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Upgrading Content Gateway to v7.8.x
Upgrading Content Gateway to v7.8.x
Deployment and Installation Center | Web Security Solutions | Version 7.7.x and earlier
This section provides upgrade instructions for software-based Websense Content Gateway installations.
 
Note 
Perform an upgrade by running the Content Gateway installer on a machine with a previous version of Content Gateway installed. The installer detects the presence of Content Gateway and upgrades it to the current version.
Versions supported for direct upgrade to v7.8.1
Direct upgrade to Content Gateway v7.8.1 is supported from v7.7.0 and v7.7.3. Upgrades from earlier versions require intermediate upgrades:
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Important 
To perform an intermediate upgrade, download the installer package for that version from the Websense Downloads site.
System requirements
Before upgrading Content Gateway, make sure the installation machine meets the system requirement outlined in System requirements for Websense Content Gateway, including hardware specifications, operating system, and browser.
Upgrading distributed components
Websense Content Gateway is the web proxy component of Websense Web Security Gateway and Websense Web Security Gateway Anywhere. Several Web Security components must be upgraded prior to upgrading Content Gateway. Distributed components must be upgraded in a particular order. See Upgrading Websense Web Security Solutions.
Preparing to upgrade
There are several large and important changes beginning in version 7.8.2. Please read the 7.8.3Release Notes before starting the upgrade.
SSL support
SSL support is rearchitected in version 7.8. Most SSL configuration settings are saved and applied to the upgraded Content Gateway.
During upgrade:
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SSL inbound*.log and outbound*.log files are deleted. After upgrade, transaction logging is sent to extended.log or squid.log when the logging subsystem is configured for "Log Transactions and Errors" or "Log Transactions Only". Otherwise, logging is sent to content_gateway.out.
Before upgrading:
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2.
3.
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User authentication
The upgrade process converts existing Multiple Realm Authentication rules into equivalent Rule-Based Authentication rules, with some important changes in structure.
Consolidated credential caching
There is one credential cache for both explicit and transparent proxy mode, and one Global Authentication Options page for setting the caching method and Time-To-Live.
During upgrade:
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Integrated Windows Authentication (IWA)
After upgrade, always check and, if necessary, rejoin IWA domains.
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Important 
Features to configure after upgrade
You may want to review and configure the following enhanced features post-upgrade.
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Upgrading Websense Content Gateway
Content Gateway runs on Websense full policy source, user directory and filtering, and filtering only appliances (all of which should already have been upgraded at this point).
Content Gateway is also:
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Certified on Red Hat Enterprise Linux, updates 4 and 5
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Supported on Red Hat Enterprise Linux and CentOS 6, updates 0, 1, 2, 3, 4, and 5
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To display the kernel version installed on your system, enter the command:
/bin/uname -r
If you have software instances of Content Gateway, make sure the host system meets the following hardware requirements before upgrading:
 
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Must not be part of a software RAID
In addition, to support transparent proxy deployments:
 
Next, choose your upgrade procedure:
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For Content Gateway v7.7.x hosted on Red Hat Enterprise Linux 6 series, see the section "Content Gateway: RHEL 6 upgrade instructions" below.
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For Content Gateway v7.7.x hosted on Red Hat Enterprise Linux 5 series, see the section "Content Gateway: Upgrade Red Hat Enterprise Linux 5-series to 6-series during the Content Gateway upgrade" below.
Content Gateway: RHEL 6 upgrade instructions
This section describes upgrading Content Gateway v7.7.x to v7.8.x on your pre-existing Red Hat Enterprise Linux 6 host. If you are also upgrading Red Hat Enterprise Linux 5 to Red Hat Enterprise Linux 6, see the section "Content Gateway: Upgrade Red Hat Enterprise Linux 5-series to 6-series during the Content Gateway upgrade" below.
 
Important 
At the beginning of the upgrade procedure, the installer checks to see if the partition that hosts /opt has enough space to hold a copy of the existing Content Gateway log files (copied to /opt/WCG_tmp/logs). If there's not enough space, the installer prints an error message and quits.
In this situation, if you want to retain the log files you must copy the contents of /opt/WCG/logs to a location that has enough space, and then delete the log files in /opt/WCG/logs.
When the upgrade is complete, move the files from the temporary location back to /opt/WCG/logs and delete the files in the temporary location.
 
Note 
If you have multiple Content Gateway instances deployed in a cluster, you do not have to disable clustering or VIP (if used). As each member of the cluster is upgraded it will rejoin the cluster.
 
