to the document.
3. To remove a group or user, select it from the list and click the X.

To configure which users or groups have Author permissions:

• Right-click the Document Protector or a different user or group and select an option:
• Remove as Document Author
• Mark as Document Author
If the default classification does not have encryption:
All users can access it and the users and groups selected here only apply if the classification is
changed to one with encryption.

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Inviting Users
Set permissions for the ability to add new users to a document if they are not yet invited or
registered. By default, all users in the internal domains have permission to the documents and do
not require invitations.
The options are:
• Allow inviting users from any domain
• Do not allow inviting users
If you select Allow inviting users from any domains, you can also limit the users who can be
invited to those from specified domains.

To limit the users who can be invited to a document:

1. In a Capsule Docs rule, right-click the Inviting Users Action and select Edit Shared Action.
2. In the bottom part of the Properties window, in the Permission to invite new users list, select
Allow only from the following domains.
3. Click Add to add domains to the list. Only users in domains on the list can be invited.

Client Access Settings

Configure Client access to protected documents.
Set the period of downtime, after which if the client does not get updated, the access to protected
documents becomes blocked. You can also configure how often the client checks for updates.

Single Sign-on with Active Directory

This Action defines permissions for Single Sign-on with Active Directory. The default is Do not
allow Single Sign-on with Active Directory.

Working with External Users

You can add external users who can access Capsule Docs protected documents in these ways:
• A user adds an external user to a document.
• An external user downloads the Capsule Docs client and registers.
• An administrator adds a user or domain in SmartEndpoint. The administrator can add
individual users or import users from a .csv file.
• Right-click the External Users folder in the Users and Computers tree and select Capsule
Docs > Add External Users.
• In the Global Actions pane, select Add External Users.
The first time that an external user from a new domain is added to the system, a new folder is
created for the domain in the Users and Computers tree under External Users.
External users are in one of these states, shown in the User Details:
• Invited - A user added the external user to a document but the new user did not register yet.
• Registered - The user downloaded the Capsule Docs client and registered with an email
address.

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• Revoked- The administrator revoked the user and the user cannot log in to Capsule Docs or
see documents. Revoked users are in the Revoked Users folder. Administrators can Restore
or Delete users from there.
An administrator can give an external user or domain internal permissions.

To give an external user the same permissions as an internal user:

Right-click on a user or domain from the Users and Computers tree and select Grant internal
permission (for document use).
External users who have internal permissions are shown in the Capsule Docs internal users
Virtual Group.

To revoke an external user:

Right-click on a user or domain from the Users and Computers tree and select Revoke user. The
user is moved to the Revoked Users folder. You cannot delete external users.

Troubleshooting Capsule Docs Reverse Proxy

Traffic Logs
You can configure the Reverse Proxy to send traffic logs, which then can be reviewed in SmartLog,
under Mobile Access logs.

To configure the Reverse Proxy to send traffic logs:

1. In SmartConsole, click Security Policies.
2. Click Shared Policies > Mobile Access.
3. Click Open Mobile Access Policy in SmartDashboard.
4. In SmartDashboard Mobile Access tab, go to Additional Settings > Logging.
5. In the Tracking section of the configuration screen, select Log Access for Web Applications,
and select events to log:
• Unsuccessful access events
• All access events
6. Install Policy.

Identify Reverse Proxy logs by these criteria:

• Category: Mobile Access
• Application: Reverse Proxy
The Access section of the log can show:
• Allowed - Authorized URL - The Reverse Proxy allowed the URL request (only shows if the All
access events logging option is configured)
• Denied - Unauthorized URL - The Reverse Proxy blocked the URL request. If this is a mistake,
you can allow the URL.
To allow a blocked URL:
• In the command line, run: ReverseProxyCLI show applications
• Under capsule_docs app in the Paths column, find the path that is unauthorized in the
log.
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• Failed - The Reverse Proxy failed to forward the request for the EPS with one of these
messages:
• Internal Server Error - The Endpoint Security Management Server aborted the connection
with the gateway. Make sure the Endpoint Security Management Server is working.
• Proxy not found -The given proxy host could not be resolved.
• Can't resolve host name - The <capsule_docs_server> is the internal_host you configured
in your capsule_docs application, you can see it under ReverseProxyCLI show
applications in the Internal Server Name column.
Your Endpoint Security Management Server is configured as a DNS name. Make sure that
this hostname can be resolved from the gateway. To do this run nslookup on the host to
see that the gateway can resolve it.
• Internal host connection failed - Failed to connect to the internal server, make sure the
server is up and running.
• Invalid URL -The URL from the gateway to the Endpoint Security Management Server was
not properly formatted.
• SSL handshake failed -A problem occurred somewhere in the SSL/TLS handshake
between the gateway and the Endpoint Security Management Server.
• Server response was too slow - Operation timeout
• Page not found
• Action that the Reverse Proxy took in relationship to this URL - Allowed, Denied, or Failed

Capsule Docs Recovery

Capsule Docs Recovery
The Capsule Docs Recovery Tool generates a master key that can open all documents in a
situation of disaster recovery.
A new master key is valid for one year. Therefore we recommend that you generate a new master
key every year. A notification shows in the SmartEndpoint Overview page when the master key is
close to its expiration date. A new master key can open all documents that were created before its
creation and up to one year afterwards.

To get the Capsule Docs Recovery Tool:

1. In the SmartEndpoint, select Tools > Capsule Docs Recovery Tool.
2. In the window that opens, create a Recovery Key Password and enter it twice.
3. Click Save As and select a location where the Tool is saved in a zip file.
4. If necessary, extract the tool and use the included instructions.

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Anti-Malware
In This Section:
Prerequisites ..............................................................................................................179
Configuring Anti-Malware Policy Rules ....................................................................180
Submitting Malware and False Detections ...............................................................184

Check Point Anti-Malware protects your network from all kinds of malware threats, ranging from
worms and Trojans to adware and keystroke loggers. Use Anti-Malware to centrally manage the
detection and treatment of malware on your endpoint computers.
The Endpoint Security Management Server regularly updates Anti-Malware definitions from a
Check Point update server.

Prerequisites
Before configuring Anti-Malware, you must:
• Configure a proxy server if you plan to use Anti-Malware in an environment that includes a
proxy server for Internet access.
• Configure the firewall gateway to accept traffic from Anti-Malware updates and Cloud
Reputation services.
• Configure port access.

To configure the Endpoint Security Management Server to work with a proxy server:
1. On the Endpoint Security Management Server, run: cpstop.
2. Open $UEPMDIR/engine/conf and edit the [Link] file.
Note - Delete the #character from the beginning of each row that you edit.

3. Add these properties:

a) The proxy server's IP address as shown in the example below:
[Link]=<IP address>
b) The proxy server's listening port as shown in the example below:
[Link]=8080
c) The username if basic authentication is enabled on the proxy server. Leave it empty if no
authentication is required.
[Link]=<username>
d) The password if basic authentication is enabled on the proxy server.
[Link]=<password>
4. Save the $UEPMDIR/engine/conf/[Link] file.
5. On the Endpoint Security Management Server, run: cpstart.

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Allowing Anti-Malware Update Traffic

After configuring the proxy server, configure the firewall gateway to accept the traffic to the
update servers.

To enable update traffic through a proxy server:

1. In your firewall gateway, allow outbound internet connectivity.
2. In your firewall gateway, allow outbound connectivity to the Anti-Malware update server.

Port Access
The Endpoint Security server must have access to ports 80 and 443 to retrieve the latest malware
definitions. Make sure that your firewall gateway allows this traffic.

Configuring Anti-Malware Policy Rules

For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.
Note that exclusions that you configure in one action apply to all Anti-Malware scans.

Scan All Files on Access

By default, all file are scanned when they are opened or used.
You can configure Trusted Processes as exceptions. When a trusted process accesses a file, the
file is not scanned. Exclude a process only if you fully trust it and are sure it is not malware.
You can also select or clear these options:
• Detect Unusual Activity - Use behavior detection methods to protect computers from new
threats whose information has not been added to the databases yet. It does not monitor
trusted processes.
• Enable Cloud Reputation Services For Files, Web Resources, and Processes - Use cloud
technologies to improve precision of scanning and monitoring functions. If you enable or
disable this setting, it takes affect after the client computer restarts.
• Connection Timeout - Change the maximum time to get a response from Reputation
Services (in milliseconds).
Note - If you decrease this value, it can improve the performance of the Anti-Malware
component but reduces security, as clients might not get a reputation status that shows an
item to be zero-day malware.
• Enable Web Protection - Prevents access to suspicious sites and execution of malicious
scripts. Scans files, and packed executables transferred over HTTP, and alerts users if
malicious content is found.
• Mail Protection - Enable or disable scans of email messages when they are passed as files
across the file system.

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To configure trusted processes:

1. In the Properties of the Scan all files on Access Action, click Add.
2. In the Trusted Processes window, enter the fully qualified path or an environment variable for
the trusted executable file. For example:
• C:\Program Files\MyTrustedDirectory\[Link]
• %programdata%\[Link]
3. Click OK.
The trusted program shows in the Trusted Processes list.

Malware Signature Updates

Anti-Malware gets malware signature updates at regular intervals to make sure that it can scan
for the newest threats.
These Actions define the frequency of the signature updates and the source.

Action Description
Check for malware signature Signature updates occur every 4 hours from the Endpoint
updates every 4 hours Policy Server and Check Point server.
Check for malware signature Signature updates occur every 2 hours from the Endpoint
updates every 2 hours Policy Server and Check Point server.

Double-click an Action to edit the Properties.

You can change these settings:
• Updater Interval - Frequency, in hours, between client requests for malware signatures and
scanning for engine updates.
• Signature update will fail after - The connection time out, after which the update source is
considered unavailable.
• Update Signatures From - The server or servers that the client gets updates from.
• Signature Source:
 Local Endpoint Servers - Get updates from the Endpoint Security Management Server
or configured Endpoint Policy Server.
 External Check Point Signatures Server - Get updates from an external Check Point
server through the internet.
 Other External source - Get updates from an external source through the internet.
Enter the URL.
• If first update fails: Set a fallback update source to use if the selected update source fails.
Select a different option than the first signature source.
• If second update fails - Set a second fallback update source to use if the other sources fail.
Note - If only Update from Local Endpoint Servers is selected, clients that are
disconnected from an Endpoint Security server cannot get updates.

Schedule of Malware Scans

Anti-Malware scans computers for malware at regular intervals to make sure that suspicious files
are treated, quarantined, or deleted.
These Actions define the frequency of the scans.
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Action Description
Perform periodic anti-malware scan A scheduled scan occurs every day at the time
every day shown in the Properties.
Perform periodic anti-malware scan A scheduled scan occurs every week at the day and
every week time shown in the Properties.
Perform periodic anti-malware scan A scheduled scan occurs every month at the date
every month and time shown in the Properties.

Double-click an Action to edit the Properties.

You can select the exact day and time of day that the scan occurs.
The targets of the scan are defined in the Scheduled Scan Targets Action.

Periodic Scan Options

These Actions define which components of computers are scanned during the scheduled malware
scans.

Action Description
Periodically scan system The scheduled scan scans system critical areas, for example: the
critical areas only operating system, processes, and memory. These are the targets of
most malicious programs.
Periodically scan local The scheduled scan scans system critical areas and local drives.
hard-drives
Periodically scan local and The scheduled scan scans system critical areas and local and
removable drives removable drives.

Double-click an Action to edit the Properties.

You can change:
• The exact scan targets.
• Files or folders that are excluded from scans.
Note- Files that a user scans with Contextual scan are always scanned, even if they are
excluded by type, or size, or are in this list of excluded files and folders. A contextual scan is a
scan that the user runs from the right-click menu of the file that the user wants to scan: The
user does a right-click on a file and selects Scan with Check Point Anti-Malware.
• Skip archives and non executables - When selected, these types of files are not scanned.
• Do not scan files larger than - Select the maximum size of files to be scanned. This option
applies to On Demand scans and Scheduled scans. It does not apply to On Access scans.
• Configure files and folders exclusions - Click to configure specified file or extensions to
exclude.

Exclude Files and Folders from Scan

You can exclude the contents of trusted directories or files and specified trusted program
executables from the Anti-Malware schedules scan. You can also exclude all files of a specified
file extension.

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For example, you might exclude these types of directories or programs from the scan:
• The directory or program is located in a Trusted Zone
• The directory or program is a low risk target for viruses
• Scanning has an adverse effect on computer performance
Excluding a folder prevents the Anti-malware scanner from examining the folder contents.
Excluding a process lets the specified, trusted executable run without being monitored by
Anti-Malware. Exclude a process only if you fully trust it and are sure it is not malware.
Excluded items are not scanned during full computer, scheduled, and on access scans. They are
not excluded from scans initiated by users with a right-click > Scan with Check Point
Anti-Malware.

Notes -
• All directory paths must end with a backslash, for example:
driveletter:\folder\. Filenames do not end with a backslash.
• You cannot use environment variables to exclude folders and file paths.

To configure a list of file paths that are excluded from scans:

1. Right-click the Periodically scan action and select Edit Properties.
2. In the Properties window, click the Configure files and folders exclusions link.
3. In the New File Path Exclusion Properties window, click Add and enter:
• The fully qualified path to a file, file type, or directory (including its subdirectories) to be
excluded from the malware scan.
• The fully qualified path to a trusted executable to be excluded from malware monitoring.
4. In the Path Exclusions window, click Browse and go to the trusted directory. Alternatively, you
can:
• Enter a directory path.
Example: C\Program Files\MyTrustedDirectory\
• Enter a specific file
Example: C:\Program Files\[Link]
• Enter a file type
Example: *.txt
5. Click OK.
The trusted directory shows in the Scan exclusions list.

Malware Treatment
The malware treatment options let you choose what happens to malware that is detected on a
client computer.
Double-click an Action to edit the Properties.
You can change the settings for malware and riskware. The options are:
• Malware Treatment - Malware is software that is definitely dangerous.
• Quarantine file if cure failed - If Endpoint Security cannot repair the file, it is deleted and
put in a secure location from where it can be restored if necessary.
• Delete file if cure failed - If Endpoint Security cannot repair the file, it is deleted.

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• Riskware Treatment - Riskware is legal software that might be dangerous.

• Treat as malware - Use the option selected for Malware.
• Skip file - Do not treat riskware files.

Excluding Infections by Name

You can create a list of infections (by name) that will get different treatment than the selections
above. Use an exception to allow a file that was detected as a threat in your organization, but was
a false positive or riskware (software that can have both legitimate and malicious usage). For
example, RAdmin might be detected as a threat but you want to allow it.
Contextual scans are done even if the file is in the Exclude Infections by Name list. A contextual
scan is a scan that the user runs from the right-click menu of the file that the user wants to scan:
The user does a right-click on a file and selects Scan with Check Point Anti-Malware.
You can get the virus names of threats detected in your organization from one of these sources:
• In SmartEndpoint > Users and Computers, select a computer and click Anti-Malware. The list
of infections for that computer show.
• The Top Infections report.
• Anti-Malware infection logs in SmartLog

To create a list of exceptions for malware treatment:

1. In the Edit Properties - Malware Treatment window, click Exclude infections by name.
2. Click Add to add infections to the list.
3. Enter the name of the infection.
4. Click OK.
5. Click OK.

