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Quick Start Guide: CacheFlow Appliance 500 Series Unpack the shipment package and verify the contents of the box. The Blue Coat CacheFlow appliance 500 series ships with the following components: CacheFlow appliance 500 series Blue Coat License Agreement Two AC power cords Safety and Regulatory Compliance Guide Null-modem serial cable Quick Start Guide (this document) Two / four post slide-rail kit 3 Unpack the Appliance 1 Tasks 1. Unpack the Appliance 2. Rack Mount the Appliance 3. Connect the Cables 4. Perform Initial Configuration 5. Verify Network Access 6. Next Steps Troubleshooting Service Information Flip over to complete the installation 2. Assemble the slide-rails: 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. Temporarily mount Rail_C to Rail_A by doing the following: 1. Approximate the slide-rail installation length by lining up the front and rear mounting faces against the equipment rail. Be sure that the slide-rail mounting faces are on the outside of the equipment rack vertical rails. 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 the loads placed on the rail. b. Repeat step 2a for the opposite slide-rail. To install the CF 500 appliance into a four-post equipment rack, follow the steps below: 1. Attach the inner rail to the appliance: a. Align the inner rail to the four mounting posts on the side of the chassis and lock the rail into position by sliding it towards the front of the appliance. Ensure that all four mounting posts snap into the slots on the inner rail. b. Install (1) M3 screw to secure the inner rail to the appliance. c. Repeat steps 1a-1b for the opposite inner rail. 3. Mount the slide-rail assemblies into the four-post rack: a. Place the assembled slide-rail against the equipment rack and attach the Rail_A front bracket to the outside face of the rack using (2) rack screws. Do not fully tighten! The Rail_A front bracket will be tightened after the appliance is secured in step 4c. b. Extend (or retract) Rail_C to align the mounting face of the bracket against the outside face of the equipment rack and attach with (2) rail screws. Do not fully tighten! The Rail_C bracket will be tightened after the appliance is secured in step 4c. c. Tighten the Rail_C side mounting screws. d. Repeat steps 3a-3c for the other side. Ensure both slide-rail assemblies are at the same height in the rack. The slide-rail rack mounting kit included with the appliance provides the following mounting options: four-post, two-post mid-mount, and two-post front-mount. This Quick Start Guide shows the tasks required to install the CacheFlow appliance into a four-post rack. Note: For comprehensive information on the slide-rail rack mounting kit and additional installation options, see the CacheFlow WebGuide at: https://bto.bluecoat.com/cacheflow To ensure safety before you begin rack mounting the appliance, follow these instructions: 1. Power off the appliance and disconnect all cables. 2. Read the Rack Mount Warnings section of the included CacheFlow Appliance 500 Series 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 CF 500 appliance into a four-post equipment rack, you may need the following tools and hardware: To install the CF 500 into a four-post equipment rack, you need the following items: Note: You must remove the inner rail from Rail_A before starting the installation. For more information on this task, refer to the Slide Rail Installation section in the CacheFlow WebGuide. Rack Mount the Appliance 2 M4 Nut driver / Adjustable wrench #2 Phillips head screwdriver Equipment rack specific screws (please refer to your equipment rack guide for more information) 4. Secure the CF 500 appliance into the equipment rack: a. Align the grooves on the inner rail with those on Rail_A, and slide the appliance half-way into the rack. b. Depress the gray tab on the inner rail to slide the appliance fully into the equipment rack. c. Tighten the Rail_A and Rail_C rack mounting screws that secure the slide-rail to the equip- ment rack (See inset a and b in the previous illustration [step 3] for mounting screw locations). d. Repeat step 4c for the other side. e. Push the appliance fully into the equipment rack. f. Tighten the thumbscrews on the retaining ears to prevent the unit from sliding out of the equipment rack.
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  • Quick Start Guide: CacheFlow Appliance 500 Series

    Unpack the shipment package and verify the contents of the box. The Blue Coat CacheFlow appliance 500 series ships with the following components:

    CacheFlow appliance 500 series Blue Coat License Agreement

    Two AC power cords Safety and Regulatory Compliance Guide

    Null-modem serial cable Quick Start Guide (this document)

    Two / four post slide-rail kit

    3 Unpack the Appliance 1

    Tasks

    1. Unpack the Appliance

    2. Rack Mount the Appliance

    3. Connect the Cables

    4. Perform Initial Configuration

    5. Verify Network Access

    6. Next Steps

    Troubleshooting

    Service Information

    Flip over to complete the installation

    2. Assemble the slide-rails:

    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. Temporarily mount Rail_C to Rail_A by doing the following:

    1. Approximate the slide-rail installation length by lining up the front and rear mounting faces against the equipment rail. Be sure that the slide-rail mounting faces are on the outside of the equipment rack vertical rails.

