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Quick Start Guide

SG-S400 Series

13 Unpacking the Appliance 3 Verifying the LEDs and LCD Display To install the SG-S400 appliance into a four-post equipment rack, follow the steps below:
1. Attach the inner rail to the appliance (Figure 5):
To verify that the appliance has booted and is operational, check the following: a. Align the inner rail to the four mounting posts on the side of the chassis and lock the rail into position
Unpack the shipment package and verify the contents of the box.
by sliding it towards the rear of the appliance. Ensure that all four mounting posts snap into the slots
Figure 3 shows the location of all the major control functions located on the front panel of the SG-S400 on the inner rail.
The Blue Coat SG-S400 series appliance ships with the following components: series appliance. After the appliance boots up, the System Management LED should be Off while the
b. Install (1) M3 screw to secure the inner rail to the appliance.
 Blue Coat SG-S400 series appliance  Software License Agreement Power LED should alternate between amber and green, denoting an unconfigured state.
c. Align the rack mount ear against the raised mounting posts and install (2) M3L4 screws to secure the
 Two AC power cords  Safety and Regulatory Compliance Guide rack mount ear to the appliance. Ensure that the captive screw faces the front.
d. Repeat steps 1a-1c for the opposite inner rail.
 Null-modem serial cable  Quick Start Guide (this document)

 Two / four post slide-rail kit  Rack mount ears w/ installation hardware

23 Connecting the Cables


Blue Coat recommends connecting the cables and verifying the LEDs and LCD display to ensure
functionality before rack mounting the appliance.

Note: Network deployment cables are not included and must be supplied by the user.
After completing the function check, power down the appliance by pressing the rear soft power switch.
Figure 1 shows a typical Blue Coat SG-S400 network deployment:
Remove the network cables and power cords to prepare the appliance for rack mounting.

2. Assemble the slide-rails (Figure 6):


4 Rack Mounting the Appliance a. Loosely attach Rail_C to Rail_A. The precise attachment location depends on how far Rail_C must be
extended (or retracted) to fit your specific equipment rack model. It might be necessary to remove
The following installation assumes the network deployment shown in Figure 1 is in use. For other The slide-rail rack mounting kit included with the appliance allows the appliance to be installed in Rail_C from Rail_A to determine the proper installation length for your network rack.
deployment options, see the deployment guides, available for viewing at: multiple configurations. This Quick Start Guide will show the tasks required to install the SG-S400 Temporarily mount Rail_C to Rail_A by doing the following:
https://bto.bluecoat.com/documentation/pubs/SGOS 6 series appliance into a four-post rack.
1. Approximate the slide-rail installation length by lining up the front and rear mounting faces
Note: For comprehensive information on the slide-rail rack mounting kit and additional installation against the equipment rail. Be sure that the slide-rail mounting faces are on the outside of the
options, see the S400 Series Maintenance and Upgrade Guide at: equipment rack vertical rails.
https://bto.bluecoat.com/documentation/pubs/view/S400 Series 2. Temporarily install (3) M3 screws through the slotted hole located on Rail_C after the
installation length has been determined. Be sure to install the screws equidistantly to distribute
To ensure safety before you begin rack mounting the appliance, follow these instructions: the loads placed on the rail.
1. Power off the appliance and disconnect all cables. b. Repeat step 2a for the opposite slide-rail.
2. Read the Rack Mount Warnings section of the included Safety and Regulatory Compliance
Guide.
3. Take adequate safety and grounding measures to avoid creating an electric shock hazard and to
prevent bodily injury.

