Once you install and connect the hardware and obtain a license, the next step in the installation process is to turn the system on and run the Setup utility. The Setup utility defines the initial configuration settings required to install the BIG-IP system into the network. You can run the Setup utility remotely from a web browser, or from an SSH or Telnet client, or you can run it directly from the console.
Before you connect to the unit, we recommend that you gather the list of information outlined in the configuration worksheet provided with the BIG-IP system. Note that the screens you see are tailored to the specific hardware and software configuration that you have. For example, if you have a stand-alone system, the Setup utility skips the redundant system screens.
Once you have configured the base network elements with the Setup utility, you might want to further enhance the configuration of these elements. For additional information about these configuration tasks, see Chapter 3, Post-Setup Tasks .
The Setup utility prompts you to enter the same information, whether you run the utility from a web browser, or from the command line. If you run the utility from the console, no reboot is necessary; if you run the utility from the web, the unit reboots automatically; if you run the utility from an SSH client, we recommend that you reboot the unit after you complete the setup. This reboot automatically removes the default IP address and root password provided specifically for the purposes of running the Setup utility remotely. The BIG-IP software replaces the default IP address and root password with the password and IP addresses that you define while running the utility.
Before you can run the Setup utility from either the console or a serial terminal, you must first log in. Use the following default user name and password to log in.
After you log in, you can start the utility directly from the console or serial terminal by typing the command setup.
You can run the Setup utility remotely only from a workstation that is on the same LAN as the unit. To allow remote connections for the Setup utility, the BIG-IP software comes with two pre-defined IP addresses, and a pre-defined root password. The default root password is default, and the preferred default IP address is 192.168.1.245. If this IP address is unsuitable for your network, the BIG-IP software uses an alternate IP address, 192.168.245.245. However, if you define an IP alias on an administrative workstation in the same IP network as the BIG-IP system, the unit detects the network of the alias and uses the corresponding default IP address.
Once the utility finishes and the system reboots, these default IP addresses are replaced by the information that you entered in the Setup utility.
You must set up an IP alias for your remote workstation before you turn on the unit and start the Setup utility. The remote workstation must be on the same IP network as the unit. If you add this alias prior to booting up the BIG-IP system, the unit detects the alias and uses the corresponding address.
To set up an IP alias for the alternate IP address
The IP alias must be in the same network as the default IP address you want the BIG-IP system to use. For example, on a UNIX workstation, you might create one of the following aliases:
ifconfig exp0 add 192.168.1.1
ifconfig exp0 add 192.168.245.1
After you configure an IP alias on the administrative workstation in the same IP network as the BIG-IP system and you turn the system on, the BIG-IP software sends ARPs on the internal VLAN to see if the preferred 192.168.1.245 IP address is in use. If the address is appropriate for your network and is currently available, the BIG-IP software assigns it to the internal VLAN. You can immediately use it to connect to the unit and start the Setup utility.
If the alternate network is present on the LAN, 192.168.245.0/24, or if the node address 192.168.1.245 is in use, then the BIG-IP software assigns the alternate IP address 192.168.245.245 to the internal VLAN instead.
When you start the utility from a web browser, you use the selected default IP address as the application URL.
To start the Setup utility in a web browser
You can run the command line version of the Setup utility from the console or serial terminal, or from a remote SSH client, or from a Telnet client.
To start the Setup utility from the console
To start the Setup utility from the command line from a remote administrative workstation
ssh <default IP>
The following sections provide detailed information about the settings that you define in the Setup utility.
Select the type of keyboard you want to use with the BIG-IP system. The following options are available:
If you are configuring a BIG-IP Cache Controller, BIG-IP FireGuard, or BIG-IP LB Controller, you must now select one of these three as your product. When you have made your selection, the features supported by that product are enabled.
A root password allows you command line administrative access to the BIG-IP system. We recommend that the password contain a minimum of 6 characters, but no more than 32 characters. Passwords are case-sensitive, and we recommend that your password contain a combination of upper- and lower-case characters, as well as numbers and special characters (for example, !@#$%^&*). Once you enter a password, the Setup utility prompts you to confirm your root password by typing it again. If the two passwords match, your password is immediately saved. If the two passwords do not match, the Setup utility provides an error message and prompts you to re-enter your password.
The host name identifies the BIG-IP system itself. Host names must be fully qualified domain names (FQDNs). The host portion of the name must start with a letter, and must be at least two characters. The FQDN must be less than or equal to 256 characters, but not less than 1 character. Each label part of the name must be 63 characters or fewer. Only letters, numbers, and the characters underscore ( _ ), dash ( - ), and period ( . ) are allowed. For example:
<host 63 characters or less>.<label 63 characters or less>.net
There are three types of settings you need to define for redundant systems: unit IDs, fail-over IP addresses, and fail-over type.
The default unit ID number is 1. If this is the first unit in the redundant system, use the default. When you configure the second unit in the system, type 2. These unit IDs are used for active-active redundant configuration.
