Trend Micro

Control Manager TM
5

Installation Guide

cm
Control Manager
Trend Micro Incorporated reserves the right to make changes to this document and to
the products described herein without notice. Before installing and using the software,
please review the readme files, release notes and the latest version of the Control
Manager documentation, which are available from the Trend Micro website at:
http://downloadcenter.trendmicro.com/
NOTE: A license to the Trend Micro Software usually includes the right to product
updates, pattern file updates, and basic technical support for one (1) year from the date
of purchase only. Maintenance must be reviewed on an annual basis at Trend Micro’s
then-current Maintenance fees.
Trend Micro, the Trend Micro t-ball logo, Control Manager, Outbreak Prevention
Services, Trend Virus Control System, TrendLabs, ServerProtect, OfficeScan, ScanMail,
InterScan, and eManager are trademarks or registered trademarks of Trend Micro,
Incorporated. All other product or company names may be trademarks or registered
trademarks of their owners.
All other brand and product names are trademarks or registered trademarks of their
respective companies or organizations.
Copyright© 1998-2010 Trend Micro Incorporated. All rights reserved. No part of this
publication may be reproduced, photocopied, stored in a retrieval system, or transmitted
without the express prior written consent of Trend Micro Incorporated.
Document Part No. CMEM54524/100720
Release Date: August 2010
The Installation Guide for Trend Micro™ Control Manager™ is intended to introduce the
main features of the software and provide installation instructions for your production
environment. You should read through it prior to installing or using the software.
For technical support, please refer to Contacting Technical Support on page 7-2 for technical
support information and contact details. Detailed information about how to use specific
features within the software are available in the online help file and online Knowledge
Base at the Trend Micro website.
 Contents

Contents
Preface
What’s New in This Version ............................................................................. x
Control Manager 5.5 Features and Enhancements................................... x
Control Manager Documentation ..................................................................xii
Document Conventions .................................................................................xiii

Chapter 1: Introducing Trend Micro™ Control Manager™

Control Manager Standard and Advanced .................................................. 1-2
How to Use Control Manager ...................................................................... 1-3
Understanding Trend Micro Management Communication Protocol ... 1-5
Control Manager Architecture ...................................................................... 1-8
Trend Micro™ Smart Protection Network™ .......................................... 1-12
Email Reputation ..................................................................................... 1-12
File Reputation ......................................................................................... 1-12
Web Reputation ....................................................................................... 1-12
Smart Feedback ........................................................................................ 1-13

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Chapter 2: Planning and Implementing the Control Manager

Deployment
Identifying Deployment Architecture and Strategy ................................... 2-2
Understanding Single-Site Deployment .................................................. 2-3
Understanding Multiple-Site Deployment .............................................. 2-5
Installation Flow .............................................................................................. 2-9
Testing Control Manager at One Location ...............................................2-10
Server Distribution Plan ...............................................................................2-11
Understanding Administration Models .................................................2-11
Understanding Control Manager Server Distribution ........................2-12
Single-Server Topology ...........................................................................2-12
Multiple-Server Topology .......................................................................2-13
Network Traffic Plan ....................................................................................2-13
Understanding Control Manager Network Traffic .............................2-13
Sources of Network Traffic ...............................................................2-13
Traffic Frequency ................................................................................2-14
Logs .......................................................................................................2-14
Managed Product Agent Heartbeat ..................................................2-14
Network Protocols ...................................................................................2-15
Sources of Network Traffic .........................................................................2-15
Log Traffic .................................................................................................2-15
Trend Micro Management Communication Protocol Policies .........2-16
Trend Micro Management Infrastructure Policies ..............................2-16
Product Registration Traffic ...................................................................2-17
Deploying Updates ........................................................................................2-18
Understanding Deployment Updates ....................................................2-18
Data Storage Plan ..........................................................................................2-19
Database Recommendations ..................................................................2-19
ODBC Drivers ..........................................................................................2-19
Authentication ..........................................................................................2-20
Web Server Plan ............................................................................................2-20
Web Server Configuration ......................................................................2-20

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Chapter 3: Installing Trend Micro Control Manager for the

First Time
System Requirements ..................................................................................... 3-2
Pre-Installation Tasks ..................................................................................... 3-7
Installing a Control Manager Server ............................................................ 3-8
Verifying Successful Installations ............................................................... 3-28
Verify a Successful Control Manager Server Installation .................. 3-28
Post-installation Configuration ................................................................... 3-30
Registering and Activating Control Manager ...................................... 3-30
Configuring User Accounts .................................................................... 3-30
Downloading the Latest Components .................................................. 3-31
Setting Notifications ................................................................................ 3-31
Registering and Activating Your Software ................................................ 3-31
Activating Control Manager ................................................................... 3-31
Converting to the Full Version .............................................................. 3-32
Renewing Your Product Maintenance .................................................. 3-32

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Chapter 4: Upgrading Servers or Migrating Agents to

Control Manager 5.5
Upgrading to Control Manager 5.5 ............................................................... 4-2
Upgrading Control Manager 5.0 or 3.5 Servers ..................................... 4-2
Supported Versions for Upgrade ........................................................ 4-3
Upgrading and Migrating Scenarios ......................................................... 4-3
Scenario 1: Upgrading a Control Manager 5.0/3.5
Server to Control Manager 5.5 ............................................. 4-3
Scenario 2: Migrating to a Fresh Control Manager 5.5
Installation Using the Agent Migration Tool ..................... 4-4
Scenario 3: Upgrading or Migrating a
Cascading Environment ........................................................ 4-5
Rolling Back to Control Manager 5.0/3.5 Servers ...................................4-11
Scenario 1: Rolling Back a Control Manager 5.5
Server to Control Manager 5.0/3.5 .......................................4-11
Scenario 2: Rolling Back from a Fresh Control Manager 5.5
Installation Using the Agent Migrate Tool ..........................4-12
Scenario 3: Rolling Back a Cascading Environment ...........................4-12
Planning Control Manager Agent Migration .............................................4-13
Migration Scenarios for Control Manager 2.x Agents ........................4-14
Control Manager 2.5x Agent Migration Flow .................................4-16
MCP Agent Migration Flow ..............................................................4-17
Migrating Control Manager 2.5x and MCP Agents ............................4-17
Migrating the Control Manager Database .................................................4-19
Migrating a Control Manager SQL 2005 Database to
Another SQL Server 2005 ......................................................4-19

Chapter 5: Using Control Manager Tools

Using Agent Migration Tool (AgentMigrateTool.exe) .............................. 5-2
Using the Control Manager MIB File .......................................................... 5-2
Using the NVW Enforcer SNMPv2 MIB File ........................................... 5-3
Using the Appliance Firmware Flash Utility ............................................... 5-3
Using the DBConfig Tool .............................................................................. 5-4

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Chapter 6: Removing Trend Micro Control Manager

Removing a Control Manager Server .......................................................... 6-2
Manually Removing Control Manager ......................................................... 6-2
Remove the Control Manager Application ............................................ 6-3
Stopping Control Manager Services ................................................... 6-4
Removing Control Manager IIS Settings .......................................... 6-5
Removing Crystal Reports, PHP, FastCGI, TMI, and CCGI ....... 6-6
Deleting Control Manager Files/Directories and Registry Keys ... 6-6
Removing the Database Components ............................................... 6-7
Removing Control Manager and NTP Services ............................... 6-8
Removing a Windows-Based Control Manager 2.x Agent ....................... 6-8

Chapter 7: Getting Support

Before Contacting Technical Support ......................................................... 7-2
Contacting Technical Support ...................................................................... 7-2
Resolve Issues Faster ................................................................................. 7-3
TrendLabs ........................................................................................................ 7-3
Other Useful Resources ................................................................................. 7-3

Appendix A: System Checklists

Server Address Checklist .............................................................................. A-2
Ports Checklist ................................................................................................ A-3
Control Manager 2.x Agent installation Checklist .................................... A-4
Control Manager Conventions .................................................................... A-5
Core Process and Configuration Files ........................................................ A-6
Communication and Listening Ports .......................................................... A-9
Control Manager Product Version Comparison ..................................... A-10

Index

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viii
 Preface

Preface
This Installation Guide introduces Trend Micro™ Control Manager™ 5.5, and guides you
through planning the installation and installing Control Manager.
This preface contains the following topics:
• What’s New in This Version on page x
• Control Manager Documentation on page xii
• Document Conventions on page xiii

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Trend Micro™ Control Manager™ Installation Guide

What’s New in This Version

Trend Micro Control Manager 5.5 represents a significant advance in monitoring and
management software for antivirus and content security products. Architectural
improvements in this new version make Control Manager more flexible and scalable
than ever before.

Control Manager 5.5 Features and Enhancements

The following new features and enhancements are available in version 5.5.

Threat Intelligence-Oriented Dashboard

The Summary screen has been replaced with an Adobe™ Flash™-based, customizable
dashboard that supports Trend Micro widgets. Trend Micro widgets provide
administrators with at-a-glance information. For detailed information the administrator
can click the content in the widget. Retrieving the detailed widget content leverages the
Control Manager Ad Hoc Query feature.
The widget framework integration for Control Manager supports the following widget
types.

TABLE PREFACE-1. Control Manager Widget Types

W IDGET TYPE D ESCRIPTION

Summary • Threat Detection Results (Virus/Spyware/Web

Security/Content Security/Network Virus)
• Policy Violation Detections
• Product Component Status

Smart Protection • Smart Protection Network Connections

Network • Smart Protection Network Threat Statistics
• Web Reputation Top Threat Sources
• Web Reputation Top Threatened Users
• Email Reputation Threat Map
• File Reputation Threat Map
• File Reputation Top Threat Detections

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 Preface

TABLE PREFACE-1. Control Manager Widget Types (Continued)

W IDGET TYPE D ESCRIPTION

Enterprise Secu- • Control Manager Top Threats

rity Metrics • Control Manager Threat Statistics
• Product Application Compliance
• Product Connection Status
• OfficeScan Endpoint Connection Status

OfficeScan Integration Enhancements

Control Manager enhances integration with OfficeScan by providing consummate data
synchronization between OfficeScan and Control Manager. Control Manager also
supports OfficeScan 10.5 integration with the inclusion of Plug-in Manager Plug-in
Programs component updates.

Note: The OfficeScan web console displays all available Plug-in Programs. You can specify
to download any of them from Control Manager. However, Control Manager may not
have the downloaded the Plug-in Program. Which means that OfficeScan cannot
download the specified Plug-in Program from Control Manager.

Before specifing a Plug-in Program for download, from Control Manager to

OfficeScan, verify that Control Manager has already downloaded the Plug-in Program.

Improved Scalability
Control Manager 5.5 has significantly improved log processing speeds, compared to
Control Manager 5.0. With the improved log processing speeds, Control Manager can
support significantly more managed products (and endpoints registered to managed
products).

Other Enhancements
Control Manager also provides the following enhancements:
• Web console now renders faster
• Web console has been rebranded

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Trend Micro™ Control Manager™ Installation Guide

Control Manager Documentation

This documentation assumes a basic knowledge of security systems. There are
references to previous versions of Control Manager to help system administrators and
personnel who are familiar with earlier versions of the product. If you have not used
earlier versions of Control Manager, the references may help reinforce your
understanding of the Control Manager concepts.

TABLE PREFACE-2. Control Manager Documentation

D OCUMENT D ESCRIPTION

Online Help Web-based documentation that is accessible from the

Control Manager web console.
The online help contains explanations of Control Manager
components and features, as well as procedures needed
to configure Control Manager.
Knowledge Base The Knowledge Base is an online database of prob-
lem-solving and troubleshooting information. It provides
the latest information about known product issues. To
access the Knowledge Base, go to the following website:

http://esupport.trendmicro.com/enterprise/default.as
px
Readme file The Readme file contains late-breaking product informa-
tion that is not found in the online or printed documenta-
tion. Topics include a description of new features, known
issues, and product release history.
Installation Guide PDF documentation is accessible from the Trend Micro
Enterprise DVD or downloadable from the Trend Micro
website.
The Installation Guide contains detailed instructions of
how to install Control Manager and configure basic set-
tings to get you "up and running".

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 Preface

TABLE PREFACE-2. Control Manager Documentation (Continued)

D OCUMENT D ESCRIPTION

Administrator’s PDF documentation that is accessible from the Trend

Guide Micro Solutions DVD for Control Manager or download-
able from the Trend Micro website.
The Administrator’s Guide contains detailed instructions
of how to deploy, install, configure, and manage Control
Manager and managed products, and explanations on
Control Manager concepts and features.
Tutorial PDF documentation that is accessible from the Trend
Micro Solutions DVD for Control Manager or download-
able from the Trend Micro website.
The Tutorial contains hands-on instructions of how to
deploy, install, configure, and manage Control Manager
and managed products registered to Control Manager.

Document Conventions
To help you locate and interpret information easily, the Control Manager documentation
uses the following conventions.

TABLE PREFACE-3. Control Manager Documentation Conventions

CONVENTION DESCRIPTION

ALL CAPITALS Acronyms, abbreviations, and names of certain

commands and keys on the keyboard
Bold Menus and menu commands, command buttons,
tabs, and options
Examples, sample command lines, program
Monospace
code, and program output
Provides configuration notes or recommenda-
Note: tions

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Trend Micro™ Control Manager™ Installation Guide

TABLE PREFACE-3. Control Manager Documentation Conventions

CONVENTION DESCRIPTION

Provides best practice information and Trend

Tip: Micro recommendations

Provides warnings about processes that may

WARNING! harm your network

xiv
 Chapter 1

Introducing Trend Micro™ Control

Manager™
Trend Micro Control Manager is a central management console that manages Trend
Micro products and services at the gateway, mail server, file server, and corporate
desktop levels. The Control Manager web-based management console provides a single
monitoring point for antivirus and content security products and services throughout
the network.
Control Manager enables system administrators to monitor and report on activities such
as infections, security violations, or virus/malware entry points. System administrators
can download and deploy update components throughout the network, helping ensure
that protection is consistent and up to date. Example update components include virus
pattern files, scan engines, and anti-spam rules. Control Manager allows both manual
and prescheduled updates. Control Manager allows the configuration and administration
of products as groups or as individuals for added flexibility.
This chapter contains the following topics:
• Control Manager Standard and Advanced on page 1-2
• How to Use Control Manager on page 1-3
• Understanding Trend Micro Management Communication Protocol on page 1-5
• Control Manager Architecture on page 1-8

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Trend Micro™ Control Manager™ Installation Guide

Control Manager Standard and Advanced

Control Manager is available in two versions; Standard and Advanced. Control Manager
Advanced includes features that Control Manager Standard does not. For example,
Control Manager Advanced supports a cascading management structure. This means
the Control Manager network can be managed by a parent Control Manager Advanced
server with several child Control Manager Advanced servers reporting to the parent
Control Manager Advanced server. The parent server acts as a hub for the entire
network.

Note: Control Manager 5.5 Advanced supports the following as child Control Manager
servers:

- Control Manager 5.5 Advanced

- Control Manager 5.0 Advanced
- Control Manager 3.5 Standard or Enterprise Edition

Control Manager 5.0/5.5 Standard servers cannot be child servers.

For a complete list of all features Standard and Advanced Control Manager servers
support see Control Manager Product Version Comparison on page A-10.

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 Introducing Trend Micro™ Control Manager™

How to Use Control Manager

Trend Micro designed Control Manager to manage antivirus and content security
products and services deployed across an organization’s local and wide area networks.

TABLE 1-1. Control Manager Features

F EATURE D ESCRIPTION

Centralized configura- Using the Product Directory and cascading manage-

tion ment structure, these functions allow you to coordi-
nate virus-response and content security efforts from
a single management console
These features help ensure consistent enforcement
of your organization's virus/malware and content
security policies.
Proactive outbreak pre- With Outbreak Prevention Services (OPS), take pro-
vention active steps to secure your network against an
emerging virus/malware outbreak
Secure communication Control Manager uses a communications infrastruc-
infrastructure ture built on the Secure Socket Layer (SSL) protocol.
Depending on the security settings used, Control
Manager can encrypt messages or encrypt them with
authentication.
Secure configuration These features allow you to configure secure web
and component down- console access and component download
load
Task delegation System administrators can give personalized
accounts with customized privileges to Control Man-
ager web console users.
User accounts define what the user can see and do
on a Control Manager network. Track account usage
through user logs.

