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PUBLISHED BY
Microsoft Press
A Division of Microsoft Corporation
One Microsoft Way
Redmond, Washington 98052-6399
Copyright © 2010 by Yuri Diogenes and Dr. Thomas W. Shinder
All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any
means without the written permission of the publisher.
Library of Congress Control Number: 2010936127
Microsoft Press books are available through booksellers and distributors worldwide. For further information about
international editions, contact your local Microsoft Corporation office or contact Microsoft Press International
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microsoft.com.
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events depicted herein are fictitious. No association with any real company, organization, product, domain name,
e-mail address, logo, person, place, or event is intended or should be inferred.
This book expresses the author’s views and opinions. The information contained in this book is provided without
any express, statutory, or implied warranties. Neither the authors, Microsoft Corporation, nor its resellers, or
distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by
this book.
Microsoft is interested in hearing your feedback so we can continually improve our books and learning
resources for you. To participate in a brief online survey, please visit:
www.microsoft.com/learning/booksurvey/
iii
Chapter 2 Installing and Configuring Forefront Threat
Management Gateway 2010 23
Preparing to Install Forefront TMG. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Choosing Deployment Options for Forefront TMG 24
Meeting Hardware and Software Requirements for
Forefront TMG 25
Selecting the Forefront TMG Edition 29
Post-Installation Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
What’s Next?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Microsoft is interested in hearing your feedback so we can continually improve our books and learning
resources for you. To participate in a brief online survey, please visit:
www.microsoft.com/learning/booksurvey/
iv Contents
Acknowledgments
T his Forefront project took almost a year to write and resulted in three separate
books about deploying Forefront products. Although the authors get lots of
credit, there can be little doubt that we could not have even begun, much less
completed, this book without the cooperation (not to mention the permission) of
an incredibly large number of people.
It’s here that we’d like to take a few moments of your time to express our grati-
tude to the folks who made it all possible.
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With thanks…
To the folks at Microsoft Press who made the process as smooth as they possibly
could: Karen Szall, Devon Musgrave, and their crew.
To the TMG Product Team folks, especially to Ori Yosefi and David Strausberg,
for helping us by reviewing the Service Pack 1 chapter. To all our friends from CSS
Security, especially to Bala Natarajan for reviewing content.
From Yuri
First and foremost to God, for blessing my life, leading my way, and giving me
the strength to take on the challenges as just another step in life. To my eternal
supporter in all moments of my life: my wife Alexsandra. To my daughters who,
although very young, understand when I close the office door and say, “I’m really
busy.” Thanks for understanding. I love you, Yanne and Ysis.
To my friend Thomas Shinder, whom I was fortunate enough to meet three
years ago. Thanks for shaping my writing skills and also contributing to my
personal grown with your thoughts, advice, and guidance. Without a doubt,
these long months working on this project were worth it because of our amazing
partnership. I can’t forget to thank the two other friends who wrote the Microsoft
Forefront Threat Management Gateway Administrator’s Companion with me: Jim
Harrison and Mohit Saxena. They were, without a doubt, the pillars for this writing
career in which I’m now fully engaged. Thanks, guys. To, as Jim says, “da Boyz”:
Tim “Thor” Mullen, Steve Moffat, and Greg Mulholland. You guys are amazing.
Thanks for sharing all the tales.
To my friend Thomas Detzner and all ISA/TMG EMEA engineers (including the
great folks from PFE), thanks for sharing your knowledge and all the partnerships
that we have had over these years. I would also like to say thanks to all my friends
v
from Microsoft CSS Security (in Texas, North Carolina, and Washington) for shar-
ing experiences every day, with a special thanks to all the great engineers from
CSS India—you guys are the pillars of this team. Thanks for pushing me with
tough questions and concerns. To all the readers of my articles and blogs, thanks
for all the feedback that you guys share with me. If I keep writing in my spare
time, it is because I know you are reading it. To all the Forefront MVPs, keep up
the amazing job that you guys do. Last, but not least, to my buddies Mohit Kumar,
Alexandre Hollanda, Daniel Mauser, and Alejandro Leal, for your consistent sup-
port throughout the years.
From Tom
As Yuri does, I acknowledge the blessings from God, who took “a fool like me”
and guided me on a path that I never would have chosen on my own. The second
most important acknowledgement I must make is to my beautiful wife, Deb Shin-
der, whom I consider my hand of God. Without her, I don’t know where I would
be today, except that I know that the place wouldn’t be anywhere near as good as
the place I am now.
I also want to acknowledge my good friend Yuri Diogenes, my co-writer on
this project. Yuri really held this project together. I had just started working for
Microsoft and was learning about the ins and outs of the Microsoft system, and
I was also taking on a lot of detailed and complex projects alongside the writing
of this book. Yuri helped keep me focused, spent a lot of time pointing me in the
right direction, and essentially is responsible for enabling me to get done what I
needed to get done. I have no doubt that, without Yuri guiding this effort, it prob-
ably never would have been completed.