A fail-over IP address is the IP address of the unit that takes over if the current unit fails. Type in the IP address configured on the internal interface of the other BIG-IP unit in the redundant system.
There are two types of fail-over to choose from: hard-wired fail-over, and network fail-over. Choose hard-wired fail-over if you plan to connect the units together with the fail-over cable provided with the redundant system. Choose network fail-over if you plan to use the network that the units are connected to for fail-over functionality.
Configure media settings for each interface. The media type options depend on the network interface card included in your hardware configuration. The Setup utility prompts you with the settings that apply to the interface installed in the unit. The BIG-IP system supports the following types:
You can create a new VLAN or use the default VLANs to create the BIG-IP system configuration.
Determine whether you want to have security enabled for a VLAN, or disabled for the VLAN. Then, type the IP address settings for the VLAN. The IP address settings include:
After you configure the VLANs that you want to use on the BIG-IP system, you can assign interfaces to the VLANs. If you use the default internal and external VLANs, we recommend that you assign at least one interface to the external VLAN, and at least one interface to the internal VLAN. The external VLAN is the one on which the BIG-IP system receives connection requests. The internal VLAN is typically the one that is connected to the network of servers, firewalls, or other equipment that the BIG-IP system load balances.
After you assign interfaces to VLANs, and if you have more than one VLAN defined, you can choose one VLAN/IP address combination as the primary IP address to associate with the unit host name.
If a BIG-IP system does not have a predefined route for network traffic, the unit automatically sends traffic to the pool that you define as the default gateway pool. You can think of the default gateway pool as a pool of default routes. Typically, a default gateway pool is set to two or more gateway IP addresses. If you type more than one default gateway IP address, the additional gateways provide high availability for administrative connections. The first address you type becomes the default route. If a gateway in the default gateway pool becomes inactive, existing connections through the inactive gateway are routed through another gateway in the default gateway pool. If you type one IP address, no pool is created and that address is entered as the default route.
The BIG-IP web server provides the ability to set up remote web access on each VLAN. When you set up web access on a VLAN, you can connect to the web-based configuration utility through the VLAN. To enable web access, specify a fully qualified domain name (FQDN) for each VLAN. The BIG-IP web server configuration also requires that you define a password for the admin user. If SSL is available, the configuration also generates authentication certificates.
The Setup utility guides you through a series of screens to set up remote web access.
After you configure remote web access, the Setup utility prompts you to configure remote command line access. On most BIG-IP units, the first screen you see is the Configure SSH screen, which prompts you to type an IP address for SSH command line access. If SSH is not available, you are prompted to configure access through Telnet, RSH, and FTP instead.
When the Setup utility prompts you to enter an IP address for administration, you can type a single IP address or a list of IP addresses, from which the BIG-IP system will accept administrative connections (either remote shell connections, or connections to the web server on the BIG-IP system). To specify a range of IP addresses, you can use the asterisk (*) as a wildcard character in the IP addresses.
The following example allows remote administration from all hosts on the 192.168.2.0/24 network:
Next, the Setup utility prompts you to set up a support access account. If you would like to activate a support access account to allow your vendor access to the BIG-IP unit, type a password for the support account. Next, select the access type you want for the support account.
Next, you need to specify your time zone. This ensures that the clock for the BIG-IP system is set correctly, and that dates and times recorded in log files correspond to the time zone of the system administrator. Scroll through the list to find the time zone at your location. Note that one option may appear with multiple names. Select the time zone you want to use, and press the Enter key to continue.
You can synchronize the time on the unit to a public time server by using Network Time Protocol (NTP). NTP is built on top of TCP/IP and assures accurate, local timekeeping with reference to clocks located on the Internet. This protocol is capable of synchronizing distributed clocks, within milliseconds, over long periods of time. If you choose to enable NTP, make sure UDP port 123 is open in both directions when the unit is behind a firewall.
This option is only available if you do not have the 3-DNS module installed. You need to complete this step only if you want machines inside the network load-balanced by the BIG-IP system to use DNS servers outside of that network (for example, for reverse DNS lookup from a web server).
Specify the DNS name server and domain name for DNS proxy forwarding by the BIG-IP system. For more information on DNS proxy forwarding, see Chapter 3, Post-Setup Tasks .
If you have the 3-DNS module installed, please refer to the 3-DNS documentation for more information about configuring DNS.
The one-time auto-discovery option can automatically detect configuration information for the local system. One-time auto-discovery can also detect configuration information for the local system's peer unit if you are configuring a redundant system. One-time auto-discovery has two parts: auto-discovery for local server information, and auto-discovery for links. One-time auto-discovery for the local system detects the self IPs and virtual servers. One-time auto-discovery for links detects the routers and links in the same data center as the local system. Note that you must activate the one-time auto-discovery for the local server option if you want to activate the one-time auto-discovery option for links.
