Difference between revisions of "Setup Wizard"

From UntangleWiki
Jump to: navigation, search
(Setup Wizard - Step 1 - Configure the Server)
(Welcome Page)
 
(8 intermediate revisions by 2 users not shown)
Line 3: Line 3:
  
 
Once installed, the setup wizard can be repeated at any time and can be found in the NG Firewall GUI at Config > System > Support > Setup Wizard.
 
Once installed, the setup wizard can be repeated at any time and can be found in the NG Firewall GUI at Config > System > Support > Setup Wizard.
 +
 +
=== Welcome Page ===
 +
For versions 16.3 and newer the Setup Wizard begins with a welcome page. Choose to either create an Untangle account or login with an existing account to get started. Your Untangle account is free and is necessary to activate a trial or complete license on the device. Your account is also linked to [https://www.untangle.com/cloud/command-center/ Command Center], enabling you to remotely manage your Untangle appliances.
 +
 +
By logging in or creating your Untangle Account, the Add Appliance wizard opens automatically and includes the UID of your appliance. The Add Appliance wizard guides you through the remainder of the setup steps for your new NG Firewall appliance. See [https://support.untangle.com/hc/en-us/articles/115004175567-Adding-Untangle-appliances-to-Command-Center Adding Untangle Appliances to Command Center] for more details.
 +
 +
[[Image:Welcome_page.png|500px|center|Setup Wizard - Welcome Page]]
 +
 +
If your NG Firewall device is not connected to the Internet or requires specific configuration to connect, the wizard allows you to Configure the Internet Connection. If you are unable to connect to the Internet, you can continue with the local setup wizard defined by the following steps.
  
 
=== Language selection ===
 
=== Language selection ===
Line 17: Line 26:
 
=== Setup Wizard - Step 1 - Configure the Server ===
 
=== Setup Wizard - Step 1 - Configure the Server ===
  
The first step has you set a password for the administrator account and select a timezone. You can also set the admin email to receive alerts and reports. The installation type is optional.
+
The first step has you set a password for the administrator account and select a timezone. You can also set the admin email to receive alerts and reports. Select the installation type, which closest matches your deployment.
  
 
[[Image:setup_wizard_step1.png|600px|center|Setup Wizard - Step 1]]
 
[[Image:setup_wizard_step1.png|600px|center|Setup Wizard - Step 1]]
Line 23: Line 32:
 
=== Setup Wizard - Step 2 - Identify Network Cards ===
 
=== Setup Wizard - Step 2 - Identify Network Cards ===
  
The second step shows you the network cards. If this is a appliance from Untangle you can simply continue to the next step. If this is a third party appliance or a custom server, you should verify that the physical network cards are mapped to the correct (desired) interface.
+
The second step shows you the network cards. If this is an appliance from Untangle you can simply continue to the next step. If this is a custom server, verify that the physical network cards are mapped to the correct (desired) interface. You can verify connectivity by disconnecting or connecting the cable to the physical interface. The status icon changes immediately between grey or green to show the link state.  
 
 
[[Image:setup_wizard_step2.png|600px|center|Setup Wizard - Step 2]]
 
 
 
To determine that the physical network cards are mapped to the correct interface plug in one at a time and verify that it is in the correct position. For example, unplug all network cables from Untangle. Plug in the cable into the desired "External" physical network card. If the green light on "External" lights up then that physical network card is mapped to the correct interface. If the green light on another interface lights up, you should drag that device to the External interface using the arrow icon next to the device name. Alternative you can select the drop down on the device and choose the desired device. Once that is complete unplug all network cables and complete the process for all other interfaces.
 