    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 the loads placed on the rail.

    b. Repeat step 2a for the opposite slide-rail.

    To install the CF 500 appliance into a four-post equipment rack, follow the steps below:

    1. Attach the inner rail to the appliance:

    a. Align the inner rail to the four mounting posts on the side of the chassis and lock the rail into position by sliding it towards the front of the appliance. Ensure that all four mounting posts snap into the slots on the inner rail.

    b. Install (1) M3 screw to secure the inner rail to the appliance.

    c. Repeat steps 1a-1b for the opposite inner rail.

    3. Mount the slide-rail assemblies into the four-post rack:

    a. Place the assembled slide-rail against the equipment rack and attach the Rail_A front bracket to the

    outside face of the rack using (2) rack screws. Do not fully tighten! The Rail_A front bracket will be tightened after the appliance is secured in step 4c.

    b. Extend (or retract) Rail_C to align the mounting face of the bracket against the outside face of the equipment rack and attach with (2) rail screws. Do not fully tighten! The Rail_C bracket will be tightened after the appliance is secured in step 4c.

    c. Tighten the Rail_C side mounting screws.

    d. Repeat steps 3a-3c for the other side. Ensure both slide-rail assemblies are at the same

    height in the rack.

    The slide-rail rack mounting kit included with the appliance provides the following mounting options:

    four-post, two-post mid-mount, and two-post front-mount. This Quick Start Guide shows the tasks required to install the CacheFlow appliance into a four-post rack.

    Note: For comprehensive information on the slide-rail rack mounting kit and additional installation options, see the CacheFlow WebGuide at: https://bto.bluecoat.com/cacheflow To ensure safety before you begin rack mounting the appliance, follow these instructions:

    1. Power off the appliance and disconnect all cables.

    2. Read the Rack Mount Warnings section of the included CacheFlow Appliance 500 Series 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 CF 500 appliance into a four-post equipment rack, you may need the following tools and hardware:

    To install the CF 500 into a four-post equipment rack, you need the following items:

    Note: You must remove the inner rail from Rail_A before starting the installation. For more information on this task, refer to the Slide Rail Installation section in the CacheFlow WebGuide.

    Rack Mount the Appliance 2

    M4 Nut driver / Adjustable wrench #2 Phillips head screwdriver

    Equipment rack specific screws (please refer to your equipment rack guide for more information)

    4. Secure the CF 500 appliance into the equipment rack:

    a. Align the grooves on the inner rail with those on Rail_A, and slide the appliance half-way

    into the rack.

    b. Depress the gray tab on the inner rail to slide the appliance fully into the equipment rack.

    c. Tighten the Rail_A and Rail_C rack mounting screws that secure the slide-rail to the equip-

    ment rack (See inset a and b in the previous illustration [step 3] for mounting screw locations).

    d. Repeat step 4c for the other side.

    e. Push the appliance fully into the equipment rack.

    f. Tighten the thumbscrews on the retaining ears to prevent the unit from sliding out of the

    equipment rack.

  • 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: www.bluecoat.com/support/recycling-blue-coat-products

    WHY RECYCLE? According to the Silicon Valley Toxics Coalition, nearly 80% of U.S. e-waste is discarded in toxic waste dumps. Without proper recycling, hazardous chemicals and other materials pose serious environmental and health risks. By offering a free and easy-to-use take-back program, Blue Coat enables businesses to efficiently and responsibly dispose of used technology. Find out how!