Scan Optimization
The scan optimization options let you do malware scan quickly and with less impact on
performance and system resources. The options are:
Do not optimize malware scan -Scan optimization is disabled.
Optimize malware scan - Enables the Perform scan optimizations feature only (see below).
You can define custom scan optimization actions by enabling these options:
• Perform scan optimizations - Optimize the scan by storing file checksums and NTFS file
system data during the first scan. NTFS cluster size, file name, and folder structure are
cached. During subsequent scans, only new files or files whose checksum, file size, name,
or structure has changed are scanned.
• Scan Priority is lower than other running process - Makes sure that scans have a lower
priority for CPU, disk and other I/O resources to minimize the performance impact on
critical processes.

Submitting Malware and False Detections

Reporting suspected malware or false detections to Check Point helps to improve the security and
protection of all Internet users.

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If you think that you have malware in your organization that was not detected by Anti-Malware,
contact Check Point Technical Support. If Anti-Malware mistakenly identifies a file as malware,
contact Check Point Technical Support.

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CHAPTE R 18

SandBlast Agent Anti-Ransomware,

Behavioral Guard and Forensics
In This Section:
Overview of Forensics and Anti-Ransomware ..........................................................186
Anti-Ransomware Files ..............................................................................................186
Configuring Forensics and Anti-Ransomware Policy Rules ....................................187
Integration with Third Party Anti-Virus Vendors.......................................................192
Manual Analysis with CLI ...........................................................................................192
Manual Analysis with Push Operations .....................................................................193
Forensics .....................................................................................................................194
SandBlast Agent Dynamic Updates ...........................................................................195
SandBlast Agent Use Case .........................................................................................195
Ransomware Use Case ..............................................................................................196
Quarantine Management............................................................................................196

Overview of Forensics and Anti-Ransomware

The SandBlast Agent Forensics and Anti-Ransomware component monitors file operations,
processes, and network activity for suspicious behavior. It also analyzes attacks detected by other
client components or the Check Point gateway. It applies remediation to malicious files.
Anti-Ransomware constantly monitors files and processes for unusual activity. Before a
Ransomware attack can encrypt files, Anti-Ransomware backs up your files to a safe location.
After the attack is stopped, it deletes files involved in the attack and restores the original files
from the backup location.
All details of attacks are organized in the Forensics Analysis Report.
For example, if SandBlast Agent Anti-Bot detects a malicious URL, it notifies Forensics through
internal communication. Forensics starts a complete investigation and generates a Forensics
Analysis Report.
You can also configure the Forensics component to analyze incidents that are detected by a third
party Anti-Malware solution.
Configure the settings in the SandBlast Agent Forensics and Anti-Ransomware rule of in the
SmartEndpoint Policy tab.
If Endpoint Security servers do not have internet connectivity, Forensics information is stored and
sent for evaluation immediately when a server connects to the internet.

Anti-Ransomware Files
Anti-Ransomware creates honeypot files on client computers. It stops the attack immediately
after it detects that the ransomware modified the files.

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The files are in these folders that Anti-Ransomware creates:

/Volumes
/Users/Shared
/Users/<User>
/Users/<User>/Documents

You can identify these folders by the lock icon that is associated with the name of the folder. For
example:

The file names include these strings, or similar:

CP
CheckPoint
Check Point
Check-Point
Sandblast Agent
Sandblast Zero-Day
Endpoint

You can open and look at the files. They are real documents, images, videos, and music.
If a file is deleted, it is automatically recreated after the next system boot.

Configuring Forensics and Anti-Ransomware Policy

Rules
For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.
The Default Forensics settings rule applies to the Entire Organization. You can edit the default
rule, but you cannot delete it.

Automatic Threat Analysis Settings

Define the automatic threat analysis settings in the Triggers and Automatic Response Action.
The automatic options are:
• Automatically analyze threats - Analyze incidents based on Check Point's recommended
triggers (default).
• Automatically analyze and remediate infections - Analyze incidents based on Check Point's
recommended triggers and apply remediation automatically.
• Do not analyze threats - Automatic Forensics analysis is turned off.
You can edit the selections manually to define when these processes occur.
The confidence level is how sure Endpoint Security is that a file is malicious. High confidence
means that it is almost certain that a file is malicious. Medium confidence means that it is very
likely that a file is malicious.
• Forensics Analysis - When Forensics analysis occurs.
• File Quarantine - When files are quarantined for Threat Emulation and Anti-Bot.

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• Machine Quarantine - When machines are quarantined. If a computer is quarantined, the

Firewall restricts network access.
• Attack Remediation - When remediation occurs for components that are part of an attack.

To granularly edit which type of events trigger a Forensics response:

1. In a SandBlast Agent Forensics and Remediation rule, right-click the Automatic Threat
Analysis Action and select Edit Shared Action.
2. Click Override confidence level per specific event.
You can override the settings of the rule for up to five different events.
The Triggers include:
• Events detected by Endpoint Security components: Anti-Bot, Threat Emulation, Anti-Malware
• Events detected by Network components: Anti-Bot, Threat Emulation, Anti-Malware, URL
Filtering

Configuring Network Blades for Forensics Triggers and Remediation

To make triggers and remediation work for events detected by Network Threat Prevention
components, you must configure gateway policy for the Threat Prevention components: Anti-Bot,
Anti-Virus, and Threat Emulation.
Each component must be enabled and have Protection settings of Prevent or Ask, which include
UserCheck.
Best practice is to use the Threat Prevention Recommended Profile (default) that includes all
required settings.

Monitoring and Exclusions

Define which processes are monitored by the Forensics component.
In the default monitoring settings, processes with certificates from some trusted companies are
excluded.
You can Add, Edit, and Remove exclusions from the list.

To exclude a process from monitoring:

1. From a SandBlast Agent Forensics and Anti-Ransomware rule in the Policy, right-click the
Monitoring and Exclusions action and select Edit Shared Action.
2. Click Add exclusion.
3. In the window that opens select:
• Process - To exclude an executable. You can also include Certificate information.
 In Process name, enter the name of the executable.
 Optional: Enter more information in the fields shown Signer is the company that signs
the certificate. The more information you enter, the more specified the exclusion will
be.
• Certificate - To exclude processes based on the company that signs the certificate, for
example, Google.
 In Certificate Data, enter a name of company that signs certificates, or browse to add a
certificate file.
4. Click OK.
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5. The exclusion is added to the Exclusions list.

Disk Space for Forensics

By default Forensics uses up to 1 GB of disk space on the client computer for data. You can
configure more space for Forensics storage, but not less.
After the threshold is reached, the oldest data is deleted.
Change the Maximum Forensics Database size in the Disk Usage area of the Monitoring and
Exclusions Action.
You can configure more settings related to space usage in GuiDBedit Tool (see sk13009
[Link] or dbedit (see skI3301
[Link]
Important - Do NOT use these tools unless instructed by Check Point Support or R&D. Incorrect
use may corrupt settings in the management database.

Quarantine Settings and Attack Remediation

Define what happens to the components of an attack that is detected by Forensics. When files are
quarantined, they are deleted and put in a secure location from which they can be restored, if
necessary.
The automatic options are:
• Quarantine all attack elements - All components of the attack are quarantined.
• Quarantine only files with known malicious reputation - If a file is not known as malicious, it
is not quarantined.
You can manually edit the treatment for each category of file: Malicious, suspicious, or unknown.
For each category, you can select:
• Quarantine- Files are deleted and put in a secure location from which they can be restored, if
necessary.
• Delete - Files are permanently deleted.
• Backup - Delete the file and create an accessible duplicate.
• None- No action is taken.
Trusted Files are those defined as trusted by the Check Point Reputation Service. The remediation
options for Trusted Files are:
• Terminate - Stop the suspicious process.
• Ignore - Do not terminate processes. Activity is monitored.

File Quarantine Settings

Define the settings for files that are quarantined.
In the Default File Quarantine Settings, files are kept in quarantine for 90 days and users can
permanently delete items from quarantine.
You can edit the Quarantine settings:
• Click Add exclusion to exclude a file or process from quarantine. You can define an exclusion
by many different criteria. Criteria include: File extension, certificate data, MD5 hash, and

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SHA1 hash. Add more information to make the exclusion very specific and less information to
make it broad.
• Keep file in quarantine for - Select the number of days that files are kept in quarantine before
they are permanently deleted.
• Quarantine folder name - Select the quarantine location on client computers.
• Copy quarantine files to a central location - Enter a central location that quarantined files
from client computers are copied to.
• Allow users to delete items from quarantine - When selected, users can permanently delete
items from the quarantine file on their computers.
• Allow users to restore items from quarantine - When selected, users can restore items from
the quarantine file on their computers.

Anti-Ransomware Backup Settings

When Anti-Ransomware is enabled, it constantly monitors files and processes for unusual activity.
Before a Ransomware attack can encrypt files, Anti-Ransomware backs up your files to a safe
location. After the attack is stopped, it deletes files involved in the attack and restores the original
files from the backup location.
Define settings for Anti-Ransomware backup and restoration.

General Anti-Ransomware Settings

• Enable Anti-Ransomware - This is selected by default. To disable Anti-Ransomware, clear it.
• Automatic restore and remediate - When selected, Anti-Ransomware automatically starts
remediation after a Ransomware attack. It deletes files created by the attack and restores the
original files.
When this is not selected, users must start the restoration from the client computer. See
Manual Anti-Ransomware Restoration (on page 191).
• Restore to selected location - By default, files are restored to their original location. To
restore files to a different location, click Choose location. Each time files are automatically
restored, they will be put in this configured location.

Backup Settings
Anti-Ransomware automatically backs up files before they are affected by a Ransomware attack.
You can add files, processes, and certificates to the exclusion list to exclude them from backups.
• Anti-Ransomware Maximum backup size on disk - Set the maximum amount of storage for
Anti-Ransomware backups. Best practice is to allow 1 GB.
• Backup Time Interval - Within this time interval, each file is only backed up one time, even if it
is changed multiple times.
• Change default file types to be backed up - Click this to see a list of file types that are included
in the Anti-Ransomware backup files. You can add or remove file types from the list and
change the Maximum Size of files that are backed up.

To add exclusions from Anti-Ransomware backups:

1. From a SandBlast Agent Forensics and Anti-Ransomware rule in the Policy, right-click the
Anti-Ransomware Backup Settings action and select Edit Shared Action.
2. Click Add exclusion.
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3. In the window that opens select Folder, Process, or Certificate.

• Folder - To exclude all files in a folder, enter the Folder Name or browse to it.
 Optional: Select Include all sub folders to exclude all files contained in all sub folders.
• Process - To exclude an executable. You can also include Certificate information.
 In Process name, enter the name of the executable.
 Optional: Enter more information in the fields shown Signer is the company that signs
the certificate. The more information you enter, the more specified the exclusion will
be.
• Certificate - To exclude processes based on the company that signs the certificate, for
example, Google.
 In Certificate Data, enter a name of company that signs certificates, or browse to add a
certificate file.
4. Click OK.
5. The exclusion is added to the Exclusions list.

Manual Anti-Ransomware Restoration

If you select Automatic restore and remediate in the Anti-Ransomware Backup Settings Action,
Anti-Ransomware automatically starts remediation after a Ransomware attack.
If you do NOT select Automatic restore and remediate, end-users must start restoration
manually on the client computer after a Ransomware attack.
Best practice is to guide users through the process and instruct them what to select when there is
more than one option.

Anti-Ransomware Restoration
In the SandBlast Agent Forensics Analysis Report (on page 194), you can see details of which files
restored and deleted during the restoration.
• See which files were restored in the Business Impact section.
• See which files were deleted in the Remediation section.

To run Anti-Ransomware restoration from a Windows client computer:

1. Right-click the Endpoint Security icon in the taskbar notification area and select Display
Overview.
The Endpoint Security Main Page opens.
2. Click Forensics and Anti-Ransomware .
3. In the Analyzed cases table, click Restore Files in the row of the relevant incident.
The Anti-Ransomware Restoration windows open.
4. Click Restore to start the restoration process.
If you see a note that the files were already restored, click Cancel. It is not necessary to
restore the files again.
5. In the Restore Step 1 of 2 window:
a) Select the location to place the restored files:
 Restore files to the original location (default)
 Restore to selected location - If you select this, you are prompted to select the location.

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b) Delete files created by the attack, including encrypted files - This is selected by default.
Clear it if you do not want to delete the files.
c) Click Next.
6. In the Restore Step 2 of 2 window, click Restore to start the process.
The Endpoint Security Restoration window opens and shows the files that were restored and
where they are located.
7. Click Close.

Integration with Third Party Anti-Virus Vendors

Forensics can use information from the Windows Event Log to monitor and analyze malware
events from third party anti-virus vendors. Based on the Windows Event Log, Forensics can
analyze attacks, terminate processes, delete or quarantine files, and do other attack remediation.
You can enable or disable third party integration in SmartEndpoint, from the Automatic Threat
Analysis action. This works with most common vendors without manual configuration.
Note - Some third party vendors do not automatically send information to the Windows Event Log.
To use third party vendor integration, make sure that your vendor is configured to send
information to the Windows Event Log.
Events are detected when the client is online or offline.

To enable or disable Forensics Third Party Anti-Virus Vendor integration:

1. In a SandBlast Agent Forensics and Remediation rule, right-click the Automatic Threat
Analysis Action and select Edit Shared Action.
2. In the bottom of the window, click Override confidence level per specific event.
The Confidence level for automatic response window opens.
3. In the Additional Events area, in the Third party row under Forensics Analysis -
• Select Always to enable Third Party Anti-Virus Vendor integration.
• Select Never to disable it.
4. Click OK.

Manual Analysis with CLI

You can configure the Forensics component to analyze incidents that are detected by a third party
Anti-Malware solution. To use this, after an incident is triggered you can run analysis manually on
the client computer or use a dedicated tool.

To run analysis manually on a client computer with CLI:

Use the command:
C:\Program Files (x86)\CheckPoint\Endpoint Security\EFR\[Link]
<Type>:<Malicious resource> [options]

Parameter Description
<Type> The type of <malicious>: URL, File, MD5, IP [Mandatory]
<Malicious> The resource description (for example URL). [Mandatory]
Note - File description can be full path or just file name.

