How to change the SGOS license from MACH5 Edition to Proxy Edition

Products

ProxySG Software - SGOS

Issue/Introduction

This tech articles addresses the steps involved for modifying the license type (Proxy or MACH5 edition) of proxy appliances.

Resolution

You must first reset the ProxySG to factory default settings using the following CLI command from enable mode:

proxy#restore-defaults factory-defaults

Next, run through the Initial Configuration Wizard once again, this time making sure to select Proxy Edition.

1. ProxySG Initial Security Configuration

Connect to your appliance via serial connection using a preferred SSH/telnet tool.

2. Run the Configuration Wizard

Press the Enter key three times to activate the configuration wizard.
----------------------Configuration Start-------------------------------
Welcome to the Blue Coat ProxySG configuration wizard.
This appliance's serial number: 0123456789

     --------------------------------------------------------------------
     You can get field help by entering a question mark ? in the fields.
     You can move backwards through the steps by pressing the UP arrow.
     You can exit the wizard without saving your entries by pressing ESC.
     --------------------------------------------------------------------

Step 1.: How do you plan to configure this appliance?
     a) Through manual setup
     b) Through a Director-managed setup
        Your choice: []

3. Select manual setup [a].

4. In step 2, press Enter to select the default selection [b].

5. In the next screen, press Enter to select the default selection [2].

Welcome to the SG Appliance Setup Console
---------------------- (page 1 of 5) --------------------------
      Press at any time to return to the main menu

Setup mode: Manual

DIRECTIONS:

     Please enter the IP addresses for the SG Appliance.
     The following interfaces are available for configuration:
         1. Interface 0:0 (no link)
         2. Bridge passthru-1 (WAN: link, LAN: link)

Enter interface number to configure [2]:

6. For the next question, press Enter to select the default option [No].

7. Enter network information.

After you have entered all of the network setup questions, the setup console wizard asks whether

you want to make any changes.

IP address [0.0.0.0]: x.x.x.x
IP subnet mask [0.0.0.0]: x.x.x.x
IP gateway [0.0.0.0]: x.x.x.x
DNS server [0.0.0.0]: x.x.x.x

You have entered the following IP addresses:

IP address: x.x.x.x
IP subnet mask: x.x.x.x
IP gateway: x.x.x.x
DNS server: x.x.x.x

would you like to change any of them? Y/N [N]

If you want to make a change, press the Y key to restart the sequence of questions. Otherwise, press the N key.

8. The wizard prompts for a username and passwords for the console account. The account gives you

privileges to administer the ProxySG. The username and passwords are case-sensitive.

---------------------- (page 2 of 5) --------------------------
Press at any time to return to the main menu

DIRECTIONS: 

The console username, password and enable password
are special administrative credentials which can be used to log in
to the command line interface or web management interface.

WARNING - The console password and enable password are not defined.
The system cannot start up until these are defined.
You must configure the console user account now.

Enter console username[admin]:

For console username, press Enter to accept the default selection [admin].

Confirm the console and enable passwords.

9. When the setup wizard asks whether you want to secure the serial port, press the N key (as applicable).

Important: If you secure the serial port, the ProxySG asks you for a password every time you access the serial console. This increases security, but if you lose your password, you are unable to access the serial console.

10. Next, the setup wizard asks whether you want to restrict administrative access to a specific workstation. Press the N key to allow any IP address to access the ProxySG (as applicable).

11. The next screen provides the option for establishing your device as either a Proxy Edition or MACH5 edition device.

---------------------- (page 4 of 5) --------------------------
Press at any time to return to the main menu

DIRECTIONS: 

An SG can have a MACH5 Edition or Proxy Edition license.
The SGOS MACH5 Edition is designed to optimize and secure WAN 
networks being used in Application Delivery Networks (ADN). The 
MACH5 Edition does not include all of the security and control 
features included in the Proxy Edition. All SGOS MACH5 Edition Edition features,
including ADN optimization, are available in the Proxy Edition.

It is important to note that a downgrade from Proxy Edition to MACH5 Edition
will result in a loss of configuration.
And an upgrade from MACH5 Edition to Proxy Edition may require 
some configuration settings to be changed.

A new SG will run with a 60 day trial period prior to installing a license.
Only one of MACH5 Edition or Proxy Edition can be chosen during the trial period.

Which SGOS license edition would you like to use during the trial period?
M)ACH5 Edition
P)roxy Edition
Choose Edition [Proxy]: Proxy Edition

You have chosen Proxy Edition as the trial edition.

Would you like to change it? Y/N [No]

Conduct your selection (in this case MACH5) and press the Enter key.

When asked if you would like to change your selection, press Enter to select NO.

12. You have completed the initial setup. The ProxySG will be available to the network within 15 to 60

seconds, depending on the ProxySG model that you are using. You should see a screen similar to this:

---------------------- (page 5 of 5) --------------------------
DIRECTIONS:

The SG Appliance has been successfully configured
to use IP address: "x.x.x.x"

You can connect to the command line interface or
web interface to perform additional management tasks.