Props go out to Jim Harrison, “the King of TMG,” as well as to Greg Mulholland,
Steve Moffat, and Tim Mullen. You guys were the moral authority that drove us
to completion. I also want to give a special “shout out” to Mohit Saxena. His TMG
chops and sense of humor also helped us over the finish line.
Finally, I want to thank the operators of ISAserver.org and all the members of
the ISAserver.org community. You guys were the spark that started a flaming hot
career for me with ISA Server and then TMG. You guys are a never-ending inspira-
tion and a demonstration of the power of community and ways communities can
work together to solve hard problems and share solutions.
vi
Introduction
W hen we began this project, our intent was to create a real world scenario
that would guide IT professionals in using Microsoft best practices to
deploy Microsoft Forefront Threat Management Gateway (TMG) 2010. We hope
you find that we have achieved that goal. We’ve also included the main deploy-
ment scenarios for Forefront TMG, and we take a deep dive into the installation
process from the RTM version to the Service Pack 1 version.
This book provides administrative procedures, tested design examples, quick
answers, and tips. In addition, it covers some of the most common deployment
scenarios and describes ways to take full advantage of the product’s capabilities.
This book covers pre-deployment tasks, use of Forefront TMG in a Secure Web
Gateway Scenario, software and hardware requirements, and installation and
configuration, using best practice recommendations.
vii
to plan and deploy the product. The steps are based on a deployment scenario
for the company Contoso. As you go through the steps, you will also notice tips
for best practices implementation. At the end of each chapter, you will see an
“Administrator’s Punch List,” in which you will find a summary of the main admin-
istrative tasks that were covered throughout the chapter. This is a quick checklist
to help you review the main deployment tasks.
The book is organized into three chapters: Chapter 1, “Understanding
F orefront Threat Management Gateway 2010,” introduces you to the core con-
cepts of firewalls, perimeter protection, and proxies and guides you through
the use of Forefront TMG as a secure web gateway. Chapter 2, “Installing and
Configuring Forefront Threat Management Gateway 2010,” guides you through
the product’s installation and configuration. Chapter 3, “Deploying Forefront 2010
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Service Pack 1,” covers the new features of Service Pack 1 and describes how to
install and configure those features.
We really hope you find Deploying Microsoft Threat Management
ateway 2010 useful and accurate. We have an open door policy for email at
G
mspress.tmgbook@tacteam.net, and you can contact us through our personal
blogs and Twitter accounts:
■ http://blogs.technet.com/yuridiogenes and http://blogs.technet.com
/tomshinder
■ http://twitter.com/yuridiogenes and http://twitter.com/tshinder
viii
We Want to Hear from You
We welcome your feedback about this book. Please share your comments and
ideas through the following short survey:
http://www.microsoft.com/learning/booksurvey
Your participation helps Microsoft Press create books that better meet your
needs and your standards.
NOTE We hope that you will give us detailed feedback in our survey. If you
have questions about our publishing program, upcoming titles, or Microsoft
Press in general, we encourage you to interact with us using Twitter at
http://twitter.com/MicrosoftPress. For support issues, use only the email
address shown earlier.
ix
CHAPTER 1
Understanding Forefront
Threat Management
Gateway 2010
■ A History of Perimeter Protection 1
F orefront Threat Management Gateway (TMG) 2010 plays a key role in overall network
protection, helping to secure Web access and Web publishing. Forefront TMG has a
comprehensive set of features that goes beyond the traditional firewall role, focusing
more on the application layer and enhancing network-level protection.
1
Studies and reports showed that attacks emanating from internal networks were as dan-
gerous and destructive as those coming from the outside. To respond to such threats, ISA
Server 2004 was released, which used a new networking model in which no networks were
considered trusted. Out of the box, no network traffic could traverse the ISA 2004 firewall.
Only after the ISA firewall administrator explicitly configured firewall rules could traffic move
through the firewall. In addition, the concept of all networks being untrusted was extended to
VPN client connections, as well as site-to-site VPN gateway links.
Even more significant in the introduction of the ISA 2004 firewall was its ability to per-
form stateful packet inspection and application layer inspection over all connections to and
through the firewall. This meant that stateful packet inspection and application layer inspec-
tion was performed on outgoing connections, incoming connections, remote access VPN
connections, and site-to-site VPN connections. This powerful packet and application layer
inspection on all connections was the natural extension of the idea that “no networks can be
trusted.”