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Parameter Description
-r, -remediation Remediate malicious, suspicious, unknown processes based on
policy configuration. [Optional]
-q, -quarantine Enter the machine to restricted mode based on policy configuration.
[Optional]
-id {GUID} Set ID to incident. The format of the id is GUID. [Optional]
-b, -backup {Directory} Backup Forensics Database to local file. [Optional]
-h, -help Open help manual. [Optional]

Examples:
1. C:\Program Files (x86)\CheckPoint\Endpoint Security\EFR\[Link]
fil[Link]\test\[Link] url:[Link] -r
2. C:\Program Files (x86)\CheckPoint\Endpoint Security\EFR\[Link]
file:[Link] -r -q
3. C:\Program Files (x86)\CheckPoint\Endpoint Security\EFR\[Link]
ip:[Link] file:[Link]
4. C:\Program Files (x86)\CheckPoint\Endpoint Security\EFR\[Link]
HYPERLINK "url:[Link]" md5:10010010010010010010010010010010
-q -b c:\ [Link]
5. C:\Program Files (x86)\CheckPoint\Endpoint Security\EFR\[Link]
-b c:\[Link]
Notes:
1. All combination between optional parameters are allowed, the order is not important.
2. Backup option does not require Mandatory parameters (example 5).

Manual Analysis with Push Operations

You can trigger incident analysis for a client on a one-time basis with Push Operations. You can
run the Push Operation from SmartEndpoint or from the CLI. The analysis occurs without the need
to install policy.

To use Forensics Push Operations from SmartEndpoint:

1. In SmartEndpoint, right-click on a computer object and select Forensics.
2. Select an option:
• Analyze by URL - Enter the URL to inspect.
Optional - Enter data to search for an incident that occurred.
• Analyze by process or file - Enter the full path to the file.
Optional - Enter data to search for an incident that occurred.
3. Click OK.
The Forensics analysis runs on the users' computer.

To use Forensics Push Operations from the Endpoint Security Management Server CLI:
For complete information about a dedicated tool and integration with third party Anti-Malware
solutions, see sk105122 [Link]
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Run the $UEPMDIR/system/utils/[Link] script on a computer, OU, or

group.
Usage:
EfrPushOperation -name node_name|-fqdn node_FQDN|-dn node_DN -url
URL|-file file [-i start_time [-r range]] [-a activity_event] [-c
case_analysis_event] -u <username> -p <password>
Parameters:

Parameter Description
-name <node_name> The requested node name as appears in SmartEndpoint
-fqdn <node_FQDN> The requested node FQDN name, for example,
device1@[Link]
-dn <node_DN> The requested node distinguished name , for example,
CN=device1,OU=Computers,DC=mycompany,DC=com
-url <URL> Analyze by URL
-file <file> Analyze by file or process
-i <start_time> Incident start time (date and time)
-r <range> Time range (before and after start time) in minutes
-a <activity_event> 'f' if detailed activity logs should not be generated, default is 't'
-c <case_analysis_event> 'f' if case analysis report should not be generated, default is 't'
-u <username> Security Management Server username (case-sensitive)
-p <password> Security Management Server password (case-sensitive)

Forensics
SandBlast Agent Forensics analyzes attacks detected by other detection features like
Anti-Ransomware or Behavioral Guard, the Check Point Gateway and some third party security
products. On detection of a malicious event or file, Forensics is informed and a Forensics analysis
is automatically initiated. After the analysis is completed, the entire attack sequence is then
presented as a Forensics Analysis Report.
The Forensics Analysis Report provides full information on attacks and suspicious behavior with
an easy interface. The report includes:
• Entry Point - How did the suspicious file enter your system?
• Business Impact - Which files were affected and what was done to them?
• Remediation - Which files were treated and what is their status?
• Suspicious Activity - What unusual behavior occurred that is a result of the attack?
• Incident Details - A complete visual picture of the paths of the attack in your system.
Use the Forensics Analysis Report to prevent future attacks and to make sure that all affected
files and processes work correctly.

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Opening Forensics Analysis Reports

The Forensics Analysis Report opens in your internet browser.

To open a Forensics Analysis Report for an incident:

• SmartLog - From the Log Details of a Forensics, Threat Emulation, or Anti-Bot log, under
Forensics, click Report.
• SmartEvent - From the Summary of a Forensics, Threat Emulation, or Anti-Bot log, under
Actions, click Open Forensics Report.
• Endpoint Security Client GUI- From the Client Overview, open the Forensics component and
click the Incident ID in the incident table.

SandBlast Agent Dynamic Updates

SandBlast Agent dynamic updates enable stronger security for endpoints, with regular updates to
SandBlast Agent files. This keeps clients protected from the latest threats.
By default, the Threat Emulation component runs the [Link] process every 6 hours
to get updates and update relevant files.
If necessary, you can disable the dynamic updates in GuiDBedit Tool.

To enable or disable SandBlast Agent dynamic updates:

1. Close all SmartConsole windows.
2. Connect with GuiDBedit Tool (see sk13009
[Link] to Endpoint Security Server.
3. Search for enable_efr_updatability.
4. Change the value:
• true - enabled (default)
• false - disabled
5. Save the changes.
6. Close GuiDBedit Tool.
7. In SmartEndpoint, install policy.

SandBlast Agent Use Case

Scenario: You see a Threat Emulation or Anti-Bot detection log. What can you do?

Recommendations:
1. From the Forensics, Threat Emulation, or Anti-Bot log, open the Forensics Analysis Report.
2. Open the Remediation tab to see the components of the attack and how they were treated.
3. Delete all files that were created by the attack.
4. Open the Business Impact tab to see files that might be affected.
5. Open the Entry Point tab to see the path of the attack. Update your security policy to prevent
similar attacks in the future.

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Ransomware Use Case

Scenario: A client computer is attacked by Ransomware. What can you do?

Recommendations:
1. From the Forensics log, open the Forensics Analysis Report.
2. Open the Remediation tab to see the components of the attack and how they were treated.
3. If Automatic restore and remediate is selected in the Anti-Ransomware Backup Settings,
restoration and remediation was triggered and occurs automatically
If Automatic restore and remediate is NOT selected in the Anti-Ransomware Backup
Settings, instruct the user to run the Anti-Ransomware Restoration manually from the client
computer (on page 191).
4. Analyze the Forensics Analysis Report and update your security policy to prevent similar
attacks in the future.

Quarantine Management
When SandBlast Agent components (Forensics and Anti-Ransomware, Anti-Bot, and Threat
Extraction and Threat Emulation), detect malicious files, they can quarantine those files
automatically based on policy. All components use the same remediation service, that:
• Receives the request to quarantine a file.
• Terminates the file's process, if running.
• Encrypts the file and stores it compressed along with metadata in a protected folder.
Two utilities let administrators and end-users manage quarantined files.

SandBlast Agent Quarantine Manager

The SandBlast Agent Quarantine Manager utility is called [Link] and it is
located in C:\Program Files (x86)\CheckPoint\Endpoint Security\Remediation on
client computers. It lets end-users:
• See the files in quarantine
• Delete the quarantined files
• Restore files from quarantine.

SandBlast Agent Quarantine Manager for Administrators

The administrator utility contains the capabilities of the end-user utility plus these additional
features:
• Quarantine - Send files to quarantine.
• Delete - Use the SandBlast Agent remediation service to delete a file.
• Import - Import a quarantined file from a different computer or location.
Get the administrator utility from the release homepage
[Link]

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Using the Quarantine Manager for Administrators

When you open the SandBlast Agent Quarantine Manager or the SandBlast Agent Quarantine
Manager for Administrators, each quarantined item is shown as a file. The name of the file is the
incident ID. To find a file, search for the incident ID found in the SandBlast Agent logs.
By default, quarantined files stored on the client are in
C:\ProgramData\CheckPoint\Endpoint Security\Remediation\quarantine on the
client computer.
Best practice is to configure Copy quarantine files to a central location in the File Quarantine
Settings (on page 189). Then you can use the Quarantine Manager for Administrators to import all
files related to an incident from one location that you can access.
From the Quarantine Manager for Administrators you can:
• Restore files in a protected location to test them.
• Collect all malicious files related to an attack for research.

To permanently delete an item:

1. Open the SandBlast Agent Quarantine Manager for Administrators.
2. Select one or more items.
3. Click Delete.

To send a file to quarantine from outside of the utility:

1. Open the SandBlast Agent Quarantine Manager for Administrators.
2. Click Quarantine.
3. In the window that opens, browse to select the file to move to quarantine.

To import a suspicious file to the utility:

1. Open the SandBlast Agent Quarantine Manager for Administrators.
2. Click Import.
3. In the window that opens, browse to select the quarantined file to import.
The file, with its metadata, is imported to the quarantine database from where the utility is run.

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CHAPTE R 19

SandBlast Agent Anti-Bot

In This Section:
The Need for Anti-Bot ................................................................................................198
The SandBlast Agent Anti-Bot Solution ....................................................................199
Configuring Anti-Bot Policy Rules .............................................................................199

The SandBlast Agent Anti-Bot component monitors endpoint computers for bot-related
communication and alerts administrators about devices affected by bot activity.
Configure the settings in the SandBlast Agent Anti-Bot rule of in the SmartEndpoint Policy tab.

The Need for Anti-Bot

There are two emerging trends in today's threat landscape:
• A profit-driven cybercrime industry that uses different tools to meet its goals. This industry
includes cyber-criminals, malware operators, tool providers, coders, and affiliate programs.
Their "products" can be easily ordered online from numerous sites (for example,
do-it-yourself malware kits, spam sending, data theft, and denial of service attacks) and
organizations are finding it difficult to fight off these attacks.
• Ideological and state driven attacks that target people or organizations to promote a political
cause or carry out a cyber-warfare campaign.
Both of these trends are driven by bot attacks.
A bot is malicious software that can invade your computer. There are many infection methods.
These include opening attachments that exploit a vulnerability and accessing a web site that
results in a malicious download.
When a bot infects a computer, it:
• Takes control over the computer and neutralizes its Anti-Virus defenses. Bots are difficult to
detect since they hide within your computer and change the way they appear to Anti-Virus
software.
• Connects to a Command and Control (C&C) center for instructions from cyber criminals. The
cyber criminals, or bot herders, can remotely control it and instruct it to execute illegal
activities without your knowledge. These activities include:
• Data theft (personal, financial, intellectual property, organizational)
• Sending SPAM
• Attacking resources (Denial of Service Attacks)
• Bandwidth consumption that affects productivity
In many cases, a single bot can create multiple threats. Bots are often used as tools in attacks
known as Advanced Persistent Threats (APTs) where cyber criminals pinpoint individuals or
organizations for attack. A botnet is a collection of compromised computers.
The Check Point Endpoint Anti-Bot component detects and prevents these bot threats.

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The SandBlast Agent Anti-Bot Solution

The Anti-Bot component:
• Uses the ThreatCloud repository to receive updates and queries it for classification of
unidentified IP, URL, and DNS resources.
• Prevents damage by blocking bot communication to C&C sites and makes sure that no
sensitive information is stolen or sent out of the organization.
The Endpoint Anti-Bot component uses these procedures to identify bot infected computers:
• Identify the C&C addresses used by criminals to control bots
• These web sites are constantly changing and new sites are added on an hourly basis. Bots can
attempt to connect to thousands of potentially dangerous sites. It is a challenge to know which
sites are legitimate and which are not.
Check Point uses the ThreatCloud repository to find bots based on these procedures.
The ThreatCloud repository contains more than 250 million addresses that were analyzed for bot
discovery and more than 2,000 different botnet communication patterns. The ThreatSpect engine
uses this information to classify bots and viruses.
The Endpoint Anti-Bot component gets reputation updates from the ThreatCloud repository. It can
query the cloud for new, unclassified URL/DNS resources that it finds.

Configuring Anti-Bot Policy Rules

For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.

Blades Activation
Define the prevention and detection settings for the Anti-Bot component. The automatic options
are:
• Prevents high confidence bots, detects all - All bots are detected and logged. Anti-Bot only
blocks activity when it is almost certain that the activity is malicious (high confidence). This is
the default.
• Anti-bot detection is enabled -All bots are detected and logged but not blocked.
• Anti-bot is not active - Client computers are not monitored for bot activity.
The confidence level is how sure Endpoint Security is that activity is malicious. High confidence
means that it is almost certain that the activity is malicious. Medium confidence means that it is
very likely that the activity is malicious.
In the Blade Activation action, you can manually change the settings for each confidence level.
Select actions for High Confidence, Medium Confidence, and Low Confidence bots:
• Prevent - Blocks bots.
• Detect - Logs information about bots, but does not block them.
• Inactive - Ignores bots (does not prevent or detect them).
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Detection Exclusions
By default, the Anti-Bot component inspects all domains.
You can configure trusted entities, which will not be inspected by the Anti-Bot component.

To configure detection exclusions:

1. In the Properties of the Detection Exclusions Action, select an option from the Select action
drop-down menu.
To create a new action profile, click New, and in the window that opens enter the name and the
description and Click OK.
2. Select Allow detection exclusions for following trusted entities.
3. Click Add exclusion.
4. In the window that opens, select the Object Type, click OK, and enter the name of the new
exclusion:
• Process - Name of an executable
• URL - Website URL
• Domain - Full domain name
• Protection Name - Predefined malware signature
• IP Range - Internal or External IP addresses
5. Click OK.
6. Click OK.

Anti-Bot Protection Mode

By default, the Anti-Bot Default protection mode allows connections while it checks for bots in the
background. You can choose to block connections until the threat check is complete.

To configure General Settings:

1. In the Properties of the General Settings Action, select an option from the Select action
drop-down menu.
To create a new action profile, click New, and in the window that opens enter the name and the
description and Click OK.
2. Select the default behavior:
• Background - connections are allowed until threat check is complete
• Hold - connections are blocked until threat check is complete
3. Hours to suppress logs for same bot protection - To minimize the size of the Anti-Bot logs,
actions for the same bot are only logged one time per hour. To change the default log interval,
select a number of hours.
4. Days to remove bot reporting after - If a bot does not connect to its command and control
server after the selected number of days, the client stops reporting that it is infected.
5. Click OK.

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CHAPTE R 20

SandBlast Agent Threat Extraction and

Threat Emulation
In This Section:
Overview of SandBlast Agent Threat Extraction and Threat Emulation ..................201
Configuring Threat Extraction and Threat Emulation Rules ....................................201
Web Download Protection ..........................................................................................202
File System Emulation ...............................................................................................203
SandBlast Environment Settings ...............................................................................203
Exclusions and Inspection Settings ...........................................................................204
Zero Phishing Settings ...............................................................................................204

Overview of SandBlast Agent Threat Extraction and

Threat Emulation
Threat Emulation detects zero-day and unknown attacks. Files on the endpoint computer are sent
to a sandbox for emulation to detect evasive zero-day attacks.
Threat Extraction proactively protects users from malicious content. It quickly delivers safe files
while the original files are inspected for potential threats.
As part of the Threat Extraction and Threat Emulation solution, when the SandBlast Agent client is
installed on a client computer, the SandBlast Agent Browser Extension is also installed on the
Google Chrome browser. The SandBlast Agent Browser Extension protects against malicious files
that come from internet sources.
See all Threat Extraction and Threat Emulation logs in SmartLog under Threat Emulation.
• Logs related to files from the SandBlast Agent Browser Extension show: Monitor Type -
Browser Extension and Browser - Chrome
• Logs related to files from the computer show: Monitor Type - File Monitor
Configure the settings in the SandBlast Agent Threat Extraction and Threat Emulation rule of in
the SmartEndpoint Policy tab.

