Installing or Updating Exit Point Manager (v7.04 and higher)

Important Updates to Cybersecurity Software

HelpSystems is updating the names of our cybersecurity software, including the Powertech product line. Don’t worry—the functionality of your products won’t change.

See the new names here > New, Clearer Names for HelpSystems Security Software.

Warning: Exit Point Manager 7.15 and later includes a new feature for monitoring Socket exit points. Misuse of Socket Rules can render your system unreachable via TCP. You will see the option to activate exit programs on these socket exit points in the Work with Activation screen. We strongly recommend you do not activate them until careful consideration has been completed in advance. Consider that if you render your system unreachable via TCP, you will need to access the system via the console in order to fix the rules (or to deactivate the Socket Rule servers). To ensure your system does not become unreachable, do not activate socket exit programs unless the system console is available.

Before You Begin

Note: For information on upgrading in an HA environment, see Replication of Identity Manager, Exit Point Manager, and Central Administration in an HA Environment.

When is the best time to update?

This product by its nature is intrusive. We highly discourage updating on a production environment during the course of a normal work day. Choose a time when the fewest number of users are on the system as possible.

During the update, users must not display any menu of any of the Powertech products listed below. Otherwise object locks may cause the update to fail.

• Exit Point Manager
• Central Administration
• Authority Broker
• Command Security
• Database Monitor
• Powertech SIEM Agent

Licensing

Exit Point Manager requires that you enter a valid license key in order to protect your servers. Contact keys@helpsystems.com if you need to request a new license key.

System Requirements

Exit Point Manager requires the following:

• IBM i version 7.2 or higher
• 256 MB of disk space 
• PASE (Portable Applications Solutions Environment), option 33
• Current IBM-supported PTF level
• V7R2:  PTF SI69104
• V7R3:  PTF SI67661

If you are using the Showcase product, then in order for Exit Point Manager to control access to Showcase, version 9.1.0.3 of Showcase is required.

Note: If FTP is not available, you must install the product manually. See Manual Installation of Powertech IBM i Products.

System Values

It is Powertech’s goal not to change system values on customer systems because we recognize that security-conscious organizations have rigorous change control processes in place for even small changes to system values. Therefore, we ask you to make any system value changes that are needed. However, the Exit Point Manager installation process could change a system value to allow the install to proceed if a system value is not set as specified below. If the Installation Wizard changes a system value during install, it changes it back to its original value when the install completes.
To install Powertech Exit Point Manager on your system, the following system values that control object restores must be configured as shown.

• Set QALWOBJRST to *ALWPGMADP (at a minimum) to allow the system to restore programs that adopt authority. Many Powertech Exit Point Manager programs adopt the authority of the product owner, rather than forcing you to give authority directly to administrators and end users. (Note: For some system configurations, *ALL is required temporarily.) 
• QALWUSRDMN controls which libraries on the system can contain certain types of user domain objects. You should set the system value to *ALL or include the name of the Exit Point Manager product library (PTNSLIB07 or PTNSLIB and PTPLLIB and QTEMP as a minimum) for the product to function properly. See Allow User Domain Objects (QALWUSRDMN) in the IBM Knowledge Center for more information.
• Set QVFYOBJRST to 1, 2, or 3. This allows Exit Point Manager to restore all objects regardless of their signature. (Note: If you normally check signatures, remember to check this system value after the Exit Point Manager install process completes.)
• Set QFRCCVNRST (Force conversion on restore) to 0, 'Do not convert anything.'
• Set QALWJOBITP (Allow jobs to be interrupted) to 1. This allows jobs to be interrupted to run user-defined exit programs. All new jobs that become active will default to be uninterruptible.

QAUDJRN

If you are installing or updating Exit Point Manager on a new system that does not yet include IBM's QAUDJRN audit journal, run the command CHGSECAUD to create one automatically. This is the default journal used to record Exit Point Manager’s transaction auditing data.  

Installation

1. Download the installation files:

   • Download the Exit Point Manager installer from the Exit Point Manager download page. (The "Trial" download is the full product, which can be unlocked with a valid License Key.) Download the Powertech Exit Point Manager installer (setupNetworkSecurity7.exe) to your PC.

   • Insite Users: If you intend to use the HelpSystems Insite Web UI along with Exit Point Manager, go to the HelpSystems Insite download page and follow the accompanying Insite installation instructions.

2. On the Choose Components panel, select which components you want to install. You can choose to install the Manuals and the Software for IBM i. Click Next.

3. If you’re only installing the Manuals, the process completes and the installer closes. The Manuals have been installed. You can skip the rest of these steps.

   Note: The manuals are installed to the following location:

   If you’re loading the Software for IBM i, continue to step 4.

   • C:\Program Files\PowerTech\Exit Point Manager\manuals

4. On the Choose a Destination IBM i panel:

   1. Select or enter the IBM i where you want to load Exit Point Manager.

   2. Enter a user profile and password that’s a member of the user class *SECOFR and has at least the following special authorities: *ALLOBJ, *SECADM, *JOBCTL, *SPLCTL, *SERVICE, *AUDIT, *SAVSYS, and *IOSYSCFG. The user profile should have Limit capabilities set to *NO. This profile will be used to restore and copy objects, and for product maintenance on the IBM i.

