2.2. Virtual Appliance Deployment

UserGate Virtual Appliance is a quick way to deploy a VM with pre-configured components. The VM image is supplied in the OVF format (Open Virtualization Format) supported by vendors such as VMWare and Oracle VirtualBox as well as Qcow2 format for QEMU-KVM virtualization systems. For Microsoft Hyper-V, a VM disk image is supplied.


For the correct operation of the VM, 8GB RAM and 2-core virtual CPU are recommended as a minimum. Your hypervisor must support 64-bit operating systems.

To get started with the virtual appliance, follow these steps:



Step 1. Download and unpack the VM image.

Download the latest version of the virtual appliance from the official website, https://www.usergate.com.

Step 2. Import the VM image into your virtualization system.

Instructions on how to import a VM image can be found on the VirtualBox and VMWare websites. For Microsoft Hyper-V, you first need to create a VM, specify the downloaded VM image as the disk, and then disable Integration Services in the settings for the newly created VM.

Step 3. Configure the VM parameters.

Increase the size of the RAM for the VM. In the VM properties, set a minimum of 8GB and add 1GB for each 100 users.

Step 4. Important! Increase the size of the disk for the VM.

The default disk size is 100GB, which is usually not enough to store all logs and settings. In the VM properties, set a disk size of 200GB or more. The recommended size is 300GB or more.

For QEMU-KVM systems the default disk size is 8GB. The system, at the first start, will determine the presence of an additional disk and expand its system partitions.

To add 100GB disk for QEMU-KVM systems, use the following command

qemu-img create -f qcow2 -o preallocation=metadata, refcount_bits=16, lazy_refcounts=on, cluster_size=4K the-disk-name.qcow2 100G

Step 5. Configure virtual networks.

UserGate is supplied with ten interfaces, four of which are bound to zones:

  • Management: the first VM interface.

  • Trusted: the second VM interface.

  • Untrusted: the third VM interface.

  • DMZ: the fourth VM interface.

Step 6. Perform factory reset.

Start the UserGate VM.

During the boot, perform Factory reset. This is a critical step. UserGate uses this step to configure network adapters and increase the partition size on the hard disk to the full size specified at Step 4.