To install the SG-S400 into a four-post equipment rack, you may need the following tools and
hardware:

 M4 Nut driver / Adjustable wrench  #2 Phillips head screwdriver

 Equipment rack specific screws (please refer to your equipment rack guide for more information)
To function test your SG-S400 appliance in an in-path deployment (Figure 2):
1. Remove the EULA (End User License Agreement) sticker located on the rear of the appliance.
Be aware that you are agreeing to the terms and conditions of the EULA by removing the sticker To install the SG-S400 into a four-post equipment rack, you need the following items:
and installing the product.
2. Disconnect the existing LAN switch cable from the WAN router.
3. Connect the Ethernet cable from the LAN switch and plug it into the 2:1 port network interface on
the SG-S400 appliance.
4. Connect an Ethernet cable from the WAN router to the 2:0 port network interface on the SG- 3. Mount the slide-rail assemblies into the four-post rack (Figure 7, located on the other side of the poster):
S400 appliance. The interface auto-negotiates 10/100/1000 Base-T speed and duplex settings. a. Place the assembled slide-rail against the equipment rack and attach the Rail_A front bracket to the
5. Connect a null-modem serial cable from the SG-S400 appliance to a PC (or serial terminal). This outside face of the rack using (2) rack screws. Do not fully tighten! The Rail_A front bracket will be
connection is used to perform initial configuration via a direct serial connection. tightened after the appliance is secured in step 4c.
6. Connect the socket end of the enclosed power cords into the power supply inlets, and then b. Extend (or retract) Rail_C to align the mounting face of the bracket against the outside face of the
connect the plug into a power source. If the appliance does not automatically power on, switch equipment rack and attach with (2) rail screws. Do not fully tighten! The Rail_C bracket will be
the appliance on by pressing the rear soft power switch and continue to section three. tightened after the appliance is secured in step 4c.
c. Tighten the Rail_C side mounting screws.
Note: This appliance retains memory of being turned off with the soft power switch. In such cases,
d. Repeat steps 3a-3c for the other side. Ensure both slide-rail assemblies are at the same
the soft power switch must be used to turn it back on after power is connected. However, if power is
disconnected while the appliance is on, it will automatically turn on when power is restored. height in the rack.

Note: You must remove the inner rail from Rail_A before starting the installation. For more information
on this task, refer to the S400 Series Maintenance and Upgrade Guide.

