Portnox v3.3 - Getting Started Guide
Portnox v3.3 - Getting Started Guide
Portnox v3.3 - Getting Started Guide
STARTED GUIDE
Version 3.3
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Introduction ....................................................................................................................................... 4
My Network .................................................................................................................................. 6
Authentication ............................................................................................................................ 24
Introduction
This manual is intended to be a guide for the quick installation and basic configuration of the
portnox system. It is recommended that installation & configuration of portnox on your
networks would be performed by a competent IT professional. portnox is a prolific,
accommodating and flexible software. This manual outlines the steps for quick installation in
order to monitor the representative switch in your network.
• Help you to create and enforce an access policy for legitimate devices
The goal of this manual is to provide you with the required steps to complete a successful
portnox installation and basic configuration. Please keep in mind that portnox has multiple
installation steps, and that this is only the initial step of implementation on your network. Upon
its completion, it is recommended to continue to implement and customize additional functions
of portnox. Please refer to the portnox CORE user manual for more details.
Please note!
Portnox CORE is in transition to a Next Generation user experience and therefore some of the
functionality may only appear in Portnox Classic UI.
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There are several issues to consider before and during the installation portnox. The following
points will guide you through building your basic implementation plan.
Recommendation:
It is best to start with basic configuration. It should be working in ‘monitoring
mode,’ using standard authentication of IP devices.
Prior to installation, it is advised to outline the tasks associated with the implementation of the
portnox in your network.
My Network
1
• Decide where to start, and which access layer (network
switch) to address first
3 Installing portnox.
My First Switch
7 Authentication
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Subsequent to the completion of the first stage of the implementation, you could repeat
the above steps with additional access layers of your network, and use more of portnox
options.
My Network
Regardless of the size and breadth of your network, it is advised to separate the installation into
several steps. Your network could be a small network, composed of just a few switches and a
router or, a larger enterprise network. It might be a standard LAN, wireless LAN, WAN based
and so on. It could be using public and private cloud (external) services, virtual servers, it could
be VoIP enabled and there could be more than “the eye can see”.
It is best to start with a representative sample of your main network segment, part of a regular
LAN. You can address your backbone or other parts of the network later.
Recommendations:
Choose an insignificant part of the network (i.e. switch) to start installation. (If a mistake is
made, it will have little or no impact on the network.)
Start with one switch on your users' network. (Up to 100 ports would be reasonable starting
point e.g. four switches of 24 ports).
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Set SNMP traps to be sent over to the portnox server. These are
needed for real time notification of events.
Provided below are the details of a basic installation with one server only during the initial
phase of the installation. The database or the presentation layer may be separated to different
servers later on.
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Installation Prerequisites
Be sure that you have these technical aspects:
portnox Server
Windows 2012 or Windows 2012 R2
Or
Additional considerations:
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1. Click the setup.exe file. The setup preparation dialog will appear:
Note: Prior to installing the portnox server, the portnox installation process will attempt to install any missing
component that is required for its operation
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5. Accept the license agreement and click next. The Setup Type dialog will appear:
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7. Type and then retype the password for your portnox admin user. You will use this user
ID and the password later on to access the portnox web console.
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9. In the all-in-one server installation, keep all of the default settings, and click next.
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10. Click next. Please wait for the portnox setup to complete its task.
This process will take a few more minutes.
11. Upon the completion of the portnox installation, restart the server. Following the restart of
your computer, all portnox services should be running.
Note: In addition to the portnox main application, several dedicated utilities will be installed to later assist you
with the implementation process.
Desktop Utilities
portnox Web Console – It enables access to the portnox web management interface. (Additional
functionalities of the portnox Web Console are detailed in The portnox User Guide).
portnox Monitor – It monitors and controls all the portnox services. (Additional functionalities
of the portnox monitor are detailed in the portnox User Guide).