1.
When the upgrade is complete, return to the Configure > My Proxy > Basic page, enable Data Security, and restart Content Gateway. Then, navigate to the Configure > Security > Data Security page and confirm that automatic registration was successful. If it was not, manually register with Data Security.
2.
su root
3.
For example, if you are running IPTables:
a.
At a command prompt, enter service iptables status to determine if the firewall is running.
b.
c.
4.
Download the Content Gateway version 7.8.x installer from mywebsense.com and save it to a temporary directory. For example, place it in:
/tmp/wcg_v78
5.
cd /tmp/wcg_v78
tar -xvzf <installer tar archive>
 
Important 
6.
7.
./wcg_install.sh
Respond to the prompts.
Content Gateway is installed and runs as root.
 
Note 
8.
Error: Websense Content Gateway v7.8.x on x86_64 requires several packages that are not present on your system.
Please install the following packages: <list of packages>
If you are connected to a yum repository you can install these packages with the following command:
yum install <list of packages>
See the Websense Technical Library (www.websense.com/library) for information about the software requirements for x86_64 installation.
You may run into this error because 32-bit packages were required for v7.7.x and 64-bit libraries are required for v7.8.x.
To make it easier to install the needed packages, the Content Gateway distribution includes a Linux "rpm" containing the needed packages. To install its contents, ensure that the operating system has access to the Red Hat Linux distribution library (for example the DVD), and enter:
yum install wcg_deps-1-0.noarch.rpm
Upon successful completion, a list of updated packages is displayed and then the word "Complete!".
Here is an example of a system resource warning:
Warning: Websense Content Gateway requires at least 6 gigabytes of RAM.
Do you wish to continue [y/n]?
Enter n to end the installation and return to the system prompt.
Enter y to continue the upgrade. You should not install or upgrade on a system that does not meet the minimum requirements. If you choose to run Content Gateway after receiving a system resource warning, performance and stability may be affected.
9.
Read the subscription agreement. At the prompt, enter y to accept the agreement and continue the upgrade, or n to cancel.
Do you accept the above agreement [y/n]? y
10.
WCG version 7.7.n-nnnn was found.
Do you want to replace it with version 7.8.x-nnnn [y/n]? y
11.
Stopping Websense Content Gateway processes...done
Copying settings from /opt/WCG to /root/WCG/OldVersions/7.7.0-1418-PreUpgrade/...done
Zipping configuration archive...done
Moving log files from /opt/WCG/logs to /opt/WCG_tmp/logs/...done
12.
Previous installation selections </root/WCG/Current/WCGinstall.cfg> found.
Use previous installation selections [y/n]?
Enter y to use previous installation selections.
Enter n to revert to Websense default values, and receive all installation questions and answer them again.
13.
If you answered y at Step 11, then you can also leave proxy settings at their current values or revert to Websense default values (which perform a fresh install!).
Restore settings after install [y/n]?
Enter y to keep the proxy settings as they are.
Enter n to restore Websense default settings for the proxy.
Caution: If you answer n (no), the current installation of Content Gateway is removed, and a fresh install of 7.8.x begins. See Installing Websense Content Gateway for a detailed description of the installation procedure. This is not an upgrade, but rather a fresh install.
14.
*COMPLETED* Websense Content Gateway 7.8.x-nnnn installation.
A log file of this installation process has been written to
/root/WCG/Current/WCGinstall.log
For full operating information, see the Websense Content Gateway Help system.
Follow these steps to start the Websense Content Gateway management interface (Content Gateway Manager):
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1. Start a browser.
2. Enter the IP address of the Websense Content Gateway server, followed by a colon and the management interface port (8081 for this installation). For example: https://11.222.33.44:8081.
3. Log on using username admin and the password you chose earlier.
A copy of the CA public key used by the Manager is located in /root/WCG/.
15.
If you chose to revert to Websense default proxy settings, be sure to configure any custom options.
16.
/opt/WCG/WCGAdmin status
All services should be running. These include:
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Important 
To finish the upgrade, be sure to perform the post-upgrade instructions at the end of this document.
Content Gateway: Upgrade Red Hat Enterprise Linux 5-series to 6-series during the Content Gateway upgrade
Content Gateway versions 7.7.x run on Red Hat Enterprise Linux 5-series and 6-series.
Content Gateway version 7.8.x runs on 64-bit, Red Hat Enterprise Linux 6-series only.
Use the following procedure to upgrade the host operating system while upgrading Content Gateway. Read it completely before beginning the process.
 
