Armor Knowledge Base  /  Armor Complete  /  Installation  /  Generation 4 Upgrade Information

Post-Upgrade Process for Account Administrators

This document only applies to Armor Complete account administrators who have been notified by Armor that their account has fully upgraded to Generation 4. Additionally, this document only applies to users who have complete the pre-upgrade tasks. 

24 hours before the upgrade process began, you received instructions regarding the pre-upgrade process. Armor highly recommends that you complete the two tasks before you continue with this document. To learn how to complete the pre-upgrade tasks, see Generation 4 Upgrade Information.

Step 1: Review post-upgrade considerations

Operating system availability and fixed instance offerings

During the upgrade process, your virtual machines from Generation 3 have been replicated into the Generation 4 platform.

If you decide to add or update a virtual machine, Armor offers a pre-defined list of virtual machine, displayed in the Armor Management Portal (AMP). You can search and select a virtual machine based on your operating system, CPU, or memory needs. 

If you add or update a virtual machine in Generation 4, that virtual machine will be priced according to the updated pricing structure.

To learn more, see Pricing / Billing in Generation 4.

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Step 1: Review your virtual machines

To ensure a successful upgrade, Armor recommends that you review your virtual machines. 
  1. In the Armor Management Portal (AMP), in the left-side navigation, click Infrastructure
  2. Click Virtual Machines
  3. Review the listed virtual machines. 
    • If you have any questions, contact Armor Support. For more information, see Armor Support.
    • To learn how to create a virtual machine, see Virtual Machines

If you add or update a virtual machine in Generation 4, those changes will be priced according to the updated pricing structure for Generation 4.


Step 2: Enable SSL/VPN access for your users

If you run Ubuntu 16.x, see Install SSL VPN for Ubuntu 16.x


Step 3: Enable and install your SSL/VPN access 

If you have accounts in multiple virtual data centers, you must install the SSL/VPN client for each data center. 

For Account Administrators only.

  1. In the Armor Management Portal (AMP), in the left-side navigation, click Infrastructure
  2. Click SSL VPN
  3. Click Members.
  4. Click the plus ( + ) icon.
  5. In the field, enter and select the name of the user, or their email address.

  6. Mark the desired data center or data centers that the user can connect to.

  7. Click Submit.

    • The newly added user will appear in the table; the table is organized in alphabetical order, based on the first name of the user. 
  8. Click Client
  9. Click Download SSL VPN client
    • AMP will automatically detect your operating system; however, you can click Download for another platform to view other operating system options.
    • When you open the client, follow the on-screen installation instructions. 
    • For Windows users, the client will download as a .zip file.

      • Extract the installation files to your local hard drive.
      • Launch the installer.exe file to begin the installation. 

      For Mac OS users, the client will download as a .tgzfile.

      • Extract the installation files to your local hard drive.
      • Access the mac_phat_client folder, and then run the naclient.pkg installer. 
      • When you run the installer, you will see an error regarding the certificate. Click Continue. (In a future release, Armor will resolve the issue.)
      • To launch the SSL VPN client, in your Applications folder, search for naclient.
      • If you run Mac OS 10.11 or higher, then please review Install SSL VPN Client for Mac OS, version 10.11 and higher
  10. After installation, open the client.
    • In the drop-down menu, default will be listed. 



  11. Click Settings.
    • To add a new connection, you must enter a Connection Alias, Hostname/IP Address, and Port, which you can find in AMP. 



  12. Return to AMP, specifically to the Client section of the SSL VPNscreen.
  13. Use the Client Configuration table to locate the data center and corresponding information to add to the client. 



  14. Under Client Configuration, copy the Location information, and then paste that information into Connection Alias.
  15. Under Client Configuration, copy the HOST/FQDN information, and then paste that information into Hostname/IP Address.
  16. Under Client Configuration, copy the Port information, and then paste that information into Port.
  17. Click Add.
  18. Click OK.
  19. In the drop-down menu, select the newly created connection.
  20. Log into the client.
    • Your SSL VPN login credentials are the same credentials you use to access the Armor Management Portal (AMP). 


Step 4: Review your firewall rules

To ensure a successful upgrade, Armor recommends that you review your firewall rules.
  1. In the Armor Management Portal (AMP), in the left-side navigation, click Security
  2. Click Firewall
  3. Review the listed firewall rules. 
    • If you have any questions, contact Armor Support. For more information, see Armor Support
    • To learn how to create a firewall rule, see Firewall Rules


(Optional) Step 5: Create additional roles 

Before the upgrade process began, Armor had created default roles and assigned those roles to your users. 

Now, you can assign and customize additional roles to your users, or modify the default roles from Armor. 

You can assign multiple roles to a user.

To learn more about Roles and Permissions, see Roles and Permissions.


(Optional) Step 6: Assign roles to existing users

This step only applies if you created additional roles for your users.


Step 7: Invite your users

During the upgrade process, Armor transferred your users into the Armor Management Portal (AMP).  

Similar to account administrators, upgraded users must also complete the account signup process. 

  1. In the Armor Management Portal, in the left-side navigation, click Account
  2. Click Users
  3. Locate and hover over the desired user.
  4. Select Resend Invitation. An email will be sent to the user. 
    • After 96 hours, the sign-up link in the email will expire.  
    • If the link expires, you can resend the user invitation. (In the Users screen, click the corresponding gear icon, and then select Resend Invitation.)
  5. Repeat the above steps for every user. 

To help your users, you can share the Invited Users document located in the Armor Knowledge Base.


Step 8: Update your Vormetric account

If you used Vormetric in Generation 3, you must update your Vormetric account for Generation 4. 

After the upgrade process, Armor will send you instructions regarding how to update your Vormetric account. 

To learn more, see Upgrade Your Vormetric Environment for Generation 4


Step 9: Subscribe to data center notifications


Step 10: Configure your notification preferences

Armor recommends that you configure your account to receive notifications for Account, Billing, and Technical events.

These notification preferences do not relate to support tickets.

To update your notification preferences for support tickets, see Support Tickets.

Account

You will receive a notification when:

  • A password expires in 14 days.
  • A password expires in 7 days.
  • A password expires in 24 hours.
  • A password has expired.
Billing

You will receive a notification when:

  • An invoice has posted. 
  • An invoice is past due (2, 10, 15, 25, and 30 days).
  • A payment method will soon expire (1, 15, and 30 days).

You can configure a user to become the primary billing contact for an account. This user will receive billing notifications. Additionally, this user will be listed in the Bill to field in an invoice. 

  1. In the Armor Management Portal (AMP), in the left-side navigation, click Account.
  2. Click Users
  3. Locate and hover over the desired user. 
  4. Click the vertical ellipses. 
  5. Select Set as Primary Billing Contact
  6. Click OK
Technical

You will receive a notification when:

  • A virtual machine will be deleted or downgraded.
  • CPU, disk, and memory utilization is at more than 90% for 5 minutes.
  • Ping, SSH (Linux), or RDP (Windows) fails for 5 minutes.

You can only change the notification preferences for your own account. You cannot change the notification preferences for other user accounts.

  1. In the Armor Management Portal (AMP), in the top, right corner, click the vertical ellipses.
  2. Click Settings
  3. Click Notification Preferences.
  4. Use the slider to make your desired changes. 
    • Select Alert to receive notifications in the top bar in the Armor Management Portal (AMP). 
    • Select Email to receive notifications through email. 
    • You can select both notification options.
  5. Click Update Notification Preference to save your changes. 




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