OS Fingerprint – It enables you to define signatures for special devices. (For more information on
the OS Fingerprint utility, refer to the portnox User Guide)
Deployment Helper – It assists in the deployment and the management of the portnox
application as well as the managed assets such as - switches, ports and other devices. (The
deployment helper will be addressed in this guide later on).
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Initial Configuration
Now that you have completed the installation of portnox, it is time for configuration.
• Replace %servername% with the IP address or hostname of the server that portnox is
installed on
Note: The management console port that was set during installation might be different than the one mentioned
above. If you chose and accept the defaults during the installation, the port number should be: 8756.
Use the portnoxadmin user name and the password you have set during installation, and click
“login”.
Once you have logged in, a clean dashboard will appear. Portnox will not show or act prior to the
configuration of network elements.
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My First Switch
First step is to configure a switch under Network menu
Recommendation:
Review Appendix 1 for verification of switch communication and that portnox receives trap events from the
switch prior to defining the switch.
• The port numbers used as uplinks to other switches, (Ex. ports 01 & 24).
Note: For a successful implementation, it is MANDATORY to identify all uplinks defined on the switch.
Portnox use AI logic to automatically identify uplink ports but it is important to monitor it closely on the first few
switches added to a new deployment.
Failing to do so will result in errors (mainly, duplicate MAC addresses). This item is discussed in further details in
the ‘Define Uplinks’ section.
To define a switch, go to Network in the bar at the top of the page and do the following:
1. Click the button -> add entity page appears in the Network page.
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Hive At this stage you should use the predefined hive: Entire network
Note: There are additional and more advanced configuration options available however, those are not covered in
this document.
Press + SNMP
At this stage the switch has been defined and added to Portnox.
In case you encounter errors in this stage, this might suggest switch compatabiity issues –
please refer to portox support web site for further documentation or support ticket.
Define Uplinks
Identifying uplinks in your environment is crucial for the success of the portnox installation.
This step determines which port at the switch will be used to connect to other switches. At this
step, define this port accordingly.
In most cases Portnox will automatically identify uplinks and you can skip this step.
It is important to view the presentation of the switch and locate any multiple devices port.
Review each port within to determine which ports need to be defined as uplinks.
Note: For additional settings that can be defined for each port please refer to the User Manual.
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To interact with the switch, navigate to the NAS VIEW page under the NAS menu, and complete
the following:
1. The switch details and all its ports are displayed enabling a view of their status.
2. Since no IP helpers have been defined yet, most ports will be displayed as active and
invalid and be highlighted in red.
3. Clicking on a specific port will open the Port Details pane and if a device is connected on
that port it will also open the Device Details pane
4. Right-click on any port to see the options available. Click ‘disable’ on unused ports. Verify
that the port color turns gray (this indicates the operation was successful).
Note: Disable / Enable / Set VLAN commands and administrative tasks are available at the GUI level, but will be
successfully executed only if the switch SNMP write access is supplied.
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Identifying Devices
In order to interact with a device, portnox must have the following three elements:
When portnox server is physically connected to a standard Layer 2 switch, it gains information
about all the ports from the switch and MAC addresses of the devices connected to it. The
portnox application attempts to match every port and MAC address to a corresponding IP
address. This can be accomplished using one or both of the identification methods described
below.
Recommendations:
• Using the Deployment Helper, perform an inspection and validation for the chosen IP
Helper .
• Access the Deployment Helper tool and select the IP helper tab for TELNET/SSH based
devices or SNMP tab for SNMP based devices tab:
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Note: If all IP helpers are similar, there is no need to switch over to the deployment helper for validation. You
can submit the configuration directly at the web console level.
Using an "IP Helper” (this term has nothing to do with DHCP): An “IP Helper” is a layer 3
device that best represents devices on their associated VLAN. For example, a default
gateway router would best represent the workstation VLAN; a PBX server would best
represent IP phones network devices; and a print spooler would best represent the printer
network. You could also consider using a standard layer 3 switch, a firewall, etc.
