Converting to an integration with Forefront TMG

Before you begin

Applies to:
  • Forcepoint URL Filtering, v8.5.x

You can convert an existing standalone deployment of Forcepoint URL Filtering to one that is integrated with TMG, without losing any configuration settings. The conversion process preserves such settings as policies, port numbers, and IP addresses.

Steps

  1. Use the Backup Utility to back up the web protection configuration and initialization files. See the Backup and Restore FAQ for instructions.
  2. Upgrade your web protection software to the current version.
    After installing, it is a good idea to run the Backup Utility again to have a baseline for your upgraded software.
  3. Make sure your web protection software is running. The uninstaller looks for Policy Server during the removal process.
    Warning: Do not remove components when the associated Policy Server is stopped. If Policy Server is not running, files for the selected components are removed, but configuration information is not updated. Problems could occur later if you attempt to reinstall these components.
  4. Uninstall Filtering Service.
    See Removing web protection components for instructions. Be sure to remove only Filtering Service.
  5. Reinstall Filtering Service to integrate with TMG.
    See Adding web protection components for instructions. As you follow those instructions do the following on the screens noted below:
    • On the Select Components screen, select Filtering Service.
    • On the Integration Option screen, select Install Forcepoint URL Filtering to integrate with a third-party product or device.
    • On the Select Integration screen, select Microsoft Forefront Threat Management Gateway.
  6. Install the ISAPI Filter plug-in on the TMG machine. For instructions, see Installing Forcepoint URL Filtering to integrate with Forefront TMG.
  7. Enable authentication so that users can be properly identified and their Internet requests can be processed. For instructions, see User identification and authentication with Forefront TMG.