The purpose of this guide is to describe the environmental requirements and steps required to configure the Smartcrypt Manager and associated Smartcrypt Application (Agent).
What you will need:
A Windows Server to host the Smartcrypt Manager. This server should be joined to an AD domain and have IIS installed
An SQL Server Database where Smartcrypt Manager application data will live. Before installing you should obtain:
Database server instance name
Database username with access to the above database
Database user password
An SSL certificate that matches the hostname you wish to use for the Smartcrypt Manager
(optional) A DNS record for "pkwareops.[domain.ext]" published into your internal/external DNS. The Smartcrypt application will look for this record by default.
What this guide will cover:
- SQL database requirements and setup.
- IIS website / application pool requirements and setup.
- TLS / SSL configuration and connectivity.
- Deployment of the Smartcrypt Manager
Active Directory Authentication Note:
The Windows Server that will host the Smartcrypt Manager site/application needs to have access to authenticate with your Active Directory. This authentication occurs over the standard Active Directory Domain Services protocols. For more information about ports that are needed for the Windows Server to have access to the domain, see: https://technet.microsoft.com/en-us/library/dd772723(v=ws.10).aspx
Windows Server Core Installations:
Looking for instructions for installing on Windows Server Core? We've got you covered here: Windows Server Core Installation and Setup Guide
Table of Contents
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SQL Server database requirements and setup:
The Smartcrypt Manager requires an empty database, appropriate authentication credentials and permissions. Please perform the following actions, consulting the documentation for your version of SQL Server, if necessary.
- Login to your SQL Server and create an empty database
- Give the database a name and note the name down for later (e.g. "Smartcrypt")
- Set the database collation to: Latin1_General_CI_AS
- Create a database user which the Smartcrypt Manager will use to authenticate to this instance (e.g. smartcrypt-user)
- Set a database user password and be sure to uncheck options for "Must change password at next logon
- Give the database user the "db_owner" right to the Smartcrypt database you created above
For More Information about how to authenticate to Microsoft SQL Server, see:
- Using Windows Authentication with SQL Server and Smartcrypt or
- Using SQL Authentication with SQL Server and Smartcrypt
IIS website / application pool requirements and setup:
Perform the following steps on the Windows Server running IIS:
- Install the Visual C++ 2012 Runtime
- Install Web Deploy with Microsoft Web Platform Installer
- Configure Internet Information Server (IIS) for Smartcrypt
- Configure Windows Authentication
- Configuring the website for SSL
- Install Smartcrypt Manager Web ApplicationAdding an Application Pool
- Adding a Website
- Importing the Smartcrypt Manager Web Application with Web Deploy
- Setting up the initial database schema
- Configuring the website for SSL
Install the Visual C++ 2012 Runtime
Smartcrypt is developed with Microsoft® Visual Studio® 2012. The Microsoft Visual C++ redistributable enables some required features for Smartcrypt.
- Download and install the 32-bit version of the redistributable found here: https://www.microsoft.com/en-us/download/details.aspx?id=30679
Note: 32-bit version of the runtime and must be installed, even if you are using a 64-bit Windows Server
Install Web Deploy with Microsoft Web Platform Installer
Next, include the Web Deploy tool from Microsoft. Get Web Deploy through the Microsoft Web Platform Installer (WPI), a free Microsoft tool to install a variety of products into IIS. Download WPI from http://www.iis.net/downloads/microsoft/web-deploy
After you download wpilauncher.exe, run this file to see the Web Platform Installer screen. Click the Search box in the upper right corner and type Web Deploy. Several options may appear, depending on what applications are supported. For your initial installation, we recommend you select the most recent version of Web Deploy with bundled SQL support. Click Add on Web Deploy 3.5 with bundled SQL support. WPI will install everything you need.
Configure Internet Information Server for Smartcrypt
Prior to installing the Smartcrypt Manager website, you must have two features installed and configured on IIS. There are important, if slight, differences in the setups depending on which version of Windows Server you are running.
If you already have these features installed and configured, no changes are required. Skip to “Install Smartcrypt Manager.”
Setting up IIS in Windows Server 2012 R2
Setting up IIS in Windows Server 2008 R2
Launch the Server Manager and select IIS
Launch the Server Manager and select Web Server (IIS).
Enabling .NET Framework 4 Support in IIS (Windows Server 2008)
After installing the ASP.NET features in the Server Manager, you must still enable the .NET Framework in Windows Server 2008. This is done from an Administrator command prompt.