Important 
If you want to retain the existing Content Gateway log files (in /opt/WCG/logs), determine their total size, identify a location on your network that has enough space to hold the files, and copy them there.
1.
Log on to the Content Gateway v7.7.x host and acquire root privileges. All steps must be performed as root.
2.
Obtain the Content Gateway v7.8.x gzip installation file, place it on the v7.7.x machine, and use the v7.8.x wcg_config_utility.sh script and configFiles.txt support file to backup your system.
a.
Download the Content Gateway v7.8.x installer from mywebsense.com. Save it in a convenient location on the network; you'll need it again later. Place a copy in a temporary directory on your Content Gateway server (the Red Hat Enterprise Linux 5-series system). For example, place it in:
/tmp/wcg_v78
b.
cd /tmp/wcg_v78
tar -xvzf <installer gzip tar archive>
c.
tar -xvf lx86inst.tar
This tar command does not use the 'z' flag because the tar file is not a gzip.
d.
cd ./scripts/
e.
Using wcg_config_utility.sh create a backup of Content Gateway v7.7.x and save it to a trusted location on the network:
./wcg_config_utililty.sh create WCGbackup
This creates WCGbackup.tar.gz in the current directory.
3.
Copy WCGbackup.tar.gz to a reliable location on the network where it can easily be retrieved after the operating system upgrade.
4.
5.
 
Note 
6.
 
Note 
Content Gateway is designed to run on Red Hat Enterprise Linux, Basic Server package. This is the default installation configuration and must be confirmed.
7.
In the directory where you downloaded the WebsenseCG78Setup_Lnx.tar.gz tar archive, begin the installation, and respond to the prompts to configure the application.
./wcg_install.sh
The installer installs Content Gateway in /opt/WCG. It is installed as root.
 
Note 
8.
Warning: Websense Content Gateway requires at least 4 gigabytes of RAM.
Do you wish to continue [y/n]?
Enter n to end the installation, and return to the system prompt.
Enter y to continue the installation. If you choose to run Content Gateway after receiving this warning, performance may be affected.
9.
Read the subscription agreement. At the prompt, enter y to continue installation or n to cancel installation.
Do you accept the above agreement [y/n]? y
10.
Enter the administrator password for the Websense Content Gateway management interface.
Username: admin
Password:> (note: cursor will not move as you type)
Confirm password:>
This account enables you to log on to the management interface for Content Gateway, known as Content Gateway Manager. The default username is admin.
To create a strong password (recommended), use 8 or more characters, with at least 1 each of the following: capital letter, lower case letter, number, special character.
 
Important 
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' (backtick; typically shares a key with tilde, ~)
Note 
11.
Websense Content Gateway requires an email address for alarm notification.
Enter an email address using @ notation: [] >
Be sure to use @ notation (for example, user@example.com). Do not enter more than 64 characters for this address.
12.
Enter the Policy Server IP address (leave blank if integrating with Data Security only): [] >
Use dot notation (i.e., xxx.xxx.xxx.xxx). The address must be IPv4.
13.
Enter the Filtering Service IP address: [<Policy Server address>] >
The default is the same address as Policy Server.
14.
Websense Content Gateway uses 11 ports on your server:
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'1' Websense Content Gateway Proxy Port 8080
'2' Web Interface port 8081
'3' Auto config port 8083
'4' Process manager port 8084
'5' Logging server port 8085
'6' Clustering port 8086
'7' Reliable service port 8087
'8' Multicast port 8088
'9' HTTPS inbound port 8070
'N' HTTPS outbound port 8090
'M' HTTPS management port 8071
Enter the port assignment you would like to change:
'1-9,N,M,D' - specific port changes
'X' - no change
'H' - help
[X] >
Change a port assignment if it will conflict with another application or process on the machine. Otherwise, leave the default assignments in place. Any new port numbers you assign must be between 1025 and 65535, inclusive.
15.
Websense Content Gateway requires at least 2 interfaces to support clustering. Only one active network interface is detected on this system.
Press Enter to continue installation and skip to Step 14.
16.
Websense Content Gateway Clustering Information
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'1' - Select '1' to configure Websense Content Gateway
for management clustering. The nodes in the cluster
will share configuration/management information
automatically.
'2' - Select '2' to operate this Websense Content Gateway
as a single node.
 
Enter the cluster type for this Websense Content Gateway installation:
[2] >
If you do not want this instance of Content Gateway to be part of a cluster, enter 2.
If you select 1, provide information about the cluster:
Enter the name of this Websense Content Gateway cluster.
><cluster_name>
Note: All members of a cluster must use the same cluster name.
Enter a network interface for cluster communication.
Available interfaces:
<interface, e.g., eth0>
<interface, e.g., eth1>
Enter the cluster network interface:
>
Enter a multicast group address for cluster <cluster_name>.
Address must be between 224.0.1.27 - 224.0.1.254:
[<default IP address>] >
17.
No disks are detected for cache.
Websense Content Gateway will operate in PROXY_ONLY mode.
Content Gateway will operate as a proxy only and will not cache Web pages. Press ENTER to continue the installation and skip to Step 16.
18.
 
Note 
Would you like to enable raw disk cache [y/n]? y
a.
Select available disk resources to use for the cache. Remember that space used for the cache cannot be used for any other purpose.
Here are the available drives
(1) /dev/sdb 146778685440 0x0
Note: The above drive is only an example.
 
