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Migrating to RSA

®

Authentication Manager

Version 8.1

©2014 EMC Corporation All Rights Reserved

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Why Migrate to AM 8.1?

• Solid, quality release puts your

authentication platform on excellent footing for the future

– RSA has spent many cycles ensuring the highest

quality release

– Quality validated by thousands of customers who

have migrated since March 2013

• Compelling new authentication feature set

– Risk-Based Authentication (RBA) extends strong

authentication to new audiences such as contractors, temporary workers, audit teams, customers

– Improved software token provisioning eases

implementation

• Lowers cost

– User Dashboard

– Self Service Console

– Virtual or Hardware Appliance

– Many Administrative Improvements

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Authentication Manager 8 Delivers

“We did 4.8 MILLION auths in 10 hours without a single failure.”

- Global Financial Institution

“The cleanest beta we have ever been involved with”

- Large Healthcare Provider

“Congratulations on AM8: a DREAM COME TRUE…” “The AM8 testing has gone well and the product has functioned as advertised”

- Fortune 100 Customer

Learn More http://www.scmagazine.com//rsa-tokens/review/4085/

SC Magazine Blind Product Review

• No opportunity to review results

• No support: Ship software and authenticators

“RSA stated Quick Set-up takes 20 minutes. Simple not true. Our entire setup was completed in 10 minutes.” “Version 8.0 offers multiple noticeable upgrades from version 7.0. Most

noticeable is the new centralized

dashboard and the way the tool works with VMware ESX & ESXi virtualization.”

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AM 6.1 & AM 7.1 End of Primary Support

AM v6.1

– EOPS Dec 2014

– No Extensions

– Migration Assessment Tool and Migration Training on SCOL

AM v7.1

– EOPS Dec 2014

– No Extensions

RSA SecurID Appliance 3.0

– R200 and 2950 EOPS Dec 2014

– R210 and R710 Based Appliances are Supported

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SecurID Software Authenticator 2.0

Key Features

• New user friendly UI with native OS look and feel • Multi token support

• Simple QR Code token provisioning

Android Dec 2013 Blackberry 10

Aug 2013

Windows Phone Dec 2013

iOS Jun 2014

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AM Prime Suite

Value Added Packaged Software Automates AM Operations AM Prime

Component

Description Customer Fit

AM Integration Services (AMIS)

•Middleware facilitates & simplifies integration with AM

•Business logic-level REST-based web services

•Integration of custom-built web portal/tools

•Integration with 3rd party Enterprise systems (AD, IVR, IDM, MDM, etc.)

AM Prime

Self-Service Portal (SSP)

•End-user web portal expands token self-service functionality

•Provides tailored end user communications

•Custom end user self-service

•Greater range of token provisioning and workflow

AM Prime Help Desk Admin Portal (HDAP)

•Simple, streamlined web-based

administrative interface for day-to-day SecurID Help Desk tasks

•Large number of Help Desk personnel •Delegated administration scenarios

AM Bulk Admin (AMBA)

•Standalone utility supports back office bulk AM operations

•Automation of AM admin tasks via scripted operations

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AM Reporting Enhancement

Archer Focused Solutions for AM 8.x

 Provides some of the most

commonly requested AM reports

 Customers can create their

own reports easily using the Archer interface

 Intuitive interface allows

administrators to use

multiple graphical formats

 Can be easily integrated

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Overview of AM v8.1

Architecture

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System Components

Agent Devices

RSA Authentication Manager Instance

RSA SecurID Authenticators AM v6.1 / AM v7.1 AM v8.1

Current Agents function with both versions: Windows/UNIX/Linux/Web

“RSA Secured” partner

--- NG Agent Ready

AM v6.1 / AM v7.1 AM v8.1

Hardware Authenticators Software Authenticators

ODA (AM v7.1) ODA / RBA

Web Tier

New in AM8

AM v6.1 / AM v7.1 AM 8.1

Software: Windows / UNIX / Linux server Hardware Appliance

Virtual Appliance ESX/ESXi vSphere Hardware Appliance Hardened Linux OS

AM v6.1 / AM v7.1 AM 8.1

--- Self Service

Console RBA CT-KIP (SW token

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Hardware Appliance Models

Model 130

– Single power supply, single disk

– Pre-configured bundles to support 10, 25, 50, 100, 150 or 250 users & Base license (1 Primary / 1 Replica)