Configuring Threat Extraction and Threat Emulation

Rules
For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.

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Web Download Protection

Define the settings for the SandBlast Agent Browser Extension to protect against malicious files
that come from internet sources. The Browser Extension is supported on Google Chrome.
The automatic options are:
• Protect web downloads with Threat Extraction and Emulation - Send files for emulation.
While a file is tested, users receive a copy of it with all suspicious parts removed. If the file is
not malicious, users receive the original file when the emulation is finished. Emulation can
take up to two minutes.
• Protect web downloads with Threat Emulation - Send files for emulation. Users do not
receive a copy during the emulation. If the file is not malicious, users receive the original file
when the emulation is finished. Emulation can take up to two minutes.
• Do not use web download protection - The SandBlast Agent Browser Extension is not active.
When Threat Extraction is selected, it only applies to file types that can be extracted, such as
documents.
When Threat Emulation is selected, it only applies to file types that can be emulated, such as
executables and scripts.
You can edit the selections manually to define more settings for Threat Extraction and Threat
Emulation for different file types.

To change the setting for categories of file types:

1. In a SandBlast Agent Threat Extraction and Threat Emulation rule, right-click the Web
Download Protection Action and select Edit Shared Action.
2. Expand the list for the type of file that you choose:
• Files that can be extracted and emulated (such as documents and pictures).
• Files that can only be emulated (such as executables and scripts).
• When neither Extraction nor Emulation is supported (such as videos).
3. Select an option for emulation and access to the original file from the options shown. Different
options show for different file types.
• Extract and suspend original file until emulation completes - Send files for emulation.
While a file is tested, the user receives a copy of it with all suspicious parts removed.
• Emulate and suspend original file until emulation completes - Send files for emulation.
Users only receive the files after the emulation finishes and the file was found to be safe.
• Emulate original file without suspending access - Send files for emulation. Users can
download and access the file while it is tested. The administrator is notified if files are
found to be malicious.
• Allow Download - No emulation or extraction. The download is allowed.
• Block Download - No emulation or extraction. The download is blocked.
4. If files are extracted, select the Extract Mode, which is the format of the extracted document
that users can see during the emulation.
• Extract potentially malicious elements-The file is sent in its original file type but without
malicious elements.
• Convert to PDF - When relevant, files are converted to PDF.
5. Click OK.

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To change the setting for a specified file type, such [Link] or .pdf:
1. In a SandBlast Agent Threat Extraction and Threat Emulation rule, right-click the Web
Download Protection Action and select Edit Shared Action.
2. Click Override default file action per file type.
3. Select a file type.
4. Click in the File Action column to select a different action for that file type.
5. Click in the Extraction Mode column to select a different extraction mode for the file type.
6. Click OK.

File System Emulation

Define the default settings for emulation of files on the file system. The automatic options are:
• Emulate files written to file system - All files that can be emulated are automatically sent for
emulation when they are written to the file system.
• Do not emulate files written to file system - Files are not automatically sent for emulation
when they are written to the file system.
Monitoring is enabled by default for all options.

SandBlast Environment Settings

By default, SandBlast Agent uses the SandBlast Cloud for Threat Extraction and Threat Emulation.
If you have one or more SandBlast Appliances, you can use them as an alternative to SandBlast
Cloud.

To configure SandBlast Agent to work with a SandBlast Appliance:

1. In a SandBlast Agent Threat Extraction and Threat Emulation rule, right-click the SandBlast
Environment Settings Action and select Edit Shared Action.
2. Select Use SandBlast Appliance for Threat Extraction and Threat Emulation.
3. In the Properties of the action, click Configure Appliances.
4. In the Appliances Configuration window, select an appliance from the list, or click Add and
enter:
• IP address of the SandBlast Appliance
• Appliance Certificate Name - Click Manage to select a certificate or to import one.
5. To configure a certificate for communication between SandBlast Agent and the SandBlast
Appliance, see sk116381 [Link]
6. By default the Cloud will be used if the Appliance is not available. If you do not want the
SandBlast Cloud to be used as backup, clear the option If appliance is not available, fallback
to Cloud.
7. Click OK.

To define the maximum size of files that are sent for emulation:
1. In a SandBlast Agent Threat Extraction and Threat Emulation rule, right-click the SandBlast
Environment Settings Action and select Edit Shared Action.

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 SandBlast Agent Threat Extraction and Threat Emulation

2. Change the value for Upload to emulation files less than X Megabytes. The default is that file
less than 10 MB are sent for emulation.

Exclusions and Inspection Settings

The default behavior is Inspect all domains and files. All files in the file system are inspected and
sent for emulation when applicable. You can configure exclusions that are not inspected.
Click Add exclusion to exclude a file or process from inspection. You can define an exclusion by
many different criteria. Criteria include: Domain, folder, and SHA1 hash. Add more information to
make the exclusion very specific and less information to make it broad.
Notes on exclusions:
• Domain exclusions are not supported by file system emulation.
• SHA1 exclusions are not supported by the SandBlast Agent Browser Extension.
• When you exclude a folder, enter the folder as a Windows path, for example:
C:\Windows\System32\user\.
• Folder exclusions support wildcards. These wildcards are supported:
• ? -- Each question mark masks one character
• * -- Each star masks zero or more characters

Zero Phishing Settings

Define setting for phishing prevention and password reuse prevention.
• Phishing Prevention - Checks different characteristics of a website to make sure that a site
does not pretend to be a different site and use personal information maliciously.
• Password Reuse Prevention - Alerts users not to use their corporate password in
non-corporate domains.

Phishing Prevention
• Phishing Protection- Select an option:
• Prevent Access and Log (default) - If SandBlast Agent determines that the site is phishing,
users cannot access the site. A log is created for each malicious site.
• Off - Phishing prevention is disabled.
• Log Only - When a user uses a malicious site, a log is created.
• Prevent Access Only - Users cannot access malicious sites. No logs are created.
• Send log on each scanned site - Send logs for each site that users visit, if it is malicious or not.
• Allow user to dismiss the phishing alert and continue to access the site - Users can choose to
use a site that was found to be malicious.
• Allow user to abort phishing scans - Users can stop the phishing scan before it is completed.

Password Reuse
• Password Reuse Protection - Select an option:
• Alert User and Log (default) - If a user enters a corporate passwords in a non-corporate
site, the user gets an alert and a log is created.

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 SandBlast Agent Threat Extraction and Threat Emulation

• Off - Password Reuse Prevention is disabled.

• Log Only - If a user enters a corporate passwords in a non-corporate site, a log is created.
• Alert User Only - If a user enters a corporate passwords in a non-corporate site, the user
gets an alert.
• Protected Domains - Add domains for which Password Reuse Protection is enforced.
SandBlast Agent keeps a cryptographic secure hash of the passwords used in these domains
and compares them to passwords entered outside of the protected domains.

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CHAPTE R 21

Firewall
In This Section:
Planning Firewall Policy .............................................................................................206
Inbound Traffic Rules .................................................................................................206
Outbound Traffic Rules...............................................................................................207
Creating Firewall Rules..............................................................................................207
Wireless Connection Settings ....................................................................................209
Hotspot Settings .........................................................................................................209
IPv6 Traffic ..................................................................................................................209
Choosing a Firewall Policy to Enforce .......................................................................209

Firewall rules allow or block network traffic to endpoint computers based on connection
information, such as IP addresses, ports, and protocols. There are two types of firewall rules:
• Inbound rules - Rules that allow or block incoming network traffic to the endpoint computer.
• Outbound rules - Rules that allow or block outgoing network traffic from the endpoint
computer.

Planning Firewall Policy

When you plan a Firewall Policy, think about the security of your network and convenience for your
users. A policy should permit users to work as freely as possible, but also reduce the threat of
attack from malicious third parties.
The defined Actions in the Firewall rules make it easy to create the Firewall policy that you
choose. Select an Action for Inbound traffic and an Action for Outbound traffic. The required rules
are automatically added to the firewall Inbound and Outbound Rule Bases.
You can add more rules to each Rule Base and edit rules as necessary.
Changes are enforced after the Policy is installed.

Inbound Traffic Rules

Inbound traffic rules define which network traffic can reach endpoint computers (known as
localhost).
Select an Action:

Action Description
Allow inbound traffic Allows all incoming traffic to the endpoint computer,
Allow inbound traffic from trusted Allows all incoming traffic from trusted zones and IP
zones and connectivity services obtaining traffic from the internet. All other traffic is
blocked.

The rules required for the selected Action are automatically added to the Inbound firewall rules
Rule Base.

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 Firewall

Right-click an Action to see the Inbound firewall rules Rule Base. You can add, delete, and
change rules as necessary,

Note - There is no Destination column in the Inbound Rule Base because the destination
of all traffic is the endpoint computer.

Outbound Traffic Rules

Outbound traffic rules define which outgoing network traffic is allowed from endpoint computers.
Select an Action:

Action Description
Allow any outbound traffic Allows all outgoing traffic from the endpoint computer.
Allow outbound traffic to trusted Allow all traffic to trusted zones and traffic of common
zones and common internet protocols internet protocols to the internet.

The rules required for the selected Action are automatically added to the Outbound firewall rules
Rule Base.
Right-click an Action to see the Outbound firewall rules Rule Base. You can add, delete, and
change rules as necessary.

Note - There is no Source column in an Outbound Rule Base because the source of all
traffic is the endpoint computer.

Creating Firewall Rules

Create Firewall rules that relate to inbound traffic in the inbound traffic Rule Base and rules that
relate to outbound traffic in the outbound traffic Rule Base.

To create a Firewall rule:

1. In the Firewall rule in the Policy tab, right-click the inbound or outbound traffic Action and
select Edit Properties.
2. Click one of the Add Rule icons from above the Rule Base.
3. Fill in the columns of the rule. Right-click in a column to select an option.
Column Description
NO Rule priority number. Rule priority is important because a client checks firewall
rules based on its sequence in the Rule Base. Rules are enforced from the top to
the bottom. The last rule is usually a Cleanup Rule that says to drop traffic that
does not match any of the previous rules.
Name Name of the Firewall Rule.
Source or • Source - Source location of the network traffic. For an outbound rule, the
Destination source is always the local computer.
• Destination - Destination location of network traffic. For an inbound rule, the
destination is always the local computer.
• Source and Destination can be any of the Network Objects defined in the Access
Zones policy or the Trusted/Internet Zone.
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 Firewall

Column Description
Service Network protocol or service used by traffic.
Action What is done to traffic that matches the rule: Accept or Drop.
Track When the rule is enforced:
• Log - Record rule enforcement in the Endpoint Client Log Viewer.
• Alert -Show a message on the endpoint computer and record rule enforcement
in the Endpoint Client Log Viewer.
• None - Log and alert messages are not created.
Notes on configuring Tracking:
• If you have a rule that drops or accepts all traffic, do not enable logging.
• To use logs and alerts, you must configure options in the Client Settings rules:
 In the Log Upload action, Enable log upload must be selected.
 In the Users Disabling Network Protection action, under Network Protection Alerts, in
the Firewall row, select Allow Alert.
Firewall Rules and Domain Controllers

Important - When creating Firewall Rules for endpoint clients, create explicit rules
that allow all endpoints to connect to all of the domain controllers on the network.

Services and Network Objects

The same Network Objects and Services are used throughout the SmartEndpoint and in
SmartConsole. When you create a new object, it is also available in SmartConsole. If you change
an object in the SmartEndpoint or SmartConsole, it is changed everywhere that the object is used.

To create a Network Object:

1. In the Inbound or Outbound Firewall Rule Base, open the Network Objects tab.
2. Click New.
3. Select the type of object from the New Object Type list.
4. Click OK.
5. In the Properties window, enter the required information.
6. Click OK.

To create a Service:
1. In the Inbound or Outbound Firewall Rule Base, open the Services tab.
2. Click New.
3. Select the type of service from the New Object Type list.
4. Click OK.
5. In the Properties window, enter the required information.
6. Optional: If you create a Group, In the Group Properties window, add Available Services to a
group.
7. Click OK.

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Disabling and Deleting Rules

When you delete a rule, it is removed from the Rule Base and not enforced in the policy.
When you disable a rule, the rule is not enforced in the policy. The rule stays in the Rule Base with
an X showing that it is disabled. Select Disable rule again to make the rule active.

To delete or disable a rule:

1. Right-click in the NO column of a rule
2. Select Delete Rule or Disable Rule.
3. Install policy.
The rule is not physically deleted or disabled until you install the policy.

Wireless Connection Settings

These actions define if users can connect to wireless networks while on your organization's LAN.
This protects your network from threats that can come from wireless networks.

Action Description
Allow connecting wireless to LAN Users can connect to wireless networks while connected to
the LAN

Do not allow connecting wireless Users cannot connect to wireless networks while
to LAN connected to the LAN.

Hotspot Settings
These actions define if users can connect to your network from hotspots in public places, such as
hotels or airports.

Action Description
Allow hotspot registration Bypass the firewall to let users connect to your network
from a hotspot.

Do not allow hotspot registration Do not let users connect to your network from a hotspot.

IPv6 Traffic
You can select one of these actions to allow or block IPv6 traffic to endpoint computers.
• Allow IPv6 network traffic
• Block IPv6 network traffic

Choosing a Firewall Policy to Enforce

By default, the Firewall policy enforced is the Endpoint Security Firewall Policy Rules.

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 Firewall

If your environment had Endpoint Security VPN and then moved to the complete Endpoint Security
solution, you might want to continue to use the Desktop Policy from the legacy SmartDashboard
that you open from SmartConsole. To learn how to configure a Desktop Policy, see Managing
Desktop Firewalls in the Remote Access clients for Windows Administration Guide for your client
release [Link]
Select which Firewall policy to enforce:

Action Description
Enforce Endpoint Firewall policy Use the Endpoint Security Firewall Policy Rules

Enforce Desktop Policy from Use the Desktop Policy from SmartConsole
SmartConsole

To activate the Desktop Policy from SmartConsole:

1. In the SmartEndpoint Policy tab, go the Firewall section of the policy.
2. In the Actions column, select Enforce Desktop Policy from SmartConsole.
3. Install Policy.
4. Restart all computers included in the rule.

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CHAPTE R 22

Compliance
In This Section:
Overview of Compliance .............................................................................................211
Planning for Compliance Rules .................................................................................211
Configuring Compliance Policy Rules .......................................................................212
Monitoring Compliance States...................................................................................217
The Heartbeat Interval ...............................................................................................218

The Compliance component makes sure that endpoint computers comply with security rules that
you define for your organization. Computers that do not comply show as non-compliant and you
can apply restrictive policies to them.