  
 
[[Image:setup_wizard_step2_remap.png|600px|center|Setup Wizard - Step 2 Remapping]]
 
[[Image:setup_wizard_step2_remap.png|600px|center|Setup Wizard - Step 2 Remapping]]
Line 37: Line 42:
 
[[Image:setup_wizard_step3_dhcp.png|600px|center|Setup Wizard - Step 3 Auto]]
 
[[Image:setup_wizard_step3_dhcp.png|600px|center|Setup Wizard - Step 3 Auto]]
  
The default is ''Auto (DHCP)'' and the current automatically assigned address will be displayed if an address was successfully acquired. ''Auto (DHCP)'' is typical in home and small networks where ISPs provide no static addresses and DHCP is used to hand out addresses. Also, if Untangle is installed behind another device serving DHCP, this option can be used.
+
The default selection is ''Auto (DHCP)''. The automatically assigned address is displayed if an address was successfully acquired. Otherwise, click ''Renew DHCP'' to acquire an IP address. Click ''Test Connectivity'' to verify Internet access.
  
For larger networks ''Static'' configuration is preferred. In a static configuration, complete the ''Address'' ''Netmask'' ''Gateway'' and ''Primary DNS'' using values provided by your ISP.  
+
If your Internet connection requires a static IP address or uses PPPoE, select the appropriate option and enter the parameters assigned by your Internet Service Provider.
  
[[Image:setup_wizard_step3_static.png|600px|center|Setup Wizard - Step 3 Static]]
 
 
However, If Untangle is being installed behind another firewall doing NAT the ISPs public address should not be used. It is common to use the gateway's IP plus one. For example if if 192.168.1.1 is the gateway for Untangle you can use 192.168.1.2 for the address for Untangle and 192.168.1.1 as the gateway.
 
 
Some ISP's provide connectivity via ''PPPoE.'' In this case, select ''PPPoE'' and provide the ''PPPoE'' username and password.
 
 
''Note:'' If the network settings are blank, and there is no network connectivity, ensure that a network cable is connecting your modem to your Untangle appliance. Sometimes it is necessary to restart the modem so that the network settings are visible.
 
 
=== Setup Wizard - Step 4 - Internal Network Interface ===  
 
=== Setup Wizard - Step 4 - Internal Network Interface ===  
  
Line 73: Line 71:
 
=== Setup Wizard - Step 5 - Configure Automatic Upgrade Settings ===  
 
=== Setup Wizard - Step 5 - Configure Automatic Upgrade Settings ===  
  
In the fifth step ''Automatic Upgrades'' are configured. If Automatic Upgrades is enabled will automatically check for new versions and upgrade automatically between 1am and 2am every morning.
+
In the fifth step ''Automatic Upgrades'' are configured. If Automatic Upgrades is enabled, NG Firewall automatically checks for new versions and performs the upgrade between 1am and 2am every morning. You can adjust the upgrade schedule after the setup is complete from the [[Upgrade Settings]].
 +
 
 +
This step also includes an option to manage the appliance from [https://www.untangle.com/shop/command-center/ Command Center].
  
 
[[Image:setup_wizard_step5.png|600px|center|Setup Wizard - Step 5]]
 
[[Image:setup_wizard_step5.png|600px|center|Setup Wizard - Step 5]]
Line 81: Line 81:
 
That's it!
 
That's it!
  
[[Image:setup_wizard_step6.png|600px|center|Setup Wizard - Congratulations]]
+
[[Image:setup_wizard_step6.png|400px|center|Setup Wizard - Congratulations]]
  
The next step is installing the desired applications and possibly further tuning the configuration of your Untangle server, then actually dropping Untangle into the network if it is not already in place.
+
The next steps include registration and installing the desired apps and possibly tuning the configuration of your Untangle NG Firewall.
  
Remember, the setup wizard can be repeated at any time. In Config > System > Support, click ''Setup Wizard''.
+
Note that the setup wizard can be repeated at any time in Config > System > Support, click ''Setup Wizard''.

Latest revision as of 03:24, 11 June 2021

The Setup Wizard will open automatically when Untangle first boots. If you do not have a keyboard/mouse/video connected to the Untangle server, the Setup Wizard can be reached by plugging into a DHCP-configured laptop into the internal interface opening a browser to http://192.168.2.1/.

Once installed, the setup wizard can be repeated at any time and can be found in the NG Firewall GUI at Config > System > Support > Setup Wizard.