    1. Fast and easy to use Use your new appliance carton to ship us your old technology.

    2. Protects people and the planet Responsible technology recycling is good for business and the environment.

    3. Absolutely free We cover all the costs, including shipping.

    For complete details visit: www.bluecoat.com/support/recycling-blue-coat-products

    Recycling Information

    Copyright 1999-2013 Blue Coat Systems, Inc. All rights reserved worldwide. No part of this document may be reproduced by any means nor

    modified, decompiled, disassembled, published or distributed, in whole or in part, or translated to any electronic medium or other means

    without the written consent of Blue Coat Systems, Inc. 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. BluePlanet, BlueTouch, Control Is Yours, DRTR, Prox-

    yAV, ProxyRA Connector, ProxyRA Manager, SGOS and Webpulse and the Blue Coat logo are trademarks of Blue Coat Systems,

    Inc. and Blue Coat, BlueSource, K9, IntelligenceCenter, PacketShaper, ProxyClient, ProxySG, Permeo, and the Permeo logo are

    registered trademarks of Blue Coat Systems, Inc. Microsoft HyperTerminal is a registered trademark of Microsoft Corporation. Procomm is a

    trademark of Symantec, Inc. Other product names mentioned in this document may be trademarks or registered trademarks of their respective

    companies and are hereby acknowledged.

    BLUE COAT SYSTEMS, INC. DISCLAIMS ALL WARRANTIES, CONDITIONS OR OTHER TERMS, EXPRESS OR IMPLIED, STATUTORY OR

    OTHERWISE, ON SOFTWARE AND DOCUMENTATION FURNISHED HEREUNDER INCLUDING WITHOUT LIMITATION THE WAR-

    RANTIES OF DESIGN, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE AND 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.

    1. Remove the EULA (End User License Agreement) sticker covering the network ports. Be aware that you are agreeing to the terms and conditions of the EULA by uncovering the network ports and installing the product.

    2. Connect the Ethernet cable from the switch to the port 0:0 network interface on the CF 500

    appliance.

    3. Connect a null-modem serial cable from the CF 500 appliance to a PC (or serial terminal). This connection is used to perform initial configuration via a direct serial connection.

    4. Connect the socket end of the enclosed power cords into the power supply inlets, and then connect the plug into a power source. If the appliance does not automatically power on, switch the appliance on by pressing the rear power rocker switch and continue to task 4.

    Note: This appliance retains memory of being turned off with the power rocker switch. In such cases, the power rocker 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. Be aware, the appliance fans operate whenever the appliance is connected to a power source, regardless of power state.

    3 Connect the Cables 3

    How to Contact Support For the current list of regional customer support phone numbers, go to: http://www.bluecoat.com/contact/customer-support

    When contacting Blue Coat Systems for technical phone support or to set up an RMA, be prepared to provide your serial number to verify entitlement. If you do not have your serial number, supply Blue Coat with your Support Contract Number, which can be found on your Support Contract Certificate.

    If you have purchased a Support Contract but have not received a Support Contract Certificate, go to: http://www.bluecoat.com/contact/customer-support

    BlueTouch Online BlueTouch Online https://bto.bluecoat.com allows you to create new technical support cases and review and comment on open cases at any time. You also have access to exclusive Blue Coat support materials, installation notes, and updates.

    To obtain a BlueTouch Online login, go to: https://bto.bluecoat.com/requestlogin

    Blue Coat Support Offerings For a list, see http://www.bluecoat.com/support/

    Service Information

    To view an online version of this document, go to: https://bto.bluecoat.com/cacheflow

    Americas: Blue Coat Systems Inc. 420 North Mary Ave Sunnyvale, CA 94085-4121

    Rest of the World: Blue Coat Systems International SARL 3a Route des Arsenaux 1700 Fribourg, Switzerland

    This section describes how to troubleshoot several CF 500 problems.

    Problem: The system does not power up.

    Solution: Check the power cords and verify that the outlet is receiving power.

    Problem: The System and Power LEDs are green, but the Ethernet connection LED does not indicate network connectivity.

    Solution: Check that the Ethernet cable is not loose and reconnect the cable to the CF 500 interface. If

    the problem persists, replace the Ethernet cable. Otherwise, the problem might be a bad network cable or an issue with the router/switch.

    Problem: I do not have network access on the appliance.

    Solution: Check all network configuration information, the subnet mask and default-router configurations, and that no other devices on the network are attempting to use the same IP address.

    Problem: I do not see my appliance model listed on the CacheFlow release download page for the release I want to install. Can I download any version to upgrade or downgrade my appliance?

    Solution: Blue Coat has specific upgrade/downgrade path recommendations and CacheFlow releases for your appliance in order to ensure reliability and performance. Deviating from these recommendations might result in a non-operational appliance. Do not attempt to install unsupported CacheFlow releases onto your appliance.

