PolicyServer Installation

Trend Micro PolicyServer manages encryption keys and synchronizes policies across all endpoints in the organization. PolicyServer also enforces secure authentication and provides real-time auditing and reporting tools to ensure regulatory compliance. You can flexibly manage PolicyServer with PolicyServer MMC or with Trend Micro Control Manager. Other data management features include user-based self-help options and device actions to remotely reset or "kill" a lost or stolen device.

This chapter how to install and configure PolicyServer for the first time, how to set up Active Directory.


For system requirements, see PolicyServer System Requirements.

The following table describes the PolicyServer components that you can deploy on one server or multiple servers, depending on environmental needs.

Table 1. PolicyServer Components




The Endpoint Encryption Enterprise is the unique identifier about the organization in the PolicyServer database configured during PolicyServer configuration. One PolicyServer database may have one Enterprise configuration.


The PolicyServer Microsoft SQL database securely stores all user, device, and log data. The database is either configured on a dedicated server or added to an existing SQL cluster. The log and other databases can reside separately.

PolicyServer Windows Service

PolicyServer Windows Service manages all communication transactions between the host operating system, Endpoint Encryption Service, Legacy Web Service, Client Web Proxy, and SQL databases.

Endpoint Encryption Proxy

The Endpoint Encryption Proxy acts as an intermediary between agents and PolicyServer to manage requests and communication over your network. This service can distinguish requests to new agents (5.0 and later) and legacy agents (3.1.3 and earlier) through the Traffic Forward Service and Client Web Service respectively. To secure PolicyServer behind the network firewall, deploy the Endpoint Encryption Proxy to an endpoint residing in the network DMZ.

Endpoint Encryption Service

Starting from Endpoint Encryption 5.0, all agents use Endpoint Encryption Service to communicate with PolicyServer. Endpoint Encryption Service uses a Representational State Transfer web API (RESTful) with an AES-GCM encryption algorithm. After a user authenticates, PolicyServer generates a token related to the specific policy configuration. Until the Endpoint Encryption user authenticates, the service denies all policy transactions.

Legacy Web Service

All Endpoint Encryption 3.1.3 and earlier agents use Simple Object Access Protocol (SOAP) to communicate with PolicyServer. Under certain situations, SOAP may allow insecure policy transactions without user authentication. Legacy Web Service filters SOAP calls by requiring authentication and limiting the commands that SOAP accepts. This service is optional, and can be installed on the same endpoint as the Endpoint Encryption Service using the Endpoint Encryption proxy installer.