Overview of Compliance
Compliance makes sure that:
• All assigned components are installed and running on the endpoint computer.
• Anti-Malware is running and that the engine and signature databases are up to date.
• Required operating system service packs and updates are installed on the endpoint computer.
• Only authorized programs are installed and running on the endpoint computer.
• Required registry keys and values are present.
Note - Registry and File Version checks are not relevant for Mac.

If an object (for example an OU or user) in the organizational tree violates its assigned policy, its
compliance state changes, and this affects the behavior of the endpoint computer:
• The compliant state is changed to non-compliant.
• The event is logged, and you can monitor the status of the computer and its users.
• Users receive warnings or messages that explain the problem and give a solution.
• Policy rules for restricted computers apply (on page 75).

Planning for Compliance Rules

Before you define and assign compliance rules, do these planning steps:
1. Identify the applications, files, registry keys, and process names that are required or not
permitted on endpoint computers.
2. Collect all information and remediation files necessary for user compliance. Use this
information when you create remediation objects to use in compliance rules.
Compliance rules can prevent users from accessing required network resources when they
are not compliant. Think about how to make it easy for users to become compliant.
3. Make sure that the firewall rules gives access to remediation resources. For example, sites
from which service packs or Anti-virus updates can be downloaded.
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 Compliance

Note - In Windows 7, make sure the Interactive Service Detection service is

running. This is necessary for remediation files (running with system credentials)
that must interact with the user.
4. Define rule alerts and login policies to enforce the rules after deployment.

Configuring Compliance Policy Rules

For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.

Blades Running Action

This action makes sure that all installed components are running and defines what happens if they
are not running. The action options are:

Action Description
Inform if assigned Blades are not Send a warning message if one or more assigned
running components are not running.
Restrict if assigned Blades are not Restrict network access if one or more assigned
running components are not running.
Monitor if assigned Blades are not Create log entries if one or more assigned components
running are not running. No messages are sent.
Do not check if assigned Blades are not The Compliance components does not make sure that
running assigned components are running.

VPN Client Verification Action

The VPN Client Verification action selects the procedure used to enforce the Upon verification
failure option that is defined in SmartConsole, in Menu > Global Properties > Remote Access >
Secure Client Verification (SCV). The procedures are:
• VPN Client verification process will use Endpoint Security Compliance - Uses the Endpoint
Security policy to control access to organizational resources.
• VPN Client verification process will use VPN SCV Compliance - Uses SCV (Security
Configuration verification) settings from the Security Gateway to control access to organization
resources. SCV checks, which are defined in the [Link] policy, always run on the client. This
option is described in the "Secure Configuration Verification (SCV)" section of the E80.72 and
higher Remote Access clients for Windows Administration Guide
[Link]
Note - Endpoint Security clients on Mac always get their compliance status from Endpoint
Security Compliance, even if VPN Client verification process will use VPN SCV
Compliance is selected.

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Compliance Action Rules

Many of the Compliance Policy actions contain Action Rules that include these components:
• Check Objects (Checks) - Check objects define the actual file, process, value, or condition that
the Compliance component looks for.
• One or more Remediation objects - A Remediation object runs a specified application or script
to make the endpoint computer compliant. It can also send alert messages to users.
• One of these Action options - What happens when a computer violates the rule:
Action Definition
Observe Log endpoint activity without further action. Users do not know that they are
non-compliant. Non-compliant endpoints show in the Observe state in the
Reporting tab.
Warn Alerts the user about non-compliance and automatically does the specified
remediation steps.
Send a log entry to the administrator.
Restrict Alerts the user about non-compliance and automatically does the specified
remediation steps.
Send a log entry to the administrator.
Changes applicable polices to the restricted state after a pre-defined number of
heartbeats (default =5). Before this happens, the user is in the about to be
restricted state. On the monitoring tab, the user is shown as pre-restricted.

The Compliance component runs the rules. If it finds violations, it runs the steps for remediation
and does the Action in the rule.
Some Action Rules are included by default. You can add more rules for your environment.

Basic Workflow for defining additional compliance rules:

1. In the Policy tab, right-click an action in the Actions column and select Edit Properties.
2. Click Create Rule to create new Action Rules as necessary:
a) In the Name field, enter the Action rule name.
b) Click Check to add Check objects to add to the Action rule (on page 213).
c) Select an Action from the list.
d) Click the Remediation tab to add remediation objects to the rule (on page 215). If the
selected Action is Observe, the rule does not require a remediation object.
e) Optional: In the Comment field, enter a comment for the action rule.
Do these steps again to create additional Action rules as necessary.

Compliance Check Objects

Each Compliance Action Rule contains a Check object that defines the actual file, process, value
or condition that the Compliance component looks for.

To create a new or change an existing Check object:

1. In the Edit Properties window of a Compliance Action, click View Objects List.

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2. Click New to create a new Check object, or Edit to change an existing one.
3. For Required applications and files only: When you create a new Check object, select an
Object Type:
• Required Entity Check - Add one specified file Check object.
• Required Entity Group - Add a group of Check objects that must all be on the computer.
4. In the Compliance Check Properties window, fill in these fields.
Option Description
Name Unique name for this Check Object.
Comment Optional: Free text description
Operating System Select the operating system that this Check object is enforced on.
Check Registry Select one of these options to enable the registry check or clear to disable it:
Registry key and value exist - Find the registry key and value.
If the registry key exists, the endpoint computer is compliant for the
required file.
Registry key and value do not exist - Make sure the registry key and value
do not exist.
If the key does not exist, the endpoint computer is compliant for an
application that is prohibited.
Registry Key Enter the registry key.

Registry Value Enter the registry value to match.

Check File Select one of these options to check if an application is running or if a file
exists:
File is running at all times - For example, make sure that Endpoint Security
client is always running.
File exists - For example, make sure that the user browsing history is
always kept.
File is not running - For example, make sure that DivX is not used.
File does not exist - For example, make sure that a faulty DLL file is
removed.

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Option Description
File Name Enter the name of the file or executable to look for. To see if this file is
running or not, you must enter the full name of the executable, including the
extension (either .exe or .bat).

File Path Enter the path without the file name.

Select the Use environment Variables of logged in user option to include
paths defined in the system and user variables.
Do not add the "\" character at the end of the path.
Check File Additional options to check for an existing or non-existing file.
Properties

Match File Version Make sure that a specific version or range of versions of the file or
application complies with the file check.
Match MD5 Find the file by the MD5 Checksum. Click Calculate to compare the
Checksum checksum on the endpoint with the checksum on the server.
File is not older Select this option and enter the maximum age, in days, of the target file. If
than the age is greater than the maximum age, the computer is considered to be
compliant. This parameter can help detect recently installed, malicious files
that are disguised as legitimate files.
5. Optional: You can select or define a Remediation action for this Check object.
The remediation action applies only to this Check object and overrides the remediation action
specified in the rule. To define a Check object remediation action, select a Remediation action
from the list or click Remediation tab > New to define a new one.

Compliance Remediation Objects

Each Compliance Action Rule contains one or more Remediation objects. A Remediation object
runs a specified application or script to make the endpoint computer compliant. It can also send
alert messages to users.
After a Remediation object is created, you can use the same object in many Action rules.

To create a new or change an existing Remediation object:

1. In the Edit Properties window of a Compliance Action, click View Objects List.
2. Select the Remediations tab and click New.
3. In the Remediation Properties window, fill in these fields:
Option Description
Operations

Run Custom File Run the specified program or script when an endpoint computer is not
compliant.

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 Compliance

Option Description
Download Path • Enter the temporary directory on the local computer to download the
program or script to. This path must be a full path that includes the
actual file and extension (*.bat or *.exe).
• This parameter is required.
• The endpoint client first tries to access the file from the specified path. If
the client fails, it downloads the file from the URL to the temporary
directory and runs it from there.
• To run multiple files, use one of the popular compression programs
such as WinRAR to produce a self-extracting executable that contains a
number of .exe or .bat files.
URL • Enter the URL of an HTTP or file share server where the file is located.
• Enter the full path that includes the actual file with one of the supported
extensions (*.bat or *.exe).
• This field can be left empty.
• Make sure the file share is not protected by a username or password.
Parameters If the executable specified in the URL runs an installation process, make
sure that the executable holds a parameter that specifies the directory
where the program should be installed. If the executable does not hold such
a parameter, enter one here.

MD5 Checksum Click Calculate to generate a MD5 Checksum, a compact digital fingerprint
for the installed application or the remediation files.

Run as System Apply system rights for running the executable file. Not all processes can
run with user rights. System rights may be required to repair registry
problems and uninstall certain programs.

Run as User Apply user rights and local environment variables for running the
executable file.

Messages

Automatically Run the executable file without displaying a message on the endpoint
execute operation computer.
without user
notification
Execute operation Run the executable file only after a user message opens and the user
only after user approves the remediation action. This occurs when Warn or Restrict is the
notification selected action on a compliance check.

Use same message Select that the same text be used for both messages.
for both
A Non-Compliant message tells the user that the computer is not complaint
Non-Compliant
and shows details of how to become compliant.
and Restricted
messages A Restricted message tells the user that the computer is not compliant,
shows details of how to achieve compliance, and restricts computer use
until compliance is achieved.
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Option Description
Message Box Displays selected non-compliant and restricted messages. The message
box is available only by selecting the Execute only after user notification
setting. Click Add, Remove, or Edit to add a message, and remove or revise
a selected message.
Note: User cannot prevent the remediation application or file from running.

Service Packs for Compliance

The Service Packs Compliance Action makes sure that computers have the most recent operating
system service packs and updates installed. The default settings show in the Latest Service Packs
Installed Action Rules.
See Compliance Action Rules (on page 213) for more information.

Required Applications and Files

Required Application and File Compliance Settings look for the presence of specified files, registry
values, and processes that must be running or present on endpoint computers. The default
settings show in the Required Application Action Rules.
For Required Application action rules, multiple check objects in the rule are mutually exclusive. If
one or more check object is not compliant, the defined action and remediation is triggered.
See Compliance Action Rules (on page 213) for more information.

Prohibited Applications and Files

The Prohibited Applications and Files Action makes sure that files, registry keys, and processes
that must not be on endpoint computers are not present or running. The default settings show in
the Prohibited Application Action Rules.
For Prohibited Application action rules, all check objects must be non-compliant to trigger the
action and remediation. If only one check object is compliant, the action and remediation are not
triggered.
See Compliance Action Rules (on page 213) for more information.

Anti-Malware for Compliance

The Anti-Malware check makes sure that computers have an anti-malware program installed and
updated. The default settings show in the Anti-Malware Compliance Action Rules.
See Compliance Action Rules (on page 213) for more information.

Monitoring Compliance States

Monitor the compliance state of computers in your environment from:
• The Logs tab of the SmartConsole Logs & Monitor view
• The Security Overview
• Reporting > Compliance
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These compliance states are used in the Security Overview and Compliance reports:
• Compliant - The computer meets all compliance requirements.
• About to be restricted - The computer is not compliant and will be restricted if steps are not
done to make it compliant. See Configuring the "About to be Restricted" State (on page 218).
• Observe - One or more of the compliance rules that is set as Observe is not met. Users do not
know about this status and have no restrictions.
• Restricted - The computer is not compliant and has restricted access to network resources.
• Warn - The computer is not compliant but the user can continue to access network resources.
Do the steps necessary to make the computer compliant.

The Heartbeat Interval

Endpoint clients send "heartbeat" messages to the Endpoint Security Management Server to
check the connectivity status and report updates. The time between heartbeat messages is known
as the heartbeat interval.

Note - The default heartbeat interval is 60 seconds.

A shorter heartbeat interval can cause additional load on the management. A longer
heartbeat interval may lead to less up-to-date logs and reports.

The endpoint computer Compliance state is updated at each heartbeat. The heartbeat interval also
controls the time that an endpoint client is in the About to be restricted state before it is
restricted.
It is possible to create restricted policies that will automatically be enforced once the endpoint
client enters a restricted state

To configure the heartbeat interval and out-of-compliance settings:

1. Click Manage > Endpoint Connection Settings.
The Connection Settings Properties window opens.
2. In the Connection Settings section, set the Interval between client heartbeats.
3. In the Out-Of-Compliance section, configure when a client is restricted. Configure the number
of heartbeats in Client will restrict non compliant endpoint after. The default is 5 heartbeats.
4. Click OK.

Configuring the "About to be Restricted" State.

The About to be restricted state sends users one last warning and gives an opportunity to
immediately correct compliance issues before an endpoint computer is restricted. You can
configure the period of time that a user has to correct the issues after the warning message
shows.
You define this period of time in heartbeats.

To configure the time period that users have before an endpoint computer is restricted:
1. Click Manage > Endpoint Connection Settings.
The Connection Settings Properties window opens.
2. In the Out of Compliance section, enter the number of heartbeats.
3. Click OK.
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When you configure this time period, we recommend that you give users sufficient opportunity to:
• Save their data.
• Correct the compliance issues.
• Make sure that the endpoint computer is compliant.
The formula for converting the specified time period to minutes is:
<number of heartbeats > * <heartbeat interval (in seconds)> * 60.

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CHAPTE R 23

Application Control
In This Section:
Working with the Application Control Policy .............................................................220
Reputation Service......................................................................................................221

The Application Control component restricts network access for specified applications. The
Endpoint Security administrator defines policies and rules that allow, block or terminate
applications and processes. Only applications that try to get network access can be blocked or
terminated. If specified in an Application Control rule, an alert shows which application was
blocked or terminated.
You can also enable the Reputation Service (previously called the Program Advisor) to recommend
applications to allow or block.

Working with the Application Control Policy

Configure which applications are allowed, blocked, or terminated and what happens when
applications are not identified.

To configure the allowed applications:

1. In the Policy tab > Application Control rule, right click the Allowed Apps Action and select
Manage Allowed Apps List.
2. To add more applications, click Add and select applications from the Search Applications
window.
3. Click OK.

To configure the blocked applications:

1. In the Policy tab > Application Control rule, right click the Block Apps Action and select
Manage Blocked Apps List.
2. To add more applications, click Add and select applications from the Search Applications
window.
3. Click OK.

To configure terminated applications:

1. In the Policy tab > Application Control rule, right click the Terminated Apps Action and select
Manage Terminated Apps List.
2. To add more applications, click Add and select applications from the Search Applications
window.
3. Click OK.
If you block unidentified applications, users can only access applications that are included in the
Allowed Apps List. If you allow unidentified applications, users can access all applications that are
not on the blocked or terminated list. If you choose to allow unidentified traffic, make sure your
blocked and terminated lists are complete.

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To configure what happens to unidentified applications:

In the Policy tab > Application Control rule, select Block Unidentified Applications, or right click
and select Allow Unidentified applications.
Terminated applications are not allowed to pass through the firewall.