Flip over to complete the installation


3. Configure the terminal emulation software to the following settings: 83 Troubleshooting
Baud rate: 9600 bps Data bits: 8
This section describes how to troubleshoot several hardware problems.
Parity: none Stop bits: 1
Problem: The system does not power up.
Flow control: none
Solution: Check the power cords and verify that the outlet is receiving power.
4. Power on the SG-S400 appliance and then press <Enter> three times on the terminal emulator.
5. Choose a configuration method: Problem: The System and Power LEDs are green, but there is no network connectivity.
Solution: Check the network connections to verify that they are not loose. Otherwise, the problem might
 [Manual Setup] Select this method if you are configuring the SG-S400 appliance without
be a bad network cable or an issue with the router/switch.
Director (provides centralized management for SG appliances).
 [Director-managed setup] Select this method if you are registering this SG-S400 with Problem: I am unable to access the management console using my browser.
Director. You will need the Director appliance IP address and registration password. To Solution: Check all network configuration information, the subnet mask and default-router configurations,
continue with Director-managed setup, go to step 7. and that no other devices on the network are attempting to use the same IP address.
6. Select how this SG-S400 will be deployed:
Problem: I receive an invalid certificate warning when attempting to access the management console
 [Acceleration] Select this solution for simplified configuration of acceleration deployments. using my browser.
Selecting acceleration sets the Sky Management Console as the default interface. This
Solution: This is normal. The SG-S400 generates a self-signed certificate upon initial configuration. You
solution is typically for MACH5 Edition owners.
can safely ignore the warning or import the SG certificate into your browser to avoid future
If you select acceleration, you must choose one of the following physical deployment options: warnings.
 Physically in-path
Problem: I do not see my appliance model listed on the SGOS download page for the release I want to
 Virtually in-path using WCCP install. Can I download any version to upgrade or downgrade my appliance?
 Any other Solution: Blue Coat has specific upgrade/downgrade path recommendations and SGOS versions for
your appliance in order to ensure reliability and performance. Deviating from these
 [Other Solution] Select this solution for all other deployments. This solution is typically for recommendations might result in a non-operational appliance. Do not attempt to install
Proxy Edition owners. Selecting this sets the Advanced Management Console as the unsupported versions of SGOS onto your appliance.
default interface.
7. Enter the network configuration parameters when prompted. If your SG-S400 appliance is Problem: After successful configuration of the appliance, the LCD continues to display IP address not
connected to the network, the configuration wizard will attempt to verify DNS server addresses configured.
4. Secure the SG-S400 appliance into the equipment rack (Figure 8): and auto-detect link settings. Solution: Add a valid IP address for the SYS MGMT 0:0 port (system management). Note that an
a. Align the grooves on the inner rail with those on Rail_A, and slide the appliance half-way unconfigured SYS MGMT 0:0 port does not impact functionality or otherwise affect
into the rack. performance of the appliance in any way.
b. Depress the gray tab on the inner rail to slide the appliance fully into the equipment rack.
c. Withdraw the appliance to access the rack mounting screws and tighten the Rail_A and Rail_C
rack mounting screws that secure the slide-rails to the equipment rack (See Figure 7, inset a 63 Logging in to and Licensing the SG-S400 Appliance
and b).
d. Push the appliance fully into the equipment rack. After your SG-S400 appliance is configured for network access, complete the installation by verifying
network connectivity and registering and licensing the appliance.
e. Tighten the thumbscrews on the retaining ears to prevent the unit from sliding out of the
equipment rack. To complete the SG-S400 installation:
Service Information
1. Verify that you can log in to the appliance via the Web browser. To log in to the appliance: How to Contact Support — For the current list of regional customer support phone numbers, go to:
a. Enter the SG-S400 IP address into your Web browser's Address or Location box using the http://www.bluecoat.com/contact/customer-support
following format: https://SG_ipaddress:8082. When contacting Blue Coat Systems for technical phone support or to set up an RMA, be prepared to
b. Enter the user name and password specified during configuration to access the management provide your serial number to verify entitlement. If you do not have your serial number, supply Blue Coat
console. The management console loads within your browser window. with your Support Contract Number, which can be found on your Support Contract Certificate.
2. After login, register and activate your license. If you have a Proxy Edition license, go to If you have purchased a Support Contract but have not received a Support Contract Certificate, go to:
step a; if you have a MACH5 Edition license, go to step b. http://www.bluecoat.com/contact/customer-support
BlueTouch Online — BlueTouch Online https://bto.bluecoat.com allows you to create new technical
a. To activate a license from the Advanced Management Console, navigate to the License page:
support cases and review and comment on open cases at any time. You also have access to exclusive
Maintenance > Licensing > Install and click Retrieve. The Request License Key dialog
Blue Coat support materials, installation notes, and updates.
displays. Go to step c to finish licensing the appliance.
To obtain a BlueTouch Online login, go to:
b. To activate a license from the Sky Management Console, navigate to the License page: https://bto.bluecoat.com/requestlogin
System Settings > Software > Licensing.
c. Enter your existing BlueTouch Online credentials and click Request license (for the Advanced Blue Coat Support Offerings — For a list, see http://www.bluecoat.com/support/
Management Console) or Submit credentials and install license (for the Sky Management
Americas: Rest of the World:
Console). Blue Coat Systems Inc. Blue Coat Systems International SARL
420 North Mary Ave 3a Route des Arsenaux
Note: The SG-S400 appliance ships with a 60-day trial period. The appliance can be registered and Sunnyvale, CA 94085-4121 1700 Fribourg, Switzerland
licensed at any time during that period.