Welcome Page

For versions 16.3 and newer the Setup Wizard begins with a welcome page. Choose to either create an Untangle account or login with an existing account to get started. Your Untangle account is free and is necessary to activate a trial or complete license on the device. Your account is also linked to Command Center, enabling you to remotely manage your Untangle appliances.

By logging in or creating your Untangle Account, the Add Appliance wizard opens automatically and includes the UID of your appliance. The Add Appliance wizard guides you through the remainder of the setup steps for your new NG Firewall appliance. See Adding Untangle Appliances to Command Center for more details.

Setup Wizard - Welcome Page

If your NG Firewall device is not connected to the Internet or requires specific configuration to connect, the wizard allows you to Configure the Internet Connection. If you are unable to connect to the Internet, you can continue with the local setup wizard defined by the following steps.

Language selection

Before you begin the setup wizard, select your preferred language.

Setup Wizard - Select language

Setup Wizard - Welcome

The next screen simply welcomes you to the Setup Wizard. Click next to continue.

Setup Wizard - Welcome

Setup Wizard - Step 1 - Configure the Server

The first step has you set a password for the administrator account and select a timezone. You can also set the admin email to receive alerts and reports. Select the installation type, which closest matches your deployment.

Setup Wizard - Step 1

Setup Wizard - Step 2 - Identify Network Cards

The second step shows you the network cards. If this is an appliance from Untangle you can simply continue to the next step. If this is a custom server, verify that the physical network cards are mapped to the correct (desired) interface. You can verify connectivity by disconnecting or connecting the cable to the physical interface. The status icon changes immediately between grey or green to show the link state.

Setup Wizard - Step 2 Remapping

Setup Wizard - Step 3 - Configure The Internet Connection

The third step configures your External (WAN) interface.

Setup Wizard - Step 3 Auto

The default selection is Auto (DHCP). The automatically assigned address is displayed if an address was successfully acquired. Otherwise, click Renew DHCP to acquire an IP address. Click Test Connectivity to verify Internet access.

If your Internet connection requires a static IP address or uses PPPoE, select the appropriate option and enter the parameters assigned by your Internet Service Provider.

Setup Wizard - Step 4 - Internal Network Interface

The fourth step will configure your "Internal" interface (and DHCP server and NAT configuration.) There are two choices.

Setup Wizard - Step 4

You can configure the internal interface with private static IP address (ie 192.168.2.1) and enable DHCP serving and NAT (Network Address Translation) so all internal machines will have private addresses and share one public IP. This is commonly referred to as Router mode.

You can also configure the internal interface to be bridged to the external. In this mode the internal interface does not have its own address and is simply shares the External's address. This is commonly referred to as Transparent Bridge mode.

Router

In Router mode, Untangle will be the edge device on your network and serve as a router and firewall. In this case you'll need to set up your External and Internal interfaces correctly for traffic to flow, which should have been done while installing.

Untangle in Router mode

Transparent Bridge

In Transparent Bridge mode, Untangle is installed behind an existing firewall and sits between your existing firewall and main switch. When in Bridge mode Untangle is transparent, meaning you won't need to change the default gateway of the computers on your network or the routes on your firewall - just put the Untangle between your firewall and main switch and that's it. You do not change the configuration of existing clients or the existing firewall!

Untangle in Bridge mode

Setup Wizard - Step 5 - Configure Automatic Upgrade Settings

In the fifth step Automatic Upgrades are configured. If Automatic Upgrades is enabled, NG Firewall automatically checks for new versions and performs the upgrade between 1am and 2am every morning. You can adjust the upgrade schedule after the setup is complete from the Upgrade Settings.

This step also includes an option to manage the appliance from Command Center.

Setup Wizard - Step 5

Setup Wizard - Finished

That's it!

Setup Wizard - Congratulations

The next steps include registration and installing the desired apps and possibly tuning the configuration of your Untangle NG Firewall.

Note that the setup wizard can be repeated at any time in Config > System > Support, click Setup Wizard.