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Trend Micro™ Control Manager™ Installation Guide

TABLE 1-1. Control Manager Features

F EATURE D ESCRIPTION

Command Tracking This feature allows you to monitor all commands exe-
cuted using the Control Manager web console.
Command Tracking is useful for determining whether
Control Manager has successfully performed
long-duration commands, like virus pattern update
and deployment.
On-demand product Control managed products in real time.
control Control Manager immediately sends configuration
modifications made on the web console to the man-
aged products. System administrators can run man-
ual scans from the web console. This command
system is indispensable during a virus/malware out-
break.
Centralized update Update virus patterns, antispam rules, scan engines,
control and other antivirus or content security components to
help ensure that all managed products are up to
date.
Centralized reporting Get an overview of the antivirus and content security
product performance using comprehensive logs and
reports.
Control Manager collects logs from all its managed
products; you no longer need to check the logs of
each individual product.

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 Introducing Trend Micro™ Control Manager™

Understanding Trend Micro Management

Communication Protocol
Trend Micro Management Communication Protocol (MCP) agent is the next generation
agent for Trend Micro managed products. MCP replaces Trend Micro Management
Infrastructure (TMI) as the way Control Manager communicates with managed
products. MCP has several features:
• Reduced network loading and package size
• NAT and firewall traversal support
• HTTPS support
• One-way and two-way communication support
• Single sign-on (SSO) support

Reduced Network Loading and Package Size

TMI uses an application protocol based on XML. Even though XML provides a degree
of extensibility and flexibility in the protocol design, the drawbacks of applying XML as
the data format standard for the communication protocol consist of the following:
XML parsing requires more system resources compared to other data formats such as
CGI name-value pair and binary structure (the program leaves a large footprint on your
server or device).
The agent footprint required to transfer information is much larger in XML compared
with other data formats.
Data processing performance is slower due to the larger data footprint.
Packet transmissions take longer and the transmission rate is less than other data
formats.
MCP's data format is designed to resolve these issues. MCP's data format is a BLOB
(binary) stream with each item composed of name ID, type, length, and value. This
BLOB format has the following advantages:
• Smaller data transfer size compared to XML: Each data type requires only a
limited number of bytes to store the information. These data types are integer,
unsigned integer, Boolean, and floating point.

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Trend Micro™ Control Manager™ Installation Guide

• Faster parsing speed: With a fixed binary format, each data item can be easily
parsed one by one. Compared to XML, the performance is several times faster.
• Improved design flexibility: Design flexibility has also been considered since each
item is composed of name ID, type, length, and value. There will be no strict item
order and compliment items can be present in the communication protocol only if
needed.
In addition to applying binary stream format for data transmission, more than one type
of data can be packed in a connection, with or without compression. With this type of
data transfer strategy, network bandwidth can be preserved and improved scalability is
also created.

NAT and Firewall Traversal Support

With limited addressable IP addresses on the IPv4 network, NAT (Network Address
Translation) devices have become widely used to allow more end-point computers to
connect to the Internet. NAT devices achieve this by forming a private virtual network
to the computers attached to the NAT device. Each computer that connects to the NAT
device will have one dedicated private virtual IP address. The NAT device will translate
this private IP address into a real world IP address before sending a request to the
Internet. This introduces some problems since each connecting computer uses a virtual
IP and many network applications are not aware of this behavior. This usually results in
unexpected program malfunctions and network connectivity issues.
For products that work with Control Manager 2.5/3.0 agents, one pre-condition is
assumed. The server relies on the fact that the agent can be reached by initiating a
connection from server to the agent. This is a so-called two-way communication
product, since both sides can initiate network connection with each other. This
assumption breaks when the agent sits behinds a NAT device (or the Control Manager
server sits behind a NAT device) since the connection can only route to the NAT
device, not the product behind the NAT device (or the Control Manager server sitting
behind a NAT device). One common work-around is that a specific mapping
relationship is established on the NAT device to direct it to automatically route the
in-bound request to the respective agent. However, this solution needs user involvement
and it does not work well when large-scale product deployment is needed.
The MCP deals with this issue by introducing a one-way communication model. With
one-way communication, only the agent initiates the network connection to the server.
The server cannot initiate connection to the agent. This one-way communication works

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 Introducing Trend Micro™ Control Manager™

well for log data transfers. However, the server dispatching of commands occurs under a
passive mode. That is, the command deployment relies on the agent to poll the server
for available commands.

HTTPS Support
The MCP integration protocol applies the industry standard communication protocol
(HTTP/HTTPS). HTTP/HTTPS has several advantages over TMI:
• A large majority of people in IT are familiar with HTTP/HTTPS, which makes it
easier to identify communication issues and find solutions those issues
• For most enterprise environments, there is no need to open extra ports in the
firewall to allow packets to pass
• Existing security mechanisms built for HTTP/HTTPS, such as SSL/TLS and
HTTP digest authentication, can be used.
Using MCP, Control Manager has three security levels:
• Normal security: Control Manager uses HTTP for communication
• Medium security: Control Manager uses HTTPS for communication if HTTPS is
supported and HTTP if HTTPS is not supported
• High security: Control Manager uses HTTPS for communication

One-Way and Two-Way Communication Support

MCP supports one way and two-way communication.

One-Way Communication
NAT traversal has become an increasingly more significant issue in the current,
real-world network environment. In order to address this issue, MCP uses one-way
communication. One-way communication has the MCP client initiating the connection
to and polling of commands from the server. Each request is a CGI-like command
query or log transmission. In order to reduce the network impact, the connection is kept
alive and open as much as possible. A subsequent request uses an existing open
connection. Even if the connection is dropped, all connections involving SSL to the
same host benefit from session ID cache that drastically reduces reconnection time.

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Two-Way Communication
Two-way communication is an alternative to one-way communication. It is still based on
one-way communication, but has an extra channel to receive server notifications. This
extra channel is also based on HTTP protocol. Two-way communication can improve
real-time dispatching and processing of commands from the server by the MCP agent.
The MCP agent side needs a Web server or CGI compatible program that can process
CGI-like requests to receive notifications from Control Manager server.

Single Sign-on (SSO) Support

Through MCP, Control Manager supports single sign-on (SSO) functionality for Trend
Micro products. This feature allows users to sign in to Control Manager and access the
resources of other Trend Micro products without having to sign in to those products as
well.

Control Manager Architecture

Trend Micro Control Manager provides a means to control Trend Micro products and
services from a central location. This application simplifies the administration of a
corporate virus/malware and content security policy. Refer to Table 1-2 on page 1-9 for a
list of components Control Manager uses.

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 Introducing Trend Micro™ Control Manager™

TABLE 1-2. Control Manager Components

C OMPONENT D ESCRIPTION

Control Manager server Acts as a repository for all data collected from the
agents. It can be a Standard or Advanced Edition
server. A Control Manager server includes the fol-
lowing features:
• An SQL database that stores managed product
configurations and logs
Control Manager uses the Microsoft SQL Server
database ( db_ControlManager.mdf ) to
store data included in logs, Communicator
schedule, managed product and child server
information, user account, network environment,
and notification settings.
• A web server that hosts the Control Manager
web console
• A mail server that delivers event notifications
through email messages
Control Manager can send notifications to indi-
viduals or groups of recipients about events that
occur on the Control Manager network. Config-
ure Event Center to send notifications through
email messages, Windows event log, MSN Mes-
senger, SNMP, Syslog, pager, or any
in-house/industry standard application used by
your organization to send notification.
• A report server, present only in the Advanced
Edition, that generates antivirus and content
security product reports
A Control Manager report is an online collection
of figures about security threat and content
security events that occur on the Control Man-
ager network.

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TABLE 1-2. Control Manager Components (Continued)

C OMPONENT D ESCRIPTION

Trend Micro Manage- MCP handles the Control Manager server interac-
ment Communication tion with managed products that support the next
Protocol generation agent.
MCP is the new backbone for the Control Manager
system.
MCP agents install with managed products and use
one/two way communication to communicate with
Control Manager. MCP agents poll Control Manager
for instructions and updates.
Trend Micro Manage- Handles the Control Manager server interaction
ment Infrastructure with older managed products
The Communicator, or the Message Routing Frame-
work, is the communication backbone of the older
Control Manager system. It is a component of the
Trend Micro Management Infrastructure (TMI).
Communicators handle all communication between
the Control Manager server and older managed
products. They interact with Control Manager 2.x
agents to communicate with older managed prod-
ucts.
Control Manager 2.x Receives commands from the Control Manager
Agents server and sends status information and logs to the
Control Manager server
The Control Manager agent is an application
installed on a managed product server that allows
Control Manager to manage the product. Agents
interact with the managed product and Communica-
tor. An agent serves as the bridge between man-
aged product and communicator. Therefore, install
agents on the same computer as managed prod-
ucts.

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 Introducing Trend Micro™ Control Manager™

TABLE 1-2. Control Manager Components (Continued)

C OMPONENT D ESCRIPTION

Web-based manage- Allows an administrator to manage Control Manager

ment console from virtually any computer with an Internet connec-
tion and Windows™ Internet Explorer™
The Control Manager management console is a
web-based console published on the Internet
through the Microsoft Internet Information Server
(IIS) and hosted by the Control Manager server. It
lets you administer the Control Manager network
from any computer using a compatible web browser.
Widget Framework Allows administrator to create a customized dash-
board to monitor Control Manager network.

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Trend Micro™ Control Manager™ Installation Guide

Trend Micro™ Smart Protection Network™

The Trend Micro™ Smart Protection Network™ is a next-generation cloud-client
content security infrastructure designed to protect customers from web threats. It
powers both on-premise and hosted solutions to protect users whether they are on the
network, at home, or on the go, using light-weight clients to access its unique
in-the-cloud correlation of email, web, and file reputation technologies, as well as threat
databases. Customers’ protection is automatically updated and strengthened as more
products, services and users access the network, creating a real-time neighborhood
watch protection service for its users.

Email Reputation
Trend Micro email reputation technology validates IP addresses by checking them
against a reputation database of known spam sources and by using a dynamic service
that can assess email sender reputation in real time. Reputation ratings are refined
through continuous analysis of the IP addresses' “behavior,” scope of activity and prior
history. Malicious emails are blocked in the cloud based on the sender's IP address,
preventing threats such as zombies or botnets from reaching the network or the user's
PC.

File Reputation
Trend Micro file reputation technology checks the reputation of each file against an
extensive in-the-cloud database before permitting user access. Since the malware
information is stored in the cloud, it is available instantly to all users. High performance
content delivery networks and local caching servers ensure minimum latency during the
checking process. The cloud-client architecture offers more immediate protection and
eliminates the burden of pattern deployment besides significantly reducing the overall
client footprint.

Web Reputation
With one of the largest domain-reputation databases in the world, Trend Micro Web
reputation technology tracks the credibility of web domains by assigning a reputation
score based on factors such as a website's age, historical location changes and
indications of suspicious activities discovered through malware behavior analysis. Web

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 Introducing Trend Micro™ Control Manager™

reputation then continues to scan sites and block users from accessing infected ones. To
increase accuracy and reduce false positives, Trend Micro Web reputation technology
assigns reputation scores to specific pages or links within sites instead of classifying or
blocking entire sites, since often, only portions of legitimate sites are hacked and
reputations can change dynamically over time.

Smart Feedback
Trend Micro Smart Feedback provides continuous communication between Trend
Micro products and the company's 24/7 threat research centers and technologies. Each
new threat identified through a single customer's routine reputation check automatically
updates all Trend Micro threat databases, blocking any subsequent customer encounters
of a given threat. By continuously processing the threat intelligence gathered through its
extensive global network of customers and partners, Trend Micro delivers automatic,
real-time protection against the latest threats and provides “better together” security,
much like an automated neighborhood watch that involves the community in protection
of others. Because the threat information gathered is based on the reputation of the
communication source, not on the content of the specific communication, the privacy
of a customer's personal or business information is always protected.

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Trend Micro™ Control Manager™ Installation Guide

1-14
 Chapter 2

Planning and Implementing the

Control Manager Deployment
Administrators must take several factors into consideration before deploying Control
Manager to their network. This chapter helps you plan for deployment and manage a
Control Manager test deployment.
This chapter contains the following topics:
• Identifying Deployment Architecture and Strategy on page 2-2
• Understanding Single-Site Deployment on page 2-3
• Understanding Multiple-Site Deployment on page 2-5
• Installation Flow on page 2-9
• Testing Control Manager at One Location on page 2-10
• Server Distribution Plan on page 2-11
• Network Traffic Plan on page 2-13
• Sources of Network Traffic on page 2-15
• Deploying Updates on page 2-18
• Data Storage Plan on page 2-19
• Web Server Plan on page 2-20

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Trend Micro™ Control Manager™ Installation Guide

Identifying Deployment Architecture and

Strategy
Deployment is the process of strategically distributing Control Manager servers in your
network environment to facilitate and provide optimal management of antivirus and
content security products.
Deploying enterprise-wide, client-server software like Control Manager to a network
requires careful planning and assessment.
For ease of planning, Trend Micro recommends two deployment architectures:
• Single-site deployment: Refers to distributing and managing child servers and
managed products from a single Control Manager located in a central office. If your
organization has several offices but has fast and reliable local and wide area network
connections between sites, single-site deployment still applies to your environment.
• Multiple-site deployment: Refers to distributing and managing Control Manager
servers in an organization that has main offices in different geographical locations.

Tip: If you are using Control Manager for the first time, Trend Micro recommends the use of
a Control Manager Advanced parent server to handle single-site and multiple-site
deployments.

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 Planning and Implementing the Control Manager Deployment

Understanding Single-Site Deployment

Single-site deployment refers to distributing and managing child servers and managed
products from a single Control Manager located in a central office.

FIGURE 2-1. A single-server deployment using Control Manager

Advanced parent server and mixed child servers

Before deploying Control Manager to a single site, complete the following tasks:
1. Determine the number of managed products and cascading structures
2. Plan for the optimal ratio of server-managed products to cascading structures
3. Designate the Control Manager Standard server or Control Manager Advanced
server

Note: Control Manager 5.5 Advanced supports the following as child Control Manager
servers:

- Control Manager 5.5 Advanced

- Control Manager 5.0 Advanced
- Control Manager 3.5 Standard or Enterprise Edition

Control Manager 5.0/5.5 Standard servers cannot be child servers.

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Trend Micro™ Control Manager™ Installation Guide

Determining the Number of Managed Products and Cascading

Structures
Determine how many managed products and cascading structures you plan to manage
with Control Manager. You will need this information to decide what kind and how
many Control Manager servers you need to deploy, as well as where to put these servers
on your network to optimize communication and management.

Planning for the Optimal Ratio of Server-Managed Products to

Cascading Structures
The most critical factor in determining how many managed products or cascading
structures a single Control Manager server can manage on a local network is the
agent-server communication or parent and child server communication.
Use the recommended system requirements as a guide in determining the CPU and
RAM requirements for your Control Manager network.

Designating Control Manager Servers

Based on the number of managed products and cascading structure requirements,
decide and designate your Control Manager server. Decide whether to designate an
Advanced or Standard server.
Locate your Windows servers, and then select the ones to assign as Control Manager
servers. You also need to determine if you need to install a dedicated server.
When selecting a server that will host Control Manager, consider the following:
• The CPU load
• Other functions the server performs
If you are installing Control Manager on a server that has other uses (for example,
application server), Trend Micro recommends that you install on a server that is not
running mission-critical or resource-intensive applications.

Tip: Both OfficeScan and Control Manager use IIS to communicate with clients and
managed products/child servers, respectively. There is no conflict between these two
applications, but since both of them are using IIS resources, Trend Micro recommends
installing Control Manager on another computer to reduce the performance stress on
the server.

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 Planning and Implementing the Control Manager Deployment

Depending on your network topology, you may need to perform additional site-specific
tasks.

Understanding Multiple-Site Deployment

As with single-site deployment, collect relevant network information and identify how
this information relates to deploying Control Manager to your multiple sites.
Given the uniqueness of each network, exercise judgment as to how many Control
Manager servers would be optimal.
Deploy Control Manager servers in a number of different locations, including the
demilitarized zone (DMZ) or the private network. Position the Control Manager server
in the DMZ on the public network to administer managed product or child servers and
access the Control Manager web console using Internet Explorer over the Internet.

