247_BLUECOAT-SGOS_UD_4.1.1.pdf

Blue Coat ® Systems

Proxy SG ™

SGOS 4.x Upgrade Guide

Blue Coat SGOS 4.x Upgrade Guide

Contact Information

Blue Coat Systems Inc.

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Sunnyvale, California 94085

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support@bluecoat.com

www.bluecoat.com

reproduced by any means nor modified, decompiled, disassembled, published or distributed, in whole or in part,

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The Software may not be modified, reproduced (except to the extent specifically allowed by local law), removed

from the product on which it was installed, reverse engineered, decompiled, disassembled, or have its source

code extracted. In addition to the above restrictions, the Software, or any part thereof, may not be (i) published,

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or used to create derivative works thereof,(iii) used for application development, or translated (iv) used to

publish or distribute the results of any benchmark tests run on the Software without the express written

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documentation. All right, title and interest in and to the Software and documentation are and shall remain the

exclusive property of Blue Coat Systems, Inc. and its licensors. Blue Coat Systems, Inc. specifications and

documentation are subject to change without notice. Information contained in this document is believed to be

accurate and reliable, however, Blue Coat Systems, Inc. assumes no responsibility for its use. ProxySG™,

ProxyAV™, CacheOS™, SGOS™, Spyware Interceptor™, Scope™ are trademarks of Blue Coat Systems, Inc. and

CacheFlow®, Blue Coat®, Accelerating The Internet®, WinProxy®, AccessNow®, Ositis®, Powering Internet

Management®, and The Ultimate Internet Sharing Solution® are registered trademarks of Blue Coat Systems,

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EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, ON SOFTWARE AND DOCUMENTATION

FURNISHED HEREUNDER INCLUDING WITHOUT LIMITATION THE WARRANTIES OF

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NONINFRINGEMENT. IN NO EVENT SHALL BLUE COAT SYSTEMS, INC., ITS SUPPLIERS OR

ITS LICENSORS BE LIABLE FOR ANY DAMAGES, WHETHER ARISING IN TORT, CONTRACT OR

ANY OTHER LEGAL THEORY EVEN IF BLUE COAT SYSTEMS, INC. HAS BEEN ADVISED OF

THE POSSIBILITY OF SUCH DAMAGES. The Software and all related technical information,

documents and materials are subject to export controls under the U.S. Export Administration

Regulations and the export regulations of other countries.

Document Number: 231-02781

Document Revision: SGOS 4.1—6/09/05

Contents

Contact Information

Chapter 1: Upgrading—Overview

Changes Between SGOS 3.x and SGOS 4.x......................................................................................................5

About the Document Organization ..................................................................................................................5

Related Blue Coat Documentation....................................................................................................................5

Document Conventions......................................................................................................................................6

Chapter 2: Upgrade Behavior, General

Upgrading ............................................................................................................................................................7

Restoring to Previous Versions .........................................................................................................................8

Changing Between SGOS 4.x Versions ............................................................................................................9

Licensing .............................................................................................................................................................10

Hardware Supported ........................................................................................................................................12

Documentation References ..............................................................................................................................12

Chapter 3: Feature-Specific Upgrade Behavior

Access Logging ..................................................................................................................................................13

Authentication ...................................................................................................................................................17

Bandwidth Management..................................................................................................................................17

Compression ......................................................................................................................................................18

Content Filtering................................................................................................................................................19

CPU Monitoring ...............................................................................................................................................19

Endpoint Mapper and SOCKS Compression................................................................................................20

ICAP Patience Page...........................................................................................................................................20

Policy ...................................................................................................................................................................21

Securing the Serial Port ....................................................................................................................................30

SmartFilter Version 4 ........................................................................................................................................30

SSL Key Management .......................................................................................................................................30

Index

iii

Blue Coat SGOS 4.x Upgrade Guide

Upgrading—Overview

Chapter 1:

Blue Coat ® strongly recommends that you read this document before attempting to upgrade to SGOS

4.x from previous Proxy SG operating systems.

Existing features and policies might not perform as with previous versions, and upgrading to this

version might require some additional configuration tuning. This SGOS version provides high

security for the network, so when downgrading to previous versions, not all configurations and

policies are retained.

Changes Between SGOS 3.x and SGOS 4.x

Unlike SGOS 3.x, SGOS 4.x does not permit upgrades from SGOS 2.x or CacheOS 4.x. All systems

must be upgraded to SGOS 3.2.4 before being upgraded to SGOS 4.x. For information on the correct

upgrade path, see Table 2.1, “Upgrade Paths” on page 7.

If you attempt to download the next major release and you receive an error message saying that the

download failed due to policy deprecations, your policy uses constructs that are no longer supported

in SGOS 4.x. You must correct any policy syntax problems before upgrading.For information on

checking on policy deprecation, see "Policy Deprecation" on page 22.

If the upgrade path is followed, most of the current settings on the Proxy SG are maintained after the

upgrade. New or transformed settings in SGOS 4.x are taken from the original settings wherever

possible.

About the Document Organization

This document is organized for easy reference, and is divided into the following sections and chapters:

Table 1.1: Document Organization

Chapter Title

Description

Chapter 1 – Introducing the Upgrade/Downgrade

Guide

Upgrade differences between SGOS 3.2.x and SGOS 4.x. Blue

Coat documentation and documentation conventions are

also discussed.

Chapter 2 – Upgrade Behavior, General

This chapter discusses general upgrade issues, including the

required upgrade path and licensing.

Chapter 3 – Upgrade Behavior, Specifics

This chapter identifies new features in SGOS 4.x and

discusses any upgrade/downgrade issues.

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