    Problem: The system fault LED is on.

    Solution: Call Blue Coat Technical Support, see the Service Information on this page.

    3 Troubleshooting

    This section lists additional resources for the CF 500 appliance.

    3 Next Steps 6

    CacheFlow Product Page To access the CF 500 appliance reference documentation as well as download new CacheFlow releases, visit: https://bto.bluecoat.com/cacheflow

    Answers to Frequently Asked Questions Blue Coat Knowledge Base, available at: https://kb.bluecoat.com

    Blue Coat User Community Blue Coat Support Forums, available at: https://forums.bluecoat.com

    Deployment Planning and Consultation Blue Coat Professional Services, available at: http://www.bluecoat.com/support/professional-services

    Technical Support Blue Coat Support, available at: http://www.bluecoat.com/support

    After your CF 500 appliance is configured for network access, complete the installation by verifying network connectivity. To verify network access on your CF 500 appliance, use another workstation to access the appliance CLI console:

    1. Using your SSH application, connect to the IP address of the CF 500 appliance.

    2. Ensure that you can connect using the username and password that you assigned to the appliance during initial configuration.

    3. The initial configuration is successful if the application connects to the appliance and you are able to access the command line interface (CLI).

    4. For further configuration and deployment information, please read the CacheFlow WebGuide

    available at https://bto.bluecoat.com/cacheflow.

    3 Verify Network Access 5

    3 Perform Initial Configuration 4 Configure the CF 500 appliance using the serial console OR the front panel. Choose one method only. For both methods, you must have the following on hand to complete initial configuration:

    Serial Console Configuration 1. Confirm that the null modem (serial) cable is connected between the CF 500 serial port and a

    terminal or PC terminal emulation software such as HyperTerminal. For cabling information, see step 3 under task 3 Connect the Cables.

    2. Open a terminal emulation program such as Microsoft HyperTerminal, PuTTY, Tera Term, or Procomm.

    3. Configure the terminal emulation software to the following settings:

    4. On the terminal keyboard, press three times when prompted to activate the serial console

    and enter the setup console.

    5. At the Welcome Message prompt, type to perform manual setup.

    6. Enter the number of the interface you want to configure, then press .

    7. Enter the IP address and subnet mask for the interface when prompted.

    8. Enter the gateway and DNS server IP addresses when prompted.

    9. Confirm that you entered the information correctly, then type to continue.

    10. Enter a unique appliance name.

    11. Enter the console account username and password, then enter the enable password.

    12. Decide if you want to secure the serial port. If yes, specify the serial port password.

    13. Decide if you want to limit administrative access to specific workstations only. If yes, enter the IP addresses of the selected workstations.

    14. Configuration is complete when you see the CONFIGURATION COMPLETE message on page 4 of the setup console.

    CF 500 appliance IP address Default Gateway IP address

    Administrator Credentials (Username and password for authorizing access to the CF 500)

    Primary DNS server IP address

    Subnet mask

    Baud rate: 9600 bps Data bits: 8

    Parity: none Stop bits: 1

    Flow control: none

    If you secure the serial port, you can enter the setup console using the setup password only. If you lose the password, assistance from Blue Coat is required.

    Front Panel Configuration

    1. Ensure that the message IP address not configured appears on the LCD display.

    2. Press the Enter button to view the Configuration mode.

    3. Press the Down button to view the IP address prompt.

    4. Press the Enter button to enter Edit mode (the cursor changes to a blinking box.)

    5. Using the Right and Left arrow buttons, position the cursor over the characters and press the Up

    or Down buttons to change the values and set the IP address.

    6. Press the Enter button to save the IP address and then press the Down button to continue.

    7. Repeat steps 4 through 6 to set the subnet mask, and the gateway, and DNS server addresses.

    8. When the LCD reads Console password Push to set, press the Enter button to display an auto-generated password. Either write the password down, or press the Enter button again to change

    the password immediately.

    9. Press the Enter button after changing the password and then the Down button to continue.

    10. Repeat steps 8 and 9 to set the enable password.

    11. Decide if you want to secure the serial port. Use the buttons to set and enable the password.

    12. Press the Menu button to exit Configuration mode.

    If you secure the serial port, you can enter the setup console using the setup password only. If you lose the password, assistance from Blue Coat is required.

    The BMC management port on the CF 500 appliance is non-operational and cannot be used as an interface.