– May be upgraded or ordered with different license

– Model 130 (Dell 210) can be upgraded to AM 8.1

Model 250

– Designed for higher availability requirements

– Dual power supply, redundant disks, RAID 1

– Can be ordered in a number of user/license configurations

– Model 250 (Dell 710) can be upgraded to AM 8.1

AM v8.1 allows mixing and matching of Primary and Replica

hardware appliances and virtual appliances

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Virtual Machine Host

Authentication Manager v8.1

Deployment Flexibility

RSA Hardware Appliance

Virtual Machine Host

RSA Hardware Appliance

Virtual Machine Host

RSA Hardware Appliance

Replica Instance Primary Instance

or

or Best Practice: Model 250

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Authentication Manager Instances

RSA Hardware Appliance

Virtual Appliance*

RSA Hardware Appliance

AM v8.1 AM v6.1 / AM v7.1

or

RSA Authentication Manager Software

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Overview of the Migration

Process

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Migration: Refers to the process of moving either AM v6.1 data or AM v7.1 data directly to a AM v8.1 deployment

• “Free Upgrade / Migration1: Refers to the ability to upgrade / migrate to

AM v8.1 at no cost

SCOL1: Refers to RSA SecurCare On-Line

Definitions & Terms

Upgrade: Refers to upgrading an existing hardware appliance to AM v8.1 appliance

* Also termed RSA SecurID Appliance 3.0 or RSA AM 7.1 Appliance

Version Name Model Type Upgrade

AM v7.1 RSA Authentication Appliance (*) A130 200 No “ A130 210 Yes “ A250 700 No “ A250 710 Yes AM v6.1 RSA SecurID Appliance 2.0 --- --- No

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Migration

Migration is essentially a two phase process:

Export the database information

from a AM v6.1 or AM 7.1 installation

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The amount of planning and preparation

that you do impacts the ease or success

of a migration and can make the process

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Upgrade Procedure

• Download AM v8.1 re-image files from SCOL and burn onto DVD • Attach a monitor and keyboard to the Appliance

• Insert AM v8.1 Re-imaging DVD in the CD/DVD drive • Press ALT+CTRL+DEL select Shutdown > Restart

• At the end of POST boot, appliance automatically ejects DVD. Close CD/DVD tray to complete reimage. System pauses for sixty seconds and resumes the imaging process.

• At the end of the reimaging process, appliance ejects the DVD & restarts After completion, the appliance has been upgrade to AM v8.1

• Connect Appliance via a remote PC & browser  Complete the Quick Setup Process

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Migration Practices & Considerations

• Upgrade of an AM v7.1 Primary appliance to AM v8.1, the disk is overwritten; Reverting back to AM 7.1 may be difficult

• Upgrade an AM v7.1 Replica appliance to AM v8.1 Primary

– Maintains AM v7.1 Primary for fallback

– After migration to a AM v8.1 Primary is verified as successful, additional appliances can be re-imaged for use as Replicas

• Utilize Appliance Model 250 or Virtual Appliance as Primary Instance

– Higher availability through hardware redundancy or via VMWare tools

– For Model 250 (Primary) and Model 130’s (Replicas) deployments, an

additional step is required to promote a Model 130 Replica to Primary in the production AM 7.1 deployment in order to use a Model 250 as the AM v8.1 Primary

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AM v7.1 - General Preparations

• Determine if authentication services are required during the migration process

• Prepare AM v7.1 data by ‘cleaning’ or re-structuring as needed

– See RSA Authentication Manager AM v7.1 to AM v8.1 Data Migration

courses

• Determine hardware appliance Upgrade Strategy (if applicable) • Install and perform Quick Setup on the “new” AM v8.1 appliance • Perform data export from AM v7.1 and perform a test migration

• Make any corrections/changes or resolve conflicts and dump the data again, if needed.