FIGURE 2-2. A multi-site deployment using multiple Control Manager

Advanced parent servers and mixed child servers

Consider the following for multi-site deployment:

• Group managed products or child servers
• Determine the number of sites
• Determine the number of managed products and child servers

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Trend Micro™ Control Manager™ Installation Guide

• Plan for network traffic

• Plan for the optimal ratio of server-managed products to cascading structures
• Decide where to install the Control Manager server

Grouping Managed Products or Child Servers

Consider the following when you group managed products and child servers:

TABLE 2-1. Considerations Grouping Managed Products or Child Servers

C ONSIDERATION D ESCRIPTION

Company network and If different access and sharing rights apply to the
security policies company network, group managed products and
child servers according to company network and
security policies.
Organization and function Group managed products and child servers
according to the company's organizational and
functional division. For example, have two Control
Manager servers that manage the production and
testing groups.
Geographical location Use geographical location as a grouping criterion if
the location of the managed products and child
servers affects the communication between the
Control Manager server and its managed products
or child servers.
Administrative responsi- Group managed products and child servers
bility according to system or security personnel
assigned to them. This allows group configuration.

Determining the Number of Sites

Determine how many sites your Control Manager deployment will cover. You need this
information to determine the number of servers to install, as well as where to install the
servers.
Gather this information from your organization’s WAN or LAN topology charts.

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 Planning and Implementing the Control Manager Deployment

Determining the Number of Managed Products and Child Servers

You also need to know the total number of managed products and child servers Control
Manager server will manage. Trend Micro recommends gathering managed product and
child server population data per site. If you cannot get this information, even rough
estimates will be helpful. You will need this information to determine how many servers
to install.

Planning for Network Traffic

Control Manager generates network traffic when the server and managed
products/child servers communicate. Plan the Control Manager network traffic to
minimize the impact on an organization's network.
These are the sources of Control Manager-related network traffic:
• Heartbeat
• Logs
• Communicator schedule
• Managed product registration to Control Manager server
Control Manager servers, by default, contain all the product profiles available during
the Control Manager release. However, if you register a new version of a product to
Control Manager, a version that does not correspond to any existing product
profiles, the new product will upload its profile to the Control Manager server.
For brand-new Trend Micro products that have not had a product profile, Trend
Micro delivers updates to enable Control Manager to identify these products.
• Child server registration to Control Manager parent server
• Downloading and deploying updates

Planning for the Optimal Ratio of Server-Managed Products to

Cascading Structure
When deploying Control Manager across the WAN, the Control Manager server in the
main office administers child servers and managed products in the remote office. If you
will have managed products or child servers in the remote office reporting to the server
in the main office over the WAN, you need to consider the diversity of the network
bandwidth in your WAN environment. Having different network bandwidth in your
WAN environment can be beneficial to Control Manager. If you have managed products

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Trend Micro™ Control Manager™ Installation Guide

or child servers both on the LAN and across the WAN reporting to the same server,
reporting is staggered naturally; the server prioritizes those with the faster connection,
which, in almost all cases, are the managed products or child servers on the LAN.
Use the recommended system requirements as a guide in determining the CPU and
RAM requirements for your Control Manager network.

Designating Control Manager Servers

Based on the number of managed products and cascading structure requirements,
decide and designate your Control Manager server.
Locate your Windows servers, and then select the ones to assign as Control Manager
servers. You also need to determine if you need to install a dedicated server.
When selecting a server that will host Control Manager, consider the following:
• The CPU load
• Other functions the server performs
If you are installing Control Manager on a server that has other uses (for example,
application server), Trend Micro recommends installing on a server that does not run
mission-critical or resource-intensive applications.

Tip: Both OfficeScan and Control Manager use IIS to communicate with clients and
managed products/child servers, respectively. There is no conflict between these two
applications, but since both of them are using IIS resources, Trend Micro recommends
installing Control Manager on another computer to reduce the performance stress on
the server.

Deciding Where to Install the Control Manager Server

Once you know the number of clients and the number of servers you need to install,
find out where to install your Control Manager servers. Decide if you need to install all
your servers in the central office or if you need to install some of them in remote offices.
Place the servers strategically in certain segments of your environment to speed up
communication and optimize managed product and child server management:

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 Planning and Implementing the Control Manager Deployment

• Central office: A central office is the facility where the majority of the managed
products and child servers in the organization are located. The central office is
sometimes referred to as headquarters, corporate office, or corporate headquarters. A central
office can have other smaller offices or branches (referred to as "remote offices" in
this guide) in other locations.

Tip: Trend Micro recommends installing a parent server in the central office.

• Remote office: A remote office is defined as any small professional office that is
part of a larger organization and has a WAN connection to the central office. If you
have managed products and child servers in a remote office that report to the server
in the central office, they may encounter difficulties connecting to the server.
Bandwidth limitations may prevent proper communication to and from the Control
Manager server.
The network bandwidth between your central office and remote office may be
sufficient for routine client-server communication, such as notifications for updated
configuration settings and status reporting, but insufficient for deployment and
other tasks.

Installation Flow
Setting up your Control Manager system is a multi-step process that involves the
following:

Step 1. Planning the Control Manager system installation (server

distribution, network traffic, data storage, and web server
considerations).

Step 2. Installing the Control Manager server.

Note: During installation of the Control Manager server, provide a location for backup and
restoration files.

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Trend Micro™ Control Manager™ Installation Guide

Testing Control Manager at One Location

A pilot deployment provides an opportunity for feedback to determine how features
work and the level of support likely needed after full deployment.

Tip: Trend Micro recommends conducting a pilot deployment before performing a full-scale
deployment.

Piloting Control Manager at one location allows you to accomplish the following:
• Gain familiarity with Control Manager and managed products
• Develop or refine the company's network policies
A pilot deployment is useful to determine which configurations need improvements. It
gives the IT department or installation team a chance to rehearse and refine the
deployment process and to verify that your deployment plan meets your organization’s
business requirements.
A Control Manager test deployment consists of the following tasks:

Preparing for the Test Deployment

Complete the following activities during the preparation stage:

Step 1. Decide the Control Manager server and agent configuration for
the test environment.
• Establish TCP/IP connectivity among all systems in a trial configuration.
• Verify bidirectional TCP/IP communications by sending a ping command
to each agent system from the manager system and vice versa.

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 Planning and Implementing the Control Manager Deployment

Step 2. Evaluate the different deployment methods to see which ones

are suitable for your particular environment.

Step 3. Complete a System Checklist used for the pilot deployment.

Selecting a Test Site

Select a pilot site that best matches your production environment. Try to simulate, as
closely as possible, the type of topology that would serve as an adequate representation
of your production environment.

Creating a Rollback Plan

Create a disaster recovery or rollback plan (for example, how to roll back to Control
Manager 5.0/3.5) in case there are some difficulties with the installation or upgrade.
This process should take into account local corporate policies, as well as IT resources.

Beginning the Test Deployment

After completing the preparation steps and System Checklist, begin the pilot
deployment by installing Control Manager server and agents.

Evaluating the Test Deployment

Create a list of successes and failures encountered throughout the pilot process. Identify
potential pitfalls and plan accordingly for a successful deployment.
You can implement the pilot evaluation plan into the overall production installation and
deployment plan.

Server Distribution Plan

Understanding Administration Models

Early in the Control Manager deployment, determine exactly how many people you
want to grant access to your Control Manager server. The number of users depends on
how centralized you want your management to be. The guiding principle being: the
degree of centralization is inversely proportional to the number of users.
Follow one of these administration models:

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Trend Micro™ Control Manager™ Installation Guide

• Centralized management: This model gives Control Manager access to as few

people as possible. A highly centralized network would have only one administrator,
who then manages all the antivirus and content security servers on the network.
Centralized management offers the tightest control over your network antivirus and
content security policy. However, as network complexity increases, the
administrative burden may become too much for one administrator.
• Decentralized management: This is appropriate for large networks where system
administrators have clearly defined and established areas of responsibility. For
example, the mail server administrator may also be responsible for email protection;
regional offices may be independently responsible for their local areas.
A main Control Manager administrator would still be necessary, but he or she shares
the responsibility for overseeing the network with other product or regional
administrators.
Grant Control Manager access to each administrator, but limit access rights to view
and/or configure segments of the Control Manager network that are under their
responsibility.
With one of these administration models initialized, you can then configure the Product
Directory and necessary user accounts to manage your Control Manager network.

Understanding Control Manager Server Distribution

Control Manager can manage products regardless of physical location, and so it is
possible to manage all your antivirus and content security products using a single
Control Manager server.
However, there are advantages to dividing control of your Control Manager network
among different servers (including parent and child servers for Advanced Edition users).
Based on the uniqueness of your network, you can decide the optimum number of
Control Manager servers.

Single-Server Topology
The single-server topology is suitable for small to medium, single-site enterprises. This
topology facilitates administration by a single administrator, but does not preclude the
creation of additional administrator accounts as required by your Administration plan.

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 Planning and Implementing the Control Manager Deployment

However, this arrangement concentrates the burden of network traffic (agent polling,
data transfer, update deployment, and so on) on a single server, and the LAN that hosts
it. As your network grows, the impact on performance also increases.

Multiple-Server Topology
For larger enterprises with multiple sites, it may be necessary to set up regional Control
Manager servers to divide the network load.
For information on the traffic that a Control Manager network generates, see
Understanding Control Manager Network Traffic on page 2-13.

Network Traffic Plan

To develop a plan to minimize the impact of Control Manager on your network, it is
important to understand the network traffic generated by Control Manager.
The following section helps you understand the traffic that your Control Manager
network generates and develop a plan to minimize its impact on your network. In
addition, the section about traffic frequency describes which sources frequently generate
traffic on a Control Manager network.

Understanding Control Manager Network Traffic

To develop a plan to minimize the impact of Control Manager on your network, it is
important to understand the network traffic generated by Control Manager.

Sources of Network Traffic

The following Control Manager sources generate network traffic:
• Log traffic
• Trend Micro Management Infrastructure and MCP policies
• Product registration
• Downloading and deploying updates

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Trend Micro™ Control Manager™ Installation Guide

Traffic Frequency
The following sources frequently generate traffic on a Control Manager network:
• Logs generated by managed products
• MCP polling and commands
• Trend Micro Management Infrastructure policies

Logs
Managed products send logs to Control Manager at different intervals, depending on
their individual log settings.

Managed Product Agent Heartbeat

By default, managed product agents send heartbeat messages every 60 minutes.
Administrators can adjust this value from 5 to 480 minutes (8 hours). When choosing a
heartbeat setting, choose a balance between the need to display the latest Communicator
status information and the need to manage system resources.
The default setting will be satisfactory for most situations, however should you feel the
need to customize these settings, consider the following:
• Long-Interval Heartbeats (above 60 minutes): the longer the interval between
heartbeats, the greater the number of events that may occur before the Control
Manager console displays the interval
For example, if a connection problem with an agent is resolved between heartbeats,
it then becomes possible to communicate with an agent even if its status appears as
Inactive or Abnormal.
• Short-Interval Heartbeats (below 60 minutes): short intervals between
heartbeats present a more up-to-date picture of your network status at the Control
Manager server. However, short-interval heartbeats increase the amount of network
bandwidth used.

Note: Before adjusting the interval to a number below 15 minutes, study your existing
network traffic to understand the impact of increased use of network bandwidth.

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 Planning and Implementing the Control Manager Deployment

Network Protocols
Control Manager uses the UDP and TCP protocols for communication.

Sources of Network Traffic

Log Traffic
Constant sources of network traffic in a Control Manager network are "product logs",
logs that managed products regularly send to the Control Manager server.

TABLE 2-2. Control Manager Log Traffic

L OG C ONTAINS I NFORMATION A BOUT

Virus/Spyware/Grayware Detected virus/malware, spyware/grayware, and

other security threats.
Security Violations reported by content security products.
Web Security Violations reported by web security products.
Event Miscellaneous events (for example, component
updates, and generic security violations).
Status The environment of a managed product. The
Status tab of the Product Directory displays this
information.
Network Virus Viruses detected in network packets.
Performance Metric Used for previous product versions.
URL Usage Violations reported by web security products
Security Violation Violations reported by Network VirusWall prod-
ucts
Security Compliance Endpoint compliances reported by Network
VirusWall products

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Trend Micro™ Control Manager™ Installation Guide

TABLE 2-2. Control Manager Log Traffic

L OG C ONTAINS I NFORMATION A BOUT

Security Statistic The difference between security compliances

and security violations calculated and reported
by Network VirusWall products
Endpoint Violations reported by Web security products

Trend Micro Management Communication Protocol

Policies
The Trend Micro Management Communication Protocol (MCP) is the latest part of the
communications backbone of Control Manager. MCP implements the following
policies:
MCP Heartbeat: The MCP heartbeats to Control Manager ensure that Control
Manager displays the latest information and that the connection between the managed
product and the Control Manager server is functional.
MCP Command Polling: When an MCP agent initiates a command poll to Control
Manager, Control Manager notifies the agent to send managed product logs or issues a
command to the managed product. Control Manager also interprets a command poll as
a passive heartbeat verifying the connection between Control Manager and the managed
product.

Trend Micro Management Infrastructure Policies

The Trend Micro Management Infrastructure (TMI) is part of the communications
backbone of Control Manager and generates its own "housekeeping" traffic. TMI
implements two policies:
• Communicator Heartbeat: The Communicator, the message routing framework
of TMI, polls the Control Manager server at regular intervals. This ensures that the
Control Manager console displays the latest information, and that the connection
between the managed product and the Control Manager server is functional.

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 Planning and Implementing the Control Manager Deployment

• Work-Hour Policy: The work-hour policy defines when a Communicator sends

information to the Control Manager server. Use the Communication Scheduler to
define this policy; a user can set three periods of inactivity – also called "off-hour"
periods. There are two types of information, however, that do not follow the
Communicator Scheduler:
• Emergency messages
• Prohibited messages
TMI sends emergency messages to the Control Manager server – even when the
Communicator is in an off-hour period. However, TMI never sends prohibited
messages to Control Manager – even when the Communicator is active.

Product Registration Traffic

Product profiles provide Control Manager with information about how to manage a
particular product. Managed products upload profiles to the Control Manager server the
first time they register with the server.
Each product has a corresponding product profile, and in many cases, different versions
of a product have their own, version-specific profile. Profiles contain the following
information:
• Category (for example, antivirus)
• Product name
• Product version
• Menu version
• Log format
• Update component information – updates that the product supports (for example,
virus pattern files)
• Command information
By default, Control Manager servers contain all the product profiles that were available
when the managed products released. However, when a new version of a product
registers with Control Manager, the new product uploads its new product profile to the
Control Manager server.

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Trend Micro™ Control Manager™ Installation Guide

Deploying Updates

Understanding Deployment Updates

Updating a Control Manager network is a two-step process:

Step 1. Obtain the latest update components from Trend Micro.

Note: Control Manager can download components either directly from the Trend Micro
update server, or from an alternative location.

Step 2. Deploy these components to the managed products.

Control Manager deploys update components to managed products, including:
• Pattern files/Cleanup templates
• Engines (scan engines, damage cleanup engines)
• Antispam rules
• OfficeScan Plug-in Manager Plug-in Programs
• Product programs (depending on the product)

Tip: Trend Micro strongly recommends regularly updating these components to help ensure
managed products can protect your network against the latest threats. For product
program updates, refer to the specific program’s documentation.

Deploying updates to managed products is a bandwidth-intensive operation. If possible,

it is important to perform deployments when they will have the least impact on the
network.
You can stagger the deployment of component updates using Deployment Plans.
Furthermore, check that the network connection between your Control Manager server
and managed products can accommodate the updates. The connection is a factor to
consider when deciding how many Control Manager servers your network needs.

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 Planning and Implementing the Control Manager Deployment

Data Storage Plan

Control Manager data must be stored in an SQL database. When you install Control
Manager on a server that does not have its own database, the installation program
provides the option to install the Microsoft SQL Express. However, due to the
limitations of SQL Express, large networks require an SQL server.

Note: Control Manager uses SQL and Windows authentication to access the SQL server.

Database Recommendations
If you install Control Manager and its SQL server on the same computer, configure the
SQL server to use a fixed memory size equivalent to two-thirds of the total memory on
the server. For example, if the server has 3GB of RAM, set 1GB as the fixed memory
size for the SQL server.
Install the Control Manager SQL database on the Control Manager server itself, or on a
separate server (for example, a dedicated SQL server).
If Control Manager manages over 1,000 products, Trend Micro recommends using a
dedicated SQL server.

Note: For instructions on how to manage SQL resources, and other sizing
recommendations, refer to Microsoft SQL documentation.

ODBC Drivers
Control Manager uses an ODBC driver to communicate with the SQL server. For most
instances, ODBC version 3.7 is sufficient.
The Control Manager setup program can verify the ODBC driver version if the SQL
server is installed on the Control Manager computer. For remote SQL servers, verify the
driver manually to ensure that Control Manager can access the database.