   3. (Optional) In the Advanced Settings section:

      1. Enter a port number or use the arrows if you want to change the FTP port number to something other than the default of 21.

      2. Select Secure File Transfer if you want to use FTPS (FTP over SSL) during the file transfer. The default FTPS secure port is 990, but it can be changed to the required secure port for your environment.

      3. In the Timeout (seconds) field, enter the number of seconds the session should be kept active during an FTP transfer. You can choose anywhere between 25 and 1800 seconds (30 minutes).

         Note: If the transfer takes longer than the amount of time specified, the session will expire.

   4. Click Next.

5. You have two options on the Product Load Options panel:

   1. Click Immediate Load if you’d like to load the product on the IBM i now.

      Note: If you're doing an update, this ends Exit Point Manager until the product load completes. After you are done, we’ll restart the product.

   2. Click Staged Load if you’d like to transfer the objects now and load them on the IBM i at a later time.

      Note: See "Loading Staged Objects on the IBM i" (below) for instructions on how to load the staged objects on your selected IBM i system.

6. The Product Load Progress panel for Exit Point Manager launches. When the processing is complete, you have two choices:

   Note: If the Product Load Progress panel ends with an overall Failed message, the product upload could not complete properly. To find the reason the upload failed, click View Logs and review your logs. You can also use Download at the top of the logs to save the information for future review.

   • If this is the only installation or update of Exit Point Manager that you're doing, click Finish.

   • If you have installs or updates to do on other IBM i systems, click Restart. Then, return to step 4.

Use the WRKSPLF command to display the job log for complete information on the Exit Point Manager install. (The job log file name is JLOGn, where "n" equals a six digit number, e.g. JLOG144620).

To verify that Exit Point Manager installed successfully, enter the following command to display the Powertech Exit Point Manager window, which shows the release and modification level of the product:

PTNSLIB07/LPRDVRM

Exit Point Manager installs the following product libraries, profiles, authorization lists, commands,objects, and exit points on your system.

Loading Staged Objects on the IBM i

If you chose to stage your objects during step 5b of the installation or update process, do the following to manually load them on the IBM i you identified above.

1. On the IBM i, execute the following command to display the Work with Loads panel:

   HSLOADMGR/HSWRKLOAD

2. Enter option 1, Load, next to the Load Name for Exit Point Manager and press Enter.

   The installation program installs Exit Point Manager, the PTNSLIB07 library (as needed), and three user profiles (PTUSER, PTADMIN, and PTWRKMGTOW). It adds PTNSLIB07 to the system portion of your library list, if required.

3. Review the information on the Install Exit Point Manager Host panel and make any necessary changes and additions. Select *NEW for the installation, then press Enter.

HelpSystem's Insite Web User Interface

The Exit Point Manager 7 web server has been discontinued in favor of the HelpSystems Insite web server and browser interface, which offers simultaneous viewing of rules across all systems on your network and support for other HelpSystems products including Robot Schedule and Robot Network. Insite is not installed during Exit Point Manager's installation procedure. To download HelpSystem's Insite, visit the HelpSystems Insite download page. 

The following commands have been removed from Exit Point Manager in favor of the HelpSystem's Insite Web UI:

• PTNSINSWEB (to install the old web server)
• PTNSSTRWEB (to start the old web server)
• PTNSENDWEB (to stop the old web server)
• PTNSCFGWEB (to configure web server ports in the old web server)
• PTNSRMVWEB (to remove the old web server)

Also, the profile PTWEB, used for the old web server, is no longer installed.

The HelpSystem's Insite Web Browser Interface allows security administrators to work with rules and most other Exit Point Manager features directly from a browser. The following browser versions (or later) are required to use Exit Point Manager's WUI:

Dashboard Showing Transaction Counts

A feature of HelpSystem's Insite for Exit Point Manager is the Dashboard.

The Dashboard displays a count of all transactions monitored or controlled by Exit Point Manager. The Dashboard displays the totals for the servers based upon the criteria selected by the user (today's totals, yesterday's totals, last 7 days or last 30 days). You can also select to see the individual server's counts for the past 24 hours. To activate this feature, start the Dashboard Data Summarization job.

To start/end the Dashboard Data Summarization job, use the following commands:

Start - PNSSTRDASH

End - PNSENDDASH

Execution of the Dashboard Data Summarization job can be controlled with the following commands:

PNSHLDDASH - Use this command, Hold Dashboard Collection, to set the system in a state such that data collection to support the web interface Dashboard will not run.

PNSRLSDASH - Use this command, Release Dashboard Collection, to release the Hold Dashboard Collection command, allowing data collection to occur. 

After You Are Done

After you install, see "Activating Powertech Exit Point Manager" in the Exit Point Manager Administrator's Guide for instructions on how to activate Exit Point Manager. The Exit Point Manager Administrator's Guide can be found at Powertech Product Manuals.

The Exit Point Manager Administrator's Guide is also installed as part of the product installation in the following directory: C:\Program Files\Powertech\Network Security