When you run the Setup utility, you can configure authentication for BIG-IP system user accounts either through an external LDAP, RADIUS, or RSA SecurID® server, or locally on the BIG-IP system. The following sections describe these authentication options.
When you run the Setup utility, you are not required to configure an external LDAP, RADIUS, or RSA SecurID database to manage user authentication. Instead, you can use the default authentication mechanism, which is the BIG-IP system's local LDAP database. In this case, the local LDAP database manages not only authorization for the BIG-IP system users, but also authentication. All users subsequently attempting to log on to a BIG-IP system must enter a user name and password, which are checked against user data stored in the local database. If the user name and password are found and verified in that database, the user is authenticated.
When you run the Setup utility, you can configure an external (remote) server, (LDAP, RADIUS, or RSA SecurID), to manage user authentication for the BIG-IP system. When you choose this configuration option, all users subsequently attempting to log on to a BIG-IP system must enter a user name and password, which are checked against user data stored in that external database. If the user name and password are found and verified in that database, the user is authenticated.
When you configure the unit to use an external LDAP server for user authentication you need the following information:
When you configure the unit to use an external RADIUS server for user authentication you need the following information:
You can enable RSA SecurID® authentication from the command line version of the Setup utility only. Once you enable RSA SecurID authentication on the BIG-IP system using the Setup utility, you must use the web-based Configuration utility to complete the configuration.
To complete RSA SecurID configuration using the Configuration utility
bigstart restart httpd
If you have the 3-DNS module installed, you can configure NameSurfer to handle DNS zone file management. We strongly recommend that you configure NameSurfer to handle zone file management by selecting NameSurfer to be the master on the unit. If you select NameSurfer as the master, NameSurfer converts the DNS zone files on the system, becomes the authoritative DNS, and automatically processes changes and updates to the zone files. (You can access the NameSurfer application directly from the Configuration utility for the 3-DNS module.)
You normally run the Setup utility when the system is first installed as part of the installation procedure. However, you can also use the command line Setup utility to change existing settings at any time. This section describes running the Setup utility to change settings after you run it initially.
To run the Setup utility from the command line, type in the following command:
After you complete the initial configuration, the Setup utility presents a menu of individual configuration options.
The Setup utility menu is divided into two different sections. The Setup utility includes the following required configuration options:
The following configuration selections are optional:
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x Choose the desired configuration function from the list below. x
x (A) Configure all services (R) Steps for redundant systems x
x REQUIRED x
x (E) Set default gateways (V) Configure VLANs & networking x
x (H) Set host name (W) Configure web servers x
x (P) Set root password x
x OPTIONAL x
x (C) Remote authentication (O) Configure remote access x
x (D) Configure DNS (S) Configure SSH x
x (F) Configure FTP (T) Configure Telnetd x
x (I) Initialize iControl portal (U) Configure RSH x
x (K) Set keyboard type (Y) Set support access x
x (L) License Activation (Z) Set time zone x
x (M) Define time servers (Q) Quit x
x Enter Choice: x
This section contains descriptions of options that are available only through the Setup utility menu. These options include:
This option is available in the menu only after you create the initial software configuration. Select this option to configure the CORBA ports (IIOP and FSSL). This option prompts you for a list of IP addresses or host names you want to embed as objects in the Portal object reference. Typically, in a redundant system, this list includes the fail-over IP address of the other BIG-IP unit in the redundant system.
This option prompts you to set the Portal to use IP addresses instead of DNS names. If the Portal is set to use IP addresses, the BIG-IP system does not have to do a DNS lookup.
In addition to these settings, you can change the following iControl portal settings:
This option is available only in the menu after you create the initial software configuration. Use this option to configure the remote shell (rshd) server. This utility prompts you for an IP address from which administrators may access the BIG-IP system. You can use wildcard characters (*) to include all addresses from a specific part of the network. This utility also prompts you to create a support account for access by technical support.
If inetd is not currently configured, this utility configures inetd for the remote shell server (rshd). If the service port for rsh is closed, this utility opens the service port to permit rsh connections to the system.
Use this option to configure the Telnet server only on a BIG-IP system. The Setup utility prompts you to configure each service independently. This allows you to enable Telnet.
The utility prompts you for a configuration address for each service from which administrators may access the BIG-IP system. You can use wildcard characters (*) to include all addresses from a specific part of the network. This utility also prompts you to create a support account for access by technical support.
If inetd is not currently configured, this utility configures inetd for the requested services. If the ports for Telnet are closed, this utility opens the ports to permit Telnet connections to the BIG-IP system.
Use this option to configure FTP on the BIG-IP system. The Setup utility prompts you for an IP address from which administrators may access the BIG-IP system with FTP. You can use wildcard characters (*) to include all addresses from a specific part of the network. This utility also prompts you to create a support account for access by technical support.
If the service port for FTP is closed, this utility opens the service port to permit FTP connections to the BIG-IP system.