Warning 
Although it might be listed as available, do not use an LVM (Logical Volume Manager) volume as a cache disk.
b.
Choose one of the following options:
'A' - Add disk(s) to cache
'R' - Remove disk(s) from cache
'S' - Add all available disks to cache
'U' - Remove all disks from cache
'X' - Done with selection, continue Websense
Content Gateway installation.
Option: > A
[ ] (1) /dev/sdb 146778685440 0x0
c.
Enter number to add item, press 'F' when finished:
[F] >1
Item '1' is selected
[F] >
d.
Here is the current selection
[X] (1) /dev/sdb 146778685440 0x0
e.
Continue based on your choice in Step b, pressing X when you have finished configuring cache disks.
Choose one of the following options:
'A' - Add disk(s) to cache
'R' - Remove disk(s) from cache
'S' - Add all available disks to cache
'U' - Remove all disks from cache
'X' - Done with selection, continue Websense
Content Gateway installation.
Option: >X
19.
Websense Content Gateway has the ability to send usage statistics, information about scanned content and activated product features to Websense Inc. for the purpose of improving the accuracy of scanning, filtering and categorization.
Would you like to allow this communication with Websense, Inc. ? [y/n]
20.
Configuration Summary
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Websense Content Gateway Install Directory : /opt/WCG
Admin Username for Content Gateway Manager: admin
Alarm Email Address :
<email address>
Policy Server IP Address : <IP address>
Filtering Service IP Address : <IP address>
Websense Content Gateway Cluster Type : NO_CLUSTER
Websense Content Gateway Cache Type : LRAW_DISK
Cache Disk : /dev/sdb
Total Cache Partition Used : 1
*******************
* W A R N I N G *
*******************
CACHE DISKS LISTED ABOVE WILL BE CLEARED DURING
INSTALLATION!! CONTENTS OF THESE DISKS WILL BE
COMPLETELY LOST WITH NO CHANCE OF RETRIEVAL.
Installer CANNOT detect all potential disk mirroring
systems. Please make sure the cache disks listed
above are not in use as mirrors of active file
systems and do not contain any useful data.
Do you want to continue installation with this configuration [y/n]?
If you want to make changes, enter n to restart the installation process at the first prompt. To continue and install Content Gateway configured as shown, enter y.
 
Important 
If you enter y to proceed but you decide you want to cancel the installation, do not attempt to quit the installer by pressing CTRL-C. Allow the installation to complete. Then uninstall it.
21.
Note the location of the certificate required for Content Gateway Manager: /root/WCG/content_gateway_ca.cer. See the Getting Started section of the Content Gateway Manager Help for information on importing this certificate.
 
Note 
22.
23.
/opt/WCG/WCGAdmin status
All services should be running. These include Content Cop, Websense Content Gateway, Content Gateway Manager, and Analytics Server.
24.
Copy the WCGbackup.tar.gz file, saved in step 3, to:
~/WCG/Current/
25.
cd ~/WCG/Current/
./wcg_config_utility.sh restore WCGbackup.tar.gz
26.
/opt/WCG/WCGAdmin status
All services should be running. These include:
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Important 
To finish the upgrade, be sure to perform the steps at the end of this document.
 
Post-upgrade activities
After you have finished upgrading components, perform the following steps to ensure that your Content Gateway upgrade is complete.
1.
2.
Register Content Gateway nodes in the Web Security manager on the Settings > Content Gateway Access page. Registered nodes add a link to the Content Gateway Manager logon portal and provide a visual system health indicator: a green check mark or a red X.
3.
4.
a.
b.
c.
5.
If you use proxy user authentication, review the settings on the Global Authentication Options page (Configure > Security > Access Control > Global Configuration Options).
6.
If you use IWA user authentication, confirm that the AD domain is still joined. Go to Monitor > Security > Integrated Windows Authentication. If it is not joined, rejoin the domain. Go to Configure > Security > Access Control > Integrated Windows Authentication.
7.
a.
Check the Domains page.
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LDAP and Legacy NTLM domains should be listed. Select each domain, click Edit and give each domain a unique domain identifier.
b.
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Go to the Authentication Rules page and enter the editor.
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Important: The Rule-Based Authentication feature is very rich and can satisfy many user authentication requirements. To make best use of it, please read Rule-Based Authentication.
8.
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9.
a.
b.
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Go to Configure > My Proxy > Basic, ensure that Data Security: Integrated on-box is enabled, and click Apply.
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Next to Integrated on-box, click the Not registered link. This opens the Configure > Security > Data Security registration screen.
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Click Register. If registration is successful, a message confirms the result and prompts you to restart Content Gateway. If registration fails, an error message indicates the cause of failure. Correct the problem and perform the registration process again.
10.
a.
b.
Select the Data Security tab.
c.
Select Settings > Deployment > System Modules.
d.
e.
Click Deploy.
11.
 

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Upgrading Content Gateway to v7.8.x
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