This step-by-step guide provides the instructions that you need to set up Windows® BitLocker™ Drive Encryption in a test lab environment. We recommend that you do not use this guide in a production environment. Step-by-step guides are not necessarily meant to be used to deploy Windows Server® 2008 operating system features without additional documentation (as listed in the Additional Resources section) and should be used with discretion as a stand-alone document.
BitLocker is a data protection feature available in the Windows Vista® Enterprise and Windows Vista® Ultimate operating systems for client computers and in the Windows Server 2008 operating system. BitLocker provides enhanced protection against data theft or exposure on computers that are lost or stolen, and more secure data deletion when BitLocker-protected computers are decommissioned.
Data on a lost or stolen computer is vulnerable to unauthorized access, either by running a software attack tool against it or by transferring the computer’s hard disk to a different computer. BitLocker helps mitigate unauthorized data access on lost or stolen computers by combining two major data-protection procedures:
| • | Encrypting the entire Windows operating system volume and data volumes on the hard disk. BitLocker encrypts all user files and system files in the operating system volume, including the swap and hibernation files, and can also encrypt data volumes. |
| • | Checking the integrity of early boot components and boot configuration data. On computers that have a Trusted Platform Module (TPM) version 1.2, BitLocker leverages the enhanced security capabilities of the TPM to help ensure that your data is accessible only if the computer’s boot components appear unaltered and the encrypted disk is located in the original computer. |
BitLocker is tightly integrated into Windows Vista and Windows Server 2008 and provides enterprises with enhanced data protection that is easy to manage and configure. For example, BitLocker can use an existing Active Directory Domain Services (AD DS) infrastructure to remotely store BitLocker recovery keys. BitLocker also provides a recovery console that enables data retrieval for non-domain-joined computers or computers that are unable to connect to the domain (for example, computers in the field).
This guide is intended for the following audiences:
| • | IT planners and analysts who are evaluating the product |
| • | Security architects |
The purpose of this guide is to help administrators become familiar with the BitLocker Drive Encryption feature of Windows Server 2008. The sections below provide basic information and procedures that administrators need to start configuring and deploying BitLocker within their networks.
Scenario 1 provides instructions for creating the two partitions required for BitLocker Drive Encryption. Scenario 2 describes how to install BitLocker on a server. Scenario 3 explains how to encrypt a hard disk by using BitLocker and a TPM. Scenario 4 describes using BitLocker to encrypt data volumes on a server. Scenario 5 describes using BitLocker on a computer without a TPM. Scenario 6 describes how to access encrypted data after lockdown, and how to test BitLocker by generating a lockdown. Scenario 7 guides you through turning off BitLocker.
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The scenarios discussed in this guide pertain to using BitLocker Drive Encryption with operating system volumes. When the operating system volume is encrypted, BitLocker can also be used to encrypt fixed data volumes. |
These steps are for testing only. This guide should not be the only resource you use to deploy Windows Server 2008 or Windows Vista features.
| • | A computer that meets the minimum requirements for Windows Server 2008. |
| • | A TPM version 1.2, turned on. (Scenarios 3 and 4). |
| • | A Trusted Computing Group (TCG)-compliant BIOS (Scenarios 3 and 4). |
| • | Two NTFS disk partitions, one for the system volume and one for the operating system volume. The system volume partition must be at least 1.5 gigabytes (GB) and set as the active partition (Scenario 1). |
| • | A BIOS setting to start up first from the hard disk drive, not the USB or CD drives. |
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For any test that includes the USB flash drive, your BIOS must support reading USB flash drives at startup. |
| • | We strongly recommend that you do not run a kernel debugger while BitLocker is enabled, because encryption keys and other sensitive data can be accessed with the debugger. However, you can enable kernel debugging before you enable BitLocker. If you enable kernel debugging after you have enabled BitLocker, the system will automatically start the recovery process every time you restart the computer. If you enable boot debugging (kernel debugging with the "-bootdebug" option), the system will automatically start the recovery process every time you restart the computer. |
For BitLocker to work, you must have at least two partitions on your hard disk. The first partition is the system volume; the system volume is labeled S in this document. This volume contains the boot information in an unencrypted space. The second partition is the operating system volume; the operating system volume is labeled C in this document. This volume is encrypted and contains the operating system and user data.
The partitions must be created before installing Windows Server 2008.
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In some situations, a volume can involve multiple partitions. This document discusses only simple volumes, where a volume and a partition are functionally equivalent. BitLocker works with volumes, a logical structure; but many disk tools are concerned with physical disk partitions. |
Scenario 1 describes how to create the two partitions required for BitLocker. This procedure assumes that you have backed up any data on the disk.
If you have an unused disk with a single partition, follow the steps in Partition a disk with no operating system for BitLocker.
| • | If you have an unused disk with a single partition, follow the steps in Partition a drive with no operating system for BitLocker. |
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Make sure that you have backed up any data and that you have your product key for Windows Vista. |
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If you have already installed Windows Vista, you might be able to use the BitLocker Drive Preparation Tool to configure the volumes required for BitLocker without reinstalling the operating system. For more information, see http://go.microsoft.com/fwlink/?LinkID=83261. |
In this procedure you start the computer from the product DVD and then enter a series of commands to do the following:
| • | Create a new 1.5 GB primary partition. |
| • | Set this partition as active. |
| • | Create a second primary partition using the rest of the space on the disk. |
| • | Format both new partitions so they can be used as Windows volumes. |
| • | Install Windows Server 2008 on the larger volume (drive C). |
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The active partition described above is needed for BitLocker to work properly. |
Your drive letters might not correspond to those in this example. In this example, the operating system volume is labeled C, and the system volume is labeled S (for system volume). In this example, we also assume that the system has only one physical hard disk drive.