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Authentication
Control Manager uses mixed-mode authentication for accessing the SQL database
rather than Windows authentication.

Web Server Plan

Web Server Configuration

The web server information screen in the Control Manager setup program presents
similar server identification options as the host ID definition screen: host name, FQDN,
or IP address. The decision considerations for the web server name are the same:
• Using the host name or FQDN facilitates Control Manager server IP address
changes, but makes the system dependent on the DNS server
• The IP address option requires a fixed IP
Use the web server address to identify the source of component updates. The
SystemConfiguration.xml file stores this information and sends it to agents as
part of a notification for these agents to obtain updates from the Control Manager
server. Update source related settings appear as follows:
Value=http://<Web server
address>:<port>/TvcsDownload/ActiveUpdate/<component>
Where:
• Port: The port that connects to the update source. You can also specify this on the
web server address screen (default port number is 80)
• TvcsDownload/ActiveUpdate: The Control Manager setup program creates this
virtual directory in the IIS-specified website
• Component: This depends on the updated component. For example, when the
virus pattern file is updated, the value added here is:
Pattern/vsapi.zip
Pattern corresponds to the \\. . . Control
Manager\WebUI\download\activeupdate\pattern folder on the Control
Manager server. Vsapi.zip is the virus pattern in compressed form.

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 Chapter 3

Installing Trend Micro Control

Manager for the First Time
This chapter guides you through installing Control Manager server. In addition to listing
the system requirements for the Control Manager server, the chapter also contains
post-installation configuration information as well as instructions on how to register and
activate your software.
This chapter contains the following topics:
• System Requirements on page 3-2
• Pre-Installation Tasks on page 3-7
• Installing a Control Manager Server on page 3-8
• Verifying Successful Installations on page 3-28
• Post-installation Configuration on page 3-30
• Registering and Activating Your Software on page 3-31

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Trend Micro™ Control Manager™ Installation Guide

System Requirements
Individual company networks are as individual as the companies themselves. Therefore,
different networks have different requirements depending on the level of complexity.
This section describes both minimum system requirements and recommended system
requirements, including general recommendations and recommendations based on the
size of networks.

Minimum System Requirements

The following table lists the minimum system requirements for a Control Manager
server.

Note: Control Manager 5.5 Advanced supports the following as child Control Manager
servers:

- Control Manager 5.5 Advanced

- Control Manager 5.0 Advanced
- Control Manager 3.5 Standard or Enterprise Edition

Control Manager 5.0/5.5 Standard servers cannot be child servers.

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 Installing Trend Micro Control Manager for the First Time

Please refer to the managed product documentation for detailed agent system
requirements.

TABLE 3-1. Control Manager Server System Requirements

C OMPONENT R EQUIREMENT

CPU Intel™ Pentium™ or compatible processor

Memory • 2GB minimum

• 4GB recommended

Hard Disk • 900MB for Control Manager Standard/Advanced

• 600MB for SQL Server 2005 Express SP3
(Optional)
• 20GB additional space for growing logs, reports,
and ActiveUpdate components

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Trend Micro™ Control Manager™ Installation Guide

TABLE 3-1. Control Manager Server System Requirements (Continued)

C OMPONENT R EQUIREMENT

Operating System • Microsoft™ Windows™ Server 2008

Standard/Enterprise/Web Edition with SP1 or later
(32-bit/64-bit)
• Microsoft Windows Server 2008
Standard/Enterprise/Web Edition R2
(32-bit/64-bit)
• Microsoft Windows 2003 Server
Standard/Enterprise/Datacenter Edition SP2
(32-bit/64-bit)
• Microsoft Windows 2003 Server
Standard/Enterprise/Datacenter Edition R2 SP2
(32-bit/64-bit)

Note: Control Manager is a 32-bit program. Control

Manager installs under WOW on 64-bit
computers (Windows 2003/2008/2008R2
Standard/Enterprise and Windows
2008/2008R2 Web Edition).

When installed on 64-bit computers, modify

IIS to use 32-bit mode.

• VMware™ ESX™ 4.x/3.x

• VMware ESXi™ 4.x/3.x
• VMware Workstation 6.0 or later
• Microsoft Server 2008 R2 Hyper-V™

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 Installing Trend Micro Control Manager for the First Time

TABLE 3-1. Control Manager Server System Requirements (Continued)

C OMPONENT R EQUIREMENT

SQL Server applica- • Microsoft™ SQL Server™ 2008 Express

tion • Microsoft SQL Server 2008 Standard/Enterprise
or later
• Microsoft SQL Server 2008 Standard/Enterprise
R2
• Microsoft SQL Server 2008 64-bit
Standard/Enterprise or later
• Microsoft SQL Server 2008 64-bit
Standard/Enterprise R2
• Microsoft SQL Server 2005 Express SP2/SP3
• Microsoft SQL Server 2005 Standard/Enterprise
SP2/SP3
• Microsoft SQL Server 2005 64-bit
Standard/Enterprise SP2/SP3

IIS Server applica- • Microsoft IIS server 7.5 (For 2008 R2 platforms)
tion • Microsoft IIS server 7.0 (For 2008 platforms)
• Microsoft IIS server 6.0 (For 2003 platforms)

Network protocol • TCP/IP

• UDP for heartbeat
• HTTP
• HTTPS

Display VGA (1024 x 768 / 256 color) or higher

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Trend Micro™ Control Manager™ Installation Guide

TABLE 3-1. Control Manager Server System Requirements (Continued)

C OMPONENT R EQUIREMENT

Others • Microsoft .NET Framework 2.0/3.0/3.5

• Visual C++ 2005 Redistribution
• FastCGI 6.1.36.1
• PHP 5.2.9
• ASP.Net
• Microsoft Message Queue

Note: Control Manager installs the above

components, if they are not installed on the
server.

However:

- Microsoft Message Queue must be installed

manually for all platforms

- On Windows Server 2008, the following

need to be installed manually:

- ASP.Net
- IIS 6 Management compatibility
components.

TABLE 3-2. Control Manager Management Console System Requirements

C OMPONENT R EQUIREMENT

Web Browser Microsoft Internet Explorer 7.0 or later

Other Adobe™ Flash™ version 8 or later

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 Installing Trend Micro Control Manager for the First Time

General Recommendations
• Do not install Control Manager on a Primary Domain Controller (PDC), a Backup
Domain Controller (BDC), or on a server with any other Trend Micro product.
Doing so can result in severe performance degradation.
• Physical memory is a system resource, meaning all applications on the server share
it. Scale the memory with the processor; do not overpopulate with memory.

TABLE 3-1. General Control Manager server recommendations

H ARDWARE /S OFTWARE R ECOMMENDED R EQUIREMENT

S PECIFICATION

Network adapter 100Mbps, 32-bit, adapter for both the Control Man-
ager server and managed product. Preferably one
designed for bus mastering, direct memory access
(DMA)

File system NT File System (NTFS) partition

Monitor VGA monitor capable of 1024 x 768 resolution,

with at least 256 colors.

Pre-Installation Tasks
If PHP already exists on the server where Control Manager will install, you must add
php_http.dll to the ...PHP/ext folder and edit the php.ini file. If the
php_http.dll file is not added and the php.ini file is not modified, Control
Manager widgets will not function properly.
To add the php_http.dll file and modify the php.ini:
1. Stop the web server.
2. Copy the php_http.dll file from the Control Manager folder
CD drive:\Control Manager\PHP to the following location:
...\PHP\ext
3. Edit the end of the PHP.ini file with the following:

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Trend Micro™ Control Manager™ Installation Guide

[PHP_HTTP]
extension=php_http.dll
4. Verify that all of the following appear at the end of the PHP.ini file:
[PHP_GMP]
extension=php_gmp.dll
[PHP_LDAP]
extension=php_ldap.dll
[PHP_MCRYPT]
extension=php_mcrypt.dll
[PHP_OPENSSL]
extension=php_openssl.dll
[PHP_PDO]
extension=php_pdo.dll
[PHP_PDO_SQLITE]
extension=php_pdo_sqlite.dll
[PHP_HTTP]
extension=php_http.dll
5. Restart the web server.
6. Install Control Manager 5.5.

Installing a Control Manager Server

After deciding on the topology to use for your network, you can begin to install your
Control Manager server. See Server Address Checklist on page A-2 to help you record
relevant information for installation.
You need the following information for the installation:
• Relevant target server address and port information
• Control Manager Registration Key

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 Installing Trend Micro Control Manager for the First Time

• Security Level to use for Server-Agent communication

The following are database-related considerations:
• Decide if you want to use an SQL server with Control Manager. If the SQL server is
located on a server other than the Control Manager server, obtain its IP address,
FQDN, or NetBIOS name. If there are multiple instances of the SQL server,
identify the one that you intend to use
• Prepare the following information about the SQL database for Control Manager:
• User name for the database
• Password

Note: Control Manager uses both Windows authentication and SQL authentication to
access the SQL server.

• Determine the number of managed products that Control Manager will handle. If
an SQL server is not detected on your server, Control Manager will install SQL
Server 2005 Express SP2, which can only handle a limited number of connections
Installing Control Manager requires performing the following steps:

Step 1. Install all required components

Step 2. Specify the installation location

Step 3. Register and activate the product and services

Step 4. Specify Control Manager security and web server settings

Step 5. Specify backup settings and configure database information

Step 6. Set up root account and configure notification settings

Tip: Trend Micro recommends upgrading to version 5.5 instead of doing a fresh installation.

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Trend Micro™ Control Manager™ Installation Guide

To install a Control Manager server:

Step 1: Install all required components

1. On the Windows taskbar, click Start > Run, and then locate the Control Manager
installation program (Setup.exe). If installing from the Trend Micro Enterprise
DVD, go to the Control Manager folder on the DVD. If you downloaded the
software from the Trend Micro website, navigate to the relevant folder on your
computer. The installation program checks your system for required components.
If the installation program does not detect the following components on the server,
dialog boxes appear prompting you to install the missing components:
• .NET Framework 2.0: This component is included in the Control Manager
installation package
• Visual C++ 2005 SP1 Redistribution Package: This component is included
in the Control Manager installation package
2. Install all missing components. The IIS confirmation dialog box appears.

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 Installing Trend Micro Control Manager for the First Time

3. Click Yes to continue the installation. The Welcome screen appears.

The installation program checks your system for existing components. Before
proceeding with the installation, close all instances of the Microsoft Management
Console. For more information about migration, see Migration Scenarios for Control
Manager 2.x Agents on page 4-14.

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Trend Micro™ Control Manager™ Installation Guide

4. Click Next. The Software License Agreement appears.

FIGURE 3-1. Click Yes to agree with the License Agreement

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 Installing Trend Micro Control Manager for the First Time

If you do not agree with the terms of the license, click No; the installation will
discontinue. Otherwise, click Yes. A summary of detected components appears.

FIGURE 3-2. Displays local system environment information

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Trend Micro™ Control Manager™ Installation Guide

Step 2: Specify the installation location

1. Click Next. The Select Destination Folder screen appears.

FIGURE 3-3. Select a destination folder

2. Specify a location for Control Manager files. The default location is C:\Program
Files\Trend Micro. To change this location, click Browse, and then specify an
alternate location.

Note: The Setup program installs files related to Control Manager communication, (the
Trend Micro Management Infrastructure and MCP) in predetermined folders in
the Program Files folder.

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 Installing Trend Micro Control Manager for the First Time

Step 3: Register and activate the product and services

1. Click Next. The Product Activation screen appears.

FIGURE 3-4. Enter the Activation Code to activate Control Manager

and services

2. Type the Activation Code for Control Manager and any other additional purchased
services (you can also activate optional services from the Control Manager
console). To use the full functionality of Control Manager 5.5 and other services
(Outbreak Prevention Services), you need to obtain Activation Codes and activate
the software or services. Included with the software is a Registration Key that you
use to register your software online on the Trend Micro Online Registration website
and obtain an Activation Code.

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Trend Micro™ Control Manager™ Installation Guide

3. Click Next. The Smart Protection Network screen appears.

FIGURE 3-5. Smart Protection Network Settings

4. Select Enable Trend Micro Smart Feedback to participate in the Smart

Protection Network program. When you choose to participate, Control Manager
sends anonymous threat information to Trend Smart Protection Network servers.
This allows proactive protection of your network. You can stop participating any
time through the Control Manager web console.

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 Installing Trend Micro Control Manager for the First Time

Step 4: Specify Control Manager security and Web server settings

1. Click Next. The Select Security Level and Host Address screen appears.

FIGURE 3-6. Select a security level

2. From the Security level list, select the security level for Control Manager
communication with agents. The options are as follows:
• High: All communication between Control Manager and managed products
use 128-bit encryption with authentication. This ensures the most secure
communication between Control Manager and managed products.
• Medium: If supported, all communication between Control Manager and
managed products use 128-bit encryption. This is the default setting when
installing Control Manager.
• Low: All communication between Control Manager and managed products use
40-bit encryption. This is the least secure communication method between
Control Manager and other products.

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Trend Micro™ Control Manager™ Installation Guide

3. Select a host address for agents to communicate with Control Manager:

Tip: Trend Micro recommends installing Control Manager using a host name.
Installing using an IP address can cause issues if the IP address of the Control
Manager server requires changing. Control Manager does not support changing
the installation IP address. Administrators have to reinstall Control Manager if
the server’s IP address must change. Install using a host name to avoid the issue.

To use a FQDN/host name:

a. Select Fully qualified domain name (FQDN) or host name.
b. Select or type an FQDN or host name in the accompanying field.
To use an IP address:
a. Select IP address.
b. Type an IP address in the accompanying field. Separate multiple entries using a
semicolon ( ; ).

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 Installing Trend Micro Control Manager for the First Time

4. Click Next. The Specify Web Server Information screen appears.

The settings on the Specify Web Server Information screen define communication
security and how the Control Manager network identifies your server.

FIGURE 3-7. Specify Web server information

5. From the Web site list, select the website to access Control Manager.
6. From the IP address list, select the IP address or FQDN/host name you want to
use for the Control Manager Management Console. This setting defines how the
Control Manager communication system identifies your Control Manager server.
The Setup program attempts to detect both the server's fully qualified domain
name (FQDN) and IP address and displays them in the appropriate field.
If your server has more than one network interface card, or if you assign your
server more than one FQDN, the names and IP addresses appear here. Choose the
most appropriate address or name by selecting the corresponding option or item in
the list.
If you use the host name or FQDN to identify your server, make sure that this
name can be resolved on the product computers; otherwise the products cannot
communicate with the Control Manager server.

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Trend Micro™ Control Manager™ Installation Guide

7. From the web access security level list, select the security level for Control Manager
communication. The options are as follows:
• High - HTTPS only: All Control Manager communication uses HTTPS
protocol. This ensures the most secure communication between Control
Manager and other products.
• Medium - HTTPS primary: If supported all Control Manager
communication uses HTTPS protocol. If HTTPS is unavailable, agents use
HTTP instead. This is the default setting when installing Control Manager.
• Low - HTTP based: All Control Manager communication uses HTTP
protocol. This is the least secure communication method between Control
Manager and other products.
8. If you selected Low - HTTP based, and if you have not specified an SSL Port
value in the IIS administration console, specify the access port for Control Manager
communication in the SSL Port field.

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 Installing Trend Micro Control Manager for the First Time

Step 5: Specify backup settings and configure database information

1. Click Next. The Choose Destination Location screen appears.

FIGURE 3-8. Choose a destination location for backup and authentication

files

2. Specify the location of the Control Manager backup and authentication files (for
more information see the Control Manager files that should be backed up on page 4-8).
Click Browse to specify an alternate location.

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Trend Micro™ Control Manager™ Installation Guide

3. Click Next. The Setup Control Manager Database screen appears.

FIGURE 3-9. Choose the Control Manager database

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 Installing Trend Micro Control Manager for the First Time

4. Select a database to use with Control Manager.

• Install Microsoft SQL Express: The Setup program automatically selects this
option if an SQL server is not installed on this computer. Do not forget to
specify a password for this database in the field provided.

Tip: Microsoft SQL Server Express is suitable only for a small number of
connections. Trend Micro recommends using an SQL server for large Control
Manager networks.

• SQL Server: The Setup program automatically selects this option if the
program detects an SQL server on the server. Provide the following
information:
• SQL Server (\Instance): This server hosts the SQL server that you want
to use for Control Manager. If an SQL server is present on your server, the
Setup program automatically selects it.
To specify an alternative server, identify it using its FQDN, IP address, or
NetBIOS name.
If more than one instance of SQL server exists on a host server (this can
be either the same server where you are installing Control Manager, or
another server), you must specify the instance. For example:
your_sql_server.com\instance
• SQL Server Authentication: Provide credentials to access the SQL
server. By default, the user name is sa.