Reputation Service
The Check Point Reputation Service is an online service that automatically creates recommended
rules that block or allow common applications. These rules are based on the recommendations of
Check Point security experts. This feature reduces your workload while improving security and
usability.

Note - Your Endpoint Security Management Server must have Internet access (on
ports 80 and 443) to connect to the Check Point Reputation Service Server. Make
sure that your firewall allows this traffic. We recommend that you add the
Reputation Service Server to your Trusted Zone.

To see the recommendations of the Reputation Service for safe applications:

1. In the Application Control rule, right click the Allow Whitelisted Apps action and select
Manage Allowed Apps List.
2. In the Allow Applications List, select Good Reputation from the options menu.
A list of applications with a good reputation, generated by the Reputation Service, opens. You
can move applications to the Block or Terminate list.

To see the recommendations of the Reputation Service for malicious applications:

1. In the Application Control rule, right click the Terminated Apps action and select Manage
Terminated Apps List.
2. In the Terminate Application List, select Known Malware Apps from the options menu.
A list of malicious applications, generated by the Reputation Service, opens. You can move
applications to the Block or Allow list.

Using the Reputation Service with a Proxy

If your environment includes a proxy server for Internet access, do the configuration steps below
to let the Endpoint Security Management Server connect to the Check Point Reputation Service
Server through the proxy server. Note that all configuration entries are case-sensitive.
If your organization uses a proxy server for HTTP and HTTPS traffic, you must configure the
Endpoint Security Management Server to work with the proxy server.

To configure use of a proxy server:

1. From the Endpoint Security Management Server command line, run: cpstop.
2. Go to $UEPMDIR/engine/conf and open the [Link] file in a text editor.
3. Add a line for these properties:
• The proxy server IP address:
[Link]=<IP address>

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• The proxy server listening port (typically 8080):

[Link]=<port>
• If authentication is enabled on the proxy server, add these lines:
Do not add these lines if authentication is not required.
[Link]=<username>
[Link]=<password>
Make sure that you delete (or do not insert) the '#' character at the beginning of these lines. If
you do not do this, all applications are blocked when trying to access the Internet.
4. Save $UEPMDIR/engine/conf/[Link] and then close the text editor.
5. Run: cpstart.

Importing Program References

The Appscan command lets you automatically create Application Control rules for common
applications and operating system files on endpoint computers network. This is especially useful
when you have a clean standard image.
You can import a list of programs identified by their checksums, instead of by filename.
Checksums are unique identifiers for programs that cannot be forged. This prevents malicious
programs from masquerading as other, innocuous programs.
Create an Appscan for each disk image used in your environment. You can then create rules that
will apply to those applications. You create Appscan files by running the [Link] utility on a
computer with a tightly-controlled disk image, then importing the file into Endpoint Security.

Creating an Appscan XML File

Before you can use Appscan, set up a Windows computer with the typical applications used on
protected computers in your organization. If you have several different configurations, perform
these steps for each.

Important - The computer you scan to create an Appscan must be free of all
malware. If you are certain that your scan is clean, you can create rules that allow the
applications access to the network.

To run Appscan from the command line:

1. Download the appscan tool from sk108536
[Link] to the root directory (typically
c:\) of the baseline reference source computer.
2. From the target computer command prompt, go to the root directory or to a specific directory
to scan (for example, \program files).
3. Run appscan with the applicable parameters.
When the scan is complete, an output file (Default = [Link]) is created in the specified
directory.

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Appscan Command Syntax

Description
Scans the host computer and creates an XML file that contains a list of executable programs and
their checksums. This XML file is used by the Check Point Reputation Service to create
recommended rules to block or allow common applications.

Syntax
Appscan [/o <filename> /s <target directory> /x <extension strung /e /a /p
/verbose /warnings /?]

Parameters
Parameter Description
file name Output file name and path.
/o Sends output to the specified file name. If no file name is specified,
Appscan uses the default file name ([Link]) in the
current folder.
/s <target directory> Specifies the directory, including all subdirectories, to scan.
• You must enclose the directory/path string in double quotes.
• If no directory is specified, the scan runs in the current directory
only.
/x <extension string> Specifies the file extension(s) to include in the scan.
• The extension string can include many extensions, each
separated by a semi-colon.
• You must put a period before each file extension.
• You must enclose full extension string in double quotes.
• You must specify a target directory using the /s switch.
• If you do not use the /x parameter only .exe executable files
are included in the scan
/e Include all executable files in the specified directory regardless of
the extension. Do not use /e together with /x.
/a Includes additional file properties for each executable.
/p Shows progress messages during the scan.
/verbose Shows progress and error messages during the scan.
/warnings Shows warning messages during the scan.
/? or /help Shows the command syntax and help text.

Examples
• appscan /o [Link]
This scan, by default, includes .exe files in the current directory and is saved as [Link].
• appscan /o [Link] /x ".exe;.dll" /s "C:\"
This scan includes all .exe and .dll files on drive C and is saved as [Link].

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• appscan /o [Link] /x ".dll" /s c:\program files

This scan included all .dll files in c:\program files and all its subdirectories. It is saved as
[Link].
• appscan /s "C:\program files" /e
This scan includes all executable files in c:\program files and all its subdirectories. It is
saved as the default file name [Link].

Importing Appscan XML Files

After you generate the Appscan XML file, you import it to the Endpoint Security Management
Server.

Note - You must remove all special characters, such as trademarks or copyright
symbols, from the XML file before importing it.

To import an Appscan XML file:

1. In the Policy tab > Application Control rule, right click the Allowed apps list Action.
2. Select Import Programs.
3. In the Import Programs window, go to and select the applicable Appscan XML file.
4. Click Import.
When applications included in the imported file are found on endpoint computers, they are
automatically added to the Allowed or Block applications group.

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CHAPTE R 24

Client Settings
In This Section:
Configuring Client Settings Policy Rules ..................................................................225
Client User Interface Settings ...................................................................................225
Log Upload ..................................................................................................................226
Installation and Upgrade Settings .............................................................................226
Users Disabling Network Protection .........................................................................227
Sharing Data with Check Point ..................................................................................228

In a large organization, creating a common policy for multiple clients eases deployment and
reduces maintenance tasks.

Configuring Client Settings Policy Rules

The Client Settings Actions in the rules set:
• General user interface settings
• If users can postpone installations and for how long.
• The client uninstall password
• When log files are uploaded to the server
• Specified Network Protection settings
For each Action in a rule, select an option, which defines the Action behavior. You can select a
predefined Action option or select New to define a custom Action option.
Right-click an Action and select Edit or Edit Shared Action to change the Action behavior.
Changes to policy rules are enforced only after you install the policy.

Client User Interface Settings

You can choose the default client user interface settings or edit them to customize the Endpoint
Security client interface on user computers.
You can change these settings:
• Display client icon - When selected, the client icon shows in the windows notification area
when the Endpoint Security client is installed.
• Graphics that show in the Pre-boot and Onecheck Logon - For each of these graphics, you can
use the default image or click Select to upload a new image:
Item Description Size of Image
Pre-boot Background Image Image on Pre-boot screen behind the 800 x 600
smaller logon window pixels
Pre-boot Screen Saver Image that shows when the system is 260 x 128
idle pixels

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Item Description Size of Image

Pre-boot Banner Image The banner image on the smaller 447 x 98 pixels
logon window
OneCheck Logon Background Image Image in the background of the 256 KB or
Windows logon window if OneCheck smaller
Logon is enabled
Client Notification (UserCheck) Icon Icon in the top-right of a Client 135x46 pixels
Notification (UserCheck)

Log Upload
The components upload logs to the Endpoint Policy Server
The default log upload Action is Allow log upload to Endpoint Policy Servers.
You can change these settings:

Item Description
Enable Log Upload Select to enable log upload. Clear to disable log upload.
(Default= Selected)
Log upload interval Frequency in minutes between logged event uploads.
The clients upload logs only if the number of logs is
more than the Minimum number of events before
attempting an upload. (Default = 20 minutes)
Minimum number of events before Upload logged events to the server only after the
attempting an upload specified number of events. (Default = 10)
Maximum number of events to upload Maximum number of logged events to upload to the
server. (Default = 100)
Maximum age of event before upload Optional: Upload only logged events that are older than
the specified number of days. (Default=5 days)
Discard event if older than Optional: Do not upload logged events if they are older
than the specified number of days. (Default = 90 days)
Maximum interval between status Push Operations (on page 30) are operations that the
updates of Push Operations Endpoint Security Management Server pushes directly
to client computers with no policy installation required.
(Default = 5 minutes)

Installation and Upgrade Settings

The default installation and upgrade setting is that users can postpone the Endpoint Security
Client installation or upgrade.
You can change these settings:

Item Description
Default reminder interval Set the time, in minutes, after which users are
reminded to install the client.

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Item Description
Force Installation and automatically Set the time, in hours, after which the installation starts
restart after automatically.
Client Uninstall Password Set a password that the end user must enter before
uninstalling the client. It can only contain English
letters lower or upper case, and these special
characters: 0-9 ~ = + - _ ( ) ' $ @ , .
The Endpoint Security client has an uninstall password
to ensure that only authorized personnel can uninstall
the client. The default uninstall password is
"secret". Best Practice - For security reasons, we
strongly recommend that you change the default
uninstall password.
Legacy Client Uninstall Password Set a password that the end user must enter before
uninstalling a legacy client.
The Endpoint Security client has an uninstall password
to ensure that only authorized personnel can uninstall
the client. The default uninstall password is
"secret". Best Practice - For security reasons, we
strongly recommend that you change the default
uninstall password.
Uninstall client using dedicated tokens Require a dynamic token challenge-response session,
in addition to password supplied by the administrator, to uninstall the client.
This is in addition to the Client Uninstall Password.
Click Assign Token to add a token to the list.

Users Disabling Network Protection

You can let users disable network protection on their computers.

Important - If users disable network protection, their computers will be less secure and
vulnerable to threats.
If the policy does not allow users to disable network protection, administrators can
assign permissive policies to temporarily disable network protection for specified users.

Network Protection includes these components:

• Firewall
• Application Control
Item Description
Allow users to disable network A Disable Network Protection option shows in the
protection on their computers right-click menu of the client icon from the notification
area.
Do not allow users to disable network Only an administrator can disable a user's network
protection on their computers protection.

To configure the Network Protection Alerts:

1. In the Policy tab, Client Settings rule, double-click the Network Protection Action.
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 Client Settings

2. Click Edit Properties.

3. In the Network Protection section, select or clear these options for each component:
• Allow Log - To generate logs for events.
• Allow Alert - To generate alerts for events. You must also select this to use Alert in the
Track column of Firewall rules.

Sharing Data with Check Point

Clients can share information about detected infections and bots with Check Point. The
information goes to ThreatCloud, a Check Point database of security intelligence that is
dynamically updated using a worldwide network of threat sensors. ThreatCloud helps to keep
Check Point protection up to date with real-time information.

Note - Check Point does not share any private information with third parties.

To configure data ThreatCloud sharing:

1. In the Properties of the ThreatCloud Sharing Action, select an option from the Select action
drop-down menu.
To create a new action profile, click New, and in the window that opens enter the name and the
description and Click OK.
2. Select or clear:
• Enable sharing data with Check Point (default)
• Disable sharing data with Check Point
3. Click OK.

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CHAPTE R 25

Remote Access VPN

The Remote Access VPN component is a simple and secure way for endpoints to connect remotely
to corporate resources over the Internet, through a VPN tunnel.
For more information, see the Endpoint Security clients homepage for your client version
[Link]

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CHAPTE R 26

Access Zones
In This Section:
Trusted Zone ...............................................................................................................230
Changing the Access Zones Policy ............................................................................231
Network Objects .........................................................................................................232

Access Zones lets you create security zones for use in Firewall. Configure Access Zones before
configuring Firewall.
There are two predefined Access Zones:
• The Internet Zone
• The Trusted Zone
Network locations not placed in the Trusted Zone automatically belong to the Internet Zone.
Note: Access Zones rules are computer-centric (and not user-centric).

Trusted Zone
The Trusted Zone contains network objects that are trusted. Configure the Trusted Zone to include
only those network objects with which your programs must interact.

Note - Objects not placed in the Trusted Zone are placed automatically in the
Internet Zone.

SmartEndpoint contains an initial Access Zones policy. In the initial policy, these network
elements are included in the Trusted Zone:
• All_Internet
This object represents all legal IP addresses. In the initial policy, all IP addresses on the
Internet are trusted. However, the Access Zones policy is not a policy that is enforced by itself
but only as a component of the Firewall policy.
• LocalMachine_Loopback
Endpoint computer's loopback address: [Link]. The Endpoint must always have access to its
own loopback address.
Note - Endpoint users must not run software that changes or hides the local
loopback address, for example personal proxies that enable anonymous internet
surfing.

Objects in the Trusted Zone

Think about adding these objects to your Trusted Zone:
• Remote host computers accessed by your programs (if not included in the subnet definitions
for the corporate network)
• Corporate WANs accessed by your programs
• Endpoint Security Management Server

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 Access Zones

• Domain name servers

• Mail servers
• Domain controllers
• File servers
• Print servers
• VPN gateway address range
• Internet gateways
• Local subnets
• Security servers (for example, RADIUS, ACE, or TACACS servers)
• Other IP addresses or IP ranges to which access is allowed or denied.

Changing the Access Zones Policy

The main component of the Access Zones policy rule is the definition of the Trusted Zone. All
objects that are not in the Trusted Zone are automatically in the Internet Zone. If necessary, you
can create new Trusted Zone objects to use in different policy rules
You can add and remove network objects from a Trusted Zone.
Note - A computer can have only one Trusted Zone. This means that if the Access Zones policy has
more than one rule, and more than one Trusted Zone applies to a computer, only the last Trusted
Zone is enforced.

To define the Trusted Zone:

1. In the Policy tab > Access Zones rule, double click Corporate Trusted Zones or right-click it
and select Edit Shared Action.
The Edit Properties - Access Zones window opens.
2. To add an existing object to the Trusted Zone Locations list:
• Select a network object from Available Network Objects.
• Click Add.
3. To remove an existing object:
• Select the network object from the list
• Click the Remove arrow
4. To delete an existing object, select the object and click Delete.
5. To create a new Network Object, click New.
The Select New Object Type window opens.
a) Select an object type from the list.
b) Click OK.
The Properties window for the selected object opens.
c) Enter the required data.
6. Click OK.

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 Access Zones

To create a new Trusted Zone object:

1. In the Policy tab > Access Zones rule, double click Corporate Trusted Zones or right-click it
and select Edit Properties.
The Properties window opens.
2. In the Select action field, select New.
3. Edit the Name and Description of the Zone.
4. Click OK.
5. Edit the network locations in the zone as described in the procedure above.