• The IP address and access credentials of the IP helpers you wish to use.
portnox will connect the IP helpers to receive the local ARP table, using a supported CLI
(Command Line Interface) Protocol; SSH, TELNET or SNMP.
Example: An ARP command IP -MAC address coupling by a regular user (not admin / root):
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Transport type The method used to connect the IP Helper - SNMP, SSH or TELNET.
ARP table The command required to retrieve the ARP table from the ARP agent.
command
Optional: a prompt during an authentication process which indicates
Prompt
that the device is ready to receive the next command.
Note: Additional (advanced) settings for each IP helper are not covered within this document.
Finally, to define an IP helper for use, go to Network in the bar at the top of the page and do the
following:
1. Click the button -> add entity page appears in the Network page.
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Note: There are additional and more advanced configuration options available however, those are not covered in
this document.
Press + TRANSPORT
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2. Click on any of the ports that are not colored black or defined as uplink.
3. Verify that the devices all have their basic information displayed: MAC address, IP
address and a network name (optional).
Note: If an IP address is missing, the port will be displayed as ‘missing IP’. To resolve a ‘missing IP’, validate
your settings and assure there is connectivity to the IP Helper (as previously defined).
Note: A missing IP may also be related to an additional VLAN found on the switch that the IP helper does not
display. (ex. static IP addresses with no default route, APIPA address, etc.)
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Authentication
Upon the completion of the portnox identification for connected devices, each device will need
to be authenticated. There are several authentication methods to service groups of devices or
ports.
• SNMP based authentication – portnox verifies the device using a SNMP community and
object identifier. This should be the preferred method for authenticating printers and
network devices on your network.
• SSH based authentication – portnox verifies the device over SSH transport. This should
be the preferred method for authenticating UNIX and Linux based machines on your
network.
In addition to the above examples of authentication methods, portnox supports several more
unique cases:
• Resident – There might be some exceptional devices on your network that can't be
authenticated with the above methods (ex. IP coffee machine, time attendance device, etc).
In such cases, you can define the device as a resident. This definition allows portnox to
lock the device’s MAC address with the port or VLAN it is connected to, requiring no
additional information for authentication (besides the device’s MAC address).
• Rex – There are devices and/or ports that portnox should monitor and audit, but never
block. These might be devices with high access value, such as firewalls or laptops used by
administrators. Such devices can be marked as rex. portnox will not apply any security
policies to these devices. It is also possible to mark a port as a rex port and portnox will
not apply any security policy to such ports.
Recommendations:
• The usage of the advanced options (domain, SNMP, SSH, etc.) is always the preferred
method of authentication. The use of a weaker option, such as residents (MAC address) is
acceptable only in cases where there is no other option available.
Ex. Enabling the SNMP daemon on a printer will aid in avoiding the use of MAC based
authentication for that device.
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• A list of device types and their preferred method of authentication. The table below
illustrates a few examples:
Printers SNMP
FW Rex
Note: There are 20 different authentication options for use with portnox. Please review the portnox user guide for
more information.
1. Navigate to the Security menu -> BUILDING BLOCKS -> Authentications page.
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6. Click Save & Close. (to add this method to the list of authentication methods).
Note: Prior to adding additional authentication methods, verify that recently defined method works properly. To
do so, configure a basic security policy.
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This basic security policy will monitor and send an email if an alert is triggered. It will not
however, initiate or perform enforcement of any kind (i.e. block, disable etc.).
portnox implements security policies by using ‘rule sets,’ which are combinations of various
authentication rules, events and actions. When there are several rules in a ‘rule set’, the device
has to "pass" at least one of them to be authenticated.
1. Navigate to the Security menu -> POLICY -> Access Rules page.
4. Click Save & Close. (to add this rule to the effective policy).
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2. Navigate to the NAS VIEW page under the NAS menu and select the switch on which the
device is connected
3. Click on the device port to expand the view - port and device details are displayed
4. Reflecting ports of the devices that are now authenticated by the ms domain, should be
green (status: authenticated).