WARNING! For security reasons, do not use an SQL database that is not password
protected.

5. Under Trend Micro Control Manager database, provide a name for the Control
Manager database. The default name is db_ControlManager.

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Trend Micro™ Control Manager™ Installation Guide

6. Click Next to create the required database. If the Setup program detects an existing
Control Manager database, you have the following options:
• Append new records to existing database: The Control Manager you install
retains the same settings, accounts, and Product Directory entities as the
previous server. In addition, Control Manager retains the root account of the
previous installation. You cannot create a new root account.

Note: When installing Control Manager 5.5, you cannot select Append new records
to existing database for previous Control Manager database versions.

• Delete existing records, and create a new database: The existing database
is deleted, and another is created using the same name.
• Create a new database with a new name: You are returned to the previous
screen to allow you to change your Control Manager database name.

Note: If you append records to the current database, you will not be able to change the
root account. The Root account screen appears.

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 Installing Trend Micro Control Manager for the First Time

Step 6: Set up root account and configure notification settings

1. Click Next. The following screen appears:

FIGURE 3-10. Enter information for the Control Manager root account

2. Provide the following required account information:

• User ID
• Full name
• Password
• Password confirmation
• Email address

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Trend Micro™ Control Manager™ Installation Guide

3. Click Next. The Specify Message Routing Path screen appears. This screen only
appears if the host server does not have TMI installed.

FIGURE 3-11. Define routes for messages or requests

4. Define the routes for incoming and outgoing messages or requests. These settings
allow you to adapt Control Manager to your company's existing security systems.
Select the appropriate route.

Note: Message routing settings are only set during installation. Proxy configurations
made here are not related to the proxy settings used for Internet
connectivity–though the same proxy settings are used by default.

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 Installing Trend Micro Control Manager for the First Time

Source of incoming messages

• Direct from registered agents: The agents can directly receive incoming
messages.
• Proxy server: Uses a proxy server when receiving messages.
• IP port forwarding: This feature configures Control Manager to work with
the IP port forwarding function of your company's firewall. Provide the firewall
server’s FQDN, IP address, or NetBIOS name, and then type the port number
that Control Manager opened for communication.
Route for outgoing messages
• Direct to registered agents: Control Manager sends outgoing messages
directly to the agents.
• Proxy server: Control Manager sends outgoing messages through a proxy
server.
5. Click Finish to complete the installation.

FIGURE 3-12. Setup complete

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Trend Micro™ Control Manager™ Installation Guide

Verifying Successful Installations

Follow the procedures below to confirm that Control Manager server has successfully
installed.

Verify a Successful Control Manager Server Installation

To confirm a successful Control Manager server installation, check the items in the
following table.

TABLE 3-3. Control Manager Installation Verification

I TEM D ESCRIPTION

Control Panel > The following programs appear in Add/Remove Pro-

Add/Remove Pro- grams:
grams dialog
• Trend Micro Command CGI
• Trend Micro Control Manager
• Trend Micro Management Infrastructure
• Crystal Report Runtime Files (optional
component)
• Microsoft Visual C++ 2005 Redistributable (latest
version)
• FastCGI
• PHP
• SQL Server 2005 Express SP3 (if installed with
Control Manager 5.5)

C:\Program Files The following folders appear under the directory:

• Trend Micro\Common\TMI
• Trend Micro\Common\CCGI
• Trend Micro\Control Manager
• PHP
(The PHP folder should be created by the Control
Manager installation)

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 Installing Trend Micro Control Manager for the First Time

TABLE 3-3. Control Manager Installation Verification (Continued)

I TEM D ESCRIPTION

Control Manager • db_ControlManager.mdf

Database files • db_ControlManager_Log.LDF

The Setup program creates the following services and processes

Control Manager • Trend Micro Control Manager

Services • Trend Micro Common CGI
• Trend Micro Management Infrastructure
• Trend Micro Network Time Protocol

CCGI processes • Jk_nt_service.exe

• Java.exe

IIS process Inetinfo.exe (Internet Information Services)

ISAPI filters • CCGIRedirect

• ReverseProxy
• TmcmRedirect

TMI processes • CM.exe (TMI-CM)

• MRF.exe (Message Routing Framework Module)
• DMServer.exe (TMI-DM full-function)

Control Manager pro- • ProcessManager.exe

cesses • LogReceiver.exe
• MsgReceiver.exe
• LogRetriever.exe
• CmdProcessor.exe
• UIProcessor.exe
• ReportServer.exe
• NTPD.exe
• DCSProcessor.exe
• CasProcessor.exe

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Trend Micro™ Control Manager™ Installation Guide

TABLE 3-3. Control Manager Installation Verification (Continued)

I TEM D ESCRIPTION

Message Queue pro- LogProcessor.exe

cess

Post-installation Configuration
After successfully installing Control Manager, Trend Micro recommends you perform
the following post-installation configuration tasks.
1. Configure user accounts and account types
2. Download the latest components
3. Set notifications

Registering and Activating Control Manager

After successfully installing Control Manager, please check the license status and
expiration date on the web console, by clicking Administration > License
Management > Control Manager. If the status is not Activated or is expired, obtain an
Activation Code and activate your software (on the web console, click Administration
> License Management > Control Manager > Specify a new Activation Code). If
you experience issues with your Activation Code, please contact technical support. For
more information, see Registering and Activating Your Software on page 3-31.

Configuring User Accounts

Create Control Manager user accounts based on your needs. Consider the following
when creating your accounts:
• The number of different user types (Administrators, Power Users, and Operators)
• Assign appropriate permissions and privileges to each kinds of user types
• For users to take advantage of the cascading management structure, they need to
have Power User rights or greater

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 Installing Trend Micro Control Manager for the First Time

Downloading the Latest Components

After installation, manually download the latest components (Pattern files\Cleanup
templates, Engine updates) from the Trend Micro ActiveUpdate server to help maintain
the highest security protection. If a proxy server exists between a Control Manager
server and the Internet, configure the proxy server settings (on the web console, click
Administration > Settings > Proxy Settings).

Setting Notifications
After installation, configure the events that will trigger notifications to monitor
significant virus/malware attacks and related security activities. Besides specifying
notification recipients, choose notification channels and test them to make sure they
work as expected (on the web console, click Administration > Event Center).

Registering and Activating Your Software

Activate the Control Manager server to keep your security and product updates current.
To activate your product, register online and obtain an Activation Code using your
Registration Key.
If you install Control Manager for the first time:
• You have purchased the full version from a Trend Micro reseller, the Registration
Key is included the product package
Register online and obtain an Activation Code to activate the product
• You install an evaluation version
Obtain a full version Registration Key from your reseller and then follow the full
version instructions to activate the product.

Activating Control Manager

Activating Control Manager allows you to use all of its features, including downloading
updated program components. You can activate Control Manager after obtaining an
Activation Code from your product package or by purchasing one through a Trend
Micro reseller.

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Trend Micro™ Control Manager™ Installation Guide

Note: After activating Control Manager, log off and then log on for changes to take effect.

To register and activate Control Manager:

Path: Administration > License Management > Control Manager
1. Navigate to the License Information screen.
2. Click the Activate the product/Specify a new Activation Code link.
3. In the New box, type your Activation Code. If you do not have an Activation Code,
click the Register online link and follow the instructions on the Online
Registration website to obtain one.
4. Click Activate, and then click OK.

Converting to the Full Version

Activate your Control Manager to continue to use it beyond the evaluation period.
Activate Control Manager to use its full functionality including downloading updated
program components.
To convert to the full version:
1. Purchase a full version Registration Key from a Trend Micro reseller.
2. Register your software online.
3. Obtain an Activation Code.
4. Activate Control Manager according to the instructions in the procedure above.

Renewing Your Product Maintenance

Renew maintenance for Control Manager or its integrated related products and services
(Outbreak Prevention Services) using one of the following methods.
To renew your product or service maintenance, first obtain an updated Registration Key.
The Registration Key allows you to acquire a new Activation Code. The procedures for
renewing your product maintenance differ depending on whether you are using an
evaluation or full version.

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 Installing Trend Micro Control Manager for the First Time

To renew product maintenance using Check Status Online:

Path: Administration > License Management > Control Manager
1. Navigate to the License Information screen.
2. On the working area under Control Manager License Information, click Check
Status Online, and then click OK.
3. Log off and then log on to the web console for changes to take effect.
To renew maintenance by manually entering an updated Activation Code:
Path: Administration > License Management > Control Manager
1. Navigate to the License Information screen.
2. On the working area under Control Manager License Information, click the
Activate the product link.
3. Click the Specify a new Activation Code link and follow the instructions on the
Online Registration website.
4. In the New box, type your Activation Code.
5. Click Activate.
6. Click OK.

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 Chapter 4

Upgrading Servers or Migrating

Agents to Control Manager 5.5
Upgrading existing Control Manager 5.0 or 3.5 servers to Control Manager 5.5 requires
careful consideration and detailed planning. Likewise, the same is true when migrating
MCP and older Control Manager agents to a Control Manager 5.5 server.
This chapter contains the following topics:
• Upgrading to Control Manager 5.5 on page 4-2
• Rolling Back to Control Manager 5.0/3.5 Servers on page 4-11
• Planning Control Manager Agent Migration on page 4-13
• Migrating the Control Manager Database on page 4-19

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Trend Micro™ Control Manager™ Installation Guide

Upgrading to Control Manager 5.5

The following table lists the considerations when upgrading to the Standard or
Advanced Edition:

TABLE 4-1. Considerations when upgrading to Control Manager 5.5

S TANDARD A DVANCED
C APABILITY E DITION E DITION

Upgrade Control Manager 3.5 servers Yes Yes

Retain the reporting functions No Yes
Upgrade a Standard Edition to Advanced Yes N/A
Edition

To upgrade from a Standard Edition to an

Advanced Edition, obtain an Advanced Edi-
tion Activation Code (AC), and then rein-
stall Control Manager (only reinstall, do not
uninstall and then reinstall). During instal-
lation, provide the new Advanced Edition
AC.
Convert an Enterprise/Advanced Edition to N/A Yes
Standard Edition

Upgrading Control Manager 5.0 or 3.5 Servers

Trend Micro recommends installing Control Manager 5.5 over the previous installations
of Control Manager. By doing so all your previous settings, logs, reports, and Product
Directory remain the same. However, before upgrading, verify that the server where
Control Manager installs has sufficient system resources.

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

Supported Versions for Upgrade

Control Manager supports upgrading from the following versions.

TABLE 4-1. Patches Required for Supported Versions for Upgrade

VERSION R EQUIRED P ATCHES

Control Manager 5.0 • Patch 5

• Patch 4
• Patch 3

Control Manager 3.5 • Patch 7

• Patch 6

WARNING! Always back up the existing server before performing the upgrade.

Upgrading and Migrating Scenarios

Control Manager supports three scenarios for upgrading and migration:
• Scenario 1: Upgrading a Control Manager 5.0/3.5 Server to Control Manager 5.5
• Scenario 2: Migrating to a Fresh Control Manager 5.5 Installation Using the Agent Migration
Tool
• Scenario 3: Upgrading or Migrating a Cascading Environment

Scenario 1: Upgrading a Control Manager 5.0/3.5 Server to

Control Manager 5.5
When upgrading Control Manager 5.0/3.5 directly to Control Manager 5.5,
administrators can choose to back up Control Manager or back up the entire operating
system of the server on which Control Manager installs. Backing up the operating
system is more labor intensive but provides better security to prevent data loss.

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Trend Micro™ Control Manager™ Installation Guide

To upgrade by backing up the previous Control Manager server and database:

1. Backup the existing Control Manager 5.0/3.5 database.
2. Backup all the files under \Trend Micro\CmKeyBackup\*.*.
3. Backup all folders of the current Control Manager 5.0/3.5 server.
4. Backup the registries of the current Control Manager 5.0/3.5 server.
5. Install Control Manager 5.5 over Control Manager 5.0/3.5.

Note: See Table 4-3 on page 4-8 for steps 2 through 4.

To upgrade by backing up the entire operating system of the server and the
Control Manager database:
1. Backup the operating system of existing Control Manager 5.0/3.5 server.
2. Backup the existing Control Manager 5.0/3.5 database.
3. Install Control Manager 5.5 over Control Manager 5.0/3.5.

Scenario 2: Migrating to a Fresh Control Manager 5.5

Installation Using the Agent Migration Tool
This scenario involves installing Control Manager 5.5 on a separate server from the
existing Control Manager server. This method allows you to slowly decommission the
previous server. See Planning Control Manager Agent Migration on page 4-13 for more
information about migrating agents.
To migrate a Control Manager 5.0/3.5 server to a fresh installation of Control
Manager 5.5:
1. Backup the existing Control Manager 5.0/3.5 database.
2. Perform a fresh installation of Control Manager 5.5 on a different computer.
3. Use the Agent Migration Tool to migrate entities from the Control Manager 5.0/3.5
server to the Control Manager 5.5 server.

Note: The Agent Migration Tool only supports migrating managed products and managed
product logs. The Agent Migration Tool does not support migrating reports or the
Product Directory structure from the previous server.

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

Scenario 3: Upgrading or Migrating a Cascading

Environment
Control Manager provides two methods for updating a cascading environment. The first
involves unregistering and then re-registering the child Control Manager servers. The
other method involves creating a file (CascadingUpgrade.ini) to placeon the child
server.

TABLE 4-2. CascadingUpgrade.ini Variables

P ARENT C ONTROL
VARIABLE M ANAGER S ETTINGS D ESCRIPTION
S CREEN

P ARENT C ONTROL M ANAGER S ERVER S ETTINGS

Host Server FQDN or IP The host name or IP

address address of the parent
Control Manager server.
Port Port The port number used to
communicate with the
proxy server.
Protocol Connect using HTTPS The protocol used to
communicate with the
parent Control Manager
server.
WebServerUser Web server authentica- The user name required
tion for the web server’s
authentication.
WebServerPassword The password required
for the web server’s
authentication.

MCP P ROXY S ETTINGS

Enable Use a proxy server to Specify 1 to indicate you

communicate with the use a proxy server.
parent Control Manager Specify a 0 if you do not
server use a proxy server.

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Trend Micro™ Control Manager™ Installation Guide

TABLE 4-2. CascadingUpgrade.ini Variables

P ARENT C ONTROL
VARIABLE M ANAGER S ETTINGS D ESCRIPTION
S CREEN

Type Proxy protocol The protocol used to

communicate with the
proxy server.
Host Server name or IP The host name or IP
address address of the proxy
server.
Port Port The port number used to
communicate with the
proxy server.
ProxyServerUser Proxy server authentica- The user name required
tion for the proxy server’s
authentication.
ProxyServerPassword The password required
for the proxy server’s
authentication.

To upgrade or migrate a cascading environment by unregistering child servers:

1. Unregister all child Control Manager servers from the parent Control Manager
server.
2. Backup the parent Control Manager server.
3. Backup all child Control Manager servers.
4. Upgrade the parent Control Manager server.
5. Upgrade all child Control Manager servers.
6. Register all child Control Manager servers to the parent Control Manager server.

To upgrade or migrate a cascading environment using CascadingUpgrade.ini:

1. Backup the parent Control Manager server.
2. Backup all child Control Manager servers.
3. Create the following file using a text editor:
CascadingUpgrade.ini

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

Use the following format for the CascadingUpgrade.ini file:

[Common]
Host=
Port=
Protocol=
WebServerUser=
WebServerPassword=

[Proxy]
Enable=
Type=
Host=
Port=
ProxyServerUser=
ProxyServerPassword=
4. Insert a CascadingUpgrade.ini file in the Control Manager folder of each child
Control Manager server.
5. Upgrade the parent Control Manager server.