Network Objects
Access Zones are made up of network objects. You define network objects by specifying one or
more:
• Host
• IP address range
• Network
• Site
Create network objects for areas that programs must have access to, or areas that programs
must be prevented from accessing.
Define objects for each policy or define objects before you create a policy. After defining an object,
the object can be reused in other policies.
The same Network Objects and Services are used throughout the SmartEndpoint and in
SmartConsole. When you create a new object, it is also available in SmartConsole. If you change
an object in the SmartEndpoint or SmartConsole, it is changed everywhere that the object is used.

Note - The Trusted Zone and the Internet Zone can also be used as objects in a
Firewall policy. These objects are resolved dynamically by the client based on Access
Zones policy assignment to the client.

Configuring a Host as a Network Object

Enter data that defines the network object:

Object Information Description

Name A name for the network object. The name must start with a letter
and can include capital and small letters, numbers and '_'. All
other characters are prohibited.
IP Address The IP address of the host you want to use as a network object.

Color Select a color to be used for the icon for this network object.
Comment A description of the network object.

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 Access Zones

Configuring an Address Range as a Network Object

Enter data that defines the network object:

Object Information Description

Name A name for the network object. The name must start with a letter
and can include capital and small letters, numbers and '_'. All other
characters are prohibited.
First IP Address / Last IP The first and last IP addresses for the network object.
Address
Color Select a color to be used for the icon for this network object.
Comment A description of the network object.

Configuring a Network as a Network Object

Enter data that defines the network object:

Object Information Description

Name A name for the network object. The name must start with a letter
and can include capital and small letters, numbers and '_'. All other
characters are prohibited.
Network Address The network address you want to use as a network object.

Net Mask The net mask.

Color Select a color to be used for the icon for this network object.
Comment A description of the network object.

Configuring a Site as a Network Object

Enter data that defines the network object:

Rule Condition Description

Name A name for the network object. The name must start with a letter and can
include capital and small letters, numbers and '_'. All other characters
are prohibited.
Host Name The full LDAP name of the host of the site you want to use as a network
object. For example, [Link].
Color Select a color to be used for the icon for this network object.
Comment Enter a description of the network object.

Configuring a Group as a Network Object

1. Enter data that defines the network object.
2. Select from the Available Objects column, or create new objects.

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 Access Zones

Fields:
Rule Condition Description
Name A name for the network object. The name must start with a letter and can
include capital and small letters, numbers and '_'. All other characters
are prohibited.
Color Select a color to be used for the icon for this network object.
Comment Enter a description of the network object.

Configuring a Site Group as a Network Object

1. Enter data that defines the network object:
Rule Condition Description
Name A name for the network object. The name must start with a letter and can
include capital and small letters, numbers and '_'. All other characters
are prohibited.
Color Select a color to be used for the icon for this network object.
Comment Enter a description of the network object.
2. Select an object from the Available Objects column, or create a new object of the type:
• Site
• Site Group

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CHAPTE R 27

Remote Help
In This Section:
Overview of Remote Help .........................................................................................235
Web Remote Help .......................................................................................................235
Giving Remote Help to Full Disk Encryption Users ..................................................240
Media Encryption & Port Protection Remote Help Workflow ..................................241
Disabling Remote Help ...............................................................................................242
User-Bound Remote Help ..........................................................................................242

Overview of Remote Help

Users can be denied access to their Full Disk Encryption-protected computers or Media
Encryption & Port Protection-protected devices for many different reasons. They might have
forgotten their password or entered the incorrect password too many time. In the worst case
scenario, a hacker might have tried access the computer or device.
Remote Help can help users in these types of situations. The user contacts the Help Desk or
specified administrator and follows the recovery procedure.

Note - An Endpoint Security administrator can give Remote Help only if you enable
Remote Help in the OneCheck User Settings policy.

Administrators can supply Remote Help through SmartEndpoint or through an online web portal.
• To use the SmartEndpoint - Select Tools > Remote Help
• To use the web portal - Go to [Link] Security Management Server IP>/webrh
There are two types of Full Disk Encryption Remote Help:
• One Time Login - One Time Login lets users access using an assumed identity for one session,
without resetting the password. Users who lose their Smart Cards must use this option.
• Remote password change - This option is applicable for users with fixed passwords who are
locked out.
For USB storage devices protected by Media Encryption & Port Protection policies, only remote
password change is available.

Web Remote Help

Administrators can use the built in Remote Help or online portal on the Endpoint Security
Management Server, or create a dedicated server for the online web portal.
A dedicated server for the online web portal is supported on Gaia servers.
Administrators can authenticate to the web portal with these authentication methods:
• Check Point Password login (default)- Configure this in SmartEndpoint
• Active Directory Password - See Configuring SSL Support for AD Authentication

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 Remote Help

• Dynamic Token

Turning on Web Remote Help on Endpoint Security Management

Server
You must turn on the Web Remote Help in SmartEndpoint before you can use it.

To turn on the Web Remote Help:

1. In SmartEndpoint, go to Manage > Endpoint Servers.
The Endpoint Server window opens.
2. Double-click on the name of an existing server on the list.
3. Select Remote Help Server.
4. Click Next.
5. Install Database.
When you turn on or turn off the Web Remote Help, the Endpoint Security Management Server
restarts and all connections with client computers and SmartEndpoint sessions get disconnected.

Configuring the Length of the Remote Help Response

Administrators can configure how many characters are in the Remote Help response that users
must enter. The default length is 30 characters.

To change the length of the Remote Help response:

1. In the Policy tab, Full Disk Encryption rule, double-click the Pre-boot Protection action.
2. In the Pre-boot Protection Properties window, click Advanced Pre-boot Settings.
3. In the General Pre-boot Settings window, Remote Help area, select a Remote Help response
length.
4. Click OK.
5. Click OK.
6. Install policy.

Logging into Web Remote Help portal

You can log into Web Remote Help portal using one of these methods:
• Password Login
• Token Login
Password Login is the default method and shows when you first connect to the portal. The link in
the right bottom corner of the Endpoint Security Web Remote Help window lets you toggle
between the two login methods.

To login using Password Login method:

1. Enter a User Name and select a domain name from the Domains list.
Notes -
• You can set the user name in UPN format, for example: UserName@[Link]
• Domain name for the internal users is internal-users
2. Enter the Password.
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3. Click Log In.

To login using Token Login method:

1. Enter a User Name and select a domain name from the Domains list.
Notes -
• You can set the user name in UPN format, for example: UserName@[Link]
• Domain name for the internal users is internal-users
2. Click Next.
3. Enter the Challenge string into your token.
4. Enter the Response generated by the X.99 Token.
5. Click Login.

Configuring a Standalone Web Remote Help Server

You can configure a standalone Web server for Remote Help. This is supported on Gaia servers.

To configure a Standalone Remote Help Server:

1. In SmartEndpoint, go to Manage > Endpoint Servers.
The Endpoint Server window opens.
2. Click New.
3. Select an Endpoint Security Management Server.
4. In the window that opens, select Endpoint Security Management Server.
5. Enter Server Name and IP Address.
6. Select a color (optional).
7. Enter a comment (optional).
8. Click Next.
9. Create SIC trust between the Primary Endpoint Security Management Server and the Remote
Help sever:
a) Enter the same SIC Activation Key as the one you entered in the Check Point Configuration
Tool.
b) Click Initialize to create a state of trust between the Endpoint Security Management
Servers.
c) If trust creation fails, click Test SIC Status to see troubleshooting instructions.
d) If you have to reset the SIC, click Reset, reset the SIC on the Remote Help server, then click
Initialize.
e) Click Next
10. Install Database on all servers.

Managing Web Remote Help Accounts

You can do these web Remote Help account management actions:
• Add web Remote Help accounts
• Delete web Remote Help accounts
• Edit web Remote Help accounts
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 Remote Help

• Search for existing web Remote Help accounts

Adding a Web Remote Help Account

To add a web Remote Help account:
1. In SmartEndpoint, go to Manage > Web Remote Help Accounts.
The Web Remote Help Accounts window opens.
2. Click New.
The Web Remote Help Account wizard opens.
3. Select a User type:
• Existing User/Group - AD user or group
• Local User - Check Point user
4. Click Next.
5. Configure login credentials:
User type & Authentication Credentials
Existing user with AD a. In the Login field, type the name of a user from the AD
authentication (auto-complete field).
b. In the Login Method, select AD Authentication.
Existing user with Token a. In the Login field, type the name of a user from the AD
authentication (auto-complete field).
b. In the Login Method, select Token.
c. Click Select.
d. Select a token.
e. Click OK.
Local user with fixed a. In the Login field, type the login name of a user.
password authentication b. In the Login Method, select Password.
Local user with Token a. In the Login field, type the login name of a user.
authentication b. In the Login Method, select Token.
c. Click Select.
d. Select a token.
e. Click OK.
AD Group/OU with AD a. In the Login field, type the name of a group from the AD
Authentication (auto-complete field).
b. In the Login Method, select AD Authentication.
Note - Token authentication is not supported for AD Group/OU.
6. Click Next.
7. Set the expiration date (optional):
a) Select Expiration.
b) Select a Start Date.
c) Select an Expiration Date.
8. Set the location, if necessary:
a) In the Account Details section, click Add.
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 Remote Help

b) Enter a location or select one from the list.

9. Click Finish.

To disable the Web Remote Help account:

Select Disable remote help account. When you create a new account, it is enabled by default.

Editing a Web Remote Help Account

To edit a web Remote Help account:
1. In SmartEndpoint, go to Manage > Web Remote Help Accounts.
The Web Remote Help Accounts window opens.
2. Select an existing account from the list.
3. Click Edit.
The Web Remote Help Account Configuration window opens.
4. Change the configuration as necessary.
Note - you cannot change the type of an existing account.

Deleting a Web Remote Help Account

To delete a web Remote Help account:
1. In SmartEndpoint, go to Manage > Web Remote Help Accounts.
The Web Remote Help Accounts window opens.
2. Select an existing account from the list.
3. Click Delete.
4. Click OK.

Searching for an Existing Web Remote Help Account

To search for an existing web Remote Help account:
1. In SmartEndpoint, go to Manage > Web Remote Help Accounts.
The Web Remote Help Accounts window opens.
2. In the search box, type in the name of an account.
List of results shows.

Configuring SSL Support for AD Authentication

To use Remote Help with AD password, it is necessary for the Remote Help server to connect to
the domain controller with SSL.

To configure SSL Support:

1. Get an SSL certificate from your Domain Controller.
2. Import the SSL certificate to the Endpoint Security Management Server. See sk84620
[Link] for how to install the Domain
Controller certificate on the Remote Help server.
3. Run this CLI command on the Endpoint Security Management Server to activate the SSL
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 Remote Help

connection:
$UEPMDIR/system/install/wrhAuthConfig

Note - Web Remote Help works with LDAPS or LDAP authentication only. Mixed mode is
not supported.

Giving Remote Help to Full Disk Encryption Users

Use this challenge/response procedure to give access to users who are locked out of their Full
Disk Encryption protected computers.

To give Full Disk Encryption Remote Help assistance from the SmartEndpoint:
1. Select Tools > Remote Help > User Logon Preboot Remote Help.
The User Logon Preboot Remote Help window opens.
2. Select the type of assistance the end-user needs:
a) One Time Login -Gives access as an assumed identity for one session without resetting the
password.
b) Remote password change - This option is for users who have forgotten their fixed
passwords.
3. In the User Name field, click Browse and select the user in the Select a Node window.
4. Select the locked computer in the Device Name list.
5. Click Generate Response.
6. Tell the user to enter the Response One (to user) text string in the Remote Help window on the
locked computer.
The endpoint computer shows a challenge code.
7. In the Challenge (from user) field, enter the challenge code that the user gives you.
8. Click Generate Response.
Remote Help authenticates the challenge code and generates a response code.
9. Tell the user to enter the Response Two (to user) text string in the Remote Help window on
the locked computer.
10. Make sure that the user changes the password or has one-time access to the computer before
ending the Remote Help session.

To give Full Disk Encryption Remote Help assistance from the web portal:
1. Go to [Link] Security Management Server IP>/webrh.
2. Enter your User Name and Password to log in to the portal. Administrators must have
permission to provide Remote Help.
3. Select FDE.
4. Select the type of assistance the end-user needs:
a) One Time Login -Gives access as an assumed identity for one session without resetting the
password.
b) Remote password change - This option is for users who have forgotten their fixed
passwords.
5. In the User Name enter the User's name.

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 Remote Help

6. Select the locked computer in the Device Name list.

7. Click Get Response One.
8. Tell the user to enter the Response One (to user) text string in the Remote Help window on the
locked computer.
The endpoint computer shows a challenge code.
9. In the Challenge (from user) field, enter the challenge code that the user gives you.
10. Click Get Response Two.
Remote Help authenticates the challenge code and generates a response code.
11. Tell the user to enter the Response Two (to user) text string in the Remote Help window on
the locked computer.
12. Make sure that the user changes the password or has one-time access to the computer before
ending the Remote Help session.

Media Encryption & Port Protection Remote Help

Workflow
Media Encryption & Port Protection lets administrators recover removable media passwords
remotely using a challenge/response procedure. Always make sure that the person requesting
Remote Help is an authorized user of the storage device before you give assistance.

To recover a Media Encryption & Port Protection password with Remote Help assistance
from the SmartEndpoint:
1. Select Tools > Remote Help > Media Encryption Remote Help.
The Media Encryption & Port Protection Remote Help window opens.
2. In the User Logon Name field, select the user.
3. In the Challenge field, enter the challenge code that the user gives you. Users get the
Challenge from the Endpoint Security client.
4. Click Generate Response.
Media Encryption & Port Protection authenticates the challenge code and generates a
response code.
5. Give the response code to the user.
6. Make sure that the user can access the storage device successfully.

To recover a Media Encryption & Port Protection password with Remote Help assistance
from the web portal:
1. Go to [Link] Security Management Server IP>/webrh.
2. Enter your User Name and Password to log in to the portal. Administrators must have
permission to give Remote Help.
3. Select ME.
4. In the User Name field, enter the name of the user.
5. In the Challenge field, enter the challenge code that the user gives you. Users get the
Challenge from the Endpoint Security client.
6. Click Generate Response.
Media Encryption & Port Protection authenticates the challenge code and generates a
response code.
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 Remote Help

7. Give the response code to the user.

8. Make sure that the user can access the storage device successfully.

Disabling Remote Help

To disable Remote Help:
1. In the Media Encryption & Port Protection Policy window, in the Encrypt Removable Media
area, click Advanced Settings.
The Media Encryption page opens.
2. In the Offline Mode Settings expand the Advanced Settings area.
3. Clear the Allow users to recover their password using remote help option.

User-Bound Remote Help

User-bound Remote Help lets you do remote help for a user, Offline Group, or an organization
without an exact device name. A special user is created for this purpose.

Note - User-bound Remote Help is less secure than regular Remote Help because the
same key for Remote Help is distributed to all machines assigned to the specified user
account.