Configure Windows Authentication
After adding Windows Authentication to the Windows Server configuration, you must further configure the IIS Manager to permit this. The steps to allow single sign on are the same for both Windows Server 2008 and 2012:
- Open the IIS Manager (Control Panel > Administrative Tools > Internet Information Services Manager)
- In the Management section, select Feature Delegation
- Change the Authentication - Windows setting to Read/Write
- From the main window, click Authentication.
- Right click on Windows Authentication and select Enable (it not already enabled)
Adding an Application Pool
- Open the IIS Manager (Control Panel > Administrative Tools > Internet Information Services Manager).
- Click View Application Pools to display existing pools.
- Click Add Application Pool.
- Give the Application Pool a name (possibly something like “MDS"). It is appropriate to accept the remaining default options.
Now configure the Application Pool to allow 32 bit applications.
- Under Edit Application Pool, click Advanced Settings for your new pool.
- Select Enable 32-Bit Applications, Select True from the dropdown menu. This allows 32-bit applications (like Smartcrypt) to run on 64-bit Windows.
Adding a website
- Download the latest package ZIP file from PKWARE to your server. Note: Do not extract the contents of the ZIP archive.
- In IIS Manager, go to Sites.
- Click Add Website. Name it Smartcrypt Manager. The Add Website dialog will open.
- Choose a Site name. This can be the same as the Application Pool.
- Use the Select button to make sure you select the application pool you created in the previous section.
- Define the physical path to the content directory
- (Optional) Select a host name for the site. If you give the website a host name, make sure your domain has proper routing for the host defined in DNS.
If you are accessing Smartcrypt Manager from outside your internal network domain, you also need to create a public DNS entry.
- Click OK to complete this step and add the website.
Configuring the website for SSL
The Smartcrypt Manager requires an SSL connection to protect data being posted to the server. We need to add a binding to enable SSL for this website.
- Highlight the website you created in the earlier section. Select Bindings from the Edit Site options on the right.
- The Add Site Binding screen appears. Select https from the Type: dropdown menu.
- Use the Select button to choose the SSL Certificate to use for this site.
Verify the site is working properly by pointing your browser to https://<server>/ – you should see the IIS Welcome Page.
Verify the certificate is trusted on your other devices!
If you are using a self-signed certificate, this will require additional steps. Learn how to trust any certificate here.
Installing the Smartcrypt Manager
Now that the prerequisites are fulfilled, we are ready to install the Smartcrypt Manager.
Note: The next section assumes you have a .ZIP file containing the Smartcrypt Manager deployment package.
Importing the .ZIP file containing the Smartcrypt Manager web application with Web Deploy
- Highlight the website created above
- In the Action menu on the right side of the screen, select Import Application from the Deploy section
- Web Deploy will launch and ask you to select the Smartcrypt Manager .ZIP file. Browse to the directory where the Smartcrypt package is located, select the ZIP, and click Next
- Web Deploy will scan the ZIP package contents and display them. Review the contents of the package, and click Next to confirm
- Web Deploy will prompt for some application configuration options on the Enter Application Package Information page:
- Set the Application Path to "mds" without the quotes. This is the name of the web application. This name the will appear in the URL you will use to access the Manager
- Set the Smartcrypt Manager Server Password. This password is used to encrypt your encryption keys. It should be securely backed up and not shared with PKWARE.
- Define a root administrator account for the Smartcrypt Manager. This can be a domain account or a local account.
- Domain Account: set a username (AD SysAdmin) only and leave the next two fields blank.
- Local Account: set a username (Local SysAdmin) and a password (Local SysAdmin Password) and leave the AD SysAdmin field blank.
- Set the parameters of the connection string with the information from your database administrator. This value connects Smartcrypt Manager to the database you initially setup
- datasource: The database server name or IP
- initial catalog: The name of the datbase to be used by the Smartcrypt Manager
- dbuser: The database server username
- dbpassword: The database user password
- Click Next to install Smartcrypt Manager via Web Deploy
Creating the Smartcrypt database schema
Now that the web application is set up and deployed with SSL configured, the last item we need to complete is populating the Smartcrypt database with the initial schema. Smartcrypt comes with a tool to complete this task for you called SmartcryptDB.exe. From the application server running IIS:
- Open a command window (cmd).
- Change directory to the location you installed the website to (above) and look for the bin directory.
- Now execute SmartcryptDB.exe.
- The tool should run and set up the required scheme for the version of the Smartcrypt Manager you have.
Make sure your Application Pool is started and your website is started in IIS. Next, point your browser to https://<server>/<ApplicationPath>/SuperUser to login with the System Administrator credentials (Active Directory or Local) and start using Smartcrypt.