B Series Appliance Setup Task List

This task list is a quick reference for the steps necessary to set up your BeyondTrust Appliance B Series. Full details can be found further on in this guide. Use this list as a checklist of the essential steps.

  1. Configure a DNS A-record for the fully qualified domain name (FQDN) of your new site (e.g., support.example.com).
    • If your B Series Appliance will be located in your DMZ or internal network, then an internal A-record pointing to the internal IP address of the B Series Appliance is needed.
    • If you wish to assist external users, then a Public DNS A-record also needs to be registered for the external IP address of the B Series Appliance.


    "BeyondTrust" cannot be used in the FQDN for your site.

  2. Install the B Series Appliance according to BeyondTrust Appliance B Series Installation.
  3. Obtain an SSL certificate that matches your FQDN DNS (e.g., support.example.com).
    1. Import the certificate chain to your B Series Appliance and assign it to the IP address of the B Series Appliance.
    2. Export the root portion of the certificate chain (with matching Issued To and Issued By values) without private key information, and save the root certificate for the next step.
  4. Email the following three items to BeyondTrust Technical Support:
    • The FQDN DNS hostname of the B Series Appliance from Step 1.
    • The root SSL certificate segment exported in Step 3c.
    • A screenshot of the /appliance > Status > Basics page.
  5. Install the new software license package which BeyondTrust Technical Support will send after you complete Steps 1-4.
    1. You will be notified by email when you should install the software license package using the Check for Updates utility.
    2. Once installed, navigate to the /login administrative interface (e.g., https://support.example.com/login).
    3. Use the default admin credentials admin and password to log in for the first time.