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Before you begin, to better understand the upgrade process, Armor recommends that you review the Frequently Asked Questions for Generation 4 documentation.

Overview

This document only applies to Armor Complete account administrators who have been notified by Armor to perform two pre-upgrade tasks.  

24 hours before your scheduled upgrade begins, you will receive an invitation from Armor to complete the account signup process to access the Armor Management Portal (AMP).

Before the upgrade process begins, Armor recommends that you complete the two tasks below so that after the upgrade process is complete, you and your users can easily access AMP. 


Step 1: Complete your account signup

In this step, you will add your phone number to your account. This phone number will be used for multi-factor authentication. To complete the account signup process and to log into AMP, you must be near this phone number.
  1. In the email from Armor, click the sign-up link to access the Redeem Invitation screen.
  2. Note your Armor username. 
  3. In Password and Confirm Password, create and enter your account password. 
    • Your password must be at least 12 characters in length.
    • Your password must contain an upper-case character, a lower-case character, a number, and a special character.
    • Your password cannot contain personal information, such as your name, email address, birthday, etc.
    • You can only change your password once every 24 hours.
    • Passwords expire after 45 days. 
    • After 6 failed login attempts, you will be locked out of your account for an hour. To resolve this, you must contact your account administrator or contact Armor Support.
    • After 15 minutes of no activity, you will be logged out of the Armor Management Portal (AMP).  
  4. Complete the Challenge Phrase and Challenge Response
    • If you call Armor for technical support, you will be asked the Challenge Phrase, and you must correctly answer the Challenge Response
    • Do not use inappropriate language or suggestive material. 
    • The answer must be at least five characters long. 
  5. In Phone Number, select your country code / flag, and then enter your phone number. 

    • This phone number will be used for multi-factor authentication (MFA). Every time you log into the Armor Management Portal (AMP), you will receive a phone call in order to complete the login process.
    • In Phone Number, you can enter a phone number with spaces and special characters, such as (555) 555-555. 
    • (Optional) If your phone number contains an extension, in Extension, enter the number. You cannot include spaces or special characters in this field.
  6. Click Validate
  7. You will receive a phone call. Answer the phone, and then follow the instructions.
  8. After the call, in the Redeem Invitation screen, click Submit. You will be taken to the Armor Management Portal (AMP) login page.
  9. Enter your username and password, and then click Login.
  10. You will receive a phone call. Answer the phone, and then follow the instructions to access AMP.
 


Step 2: Review assigned roles

In the Armor Management Portal (AMP), roles are similar to job titles that you can create and assign to your users. You can populate these roles with specific permissions to restrict the type of access your users can have in AMP.

For example, if you have a user who simply needs accounting permissions in AMP, you can create an Accounting role, assign accounting-related permissions to the role, and then assign the Accounting role the specific user. 

To prepare for the upgrade process, Armor has:

  • Created three default roles (Admin, Technical, and Billing) with permissions
  • Transferred your users into AMP
  • Assigned one of the default roles to your users 

Step 1: View default roles and permissions 

Armor recommends that you review the assigned roles, along with their corresponding permissions.

 Permissions in the default Admin role

The default Admin role contains every permission available.

The Admin role is automatically assigned to a new administrator account.

To review every available permissions, see Review available permissions.



 Permissions in the default Billing role

At a high-level, the default Billing role contains mostly read-only permissions.

Review the following table to better understand the specific permissions associated with the default Billing role. 

AMP ScreenPermissionDescription

Security Dashboard (landing page)

Read Dashboard StatisticsThis permissions allows you to view the widgets (and corresponding data) that populate the security dashboard. These widgets display a high-level status of your virtual machines, agents, and open security incidents.

Malware Protection

Read AVAMThis permissions allows you to view antivirus and anti-malware (malware protection) details for each virtual machine.

FIM

Read FIMThis permissions allows you to view file integrity details for each virtual machine.

Patching

Read OS PackagesThis permissions allows you to view details OS patching details for each virtual machine.

Log Management

Read LogManagement

This permissions allows you to view high-level information for log collection for each virtual machine, such as:

  • Date logs were last received
  • Average size of collected logs
  • Log Status
Log Management

Read LogSearch

This permission allows you to view details for log collection, such as the specific log message, for each virtual machine.

Firewall

Read Firewall

This permissions allows you to view details for firewall rules for each virtual machine.

MarketplaceRead Product Catalog

This permission allows you to view available add-on products.

You must have this permission enabled in your account in order to view purchased services and also to order new services in AMP.