To create a new Pre-boot user for User-bound Remote Help:

1. Use the procedure in Creating Pre-boot Users (on page 138).
2. In the Account Details window, select Do not use device information for Full Disk Encryption
Remote Help.

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CHAPTE R 28

Offline Mode
In This Section:
Creating Offline Administrators.................................................................................243
Configuring an Offline Group .....................................................................................244
Configuring Policy for an Offline Group .....................................................................245
Editing Pre-boot Users ...............................................................................................246
Exporting Packages ....................................................................................................247
Deploying Packages ...................................................................................................248
Moving from Offline to Online Mode ..........................................................................249
Endpoint Offline Management Tool ...........................................................................249

Offline Mode lets users get policies and updates from a shared folder, without a connection to an
Endpoint Security server. Policies for these components are supported in Offline Mode:
• Full Disk Encryption
• OneCheck User Settings
• Client Settings
Manage the offline policies for these components from each Offline Group in the Users and
Computers tab. The policies for users in these groups are not configured in the Policy tab and are
not included in policy installation.

Workflow to Configure Offline Mode:

1. In the Users and Computers tab, create a new Offline Group and configure the sub-paths and
settings (on page 244).
2. From the Offline Group, configure the policy for each component (on page 245).
3. Export the required packages and put them in the configured sub-paths (on page 247).
4. Instruct users to install the packages from the sub-paths. Make sure they have the required
access (on page 248).

Creating Offline Administrators

Offline administrators can be created one at a time or in groups.

To create offline administrators:

1. Open SmartEndpoint.
2. On the Users and Computers tab, right-click an offline group.
3. Select Create Administrators.
The Create offline group administrators window opens with these options:
• Add Single User - Adds one administrator
 Enter the Logon Name.
 Configure Authentication credentials, password or dynamic token.
Note - you must select an existing token.
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 Offline Mode

• Add Users From File - Imports offline administrators from a CVS file, and shows them in
the table.
Each imported administrator has a Logon Name, Authentication type and status.
The Status column shows if an Administrator can be imported or not.
A green V indicates if the offline administrator is ready for import.
An X icon indicates offline administrators that cannot be imported. See the error message
next to it.
• Remove User - Removes an offline administrator. Select the administrator in the table.
4. Click Import to import the administrators.
5. Click OK.

Configuring an Offline Group

Each Offline Group defines the location for its files and the included policies. Computers that
install the package do not show in the tree on the Users and Computers tab.
For each group you configure a root path of the shared location where files for the group are
stored, and sub-paths for each type of file. You must manually create each sub-path. Folders for
these files are required. The default location is under the root path:
• Updates - Policy updates.
• Client Logs - The location where logs from clients in this group are stored.
• Recovery Files - Full Disk Encryption recovery files.
• Upgrades - Upgrades to new client versions.
• Installation - Complete installation packages.

To create an Offline Group:

1. In the Users and Computers tab navigation tree, right-click on Offline Groups and select New
Offline Group.
The New Offline Group wizard opens
2. Enter this information:
• Offline group name - A name for the group
• Root Path - The root path of the shared location where files for this group are stored. This
must be a valid UNC path or HTTP/HTTPS path. For example \\server\share\ or
[Link] HTTP/HTTPS paths are only supported when the WebDAV
extension is enabled on the web server.
• Description (optional) - Helpful information about the group or policies
3. Click Sub-paths.
The Sub-path Settings window opens.
4. Select a Category. Each category has a default path under the defined root path. Keep the
default or click Add, Edit, or Remove to change the path or add a new one.
5. Click OK.
6. Select a value for each of the Synchronization Settings:
• Clients sync with shared location every X minutes
• After a failed connection, clients retry to sync with shared locations every X minutes
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• Clients stop trying to sync with shared location after X failed attempts - This is only active
when selected.
7. Click Next to configure the Policies for the group.

Configuring Policy for an Offline Group

Authorize Pre-boot Users
Continue with the New Offline Group wizard or click Authorize Pre-boot Users to configure the
users who can log in to computers in the offline group.
• Click Add to add an authorized user
• Click Remove to remove a user
Note - Removing a user from the Authorized Pre-boot user list will not remove the user from
an already installed client. Use the Blocked Users feature to remove users on clients.
• Click Show all users to show the complete list
• Enter text in the Search field to search the list of users
• Click Blocked Users to create a list of users who are blocked from all computers in the offline
group
Note - Smart Card authentication is not supported for Offline Pre-boot users. Select password or
dynamic token as the authentication method.

Full Disk Encryption Policy

Continue with the New Offline Group wizard or click Full Disk Encryption to configure the Full
Disk Encryption policy settings for the group.

OneCheck User Settings Policy

• Continue with the New Offline Group wizard or click OneCheck User Settings to configure the
OneCheck User Settings policy settings for the group.
This policy will be the default OneCheck User Settings policy for acquired users and users
created from the deployment users on the computer. The default policy can be updated with a
policy Update.
If users are defined in SmartConsole, you can assign a different OneCheck User Settings
policy to them in SmartEndpoint. If users are acquired and not defined in SmartConsole, they
always get the default policy.

Client Settings Policy

• Continue with the New Offline Group wizard or click Client Settings to configure the Client
Settings policy settings for the group. All authorized users on a computer use the same Client
Settings policy.

Completing the Wizard

• The Wizard shows the version and components in the latest package.
• Click Finish at the end of the New Offline Group wizard.
The Offline Group and all of its configurations and policies are saved. If you do not click Finish
at the end of the Wizard, the group is not saved.

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Note - From the Group Details view, click Pre-boot Users to open:
• The Authorized Pre-boot Users list
• The Blocked Pre-boot Users list.

Editing Pre-boot Users

To edit offline Pre-boot accounts:
1. From the Users and Computers tab, expand an Offline Group to see the users .
2. Right-click the user and select User Authentication (OneCheck) > Pre-boot Authentication
method.
3. Select an Authentication Method.
4. Click Change Password or User Certificates to create a new password or upload certificates,
as required for the authentication method.
5. Click OK.

To edit a deployment Pre-boot account:

1. From the Users and Computers tab, open Offline Groups.
2. Select the preboot user account
3. Select Deployment Pre-boot User Details and click Edit.

To create offline Pre-boot users

1. From the Users and Computers tab, select an offline group.
2. In Group Details, click Edit.
The Group Details window opens.
3. Click Pre-boot Users.
The Pre-boot Users Details window opens.
4. In the Authorized Preboot Users area, click New.
The Add new preboot user window opens.
5. Enter a Logon Name
6. In the Authentication credentials area, select Password or Dynamic Token.
• A password must contain at least five characters
• If you select a token as the authentication method, make sure you select an existing token
7. To set more granular account controls, open Account Details.
In Account Details you can configure the type of use and expirations settings.
• Regular User (default)
• Do not use device information for Full Disk Encryption remote help - Enables user-bound
remote help for the pre-boot user
• Lock user for preboot - Locks the user for preboot
• Require change password after first logon - Applies only to password authentication.
Select this option to force users to change their password after the first pre-boot logon.
• Deployment User

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• Allow creating X Pre-boot accounts from this account - You can use this account to create
new offline Pre-boot accounts. After it creates the maximum numbers of accounts allowed,
the account expires.
• Expiration Settings:
• The user will expire after X logins to Pre-boot
• The user will be revoked after the selected date.

Exporting Packages
Export the required packages and put them in the configured shared locations.

To export packages:
In the Users and Computers tab, right-click on the Offline Group and select an option.

Option Description Notes

Get Update Policy File Exports a file with policy updates. This file has CPPOL extension. You
must put the CPPOL file in the
Updates folder.
Get Offline Exports a CPOMF file that contains This is for a help desk or
Management File definitions that you can use to log in contractor environment that needs
(cpomf) to the Endpoint Offline Management access to the Tool for Remote Help
Tool. and creation of recovery media
without access to an Endpoint
Security server.
Full Disk Encryption > When installed, the computer You must put the CPPOL file in the
Get Bypass Pre-boot bypasses Pre-boot based on the Updates folder.
File policy configured in the Pre-boot
Protection > Temporary Pre-boot
Bypass settings of the Offline
group.
Full Disk Encryption > Returns the computer to the regular You must put the CPPOL file in the
Get Revert Pre-boot Pre-boot policy. Updates folder.
to Policy
Configuration File
Deployment > Get Exports a complete MSI with the
Initial Package Offline Policy. This can be used for
new client installation.

Deployment > Get Exports a package to upgrade an Put the CPPOL file in the
Upgrade Package existing offline client, and the configured Updates folder and put
updated CPPOL file. The details of the MSI in the configured Upgrades
the package are shown. Make sure folder.
the version is higher than the
currently installed client version.
You can select the Export update
offline policy option to export a
CPPOL file with the package.

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 Offline Mode

Option Description Notes

Deployment > Get Exports a file that converts an You must put the CPPOL file in the
Offline to Online File offline client to an online client. Updates folder.
After installation, the client will See Moving from Offline to Online
connect to the server that the file Mode (on page 249) for best
was exported from. practices.

To export all offline administrators:

1. Right click on an offline group and select Get Offline Management File (cpomf) or
2. Select multiple administrators in an Administrator OU under an offline group, right-click, and
select Get Offline Management File (cpomf).

To replace the installation policy file for the offline group:

This is only necessary if you installed a client with an installation policy that contains shares that
the client cannot access. The client remains in the installation state as the recovery file cannot be
uploaded to the share.
1. In the Users and Computers tab, right-click on the Offline Group and select Advanced > Get
Install Policy File.
2. Replace the installation policy located in the local Work folder on the client.
The Work folder with the policy is located in:
On x64 client:
%PROGRAMFILES(X86)%\CheckPoint\Endpoint Security\Endpoint Common\Work\
On x86 client:
%PROGRAMFILES%\CheckPoint\Endpoint Security\Endpoint Common\Work\
3. Reboot to continue the installation.

Deploying Packages
To deploy packages:
Automatically deploy the offline client on computers or give users instructions to get the packages
they require.

To push a policy update for a specified client:

Place the policy in the Work folder locally on the client, for example:
C:\Program Files\CheckPoint\Endpoint Security\Endpoint Common\Work.
If the client finds an update policy in the Work folder, the client makes sure that the update is new,
imports it, and deletes the update from the Work folder.
The client then continues to use the normal update interval as configured.

To update policies on specified clients:

To update a specified computer, you can put an update policy in the client's folder located in the
Updates sub-path. When the client connects to the share it will check the Updates sub-path for
new updates, but it will also check its own folder, located in the Clients folder. The client
automatically creates this folder the first time it connects. The name of the folder is its hostname.

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Client Connections to Network Shares

Clients use the currently logged-in user to connect to the defined shares and search for update
policies and to upload recovery files, logs, and status files. If there is no user logged-in or if
multiple users are logged-in, the connection to the share is not available.
The logged-in user on the client must have these permissions on the share to be able to update
and download files:

Location Required Permissions

Read Write List Execute Modify Delete Create
Update Directory
Recovery Files Directory
Client Log Directory

Moving from Offline to Online Mode

During the conversion from offline to online mode, all users acquired on the offline client are
deleted. Users must be pre-authorized for the online client to make sure that there are authorized
users on the client. If you move clients from offline mode to online mode, we recommend that you
use these best practices:
• Configure at least one user that will be an authorized Pre-boot user on the client before and
after the move to online mode. This will make sure there is an authorized Pre-boot user during
the whole transition. This user can be removed after successful transition.
• If the logged-in authorized Pre-boot user is removed on the client during the move to online
mode, a restart window opens. Wait for the automatic restart to occur.
• If no user has been authorized for Pre-boot for the online client, current offline users are not
removed. These users remain with the OneCheck policy enforced in offline mode. When the
first user for the online client is authorized for Pre-boot, the remaining offline users are
removed. It can take up to 15 minutes before all offline users are removed.
Note - The move from offline to online Mode is permanent. It is not possible for an online
client to move to offline Mode.

Endpoint Offline Management Tool

The Endpoint Offline Management Tool lets administrators manage offline mode users and give
them password assistance and disk recovery. It does not require access to the Endpoint Security
Management Server.
Double click the [Link] file to install the tool.
Get the files from the Server Release information section of the Endpoint Security homepage
[Link]

Logging In to the Offline Tool

To log in to the tool, you must have a CPOMF file that contains at least one administrator with a
password, or token authentication. To get the CPOMF file from SmartEndpoint, see: Get Offline
Management File in Exporting Packages.
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 Offline Mode

1. Open the Offline Tool.

2. In the Login window:
• CPOMF File - Browse to the location of the CPOMF file
• Login Name - Enter an offline administrator name
• Password/Token - According to the authentication method of the offline administrator,
enter a password or token response.
Note - If the authentication method is a token with a response length of 16 digits and you
are authenticating with a response that is 8 digits long, you will be prompted to complete
an additional challenge-response phase.
• Click Login.

Password Assistance
To help a user log in to a locked computer click Password Assistance.
• Select Recovery Mode - Select the type of Full Disk Encryption Remote Help that is necessary:
• One Time Logon - Lets users access using an assumed identity for one session, without
resetting the password. Users who lose their Smart Cards must use this option.
• Password Change - This option is applicable for users with fixed passwords who are locked
out.
• Select Recovery File - The recovery file is a CPREC file that is uploaded from each client
computer. The files are located in the Recovery Files shared folder.
Click Browse to locate the file for the computer in the offline group that requires recovery.
• Click Next.
Note - Each offline group is cryptographically independent. The CPOMF file for one group
does not work for a different group.

Select a User
• Select a user that has Pre-boot permissions on the computer. You can enter the username
manually in the format domain\username.
• Click Next.

Challenge from User

• Response One - Tell the user to enter the Response One text string in the Remote Help
window on the locked computer.
The endpoint computer shows a challenge code.
• Challenge - Enter the challenge code that the user gives you.

Response to User
• Response Two - Tell the user to enter the Response Two text string in the Remote Help
window on the locked computer.
Make sure that the user changes the password or has one-time access to the computer before
ending the Remote Help session.
• Try Again - Click this to start the password recovery process again for a different user.

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Disk Recovery
To help a user unencrypt a disk click Disk Recovery.
• Select Recovery File - The recovery file is a CPREC file that is uploaded from each client
computer. The files are located in the Recovery Files shared folder.
Click Browse to locate the file for the computer in the offline group that requires recovery.
• Click Next.
Note - Each offline group is cryptographically independent. The recovery file for one
group does not work for a different group.

Select a User Account

• Click Add to manually enter a new temporary user that will log in with the recovery media.
• Click Next.

Select Media
• Select the type of recovery media to generate:
• ISO file
• REC file
• USB media
If you select ISO or REC, select the storage location.
If you select USB, choose the drive to use.
• Click Create Media.
Note - To create USB media, the tool must run with administrator privileges and the Media
Encryption & Port Protection must be disabled

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