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Trend Micro™ Control Manager™ Installation Guide

6. Upgrade all child Control Manager servers.

TABLE 4-3. Control Manager files that should be backed up

CONTROL
MANAGER 5.0/3.5 LOCATION
INFORMATION

Database Use the SQL Enterprise Manager or osql to back up the

Control Manager database. Refer to the Control Manager
Back up db_ControlManager using SQL Enterprise Manager
/ osql online help topics for detailed steps.
Authentication
information

(ensures that
managed prod-
ucts reporting to \Program Files\Trend Micro\CmKeyBackup\*.*
the Control Man-
ager server will
report to the
same server if
Control Manager
is restored)

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

TABLE 4-3. Control Manager files that should be backed up

CONTROL
MANAGER 5.0/3.5 LOCATION
INFORMATION

Configuration \Program Files\Trend Micro\Control Man-

files ager\Settings\*.*

\Program Files\Trend Micro\Control Man-

ager\DataSource.xml

\Program Files\Trend Micro\Control Man-

ager\CascadingLogConfiguration.xml

\Program Files\Trend Micro\Control Man-

ager\Settings\DMregisterinfo.xml

\Program Files\Trend Micro\Control Man-

ager\Settings\EntityEmulator.xml

\Program Files\Trend Micro\Control Man-

ager\Settings\ProductUIHandler.xml

\Program Files\Trend Micro\Control Man-

ager\Settings\SystemConfiguration.xml
GUID information GUID value in \Program files\Trend
Micro\COMMON\TMI\TMI.cfg
Managed prod- \Program Files\Trend Micro\com-
uct information mon\tmi\mrf_entity.dat

\Program Files\Trend Micro\com-

mon\tmi\mrf_entity.bak
ActiveUpdate \Program Files\Trend Micro\Control Man-
files ager\webui\download\Activeupdate

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Trend Micro™ Control Manager™ Installation Guide

TABLE 4-3. Control Manager files that should be backed up

CONTROL
MANAGER 5.0/3.5 LOCATION
INFORMATION

Control Manager HKEY_LOCAL_MACHINE\SOFTWARE\TrendMi-

registry cro\TVCS\

HKEY_LOCAL_MACHINE\SOFTWARE\TrendMi-
cro\TMI\

HKEY_LOCAL_MACHINE\SOFTWARE\TrendMi-
cro\CommonCGI

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Win-
dows\CurrentVersion\Uninstall\TMCM

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Win-
dows\CurrentVersion\Uninstall\TMI

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Win-
dows\CurrentVersion\Uninstall\MSDE

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSDE

HKEY_LOCAL_MACHINE\SOFTWARE\Micro-
soft\MSSQLServer

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControl-
Set\Services\TMCM

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

TABLE 4-3. Control Manager files that should be backed up

CONTROL
MANAGER 5.0/3.5 LOCATION
INFORMATION

Control Manager
registry HKEY_LOCAL_MACHINE\SYSTEM\CurrentControl-
Set\Services\TrendMicro_NTP

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControl-
Set\Services\TrendMicro Infrastructure\

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControl-
Set\Services\TrendCCGI

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControl-
Set\Services\MSSQLServer

Rolling Back to Control Manager 5.0/3.5

Servers
If upgrading to Control Manager 5.5 is unsuccessful, perform the following steps to roll
back to your Control Manager 5.0/3.5 system.

Scenario 1: Rolling Back a Control Manager 5.5 Server to

Control Manager 5.0/3.5
To roll back from a Control Manager server and database backup:
1. Remove the Control Manager 5.5 server
2. Install Control Manager 5.0/3.5 server
3. Apply the required Control Manager 5.0/3.5 service packs and hot fixes.

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Trend Micro™ Control Manager™ Installation Guide

WARNING! Apply only the service packs and hot fixes that the original Control
Manager 5.0/3.5 server had installed.

4. Restore the Control Manager 5.0/3.5 database with the backup database.
5. Restore all the Control Manager 5.0/3.5 folders with the backed up folders.
6. Restore Control Manager 5.0/3.5 registries with the backed up registries.
7. Restore all the files under \Trend Micro\CmKeyBackup\*.*.
8. Import the old certificate.
To roll back from an entire operating system of the server and the Control
Manager database backup:
1. Restore the Control Manager 5.0/3.5 database with the backup database.
2. Restore the operating system of the server with the backed up operating system.

Scenario 2: Rolling Back from a Fresh Control Manager 5.5

Installation Using the Agent Migrate Tool
See Planning Control Manager Agent Migration on page 4-13 for more information
about migrating agents.
To roll back to a Control Manager 5.0/3.5 server from a fresh installation of
Control Manager 5.5:
1. Restore the Control Manager 5.0/3.5 database with the backup database.
2. Use the Agent Migration Tool to migrate entities from the Control Manager 5.5
server to the Control Manager 5.0/3.5 server.

Scenario 3: Rolling Back a Cascading Environment

To rollback a cascading environment by unregistering child servers:
1. Unregister all child Control Manager servers from the parent Control Manager
server.
2. Roll back the parent Control Manager server.
3. Roll back all child Control Manager servers.
4. Apply Control Manager service packs and hot fixes.

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

5. Register all child Control Manager servers to the parent Control Manager server.
To rollback a cascading environment that used CascadingUpgrade.ini to
upgrade:
1. Unregister all child Control Manager servers from the parent Control Manager
server.
2. Roll back the parent Control Manager server.
3. Roll back all child Control Manager servers.
4. Apply Control Manager service packs and hot fixes.
5. Register all child Control Manager servers to the parent Control Manager server.

Planning Control Manager Agent Migration

There are two ways to migrate agents to a Control Manager 5.5 server:

Rapid Upgrade
Rapid upgrade works using the approach presented in the table below.

TABLE 4-4. Rapid Upgrade

O RIGINAL A CTION
S ERVER /A GENT

Control Manager Registers MCP agents to Control Manager 5.5

3.5/5.0/5.5 with MCP server; MCP agents maintain their original
agents Product Directory structure
Control Manager Control Manager agents:
3.5/5.0/5.5 with mixed Registers Control Manager 2.5x agents to Con-
agents trol Manager 5.5 server; Control Manager
agents maintain their original Product Directory
structure
MCP:
Registers MCP agents to Control Manager 5.5
server; MCP agents maintain their original
Product Directory structure

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Trend Micro™ Control Manager™ Installation Guide

Trend Micro recommends rapid upgrade for migrating agents in a laboratory setting
or in relatively small networks, preferably during test deployments (see Testing Control
Manager at One Location on page 2-10). However, since you cannot stop the migration
once it starts, this method works best for smaller deployments. The degree of
difficulty increases with the size of the network.
Phased upgrade
Trend Micro recommends a phased upgrade for large, single-server Control
Manager 5.0/3.5 networks. This is essential for multiple-server networks. This
method offers a more structured approach to migrating your system, and follows
these guidelines:
• Start migration on systems with the least impact on the existing network, and
then proceed to the systems with progressively greater impact
• Upgrade the old network in well-planned stages, rather than all at once
This will simplify any troubleshooting that may be required.
Phased upgrade involves the following steps:
1. Install Control Manager 5.5 on a server that does not have any previous Control
Manager version installed (preferably without any managed products).
2. Run the AgentMigrateTool.exe tool on the Control Manager 5.5 server.
Use the Control Manager agent installation together with the Agent Migration tool to
plan the upgrade of agents on existing Control Manager networks. The Agent Migration
tool can generate a list of servers with Control Manager agents. Doing so eliminates the
need to manually select the agent servers.

Migration Scenarios for Control Manager 2.x Agents

The following agent migration scenarios are possible:

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

Single-server migration:

FIGURE 4-1. Migration of agents belonging to a single server

You can use both Rapid and Phased migration in this instance. See Upgrading and
Migrating Scenarios on page 4-3.

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Trend Micro™ Control Manager™ Installation Guide

Consolidation of different servers/agents:

FIGURE 4-2. Migration of agents belonging to multiple servers

Because of new Control Manager access control features, functions previously

handled by separate Control Manager servers, to restrict user access to specific
segments of the antivirus network, can now be combined in a single Control
Manager server.

Control Manager 2.5x Agent Migration Flow

During Control Manager 2.5x agent migration, the Agent Migration tool performs the
following:
1. Stops the Trend Micro Management Infrastructure service
2. Obtains the Product Directory information from the Control Manager 5.0/3.5
server
3. Removes the agent information from the Control Manager 5.0/3.5 database and
TMI.cfg
4. Retains the Control Manager 2.5x agent version (no upgrade takes place)
5. Writes the agent information to the Control Manager 5.5 database and TMI.cfg
6. Restarts the Trend Micro Management Infrastructure service

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

If AgentMigrationTool.exe cannot complete or finish the Control Manager 2.5x

agent migration, it removes the agent information from the Control Manager 5.5
database and TMI.cfg and then writes the information back to the Control Manager
5.0/3.5 database.

MCP Agent Migration Flow

During MCP migration, the agent migration tool performs the following:
1. Stops the Trend Micro Management Infrastructure service of the destination
server.
2. Obtains the Product Directory information from the Control Manager server.
3. Retains the Control Manager agent version (no upgrade takes place).
4. Writes the agent information to the database of the destination server.
5. Restarts the Trend Micro Management Infrastructure service of the destination
server.
6. Stops and then restarts the Trend Micro Control Manager service of the destination
server.
7. Requests the source server to issue a Change Server command and waits for
polling by the MCP agent.

Migrating Control Manager 2.5x and MCP Agents

Use AgentMigrateTool.exe to migrate Windows-based agents originally
administered by Control Manager 5.5/5.0/3.5 server. When migrating agents, 2.5x
agents migrate first, then MCP agents migrate.
If an agent migration is unsuccessful, the following occurs:
• The agent continues to be managed by the source server
• Agent logs are on both the source and destination servers
Migrated logs will not display unless the agents register to the destination server.
Destination Control Manager server purges migrated logs when purge triggers.

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Trend Micro™ Control Manager™ Installation Guide

Note: Run AgentMigrateTool.exe directly on the destination server — a Control

Manager 5.5 server to which you migrate the agents.

To migrate Control Manager 2.5x or MCP agents:

1. Using Windows Explorer, open the Control Manager 5.5 root folder. For example:
<root>\Program Files\Trend Micro\Control Manager\
2. Double-click AgentMigrateTool.exe.

Note: Remember to start the destination Control Manager server's Remote Registry service
or agent migration will not be successful.

3. Click Configure Source Server Settings on the main menu.

4. On the Configurations screen under Source server, type the IP address of the
source server: Control Manager 3.5, or Control Manager 5.0/5.5 server hosting the
agents that will migrate.
5. Under System Administrator Account, specify the administrator user name and
password used to access the source server, and then click Connect.
6. On the main window, click Add > or Add All >> to migrate agents from the
Source to the Destination list.
7. Select all or one of the following options:
• Retain tree structure: AgentMigrateTool.exe instructs the destination
server (that is, a Control Manager 5.5 server) to retain the original Product
Directory structure of the selected managed products
• Migrate logs: AgentMigrateTool.exe copies the logs of the selected
managed products from the source to the destination server
• Enable HTTPS: AgentMigrateTool.exe notifies migrating agents to use
HTTPS to register to Control Manager. If you do not select this option, agents
use HTTP to register to Control Manager
These options apply to agents listed in the Destination list.

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

Tip: Trend Micro recommends enabling the Retain tree structure and Migrate
logs options when migrating all agents from the source server.

Migrating managed products that use Control Manager 2.1 agents prevents the
destination server from querying the old logs of the migrated managed product.
Trend Micro recommends upgrading to Control Manager 2.5 agents before
running AgentMigrateTool.exe.

8. Click Migrate. AgentMigrateTool.exe migrates the agent(s) listed in the

Destination list.

Migrating the Control Manager Database

You have two ways to migrate a Control Manager 5.5 database:
• Install Control Manager 5.5 on a Control Manager 5.0/3.5 server. This is the
recommended method.
The Control Manager 5.5 setup automatically upgrades the database to version 5.5.
• Manually transfer the Control Manager 5.0/3.5 database to Control Manager
5.5/5.0/3.5 server.

Migrating a Control Manager SQL 2005 Database to

Another SQL Server 2005
Modify a number of parameters in TMI.cfg to move a Control Manager database from
an SQL Server 2005 server to another SQL Server 2005 server.
To migrate an existing database to another SQL Server 2005 server:
1. Using Windows Services, stop the following Control Manager services:
• Trend Micro Management Infrastructure
• Trend Micro CCGI
• Trend Micro Control Manager
2. Copy the Control Manager database from the old SQL Server 2005 server to the
new SQL Server 2005 server.

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Trend Micro™ Control Manager™ Installation Guide

Note: Control Manager encrypts the user name and password values. Trend Micro
recommends configuring the target SQL server with the same authentication
account used when accessing db_ControlManager, as well as keeping the
same ID and password combination.

3. Open <root>\Program Files\Trend Micro\COMMON\TMI\TMI.cfg using

a text editor.

Note: Back up TMI.cfg to roll back to the original settings.

4. Replace the CFG_DM_DB_DSN=Server= parameter value with the name of the

destination SQL Server.
5. Retain the old ID and password or update the values for the following parameters:
CFG_DM_DB_ID
CFG_DM_DB_PWD
6. Save and close TMI.cfg.
7. Click Start > Programs > Administrative Tools > Data Sources (ODBC) to
open the ODBC Data Source Administrator.
8. Activate the System DSN tab and then configure the
ControlManager_DataBase data source.
9. On the Microsoft SQL Server DSN Configuration, select the destination server to
modify the Which SQL Server do you want to connect to? value and then click
Next.
If the destination server is not available from the list, type the server name.
10. On the next window, select With SQL Server authentication using a logon ID
and password entered by the user and Connect to SQL Server to obtain
default settings for the additional configuration options.
11. Type the same ID and password available in TMI.cfg and then click Next.
12. Click Finish to save the new configuration and close Microsoft SQL Server DSN
Configuration.
13. Click OK to close ODBC Data Source Administrator.
14. Using Windows Services, restart all Control Manager services.

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 Upgrading Servers or Migrating Agents to Control Manager 5.5

Log on to the web console and access the Product Directory to check if all managed
products are registered. If so, then you have successfully moved the database to the
destination SQL Server.

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Trend Micro™ Control Manager™ Installation Guide

4-22
 Chapter 5

Using Control Manager Tools

Control Manager provides a number of tools to help you with specific configuration
tasks. Control Manager houses most tools at the following location:
<root>:\Control Manager\WebUI\download\tools\
Control Manager 5.5 supports the following tools:
• Using Agent Migration Tool (AgentMigrateTool.exe) on page 5-2: to migrate
Control Manager agents to a Control Manager 5.5 server
• Using the Control Manager MIB File on page 5-2: use the Control Manager MIB
file with an application (for example, HP OpenView) that supports SNMP protocol
• Using the NVW Enforcer SNMPv2 MIB File on page 5-3: use the NVW Enforcer
MIB file with an application (for example, HP OpenView) that supports SNMP
protocol
• Using the Appliance Firmware Flash Utility on page 5-3: use the Appliance
Firmware Flash Utility (AFFU) to update Network VirusWall Enforcer devices
• Using the DBConfig Tool on page 5-4: use the DBConfig to change the user
account, password, and the database name for the Control Manager database

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Trend Micro™ Control Manager™ Installation Guide

Using Agent Migration Tool

(AgentMigrateTool.exe)
The Agent Migration tool provided in Control Manager 5.5 Standard or Advanced
Edition migrates agents administered by a Control Manager 5.5, 5.0, or 3.5 server (see
Migrating the Control Manager Database on page 4-19).
To use the Agent Migration tool:
• Run AgentMigrateTool.exe directly on the destination server from the
following location:
<root>\Program Files\Trend Micro\Control Manager\

Note: For MCP agents, the Agent Migration Tool supports Windows-based and Linux-based
agent migration.

For Control Manager 2.x agents, the Agent Migration Tool can only migrate
Windows-based agents. Please contact Trend Micro Support for migrating
non-Windows based agents (see Contacting Technical Support on page 7-2).

Using the Control Manager MIB File

Download and use the Control Manager MIB file with an application (for example,
HPTM OpenView) that supports SNMP protocol.
To use the Control Manager MIB file:
Path: Administration > Tools
1. Navigate to the Tools screen.
2. On the working area, click Control Manager MIB file.
3. On the File Download screen, select Save, specify a location on the server, and
then click OK.
4. On the server, extract the Control Manager MIB file cm2.mib, Management
Information Base (MIB) file.
5. Import cm2.mib using an application (for example, HP OpenView) that supports
SNMP protocol.

5-2
 Using Control Manager Tools

Using the NVW Enforcer SNMPv2 MIB File

Download and use the NVW Enforcer SNMPv2 MIB file with an application (for
example, HP OpenView) that supports SNMP protocol.
To use the NVW Enforcer SNMPv2 MIB file:
Path: Administration > Tools
1. Navigate to the Tools screen.
2. On the working area, click NVW Enforcer SNMPv2 MIB file.
3. On the File Download screen, select Save, specify a location on the server, and
then click OK.
4. On the server, extract the NVW Enforcer SNMPv2 MIB file nvw2.mib2,
Management Information Base (MIB) file.
5. Import nvw2.mib2 using an application (for example, HP OpenView) that
supports SNMP protocol.