Marketplace (and My Products)View SubscriptionsThis permission allows you to view subscription-based add-on products in the My Products screen of the User Details screen.
WorkloadsRead Workload(s)

This permission allows you to view high-level data for workloads, such as

  • the associated data center
  • the number of tiers within the workload
  • the number of virtual machines within the workload
Virtual Machines / VM DetailsWrite OrdersThis permission allows you to provision a new virtual machine.
Virtual Machines / VM DetailsRead Virtual Machine StatsThis permission allows you to view usage data for a virtual data. This data is displayed in a line graph.
Virtual Machines / VM DetailsRead Virtual Machine(s)

This permission allows you to view data for a virtual machine, such as

  • Operating system
  • Size
  • Corresponding workload
  • Status
Virtual Machines / VM DetailsRead Location(s)This permission allows you to view a list of available Armor data centers when you manage your virtual machines.
Virtual Machines / VM DetailsRead Virtual Data CentersThis permission allows you to view the list of virtual environments in your account.
Virtual Machines / VM DetailsRead Server Replication

This permission allows you to view high-level data for the server replication (disaster recovery) add-on product. Specifically, this permission allows you to view:

  • The status of the add-on product (configuring, enabled, disabled)
  • The location of the primary data center
  • The location of the failover data center
  • The status of the replication
Virtual Machines / VM DetailsRead TasksThis permission allows you to view pending tasks, such as a scheduled delete or downsize of a virtual machine.
Virtual Machines / VM DetailsRead StorageThis permission allows you to view disk and storage information for a virtual machine.
IP AddressesRead Network IPThis permission allows you to view data for unassigned and assigned public and private IP addresses
IP AddressesRead Network NATThis permission allows you to view DNAT assignments.
L2L VPNRead Network L2LThis permission allows you to view high-level data for your L2L network tunnels.
SSL/VPNRead SSL VPN Devices and UsersThis permission allows you to view the status of your users' SSL VPN client.
ComplianceRead ComplianceThis permission allows you to view information for the vulnerability scanning add-on product information. Specifically, you will see the status of the add-on product.

Tickets + Notification

Read Ticket(s)This permission allows you to view previous and current support tickets.
Tickets + NotificationWrite Ticket(s)This permission allows you to create and follow a support ticket.
Overview (Account screen)Read Identity

This permission allows you to view the account-level information, such as

  • Account overview
  • Armor contacts
  • User profiles
  • Roles and permissions
User DetailUpdate Personal Identity

This permission allows you to update your personal account information, such as your:

  • Password
  • Challenge Phrase
  • Challenge Response
User DetailRead Notification(s)This permission allows you to view the notification preferences for your users, such as a user's preference to receive an email regarding technical updates.
InvoicesView InvoicesThis permission allows you to view current and previous invoices.
Payment MethodsRead Payment InformationThis permission allows you to view current payment information, such as the primary payment method.
Payment MethodsWrite / Update Payment InformationThis permission allows you to update the payment information, such as adding a new credit card or assigning a new primary payment method
Not applicableRead Entity Metadata

This permission allows you to view optional notes and tags that have been added to various AMP resources, such as a note added to a virtual machine.

Not applicableWrite Entity MetadataThis permission allows you to add, update, and delete optional notes and tags to various AMP resource, such as adding a note to a virtual machine.
Not applicableGlobal SearchThis permission allows you to use the global search function throughout AMP.


 Permissions in the default Technical role

At a high-level, the default Technical role contains read-only and write-only permissions, with a focus on security and infrastructure resources in AMP.

Review the following table to better understand the specific permissions associated with the default Technical role. 

AMP ScreenPermissionDescription

Security Dashboard (landing page)

Read Dashboard StatisticsThis permissions allows you to view the widgets (and corresponding data) that populate the security dashboard. These widgets display a high-level status of your virtual machines, agents, and open security incidents.
Malware ProtectionRead AVAMThis permissions allows you to view antivirus and anti-malware (malware protection) details for each virtual machine.
FIMRead FIMThis permissions allows you to view file integrity details for each virtual machine.
PatchingRead OS PackagesThis permissions allows you to view details OS patching details for each virtual machine.
Log ManagementRead LogManagement

This permissions allows you to view high-level information for log collection for each virtual machine, such as:

  • Date logs were last received
  • Average size of collected logs
  • Log Status
Log ManagementRead LogSearchThis permission allows you to view details for log collection, such as the specific log message, for each virtual machine.
Log Management

Write LogManagement

This permission allows you to update the log management service, specifically the permission to upgrade the log retention plan.
FirewallRead FirewallThis permissions allows you to view details for firewall rules for each virtual machine.
FirewallWrite FirewallThis permissions allows you to add, update, or delete firewall rules.
MarketplaceRead Product Catalog

This permission allows you to view available add-on products.

You must have this permission enabled in your account in order to view purchased services and also to order new services in AMP.

Marketplace (and My Products)View SubscriptionsThis permission allows you to view subscription-based add-on products in the My Products screen of the User Details screen.
Marketplace (and My Products)Write Subscriptions

This permission allows you to view the Armor Marketplace, as well as add and cancel subscription-based add-on products.

Specifically, you can add the subscription in the Armor Marketplace, and then cancel the subscription in the My Products screen of the User Details screen.