To partition a disk with no operation system for BitLocker | |||||||||||||||||||||||||||||||||||||||||
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Scenario 2 outlines how to install BitLocker Drive Encryption on a server. On a server installation, you must install the BitLocker feature.
| • | You must be logged on as an administrator. |
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Installing BitLocker will require restarting the server. |
To install BitLocker during initial configuration | |||||||
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You can also install BitLocker by using Server Manager.
To install BitLocker after installation with the Windows user interface | |||||
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You can also install BitLocker at a command prompt.
To install BitLocker after installation by using Command Prompt | |||||||||||
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Scenario 3 outlines the procedures for turning on BitLocker Drive Encryption protection on a system with a TPM. After the volume is encrypted, the user logs onto the computer normally.
| • | You must be logged on as an administrator. |
| • | BitLocker must be installed on this server. |
| • | You can configure a printer to print recovery passwords. |
To turn on BitLocker Drive Encryption | |||||||||||||||||||||||||||
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For servers stored in an environment that is shared or not secure, such as a branch office location, BitLocker can ensure the same level of data protection as it offers client computers by encrypting data volumes and the operating system volume.
The operating system mounts a BitLocker-protected data volume as normal.
The keys for protecting a data volume are independent of the keys protecting the operating system volume. To allow the system to automatically mount these volumes, the key chain protecting the data volume is also stored encrypted on the currently-booted volume. If the operating system enters recovery mode, the data volumes are not unlocked until the operating system is out of recovery mode.
Recovery of a data volume is similar to recovery for an operating system volume. If the data volume becomes corrupt, is moved to a new platform, or the operating system volume cannot retrieve the key for the data volume to automatically unlock it, then the user inserts the media containing a copy of the data volume recovery key.
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Your drive letters might not correspond to those in this example. In this example, the operating system volume is labeled C, and the system volume is labeled S (for system volume). In this example, we also assume that the system has only one physical hard disk drive. |
| • | You must be logged on as an administrator. |
| • | BitLocker must be installed on this server. |
| • | You must have a USB flash drive to save the recovery password for the data volume(s). |
To turn on BitLocker Drive Encryption for server data volumes | |||||||||||||||||||||||
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Use the following procedure to change your computer's Group Policy settings so that you can turn on BitLocker Drive Encryption without a TPM. Instead of a TPM, you will use a startup key to authenticate yourself. The startup key is located on a USB flash drive inserted into the computer before the computer is turned on. For this scenario, you must have a BIOS that will read USB flash drives in the pre-operating system environment (at startup). Your BIOS can be checked by the System Check in the final step of the BitLocker wizard.
| • | You must be logged on as an administrator. |
| • | BitLocker must be installed on this server. |
| • | You must have a USB flash drive to save the recovery password. |
| • | We recommended that you use a second USB flash drive to store the startup key separate from the recovery password. |
To turn on BitLocker Drive Encryption on a computer without a compatible TPM | |||||||||||||||||||||||||||||||||||||||||||||||
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Scenario 5 describes the process for recovering your data after BitLocker has entered recovery mode. BitLocker locks the computer when a disk encryption key is not available. The following is a list of likely causes:
| • | An error related to TPM occurs. |
| • | One of the early boot files is modified. |
| • | The TPM is inadvertently turned off and the computer is turned off. |
| • | The TPM is inadvertently cleared and the computer is turned off. |
When a computer is locked, the startup process is interrupted very early, before the operating system starts. You must use the recovery password from a USB flash drive, or use the function keys to enter the recovery password. F1 through F9 represent the digits 1 through 9, and F10 represents 0.
Because recovery happens so early in the startup process, the accessibility features of Windows are not available. If you require accessibility features, consider what you will do in the event of recovery.
This scenario includes two steps:
| • | Testing data recovery |
| • | Recovering data |
To test data recovery | |||||||||||||||||
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To recover access to data using BitLocker Drive Encryption | |||||||||||||||
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Scenario 6 describes how to turn off BitLocker Drive Encryption and decrypt the volume. The procedure is the same for all BitLocker Drive Encryption configurations on TPM-equipped computers and computers without a compatible TPM. Data volumes can only be decrypted, not disabled.
When you turn off BitLocker, you can choose to either disable BitLocker temporarily, or to decrypt the volume. Disabling BitLocker allows TPM changes and other minor changes to the system. Decrypting the volume means that the volume will be entirely decrypted, and that all the keys are discarded. You must decrypt a computer before upgrading the operating system. Once a volume is decrypted, you must generate new keys by going through the encryption process again, if you want to enable BitLocker.
| • | You must be logged on as an administrator. |
| • | The volume must be encrypted. |
To turn off BitLocker Drive Encryption | |||||||
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The following resources provide additional information about BitLocker Drive Encryption:
| • | For help with BitLocker Drive Encryption, as with any Microsoft Windows component, please choose one of the support options listed on the Microsoft Help and Support Web site (http://go.microsoft.com/fwlink/?LinkId=76619). |
| • | Additional documentation about BitLocker is available in Windows Server 2008 and Windows Vista. For more information, see http://go.microsoft.com/fwlink/?LinkId=76553. |
For more information about the User Account Control feature, see User Account Control (http://go.microsoft.com/fwlink/?LinkId=66018).
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