The ports of the devices that are not authenticated by the ms domain should be red, indicating a
rogue device alert.
1. Navigate to the Security menu -> BUILDING BLOCKS -> Authentications page.
Click Save & Close to add this method to the list of authentication methods.
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5. Click Save & Close to add this method to the list of authentication methods.
1. Navigate to the Security menu -> POLICY -> Access Rules page.
4. Click Save & Close. (to add this rule to the effective policy).
1. Navigate to the NAS VIEW page under the NAS menu and select the switch on which the
device is connected
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2. Click on the device port to expand the view - port and device details are displayed
3. Reflecting ports of the devices that are now authenticated by the SNMP and SSH
authentication methods. should be green (status: authenticated).
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Resident devices are part of a resident group. Resident groups are locked to a specific switch-
port / vlan / hive / location / block list (automatically blocked – blacklist)
To configure a device to be resident, first you create the relevant resident group (unless using
an existin one):
1. Navigate to the Security menu -> WHITE LISTS -> Resident page.
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3. Fill the required details fore resident group: Name, Lock to (e.g. vlan), specific
vlan/hive/location .
optionaly you can also select devices here or later from nas-view as explained below.
5. Assign a device to resident group : Navigate to the NAS VIEW page under the NAS menu
and select the switch on which the device is connected
6. Click on the device port to expand the view - port and device details are displayed.
8. select ‘Set Resident’ and choose the resident group you have created.
As the basic authentication methods have now been defined and verified, compliance rules
must go through the same process.
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2. Click the button -> add new security model page appears
4. In the Products to check select the product to verify with compliance check.
you can also choose specific Failure event and what Action to trigger.
5. Click Save & Close. (to add this rule to the effective policy).
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Note: The new compliance model defined above should be used in a policy rule along with a windows
authentication scheme and will apply only to windows hosts
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2. Click the button to edit existing rule or click the button to create new rule ->
add new reaction page appears
3. Select Hive / Vlans / Locations and Event to trigger this reaction rule.
e.g. make sure it includes events: unauthorized hub and rogue device
4. In the same dialog, check the email checkbox and configure email address for alerts.
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5. Click Save & Close. (to add this rule to the effective policy).
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1. Access Settings page from the Settings toolbar icon ti enable viewing and defining
various Portnox CORE global settings.
SMTP server The SMTP server address that alerts will be sent.
The email address to which the alerts will be sent. (It is possible to specify
To
more than one email address to be separated by semicolon).
From The address from which the alerts email will be sent from.
Syslog server IP address of a syslog server to which events will be sent (optional).
4. Click Save.
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1. Navigate to the NAS VIEW page under the NAS menu and select the switch on which the
device is connected
Connect a device you know will not match any Rogue event to the device connected.
of the authentication profiles configured.
Enable an additional network adapter on a Does not comply event with the device.
workstation (ex. Wireless or Bluetooth
interface)
Unset the resident group – set the resident Not authenticated event to the device.
device to the ‘none’ group.
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While adding more sections of the network, the more advanced features of portnox can be used
as in the previous parts, being implemented in the monitor mode.
1Network hive stands for a logical group of network elements. Using hives will allow you to
implement hierarchal structure of your network elements
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You will need to verify that portnox is communicating and receiving events from a switch, and
then verify that the SNMP traps on the switch have been configured. If not, it is recommended
to configure SNMP traps.
The following example is based on the Cisco Catalyst 2960 switch that operates in SNMP v2
mode. The following is designed to operate on most Cisco access switches, yet your use may
vary. For other switch vendors, check the documentation for the execution of a similar
command set.
Verify that the portnox server is receiving those traps by performing the following:
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2. Locate the Event Information tab (you will see all the events that are received by portnox).
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3. Attach a device to the switch and verify you receive a "link up" event.
Note: In some cases where spanning-tree is configured at the switch level and no port-fast is configured; it may
take few seconds to receive a trap message.
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