WorkloadsRead Workload(s)

This permission allows you to view high-level data for workloads, such as

  • the associated data center
  • the number of tiers within the workload
  • the number of virtual machines within the workload
WorkloadsWrite WorkloadThis permission allows you to create, update, and remove workloads and tiers.
Virtual Machines / VM DetailsWrite OrdersThis permission allows you to provision a new virtual machine.
Virtual Machines / VM DetailsRead Virtual Machine StatsThis permission allows you to view usage data for a virtual data. This data is displayed in a line graph.
Virtual Machines / VM DetailsRead Virtual Machine(s)

This permission allows you to view data for a virtual machine, such as

  • Operating system
  • Size
  • Corresponding workload
  • Status
Virtual Machines / VM DetailsScale Virtual MachineThis permission allows you upgrade or downgrade (resize) the size of a virtual machine.
Virtual Machines / VM DetailsWrite Virtual MachineThis permission allows you to create, update, and remove virtual machines.
Virtual Machines / VM DetailsRead Location(s)This permission allows you to view a list of available Armor data centers when you manage your virtual machines.
Virtual Machines / VM DetailRead Virtual Data CentersThis permission allows you to view the list of virtual environments in your account.
Virtual MachinesRead Server Replication

This permission allows you to view high-level data for the server replication (disaster recovery) add-on product. Specifically, this permission allows you to view:

  • The status of the add-on product (configuring, enabled, disabled)
  • The location of the primary data center
  • The location of the failover data center
  • The status of the replication
Virtual MachinesWrite Server ReplicationThis permission allows you to order and cancel the server replication add-on product.
Virtual MachinesRead TasksThis permission allows you to view pending tasks, such as a scheduled delete or downsize of a virtual machine.
Virtual MachinesWrite TasksThis permission allows you to schedule a delete or downsize of a virtual machine.
Virtual MachinesRead StorageThis permission allows you to view disk and storage information for a virtual machine.
IP AddressesRead Network IPThis permission allows you to view data for unassigned and assigned public and private IP addresses
IP AddressesWrite Network IP

This permission allows you to update an IP address, such as:

  • Assign an IP addresses
  • Unassign an IP addresses
  • Delete IP address
  • Request a new public IP address
IP AddressesRead Network NATThis permission allows you to view DNAT assignments.
IP AddressesWrite Network NATThis permission allows you to add and remove DNAT assignments.
L2L VPNRead Network L2LThis permission allows you to view high-level data for your L2L network tunnels. 
L2L VPNWrite Network L2LThis permission allows you to add, update, and remove L2L tunnels.
SSL/VPNRead SSL VPN Devices and UsersThis permission allows you to view the status of your users' SSL VPN client.
SSL/VPNWrite SSL VPN Devices and UserThis permission allows you to enable your users the ability to download and install the SSL VPN client.
ComplianceRead ComplianceThis permission allows you to view information for the vulnerability scanning add-on product information. Specifically, you will see the status of the add-on product.
ComplianceWrite ComplianceThis permission allows you to upgrade, downgrade, or delete the vulnerability scanning add-on product.
Tickets + NotificationRead Ticket(s)This permission allows you to view previous and current support tickets.
Tickets + NotificationWrite Ticket(s)This permission allows you to create and follow a support ticket.
Overview (Account screen)Read Identity

This permission allows you to view the account-level information, such as

  • Account overview
  • Armor contacts
  • User profiles
  • Roles and permissions
User DetailUpdate Personal Identity

This permission allows you to update your personal account information, such as your:

  • Password
  • Challenge Phrase
  • Challenge Response
User DetailRead Notification(s)This permission allows you to view the notification preferences for your users, such as a user's preference to receive an email regarding technical updates.
Not applicableRead Entity MetadataThis permission allows you to view optional notes and tags that have been added to various AMP resources, such as a note added to a virtual machine.
Not applicableWrite Entity MetadataThis permission allows you to add, update, and delete optional notes and tags to various AMP resource, such as adding a note to a virtual machine.
Not applicableGlobal SearchThis permission allows you to use the global search function throughout AMP.




(Optional) Step 2: Update assigned roles 

  1. In the Armor Management Portal (AMP), in the left-side navigation, click Account
  2. Click Roles + Permissions
  3. Click Admin
  4. Click Members
  5. Review and confirm the list of assigned users.  
  6. (Optional) To remove a user from this role, in the table, hover over the desired user, click the trash icon, and then click Remove Access.
  7. In the left-side navigation, click Roles + Permissions.
  8. Click Billing.
  9. Click Members.
  10. Review and confirm the list of assigned users.  
  11. (Optional) To remove a user from this role, in the table, hover over the desired user, click the trash icon, and then click Remove Access.
  12. In the left-side navigation, click Roles + Permissions.
  13. Click Technical.  
  14. Click Members.
  15. Review and confirm the list of assigned users.  
  16. (Optional) To remove a user from this role, in the table, hover over the desired user, click the trash icon, and then click Remove Access.



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