Using the Appliance Firmware Flash Utility

Use the Appliance Firmware Flash Utility (AFFU) to update the device BMC firmware,
BIOS, and program file. The utility is a graphical user interface tool that provides a
user-friendly method of uploading the latest program file and boot loader for Network
VirusWall Enforcer appliances.
To access the AFFU:
Path: Administration > Tools
1. Navigate to the Tools screen.
2. On the working area, click AFFU.
3. On the File Download screen, select Save, specify a location on the server, and
then click OK.
4. Extract the AFFU file to the server.
5. Execute the AFFU file.

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Trend Micro™ Control Manager™ Installation Guide

Using the DBConfig Tool

The DBConfig tool allows users to change the user account, password, and the database
name for the Control Manager database.
The tool offers the following options:
• DBName: Database name
• DBAccount: Database account
• DBPassword: Database password
• Mode: Database's authentication mode (SQL or Windows authentication)

Note: The Default Mode is SQL authentication mode, however Windows authentication
mode is necessary when configuring for Windows authentication.

Control Manager 3.5 only supports SQL authentication.

To use the DBConfig tool:

1. From the Control Manager server, click Start > Run.
2. Type cmd, and then click OK. The command prompt dialog box appears.
3. Change the directory to the Control Manager root directory (for example,
<root>\Program Files\Trend Micro\Control Manager\DBConfig).
4. Type the following:
dbconfig
The DBConfig tool interface appears.
5. Specify which settings you want to modify:
Example 1: DBConfig -DBName="db_<your_database>"
-DBAccount="sqlAct" -DBPassword="sqlPwd" -Mode="SQL"
Example 2: DBConfig -DBName="db_<your_database>"
-DBAccount="winAct" -DBPassword="winPwd" -Mode="WA"

5-4
 Chapter 6

Removing Trend Micro Control

Manager
This chapter contains information about how to remove Control Manager components
from your network, including the Control Manager server, Control Manager agents, and
other related files.
This chapter contains the following sections:
• Removing a Control Manager Server on page 6-2
• Manually Removing Control Manager on page 6-2
• Removing a Windows-Based Control Manager 2.x Agent on page 6-8

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Trend Micro™ Control Manager™ Installation Guide

Removing a Control Manager Server

You have two ways to remove Control Manager automatically (the following instructions
apply to a Windows 2003 environment; details may vary slightly, depending on your
Microsoft Windows platform):
• From the Start menu, click Start > Programs > Trend Micro Control Manager
> Uninstalling Trend Micro Control Manager.
• Using Add/Remove Programs:
a. Click Start > Settings > Control Panel > Add/Remove Programs.
b. Select Trend Micro Control Manager, and then click Remove.
This action automatically removes other related services, such as the Trend
Management Infrastructure and Common CGI services, as well as the Control
Manager database.
c. Click Yes to keep the database, or No to remove the database.

Note: Keeping the database allows you to reinstall Control Manager on the server
and retain all system information, such as agent registration, and user
account data.

If you reinstalled the Control Manager server, and deleted the original database, but did
not remove the agents that originally reported to the previous installation, then the
agents will re-register with the server when:
• Managed product servers restart the agent services
• Control Manager agents verify their connection after an 8-hour period

Manually Removing Control Manager

This section describes how to remove Control Manager manually. Use the procedures
below only if the Windows Add/Remove function or the Control Manager uninstall
program is unsuccessful.

6-2
 Removing Trend Micro Control Manager

Note: Windows-specific instructions may vary between operating system versions. The
following procedures are written for Windows Server 2003.

Removing Control Manager actually involves removing distinct components. These

components may be removed in any order; they may even be removed together.
However, for purposes of clarity, the uninstallation for each module is discussed
individually, in separate sections. The components are:
• Control Manager application
• Trend Micro Management Infrastructure
• Common CGI Modules
• Control Manager Database (optional)
• PHP
• FastCGI
Other Trend Micro products also use the Trend Micro Management Infrastructure and
Common CGI modules, so if you have other Trend Micro products installed on the
same computer, Trend Micro recommends not removing these two components.

Note: After removing all components, you must restart your server. You only have to do this
once — after completing the removal.

Remove the Control Manager Application

Manual removal of the Control Manager application involves the following steps:
1. Stopping Control Manager Services.
2. Removing Control Manager IIS Settings.
3. Removing Crystal Reports, PHP, FastCGI, TMI, and CCGI.
4. Deleting Control Manager Files/Directories and Registry Keys.
5. Removing the Database Components.
6. Removing Control Manager and NTP Services.

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Trend Micro™ Control Manager™ Installation Guide

Stopping Control Manager Services

Use the Windows Services screen to stop all of the following Control Manager services:
• Trend Micro Management Infrastructure
• Trend Micro Common CGI
• Trend Micro Control Manager
• Trend Micro NTP

Note: These services run in the background on the Windows operating system, not the
Trend Micro services that require Activation Codes (for example, Outbreak
Prevention Services).

To stop Control Manager services:

1. Click Start > Programs > Administrative Tools > Services to open the Services
screen.
2. Right-click <Control Manager service>, and then click Stop.
To stop IIS and Control Manager services from the command prompt:
Run the following commands at the command prompt:
net stop w3svc
net stop tmcm

FIGURE 6-1. View of the command line with the necessary services
stopped

6-4
 Removing Trend Micro Control Manager

Removing Control Manager IIS Settings

Remove the Internet Information Services settings after stopping the Control Manager
services.
To remove Control Manager IIS settings:
1. From the Control Manager server, click Start > Run. The Run dialog box appears.
2. Type the following in the Open field:
%SystemRoot%\System32\Inetsrv\iis.msc
3. On the left-hand menu, double-click the server name to expand the console tree.
4. Double-click Default Web Site.
5. Delete the following virtual directories:
• ControlManager
• TVCSDownload
• Viewer9
• TVCS
• Jakarta
• WebApp
6. On IIS 6 only:
a. Right-click the IIS website you set during installation.
b. Click Properties.
7. Click the ISAPI Filters tab.
8. Delete the following ISAPI filters:
• TmcmRedirect
• CCGIRedirect
• ReverseProxy
9. On IIS 6 only, delete the following web service extensions:
• Trend Micro Common CGI Redirect Filter (If removing CCGI)
• Trend Micro Control Manager CGI Extensions

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Trend Micro™ Control Manager™ Installation Guide

Removing Crystal Reports, PHP, FastCGI, TMI, and CCGI

Removal of PHP, FastCGI, TMI and CCGI is optional. Use Add/Remove Programs to
uninstall Crystal Reports, PHP, and FastCGI.
To remove Crystal Reports:
1. On Control Manager server, click Start > Settings > Control Panel >
Add/Remove Programs.
2. Scroll down to Crystal Reports Runtime Files, then click Remove to remove the
Crystal Reports related files automatically.
To remove PHP and FastCGI:
1. On Control Manager server, click Start > Settings > Control Panel >
Add/Remove Programs.
2. Scroll down to PHP, and then click Remove to remove PHP related files
automatically.
3. Scroll down to FastCGI, and then click Remove to remove FastCGI related files
automatically.
To remove TMI and CCGI:
1. Download the Microsoft service tool Sc.exe to the Control Manager server:
http://support.microsoft.com/kb/251192/en-us
2. Run Sc.exe and type the following commands:
sc delete "TrendCGI"
sc delete "TrendMicro Infrastructure"

Deleting Control Manager Files/Directories and Registry

Keys
To manually remove a Control Manager server:
1. Delete the following directories:
• ...\Trend Micro\Control Manager
• ...\Trend Micro\COMMON\ccgi
• ...\Trend Micro\COMMON\TMI

6-6
 Removing Trend Micro Control Manager

• ...\PHP
• C:\Documents and Settings\All Users\Start
Menu\Programs\PHP 5
• C:\Documents and Settings\All Users\Start
Menu\Programs\Trend Micro Control Manager
2. Delete the following Control Manager registry keys:
• HKEY_LOCAL_MACHINE\SOFTWARE\TrendMicro\CommonCGI
• HKEY_LOCAL_MACHINE\SOFTWARE\TrendMicro\DamageCleanupService
• HKEY_LOCAL_MACHINE\SOFTWARE\TrendMicro\MCPAgent
• HKEY_LOCAL_MACHINE\SOFTWARE\TrendMicro\OPPTrustPort
• HKEY_LOCAL_MACHINE\SOFTWARE\TrendMicro\TMI
• HKEY_LOCAL_MACHINE\SOFTWARE\TrendMicro\TVCS
• HKEY_LOCAL_MACHINE\SOFTWARE\TrendMicro\VulnerabilityAssessm
entServices
• HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersio
n\Uninstall\TMCM
• HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersio
n\Uninstall\TMI
• HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TMCM
• HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TrendC
CGI
• HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TrendM
icro Infrastructure
• HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TrendM
icro_NTP

Removing the Database Components

To remove Control Manager ODBC settings:
1. On the Control Manager server, click Start > Run. The Run dialog box appears.
2. Type the following in the Open field:
odbcad32.exe
3. On the ODBC Data Source Administrator window, click the System DSN tab.

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Trend Micro™ Control Manager™ Installation Guide

4. Under Name, select ControlManager_Database.

5. Click Remove, and click Yes to confirm.
To remove the Control Manager SQL Server 2005 Express database:
1. On Control Manager server, click Start > Control Panel > Add/Remove
Programs.
2. Scroll down to SQL Server 2005 Express, then click Remove to remove the
Crystal Reports related files automatically.

Tip: Trend Micro recommends visiting the website for Microsoft for instructions on
removing SQL Server 2005 Express if you have any issues with the uninstallation:
http://support.microsoft.com/kb/909967

Removing Control Manager and NTP Services

To remove Control Manager and NTP services:
1. Download the Microsoft service tool Sc.exe to the Control Manager server:
http://support.microsoft.com/kb/251192/en-us
2. Run Sc.exe and type the following commands:
sc delete "TMCM"
sc delete "TrendMicro_NTP"

Removing a Windows-Based Control Manager

2.x Agent
To remove one or more agents, you must run the uninstallation component of the
Control Manager Agent setup program.
Uninstall agents remotely, either by running the program from the Control Manager
server, or another server, or locally, by running the setup program on the agent
computer.

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 Removing Trend Micro Control Manager

To remove a Windows-based Control Manager 2.x agent:

1. Mouseover Administration on the main menu. A drop-down menu appears.
2. Mouseover Settings from the drop-down menu. A sub-menu appears.
3. Click Add/Remove Product Agents. The Add/Remove Product Agents screen
appears.
4. Click Use RemoteInstall.exe and install the application.
5. Using Microsoft Explorer, go to the location where you saved the agent setup
program.
6. Double-click the RemoteInstall.exe file. The Control Manager Agent
setup screen appears.

FIGURE 6-2. Trend Micro Agent setup program

7. Click Uninstall. The Welcome screen appears.

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Trend Micro™ Control Manager™ Installation Guide

8. Click Next. The Control Manager source server log on screen appears.

FIGURE 6-3. Control Manager source server logon

9. Specify and provide Administrator-level logon credentials for the Control Manager
server e. Type the following information:
• Host name
• User name
• Password
10. Click Next. Select the product whose agent you want to remove.
11. Click Next. Select the servers from which to remove the agents. You have two ways
to select those servers:
To select from the list:
a. In the left list box, double-click the domain containing the antivirus servers,
and the domain expands to show all the servers inside.
b. Select the target server(s) from the left list box, and then click Add. The
chosen server appears on the right list box. Click Add All to add agents to all
servers in the selected chosen domain.

6-10
 Removing Trend Micro Control Manager

Alternatively, you can double-click on a server to add it to the left list.

To specify a server name directly:
a. Type the server's FQDN or IP address in the Server name field.
b. Click Add. The server appears on the right list box.
To remove servers from the list, select a server from the right list box, and then
click Remove. To remove all servers, click Remove All.
12. Click Back to return to the previous screen, Exit to abort the operation, or Next
to continue.
13. Provide Administrator-level logon credentials for the selected servers. Type the
required user name and password in the appropriate field.
14. Click OK. The Uninstallation List screen provides the following details about the
target servers: server name, domain, and the type of agent detected.

FIGURE 6-4. Analyze chosen Control Manager server

15. Click Next to continue. The table on this screen shows the following information
about the target servers: server name, operating system version, IP address, Domain
name, and the version of the agent you will remove.

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Trend Micro™ Control Manager™ Installation Guide

Click Back to return to the previous screen, Exit to abort the operation, or
Uninstall to remove the agent. The uninstallation begins.
16. Click OK, and then at the Removing Agents screen, click Exit.

6-12
 Chapter 7

Getting Support
Trend Micro has committed to providing service and support that exceeds our users’
expectations. This chapter contains information on how to get technical support.
Remember, you must register your product to be eligible for support.
This chapter contains the following topics:
• Before Contacting Technical Support on page 7-2
• Contacting Technical Support on page 7-2
• TrendLabs on page 7-3
• Other Useful Resources on page 7-3

7-1
Trend Micro™ Control Manager™ Installation Guide

Before Contacting Technical Support

Before contacting Technical Support, here are two things you can quickly do to try and
find a solution to your problem:
• Check your documentation: the manual and online help provide comprehensive
information about Control Manager. Search both documents to see if they contain
your solution.
• Visit our Technical Support website: our Technical Support website contains the
latest information about all Trend Micro products. The support website has answers
to previous user inquiries.
To search the Knowledge Base, visit
http://esupport.trendmicro.com/support

Contacting Technical Support

In addition to phone support, Trend Micro provides the following resources:
• Email support:
http://us.trendmicro.com/us/products/customer-service/
• On-line help: configuring the product and parameter-specific tips
• Readme: late-breaking product news, installation instructions, known issues, and
version-specific information
• Knowledge Base: technical procedures provided by the Support team:
http://esupport.trendmicro.com/support
• Product updates and patches:
http://downloadcenter.trendmicro.com/
To locate the Trend Micro office nearest you, go to:
http://us.trendmicro.com/us/about/contact/

7-2
 Getting Support

Resolve Issues Faster

To resolve the issue faster, when you contact our staff, provide as much of the following
information as you can:
• Product serial number
• Control Manager Build version
• Operating system version, Internet connection type, and database version (for
example, SQL 2005 or SQL 2008)
• Exact text of the error message, if any
• Steps to reproduce the problem

TrendLabs
Trend Micro TrendLabsSM is a global network of antivirus research and product support
centers providing continuous, 24 x 7 coverage to Trend Micro customers worldwide.
Staffed by a team of more than 250 engineers and skilled support personnel, the
TrendLabs dedicated service centers worldwide ensure rapid response to any virus
outbreak or urgent customer support issue, anywhere in the world.
The TrendLabs modern headquarters earned ISO 9002 certification for its quality
management procedures in 2000. TrendLabs is one of the first antivirus research and
support facilities to be so accredited. Trend Micro believes that TrendLabs is the leading
service and support team in the antivirus industry.
For more information about TrendLabs, please visit:
http://us.trendmicro.com/us/about/company/trendlabs/

Other Useful Resources

Trend Micro offers a host of services through its website, http://www.trendmicro.com.
Internet-based tools and services include:
• Trend Micro™ Smart Protection Network™: monitor security threat incidents
around the world
• HouseCall™: Trend Micro online virus scanner

7-3
Trend Micro™ Control Manager™ Installation Guide

7-4
 Appendix A

System Checklists
Use the checklists in this appendix to record relevant system information as a reference.
This appendix contains the following sections:
• Server Address Checklist on page A-2
• Ports Checklist on page A-3
• Control Manager 2.x Agent installation Checklist on page A-4
• Control Manager Conventions on page A-5
• Core Process and Configuration Files on page A-6
• Communication and Listening Ports on page A-9
• Control Manager Product Version Comparison on page A-10

A-1
Trend Micro™ Control Manager™ Installation Guide

Server Address Checklist

You must provide the following server address information during installation, as well as
during the configuration of the Control Manager server to work with your network.
Record the information here for easy reference.