The next version of the ISA firewall, ISA Server 2006, was an upgrade focused on Web
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publishing, or what is often referred to as “reverse Web proxy.” New features, such as Kerbe-
ros-constrained delegation and advanced two-factor authentication methods, were included
in the 2006 version of the ISA firewall. However, little was done to advance the product’s
outbound access control and security feature set.
This state of affairs turns around significantly with the introduction of the latest version
of the Microsoft’s enterprise-grade firewall, Forefront Threat Management Gateway 2010. In
contrast to ISA 2006, major investments have been made to make Forefront TMG the pre-
miere outbound access control and Web security solution. These investments are seen in the
new features included with the Forefront TMG firewall, some of which include:
■ The Network Inspection System (NIS)
■ Outbound SSL Inspection (outbound SSL-to-SSL bridging)
■ Web anti-malware inspection (antivirus/anti-malware)
■ URL filtering
■ An Advanced Web Access Control policies wizard
These and other new features make Forefront TMG the ideal outbound access solution.
However, in contrast to ISA 2006, in which major investments (in terms of new reverse proxy
features) were made for inbound access control, very little has been done in Forefront TMG
in terms of improvements for inbound access control. The major exception to this is support
for the Secure Socket Tunneling Protocol (SSTP) for remote access VPN client connections
and the addition of NAP Integration. You will not see any other major changes in the Web or
Server Publishing features when moving from ISA 2006 to Forefront TMG.
The reason for Forefront TMG’s focus on outbound access control is that the majority of
inbound access (remote access) effort is going into the Microsoft Forefront Unified Access
Gateway (UAG) 2010. At this point in time, it is expected that Forefront TMG will be used
primarily for outbound access control and network firewall, and UAG will be used for inbound
access (remote access) control.
Network Firewall
As a network firewall, Forefront TMG provides protection for itself and for any network be-
hind the firewall. Forefront TMG uses advanced stateful packet and application layer inspec-
tion capabilities to help secure the traffic that moves to and through the firewall. This helps
ensure that both traditional network layer attacks that were popular in the past and the crop
SECURITY ALERT Many types of malware take advantage of SSL to hide them-
selves from network security device detection. Attackers are able to take advantage
of SSL to move malware into your network and private corporate data out of your
network, because most perimeter security devices are unable to evaluate the con-
tents of an SSL-encrypted session.
In both forward and reverse proxy scenarios the Forefront TMG firewall is able to per-
form application layer inspection to help ensure that there are no dangerous commands or
payloads in the communication. For forward proxy connections, Forefront TMG is able to take
advantage of its new Web anti-malware capabilities, as well as its URL filtering. Both forward
and reverse proxy scenarios benefit from SSL bridging, which helps prevent exploits from be-
ing hidden from within an SSL tunnel. Also, both forward and reverse proxy scenarios support
HTTP protocol inspection, which helps you control the HTTP commands and headers that are
allowed through the TMG Web application firewall.
for content on a Web server on a network protected by Forefront TMG. Forefront TMG inter-
cepts the request, evaluates it, and then, if it is acceptable, forwards it to the published Web
server. The Web server returns the response, Forefront TMG intercepts it, evaluates it, and
then, for content that is marked as cacheable, Forefront TMG will cache the content in memo-
ry, and subsequently on disk, and forward the response to the external requesting client.
Administrators Insight
T he end result of reverse caching is a bit different from that of forward caching
and adds different value. While forward caching reduces overall Internet band-
width usage and improves the overall end-user experience, reverse caching has little
effect on Internet bandwidth and no effect on the end-user experience. Instead,
reverse caching enables you to reduce the load on the published Web server, and,
in some scenarios, enables you to allow external users access to content on the pub-
lished Web server, even when the Web server is disabled or down for maintenance.
In addition, it can reduce the amount of bandwidth usage on networks between the
TMG firewall and the published Web servers.
Exchange Server. The Edge Transport Server role provides key features, such as connection
filtering and spam detection, while the Forefront Protection for Exchange (FPE) components
protect against malware or other dangerous code entering or leaving your network.
In addition to providing an on-premises solution for email hygiene, the Forefront TMG
S ecure Email Gateway role can inspect email moving both inbound to your corporate email
servers and outbound to other mail servers. Thus, the solution protects you from exploits
carried out by others and protects others from exploits that might originate within your
organization.
Administrator Insight
M any administrators have been told that the Exchange Edge Server role is not
supported on domain member machines. While this is a strong recommenda-
tion of the Exchange Server team, because the Exchange Edge Server doesn’t have
an advanced firewall installed on it, the scenario changes when the Exchange Edge
Server role is installed on the TMG firewall. In this case, it is safe to make the TMG
firewall that hosts the Exchange Edge Server role a domain member.
The following sections provide more detail about some of the features included in Fore-
front TMG that weren’t available in ISA Server.
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