– Migration does not affect the content of the AM v7.1 database

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AM 6.1 - General Preparations

• Determine if authentication services are required during migration • Prepare AM v6.1 data by ‘cleaning’ or re-structuring as needed

– See RSA Authentication Manager AM v6.1 to AM v8.0 Data Migration courses

– Utilize AM v6.1 Data Migration Assessment Utility

• Physically install and perform Quick Setup on AM v8.1 appliance • Perform a data dump from AM v6.1 and perform a test migration

• Make any corrections/changes or resolve conflicts and dump the data again, if needed

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Maintaining Authentication Services

• If maintaining authentication capability is important during migration, consider what resources are needed

(for example, AM v6.1 or AM 7.1 Replica server or servers)

– Remember that Replica servers are read-only: No administration is possible while Primary is off line

• During migration, Replicas process authentication transactions and each Replica database can be migrated separately after AM v8.1 Primary goes on line

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Pre-Migration Planning

• Planning AM v8.1 architecture and deployment is helpful prior to migration

– An architecture plan allows you to decide what equipment is needed and how it will be utilized

• Physical vs. Virtual / Primary vs. Replica

• Web Tier (New in AM 8.1)  Self Service Console

 Risk Base Authentication

 SW Token Provisioning via CT-KIP Server

– Create deployment strategy for the overall deployment allows you to define how the administrative structure will be created – helping to decide what changes can more easily be made prior to migration

• Goal is to reduce or eliminate authentication down time and maximize features & functions of AM 8

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Pre-Migration Planning

(cont’d)

• Understand AMv8.1 Administrative Operations

– AMv6.1 and AMv8.1 have very different GUI and functionality

– You do not want a situation where data is migrated but you are still learning how to organize it

– All key administrators should have basic understanding of AMv8 • Decide on a roll-back or continuity plan if migration has problems

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AM v6.1 Migration Assessment Tool

Available on RSA SecurCare Online

TCL script performs database analysis and identifies areas

for attention

Example output:

Red, Yellow, Green color key to severity Links to CSV files containing specific data

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Install AM v8.1 Appliance

Determine secure location with networking and adequate

power

Connect appliance power and LAN

Run Quick Setup to set initial configuration

Time/Date

Initial administrator accounts

Use Authentication Agent to test and verify operation

More information regarding installation and deployment of v8.1

appliance can be found in the

RSA Authentication Manager 8.1

Setup and Configuration Guide

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Hostname/IP Configuration

Configure local PC for a temporary IP address in the same

subnet as Appliance

Appliance initial address is 192.168.100.100

Set local PC to IP of 192.168.100.101

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Appliance Configuration

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Quick Setup

Prompts for:

License

• Requires license upgrade (avail through SCOL

Date/Time confirmation or NTP server, if used

OS password

Super Admin username/password

Operations Console username/password

Network configuration (hostname, IP, subnet,

gateway, DNS)

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Migration Process Flow

AM v6.1 or AM v7.1 Primary

AM v6.1 or AM v7.1 Replica

AM v8.1 Primary

AM v8.1 Primary deployed with temporary hostname/IP

u

Primary is taken off line

v

Replica server handles auth requests

w

AM v8.1 Primary re-configured with AM v 6.1 Primary hostname/IP

& starts taking auth requests

z

Data m ov ed to v 8. 1 Prima ry & im porte d

y

Data exported from Primary

x

AM v6.1 dump file

or AM v7.1 export

AM v8.1 Primary

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Resources

RSA Authentication Manager 8.1 Documentation

‘Help’ information

RSA® Authentication Manager

6.1 to 8.1 Migration Guide

RSA® Authentication Manager

Setup and Configuration Guide

RSA® Authentication Manager Administrator’s Guide

RSA® Authentication Manager

Planning Guide

Release Notes

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Online and Technical Support

RSA SecurCare Online

Technical Support

Migration Preparation Guide & Migration Assessment Tool

6.1 to 8.1

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RSA Education Services

RSA offers a number of instructor-led and eLearning courses

RSA product training

Information Security

Awareness for

employees

Advanced Cyber

Defense

Visit the RSA Security Training and Certification web site

and access our course listings and catalog:

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RSA Professional Services

RSA’s Professional Service organization offers consulting

services to assist with:

Architecture design

Migration management

Fixed-price engagement

packages

Custom-quoted solutions

Packaged application tools

– User administration – Integration Services

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THANK YOU

THANK YOU

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