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Note

Before you begin:

  • You must have system administrator credentials to access the Vormetric DSM

  • You must be able to connect to your Cisco AnyConnect VPN client in order to reach the DSM's public IP address over an https:// connection.

Use this document to create a backup file of your data security manager (DSM).  

Before you upgrade to Generation 4, Armor recommends that you create a backup file. This backup file will include:  

  • Embedded databases

    Embedded databases

  • Agent/server certificates

  • Encryption keys and key groups

  • Hosts and host groups

  • Domains

  • High-availability configuration

  • Administrators

  • Policies

  • Log settings

At a high level, to create, save, and upload a backup file, you must:  

  • Create a new wrapper key custodian

  • Create and export the wrapper key

  • Download the encrypted DSM configuration

    file 

    file

  • Restore the wrapper key and configuration file

    • In this step, you will access the DSM under the Generation 4 platform.

       

  • Upload the DSM configuration file

    • In this step, you will access the DSM under the Generation 4 platform.

       


Step 1: Create a new wrapper key custodian

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  1. Log into the DSM console as the system administrator (admin).

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    1. Click the Administrators tab. (You can ignore the drop-down menu that appears.)

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    2. Click Add to create a new administrator.

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  1. In Login, enter a user name that you will use to log into the DSM.

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  1. (Optional) In Description, enter an easily identifiable description.

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  1. You can leave the RSA User ID field blank.

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  1. In Password and

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  1. Confirm Password, enter a password.

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    • Armor recommends that you enter a temporary password because after you log into the DSM as the system administrator,

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    • you will be asked to change your password.

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  1. In User Type, select System Administrator.

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  1. Make sure the Read-Only User box is unmarked.

  2. Click Ok.

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Step 2: Create and export a wrapper key

  1. In the top menu bar, select System.

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  2. In the drop down menu, select

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  1. Wrapper Keys.

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  1. In Operation drop-down menu, select Create.

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  1. Click Apply.

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  2. Next to Operation, in the drop-down menu, select Export.

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    1. Once you select Export, a new window will appear.

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    1. In the window that appears,

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    1. for Minimum Custodians Needed,

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    1. enter 1.

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    1. InTotal number of Custodians,

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    1. enter 1.

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    1. In the table, mark the newly

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    1. created Wrapper Key Custodian.

    2. Click Apply.

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    1. The Wrapper Key has now been exported to the Wrapper Key Custodian.

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  1. Log out the DSM as the admin, and then log into the DSM as the Wrapper Key Custodian.

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    • Once you log in, you will be asked to change your password.

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  1. Next to Wrapper Key Share, click Show.

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    • The Wrapper Key Share will appear.

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  1. Copy the Wrapper Key Share, and then store the information in a secure place outside of the DSM. You will need this information in a later step in order to decrypt the DSM configuration file during a file restore.

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Step 3: Download the encrypted DSM configuration file

  1. Log out of the DSM as the Wrapper Key Custodian, and then log into the DSM as the admin.

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  1. In the top menu bar, click Systems.

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  1. Click Backup and Restore, and then

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  1. select Manual Backup and Restore.

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  1. Click Ok. The backup configuration file will download to your local machine.

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Step 4: Restore the wrapper key and configuration file in the Generation 4 DSM

Note

In this step, you will access the DSM under the Generation 4 platform.  

  1. Access and log into the DSM for Generation 4 as the system administrator (admin).

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    • You must connect via the Cisco AnyConnect VPN client for Generation 4.

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      • To learn how to download the SSL VPN client for Generation 4,

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      • .

  1. In the top bar, click Systems, and then select Wrapper Keys.

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  2. Next to Operation, in the drop-down menu, select Import.

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  1. Click Add.

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  1. In the window that appears, in Key Share, enter the Wrapper Key Share you copied from Step 2.8.

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  1. Click Ok.

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  2. In the window that appears, the wrapper key share will populate the field. For this wrapper key share, mark the Selected column.

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  1. Click Apply.

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Step 5: Upload the DSM configuration file

Note

In this step, you will continue to use the DSM under the Generation 4 platform.  

  1. In the top menu, click Systems.

  2. Select Backup and Restore, and then select Manual Backup and Restore.

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  1. Click Restore.

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  1. Click Browse to locate and select the DSM configuration file.

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  1. Click OK.

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    1. After you click OK, you will be logged out of the DSM.

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  1. The DSM will restart, which will automatically log out.

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  1. Log into the DSM as the security administrator (admin), and then verify the DSM configuration has been restored correctly.

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