Add Units to PolicyCenter

Both new and currently working Packeteer units can be added to PolicyCenter. Units running software version 5.2 and later can be configured in shared mode or local mode.

• A unit running in local mode functions independently from other units, and has all its configuration attributes stored directly on its flash disk. Once PolicyCenter is installed on a network, units in local mode can be configured for shared mode and added to PolicyCenter simply by specifying the DNS name or IP address of the directory server, and entering in the PolicyCenter password.
  
  
• Units configured in shared mode are assigned to a PolicyCenter group, and merge their local configurations with the sharable settings they inherit from their group. Units in shared mode may be returned to local mode at any time. Be aware that, while in shared mode, the PolicyCenter server continually updates the configuration files in the Packeteer unit flash disk; therefore, if you switch from shared mode back to local, the local configuration will be the same as the last merged local and group configurations.

Add a New Unit to PolicyCenter

To add a new, unconfigured unit to PolicyCenter, select the shared mode option when you install the unit onto the network. When prompted, provide the IP address or host name of PolicyCenter and the PolicyCenter Superuser password. The unit will be added to the PolicyCenter default group.

Add a Existing Unit to PolicyCenter

Note: Units configured with the Easy Configure feature cannot belong to PolicyCenter. We recommend that you turn off Easy Configure and reset the class tree before putting a unit into shared mode for PolicyCenter. In addition, Easy Configure cannot be turned on in a unit that belongs to PolicyCenter.

To attach an already working unit:

1. Access the unit's Web interface, using a browser and the IP address of the unit.
   
   
2. Click the info tab to verify that the unit is running PacketWise version 5.0.6 or higher (version 5.2.0 or higher is preferred). If the version is not 5.0.6 or higher, you will need to upgrade the software image on that unit.
   
   
3. Click the setup tab.
   
   
4. Select PolicyCenter access from the Choose Setup Page drop-down list. (If you do not see the PolicyCenter access option, you are not running PacketWise version 5.0.6 or higher.)
   
   
5. The PolicyCenter access Setup page appears  show screen.
   In the Directory Server Host entry blank, provide the DNS name (preferred) or IP address of the Windows computer where PolicyCenter is installed.
   
   
6. Enter the PolicyCenter Superuser password.
   
   
7. If you want the unit to retain its local configuration as it is added to PolicyCenter select convert configuration. This local configuration will then merge with the sharable attributes of its PolicyCenter group configuration. If you do not select the convert configuration option, the unit will clear its local configuration, and will inherit its configuration from its group.
   
   
8. Click apply changes. A popup window appears and asks you to confirm your selection. Click OK. The unit will be added to the PolicyCenter default group.
   
   
9. Minimize the browser window.

Confirm that your Packeteer unit is installed in PolicyCenter

After you add the unit to PolicyCenter, you should confirm that PolicyCenter recognizes the new configuration.

1. Access PolicyCenter by opening another browser window, and entering the IP address or DNS name of the PolicyCenter Windows server.
   
   
2. Click the configurations tab. (You may have to wait a few seconds for a response.)

If PolicyCenter displays information about your unit, you have successfully configured your Packeteer unit to work with PolicyCenter. If your unit isn’t listed on the configurations tab, reopen the unit's browser window and make sure the unit is in shared mode.

Note: The new unit name will not appear in the Unit: drop-down list until you select the configurations tab or refresh the browser window.

See also:

PolicyCenter Overview