Recycling Information
73 Next Steps RECYCLE YOUR OLD BLUE COAT APPLIANCE! — Blue Coat offers an easy and sustainable way to
recycle your decommissioned Blue Coat appliances. Simply use your new shipping box to send us your
old appliance, absolutely free of charge. For details and shipping information, please visit:
5. Reconnect the cables. Follow the instructions in Task 2— Connecting the Cables and Task 3 — This section lists additional resources for the SG-S400 appliance. http://www.bluecoat.com/support/recycling-blue-coat-products
Verifying the LEDs and LCD Display, to verify proper function.
Context-Sensitive Help Online Help. To access, click the Help button in the Sky
WHY RECYCLE? — According to the latest figures on E-Waste and Recycling from the Environmental
Management Console or Advanced Management Console.
Protection Agency (EPA), the recycling rate for electronic waste in the United States is under 20%. The
Reference Documentation To access the SG-S400 appliance reference documentation, remaining 80% of waste products end up in landfills or incinerators.
click the documentation link in the Sky Management Without proper recycling, toxic chemicals and other hazardous materials pose serious environmental and
Console or Advanced Management Console interfaces, or health risks. By offering a free and easy-to-use Product Take-Back program to its customers, Blue Coat
enables businesses to efficiently and responsibly dispose of their used technology. Find out how!
53 Performing Initial Configuration visit:
https://bto.bluecoat.com/documentation/pubs/SGOS 6
1. Fast and easy to use
Hardware Documentation Blue Coat hardware document depository, to access visit: Use your new appliance carton to ship us your old technology.
You must have the following network information on hand to perform initial configuration:
https://bto.bluecoat.com/document/pubs/hardware 2. Protects people and the planet
Responsible technology recycling is good for business and the environment.
 SG-S400 IP address  Default Gateway IP address Answers to Frequently Asked Questions Blue Coat Knowledge Base, available at: 3. Free for our customers
https://kb.bluecoat.com We cover the costs, including shipping.
 Primary DNS server IP address  Administrator ID and password
Blue Coat User Community Blue Coat Support Forums, available at: To take advantage of this offer, visit www.bluecoat.com/support/recycling-blue-coat-products and follow
 Link settings (speed and duplex)  Director IP address (if using Director) https://forums.bluecoat.com the simple instructions.
 Subnet mask Classroom and Web-based Training Blue Coat Training, available at:
http://www.bluecoat.com/support/training To view an online version of this document, go to:
To access the SG-S400 command-line interface and run the configuration wizard: Deployment Planning and Consultation Blue Coat Professional Services, available at: https://bto.bluecoat.com/documentation/pubs/view/S400 Series
1. Confirm that a null-modem serial cable is connected from the SG-S400 appliance to your http://www.bluecoat.com/support/professionalservices
workstation serial port. For cabling instructions, see Connecting the Cables.
Technical Support Blue Coat Support, available at:
2. Open a terminal emulation program such as Microsoft HyperTerminal®, PuTTY, Tera Term, or
http://www.bluecoat.com/support/overview
Procomm™.
SGOS Release Download Web page Blue Coat SGOS software releases, available at:
https://bto.bluecoat.com/download

© 2013 Blue Coat Systems, Inc. All rights reserved. BLUE COAT, PROXYSG, PACKETSHAPER, CACHEFLOW, INTELLIGENCECENTER, CACHEOS, CACHEPULSE, CROSSBEAM, K9, DRTR, MACH5, PACKETWISE, POLICYCENTER, PROXYAV, PROXYCLIENT, SGOS, WEBPULSE, SOLERA NETWORKS, DEEPSEE, DS APPLIANCE, SEE EVERYTHING. KNOW EVERYTHING., SECURITY EMPOWERS BUSINESS, BLUETOUCH, the Blue Coat shield, K9, and Solera Networks logos and other Blue Coat logos are registered trademarks or trademarks of Blue Coat Systems, Inc. or its affiliates in
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BLUE COAT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. BLUE COAT PRODUCTS, TECHNICAL SERVICES, AND ANY OTHER TECHNICAL DATA REFERENCED IN THIS DOCUMENT ARE SUBJECT TO U.S. EXPORT CONTROL AND SANCTIONS LAWS, REGULATIONS AND REQUIREMENTS, AND MAY BE SUBJECT TO EXPORT OR IMPORT REGULATIONS IN OTHER COUNTRIES. YOU AGREE TO COMPLY STRICTLY WITH THESE LAWS, REGULATIONS AND REQUIREMENTS, AND
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