TABLE A-1. Server Address Checklist

INFORMATION REQUIRED SAMPLE YOUR VALUE

Control Manager server information

IP address 10.1.104.255
Fully qualified domain name server.company.com
(FQDN)
NetBIOS (host) name yourserver

Web server information

IP address 10.1.104.225
Fully qualified domain name server.company.com
(FQDN)
NetBIOS (host) name yourserver
SQL-based Control Manager database information
IP address 10.1.114.225
Fully qualified domain name server.company.com
(FQDN)
NetBIOS (host) name sqlserver

Proxy server for component download

IP address 10.1.174.225
Fully qualified domain name proxy.company.com
(FQDN)
NetBIOS (host) name proxyserver

A-2
 System Checklists

TABLE A-1. Server Address Checklist

INFORMATION REQUIRED SAMPLE YOUR VALUE

SMTP server information (Optional; for email message notifications)

IP address 10.1.123.225
Fully qualified domain name mail.company.com
(FQDN)
NetBIOS (host) name mailserver

SNMP Trap information (Optional; for SNMP Trap notifications)

Community name trendmicro
IP address 10.1.194.225

Ports Checklist
Control Manager uses the following ports for the indicated purposes.

PORT SAMPLE YOUR VALUE

SMTP 25
Proxy 8088
Pager COM COM1
Proxy for Trend VCS Agent 223
(Optional)
Web Console and 80
Update/Deploy components
Firewall, "forwarding" port 224
(Optional; used during Control
Manager Agent installation)

A-3
Trend Micro™ Control Manager™ Installation Guide

PORT SAMPLE YOUR VALUE

Trend Micro Management Infra- 10198

structure (TMI) internal process
communication (for remote
products)
TMI external process communi- 10319
cation
Entity emulator 10329

Note: Control Manager requires the exclusive use of ports 10319 and 10198.

Control Manager 2.x Agent installation

Checklist
The following information is used during agent installation.

INFORMATION REQUIRED SAMPLE YOUR VALUE

Control Manager server root

Administrator account
User ID
Encryption key location C:\MyDocuments\E2
EPulic.dat

A-4
 System Checklists

Note: You can use any User ID in lieu of the Root account User name. However, Trend
Micro recommends using the Root account, because deleting the User ID specified
while installing the agent makes managing the agent very difficult.

ADMINISTRATOR-LEVEL
PRODUCT NAME IP ADDRESS HOSTNAME
ACCOUNT

Sample Admin 10.225.225.225 PH-antivirus

Control Manager Conventions

Refer to the following conventions applicable for Control Manager installation or web
console configuration.
User names

Max. length 32 characters

Allowed A-Z, a-z, 0-9, -, _

Folder names

Max. length 40 characters

Not allowed /<>&"

A-5
Trend Micro™ Control Manager™ Installation Guide

Note: For the Control Manager server host name, Setup supports servers with underscores
("_") as part of the server name.

Core Process and Configuration Files

Control Manager saves system configuration settings and temporary files in XML
format.
The following tables describe the configuration files and processes used by the Control
Manager.

TABLE A-2. Control Manager Configuration Files

C ONFIGURATION F ILE D ESCRIPTION

AuthInfo.ini Configuration file that contains information

about private key file names, public key file
names, certificate file names, and the
encrypted passphrase of the private key as
well as the host ID and port.
aucfg.ini ActiveUpdate configuration file

TVCS_Cert.pem Certificate used by SSL authentication

TVCS_Pri.pem Private Key used by SSL

TVCS_Pub.pem Public Key used by SSL

ProcessManager.xml Used by ProcessManager.exe

CmdProcessorEven- Used by CmdProcessor.exe

tHandler.xml
UIProcessorEven- Used by UIProcessor.exe
tHandler.xml
DMRegisterinfo.xml Used by CasProcessor.exe

DataSource.xml Stores the connection parameters for Control

Manager processes

A-6
 System Checklists

TABLE A-2. Control Manager Configuration Files

C ONFIGURATION F ILE D ESCRIPTION

CastoolConfigura- Used by CasTool.exe

tion.xml
SystemConfiguration.xml Control Manager system configuration file

CascadingLogConfigura- Log upload configuration file used for child

tion.xml servers

agent.ini MCP agent file

TMI.cfg Trend Micro Management Infrastructure con-

figuration file
Entity.cfg Managed product configuration file

TABLE A-3. Control Manager Processes

P ROCESSES D ESCRIPTION

CasTool.exe A command line program used to establish a

cascading Control Manager environment. This
tool is only used by Control Manager 3.5.
ProcessManager.exe “Trend Micro Control Manager” service.
It launches and stops other Control Manager
core processes.
CmdProcessor.exe Sends XML instructions, formed by other pro-
cesses, to managed products, processes
product registration, sends alerts, performs
scheduled tasks, and applies Outbreak Pre-
vention Policies.
UIProcessor.exe Processes and transforms user input, made at
the Control Manager web console, into actual
commands.
LogReceiver.exe Receives managed product logs and mes-
sages.

A-7
Trend Micro™ Control Manager™ Installation Guide

TABLE A-3. Control Manager Processes

P ROCESSES D ESCRIPTION

LogProcessor.exe Receives new messages from managed prod-

ucts and receives the entity information from
child Control Manager servers.
LogRetriever.exe Retrieves and saves logs in the Control Man-
ager database.
ReportServer.exe Generates Control Manager reports.

MsgReceiver.exe Receives messages from the Control Manager

server, managed products, and child servers.
EntityEmulator.exe Allows Control Manager to use Trend VCS
agents.
CasProcessor.exe Allows a Control Manager server (a parent
server) to manage other Control Manager
servers (child servers).
DCSProcessor.exe Performs Damage Cleanup Services func-
tions.
Ntpd.exe Network Time Protocol service.

inetinfo.exe Microsoft Internet Information Service pro-

cess.
jk_nt_service.exe Java server side extensions used to build
java.exe Web-based user interface by defining the
interface instead of using a lot of standalone
CGI programs.
cm.exe Manages dmserver.exe and mrf.exe.

mrf.exe The Communicator process.

dmserver.exe Provides the Control Manager web console

log on page and manages the Product Direc-
tory (Control Manager-side).
LWDMServer.exe Manages the Product Directory (managed
product-side).

A-8
 System Checklists

Communication and Listening Ports

These are the default Control Manager communication and listening ports.

TYPE C OMMUNICATION P ORT

Internal communication 10198

External communication 10319

S ERVICE S ERVICE P ORT

ProcessManager.exe 20501

CmdProcessor.exe 20101

UIProcessor.exe 20701

LogReceiver.exe 20201

LogProcessor.exe 21001

LogRetriever.exe 20301

ReportServer.exe 20601

MsgReceiver.exe 20001

EntityEmulator.exe 20401

CasProcessor.exe 20801

DcsProcessor.exe 20903

A-9
Trend Micro™ Control Manager™ Installation Guide

Control Manager Product Version Comparison

The following table provides a comparison of features between Control Manager
versions.

TABLE A-4. Product Version Comparison

C ONTROL M ANAGER VERSION

F EATURES
3.X 3.X 5.0 5.0 5.5 5.5
E NT STD A DV S TD A DV S TD

2.x and MCP agent inter-

faces with the managed Q Q Q Q Q Q
products
Ad Hoc Query Q Q Q Q

Automatic component (for

example, patterns/rules) Q Q Q Q Q Q
update
Cascading management
Q Q Q
structure
Central database for all virus
Q Q Q Q Q Q
log and system events
Centralized, web-based,
virus management solution Q Q Q Q Q Q
for the enterprise
Child server monitoring Q Q Q

Child server task issuance Q Q Q

Command Tracking Q Q Q Q Q Q

Communicator Heartbeat Q Q Q Q Q Q

Communicator Scheduler Q Q Q Q Q Q

Component download granu-

Q Q Q Q Q Q
larity
Configuration by group Q Q Q Q Q Q

A-10
 System Checklists

TABLE A-4. Product Version Comparison

C ONTROL M ANAGER VERSION

F EATURES
3.X 3.X 5.0 5.0 5.5 5.5
E NT STD A DV S TD A DV S TD

Configure multiple download

Q Q Q Q Q Q
sources
Consistent managed product
Q Q Q Q Q Q
and Control Manager UI
Control Manager MIB files
(previously called HP Open- Q Q Q Q Q Q
View MIB)
Customized user types Q Q Q Q

Deployment Plans Q Q Q Q Q Q

Directory Manager Q Q Q Q Q Q

Enhanced Security Commu-

Q Q Q Q Q Q
nication
Event Center Q Q Q Q Q Q

Improved Navigation Q Q Q Q Q Q

Improved User Interface Q Q Q Q Q Q

InterScan Web Security Ser-

Q Q Q Q Q Q
vice integration
Logging Enhancements Q Q Q Q

Log processing speed

Q Q
enhancements
Manage antivirus and con-
Q Q Q Q Q Q
tent security products
Manage services Q Q Q Q Q Q

Managed product license

Q Q
manager
Managed product reporting Q Q Q

A-11
Trend Micro™ Control Manager™ Installation Guide

TABLE A-4. Product Version Comparison

C ONTROL M ANAGER VERSION

F EATURES
3.X 3.X 5.0 5.0 5.5 5.5
E NT STD A DV S TD A DV S TD

Web console rendering

Q Q
enhancement
Microsoft SQL Express or
Q Q Q Q
Microsoft SQL2005
MSDE or Microsoft SQL
Q Q Q Q
7/2000
MSN Messenger notification Q Q Q Q Q Q

Notification and Outbreak

Q Q Q Q Q Q
Alert
OfficeScan Integration
Q Q
Enhancements
Outbreak Commander / Out-
break Prevention Services
(OPS)
• Automatic Download and Q Q Q Q Q Q
Deployment of OPP
• Manual Download and
Deployment of OPP
Passive Support for 3rd Party
Q Q Q
Product
Remote and Local Agent
Q Q Q Q Q Q
Installation
Remote management Q Q Q Q Q Q

Reporting Q Q Q

Secure communication
Q Q Q Q Q Q
between Server and Agents

A-12
 System Checklists

TABLE A-4. Product Version Comparison

C ONTROL M ANAGER VERSION

F EATURES
3.X 3.X 5.0 5.0 5.5 5.5
E NT STD A DV S TD A DV S TD

Single sign-on (SSO) for

managed products that sup- Q Q Q Q Q Q
port SSO
Smart Protection Network
Q Q
integration
SNMP trap notification Q Q

SSL support for ActiveUp-

Q Q Q Q Q Q
date
SSL support for web console Q Q Q Q Q Q

Support Control Manager 2.x

Q Q Q Q Q Q
agents
Support HTTPS communica-
tion between server, agents, Q Q Q Q Q Q
and managed products
Support MCP agents Q Q Q Q Q Q

Supports Trend VCS agents Q Q

Syslog notification Q Q

Threat Intelligence-Oriented
Q Q
Dashboard
Trend Micro InterScan for
Cisco Content Security and
Control Security Services Q Q Q Q Q Q
Module (ISC CSC SSM) inte-
gration
Trend Micro Network Virus-
Q Q Q Q Q Q
Wall 1200 integration
Trend Micro Network Virus-
Q Q Q Q Q Q
Wall 2500 integration

A-13
Trend Micro™ Control Manager™ Installation Guide

TABLE A-4. Product Version Comparison

C ONTROL M ANAGER VERSION

F EATURES
3.X 3.X 5.0 5.0 5.5 5.5
E NT STD A DV S TD A DV S TD

Trend Micro Product Regis-

Q Q Q Q Q Q
tration server integration
TrendLabs Message Board Q Q Q Q

User account management Q Q Q Q Q Q

Vulnerability Assessment Q Q Q Q

Windows Authentication Q Q Q Q

Work-hour control Q Q Q Q Q Q

A-14
 Index

Index
A basic features 1-2
activating command prompt, stopping service from 6-4
Control Manager 3-30–3-31 installation steps 3-9
Outbreak Prevention Services 3-15 installing 3-1, 3-10
activating Control Manager 3-31 installing a Control Manager server 3-8
Activation Code 3-31 mail server 1-9
address, checklist A-2 manually removing 6-2
Administrator’s Guide -xiii MCP 1-10
AG. See Administrator’s Guide migrating database 4-19
agent pre-installation tasks 3-7
installation registering 3-30–3-31
checklist A-4 remove manually 6-3
Agent Migration Tool 5-2 removing overview 6-1
migrating agents 5-2 removing server 6-2
AgentMigrateTool.exe. See Agent Migration Tool removing Windows-based agent 6-8
agents report server 1-9
removing Windows-based 6-8 security levels 3-17, 3-20
server 1-9
B SQL database 1-9
back up. See backing up Control Manager information system requirements 3-2
testing pilot deployment 2-10
C Trend Micro Management Infrastructure 1-10
checklist verifying installation 3-28
agent installation A-4 Web server 1-9
ports A-3 Web-based management console 1-11
server address A-2 widget framework 1-11
command polling Control Manager 2.5x agent migration flow 4-16
MCP 2-16 convert
command prompt full version 3-32
Control Manager, stopping service from 6-4
communication D
one-way 1-7 data storage
two-way 1-8 plan 2-19
configuration database
Web server 2-20 recommendations 2-19
configuring deleting
user accounts 3-30 user accounts 3-33
Control Manager 1-1 user groups 3-33
activating 3-30–3-31 deployment
Administrator’s Guide -xiii architecture and strategy 2-2
agent 1-10 multiple-site 2-5
architecture 1-8 single-site 2-3

I–1
Trend Micro™ Control Manager™ Installation Guide

documentation -xii command polling 2-16

heartbeat 2-16
E migration flow 4-17
editing policies 2-16
user accounts 3-33 understanding 1-5
MCP benefits
F HTTPS support 1-7
firewall traversal support 1-6 NAT and firewall traversal 1-6
flow
one-way and two-way communication 1-7
migrating Control Manager 2.5x agent 4-16
reduced network loading and package size 1-5
migrating MCP agents 4-17 MIB file
full version
Control Manager 5-2
convert 3-32
NVW Enforcer SNMPv2 5-3
H migrating 4-13
Control Manager 2.5x agent migration flow 4-16
heartbeat
MCP 2-16 Control Manager SQL 2000 4-19
TMI 2-14 database 4-19
different servers/agents 4-16
I MCP agents 4-17
installation phased upgrade 4-14
flow 2-9 rapid upgrade 4-13
Installation Guide -xii scenarios 4-14
installation steps single-server migration 4-15
Control Manager 3-9 steps 4-17
installing strategy 4-13
Control Manager 3-1, 3-10 Trend VCS, Control Manager 2.x, and MCP Agents
steps 3-9 4-17
verifying Control Manager server 3-28 minimum system requirements 3-2
multiple-site deployment
K understanding 2-5
Knowledge Base -xii
URL P-xii N
NAT traversal support 1-6
L network traffic
logs sources 2-15
traffic 2-15 network traffic plan 2-13

M O
manual ODBC
remove settings, Control Manager 6-7
MSDE 6-7 one-way communication 1-7
manually online help -xii
remove Control Manager 6-3 Outbreak Prevention Services
manually uninstalling 6-2 activating 3-15
MCP 1-10

I–2
 Index

P minimum 3-2
phased upgrade 4-14
pilot deployment
T
TMI
testing 2-10
heartbeat 2-14
policies
MCP 2-16 policies 2-16
tool
TMI 2-16
AgentMigrateTool.exe 5-2
port
checklist A-3 Control Manager MIB file 5-2
NVW Enforcer SNMPv2 MIB file 5-3
preface -ix
traffic, network 2-13
product registration
traffic 2-17 traversal support
NAT and firewall 1-6
R Tutorial -xiii
rapid upgrade 4-13 two-way communication 1-7–1-8
readme file -xii
recommendations
U
database 2-19 understanding
multiple-site deployment 2-5
registering
single-site deployment 2-3
Control Manager 3-30–3-31
Registration Key 3-15, 3-32 updates
deploying 2-18
remove
upgrading 4-2
manual
Control Manager 6-3 backing up Control Manager information 4-8
considerations 4-2
Microsoft Data Engine 6-7
URLs
removing
Control Manager manually 6-2 Knowledge Base P-xii
user accounts
Control Manager server 6-2
configuring 3-30
Control Manager Windows-based agent 6-8
renew product maintenance 3-32 deleting 3-33
editing 3-33
rolling back
user groups
to Control Manager 5.0/3.5 server 4-11
deleting 3-33
S users
security levels 3-19 deleting accounts 3-33
server deleting groups 3-33
address, checklist A-2 editing accounts 3-33
server distribution plan 2-11
single-site deployment
V
verifying
understanding 2-3
Smart Feedback 3-16 Control Manager server installation 3-28
Smart Protection Network 3-16 W
SolutionBank-see Knowledge Base -xii Web server
SSO 1-8
configuration 2-20
system requirements 3-2
plan 2-20

I–3
Trend Micro™ Control Manager™ Installation Guide

I–4